中方表示，愿继续发挥自身在能源联通、清洁能源开发利用等方面的优势，面向东盟国家开展能力建设，分享相关经验，参与项目合作，为区域能 源转型提供助力，共促区域能源产业发展和经济繁荣。 会议分别通过了《第十九届东亚峰会能源部长会议媒体联合声明》和《第二十二届东盟 +3 能源部长会议联合声明》。 期间，中方同马来西亚、泰国、柬 埔寨、新加坡等国能源部门负责人以及东盟秘书处、东盟能源中心等国际组织的负责人开展了交流 。 10 月 17 日， 第 十九 届东亚峰会能源部长会议 和 第 二十二 届东盟 +3 能源部长会议 在马来西亚召开，国家能源局副局长宋宏坤出席会议并发 言。 ...

Core Viewpoint - The worst period for the company is likely over, with signs of recovery in profitability and stability in revenue growth [1][13]. Business Performance - Since 2019, the company's performance has been volatile, with ROE showing a "V" shape [4][5]. - The company's major business segments include traditional energy and new energy services, divided into four main areas: power transmission and transformation, new energy, energy, and new materials [7]. Revenue Breakdown - The company's revenue sources are diverse, with significant contributions from: - Electrical equipment products: 13.366 billion (27.62%) - Coal: 8.832 billion (18.25%) - Wires and cables: 7.843 billion (16.20%) - New energy industry and supporting projects: 6.315 billion (13.05%) - Power generation: 3.463 billion (7.16%) [9]. Market Conditions - In 2021-2022, the market experienced a surge in polysilicon and coal prices, leading to a significant increase in the company's profits [10]. - However, in 2023-2024, the decline in polysilicon prices and the drop in coal prices resulted in a substantial decrease in profits, with consecutive double-digit declines [10]. Recent Developments - In the first half of this year, the company's non-recurring net profit decreased by 5.3%, while the net profit attributable to the parent company increased by 5%, with revenue remaining stable, showing a year-on-year growth of 1.1% [12]. - Notably, in Q2 2025, the company saw a significant turnaround in profit growth, with net profit attributable to the parent company and non-recurring net profit increasing by 52% and 29% year-on-year, respectively [12].

Core Viewpoint - The latest data from the Three Gorges Group indicates that the "world's largest clean energy corridor" has surpassed a cumulative power generation of 4 trillion kilowatt-hours, with 235.1 billion kilowatt-hours generated in the first three quarters of this year, sufficient to meet the electricity needs of the general public in China for approximately 62 days [1][3]. Group 1: Clean Energy Corridor - The clean energy corridor consists of six large power stations: Wudongde, Baihetan, Xiluodu, Xiangjiaba, Three Gorges, and Gezhouba, spanning 1,800 kilometers with a total installed capacity of 71.695 million kilowatts [3]. - The average annual power generation of this corridor is about 300 billion kilowatt-hours, playing a significant role in promoting national grid interconnection and ensuring energy security [3]. Group 2: Solar Thermal Power Project - The Qinghai 350 MW tower solar thermal power project has officially commenced construction, marking it as the largest single-unit solar thermal power project globally [5]. - This project utilizes domestically developed tower molten salt storage technology and is expected to be fully operational by the end of September 2027, enhancing the flexibility and peak power supply capacity of the local power system [7]. Group 3: Energy Development Achievements - Since the "14th Five-Year Plan," China has made significant progress in energy development, becoming a key player in global energy transition and ensuring energy security for over 1.4 billion people [8]. - The total installed capacity of clean energy and new energy in Qinghai has reached 77.2852 million kilowatts, with clean energy and new energy accounting for 93.46% and 72.25% of the total installed capacity, respectively, both ranking first in the country [7]. Group 4: Electricity Supply Stability - In July and August of this year, the total electricity consumption exceeded 1 trillion kilowatt-hours, setting new records and demonstrating the stability and resilience of energy supply [10]. - The stability of electricity supply provides certainty for economic development, allowing industries to operate without concerns about power shortages [12]. Group 5: Renewable Energy System - China has built the world's largest and fastest-growing renewable energy system during the "14th Five-Year Plan," with significant contributions to energy savings and emissions reduction [17]. - Currently, one-third of the electricity consumed in China is generated from renewable sources, with a substantial portion of power for data centers coming from green energy [19]. Group 6: Future Energy Outlook - Looking ahead to the "15th Five-Year Plan," China aims to establish large-scale "new energy + storage" bases in desert areas and enhance the density of power transmission channels [21]. - The development of offshore wind power and nuclear fusion projects is expected to play a crucial role in China's energy landscape, contributing to global energy transition efforts [21].

Core Viewpoint - The company is actively engaged in the energy storage sector, undertaking various projects across multiple regions in China, indicating a strong commitment to expanding its capabilities in this area [1] Group 1: Company Activities - The company has secured consulting and design work for numerous energy storage projects, including wind and solar energy storage projects, shared energy storage stations, and integrated solar-storage-charging projects in regions such as Shandong, Guangdong, Ningxia, and Anhui [1] - The company plans to continue focusing on energy storage, providing solutions based on its proprietary BIM platform for three-dimensional digitalization and subsequent intelligent operation and maintenance services [1] Group 2: Industry Outlook - The ongoing energy transition strategy in China is expected to create broader development opportunities for the company in the energy storage business [1]

Group 1 - The core viewpoint of the articles highlights the structural changes in the key metals market driven by global energy transition and industrialization in emerging economies, leading to a long-term supply tightness for metals like copper, aluminum, chromium, and HBI [1][2] - Eurasian Resources Group forecasts a 2.4% year-on-year growth in global copper demand by 2025, driven by energy transition, grid upgrades, and electrification processes [1] - The copper market is expected to remain in a supply-demand imbalance at least until 2027, necessitating copper prices to stay above $10,000 per ton to stimulate new mining projects [1] Group 2 - The aluminum price is supported by production restriction policies and increasing demand, while the chromium market continues to face supply tightness [1] - The global HBI market is projected to grow at a compound annual growth rate of 5%-8% over the next decade, becoming a core component of the green steel supply chain [1] - The CEO of Eurasian Resources Group emphasizes that the demand for copper, aluminum, chromium, and green steel is entering a phase of sustained structural shortage due to accelerated energy transition and industrialization in regions like India and Southeast Asia [2]

本报讯(记者李春莲)近日，全球领先的金属与矿业公司欧亚资源集团(Eurasian Resources Group，以下简 称"ERG"或"集团")发布了其在铜、铝、铬及HBI等关键大宗商品领域的最新市场展望。该集团指出，在 全球能源转型与新兴经济体工业化的共同推动下，关键金属市场正在经历结构性变化，并将步入长期供 应紧张的新阶段。 今年初，市场一度因衰退担忧而承压，铜价亦受到影响。然而，随着全球经济增长预期改善，部分大宗 商品价格已出现反弹。例如，伦敦金属交易所三个月期铜价上周上涨3%，达到每吨1.1万美元，创下自 2024年5月份以来的新高。 该集团认为，铜价回升受到供应趋紧、中美贸易关系改善及生产中断等因素支持；铝价受限产政策与需 求增长推动；铬铁市场供应端仍然紧张；铁矿石价格则受中美贸易与基建预期共同影响而企稳回升。在 钢铁行业脱碳进程加速的背景下，HBI(热压块铁)作为低碳炼钢的关键原料，成为行业布局的战略重 点。HBI将在未来十年内成为绿色钢铁供应链的核心环节，并推动行业实现低碳转型。 据了解，ERG是全球领先的多元化自然资源集团之一，总部位于卢森堡，业务覆盖采矿、加工、能源、 物流和销售领域。该集 ...

Core Viewpoint - Shandong Weiqiao Group has successfully connected to the State Grid, marking the end of its isolated operation and establishing a new model for integrating self-built power plants with public green electricity consumption, termed the "Weiqiao Model" [1][4][7]. Group 1: Collaboration and Achievements - The meeting between the leadership of State Grid Shandong Electric Power and Weiqiao Group signifies a historic breakthrough in their cooperation, aiming to deepen collaboration and create a win-win development scenario [1][4]. - Weiqiao Group, as the largest private enterprise in Shandong, has achieved significant development milestones, and the State Grid will continue to support its growth through high-quality energy and power development initiatives [4][6]. Group 2: Energy Transition and Green Power - The connection to the public grid allows Weiqiao Group to reduce coal consumption and enhance the absorption of green electricity across Shandong province [4][6]. - The completion of the connection project involved overcoming significant challenges and was achieved ahead of schedule, with three units of 660,000 kW officially connected to the grid by July 9, and a total load of 1,000,000 kW integrated by August 4 [7]. Group 3: Future Directions - Weiqiao Group aims to adapt to changing domestic and international economic conditions by enhancing cooperation with the State Grid, focusing on mutual benefits and complementary advantages [6][7]. - The collaboration is expected to set a replicable and scalable example for promoting green electricity consumption in the province [7].

Group 1 - The energy sector is crucial for industrial development and national economy, with significant achievements made in China's energy industry during the "14th Five-Year Plan" period, positioning China as a key player in global energy transition [1] - In July and August, China's electricity consumption exceeded 1 trillion kilowatt-hours, marking a record high and doubling from 500 billion kilowatt-hours in July 2015, showcasing the stability and resilience of energy supply [2] - The stability of electricity supply is seen as a critical factor for economic development, allowing manufacturing and emerging industries to operate without concerns over power shortages [2] Group 2 - China has built the world's largest and fastest-growing renewable energy system, generating nearly 1.9 million kilowatt-hours of electricity per minute and saving 570 tons of standard coal [3] - Renewable energy now accounts for one-third of total electricity consumption, with significant contributions to the development of artificial intelligence and other emerging industries [3] - The future energy landscape in China includes the establishment of large-scale "new energy + storage" bases and the expansion of offshore wind power, with a focus on clean energy technology and engineering capabilities to support global energy transition [4]

责任编辑：张恒星 2025可持续全球领导者大会于10月16日-18日在上海市黄浦区世博园区召开。施耐德电气执行副总裁、 中国及东亚区总裁尹正出席并发表主题演讲，尹正表示，AI对于可持续发展深层的意义，在于它为能 源转型带来的巨大机遇。从能源需求侧来说，AI不仅是能耗的"追踪器"，更是节能减碳的"操盘手"。 对于有"电力怪兽"之称的数据中心行业来说，通过利用先进的算法，AI可以分析实时数据优化制冷系 统，最大限度地减少能源消耗。 专题：2025可持续全球领导者大会&首届绿色产业与可持续消费博览会 ...

Core Insights - The article highlights that Boda New Energy's ELITE Solar has been recognized in the EUPD Research 2025 Global Top Brand PV Modules list, showcasing its strong market influence and leadership in quality, innovation, and customer value [1][2]. Group 1: Recognition and Awards - ELITE Solar has achieved international recognition by being listed in the EUPD Research 2025 Global Top Brand PV Modules, reflecting its excellence in the competitive global photovoltaic industry [1]. - The recognition is based on customer satisfaction surveys, distribution channel research, and brand market performance analysis conducted by EUPD Research, a reputable independent energy research institution [2]. Group 2: Customer-Centric Approach - Boda New Energy emphasizes a core market philosophy of "innovation empowers, professional output, and customer success," driving cost optimization through technological innovation and enhancing long-term returns with systematic solutions [3]. - ELITE Solar provides efficient and reliable photovoltaic solutions globally, supporting customers in their energy transition and growth across various regions, including North America, the Middle East, Southeast Asia, and Europe [3]. Group 3: Future Commitment - The EUPD Research 2025 certification serves as both recognition of past achievements and motivation for ongoing innovation and quality enhancement [4]. - ELITE Solar aims to continue creating valuable photovoltaic products and competitive profitability through a professional, transparent, and sustainable global manufacturing network [4].