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孙瑞哲:2005年——2022年纺织工业行业碳排放强度下降超60%,近两年继续下降14%
Jing Ji Guan Cha Bao· 2025-06-25 15:35
当日,中国纺织信息中心发布的《中国纺织业脱碳可再生能源投资可行性研究报告》(下称《报告》)显 示,中国作为全球纺织服装生产和消费的核心枢纽,其纺织纤维加工量占全球总量50%以上,纺织工业 年碳排放量约占全国总量的2%。 《报告》认为,中国纺织行业推进的全面电气化,正将终端减碳的关键需求转向电力供应侧。从能源结 构来看,纺织行业排放主要源于能源使用,其中煤炭消耗产生的排放占比已从 2005年的35%大幅下降 至3%。与此同时,随着行业电气化水平持续提升,电力使用导致的排放占比从12%攀升至62%。 中国纺织工业联合会推进的"30·60碳中和加速计划"显示,绿色电力(绿电)作为核心减碳路径之一, 其应用在纺织企业中正快速增长。2022年调研数据显示,已有66%的制造企业和25%的品牌企业开始使 用绿电;绿电在企业总用电量中的占比也从2020年的1%上升至8%。 (原标题:孙瑞哲:2005年——2022年纺织工业行业碳排放强度下降超60%,近两年继续下降14%) 中国纺织工业联合会会长孙瑞哲在6月25日召开的"2025气候创新·时尚大会"上表示,2005年——2022年 中国纺织工业行业碳排放强度下降超过60%,近 ...
国网庆阳供电公司:电染瓜田千顷绿 能凝盛夏万颗甜
盛夏时节,庆阳市合水县老城镇牧家沟村的麒麟西瓜种植基地迎来丰收季。成片的瓜田里,圆滚滚的西瓜缀满藤蔓, 瓜农们穿梭其中忙着采摘、分拣、装车,一派热火朝天的景象。近日,国网庆阳供电公司工作人员走进种植基地,为这 场"甜蜜丰收"进行安全用电巡检。 走进牧家沟村西瓜种植核心区,碧绿瓜藤间,成熟的麒麟西瓜表皮花纹清晰,切开后金黄的瓜瓤、饱满的汁水令人垂 涎。"今年西瓜长得特别好,口感脆甜,特别受欢迎,这都多亏了稳定的电力。"种植户赵师傅抱着刚摘的西瓜,眼角笑出 了褶子,"以前最怕用电高峰水泵'罢工',现在24小时电不断,滴灌系统'喝饱电',西瓜自然长得好。" 除了筑牢电力"硬支撑",国网庆阳供电公司也做足服务"软功夫"。组织共产党员服务队定期到基地开展安全用电检 查,帮助种植户排查隐患、宣传知识、解答疑问;开通办电"绿色通道",简化流程、缩短接电时间,全力保障农户用电需 求。 "电力不仅保障了丰收,更点亮了产业发展的希望。"合水县农业农村局相关负责人表示,依托麒麟西瓜产业,当地已 形成"种植+冷链+销售"一体化产业链,带动就业超200人,户均年增收超4万元。 下一步,国网庆阳供电公司将持续优化农村电网结构,深化"电力 ...
国务院国资委:强化产运储销衔接,保障电煤安全稳定供应
news flash· 2025-06-25 07:14
Core Viewpoint - The State-owned Assets Supervision and Administration Commission (SASAC) emphasizes the importance of ensuring stable supply of thermal coal and enhancing the coordination of production, transportation, storage, and sales to support energy and electricity supply during peak summer demand [1] Group 1: Energy Supply Measures - Central enterprises are required to accelerate the construction of regulated thermal power projects to ensure the safety of thermal coal inventories [1] - There is a focus on strengthening the coordination of gas sources and pipeline transportation to meet peak gas demand for electricity generation [1] - Continuous improvement of renewable energy consumption and regulation capabilities is necessary, along with exploring the potential for cross-regional and cross-provincial electricity transmission [1] Group 2: Safety and Emergency Preparedness - Emphasis on meticulous demand-side management to ensure the safe operation of the power grid and reliable electricity supply [1] - Increased efforts in hazard identification and the development of emergency response plans to maintain safety production standards [1]
湖北电力现货市场运行成效解码
Zhong Guo Dian Li Bao· 2025-06-25 05:17
6月6日,湖北电力现货市场结束416天连续试运行后正式转正,成为国家第二批电力现货市场建设试点 中首个实现正式运行的省级市场。湖北也成为全国第6个迈入现货市场正式运行的省份。 自2021年纳入电力现货市场建设试点以来,湖北积极构建适应新型电力系统的市场化运行机制。立 足"水风光三足鼎立、送受电双向互济"的能源格局,湖北凭借三峡外送起点、西电东送骨干通道、南北 互供关键枢纽的区位优势,构建起"中长期+现货+辅助服务+零售市场+绿电绿证"五位一体、"省内+省 间"协同运行的电力市场体系,为全国统一电力市场建设提供了"荆楚实践"。 运行端实现"三个转变" 筑牢电力保供安全网 电力供应的安全稳定,是经济社会平稳发展的基石。湖北电力现货市场聚焦运行端变革,实现电力生 产、电网调度和新能源管理的全方位升级,为电力安全保供构筑起坚实防线。 在电力生产领域,湖北实现从计划到市场的跨越。"以往,电厂发电计划由调度中心统一安排。如今, 68台统调燃煤电厂、288座集中式新能源场站全部'报量报价'参与现货市场。"国网湖北省电力有限公司 电力调度控制中心(以下简称"湖北电力调控中心")副主任邵立政表示,各机组依据报价高低确定开机 顺 ...
白云电器: 广州白云电器设备股份有限公司相关债券2025年跟踪评级报告
Zheng Quan Zhi Xing· 2025-06-24 17:33
Core Viewpoint - The credit rating report for Guangzhou Baiyun Electric Equipment Co., Ltd. indicates a stable outlook, supported by strong order backlog and market demand in the smart grid, rail transit, and ultra-high voltage sectors, despite facing short-term debt pressures and capacity digestion challenges [3][6][8]. Financial Performance - As of 2024, the company reported total assets of 100.09 billion, total liabilities of 29.67 billion, and operating revenue of 49.85 billion, with a net profit of 1.90 billion [3][4]. - The company’s short-term debt is projected to reach 24.32 billion by the end of 2024, constituting 82.52% of total debt, indicating significant short-term debt pressure [6][8]. - The net profit margin for 2024 is expected to be 3.86%, with a return on total assets of 2.58% [4][20]. Market Position and Demand - The company maintains stable relationships with major clients such as State Grid and Southern Grid, with a backlog of orders amounting to 79.85 billion as of 2024, ensuring future revenue stability [6][15]. - The demand for electric power distribution and control equipment is expected to grow due to the ongoing construction of new energy systems and urban rail transit networks [11][12]. Operational Challenges - The company faces challenges related to the digestion of newly added production capacity, particularly in the electric power capacitor and transformer segments, which may lead to underutilization [16][18]. - The industry is characterized by long project cycles and complex customer payment terms, leading to potential risks in inventory depreciation and accounts receivable collection [7][8]. Industry Environment - The electric power distribution equipment market is supported by strong demand driven by infrastructure upgrades and the rapid development of renewable energy [11][12]. - The national policies promoting high-quality development of distribution networks and large-scale equipment updates are expected to further stimulate market growth [11][12]. Competitive Landscape - The company’s core business focuses on the research, production, and sales of complete switchgear, electric power capacitors, components, and transformers, with complete switchgear being the primary revenue contributor [14][15]. - The company has established strategic partnerships with leading new energy firms, enhancing its competitive position in the market [15][16].
政策与市场共振 电力设备行业表现亮眼
Zheng Quan Ri Bao· 2025-06-24 16:32
Core Insights - The national power generation capacity reached 3.61 billion kilowatts by the end of May, with a year-on-year growth of 18.8%, and solar power capacity increased by 56.9% [1] - The power equipment sector has shown strong performance in the secondary market, driven by policy support, industrial upgrades, and proactive adjustments by companies [1] - The new energy system construction is creating new growth opportunities in emerging fields such as energy storage and virtual power plants [2] Investment and Mergers - Several A-share power equipment companies are actively pursuing mergers and acquisitions across various sectors, including power generation equipment and photovoltaic technology [2] - Inner Mongolia Power Investment announced plans to acquire 100% of the shares of a coal power company, indicating ongoing consolidation in the industry [2] - State Power Investment Corporation is also engaging in significant acquisitions to enhance its market competitiveness [3] Technological Advancements - Companies are increasingly focusing on cutting-edge technologies to capture market share, such as virtual power plant platforms that integrate distributed energy resources [5] - The industry is expected to shift from capacity expansion to deep integration centered on technological collaboration over the next 3 to 5 years [4] - There is a growing emphasis on energy storage and virtual power plants, which require advancements in long-duration storage technology and precise load forecasting [6][7] Structural Challenges - The industry faces structural contradictions, including the mismatch between renewable energy growth and grid absorption capacity, as well as fluctuations in market prices versus user electricity price tolerance [6] - Companies are encouraged to develop flexible adjustment devices and optimize user electricity strategies to address these challenges [6] Strategic Recommendations - Companies should adopt a dual-driven model of "technological innovation + global layout" to enhance core competitiveness and mitigate trade barriers [7] - Continuous innovation and strategic positioning are essential for companies to seize opportunities in the evolving industry landscape [7]
第九届南博会闭幕:国内外新老客商齐聚 外贸订单纷至沓来
Zheng Quan Ri Bao· 2025-06-24 16:31
6月24日,为期6天的第九届中国—南亚博览会(以下简称"南博会")圆满落幕。本届南博会吸引了2510家 境内外企业参展,较上届同比增长14.7%。截至6月24日12时,本届南博会实际签约商贸合同153个,外 贸合同金额达84.79亿元,入馆人次突破50万,成为中国与南亚国家深化合作的标志性平台。 在本届南博会上,来自不同国家的特色服饰、非遗文创、创意食品、智能家居等产品汇聚一堂,架起了 区域协作的桥梁,吸引了各国客商"奔赴"这场盛会,共觅商机。 沟通洽谈火热 在南博会现场,记者感受到了澎湃的市场活力,展馆内人潮涌动,国内外新老客商齐聚,沟通洽谈火 热。 "多次参加南博会,我已经积累了很多老顾客。"马里香料商人艾菲开心地向记者说。展馆内,像艾菲这 样的"老朋友"不在少数,斯里兰卡椰子壳手工艺人阿吉塔也已多次参展,他告诉记者,自己的"椰子 壳"产品非常受欢迎,明年还会继续参展。 南网澜湄国际公司专门将公司在越南、老挝、缅甸、泰国和柬埔寨等地的项目成果打造成VR实景项 目,参观者能够身临其境感受各国灯火通明的夜景。公司国际交流合作中心总经理许宇晓对《证券日 报》记者表示:"南方电网公司的科技成果不仅在中国应用,并且 ...
美的打出一张暗牌
虎嗅APP· 2025-06-24 14:31
以下文章来源于妙投APP ,作者董必政 妙投APP . 出品 | 妙投APP 作者 | 董必政 头图 | 合康新能官网 在大众的认知中,美的集团一直是to C的家用电器领域的巨头。但更多人不知道的是,美的的B端业 务这几年来也在持续增长。 2024年美的集团B端的营业已经占到其总营收的25.67%,较2020年的18.5%提升7个百分点。 目前,美的的B端商业及工业解决方案业务涉及的领域包括但不限于:新能源与工业技术、机器人 及自动化、智能建筑科技等。 2025年6月11日,美的能源举行了上海 SNEC 战略发布会。这场发布会,美的向外界传递了其在能 源领域战略布局意图的关键时刻。 # 01 一、一鱼多吃 虎嗅旗下二级市场投研服务品牌,为您提供精选上市公司价值拆解,热门赛道产业链梳理 在商业竞争日益激烈的当下,市场客户资源有限,企业如何在有限的客户群体中实现营收增长,成 为一大难题。 美的集团凭借其一鱼多吃的打法,巧妙地解决了这一问题,为B端业务拓展了新的边界,提升了营 收天花板。 截至2024年,在美的4大B端板块中,新能源与工业技术、机器人与自动化、智能建筑科技、创新业 务分别占比为8.26%、7.05% ...
6月24日电,美国能源部长发布紧急命令,确保东南部电力网络稳定以应对热浪。
news flash· 2025-06-24 13:50
智通财经6月24日电,美国能源部长发布紧急命令,确保东南部电力网络稳定以应对热浪。 ...
智光电气已斩获超2.7GWh级联型高压直挂储能项目
1、公司如何看待136号文对储能市场的影响? 答:136号文取消了"强制配储",短期可能会对市场造成一定的影响; 从长期来看新型电力系统建 设、双碳目标等对储能的需求并未发生重大变化,市场客户会更看重储能电站全生命周期的经济性; 智光电气倡导的级联型高压储能路线平均转换效率高(与低压方案高出6%以上) 、单机容量大、构网 能力强,全生命周期度电成本低,十分符合136号文之后配储需要。 2、公司目前的储能业务订单情况如何? 文 | 中关村储能产业技术联盟 6月20日,智光电气披露公司《投资者关系管理信息20250619》,就136号文对储能市场的影响、公 司目前储能业务订单情况、公司投资建设的独立储能电站进展、公司海外业务布局及进展等问题予以回 复。 详情如下: 答:智光储能设备及系统集成业务在2025年以来保持了快速增长,截止目前分别在甘肃、广东、内 蒙 、 新 疆 、 河 北 、 浙 江 、 青 海 、 辽 宁 等 地 成 功 签 约 大 型 储 能 电 站 项 目 , 中 标 / 签 约 项 目 规 模 超 4.4GWh,其中级联型高压直挂储能项目超过2.7GWh。 3、公司投资建设的独立储能电站进展如何 ...