英国发布全国清洁能源就业增长计划 中新社伦敦10月19日电 (记者 欧阳开宇)英国政府19日发布全国清洁能源就业增长计划，明确到2030年 该国清洁能源领域将新增40万个就业岗位，行业总就业人数预计增至86万。 英国政府称，这份计划聚焦技能培训、岗位质量保障与区域均衡发展，旨在借能源转型之力重塑工业就 业格局。 计划显示，31类职业为当前清洁能源领域急需岗位，其中水管工、电工、焊工需求最为旺盛，相关岗位 数量预计实现翻倍甚至三倍增长。清洁能源岗位薪资优势显著，入门级岗位薪资较其他行业同岗位高 23%，风电、核电等领域平均年薪超5万英镑(约47万元人民币)。 为培育合格劳动力，英国将新建5所清洁能源技术学院。同时，英国还将投入2000万英镑(约1.9亿元人 民币)帮助油气行业工人转型，推广"能源技能护照"，方便其进入海上风电、核电等领域。 区域布局上，苏格兰和英格兰东部将成为最大受益地区，到2030年两地清洁能源直接就业人数均有望达 6万；英格兰西北部、东南部等地也将新增数万岗位，相关岗位主要分布在沿海及传统工业社区。英国 能源大臣米利班德表示，这份计划将让年轻人无需离开家乡就能找到高薪稳定工作，助力实现全国经 ...

来源：环球网 【环球网科技综合报道】10月19日消息，据路透社援引知情人士透露，总部位于英国、专注于能源转型 矿物定价与数据研究的Benchmark Mineral Intelligence公司，近几周已裁撤至少五分之一岗位。 该公司成立已有11年，过去几年随着市场对电动汽车及其他清洁能源所需矿物——如锂、铜等——的关 注升温，业务迅速扩张。 三位消息人士称，本次裁员人数至少40人，该公司目前员工总数为200人。其中两位指出，受影响的部 门涵盖可持续发展、销售及市场营销。 该公司首席执行官安德鲁·米勒在回复路透社的电子邮件中表示，公司"近期已完成一轮重组"，但未就 裁员事宜进一步置评。他补充道："此次调整是我们持续提升Benchmark产品品质与交付能力的一部 分，重点在于加大对技术和人工智能方向的投入。" 一位消息人士指出，矿物价格疲软——特别是电池金属锂的价格下滑——对Benchmark的业务造成拖 累。该公司的客户群涵盖矿业企业、电池制造商及政府机构。 由于电动汽车普及速度不及预期，锂价自2022年见顶以来已大幅回落。 Benchmark在上周发布于官网的研究报告中预测，今年第四季度美国电动汽车销量将出 ...

汇聚全球力量，促进城市与新能源产业深度融合。10月23日至25日，今年国际能源变革论坛将在苏 州举办，2025苏州国际新能源博览会也将同步举办。 论坛举办在即，苏州能源企业倍感期待。 "今年是国际能源变革论坛在苏州举办的第十年。我们始终坚信，技术创新是突破能源转型瓶颈的 钥匙。"协鑫集团董事长朱共山表示，集团锚定硅、锂、碳等材料及光伏新技术等核心赛道持续攻坚， 要以"十年磨一剑"的定力打破国外垄断，为中国新能源产业既增加规模体量，更增添技术底气。 据了解，本月初，协鑫集团埃塞俄比亚20万方撬装液化天然气（LNG）工厂正式投产。同一天， 协鑫LNG液化撬装二期及天然气发电、炼油产业等大型项目也同步奠基开工。这标志着该集团进军海 外市场迈出关键一步，将帮助埃塞俄比亚优化能源结构、推进自主化供给，也为共建"一带一路"框架下 的中非能源产业深度合作注入强劲动能。 协鑫集团进军海外市场的底气来自对技术创新的执着追求。今年6月，协鑫光电全球首个GW级钙 钛矿产业基地在昆山投产，并完成C轮融资。7月10日，协鑫光电自主研发的钙钛矿光伏组件凭借全球 领先的光电转化效率和产业化突破，入选2025"苏州十大产业科技成果"，成为绿 ...

Core Insights - The Greater Tortue Ahmeyim (GTA) cross-border gas project has been awarded the "Best Gas Monetization Strategy" at the 2025 African Energy Week, highlighting its contributions to energy security and local economic development in Senegal and Mauritania [1][2] - The project, involving a partnership between BP, Kosmos Energy, the Mauritanian National Oil Company, and Senegal's Petrosen, signifies a major breakthrough in sustainable resource development for Senegal [1][2] - The GTA project is set to produce 2.3 million tons of LNG annually, with a total gas reserve of over 150 trillion cubic feet (approximately 4.24 trillion cubic meters), positioning Senegal as a key energy hub in West Africa [2][3] Economic Impact - The GTA project aims to reduce Senegal's dependence on energy imports by providing domestic gas supply, thus promoting local industrial transformation and value addition [2] - It is expected to create thousands of direct and indirect jobs across various sectors, including engineering, logistics, maintenance, and support services [2] - The project aligns with Senegal's national gas development strategy, which is part of the Emerging Senegal Plan (PSE), demonstrating the country's capability to convert natural potential into sustainable wealth [2]

Investment Rating - Industry Rating: Recommended [4] Core Views - The ongoing U.S. government shutdown and rising credit crisis concerns have led to expectations of interest rate cuts, resulting in sustained highs for gold and silver prices. COMEX gold rose by 5.76% to $4,267.90 per ounce, while COMEX silver increased by 6.55% to $50.63 per ounce. SHFE gold and silver also saw significant increases of 10.53% to 999.80 yuan per gram and 12,249.00 yuan per kilogram, respectively [1][2][30]. Summary by Sections Precious Metals - The gold-silver ratio fell by 0.74% to 84.30. SPDR Gold ETF holdings increased by 966,285.71 troy ounces, and SLV Silver ETF holdings rose by 1,452,401.60 ounces [1][30]. - The U.S. government shutdown has entered its 17th day, with significant economic impacts estimated at a weekly loss of $15 billion. The ongoing geopolitical tensions and the potential for further interest rate cuts are expected to support gold prices [3][45][46]. - The silver market is experiencing extreme tightness, leading to a historical "short squeeze" with leasing rates exceeding 35%. Global silver shortages are projected to reach approximately 3,660 tons in 2025, with industrial demand expected to grow due to AI-driven applications [7][47]. Base Metals - In the LME market, copper prices rose by 2.25% to $10,607.00 per ton, while aluminum increased by 1.18% to $2,778.50 per ton. Zinc and lead prices, however, saw declines [8][9]. - The supply of copper is expected to tighten due to production disruptions in major mines, with a projected reduction of 200,000 tons in Q4 2025. The macroeconomic environment remains supportive of copper prices, with expectations of continued U.S. dollar depreciation [10][11][21]. - Aluminum demand remains stable, with production expected to increase due to new projects. The profit margins for electrolytic aluminum are improving as raw material costs decline [12][22]. Minor Metals - Magnesium prices have decreased by 1.43% to 17,920 yuan per ton, while molybdenum prices rose by 3.28% to 283,500 yuan per ton due to increased demand from steelmaking [17][18]. - The market for vanadium remains under pressure, with prices declining as steel demand has not met expectations [18]. Investment Recommendations - The report suggests focusing on gold and silver stocks due to their expected performance in the current economic climate. Recommended stocks include Chifeng Jilong Gold Mining, Shandong Gold, and Zhongjin Gold [6][20][47].

Core Insights - The fourth "Double Innovation" competition in the optoelectronic information industry was held in Changchun, focusing on promoting technological innovation and industrial integration [1][2] - A total of 332 projects registered for the competition, with 60 teams advancing to the preliminary round, showcasing the vitality and technological foresight of returning overseas students [2] Group 1: Key Projects - The "Smart Car Shed" project by Jilin Kunxi New Energy Co., Ltd. has established 100 car sheds in Changchun, collaborating with multiple state-owned enterprises and reaching a user base of 120,000. The project addresses winter charging efficiency and grid pressure issues, utilizing "green electricity direct connection" and "vehicle-to-grid" (V2G) technology, with a cost recovery period of approximately two years [1] - Zhejiang Skyworth Microelectronics Co., Ltd. presented a project focused on the research and development of third-generation compound semiconductor materials, specifically chemical mechanical polishing liquids for silicon carbide and gallium nitride. The project is currently in the customer testing and small-scale production phase, with potential local partnerships for capacity layout [1] - Jilin Rishui New Energy Co., Ltd. introduced a "Direct Current Power Internet" project, proposing an innovative approach to the underlying architecture of power systems. The project aims to construct an efficient and safe block-based direct current grid, significantly reducing line losses in photovoltaic power plants and enhancing grid capacity and resilience [2] Group 2: Event Significance - The competition serves as a platform for overseas returnees to showcase their innovative achievements and is a significant opportunity for Jilin Province to connect with high-end resources in the optoelectronic industry and promote the implementation of technological achievements [2]

Core Viewpoint - The future energy transition in China presents both significant opportunities and challenges, particularly in reducing dependence on coal, which previously accounted for 50% of global coal consumption [1] Group 1: Energy Transition in China - The core opportunity and challenge for China's energy transition in the next five years is to reduce reliance on coal [1] - The transition is seen as both a critical step and a major opportunity for the country [1] Group 2: Global Sustainable Investment Landscape - The current global sustainable investment climate has shifted towards a more cautious investor mindset, influenced by socio-economic and political factors in Europe and the U.S. [1] - Investors are now focusing on the economic feasibility and commercial attractiveness of projects rather than purely optimistic projections [1] Group 3: Unique Advantages of the Asia-Pacific Region - The Asia-Pacific region has unique advantages as energy transition is closely linked to economic and energy security [1] - Countries in the region are developing differentiated industrial strategies to attract investment by addressing concerns such as long-term returns and foreign exchange risks [1] Group 4: Learning from China's Experience - The global community is encouraged to recognize and learn from China's achievements in technological innovation and large-scale application in renewable energy [1] - There is a call for collective participation in the renewable energy transition process, leveraging China's technological advantages [1]

Core Points - The 2025 Sustainable Global Leaders Conference will be held from October 16 to 18 in Shanghai, co-hosted by the World Green Design Organization and Sina Group, with support from the Shanghai Huangpu District Government [1] Group 1: Company Initiatives - Hong Kong and China Gas Group's ESG Director Bien Wong highlighted the company's long-standing commitment to renewable energy, having ceased coal production since 1967 [3][5] - The company is involved in various renewable energy projects, including hydrogen energy and sustainable aviation fuel, and operates a green methanol facility for the shipping industry in Inner Mongolia [5][6] - The company serves over 40 million customers, translating to a potential audience of over 100 million when considering an average of three individuals per customer [6] Group 2: Industry Insights - The energy sector must prioritize understanding emission reduction demands before producing renewable energy to avoid oversupply issues [6] - The historical context of energy production is crucial for determining the applicability of renewable energy solutions within existing industry structures [6] - ESG considerations are increasingly important for investors in the energy sector, as the development of low-carbon energy is closely linked to ESG initiatives [7]

Core Insights - The event highlighted the significant role of global capital in shaping sustainable development, with a focus on ESG (Environmental, Social, and Governance) investments [1][3]. Group 1: China's ESG Development - China has made remarkable progress in ESG development, particularly in renewable energy, solar power, and electric vehicles, surpassing the rest of the world in solar capacity and EV installations last year [4][5]. - The current information disclosure system in China is evolving, with a need for standardized data to mitigate investor concerns and the risk of "greenwashing" [4][5]. - There is a strong opportunity for growth in ESG investments in China, but improvements in the investment disclosure framework are necessary [4][5]. Group 2: Investment Strategies and Recommendations - Investors are increasingly focused on short- to medium-term transformation goals rather than just long-term commitments, with metrics like green capital expenditure being crucial [5]. - Recommendations for Chinese investors include establishing a clear financial product disclosure framework, drawing on European experiences, and defining various investment categories such as ESG integration and thematic investing [5][6]. Group 3: Localizing Global ESG Models - The company has invested significantly in local talent and knowledge to adapt global ESG models to the Chinese market, covering approximately 9,000 domestic companies to assess their ESG disclosure quality [7][8]. - The company's global strategy aligns with China's strategic goals, such as carbon neutrality and sustainable development, particularly in the context of the upcoming COP30 climate conference [8][9]. - Future plans include enhancing collaboration with local financial institutions and attracting international capital to support the growing green finance market in China [9].

Core Insights - The global energy landscape is undergoing profound changes, driven by multiple factors, with battery storage, photovoltaics, electric mobility, and natural gas as the four key drivers of transformation [2] - The BNEF event aims to discuss these critical issues with industry experts, focusing on the Greater Bay Area's transition to a low-carbon and efficient energy future [2] Group 1: Global Energy Market Trends - The global energy storage market is rapidly expanding, with an expected annual growth rate of 14.7% until the end of 2035, and China is projected to maintain its leading position [4] - China is transitioning towards a market-oriented approach as mandatory storage requirements are phased out, raising questions about the future of large-scale and commercial storage [4] - The photovoltaic market is experiencing a "de-involution" policy, with hopes for a recovery in spot prices, although the fundamental issue of oversupply remains unresolved [4] Group 2: Electric Vehicles and Charging Infrastructure - New energy vehicle sales are reaching new highs, but regional markets are developing differently due to technological advancements, policy changes, and geopolitical factors [4] - The differentiated development of the new energy vehicle market will impact the demand and layout of charging infrastructure [4] - Attention is drawn to emerging technologies and business models in the electric vehicle sector [4] Group 3: Natural Gas Market Outlook - In the context of geopolitical instability and energy transition, energy planners are tasked with developing innovative procurement and utilization strategies to ensure a balance between energy security and economic efficiency [4] - The evolution of the natural gas market in China and globally is anticipated during the 14th Five-Year Plan period [4] Group 4: Event Agenda - The event features a series of presentations, including in-depth analyses of global energy storage and China's commercial storage market, global photovoltaic market outlook, and charging infrastructure market trends [5] - The agenda includes discussions led by BNEF analysts, focusing on the future of natural gas and LNG markets [5][6]