新能源及有色金属日报 | 2025-11-19 现货成交较少，期货盘面大幅减仓 市场分析 2025-11-18，碳酸锂主力合约2601开于96200元/吨，收于93520元/吨，当日收盘价较昨日结算价变化0.93%。当日成 交量为1487724手，持仓量为484357手，前一交易日持仓量562954手，根据SMM现货报价，目前基差为-7160元/吨 （电碳均价-期货）。当日碳酸锂仓单26611手，较上个交易日变化-342手。 碳酸锂现货：根据SMM数据，电池级碳酸锂报价84800-90000元/吨，较前一交易日变化1250元/吨，工业级碳酸锂 报价84550-85550元/吨，较前一交易日变化1250元/吨。6%锂精矿价格1140美元/吨，较前一日变化60美元/吨。据SMM 数据，市场情绪高涨，下游材料厂持谨慎观望态度，仅维持刚需采购，市场成交较少。目前，上下游企业正在就 明年的长期协议进行谈判，现阶段主要围绕系数展开博弈。供应端来看，锂盐厂整体开工率保持高位运行，其中 锂辉石端与盐湖端开工率均维持在60%以上，成为供应主力。预计11月国内碳酸锂产量可以维持10月的生产量级， 环比大致持平。需求方面，动力市场 ...

本报记者李昱丞 华润电力控股有限公司（以下简称"华润电力"）的可再生能源业务正高速发展。 11月17日，华润电力发布10月份电厂售电量数据。数据显示，10月份，华润电力附属电厂售电量为1662 万兆瓦时，同比减少0.4%。其中，附属风电场售电量达388万兆瓦时，同比增长0.1%；附属光伏电站售 电量达95.03万兆瓦时，同比增长39.4%。 1月份至10月份，华润电力附属电厂累计售电量达到1.85亿兆瓦时，同比增长6.5%。其中，附属风电场 累计售电量达到4308万兆瓦时，同比增长14.4%；附属光伏电站累计售电量达到1101万兆瓦时，同比增 长53.6%。 "近年来，随着技术的持续进步，光伏发电成本不断降低，效率逐步提升，使得光伏项目在经济性上愈 发具有竞争力，吸引了包括华润电力在内的众多企业加大在光伏领域的投资与布局。"中关村物联网产 业联盟副秘书长袁帅对《证券日报》记者表示，华润电力不断扩张光伏电站规模，新投产的项目开始释 放产能，直接推动了售电量的增长。 风电、光伏售电量的高速增长，得益于华润电力对可再生能源发电的谋篇布局。华润电力在2021年提 出"十四五"新增可再生能源装机4000万千瓦。2020 ...

该协议确立 Datavault 在现实世界资产 (RWA) 估值、数字化与货币化领域的领先地位费城, Nov. 18, 2025 (GLOBE NEWSWIRE) -- 通过 IBN 发布 – 数据货币化、凭证管理、数字互动及现实-世界资产 (RWA) 代币化技术提供商 Datavault AI Inc. (NASDAQ: DVLT) 宣布，已与总部位于“世界能源之都”得克萨斯州休斯顿的 Triton Geothermal LLC（以下简称 “Triton”）签署代币化服务协议。 Triton 是一家全流程基载地热能源公司，能够全天候稳定供电。 根据协议条款，Datavault AI 将获得最高 800 万美元的代币化费用，对应预计总面值约 1.25 亿美元的数字代币发行。 协议还规定，发行后 Triton 收取的所有数字代币交易费用中，Datavault AI 将持续获得 5% 的分成。 此次合作为 Datavault AI 的 RWA 代币化业务带来重大商业机会，同时支持公司在受监管数字资产市场扩大经常性收入的战略目标。 此次数字代币发行旨在为 Triton 的地热能源生产资产开发提供资金支持。 Trit ...

成立合营企业整合JBB Builders (M) Sdn. Bhd.与合营伙伴的资源及经验，于扩大太阳能光伏发电产能、 巩固可再生能源发展基础及提高资本效益方面发挥关键作用。是次合作可望提升集团的整体竞争力。 参与该项可再生能源项目可进一步丰富及强化公司的投资组合，吸引国际投资者及致力于可持续发展的 合作伙伴。此举亦有助提升公司的企业社会责任及商誉，同时配合马来西亚减少碳排放的国家承诺，吸 引注重环保的持份者及客户。 智通财经APP讯，JBB BUILDERS(01903)公布，JBB Builders (M) Sdn. Bhd.(公司全资附属公司)与合营伙 伴(Samaiden Group Berhad的全资附属公司，而Samaiden Group Berhad于为一间马来西亚证券交易所有 限公司上市的公司(股份代号：0223))组成的财团于2025年9月收到马来西亚能源委员会通知函。该函件 通知财团，其已获选为入围投标者，以承办该项目，即在马来西亚柔佛州昔加末发展99.99MWac的大型 太阳能光伏电厂。该电厂的预定商业营运日期为2028年2月29日或之前。合营公司与Tenaga Nasional Ber ...

（央视财经《第一时间》）韩国正在加速推进人工智能相关研究项目，但相应的供电压力不断增大。据韩国媒体报道，由于电力紧张， 一些高校甚至不得不暂时关闭其他实验室的服务器，以满足AI相关项目的用电需求。 一些专家还表示，除发电外，电力传输方面也面临着压力。由于输电基础设施遭遇瓶颈，韩国的电网建设跟不上，输电压力较大。一项 调查显示，韩国《第11次电力供需基本计划》所列的54个输电项目中，有30个项目已经推迟或预期推迟竣工。 转载请注明央视财经 韩国媒体16日报道，随着AI领域竞争加剧，韩国高校日益面临供电紧张的掣肘。在首都首尔的一所大学，一名不愿公开姓名的教授透 露，"AI研究消耗大量电力，与供电有关的问题频频出现。" 编辑：潘煦 目前，韩国着重发展太阳能、风能等可再生能源。韩国总统李在明9月曾表示，韩国迫切需要大量电力来支撑数据中心运转，而可再生 能源是唯一能够快速满足这一需求的能源体系。 然而针对这一说法，一些分析师指出，现阶段韩国可再生能源发电成本相对较高，根据相关定量指标估算，韩国2024年太阳能的发电成 本几乎是全球平均值的三倍，为每兆瓦时98美元（约合人民币700元），因此建议关注天然气等其他发电方式。 ...

他指出，不同国家、社会群体和经济部门的利益与优先事项各不相同，希望本届大会能够达成兼顾 各方核心需求的成果，向世界释放各领域均取得实质进展的积极信号。 "我们需要让世界看到：我们并未倒退，而是在多边主义的引领下继续前行。"多拉戈强调，"我们 在取得进展，（气候危机）存在解决方案，而我们也必须为此共同努力。" 多拉戈说，更值得注意的是，"美国政府在尝试为过时的经济发展路径辩护"。美国政府此举在国内 也引发争议，多方担心美国如果削弱应对气候变化的技术创新能力，将错失新经济模式的重大机遇。 多拉戈表示，当下全球节能减排的压力体现在不同维度：一方面要遏制现有排放，另一方面还需以 可再生能源满足不断增长的能源需求。他强调，削减既有排放的高昂成本，必须首先由发达国家承担。 全球能源需求持续增长，而许多发展中国家为改善民生所新增的能源需求中，已有相当部分由可再生能 源和低碳能源满足。 新华社巴西贝伦11月17日电（记者陈昊佺 吴昊）《联合国气候变化框架公约》第三十次缔约方大 会（COP30）正在巴西贝伦举行。大会主席安德烈·科雷亚·多拉戈日前在接受巴西媒体采访时表示，美 国作为世界主要经济体，正试图将本国乃至全球经济重新拉 ...

文 | 中关村储能产业技术联盟 在全球能源转型浪潮中，孟加拉国与越南的储能市场正快速崛起为焦点。 孟加拉国三大 政策正在驱动光伏产业爆发，净计量新政（100%余电上网）、逆变器关税 1%、政府建 筑强制安装，光伏装机扩容正带动储能需求激增；越南则在《第八版国家电力计划》中明 确，到203 0年抽水蓄能和储能装机容量从270万千瓦增至15 2 6万千瓦。 为帮助中国储能企业精准把握全球储能市场机遇、更好布局全球业务， 第十四届储能国 际峰会暨展览会ESIE 2026 国际资源全面升级 ，目前已获得 50+ 国家的单位或组织的 支持 ， 包括 10 0+ 国际单位和 40+ 国驻华使领馆以及 20+ 国际采买团。 本 期 重 点 公 布 孟 加 拉 国 及 越 南 地 区 国 际 买 家 储 能 采 购 需 求 ， 诚 邀 有 意 向 的 企 业 报 名 参 与，高效链接海外商机。此前，首批采购需求已发布，详见： 多国买家急寻合作！ESIE 2 0 26 储能展首批国际采购需求发布 孟加拉国国际买家采购需求 买家 Gr e * * *Lt d 采购:储能系统/逆变器/EMS等 行业领域： 电力生产、可再生能源项目 ...

Core Insights - The European Union is significantly increasing the share of electricity in final energy consumption to address climate change and energy security concerns [6][7] - The upcoming European Grids Package aims to accelerate grid construction, streamline approval processes, and improve cost-sharing mechanisms to enhance renewable energy integration and reduce consumer energy prices [3][4] Group 1: European Grids Package - The European Grids Package is expected to be released by December 2025, focusing on modernizing the grid and facilitating the deployment of renewable energy projects [3] - The package aims to reduce system bottlenecks and enhance the capacity for renewable energy integration, ultimately lowering energy prices for consumers [3][4] - The urgency for grid modernization has been highlighted by recent large-scale power outages in Spain and Portugal, which exposed vulnerabilities in the current grid system [3] Group 2: Current State of the Electricity Network - Over 30% of low-voltage distribution networks in Europe are over 40 years old, necessitating urgent investment in upgrades and digitalization [4] - The European electricity sector has made significant progress in energy transition, with renewable energy's share rising from 16% in 2014 to 24.5% in 2024 [4] - By 2024, renewable energy is expected to account for 47% of electricity consumption in the EU, with solar power projected to become the largest source of electricity by June 2025 [4] Group 3: Investment Needs and Future Projections - The EU's REPowerEU plan requires approximately €584 billion for grid construction and upgrades by 2030 to meet energy transition goals [6] - If grid modernization does not accelerate, up to 190 million heat pumps and 120 million electric vehicles may not be integrated into the grid by 2050, undermining climate goals and increasing energy prices [6] Group 4: Energy Transition and Industrial Competitiveness - High energy prices have led to energy poverty for approximately 47 million Europeans, impacting industrial competitiveness [5] - The EU is implementing the Affordable Energy Action Plan to reduce electricity costs and increase investment in infrastructure to enhance renewable energy capacity [5] Group 5: Collaboration and Future Directions - The EU is focusing on establishing a new energy security strategy that prioritizes electricity as the core of the energy system [7] - The European electricity industry emphasizes the need for policy implementation to provide certainty for investors and ensure the stability of the electricity market [8] - There is a call for integrating storage technologies and ensuring that flexibility sources can replace natural gas to stabilize the energy system and reduce price peaks [9][10]

Financial Data and Key Metrics Changes - For the first quarter of fiscal 2026, the company reported revenue of CAD 19.2 million, an increase of approximately 27% compared to CAD 15.1 million in the same period last year [11][12] - Gross margin improved significantly from 27% to 45% year-over-year [12][27] - Net income for the quarter was CAD 1 million or CAD 0.03 per basic share, compared to a net loss of CAD 26.5 million or CAD 0.87 per basic share in the same quarter of fiscal 2025 [13] Business Line Data and Key Metrics Changes - Development fee revenue for Q1 fiscal 2026 was CAD 3.4 million, a notable increase from zero in the same period last year, reflecting higher development activities [11][12] - Revenue from EPC services increased slightly to CAD 11.9 million, up approximately 1% from the prior year [11] - Independent Power Producer (IPP) revenue grew to CAD 3.8 million, an 18% increase from CAD 3.3 million in the prior fiscal year [5][12] Market Data and Key Metrics Changes - The company is currently managing projects representing approximately 104 MW of solar and 44 MWh of battery energy storage expected to reach notice to proceed within 12 months [4] - The company has announced several projects in the U.S. and Canada, including a fully operational 3.8 MW solar power plant in New York and a 4.99 MW battery energy storage system in Ontario [6][9] Company Strategy and Development Direction - The company is focusing on expanding its IPP portfolio and advancing its development pipelines, particularly in battery storage project development [15][18] - The company is also entering the data center market and exploring environmentally friendly solutions for data centers powered by solar energy [20][21] - A strategic development agreement has been established with Intellistic Technologies to integrate AI and blockchain technologies into the company's operations [23] Management's Comments on Operating Environment and Future Outlook - Management noted that the renewable energy industry has faced significant headwinds but sees a clearer path forward due to supportive government policies [16][17] - The demand for battery storage is expected to increase due to rising electricity prices and the need for power reliability [32] - The company remains optimistic about the future of battery storage and solar energy, citing technological advancements and cost reductions [20][32] Other Important Information - The company has secured favorable financing terms and continues to maintain a strong cash position of approximately CAD 13.3 million [15] - The company is actively engaging with local communities to address concerns related to battery storage projects, which has caused some permitting delays [30][31] Q&A Session Summary Question: Factors driving the company's gross margin increase from 27% to 45% - Management attributed the increase to effective field management and procurement strategies, noting that the company has shifted to domestic procurement to maintain cost advantages [26][27] Question: Delays impacting key projects and outlook - Management acknowledged permitting delays for the SFFO6 project and interconnection challenges for other projects, but remains positive about the battery storage market due to increasing demand and electricity prices [29][32] Question: Progress in monetizing and securing safe harbor for US pipelines - Management indicated that the company is focusing on project-specific long lead items to meet new guidelines and ensure timely project delivery [34][35]

Company Overview - Enlight Renewable Energy (NASDAQ:ENLT) is a significant player in the renewable energy sector, focusing on solar, wind, and energy storage projects since its establishment in 2008 [1] - The company has expanded its operations across the United States, Israel, and 11 European countries, positioning itself as a global developer and independent power producer [1] Stock Performance - As of November 17, 2025, ENLT's stock was trading at $37.46, reflecting a decrease of 0.35% or $0.13 on that day [2][3] - The stock's daily trading range has been between $35.94 and $38.19, with a yearly high of $39.62 and a low of $14.01, indicating volatility in its stock price [3] - Mizuho Securities set a price target of $27 for ENLT, suggesting an expected decrease of approximately 27.92% from the current trading price [2] Market Capitalization and Trading Volume - Enlight Renewable Energy has a market capitalization of approximately $4.51 billion, underscoring its significant size and influence in the renewable energy market [4] - The trading volume for ENLT is reported at 33,587 shares, indicating the stock's liquidity and investor interest [4] Upcoming Events - The company is scheduled to participate in two major investor conferences in December 2025, including the Mizuho Power, Energy and Infrastructure Conference on December 9 and the Wells Fargo 24th Annual Energy and Power Symposium on December 10, both in New York City [5]