Core Viewpoint - Jilin Electric Power Co., Ltd. (吉电股份) has made significant advancements in the green energy sector, particularly with its integrated green hydrogen and ammonia project, which has set multiple global records [1] Company Overview - Jilin Electric Power Co., Ltd. is primarily engaged in electricity production and sales, with a focus on renewable energy generation and hydrogen energy [1] - The company is based in Jilin Province and is one of the key energy enterprises in the region [1] Recent Developments - The company’s Daan wind-solar integrated green hydrogen synthesis ammonia demonstration project has been completed and is now operational [1] - This project has achieved four global records: 1. The largest scale of green ammonia single production project launched at once 2. The largest scale of alkaline and PEM mixed electrolysis water hydrogen production 3. The largest scale of direct current microgrid hydrogen production 4. The largest scale of solid-state hydrogen storage [1] - The project is expected to reduce carbon emissions by approximately 650,000 tons annually and save about 230,000 tons of standard coal [1] Strategic Partnerships - The company has recently signed cooperation agreements with several domestic and international enterprises to accelerate the sales of green ammonia and green methanol products [1] Market Performance - As of August 4, 2025, the stock price of Jilin Electric Power Co., Ltd. was 5.20 yuan, reflecting an increase of 0.03 yuan or 0.58% from the previous trading day [1] - The trading volume for the day was 201,294 hands, with a transaction amount of 104 million yuan [1] - Over the past five days, there has been a net outflow of main funds amounting to 59.38 million yuan, representing 0.34% of the circulating market value [1]

中新社山西朔州8月4日电 (记者胡健)来自16个国家的18位亚洲周边国家驻华外交官4日下午开启访晋之 行，他们将在为期5天的行程中探访山西抗战遗址、新质生产力、绿色能源、乡村振兴、文化遗产等领 域。 菲律宾驻华使馆外交官赖雪兰参观完中煤平朔博物馆后表示，"这是我们学习中国能源发展经验的宝贵 机会，我们在可再生能源领域与中国有广泛合作，期待就保障能源稳定与中国深化合作。" 其间，参访团还将走进右玉精神展览馆、大同煤矿万人坑遗址纪念馆、平型关大捷纪念馆、大同黄花产 业园和生物医药产业园等地，参观世界文化遗产云冈石窟、辽金寺院华严寺等。(完) （文章来源：中国新闻网） 这是中国外交部亚洲司举办的"周知中国"活动。来自新加坡、泰国、朝鲜、韩国、尼泊尔、柬埔寨、菲 律宾、老挝、巴基斯坦、斯里兰卡、孟加拉国、马尔代夫、越南、缅甸、文莱、东帝汶等国家的驻华外 交官参加。 当日下午，参访团来到位于山西朔州的中煤平朔博物馆。该馆以"改革开放试验田"为主题，通过10个展 区展示平朔从1979年中美合作办矿到能源转型的历程，运用图片、雕塑、声光电等多媒体方式，呈现其 作为改革开放"试验田"的探索精神。 ...

Core Viewpoint - The introduction of the "Guidelines for the Layout and Investment Direction of Government Investment Funds" and the "Management Measures for Strengthening the Guidance and Evaluation of Government Investment Fund Investment" signifies a structured approach to the development and management of government investment funds in China, aiming to enhance efficiency and effectiveness in investment allocation [3][4]. Group 1: Guidelines Overview - The "Guidelines" serve as an investment "steering wheel," outlining supported industries and prohibited sectors, representing "pre-planning" [3]. - The "Management Measures" function as an "instrument panel," tracking actual fund allocations through a set of indicators to ensure adherence to policy directions, representing "post-evaluation" [3]. - Together, these documents establish a closed-loop mechanism for government investment funds from establishment to performance management [3]. Group 2: Investment Focus - The "Guidelines" encourage investments in high-end capacity and key technological breakthroughs, explicitly prohibiting investments in restricted and eliminated industries as per the "Industrial Structure Adjustment Guidance Catalog" [4]. - The focus is on precise investments in critical technologies and core industries, such as artificial intelligence, advanced manufacturing, and green energy, moving away from "old capacity" and low-level repetitive construction [4]. - The guidelines emphasize that investments should not be aimed at attracting investment but rather at breaking local protectionism, allowing fund resources to better serve regional characteristic industry upgrades and the incubation of strategic emerging industries [4]. Group 3: Evaluation Mechanism - The evaluation indicators in the "Management Measures" include policy orientation compliance, investment layout optimization, and policy execution capability [4]. - A notable feature of this mechanism is the results-oriented approach with differentiated rewards, where high-performing funds may receive policy support and funding, while underperformers face potential penalties [4]. - This creates dual pressures for fund managers to invest accurately and effectively, while also providing incentives such as higher credit ratings and increased government resource allocation [4]. Group 4: Future Implications - The government investment funds are expected to support technological innovation and the development of new productive forces, facilitating the transition from research to industry, particularly in high-risk early-stage fields like biomanufacturing [5]. - This initiative is anticipated to lead to more domestic technology products, high-quality job creation, and an improved entrepreneurial environment [5].

中国发展网讯 近日，中国电力建设企业协会公布2025年度"中国电力优质工程"评审结果，国家电投山 东公司所属山东半岛南海上风电基地U场址一期450兆瓦项目、诸城100兆瓦/204兆瓦时储能示范项目和 东明100兆瓦/200兆瓦时储能项目3个项目获评该奖项，获奖数量集团公司排名第一，圆满完成年度工程 建设创优任务。 国家电投东明100兆瓦/200兆瓦时储能项目作为山东省第二批储能示范项目，以"超前策划、样板引 路"打造优质工程。设计上首创多级消防安全系统并纳入地方标准，采用"锂电+液流电池"混合储能技术 及100%预制舱式设计，将土地利用率提升至10.38%；管理中构建"四方一体"质量体系，获电力企业现 场管理五星级现场；打造"储能+光伏+风电"绿色场站，降低厂用电；该工程获发明专利1项、实用新型 专利2项，多项QC成果奖，优质工程"四大专项评价"均达优良等级，在储能行业树立新标杆。 2023年，国家电投海阳100兆瓦/200兆瓦时储能项目正式获评"中国电力优质工程"和"中国安装工程优质 奖"，实现了公司在行业优质工程奖项上零的突破。2024年，国家电投山东半岛南海上风电基地V场址 500兆瓦项目正式获评"中国 ...

齐鲁晚报.齐鲁壹点邹慧邹杰 在日照高新区的现代化厂房里，一排排机械臂正对准深蓝色电池片精准焊接，激光划片机在光伏组件上留下细密纹路。流水线的尽头， 员工老张托起储能电池箱笑着说，"这'大号充电宝'在非洲能换两头牛！上个月刚往坦桑尼亚发了8个集装箱。" 这里是山东鑫泰莱光电股份（600184）有限公司(以下简称鑫泰莱光电)的智能化生产车间。若不是门口那块"国家级专精特新小巨人企 业"牌匾，很难想象这家工厂正以每年1GWh磷酸铁锂电芯的产能，在全球储能赛道上跑出"瞪羚速度"。 绿色产品紧追市场需求 但到了2022年，硅料价格"跳水"，组件单价从1.8元/瓦暴跌至0.6元/瓦。鲁璐说，利润薄得像张纸，必须转型。公司在非洲考察时发现， 很多尼日利亚家庭用柴油发电机照明，这催生了公司储能业务的想法。管理层拍板转型：砍掉七成组件产能，发力储能赛道！研发室的 灯从此彻夜长明。 当年底，鑫泰莱光电投入锂电池电芯生产线，两条PACK组装线如"变形金刚"，既能生产5度电的家用储能，也能组装100度电的工商业储 能系统。 "小光伏"跑出"大储能" 2010年10月，鑫泰莱光电初入日照高新区时，仅是家生产路灯配套小光伏组件的"新兵" ...

Core Viewpoint - E智云 is positioned as a transformative company that integrates energy solutions into the fabric of urban life, focusing on carbon neutrality and sustainable development for China's future [1][3][9] Group 1: Company Vision and Strategy - E智云 aims to build a comprehensive urban energy ecosystem that integrates wind, solar, storage, and battery swapping into a profitable and operational system [4][9] - The company emphasizes the importance of being a reliable partner for cities, focusing on trust and sustainable development rather than merely commercial success [5][9] - E智云 is committed to deep participation in national strategies, transforming foundational projects into reality while ensuring safety and transparency [6][9] Group 2: Energy Infrastructure and Innovation - The company is developing a battery swapping system as a crucial infrastructure component, which is seen as a micro-energy node within urban settings [4][11] - E智云's approach includes creating an open platform for asset models and intelligent scheduling, enabling state management and community investment in energy [8][9] - The vision includes making green energy accessible to all citizens, allowing them to understand and participate in energy value and ownership [7][9] Group 3: Future Aspirations - E智云 aspires to be recognized as a key player in China's smart energy model, contributing to the modernization of green energy practices [9][10] - The company envisions a future where ordinary people can freely use green energy and participate in its value creation [7][9] - E智云 positions itself as a diligent builder of systems, contrasting with those who merely tell stories without execution [9][10]

据悉，此次交付的绿色甲醇由香港中华煤气公司在内蒙古生产，运抵天津后，依托天津港保税区临港化 工园区完善的产业配套及孚宝渤化公司世界一流的石化码头与仓储设施，这批绿色甲醇实现了安全、高 效的存储与装船全流程作业。作为天津港保税区专业危化品物流服务商，孚宝渤化公司凭借其成熟的港 口设施、严格的操作规范和可靠的危化品作业能力，为此次出口提供了关键保障。 中化新网讯 近日，一艘装载5000吨ISCC EU认证绿色甲醇的货轮从天津港（600717）保税区临港石化 码头启航驶往新加坡。这不仅标志着国内首单规模化绿色甲醇外贸出口业务圆满完成，也印证了天津作 为国际绿色能源枢纽的关键角色。 与传统船用燃料相比，绿色甲醇在使用周期内可显著降低75%以上的碳强度，是航运业脱碳的重要路 径。孚宝渤化公司总经理刘笑梅表示："此次中国本土生产的绿色甲醇至新加坡加注，显示出天津港保 税区及临港石化码头的综合优势，表明亚太地区在绿色燃料产业链的关键环节正加速完善。" ...

Group 1 - The Dalian Changxing Island Economic Development Zone and China National Petroleum Corporation (CNPC) Liaohe Oilfield Company held a negotiation meeting to discuss investment cooperation intentions regarding the Dalian Oil Exchange project and new energy projects [1] - The establishment of the Dalian Oil Exchange is expected to stimulate market vitality, attract diverse participants, and explore new paths and models for the development of the petrochemical industry [1] - The Liaohe Oilfield Company aims to leverage its resources to enhance the trading platform and explore innovative cooperation models in green energy and low-carbon technology [1] Group 2 - The West Zhongdao Development Group signed an investment intention agreement with Dalian Oil Exchange Co., Ltd. to develop a comprehensive service system for green methanol, green ammonia, and green aviation fuel [1] - The agreement focuses on creating a Northeast Asia green energy center, encompassing production, storage, trade, refueling, finance, and green certification across the entire industry chain [1]

Core Insights - The trade volume between China and Mongolia is projected to reach 18.62 billion USD in 2024, marking a year-on-year increase of 10.1%, which exceeds the overall growth rate of China's foreign trade by 5 percentage points [1] Group 1: Trade and Economic Cooperation - The fifth China-Mongolia Expo will be held from August 25 to 29 in Hohhot, Inner Mongolia, as a significant economic exchange event between the two countries [1] - China and Mongolia have complementary advantages in sectors such as mineral energy, infrastructure, and agriculture, with substantial cooperation potential due to geographical proximity and cultural ties [1] Group 2: Investment and Infrastructure Development - Investment areas are expanding beyond traditional sectors like mining and manufacturing to include emerging fields such as digital economy and green energy [1] - Progress has been made in jointly promoting cross-border economic cooperation zones, cross-border railways, and upgrading port infrastructure [1] - China has assisted Mongolia in constructing various infrastructure, production, and livelihood projects, and has trained over 9,700 professionals across different fields to support Mongolia's economic and social development [1]

| 时间 地区 | | 内容 | 预期 | 前值 | | --- | --- | --- | --- | --- | | 8月4日 周一 | | | | | | 数据 | | 元 | | | | 事件 | | 元 | | | | 8月5日 周二 | | | | | | 国内 数据 | | 09:45 中国 7月标普全球中国PMI（原财新PMI） | | 50.6 | | 海外 | | 22:00 美国 7月ISM非制造业指数 | 51.5 | 50.8 | | 事件 | | 元 | | | | 财报 | 国内 | 海光信息 百胜中国 控股有限 公司、辉 瑞制药、 海外 超威电 脑、 | | | | | | SoftBank | | | | | | Group | | | | 8月6日 周三 | | | | | | 数据 | | 元 | | | | 事件 | | 无 | | | | 财报 | 海外 | AMD公司、麦当劳、诺和诺德 | | | | 8月7日 周四 | | | | | | 国内 | | 中国 7月进口同比(按美元计) | | 1.1% | | 数据 | | 中国 7月出口同比(按美元计) | | ...