越南科技部部长阮孟雄表示，该法将越共中央政治局关于推进科技创新和国家数字化转型突破发展 的第57号决议具体化，是一份以知识与创造力建设强盛国家的"宣言"。科技部副部长黎春定认为，该法 充分彰显越南破解长期制约科技创新与数字化转型发展制度瓶颈坚定决心，为支持全面创新、推动科研 与市场深度融合提供了法律框架。在企业发挥核心作用背景下，该法落地后有望涌现更多具有竞争力 的"越南制造"科技产品，带动越南企业更深入融入全球价值链。 "创新"首次正式纳入法律，与"科学"和"技术"并列。如果说科技侧重于新知识和技术研发，那么创 新则涵盖了从构想、试验到商业化的全过程，并强调全社会广泛参与。企业首次在法律条款中拥有独立 章节。该法鼓励企业利用自身资源和国家支持，大规模投资研发。 （原标题：《越南科技创新法》将于10月1日起生效） 该法不仅弥补了以往制度不足，更确立了一种全新思路：充分激发全社会创新创造活力，以企业为 核心，支持科研成果商业化并构建数字化基础。凭借诸多创新性、突破性举措，新法有望成为越南在融 入国际社会新阶段加速发展、提升国家竞争力的重要推动力。 越通社9月26日报道，《越南科技与创新法》将于10月1日起生效， ...

Core Viewpoint - The "2025 Balkan-China Silk Road Economic Forum" held in Plovdiv, Bulgaria, aims to explore new economic cooperation opportunities and challenges amid rapidly evolving global and regional dynamics, with participation from over 200 representatives from the Balkans and China [1][3]. Group 1: Forum Overview - The forum was organized by the Bulgaria-China Industrial Development Chamber and featured speeches from Bulgarian Vice President Iliyana Yotova and Chinese Ambassador to Bulgaria Dai Qingli [1]. - Key topics discussed included digital transformation, artificial intelligence, renewable energy, smart logistics, and cybersecurity, which are seen as critical drivers for future economic growth [3]. Group 2: Opportunities for Cooperation - Representatives at the forum emphasized that the discussed fields provide significant opportunities for Bulgaria and China to seek common interests and explore successful business models [3]. - The Bulgaria-China Industrial Development Chamber has organized professional training in e-commerce, digital marketing, and innovation over the past 10 years, enhancing understanding of China among Bulgarian enterprises [3]. Group 3: Strategic Importance - The forum is viewed as a platform for fostering communication and cooperation between Bulgarian and Chinese enterprises, injecting new momentum into the Balkans' integration into the Belt and Road Initiative for mutual benefit [3].

Investment Rating - The industry is rated as "Outperforming the Market" with an expected relative increase of over 10% compared to the market index in the next six months [4][43]. Core Insights - In August 2025, China's inverter export amounted to 6.284 billion yuan, showing a month-on-month decrease of 3.39% but a year-on-year increase of 2.07%. Cumulatively, from January to August 2025, the total export reached 43.255 billion yuan, reflecting a year-on-year growth of 7.62%, indicating stable market performance [14][11]. Summary by Region Asia - In August 2025, the inverter export to Asia was 1.941 billion yuan, with a month-on-month decline of 5.48% and a year-on-year increase of 2.37%. Notably, exports to the UAE saw a significant year-on-year growth of 132.13%, while exports to Saudi Arabia and Pakistan faced substantial declines [2][15]. Europe - The export to Europe in August 2025 was 2.692 billion yuan, with a month-on-month decrease of 4.91% and a year-on-year decrease of 1.62%. The Netherlands showed a strong performance with a year-on-year growth of 27.95% [3][23]. North America - In August 2025, the export to North America dropped significantly to 182 million yuan, with both month-on-month and year-on-year declines of 22.45% and 24.1%, respectively [28]. Latin America - The export to Latin America was 557 million yuan in August 2025, reflecting a month-on-month decrease of 5.25% and a year-on-year decrease of 22.42% [8][28]. Africa - In August 2025, the export to Africa was 431 million yuan, showing a month-on-month increase of 5.4% and a year-on-year increase of 1.48%. South Africa's exports rebounded significantly, while Nigeria faced declines [29]. Oceania - The export to Oceania reached a new high of 491 million yuan in August 2025, with a month-on-month increase of 23.6% and a year-on-year increase of 245.87%, driven primarily by strong performance in Australia [9][29]. Export by Shipping Location - In August 2025, the inverter export amounts from Guangdong, Zhejiang, Anhui, and Jiangsu were 2.265 billion, 1.651 billion, 752 million, and 830 million yuan, respectively. Guangdong showed a slight year-on-year growth, while Jiangsu experienced a notable month-on-month decline [10][35]. Investment Recommendations - The report suggests that the global renewable energy installation is expected to grow rapidly, leading to increased demand for energy storage. It highlights the potential for growth in emerging markets across Asia, Africa, South America, and Oceania, recommending attention to leading companies with strong market positions [11][40].

Group 1 - The stock market remains optimistic about the future of renewable energy despite the Trump administration's disinterest, driven by the belief that AI is ushering in a new cycle and that clean energy is the future of the global energy system [1][2] - The S&P Global Clean Energy Index has risen by 32% this year, led by strong performances from U.S. renewable energy giants Bloom Energy and First Solar, while popular clean energy ETFs have also shown significant gains [1] - By 2025, the U.S. is expected to see its largest solar installation capacity and battery storage capacity, contrasting with the S&P 500 Energy Sector Index, which has only increased by 5.5% this year [1] Group 2 - Fortescue Ltd. asserts that Trump's stance on climate change will not significantly suppress the long-term demand for clean electricity resources in the U.S., driven by AI's massive power needs and the pressure for emissions reduction [2][3] - The economic benefits of renewable energy are expected to outweigh political factors, as renewable energy has become more cost-effective than coal or natural gas in the U.S. [2][3] - Fortescue's CEO highlighted that the demand for clean energy will grow significantly due to cost pressures and the increasing scale of AI applications [3] Group 3 - The share of renewable energy in the global power mix has been expanding, with wind and solar systems in the U.S. nearly doubling their share over the past decade, surpassing 15% [7] - Since Trump's return to the presidency, significant delays and cancellations of renewable energy projects have occurred, amounting to nearly $42 billion [7] - Over 90% of new renewable power projects launched last year were more cost-effective than any new fossil fuel alternatives, with potential savings of up to $19 trillion in fuel costs by mid-century [7][4] Group 4 - The demand for electricity from AI data centers is expected to surge, with predictions indicating that global data center electricity demand will more than double by 2030, driven primarily by AI applications [9][10] - Major tech companies like Microsoft and Google are entering long-term power purchase agreements for renewable energy, indicating a strong demand for clean energy solutions [10][11] - UBS analysts note that the demand for utility-scale solar projects in the U.S. is gradually exceeding supply, providing significant growth potential for the solar industry [11]

| | 工业硅&多晶硅日评20250926：高位整理 | | --- | --- | | 2025/9/26 | 指标 单位 今值 变动 近期趋势 | | 不通氧553#（华东）平均价格 | 元/吨 9,300.00 1.09% | | 工业硅期现价格 | 9,055.00 0.39% 期货主力合约收盘价 元/吨 | | 基差（华东553#-期货主力） | 元/吨 245.00 65.00 | | N型多晶硅料 | 元/千克 51.05 0.10% | | 多晶硅期现价格 | 期货主力合约收盘价 元/吨 51,365.00 -0.03% | | 基差 | 元/吨 -315.00 65.00 | | 不通氧553#（华东）平均价格 | 元/吨 9,300.00 1.09% | | 不通氧553#（黄埔港）平均价格 | 元/吨 9,350.00 1.08% | | 不通氧553#（天津港）平均价格 | 元/吨 9,250.00 1.09% | | 不通氧553#（昆明）平均价格 | 元/吨 9,350.00 1.08% | | | 元/吨 8,950.00 0.56% | | 不通氧553#（四川）平均价格 | ...

Core Points - China's President Xi Jinping announced a new round of national contributions at the UN Climate Change Summit, aiming for a 7%-10% reduction in greenhouse gas emissions by 2035 compared to peak levels, marking the first time China has set specific reduction targets in its climate change efforts [1][2] - The commitment includes increasing the share of non-fossil energy consumption to over 30% of total energy consumption, achieving a total installed capacity of wind and solar power six times that of 2020, and establishing a nationwide carbon trading market covering major high-emission industries [2][3] Group 1 - The announcement is seen as a significant milestone in China's climate policy, representing a qualitative shift and providing a clear path for carbon emissions post-peak [3] - China's past performance in meeting international climate commitments has been noted, with expectations that the new targets may serve as a baseline rather than an upper limit [4] - The rapid development of clean energy in China, which accounted for 10% of GDP last year, is reshaping the global economy and reducing reliance on coal [5] Group 2 - Approximately 100 countries presented plans or commitments to further reduce carbon emissions at the summit, highlighting a collective international effort despite the absence of the United States [6] - The summit underscored the contrasting approaches to climate change, with China positioning itself as a leader in clean energy investment, having invested $625 billion in clean energy last year, which constituted 31% of global investment in this sector [4][6] - The global economic future is increasingly tied to clean energy, with Chinese companies driving innovation and application of electric vehicle and battery technologies worldwide [5]

在全球能源转型的过程中，非洲的太阳能使用量正在激增。牛津经济研究院周一发布的一项研究显示， 今年前七个月，非洲大陆迎来了创纪录的9516兆瓦中国制造太阳能电池板。 中国已成为可再生能源技术制造和销售领域的全球领导者，目前正在出口其太阳能产品及其在全球可再 生能源市场的影响力。 相比之下，世界第一大经济体美国却一直在减少对"绿色能源创新"的支持。今年7月，特朗普签署"大而 美"税改法案，取消了多项清洁能源优惠政策，包括提前终止清洁能源税收抵免，让本就陷入资金困境 的太阳能等可再生能源行业更加艰难。 在阿尔及利亚，中国电建和中国建筑工程总公司正在沙漠腹地建设大型太阳能项目，包括在比斯克拉建 设一座装机容量为220兆瓦的发电厂，以及在埃尔姆盖尔建设一座装机容量为200兆瓦的发电厂。 这些努力大大解决了非洲大陆的用电问题。数据显示，撒哈拉以南非洲地区的电力普及率仍然是全球最 低的，仅覆盖了53.3%的人口，远低于91.6%的全球平均水平，而仅靠当地人的努力很难为所有人提供 可靠且廉价电力。 因此，太阳能发电能力的提升被认为是非洲大陆的一大福音。数据显示，太阳能的全生命周期成本在过 去十年中大幅下降，使其成为历史上最便 ...

新华财经雅加达9月25日电（记者曹凯）中国能建葛洲坝集团承建的印度尼西亚萨古宁60兆瓦漂浮式光伏项目25日举行开工仪式，标志着这座预计年发电量 达1.29亿度的绿色能源项目正式启动建设。 编辑：左元 9月25日，印尼萨古宁60兆瓦漂浮式光伏项目业主、承建方和库区代表出席开工仪式。吴亚军摄。 据了解，该项目是印尼新电力规划（2025-2034）中第一个开工建设的项目，位于印尼西爪哇省万隆市萨古宁大坝库区，利用已建成的萨古宁水库水面空 间，实现了土地资源的集约利用。这一项目采用先进的漂浮式光伏技术，将太阳能电池板安装在水面浮体上，相比传统地面光伏电站，不仅节约了土地资 源，还能减少水体蒸发，抑制藻类生长，提高发电效率。 该项目将建设1座60兆瓦（交流侧）水面漂浮式光伏发电厂、1座150千伏升压站、1条8.5公里的150千伏同塔双回输电线路和1座150千伏开关站。项目建成后 每年可节约标煤5.6万吨，减少二氧化碳排放14.9万吨，将助力印尼实现可再生能源发展和绿色转型目标。 项目建设期间，预计可为当地创造直接和间接就业机会超过1600个，将有力促进当地经济社会发展。项目成功运营后，将为印尼能源转型提供可借鉴方案， ...

Core Points - Trump's speech at the UN General Assembly was criticized for containing numerous false and misleading statements, failing to provide answers to global issues [1][3][5] - The speech was characterized as a campaign rally rather than a diplomatic address, targeting his supporters rather than the international audience present [8] Climate Change and Renewable Energy - Trump labeled climate change as "the biggest hoax in history" and claimed that China does not utilize its wind power despite being a leading manufacturer of wind turbines [3][4] - CNN and The New York Times refuted Trump's claims, stating that China has the largest number of wind farms and is expanding its wind power capacity significantly, with an expected increase of 18% in 2024 [3][4] Paris Climate Agreement - Trump inaccurately stated that the Paris Climate Agreement required the U.S. to pay $1 trillion, while CNN clarified that the U.S. has never committed to such an amount [5] Claims of Ending Wars - Trump claimed to have ended multiple wars without UN assistance, but many of these conflicts had not even erupted during his presidency, raising questions about the validity of his statements [5][7] - The media highlighted that Trump's assertions about resolving conflicts were controversial and contrasted with his unfulfilled promises regarding the Ukraine crisis and Gaza conflict [5][7] Critique of the United Nations - Trump criticized the UN for not fulfilling its potential, which was countered by media reports citing the UN's historical role in conflict resolution since its establishment in 1945 [7] - French President Macron defended the UN's importance, emphasizing that critics often seek to alter the rules to serve their own interests [8] Audience and Purpose of the Speech - Analysts suggested that the true audience for Trump's speech was his domestic supporters, as it resembled a typical campaign speech rather than a diplomatic address [8] - The speech was described as a return to Trump's first-term style, filled with strong rhetoric and misleading claims [8]

根据美国众议院民主党9月24日公布的一项法案草案，可再生能源项目的税收优惠将恢复，低收入能源 援助计划将扩大。该蓝图旨在遏制美国人不断上涨的能源成本，方法是加大对风能和太阳能的投入，建 设输电线路以加强电网，并削弱特朗普政府对化石燃料项目的支持，而不是可再生能源。讨论草案包括 恢复可再生能源税收抵免，为新建输电线路设立投资税收激励，扩大低收入家庭能源援助计划，为贫困 家庭提供全年可靠的供暖和制冷服务等条款。 ...