智通财经APP获悉，据港交所4月28日披露，果下科技股份有限公司(以下简称：果下科技)递表港交所主 板，光大证券国际为其独家保荐人。 该公司的业务由三个部分组成：智能储能系统解决方案;EPC服务;及其他。 招股书显示，作为中国储能行业领先的基于平台技术及人工智能驱动的可再生能源解决方案及产品提供 商之一，果下科技专注于研发并向客户及╱或终端用户提供储能系统解决方案及产品。储能系统解决方 案和产品服务于并能够覆盖电力侧、大电网侧、工商业及住宅等多种应用场景，适用于中国市场及海外 市场。该公司专注于储能领域，并实施了全球化战略。根据灼识咨询，该公司为业界率先实现储能系统 解决方案及╱或产品无缝云端整合并开发全景云平台的公司之一，这将进一步巩固在数字化能源管理领 域的领先地位。 根据灼识咨询，按2024年全球多用途储能系统新装机容量计，该公司是第八大多用途储能系统中国提供 商；按2024年全球户用储能系统出货容量计，是第十大户用储能系统中国供应商。 财务方面，于2022年、2023年及2024年，果下科技收入分别约为1.42亿元、3.14亿元、10.26亿元人民币; 同期，年度利润为2427.7万元、2814.8万 ...

Core Insights - The National Energy Administration has reported that Shaanxi Province has achieved a renewable energy consumption responsibility weight completion of 26.6%, with a total renewable energy consumption of 69.1 billion kilowatt-hours [1] - Shaanxi's non-hydropower renewable energy consumption reached 60.2 billion kilowatt-hours, exceeding the national target [1] Group 1 - Shaanxi Province is implementing a new energy security strategy and is focused on achieving carbon neutrality goals by developing a new power system centered around renewable energy [1][2] - The installed capacity of renewable energy in Shaanxi has increased to 56.56 million kilowatts by the end of March 2025, which is 2.3 times that of the end of the 13th Five-Year Plan, with an annual growth rate exceeding 23% [1] - The proportion of renewable energy in the total installed capacity of the province has risen to 48% [1] Group 2 - The provincial development and reform commission aims to prioritize the development of renewable energy and establish three renewable energy bases, while also promoting pumped storage projects and the hydrogen energy storage industry [2] - The goal is to enhance the external power transmission channels and facilitate large-scale, high-proportion, and market-oriented development of renewable energy [2] - This initiative is expected to empower the province's high-quality development and ensure national energy security [2]

2025 年 4 月 28 日 公司研究 计提资产减值致盈利承压，稳步推进新能源电站建设 ——九洲集团（300040.SZ）2024 年年报点评 要点 事件：公司发布 2024 年年报，2024 年实现营业收入 14.81 亿元，同比+22.09%， 实现归母净利润-5.45 亿元，同比-678.26%；2024Q4 实现营业收入 5.08 亿元， 同比+24.14%，实现归母净利润-6.18 亿元，同比大幅亏损。 加速推进新能源电站建设，智能配用电业务稳中有增。 2024 年公司积极推进新能源项目开发建设，泰来九洲大型 100MW 风电项目顺 利并网，安达九洲火山 250MW 光伏发电项目、安达九洲石山 250MW 光伏发电 项目开工建设，带动公司新能源工程业务收入同比增长 136.41%至 1.15 亿元， 毛利率同比增长 45.14 个 pct 至 62.62%。公司智能配电网业务 2024 年营业收 入同比增长 20.26%至 4.86 亿元，毛利率同比减少 0.24 个 pct 至 19.87%。 重点布局新能源电站建设和运营，2025 年计划向各子公司增资 10 亿元。 公司持续推进新能源项目投资 ...

Core Viewpoint - Guoxia Technology has submitted its listing application to the Hong Kong Stock Exchange, showcasing significant revenue growth and a strong market position in the renewable energy sector [1] Financial Performance - The company reported a compound annual growth rate (CAGR) of 168.9% in revenue from 2022 to 2024, with revenue increasing from RMB 142 million to RMB 1.026 billion [1] - Gross profit also saw substantial growth, with a CAGR of 108.6%, rising from RMB 35.6 million to RMB 155 million during the same period [1] Market Position and Strategy - Guoxia Technology focuses on both the Chinese and overseas markets, maintaining a high-quality global customer base and a robust supply chain [1] - The upcoming listing is expected to enhance the company's capital strength, accelerate technological upgrades, and solidify its market position, thereby improving its overall competitiveness globally [1]

Goldwind Science & Technology (02208) Q1 2025 Earnings Call April 28, 2025 04:00 AM ET Moderator Distinguished investors, good afternoon. I would like to welcome you to join us for Goldwyn Defiance and Technology twenty twenty five Q1 results. The management team joining us here today President of the company, Mr. Cao Chu Gong Madam Majin Ru, VP Board Secretary and the Company Secretary Mr. Wang Fong Yan, CFO and Mr. Chen Chunghua, Group VP and the GM of the Wind Power Industry Group. The meeting will be di ...

4月28日，国家能源局举行新闻发布会，公开发布了我国首份氢能发展报告。 国家能源局能源节约和科技装备司副司长徐继林介绍，2024年，全国氢气产量三北地区占比超50%，内 蒙古、山西、陕西、宁夏等地区氢气产量均排名靠前。截至2024年底，全国各地累计规划建设可再生能 源电解水制氢项目超600个，其中，已建在建项目超150个，已建成产能约12.5万吨每年，主要分布在西 北和华北地区，合计占全国已建成产能近90%。 《报告》指出，2024年，我国氢能制取、储运、利用全链条关键技术逐步取得突破。一批规模化可再生 能源制氢项目建成运营，燃料电池汽车示范应用稳步推进，各地已建成加氢站超540座。 《报告》显示，2024年，我国氢能全年生产消费规模超过3650万吨，位列世界第一位。截至2024年底， 全球可再生能源制氢项目累计建成产能年均超过25万吨，中国占比超过一半，已逐步成为全球可再生能 源制氢及相关产业发展的引领国家。 ...

Core Viewpoint - The company, specializing in the research, production, and sales of wind power gearboxes and speed increasers, continues to maintain a leading position in the domestic market while expanding its international presence in the renewable energy sector [4][6][9]. Company Overview - The company focuses on the development of wind power-specific gearboxes, including yaw gearboxes, pitch gearboxes, and speed increasers, providing precision transmission solutions for the renewable energy industry [4]. - The company has over 20 years of experience in the precision transmission field, accumulating rich experience and technology, and has developed various models of wind power gearboxes to adapt to different wind resources and environmental conditions [4][6]. Industry Development - The wind power gearbox and speed increaser industry is a crucial part of the renewable energy sector, with a continuous increase in installed capacity driven by the growing global demand for renewable energy [6]. - According to BNEF, China's new wind power installation capacity is expected to reach 86 GW in 2024, an increase of 11% compared to 2023, while global new wind power installation capacity is projected to be 121.6 GW, up 3.05% from 2023 [7]. Business Model - The company employs a direct sales model, customizing products for wind turbine manufacturers, with sales orders primarily obtained through bidding or business negotiations [8]. - The production model is based on "sales-driven production," where production plans are organized according to customer procurement plans [8]. - The procurement model follows "production-driven purchasing," ensuring compliance, traceability, and quality of materials while controlling costs [9]. Performance Drivers - The company aims to maintain existing customer relationships while actively exploring new customer resources, focusing on core business areas to ensure industry position and promote business growth [9]. - The company is also advancing its international strategy to expand into overseas markets, achieving initial success [9].

Group 1 - The ASEAN region's largest solar industry exhibition, the Indonesia 2025 Solar Exhibition, concluded on April 25, attracting over 1,000 global exhibitors, including numerous leading Chinese solar companies, indicating strong optimism about Indonesia's solar and photovoltaic market potential [1][3] - JinkoSolar, the world's largest module manufacturer, highlighted its technological and manufacturing advantages, with 70% of its revenue coming from overseas markets. Indonesia, as Southeast Asia's largest economy, presents significant market opportunities in renewable energy transition, particularly in rooftop solar and energy storage [2] - Jiangsu Zhonglai New Material Technology Co., a leading global solar backsheet manufacturer, emphasized the trend towards integrated solar and storage solutions in Indonesia, driven by the relaxation of rooftop solar quotas and the implementation of user-side energy storage policies [2] Group 2 - The Indonesian Ministry of Energy and Mineral Resources has authorized the state-owned electricity company to advance rooftop solar power station projects, with a total development quota of 5,746 megawatts set for the period from 2024 to 2028 [4] - Daqin Digital Energy Technology Co., which participated for the first time, noted that Indonesia's numerous islands face electricity supply challenges, making solar energy a promising renewable energy option to achieve the country's net-zero emissions target by 2060 [4] - The exhibition attracted many Indonesian buyers, with local renewable energy companies expressing interest in exploring new products and market dynamics, highlighting the significant market potential as less than 10% of Indonesia's energy users currently rely on renewable sources [5]

绿证跑出"加速度" ——《中国绿色电力证书发展报告（2024）》发布 近日，国家能源局向社会公开发布《中国绿色电力证书发展报告（2024）》，对2024年绿证核发 交易、应用场景拓展、国际互认等方面的主要进展和成效进行了系统分析。报告显示，我国绿证 制度体系框架基本建成。截至2024年12月底，全国累计核发绿证49.55亿个，同比增长21.45倍， 其中可交易绿证33.79亿个；全国累计交易绿证5.53亿张，同比增长4.19倍。 核 发 交 易 快 速 增 长 2024年，我国绿证核发工作驶入快车道。随着绿证全覆盖政策的深入推行，特别是去年6月底国 家绿证核发交易系统上线运行后，核发模式迎来变革，从以往发电企业申请核发，转变为依据电 网企业、电力交易机构提供的数据，经审核后按月批量自动核发。报告显示，这一调整极大地提 升了核发效率，实现当月电量次月即可核发绿证，核发时间大幅缩短85%。 报告显示，2024年，全国核发绿证数量达47.34亿个，同比增长28.36倍，其中可交易绿证为31.58 亿个。其中，在可再生能源资源较为丰富的地区，云南、内蒙古、四川、新疆、青海、湖北、甘 肃和河北8省（自治区）核发的绿证较 ...

两国分别代表能源枢纽与非洲门户， 两国总统同时来华 对我国推进全球多边化合作会产生积极影响。而在新能源以及储能领域，他们又会有着怎样 的合作？ ■ 涉及储能！阿塞拜疆和中企签署6份协议 今日，中华人民共和国和阿塞拜疆共和国关于建立全面战略伙伴关系的联合声明发布，双方愿积极拓展可再生能源合作，助力两国能源转型和经济 社会可持续发展，共同推动构建全球清洁能源合作伙伴关系。 在 阿塞拜疆总统阿利耶夫访华期间，阿塞拜疆与中国企业签署了6项可再生能源合作协议，含30MW电池储能系统项目。 插播 ：拒绝鱼龙混杂， 让优质项目脱颖而出！"2024-2025用户侧储能项目TOP10榜单"征集进行中。点击 "阅读原文" 进行申报 4月22日晚， 阿塞拜疆总统阿利耶夫和肯尼亚总统威廉·鲁托先后乘机抵达北京。 在中美关税博弈的敏感时刻，两国领袖愿意接受中方邀请访华， 足以彰显出这些国家对中国的信任和认可。 其中，阿塞拜疆共和国能源部与中国大唐海外投资有限公司和SOCAR Green LLC签署了协议，主要为在博尤克肖尔湖上评估、开发和实施一座 100MW浮动太阳能发电厂（配备 30MW电池储能系统 ）的实施协议，该项目的可行性研究 ...