央广网温州12月10日消息（记者 李晓晓 项楠 见习记者 于东冉）东海之滨，浙江省温州市苍南县。海风裹挟着咸 湿的气息拂过海面，73台百米高的白色风机巍然矗立，它们有的整装待发、跃跃欲试，有的则挥舞着巨大的百米 长的巨臂将海风拥入怀中。 "在满发状态下，一台10兆瓦的风机转一圈，能发出23度电。如果连续转一分钟，能让一辆家用电动汽车行驶 1600公里。"苍南1号海上风电项目风机管理专业师李亚雄指着远处缓缓转动的叶轮介绍道。这片叶轮直径达210 米，扫过的面积相当于5个足球场。它的每一次旋转，都是将不羁的海风驯化为清洁电能的过程。 然而，向大海要能源，远非看上去那般从容。 海上作业，需要避开大风、涌浪过高等恶劣天气与海况。在苍南海域，这样的"窗口期"往往不足180天，海上作 业人员必须抓住每一个风平浪静的日子。 "风力过大，作业船就得回港避风，而涌浪过高也会给我们登陆平台带来危险。"望向无垠的大海，李亚雄感 叹，"安全是最需要注意的。" "这些电，可以满足60万户普通家庭一年的用电需求，相当于每年节约标准煤60万吨，减少大量二氧化碳排 放。"李亚雄为我们描绘了一幅更生动的图景，"这就像在茫茫大海上，我们亲手种下 ...

新华财经北京12月11日电（记者陆宇航、余蕊、吕光一）氢能是一种重要的清洁能源，是未来新的经济 增长点。记者近日走进广东，从加氢站近年来的"小变化"，看到我国氢能产业技术日趋成熟、场景日益 多元、成本逐步下降的"大发展"。 刚刚闭幕的中央经济工作会议要求，要在大局中把握明年经济工作的关键着力点。要围绕发展新质生产 力，推动科技创新和产业创新深度融合。预计氢能产业明年将迎来更大发展机遇。未来，各地将持续完 善政策配套、鼓励技术创新、培育商业生态，氢能产业也将从交通运输的"单车道"进入应用场景更为丰 富多元的"多车道"。 筑牢氢能基建根基 推动交通行业"氢"装上阵 数据显示，2024年，我国氢气生产消费规模超3650万吨，居全球之首。 交通运输是氢能产业先行先试的重要领域。截至2024年底，我国已运行2.7万辆氢燃料电池汽车，占全 球比重超28%。要让更多氢燃料电池车上路，作为基础设施的加氢站至关重要。截至2024年底，我国已 建成540座加氢站，占全球比重达40%。 位于佛山市南海区的瀚蓝可再生能源（沼气）制氢加氢一体化项目，利用自有的沼气资源进行制 氢。"沼气制氢每小时制氢量为3000立方米，每天可生产氢气约 ...

新华社兰州12月11日电 题：风起河西 绿电奔涌——甘肃河西走廊风电产业一线见闻 新华社记者郎兵兵、张智敏 寒冬时节，河西走廊西端的酒泉市瓜州县戈壁滩上，狂风呼啸着掠过黑色砾石。这片风能总储量4000万千瓦、年均可利用天数超百天的"世界 风库"，虽人迹罕至，却奇迹般"长"出连片"风机丛林"，铁塔银线交织而成的"电网河流"，正承载着奔涌绿电，为远方送去光明与温暖。 "瓜州，瓜州，大风一刮刮一周，刚来那会儿，狂风扑面而来，连呼吸都不由得急促起来。"瓜州皓达宝旭风电场项目现场负责人于云升说。 这位来自山西的风电人，带领一支平均年龄不到30岁的年轻团队，守护着10台大型风机，将凛冽狂风转化为清洁绿电。 这是在甘肃省酒泉市瓜州县戈壁滩上拍摄的彩色风机（无人机照片）。 新华社记者郎兵兵 摄 这些风机最大单机容量达8.34兆瓦，塔筒高112米，叶轮直径达200米，扫风面积约31400平方米，相当于4.4个标准足球场，是目前甘肃省单机 容量最大的风电机组。塔筒绘有彩色条纹，远远望去，宛如炫彩"大风车"。 自2024年底并网以来，该项目已累计发电超7321万千瓦时，相较同等发电量的火电项目，节约标准煤逾2.2万吨，减少二氧化碳 ...

Group 1 - Recent international copper prices have reached historical highs, with LME copper futures up over 30% year-to-date, raising concerns about a potential "copper shortage" as global copper inventories fall below 100,000 tons [1] - Copper is deemed "irreplaceable" during the industrial transformation, being essential for clean energy, digital economy, and high-end manufacturing, with significant demand in sectors like electric vehicles and smart grids [2][3] - The global copper supply is under pressure due to the aging of high-quality mines and increasing extraction difficulties, with the average copper grade declining from 1.3% in 2005 to 0.65% currently [4] Group 2 - Strategic emerging industries are projected to drive copper consumption growth, with an expected consumption of 15.4 million tons in China by 2025, a 3% increase, particularly in sectors like new energy vehicles and AI [5] - Technological innovations are being pursued to stabilize copper production, including advancements in resource extraction and recycling, with companies like China Copper focusing on integrating technology across the entire supply chain [6][7]

五年装机翻两番，绿电发展跑出加速度，绿色高质量发展迈向新台阶……作为国家电投集团在鲁区域统 筹单位，国家电投山东公司坚定可持续高质量健康发展道路，以陆海风光大基地、综合智慧能源等重点 项目为支撑，全力打造集团在鲁战略重地与产业高地。截至2025年11月，国家电投山东公司合并口径资 产总额达340亿元，累计装机352万千瓦，居集团公司在鲁单位首位，预计2025年底将超额完成"十四 五"规划装机目标，以全部清洁能源布局为发展注入强劲动能，为"十四五"圆满收官、"十五五"高点开 局奠定坚实基础。 2023年11月，国家电投山东公司建成山东首个百万千瓦级海上风电基地。 这一突破只是开端。"十四五"期间，国家电投山东公司持续深耕海上风电领域，2021—2024年连续实 现"四年四投"，170万千瓦装机规模成功打造山东首个、北方最大百万千瓦级海上风电基地。如今，在 烟台、威海、日照等海域，公司推进及储备的风电资源已超800万千瓦，形成投产、在建、核准、储备 的梯次布局。 "我们正朝着集团最大、北方最大的千万千瓦级海上风电基地目标迈进，让海风真正成为山东能源转型 的'蓝色引擎'。"海风公司党委书记胡博介绍道，项目建设既契合 ...

证券日报网12月10日讯 杰瑞股份（002353）在12月9日回答调研者提问时表示，未来，公司将继续在数 据中心、工业能源和新型电力系统三大赛道持续深耕，通过不断的技术创新、产品迭代与工程交付能 力，推动清洁能源装备的智能化、规模化应用，与公司的客户在数据中心供配电系统领域开展全方位协 作。公司会依托在能源装备与智能服务领域的综合优势，提供相关电力设备供应、智能运行控制及全生 命周期运维支持的一体化解决方案，实现从能源生产到用电保障的高效协同，持续强化高可靠电力支撑 能力。 ...

Core Insights - Fervo Energy, a US geothermal startup, has raised $462 million in a funding round led by Capital B, with participation from major investors including Google and Tesla co-founder JB Straubel, aiming for large-scale commercialization of geothermal energy [1][2] - Geothermal energy currently accounts for only 0.4% of global electricity capacity, but its demand is increasing due to the electrification and power needs of AI systems, making it a critical energy source for tech giants like Google and Microsoft [2][3] - The global AI race is fundamentally a competition for AI computing infrastructure, which requires a stable and substantial power supply, leading to unprecedented electricity demand driven by AI data centers [3][4] Company Insights - Fervo Energy is the first startup to commercialize Enhanced Geothermal Systems (EGS), utilizing fracking technology from the oil and gas industry to extract heat from deep underground [2] - The company has a commercial pilot project in northern Nevada and a long-term agreement with Google to supply power to its AI data centers, while also constructing a 500 MW facility in Utah expected to deliver up to 100 MW of carbon-free power to the US grid by 2026 [2][4] Industry Insights - The unique characteristics of geothermal energy, such as its clean and stable power supply, make it an attractive investment for tech companies seeking reliable, low-carbon energy sources [4] - Unlike solar and wind energy, geothermal energy is not affected by weather or seasonal changes, allowing for continuous operation and significant reductions in carbon emissions [4] - Goldman Sachs has revised its forecast for electricity demand driven by data centers to increase by 175% by 2030, highlighting the significant role of AI in creating a "super demand cycle" for electricity [3]

Core Viewpoint - The National Energy Administration has announced the first batch of hydrogen energy pilot projects, including 41 project pilots and 9 regional pilots, aimed at promoting the development of hydrogen energy as a key driver for energy transition and achieving carbon neutrality goals [1][5]. Group 1: Pilot Projects Overview - The 9 regional pilot projects are located in Jilin, Ningxia, Hebei, Inner Mongolia, Guangdong, Jiangsu, Shandong, Hubei, and Sichuan, focusing on three directions: large-scale renewable hydrogen production, full-chain development, and technological innovation and application expansion [1][5]. - The pilot projects are designed to explore diverse pathways for hydrogen energy development and to create replicable experiences that support the full-chain development of hydrogen energy [5][6]. Group 2: Industry Development and Goals - By the end of 2024, China's hydrogen production capacity is expected to exceed 50 million tons per year, with an annual production and consumption scale surpassing 36.5 million tons, ranking first in the world [4]. - Research indicates that by 2030, China's green hydrogen production could reach 3 million tons, potentially forming a market worth over 1 trillion yuan, positioning the country at the forefront globally [4]. Group 3: Challenges and Strategic Directions - Despite the promising outlook, the hydrogen industry faces challenges such as an incomplete industrial system, high production and transportation costs, and limited application scenarios [5]. - The pilot projects aim to address these challenges by focusing on technological and model breakthroughs, with regional pilots promoting collaborative development of the industrial ecosystem [5][6].

Core Viewpoint - The restructuring of State Power Investment Corporation's financial and nuclear power assets marks a significant step towards transforming into a focused nuclear power platform, aligning with national energy transition goals [1][3][6]. Group 1: Restructuring Details - State Power Investment Corporation plans to exchange its 100% stake in State Power Investment Capital Holdings for a 100% stake in State Power Nuclear Energy, valued at 553.94 billion yuan, with a cash difference of 402.85 billion yuan to be paid through the issuance of shares at 3.36 yuan per share [3][4]. - The total number of shares to be issued is 11.99 billion, with State Power Nuclear receiving 7.58 billion shares and China Life Insurance receiving 4.41 billion shares [3][4]. - The company will also raise up to 5 billion yuan from no more than 35 specific investors to fund the construction of units 3 and 4 of the Shandong Haiyang Nuclear Power Station [3]. Group 2: Strategic Focus Shift - The restructuring signifies a shift from a dual business model of "energy + finance" to a clear focus on nuclear power integration, responding to national clean energy development strategies [6][10]. - The decision to divest financial operations and concentrate on nuclear power is driven by both strategic positioning and regulatory pressures, enhancing operational efficiency within the nuclear sector [6][10]. - Performance compensation agreements have been established, with commitments for net profits of no less than 3.375 billion yuan, 3 billion yuan, and 3.587 billion yuan for the years 2025 to 2027, ensuring shareholder interests are protected [7]. Group 3: Nuclear Power Development - As of September 2023, State Power Investment Corporation operates and is constructing eight nuclear power units, with a total installed capacity of approximately 18.81 million kilowatts [9]. - The Shandong Haiyang Nuclear Power Station is a key project, with units 1 and 2 having generated over 130 billion kilowatt-hours, while units 3 and 4 are in the installation phase and expected to be operational by 2027 [9]. - The restructuring is expected to facilitate the aggregation of quality resources towards advantageous industries, further supporting the company's commitment to carbon neutrality goals [9][10].

Core Viewpoint - Hubei Province is focusing on building a "51020" modern industrial system, with key development directions including the new energy and intelligent connected vehicles, as well as other trillion-level characteristic industrial clusters [1] Group 1: Automotive Industry - Hubei Province's automotive manufacturing and service industry is expected to exceed 1 trillion yuan by 2024, supported by the "Implementation Plan for the Transformation and Development of the Automotive Industry in Hubei Province (2023-2025)" [1] - The plan emphasizes the development of the entire value chain of power batteries and supports companies like Zhongxin Innovation and Yiwei Lithium Energy to enhance their technological capabilities and strengthen the power battery industry [1] Group 2: New Energy Infrastructure - Hubei Province is actively developing new energy charging and swapping facilities, ensuring that 100% of fixed parking spaces in new residential areas are equipped with charging piles or reserved for installation conditions [1] - The province is also advancing the construction of a hydrogen supply network and is researching the establishment of management measures for hydrogen refueling stations [1] Group 3: Investment Opportunities - The Guotai New Energy ETF (159387) tracks the Innovation Energy Index (399266), which has a daily fluctuation of 20%, focusing on the new energy sector and selecting listed companies involved in clean energy, energy-saving technologies, and related industrial chains [1] - The index aims to reflect the overall performance of high-growth and innovative enterprises in the new energy industry, covering areas such as renewable energy development, energy storage technology, and smart grids [1]