绿色能源

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跨越山海 共筑光明
Zhong Guo Neng Yuan Wang· 2025-07-23 07:35
能源电力是各国经济社会发展的重要物质基础,也是推进国际经贸合作的先行者排头 兵。从融通港澳、深耕澜湄,到扎根拉美、开拓中亚、挺进欧洲,中国南方电网国际业务从 周边区域延伸到全球8个国家和地区,带动中国技术、资金、装备、服务"走出去"超70亿美 元,阔步迈向中国的南网、世界的南网、开辟未来的南网。 2024年6月,中国南方电网实现对秘鲁博路兹公司控股运营,是近五年来中国企业在秘 鲁的最大投资项目,也是在秘鲁证券市场的最大一笔交易。博路兹公司经营区域覆盖超1600 平方公里,服务用户超160万户,占秘鲁总配电用户数19%,是秘鲁用户数最多的配电公 司。 一年来,中国南方电网始终坚持"共商、共建、共享"原则,遵循能源行业发展规律和跨 国公司发展规律,探索符合本地特点的发展模式,促进中秘文化融合,推动博路兹公司朝成 为拉美最好配电公司迈进,为广大用户提供更加优质便捷的电力服务,让中国电力技术和经 验更好惠及秘鲁人民,以一份沉甸甸的中秘电力合作答卷,为秘鲁经济社会发展注入澎湃动 能。 更高标准—— 全口径系统平均停电时间降至全国最低水平 供电可靠性是衡量配电服务质量的核心指标,更是赢得客户信任的基石。此前博路兹公 司仅 ...
中国经济实力:换个角度看世界第一还是第二?
Sou Hu Cai Jing· 2025-07-23 05:53
Group 1 - The World Bank's report indicates that China's GDP, when calculated by purchasing power parity, has surpassed that of the United States, positioning China as the world's largest economy [1][3]. - While China's total GDP is impressive, the per capita GDP remains significantly lower, ranking 77th globally and being less than a quarter of the U.S. figure, highlighting disparities in living standards [3][5]. - China's economic development path differs from that of traditional Western powers, focusing on simultaneous growth and transformation, aiming for both quantity and quality improvements in its economy [3][10]. Group 2 - The shift in global economic ranking is influenced by new metrics that prioritize data flow and technological advancements over traditional GDP calculations, indicating a redefinition of economic strength [6][8]. - China's manufacturing capabilities have evolved beyond low-end production, with companies like BYD and CATL leading in global supply chains for electric vehicles, showcasing China's growing influence in high-tech industries [6][8]. - Future economic assessments will rely on new criteria such as data utilization, green energy efficiency, and overall societal well-being, moving beyond traditional GDP rankings [8][10].
共话中国经济新机遇丨专访:加强意中合作将打开“通往巨大机遇的大门”——访意大利前参议员韦斯科维
Xin Hua She· 2025-07-23 00:37
Core Viewpoint - Strengthening cooperation between Italy and China will open "the door to huge opportunities" in various fields, including economy and culture [1] Group 1: Economic Cooperation - Italy needs to focus on multilateral dialogue and strategic balance to expand cooperation with China, which is the world's second-largest economy and a significant market [1] - Italian companies are encouraged to engage with the vibrant Chinese market, which has substantial growth potential [1] Group 2: Cultural Exchange - Italy and China share over 2000 years of cultural exchange history, which should be leveraged to enhance bilateral relations [2] - The hope is for Italian cities like Grosseto to become popular tourist destinations for Chinese visitors, fostering deeper cultural ties [2] Group 3: Sustainable Development - Green energy is identified as a crucial area for future cooperation, with both countries benefiting from collaboration in green technology and sustainable development [1] - Italian and Chinese companies are focusing on innovation and sustainability, with some Chinese firms planning to enter the Italian market [2] Group 4: Local Government Engagement - Local-level exchanges are vital for deepening practical cooperation between Italy and China, establishing a stable and trusting partnership [1] - The establishment of communication mechanisms between local governments can enhance bilateral cooperation [1]
【快讯】每日快讯(2025年7月22日)
乘联分会· 2025-07-22 14:28
Domestic News - The coverage rate of charging piles in highway service areas has reached 98.4%, with 62,000 charging parking spaces built, alleviating "range anxiety" for electric vehicles, which now account for about 20% of daily highway traffic [4] - Guangdong and Anhui provinces are implementing measures to promote healthy development in the automotive industry, including commitments from companies like GAC, BYD, and Xpeng to optimize payment processes for suppliers [5] - GAC Group has established a new energy technology company focusing on AI applications, IoT technology development, and related services [6] - BYD's high-end brand Yangwang will enter the European market, targeting luxury brands like Bentley and Porsche with high-tech and high-performance models [7] - Toyota and Sheneng Co. signed a strategic cooperation agreement to explore the application of Toyota's nickel-hydrogen batteries in energy storage systems [8] - Hongmeng Zhixing reported over 600 user centers nationwide and integrated over 1,100 Huawei supercharging stations, creating an efficient charging network [9] - WeRide has formed strategic partnerships with Guanggu Intelligent Manufacturing Park and Hubei Science Investment to deepen collaboration in battery asset management and capital markets [12] International News - The EU plans to mandate that rental companies only purchase electric vehicles starting in 2030, accelerating the phase-out of internal combustion engine vehicles [13] - The UK is seeking public input on a licensing plan for autonomous vehicle services, with the first services expected to launch in spring 2026 [14] - Canada's share of North American automotive production has dropped to a 30-year low of 7.6%, with a 6.4% decline in production [15] - Tesla has upgraded its Robotaxi service to allow for more precise passenger pickups based on user location, enhancing user experience [16] Commercial Vehicles - Supa and TÜV Nord have partnered to enhance the efficiency of global certification for new energy heavy trucks [17] - SAIC Yuejin launched two new energy light trucks, T2 and T3, aimed at covering various logistics needs [18] - Shandong Heavy Industry's heavy truck exports accounted for 61.3% of the national total, with a 3% increase in export revenue [19] - Fast Intelligent Brake Company received recognition as an advanced intelligent factory, marking a significant achievement in smart manufacturing [20]
中国绿色技术加速出海,重塑全球能源格局
Sou Hu Cai Jing· 2025-07-22 14:15
Group 1 - The Hami-Chongqing ±800 kV UHVDC project demonstrates China's advanced capabilities in renewable energy transmission, marking a significant milestone in the country's renewable energy infrastructure [1] - China has established the world's largest renewable energy system, with wind and solar power installations in 2024 expected to exceed the total of all other countries combined, achieving a historic milestone where one-third of the country's electricity is generated from green sources [1] - The U.S. is shifting focus from electric vehicle production to traditional gasoline engines, investing $888 million in V8 engine production, indicating a divergence in energy strategies between the U.S. and China [3] Group 2 - China is the only country to have achieved large-scale commercial operation of UHV technology, which is enhancing the green energy content in its energy mix and driving growth in high-end manufacturing and new energy vehicle sectors [4] - The innovation in China's automotive industry has surpassed that of Japan, Germany, and the U.S., with annual industrial robot installations from 2021 to 2023 exceeding the total of all other countries combined, showcasing China's competitive advantage in power infrastructure and industrial clusters [5] - Chinese green energy initiatives are expanding internationally, with projects like the 950 MW solar thermal power plant in the UAE and the Adama wind farm in Ethiopia, which are addressing local energy needs and promoting green technology innovations in other countries [6] Group 3 - The global energy landscape is witnessing a shift, with China positioning itself as a technology and industry exporter in the green energy sector, while the U.S. continues to rely on fossil fuels, aiming to maintain its energy dominance [3][6] - The future of energy leadership remains uncertain, but the global trend towards clean energy transformation is becoming increasingly evident as countries prioritize climate change responses [6] - The New York Times suggests that while the U.S. could pivot towards renewable energy, it may have already missed critical opportunities to lead in this sector [7]
摩洛哥跻身非洲绿色能源领军阵营
Shang Wu Bu Wang Zhan· 2025-07-22 13:50
(原标题:摩洛哥跻身非洲绿色能源领军阵营) 得益于国际资本的持续流入,非洲绿色能源项目正在加速推进。摩洛哥等 北非国家凭借前瞻性的产业布局和资源优势,在能源转型浪潮中抢占先机,为 非洲乃至全球绿色能源发展注入了强劲动力。 摩洛哥《经济学人报》7月19日报道,2024年摩洛哥凭借其卓越表现,成 功跻身非洲绿色能源发展的"第一梯队",成为推动区域能源转型的关键力量。 联合国贸发会议发布的《2025年世界投资报告》显示,非洲宣布的绿地项 目总价值从2023年的1780亿美元下降至2024年的1130亿美元,降幅显著。尽管 大多数非洲国家的项目数量有所减少,但北非地区却逆势增长,绿地项目价值 同比增长12%,达到760亿美元,占非洲大陆项目总投资的三分之二。 2024年,非洲共有7个大型可再生能源项目取得重要进展。其中,埃及布 局了三个重大项目:38亿美元的海底电缆项目、25亿美元的太阳能/风能混合 发电站项目,以及22亿美元的风电园区项目。突尼斯则重点推进60亿美元的绿 氢项目。摩洛哥的70亿美元绿氨和合成燃料项目成为区域亮点,该项目由法国 能源巨头道达尔、摩洛哥国家磷酸盐公司(OCP)等企业共同参与,不仅符合 全 ...
雅鲁藏布江下游水电工程启动引发市场关注,央企现代能源ETF(561790)盘中一度涨超2%,跟踪指数权重股中国电建强势两连板
Xin Lang Cai Jing· 2025-07-22 06:02
Group 1 - The China Securities National New Central Enterprise Modern Energy Index (932037) has seen a strong increase of 2.11%, with constituent stocks such as China Energy Engineering (601868) rising by 10.20% and China Power Construction (601669) by 10.02% [3] - The Central Enterprise Modern Energy ETF (561790) experienced a peak increase of over 2%, currently up by 1.66%, marking a potential four-day consecutive rise [3] - The ETF has shown a cumulative increase of 4.08% over the past week, ranking in the top third among comparable funds [3] Group 2 - The Yashan Hydropower Project has a total installed capacity of approximately 60-70 million kilowatts, equivalent to three times the capacity of the Three Gorges Project, with a total investment of about 1.2 trillion yuan, comparable to six Three Gorges Projects [4] - The project will utilize advanced construction techniques, with a water level drop of 2300-2400 meters, significantly increasing construction difficulty and technical requirements [4] - The increasing electricity load, with some regions experiencing over 10% year-on-year growth, has led to a rise in electricity prices, benefiting peak-shaving power sources [4] Group 3 - As of July 21, the Central Enterprise Modern Energy ETF has seen a net value increase of 6.42% over the past six months, with a maximum single-month return of 10.03% since inception [5] - The ETF has a management fee rate of 0.50% and a custody fee rate of 0.10%, which are among the lowest in comparable funds [5] - The ETF closely tracks the China Securities National New Central Enterprise Modern Energy Index, which includes 50 listed companies involved in green energy, fossil energy, and energy transmission and distribution [5] Group 4 - As of June 30, 2025, the top ten weighted stocks in the China Securities National New Central Enterprise Modern Energy Index account for 49.93% of the index, including companies like Yangtze Power (600900) and China Nuclear Power (601985) [6]
中国光伏企业助力哈萨克斯坦绿色能源产业发展
Yang Shi Wang· 2025-07-22 02:35
中国不仅有完备的绿色能源产业,更有成熟的低碳转型方案,国际有需求,全球找合作。在"一带一 路"沿线,哈萨克斯坦是一个燃煤发电占比较高的国家,那里正在积极推进能源结构转型。中国光伏企 业参与建设了哈萨克斯坦多座光伏电站。与中国企业合作的这些项目不仅为哈萨克斯坦带来了就业岗 位,还加速推动哈萨克斯坦在2030年前将可再生能源发电量提升至24.4%的战略目标。 哈萨克斯坦西南部的曼吉斯套州拥有广袤的荒漠。自2025年3月起,曼吉斯套州的谢特佩村悄然变身, 一片片太阳能光伏板覆盖了当地的干草地,装机容量达20兆瓦的太阳能电站正在紧锣密鼓地建设。 总台报道员 梅雷克·拉赫马舍娃:工程占地约44公顷,项目总投资额达56.78亿坚戈(约合7600万元人民 币)。该电站未来将接入哈萨克斯坦西部电网,项目在建设阶段为当地创造了超过100个就业岗位,电站 正式投入运营后,预计还将提供更多长期工作岗位。 哈萨克斯坦曼吉斯套州曼吉斯套区副区长 阿斯卡尔·阿克库洛:光伏板矩阵选址在里海水泥厂附近,这 里的平均日照时间相对长,电站平均每天可发电13个小时。这是我们地区最大的外国投资项目,是哈萨 克斯坦与中国的重点合作项目之一。 缓解电网 ...
宇太中微子发电项目,晋级北大汇丰全球创业大赛全国赛
Sou Hu Wang· 2025-07-22 01:51
大赛邀请了北京大学汇丰商学院管理学教授、创新创业中心执行主任张坤、中山市翠亨新区团工委书记 杨智能、汉唐资本首席执行官孙磊、紫荆湾投资董事长姜宏岩、前海天合梧桐基金合伙人王菲芸、中国 国家行政学院(香港)工商专业同学会副秘书长刘建宏、香港大学元创谷总监于大川、汇丰银行市场总监 姚庆庆等作为嘉宾评委。 现场投资人及评委认为,中微子发电能是一种前沿的绿色能源类型,且具备了商业化能力,有潜力与可 控核聚变共同成为未来主力绿色能源。 5月14日,北大汇丰-剑桥嘉治全球创新创业大赛2025深圳赛在深圳前海中英研究院举办。宇太能源的中 微子发电项目以显著优势获得选拔赛第一名,实现晋级。 广东宇太新能源是前沿的中微子发电技术企业,产品覆盖10KW-1000KW中微子发电设备。该发电技术 兼具绿色、稳定、低成本优势,无化石能源消耗及碳排放,24小时连续稳定发电,成本低于传统电力。 团队致力于服务国家能源安全战略,在需求侧助力高能耗企业之节能减排,在供给侧改造风电、水电及 火电等以降本增效。 ...
从家庭储能到电网级应用 派能科技以研发重构绿色能源价值链
Zhong Guo Zheng Quan Bao· 2025-07-21 20:16
Core Insights - The company has established a comprehensive industry solution in the energy storage sector, covering everything from battery cells to system integration and operational services, and has successfully deployed over 2 million energy storage systems globally [1][2][3] - The company emphasizes the importance of value creation in its overseas strategy, which has been recognized by the Shanghai government as an "outbound enterprise headquarters" [2] - The company is actively expanding its global presence by setting up subsidiaries in various countries, including the Netherlands, the UK, Germany, and Italy, to enhance local operations and services [1][2] Domestic Market Developments - The company has made significant strides in the domestic market, exemplified by its role as the core energy storage system supplier for a major project in Jiangsu, which is expected to consume over 68 million kilowatt-hours of renewable energy annually and reduce carbon emissions by approximately 40,000 tons [2] - The project, which took just over two months from production to grid connection, showcases the company's efficient delivery capabilities and its commitment to ensuring energy stability in the Yangtze River Delta region [2] Innovations in Lightweight Power - The company is leveraging its battery technology from home energy storage to penetrate the lightweight power market, including shared battery swapping and electric two- and three-wheelers [3] - The company has achieved significant breakthroughs in the lightweight power sector, with plans to establish a product matrix and service ecosystem [3] Research and Development Focus - The company allocates approximately 75% of its R&D resources to foundational technologies such as battery management systems and energy control systems, with the remaining 25% focused on product iteration [4][5] - The company has set a goal to rank among the top players in the lightweight power sector within five years, aiming to replicate its success in home energy storage on a global scale [3][5] Sustainability and Standards - The company has contributed to the establishment of a carbon footprint quantification standard for lithium-ion batteries, filling a significant gap in the industry and providing a unified method for carbon footprint assessment [4] - The company’s products have received carbon footprint verification, which serves as a passport for international market entry, aligning with the new EU battery regulations [4]