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太阳能发电成本暴跌90%反超煤电!煤炭天然气都慌了,成全球最便宜电力
Sou Hu Cai Jing· 2025-10-12 09:22
谁能想到,就在十年前,我们提起太阳能,脑子里蹦出来的词还是"昂贵"、"补贴"、"理想化"。 可现在,太阳能摇身一变,成了全球最便宜的电力来源,把煤炭、天然气甚至风能都甩在了身后。 难道煤炭和天然气就此退出能源舞台? 萨里大学的研究甚至发现,在阳光好的地方,一度电的成本已经低到令人发指的0.02英镑,这简直是一场身份的惊天大逆转。 我们曾经最大的难题是"用不起",现在却变成了"用不完"。 前言 过去十年,全球太阳能发电的成本就像坐上了滑梯,暴跌了将近90%,风能也跟着下降了70%。这背后最大的推手,就是中国企业。 他们用惊人的规模化生产和技术迭代,硬生生把价格打了下去。 从2015年到2024年,全球光伏组件的年产量从50吉瓦一路狂飙到400吉瓦,翻了整整八倍! 它几乎垄断了整个产业链,生产了全球超过80%的太阳能光伏板。 在多晶硅、硅片这些核心环节,中国的市场份额更是超过了九成。 根本用不完 成本下降不光靠技术,规模效应才是真正的王牌。 当产量井喷,连逆变器、支架这些配套零件的单位成本都下降了超过三成,以至于连英国这种北纬50度的高纬度国家,用太阳能发电也变得划算起来。 然而,这些廉价的电力像潮水一样涌入电网 ...
中国海洋生产总值首破10万亿,下一步怎么走
21世纪经济报道· 2025-10-12 07:38
Core Viewpoint - The global ocean economy is projected to exceed $3 trillion by 2030, becoming comparable to the world's seventh-largest economy, driven by technological innovations and the transformation of traditional maritime hubs into innovative ocean cities [1][3]. Group 1: Global Ocean Economy - The global ocean economy's value has surpassed $2.5 trillion, with a forecasted increase to $3 trillion by 2030, reflecting a significant growth trajectory [1][3]. - The ocean economy directly creates over 31 million jobs and indirectly supports more than 200 million jobs worldwide [3]. - The expansion of the ocean economy is attributed to the collaborative growth of various sectors, including maritime transport, fisheries, energy, and tourism [3]. Group 2: Ocean City Competitiveness - The "Global Ocean City Competitiveness Index Report (2025)" evaluates cities based on five dimensions: economic vitality, technological innovation, maritime services, international influence, and urban governance [1]. - Traditional maritime hubs like London and Oslo are transitioning towards high-end maritime services, maintaining their global influence despite changes in port throughput [3][4]. - Singapore ranks as the top Asian city due to its efficient governance and comprehensive maritime service industry, while Tokyo and Busan also show strong performance in various dimensions [6][10]. Group 3: China's Ocean Economy - China's ocean production value has surpassed 10 trillion yuan, accounting for 7.8% of GDP, with cities like Shanghai, Shenzhen, and Qingdao leading the charge in the global blue economy competition [2][10]. - Chinese cities are encouraged to shift from being "supply chain participants" to "value chain creators," addressing the current challenges of being large but not strong [15][16]. - The report highlights the need for cities like Shanghai to leverage digital transformation and high-value services, while Shenzhen and Qingdao should focus on integrating research and industry for better innovation outcomes [16][17]. Group 4: Technological Innovation - The report emphasizes that technological innovation is a key variable in the competitiveness of ocean cities, moving beyond traditional maritime capabilities to include deep-sea development, green energy, and smart equipment [7][13]. - The OECD warns that the global ocean economy is at a crossroads, with potential for significant growth through clean technology revolutions [13]. - Cities are encouraged to develop comprehensive systems that integrate economic, technological, governance, and ecological factors to enhance their ocean economy capabilities [13][15].
(投资中国)施耐德电气集团董事长赵国华:中国是我们的创新源泉和发展动力
Zhong Guo Xin Wen Wang· 2025-10-12 06:25
赵国华介绍,施耐德电气在全球打造的7座由世界经济论坛认定的世界级"灯塔工厂",有2家就位于中 国。 施耐德电气上海普陀工厂发挥人工智能(AI)等数字化技术优势,将新产品研发周期缩短了63%,人均生 产效率提升了82%,被评为"端到端灯塔工厂"。施耐德电气无锡工厂则以AI算法及数字化技术驱动端到 端节能减碳,晋级为"可持续灯塔工厂"。 上海及长三角地区的独特价值,更成为赵国华眼中"中国创新优势"的重要缩影。 "上海是全球少有的兼具技术、产业、人才与国际联通性的城市,长三角的产业生态更是独一无二。"在 他看来,上海不仅是技术落地的"试验田",能让创新技术快速接受市场检验、完成迭代优化;更是全球 合作的"桥头堡",能为跨国企业链接中国市场与全球资源搭建起高效通道。 施耐德电气在中国的创新成果,已走向全球舞台。分析背后的原因时,赵国华提到两点:一方面,中国 市场规模庞大,能为技术提供"规模化验证"的土壤,让创新技术在实践中不断完善;另一方面,中国的 中新网上海10月12日电 (记者 李姝徵)"中国是我们的创新源泉和发展动力。"第37次上海市市长国际企 业家咨询会议12日召开,作为"洋高参"的一员,施耐德电气集团董事长 ...
“十万亿”后,中国海洋经济落子何处?
Core Insights - The global ocean economy has surpassed $2.5 trillion and is projected to reach $3 trillion by 2030, comparable to the world's seventh-largest economy [1][4] - The shift in ocean economic strength is moving from traditional port metrics to technology-driven innovations, with breakthroughs in deep-sea exploration, marine renewable energy, and marine biomedicine becoming core competitive advantages [1][4] Ocean Economy Overview - China's ocean production value has exceeded 10 trillion yuan for the first time, accounting for 7.8% of GDP, driven by cities like Shanghai, Shenzhen, and Qingdao [2] - The global ocean economy is expanding due to the collaborative growth of marine transportation, fisheries, energy, and tourism, with over 31 million direct jobs created and over 200 million indirect jobs anticipated [4] Global Ocean City Competitiveness - Traditional shipping centers remain dominant in the global ocean city rankings, with cities like London and Oslo leading in various dimensions such as economic vitality and technological innovation [5][7] - Singapore ranks first in Asia, benefiting from efficient governance and a complete industrial chain in marine engineering [7] Innovation as a Key Variable - The "Global Ocean City Competitiveness Index Report (2025)" offers a new perspective on evaluating ocean cities, emphasizing the transition from traditional maritime hubs to innovative ocean cities [9][12] - Both the LMC report and the new competitiveness index highlight the stability of top-tier ocean cities, with Singapore, London, and Rotterdam consistently leading [9] Strategic Pathways for Chinese Cities - Chinese cities are encouraged to transition from "supply chain participants" to "value chain creators," addressing the current challenges of being large but not strong [15][16] - Shanghai can leverage digital port technologies to enhance high-value services, while cities like Qingdao and Shenzhen should focus on integrating research and industry to foster innovation [16][17] Future Projections - The report predicts that Chinese cities will rise in global rankings, with Shanghai potentially entering the top three, and Qingdao moving closer to the first tier due to advancements in AI and marine technology [18]
今年以来累计涨幅超七成—— 多重因素促白银价格创新高
Jing Ji Ri Bao· 2025-10-11 22:12
就涨幅来看,今年以来,现货黄金价格涨超50%,而白银70%的涨幅比黄金更为强劲。同为贵金属,白 银与黄金共享金融属性,但白银工业属性更强,而黄金则货币属性突出。夏莹莹说:"白银走势明显强 于黄金,主要是白银自身的品种特征差异,尽管贵金属普遍缺乏供给弹性,但相较之下,白银盘子较小 也意味着其波动更大。" 在今年黄金价格震荡上涨的同时,白银近日也迎来了高光时刻。10月9日,现货白银价格盘中突破50美 元/盎司,最高触及51.22美元/盎司,刷新历史最高纪录。南开大学金融学教授田利辉表示,现货白 银价格创下新纪录预示着贵金属市场格局正发生变化,也将影响白银从"工业金属"向"价值储存资产"的 估值变化。 全球最大白银ETF-iShares持仓显示,10月9日白银ETF持仓15452吨,较年初增加逾1000吨,白银中长期 投资需求旺盛。万得数据显示,今年以来现货白银价格累计涨幅超70%。田利辉认为,白银走强不是短 期投机,而是工业需求与投资属性双重驱动的结果。全球能源加速转型,作为重要的工业金属,白银在 新能源、光伏、新能源车等领域的消费持续增长,而人工智能浪潮下半导体等需求也离不开白银的支 持。 中国(香港)金融衍生 ...
国家能源局负责人赴南非出席二十国集团能源转型部长会议
国家能源局· 2025-10-11 09:15
· 公开 政务信息 · 发布 行业动态 ·提供 公众服务 了解更多能源动态,请长按图片识别或扫描右侧二维码,关注国家能源局官方微信公众号。 10月10日,二十国集团能源转型部长会议在南非召开。国家能源局副局长万劲松出席会议 并 发言。 国家能源局 国家能源局微信公众号是国家能源局新闻宣传、信息公开、服务群众的重要平台。 中方指出,近年来,中国大力推进清洁能源发展,贡献了全球一半以上的可再生能源新增装机,与 100多个国家和地区开展了绿色能源合作,带动全球产 业规模扩大和技术革新, 显著 降低全球能源转型成本, 是 "技术普惠"的重要贡献者 。 会议通过了《加速推广清洁炊事解决方案的自愿基础设施投资行动计划》,但未就 部长联合公报和其他 技术成果文件 达成共识 。 期间,中方与南非、欧盟、俄罗斯、法国、印度尼西亚、新加坡等成员国和嘉宾国,以及国际可再生能源署、联合国工业发展组织等国际组织负责人开展 了交流。 ...
美国马里兰州打造垃圾填埋场太阳能项目
Huan Qiu Wang· 2025-10-11 08:14
从项目运营模式来看,该太阳能发电场由法国能源企业道达尔能源(TotalEnergies)投资建设并负责日 常运营,巴尔的摩县政府则通过签订长期购电协议(PPA)保障电力供应。这份协议期限为 25 年,且 预留延长至 33 年的空间,既能确保当地长期以相对稳定的低电价获取清洁能源,有效抵御未来电力市 场价格波动带来的风险,也为项目长期稳定运营提供了政策与市场双重保障。(纯钧) 责任编辑:闫弘旭 10月11日消息,据WBOC报道,美国马里兰州巴尔的摩县近日正式启用当地首个大型地面式太阳能发电 场。该项目巧妙利用闲置的 Parkton 垃圾填埋场用地,将曾经的 "环境负担" 转化为清洁发电的 "绿色资 产",为区域能源转型与生态治理融合发展提供了实践样本。 巴尔的摩县地处巴尔的摩市以北,是马里兰州人口密度较高的行政区之一。此次新建的太阳能发电场占 地 213 英亩,总装机容量约 7 兆瓦,由四组大型地面光伏阵列构成,共铺设约 1.5 万块光伏面板。据官 方测算,该电站预计每年可稳定发电约 820 万千瓦时,这些电量能够满足巴尔的摩县 1150 户家庭一整 年的用电需求,在保障居民用电稳定的同时,大幅减少传统能源发电 ...
从一滴油到千度电,玉门能源转型的“铁人答卷”
Zhong Guo Fa Zhan Wang· 2025-10-11 07:17
Core Viewpoint - The article highlights the transformation of Yumen from a resource-dependent economy to a diversified energy hub, showcasing resilience and innovation in the face of challenges [1][4][9]. Group 1: Historical Context and Challenges - Yumen's economy was historically reliant on oil, leading to vulnerability when oil production declined, illustrating the risks of a single-resource economy [4]. - The city faced a critical turning point in the 1990s, prompting key decisions to relocate and diversify its economic base before resources were depleted [4][5]. Group 2: Transition and Development - Yumen has leveraged its natural wind and solar resources to become a leading site for renewable energy, establishing itself as a significant player in China's energy transition [5][7]. - By the end of 2024, Yumen's total installed power capacity is projected to reach 7.19 million kilowatts, with cumulative renewable energy generation exceeding 76 billion kilowatt-hours [5][7]. Group 3: Industry and Infrastructure - The city is developing a comprehensive energy infrastructure, including a 750 kV substation and a robust transmission network to facilitate energy distribution [7]. - Yumen has attracted nine renewable energy equipment manufacturing companies, creating a core industrial chain that supports wind, solar, and energy storage technologies [7][8]. Group 4: Broader Economic Impact - The transformation has led to a diversified industrial structure, with investments in modern chemical projects and the growth of the tertiary sector, enhancing economic resilience [8]. - Yumen has received multiple accolades, including recognition as a national garden city and an advanced ecological civilization city, reflecting its commitment to sustainable development [8].
美联储降息后,最利好的资产出现了?
大胡子说房· 2025-10-11 05:38
Core Viewpoint - The article highlights that silver has outperformed other asset classes, including gold, following the Federal Reserve's interest rate cuts, with a year-to-date increase of 48% as of mid-September, reaching a peak price of $42.96 per ounce, the highest in 14 years [1][2]. Group 1: Silver's Performance and Market Dynamics - Silver's significant price increase is attributed to its unique market characteristics, including a less developed derivatives market compared to gold, leading to higher volatility and susceptibility to market squeezes [1][2]. - The industrial demand for silver, particularly in solar panels and electric vehicles, is driving its price up, with projections indicating a substantial increase in demand due to the energy transition [2]. - The silver market has experienced a supply shortage for five consecutive years, a rare occurrence that has contributed to its price surge [2]. Group 2: Economic Context and Future Outlook - The article discusses the broader economic concerns regarding the U.S. debt-driven economy, suggesting that the real threat is not debt default but currency devaluation, drawing parallels with countries like Argentina and Turkey [3][4]. - It posits that as the global dollar-based debt system faces challenges, gold and silver may serve as alternative hard currencies, reflecting the declining real value of the dollar [4][5]. - The expectation is that if the Federal Reserve continues to lower interest rates, both gold and silver will likely see further price increases, with silver potentially rising to over $60 per ounce [2][5].
美国马里兰州打造垃圾填埋场太阳能项目,年发电量满足 1150 户家庭全年需求
Huan Qiu Wang· 2025-10-11 04:12
巴尔的摩县地处巴尔的摩市以北,是马里兰州人口密度较高的行政区之一。此次新建的太阳能发电场占 地 213 英亩,总装机容量约 7 兆瓦,由四组大型地面光伏阵列构成,共铺设约 1.5 万块光伏面板。据官 方测算,该电站预计每年可稳定发电约 820 万千瓦时,这些电量能够满足巴尔的摩县 1150 户家庭一整 年的用电需求,在保障居民用电稳定的同时,大幅减少传统能源发电带来的碳排放,为当地生态环境改 善注入动力。 从项目运营模式来看,该太阳能发电场由法国能源企业道达尔能源(TotalEnergies)投资建设并负责日 常运营,巴尔的摩县政府则通过签订长期购电协议(PPA)保障电力供应。这份协议期限为 25 年,且 预留延长至 33 年的空间,既能确保当地长期以相对稳定的低电价获取清洁能源,有效抵御未来电力市 场价格波动带来的风险,也为项目长期稳定运营提供了政策与市场双重保障。(纯钧) 来源:环球网 【环球网科技综合报道】10月11日消息,据WBOC报道,美国马里兰州巴尔的摩县近日正式启用当地首 个大型地面式太阳能发电场。该项目巧妙利用闲置的 Parkton 垃圾填埋场用地,将曾经的 "环境负担" 转 化为清洁发电的 ...