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智库要览丨“中国绿”持续照亮全球能源未来
Sou Hu Cai Jing· 2025-08-12 04:59
Group 1: China's Green Energy Transition - China is leading the global green and low-carbon energy transition, with significant growth in renewable energy installations in 2025 [1][30] - By the end of June 2025, China's renewable energy installed capacity reached 2.159 billion kilowatts, accounting for approximately 59.2% of total installed capacity [10][21] - In the first half of 2025, renewable energy installations totaled 268 million kilowatts, a year-on-year increase of 99.3%, with wind and solar power contributing significantly [9][20] Group 2: Renewable Energy Cost Competitiveness - The International Renewable Energy Agency reported that renewable energy helped avoid $467 billion in fossil fuel expenditures globally in 2024, confirming its cost-effectiveness [3][25] - The levelized cost of electricity (LCOE) for new utility-scale onshore wind projects was $0.034 per kWh, making it the cheapest renewable energy source [3][26] - The total installed cost (TIC) for solar photovoltaic technology is projected to drop to $388 per kilowatt in the next five years [3][26] Group 3: Global Energy Market Restructuring - The global energy market is undergoing significant restructuring due to rising geopolitical risks and the need for energy security, with countries reevaluating their energy strategies [2][5] - Six structural changes are identified as reshaping the energy market, including the impact of Middle Eastern conflicts on oil prices and the push for LNG diversification [5][6] - The International Energy Agency forecasts a slowdown in global natural gas demand growth in 2025, followed by an acceleration in 2026 [7][8] Group 4: Energy Storage and Technological Advancements - China's new energy storage industry is transitioning from early commercialization to large-scale development, with significant increases in installed capacity [18][19] - The average storage duration for new energy storage projects in China has increased to 2.3 hours, reflecting advancements in technology [19][34] - The integration of artificial intelligence in energy management is expected to enhance efficiency while also increasing energy consumption [6][27] Group 5: Future Projections and Challenges - By the end of 2025, non-fossil energy generation capacity in China is expected to reach approximately 240 million kilowatts, accounting for about 61% of total installed capacity [20][21] - The rapid expansion of renewable energy brings challenges such as volatility in generation, insufficient storage facilities, and limited grid capacity [16][31] - The report suggests building a multi-layered, diversified energy supply system to mitigate energy security risks [17][32]
推动化学分析、测量等仪器研发与应用,市场监管总局指导意见发布!
仪器信息网· 2025-08-11 04:00
Core Viewpoint - The article emphasizes the establishment of a national carbon measurement center by 2030, focusing on key industries and areas, enhancing carbon measurement policies, and strengthening technological innovation in carbon measurement [2][3][4]. Summary by Sections Overall Requirements - The national carbon measurement center aims to support China's sustainable economic development and achieve carbon peak and carbon neutrality goals by 2030, relying on measurement technology institutions, research institutes, universities, and central enterprises [8]. Main Tasks - **Policy Research**: Strengthening research on carbon measurement policies and requirements to support regulatory measures [9]. - **Establishing Traceability System**: Developing a carbon measurement traceability system, including continuous monitoring systems for CO2 emissions and enhancing the capability to produce standard substances [9][10]. - **Technical Research and Application**: Accelerating research on key measurement technologies related to low-carbon development and improving the quality of carbon measurement instruments [10]. - **Verification Capability**: Building platforms for practical carbon measurement and improving the accuracy of carbon emission factors [11]. - **Technical Services**: Providing various technical services related to carbon measurement, including calibration and data quality evaluation [11]. - **Data Analysis and Application**: Enhancing data collection and analysis in key industries to create a comprehensive carbon measurement system [12]. - **International Cooperation**: Engaging in international carbon measurement technology research and promoting cooperation with countries along the Belt and Road [12]. - **Talent Development**: Fostering a skilled workforce in carbon measurement through collaboration with universities and research institutions [12]. Main Procedures - **Unified Planning**: The market regulatory authority will oversee the overall planning and layout of the national carbon measurement center [13]. - **Application Process**: Encouraging qualified institutions to apply for establishing the carbon measurement center through provincial regulatory departments [13]. - **Approval and Acceptance**: The regulatory authority will guide and evaluate applications for the establishment of the carbon measurement center [14]. Support Measures - Regulatory departments are urged to prioritize the construction of the national carbon measurement center and share successful case studies to promote effective carbon measurement practices [15].
日程更新 | 第四届钠离子电池产业链与标准发展论坛
Core Viewpoint - The Fourth Sodium-Ion Battery Industry Chain and Standard Development Forum aims to promote the industrialization and standardization of sodium-ion batteries, scheduled to be held from September 24 to 26, 2025, in Weihai, Shandong Province [1][4]. Group 1: Forum Details - The forum is co-hosted by the China Electronics Standardization Institute and the Zhongguancun Energy Storage Industry Technology Alliance, with the Weihai Nanhai New District Management Committee as the organizer [3][4]. - The event will include discussions on standards, technology research, and the current state of the sodium-ion battery industry, with participation from government officials and industry experts [1][2]. - The forum will announce the sixth batch of sodium-ion battery evaluation passing units, the second batch of sodium-ion battery cycle life evaluations, and the first batch of low-temperature performance evaluation participants [1][2]. Group 2: Participation and Scale - Over 50 companies and nearly 70 product models have participated or passed evaluations, including notable firms such as Zhongke Haina, Huana Xinneng, and others [2][17]. - The expected scale of the forum is around 500 participants, including government departments, research institutions, and leading companies in the sodium-ion battery industry [4][16]. Group 3: Background and Industry Context - The sodium-ion battery industry has rapidly developed due to its advantages such as abundant resources, low cost, good temperature adaptability, and high safety [17]. - The forum aligns with national policies aimed at promoting energy production and consumption revolution, as well as achieving carbon peak and carbon neutrality goals [15][16]. - The sodium-ion battery industry chain has over 200 companies involved, indicating significant growth and interest in this sector [17].
乘联会小幅上调全年预期
Dong Zheng Qi Huo· 2025-08-10 07:43
1. Report Industry Investment Rating No relevant content provided. 2. Core Views of the Report - In the 31st week of 2025 (July 28 - August 3), domestic passenger car and new energy passenger car sales increased week - on - week. Passenger car retail sales were 465,000 units, a year - on - year increase of 2.8%; new energy passenger car retail sales were 247,000 units, a year - on - year increase of 10.4%, with a penetration rate of 53.1%. Since the beginning of the year, cumulative passenger car retail sales were 12.563 million units, a year - on - year increase of 7.0%; cumulative new energy passenger car retail sales were 6.407 million units, a year - on - year increase of 26.9%, with a cumulative penetration rate of 51.0% [2][110][118]. - The China Passenger Car Association slightly raised the full - year forecast for 2025. It is expected that passenger car retail sales will reach 24.35 million units, a 6% increase, with the forecast volume 300,000 units more than the June forecast; passenger car exports will be 5.46 million units, a 14% increase, with the forecast volume 160,000 units higher than the initial forecast; new energy passenger car wholesale will be 15.48 million units, a 27% increase, with the forecast volume slightly down from the June forecast, and the new energy wholesale penetration rate will reach 56%; automobile wholesale will be 34.04 million units, an 8% increase, with the forecast volume 5 percentage points higher than the initial forecast [2][108][118]. 3. Summary According to the Directory 3.1. Key Target Tracking - The report presents the weekly price changes of relevant sectors and listed companies. For example, among listed companies, Great Wall Motor (601633.SH) had a weekly increase of 3.00%, while BYD (002594.SZ) had a weekly decrease of 1.77% [16]. 3.2. Industrial Chain Data Tracking 3.2.1. China New Energy Vehicle Market Tracking - **Sales and Exports**: Charts show the sales (seasonal), penetration rate, domestic sales (seasonal), exports (seasonal), and sales of EV and PHV in the Chinese new energy vehicle market [17][22][24]. - **Inventory Changes**: Charts display the monthly new inventory of new energy passenger vehicle channels and manufacturers [26]. - **Delivery Volume of New Energy Vehicle Manufacturers**: Charts present the monthly delivery volumes of several new energy vehicle manufacturers such as Leapmotor, Li Auto, XPeng, etc. [29][33][35]. 3.2.2. Global and Overseas New Energy Vehicle Market Tracking - **Global Market**: Charts show the sales (by region), penetration rate, and sales of EV and PHV in the global new energy vehicle market [41][44]. - **European Market**: Charts present the sales, penetration rate, and sales of EV and PHV in the European new energy vehicle market, as well as the sales of EV and PHV in the UK, Germany, and France [46][49][50]. - **North American Market**: Charts show the sales, penetration rate, and sales of EV and PHV in the North American new energy vehicle market [59][60]. - **Other Regions**: Charts display the sales, penetration rate, and sales of EV and PHV in other regions, including Japan, South Korea, and Thailand [62][63][67]. 3.2.3. Power Battery Industry Chain - Charts show the power battery loading volume (by material), export volume (by material), weekly average price of battery cells, cell material cost, and the operating rates and prices of various battery materials such as ternary materials, precursors, lithium iron phosphate, etc. [78][82][83]. 3.2.4. Other Upstream Raw Materials - Charts present the daily prices of rubber, glass, steel, and aluminum [102][104]. 3.3. Hot News Summary 3.3.1. China: Policy Dynamics - The State Administration for Market Regulation plans to build a number of national carbon measurement centers by 2030, with priority given to the carbon measurement needs of key industries such as power batteries [108]. 3.3.2. China: Industry Dynamics - The China Passenger Car Association slightly raised the full - year forecast for 2025, including the increase in passenger car retail, exports, and automobile wholesale, and a slight decrease in new energy passenger car wholesale forecast [108]. - In July, the new energy wholesale sales were 1.18 million units, a year - on - year increase of 25%, and the cumulative wholesale from January to July was 7.63 million units, a year - on - year increase of 35% [109]. - From July 1 - 31, new energy retail sales increased by 14% year - on - year, and the cumulative retail sales since the beginning of the year increased by 30% year - on - year [110]. - From January to June, the domestic charging infrastructure increment was 3.282 million units, a year - on - year increase of 99.2%, and the vehicle - to - charging - pile increment ratio was 1.8:1 [111]. 3.3.3. China: Enterprise Dynamics - Sunwoda plans to list in Hong Kong and build a new production base in Vietnam with a total investment of no more than RMB 2 billion [113]. - Leapmotor's first batch of electric SUVs arrived in Brazil [114]. 3.3.4. Overseas: Policy Dynamics - Russia will allocate 5.7 billion rubles from 2025 - 2027 to develop electric vehicle charging infrastructure, aiming to have 28,000 DC charging stations with an output power over 149kW in operation by 2030 [114]. 3.3.5. Overseas: Industry Dynamics - In the UK, July passenger car sales decreased by 5.0% to 140,000 units, while pure - electric and plug - in hybrid vehicles increased by 9.1% and 33.0% respectively [115]. - In Germany, July passenger car sales increased by 11.1% to 265,000 units, with pure - electric and plug - in hybrid vehicles increasing by 58.0% and 83.6% respectively [116]. - In Brazil, July new car sales increased by 0.8% to 243,000 units, with pure - electric and plug - in hybrid vehicles increasing by 48.2% and 22.3% respectively [116]. 3.4. Industry Views - Similar to the core views, it emphasizes the sales situation in the 31st week of 2025 and the adjustment of the full - year forecast by the China Passenger Car Association [118]. 3.5. Investment Suggestions - The penetration rate of the Chinese new energy vehicle market exceeded 30% in 2023 and 50% since 2024. In 2025, high - competitiveness new car products continue to be launched, and price wars are gradually halted. Overseas, due to strong trade protectionism in Europe and the US, there are risks in exports. Attention should be paid to new growth points such as countries along the Belt and Road and the Middle East. In terms of the competitive landscape, domestic independent brands' market share continues to expand, and attention should be paid to companies with strong product capabilities, smooth overseas expansion, and stable supply [3][119].
绿色保险扩容升级 中国人寿寿险公司护航低碳经济生态圈
Zhong Guo Jing Ji Wang· 2025-08-08 07:26
在"双碳"战略引领下,中国绿色金融发展进入快车道。作为国内保险行业ESG实践领跑者,中国人寿保 险股份有限公司(以下简称"中国人寿寿险公司")秉持新发展理念,构建起"顶层设计-战略布局-产品创 新-投资实践"四位一体的绿色金融发展体系。通过将ESG治理深度融入企业发展战略,在绿色保险供 给、绿色投资布局、低碳运营实践等领域持续发力,以金融活水浇灌绿色发展,走出了一条具有国寿特 色的可持续发展之路。 中国人寿寿险公司勇当绿色金融先行者,助力经济社会发展全面绿色转型。构建具有自身特色的ESG和 绿色金融治理架构,明确董事会承担绿色金融主体责任。坚持创新、协调、绿色、开放、共享的新发展 理念,积极贯彻落实党中央关于碳达峰碳中和战略部署,建立健全绿色发展模式,全面系统将绿色发展 理念融入公司经营管理全流程,构建国寿特色绿色金融体系,力争成为行业绿色金融领跑者,助力社会 可持续发展。该公司借力人工智能,实现各环节线上处理,个人长险无纸化投保率近100%,个人线上 理赔使用率高达96.7%,便利客户服务,实现绿色低碳运营。 持续关注ESG因素对行业产生的影响,根据监管要求、市场环境及业务需求,适时配套相关产品。提升 绿色 ...
人民日报海外版丨让更多绿电“发得出、用得上”
国家能源局· 2025-08-07 10:03
Core Viewpoint - China has made significant progress in building a clean, low-carbon, safe, and efficient energy system during the "14th Five-Year Plan" period, with renewable energy becoming a major part of its energy consumption and generation [3][4]. Group 1: Achievements in Energy Transition - In China, one-third of electricity consumed is now generated from renewable sources, with the total installed capacity of power generation reaching one-third of the global total [3]. - The transition from coal-dominated energy to a diversified clean energy system has been achieved, enhancing national energy security and contributing to global energy transformation [3]. Group 2: Policy and Technological Advancements - The government has implemented strong policies to promote renewable energy development, including the Renewable Energy Law and favorable pricing policies that lower initial investment costs [4]. - China has established the world's largest and most competitive clean energy supply chain, with advancements in solar and wind technologies leading to significant cost reductions and efficiency improvements [4][5]. Group 3: Market Integration and New Energy Models - The construction of smart grids and the rise of distributed energy and microgrid models have improved energy utilization efficiency, allowing commercial users to access renewable energy locally [5]. - The increasing proportion of energy storage technology in renewable installations has stabilized power supply and enhanced reliability [5]. Group 4: Global Contributions - China's energy transition supports its commitment to peak carbon emissions and achieve carbon neutrality, influencing global energy market dynamics [6]. - By providing renewable energy technology and components globally, China is lowering costs and fostering the development of the global renewable energy industry [6][7].
对话“十四五”丨让更多绿电“发得出、用得上”
受访人:中国人民大学国家发展与战略研究院副院长 许勤华 问:中国加快构建清洁低碳安全高效的能源体系,在"十四五"时期取得了怎样的成绩? 答:大力发展清洁能源,是事关我国能源安全和经济社会发展全局的重大战略。从当前成果看,能 源转型成就有两个突出的"1/3":一是每用3千瓦时电中,就有1千瓦时是绿电;二是中国的发电装机容 量已经达到全球总量的1/3。这样的成绩来之不易。 答:近年来,国家出台一系列强有力政策推动新能源发展。可再生能源法为新能源产业长期稳定发 展提供法律保障,不断完善的电价政策激发经营主体积极性。比如,对风电、光伏发电给予标杆电价补 贴,有效降低了初始投资成本,加速项目落地。2025年,全国统一电力市场基础规则体系基本建立,新 能源发电企业通过"绿电交易"获得环境溢价,这在很大程度上激发了经营主体参与电力市场交易的热 情。 中国还不断攻克技术关键难题,加速产业升级。当前,中国多项新能源技术和装备制造水平在世界 领先,建立起全球最大、最完整和最具有竞争力的清洁能源供应链,推动清洁能源产业成长为现代化产 业体系的新支柱。在光伏领域,电池转换效率不断提升,推动光伏发电成本大幅下降,实现从"昂贵电 力"到 ...
建行山东省分行32亿信贷助力泰安抽水蓄能电站建设 为“超级充电宝”注入金融动能
Qi Lu Wan Bao· 2025-08-07 03:46
Core Viewpoint - The construction of the Tai'an Phase II Pumped Storage Power Station in Shandong is a significant project aimed at enhancing energy storage and stability in the region, with a total investment exceeding 10 billion yuan, contributing to carbon reduction efforts [1][2]. Group 1: Project Overview - The Tai'an Phase II Pumped Storage Power Station acts as a "super battery," storing excess electricity during low demand and releasing it during peak demand, thus stabilizing the Shandong power grid [1]. - The project is a key initiative under Shandong's 14th Five-Year Plan, expected to reduce coal consumption by 650,000 tons annually and significantly lower CO2 and SO2 emissions [1]. Group 2: Financial Support - China Construction Bank's Shandong branch provided a 3.2 billion yuan project loan, playing a crucial role in financing this provincial key project [1][2]. - The bank established a specialized task team to address project needs, combining expertise in policy research, product design, risk assessment, and process optimization [1][2]. Group 3: Ongoing Collaboration - Loan disbursement is viewed as the beginning of deeper cooperation, with the bank continuously analyzing project progress and financial needs [3]. - The bank has adjusted the financing structure and improved the credit rating of the project company to level 6, reflecting enhanced operational management and opening avenues for broader collaboration [3]. Group 4: Internal Coordination - The bank's internal collaboration has been vital, ensuring seamless connections between various stages of project evaluation, loan approval, and fund disbursement [4]. - As of now, the bank has disbursed 630 million yuan to support critical aspects of the project, ensuring timely progress in equipment procurement and construction [4].
让更多绿电“发得出、用得上”(对话“十四五”)
问:中国加快构建清洁低碳安全高效的能源体系,在"十四五"时期取得了怎样的成绩? 答:大力发展清洁能源,是事关我国能源安全和经济社会发展全局的重大战略。从当前成果看,能源转 型成就有两个突出的"1/3":一是每用3千瓦时电中,就有1千瓦时是绿电;二是中国的发电装机容量已 经达到全球总量的1/3。这样的成绩来之不易。 中国还不断攻克技术关键难题,加速产业升级。当前,中国多项新能源技术和装备制造水平在世界领 先,建立起全球最大、最完整和最具有竞争力的清洁能源供应链,推动清洁能源产业成长为现代化产业 体系的新支柱。在光伏领域,电池转换效率不断提升,推动光伏发电成本大幅下降,实现从"昂贵电 力"到"平民电价"的转变。风电技术也在大型化、智能化上飞速进步,单机容量不断刷新纪录,发电效 率稳定性显著提高。风电最大单机容量、光伏晶硅电池转化效率均在技术驱动下逐年提升,储能技术的 突破大幅提升了新能源消纳能力。 随着技术成本降低,新能源在能源消费市场占有率不断扩大,而智能电网建设稳步推进,电网对新能源 波动性的适应能力也在不断增强,助力实现新能源与传统能源灵活互补。同时,分布式能源、微电网等 新型供能模式,则让工商业用户社区能 ...
国开行:金融活水润泽绿水青山 为美丽中国添彩
Ren Min Wang· 2025-08-06 01:13
Group 1 - The core viewpoint of the articles emphasizes the significant role of the National Development Bank (NDB) in supporting green finance initiatives and projects aimed at achieving carbon neutrality and promoting sustainable development across various regions in China [1][2][4][12] - The NDB has provided substantial financial support for renewable energy projects, such as the ±800 kV UHVDC transmission project from Hami to Chongqing, which utilizes 14.2 million kilowatts of power sources, with over 70% coming from renewable energy [1] - The bank has also financed the construction of new energy logistics bases and battery swapping stations in Tangshan, with an initial loan of 88.05 million yuan to support the transition to electric heavy-duty trucks, enhancing clean transportation [2][3] Group 2 - The NDB's financing efforts have led to the establishment of the Longyangxia Water-Solar Complementary Photovoltaic Power Station, which has received 4.2 billion yuan in loans, contributing to significant carbon savings and promoting ecological restoration in the region [5][6] - The bank is actively involved in ecological restoration projects, such as the sewage treatment initiatives along the Fenhe River, providing 270 million yuan in loans to improve water quality and enhance local ecosystems [9][11] - The NDB is committed to exploring innovative financing models for ecological protection and green development, aiming to integrate economic growth with environmental sustainability [12][13]