Core Points - The third China-Bahia State Cooperation Forum was held in Salvador, Brazil, with over 300 attendees from Chinese and Brazilian political, business, and academic sectors [1][3] - The forum highlighted the importance of strengthening cooperation between China and Brazil, particularly in the context of global challenges and the rise of the Global South [3] - Key projects in Bahia State, such as the BYD electric vehicle factory and the Salvador-Itaparica bridge, were discussed as examples of successful Chinese investment [3][5] Group 1 - The forum emphasized the need for China and Brazil to enhance collaboration to address global challenges and promote mutual development [3] - Bahia State is recognized for its strategic location, rich resources, and diverse culture, making it a significant area for cooperation with China [3][5] - The Chinese experience in poverty alleviation has positively impacted over 24 million Brazilians, with 1 million in Bahia State benefiting directly [5] Group 2 - The forum included discussions on economic development strategies, poverty reduction, sustainable industrialization, energy transition, and technological innovation [5] - Bahia State has sent 72 officials to China to learn from its poverty alleviation strategies, aiming to apply these lessons locally [5] - The cooperation between China and Bahia in energy transition, particularly in hydrogen, wind, and solar energy, is expected to significantly improve local living conditions [5]

Core Insights - China is set to increase its oil consumption before 2030 while still being a leader in green energy, highlighting the challenge of balancing energy security, economic growth, and structural emissions reduction [1][2] Group 1: Renewable Energy Development - China has become a global leader in renewable energy, particularly in solar and wind power, with significant investments driving this transition [1] - By October 2025, China's total installed power generation capacity is expected to reach 3.75 billion kilowatts, with solar power capacity at 1.14 billion kilowatts (up 43.8% year-on-year) and wind power capacity at 590 million kilowatts (up 21.4% year-on-year) [1][3] - In the first quarter of 2025, renewable energy generation is projected to account for approximately 35.9% of total power generation, accelerating the process to achieve peak carbon emissions before 2030 [3] Group 2: Fossil Fuel Dependency - Despite rapid growth in renewable energy, China's reliance on fossil fuels remains significant, with coal consumption expected to peak around 2027 and oil consumption projected to peak during the 14th Five-Year Plan (2026-2030) [2] - The transportation sector is expected to reduce its use of refined fuels, leading to a shift of oil derivatives towards the slower-growing petrochemical industry [2] Group 3: Energy System Transformation - China is accelerating the development of a new energy system characterized by integration, storage, large-scale renewable energy bases, and modernized grids to ensure stable replacement of fossil fuels [2] - Investments in energy storage are crucial for reducing renewable energy waste and ensuring stable power system operations [2] - The expansion of smart grid infrastructure and scheduling systems is underway to accommodate a large amount of intermittent energy sources [2] Group 4: Long-term Goals - By 2035, China aims to achieve over six times the total installed capacity of solar and wind power compared to 2020, targeting over 360 million kilowatts, with the potential for early achievement based on current growth rates [3]

时值2025年末，全球能源转型浪潮奔涌不息。近日，一则来自北京的签约消息，再次彰显了中国基建力 量在全球绿色能源领域的卓越影响力。中国电力建设集团（简称"中国电建"）所属的骨干企业山东电建 三公司，与全球能源巨头法国ENGIE集团正式签署合作协议。 双方将携手建设阿联酋阿布扎比的哈兹纳150万千瓦光伏发电项目。这一项目的落地，不仅是中国高端 制造与工程实力出海的又一力证，也为阿联酋的能源结构多元化注入了强劲动力。 此次合作的双方均是各自领域的佼佼者。中国电建作为全球清洁低碳能源建设的引领者，业务遍及全 球，在电力能源项目的设计、施工与管理方面积累了雄厚经验。其子公司山东电建三公司更是深耕国际 市场多年，以卓越的工程质量和项目执行力闻名。 此外，项目还将配备高效的平单轴跟踪支架、集中式逆变器和箱式变电站等先进设施。这些技术的综合 运用，将确保电站能够长期稳定地输出清洁电力。 项目建成后，预计每年可满足约16万户当地家庭的用电需求，同时每年减少超过240万吨的二氧化碳排 放。这将极大丰富阿联酋的电网供电结构，为当地工业和民用发展提供坚实保障。 03 战略契合：深度融入阿联酋"2050愿景" 哈兹纳光伏项目的建设， ...

截至2025年11月27日 10:14，中证光伏产业指数强势上涨2.14%，成分股迈为股份上涨5.49%，阳光电源 上涨4.64%，阿特斯上涨4.51%，上能电气，正泰电器等个股跟涨。 消息面上，据北京青年报，11月26日，中共北京市委关于制定北京市国民经济和社会发展第十五个五年 规划的建议发布。一是在构建新型电力系统过程中，加强智能电网和微电网建设，推进光伏等新能源友 好接入，提升电力系统对新能源的互补互济能力与安全韧性水平。二是优化能源结构、严控化石能源规 模背景下，加强光伏等本地可再生能源的开发利用，助力"双碳"目标实现。三是扩大绿电进京规模，通 过光伏等清洁能源供给提升终端用能电气化水平与能源消费绿色低碳转型质量。 中邮证券认为，光伏产业存在供需预期差，供给的"反内卷"行动持续推进，另一方面，中国于2025年11 月3日正式提交2035年国家自主贡献，中国是能源转型的行动派，我们预计随着相关配套措施的发布， 大基地的消纳有望加速解决，同时COP30的召开过程中，各缔约国进一步提交NDC3.0，有助于全球能 源转型的动力，因此我们认为需求的改善有望提前到来。 数据显示，截至2025年10月31日，中证光 ...

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 宁德时代海外建厂进程迈出重要一步。西班牙工业和旅游大臣霍尔迪·埃雷乌当地时间11月26日宣布， Stellantis集团和宁德时代在西班牙北部的电池工厂开工建设。埃雷乌称这座未来工厂是"西班牙对欧洲 再工业化所能做出的最佳贡献"。 2024年12月，宁德时代与Stellantis集团共同宣布，双方将各持股50%成立一家合资企业，在西班牙萨拉 戈萨建设一座大型磷酸铁锂电池工厂，投资高达41亿欧元。该工厂计划于2026年底开始生产，规划年产 能可达50吉瓦时。 Stellantis集团和宁德时代签订协议现场 电池覆盖电动轿车、跨界车和SUV 11月27日，上海证券报记者从Stellantis集团有关负责人处获悉，此次西班牙北部的电池工厂开工建设是 对此前双方协议的落实。 2023年11月21日，Stellantis集团和宁德时代曾宣布双方已签署一份不具约束力的谅解备忘录，该备忘录 约定：宁德时代将在欧洲当地向Stellantis集团供应磷酸铁锂（LFP）电池的电芯和模组，助力Stellantis 在欧洲市场的电动汽车生产。 2024年12月 ...

Group 1 - The A-share market showed mixed performance on November 27, with the photovoltaic sector experiencing a strong rally, particularly the photovoltaic 50 ETF (516880), which rose over 1% [1] - Notable stocks within the ETF included Arctech, which increased by over 4%, and Sungrow, which rose by over 3%, along with other companies like Maiwei, Daqo, and TBEA also seeing gains [1] - The photovoltaic 50 ETF has seen a net inflow of over 230 million yuan in the last 10 trading days, indicating strong investor interest [1] Group 2 - The Beijing Municipal Committee released suggestions for the 15th Five-Year Plan, emphasizing the construction of a new power system that enhances the integration of renewable energy sources like photovoltaics [2] - The plan aims to optimize the energy structure while controlling fossil fuel usage, promoting local renewable energy development to support carbon neutrality goals [2] - Analysts from Huaylong Securities and Zhongyou Securities project a positive outlook for the photovoltaic industry, anticipating supply-side adjustments and technological upgrades to create new opportunities by 2026 [2]

为确保可再生能源安全稳定地替代化石燃料，中国正加快构建以一体化、储能、大型可再生能源基地和 电网现代化为特征的新型能源体系。中国计划在西北地区开发大型太阳能和风能综合体，在西南地区扩 建水电站，在沿海地区拓展海上风电场和新的核电项目。 巴西《论坛》杂志网站11月24日文章，原题：为什么中国会在2030年前使用更多石油，但它仍然是绿色 大国中国已成全球能源转型的典范。中国在绿色技术和可再生能源方面的大规模投资，最终成为全球南 方国家人民的灵感源泉。如今，中国是全球太阳能和风能领域真正的领军者，不过，该国未来5年煤炭 和石油的使用量增加引起了广泛关注。由于煤炭和石油仍处于能源体系的核心位置，中国面临着平衡能 源安全、经济增长与结构性减排的挑战。 自2020年明确提出二氧化碳排放力争于2030年前达到峰值、2060年前实现碳中和以来，中国加快了向清 洁能源的转型。在太阳能和风能装机容量创纪录增长的推动下，非化石能源的占比不断上升。如今，中 国拥有全球规模最大、发展最快的可再生能源系统，这一举措已开始体现在二氧化碳排放量的稳定，甚 至下降。 中国在可再生能源发展方面确立了加速发展的轨迹。截至2025年10月，中国累计 ...

芝商所通过多元合作衔接中国与全球衍生品体系。芝商所与上海黄金交易所已建立双边产品授权协议， 上海黄金交易所授权上海金下午定盘价，芝商所授权COMEX黄金期货亚洲现货价，实现中外黄金定价 互通；与上期所、郑商所、大商所沟通，探索商品产品合作；还与上期所、中国外汇交易中心、中金所 签署备忘录，在营销与联合产品开发上深度协作，为中国实体企业跨境套保提供更多工具。 数据显示，2025年第三季度，芝商所商品期货期权交易有所下滑，全球日均交易量（ADV）降至2530 万张，同比下降10%，创今年以来季度低点。回溯前三季度，芝商所全球市场呈现"前高后稳"节奏，第 一季度全球ADV达2980万张（同比增长13%），第二季度升至3020万张（同比增长16%），整体先增后 降。 其中，亚太地区韧性凸显。芝商所第三季度亚太市场ADV虽降至170万张（同比下降7%），但降幅低于 全球市场。分季度看，第一季度亚太市场ADV为200万张（同比增长20%），第二季度达220万张（同比 增长30%），两季度增速均显著跑赢全球市场。"亚太地区市场已成为芝商所商品业务的增长引 擎。"Derek Sammann告诉记者，今年前9个月，亚太交易时段 ...

（原标题：第41届哈瓦那国际博览会将于11月24日开幕） 报道称，展会设立"古巴制造"、"能源转型"、"人工智能"、"FIHAV 2025 一体化机制论坛"及"独特古巴"等五大创新展区，并将与俄罗斯、越南、伊 朗、土耳其和阿根廷等主要贸易伙伴举行五场商业论坛，旨在促进合资企业发 展，提升本土产能。 古巴辩论网11月12日报道，第41届哈瓦那国际博览会（FIHAV 2025）将 于11月24日至29日举办，尽管面临美国强化封锁和"梅利莎"飓风重创东部省份 的双重挑战，本届博览会仍吸引了240家本土企业及来自47个国家和地区的众 多国际企业参展。 ...

Core Points - The 2026 Solar Solutions Amsterdam exhibition is a key event for solar energy companies aiming to enter the European market, taking place from March 10 to 12, 2026 [1][3] - The exhibition will be held at Expo Greater Amsterdam, a prime location for international events [2] - The event is the largest and most professional solar energy exhibition in Northwest Europe, attracting over 15,000 B2B visitors from more than 60 countries in 2026 [3] Exhibition Overview - The exhibition has been successfully held for thirteen editions and covers the solar energy sectors in the Netherlands, Belgium, and Luxembourg [3] - In 2025, the exhibition featured 276 companies and a total exhibition area of 24,000 square meters, with 12,841 professional visitors, including a significant percentage of decision-makers [3] - The event will showcase over 500 innovative technologies and host more than 100 practical seminars to support the growth of the renewable energy market [5][7] Market Potential - The Dutch solar market is experiencing rapid growth, with a cumulative installed capacity of 27.7 GW expected by 2024, a 14% increase from 2023, and solar energy accounting for 18% of the country's total electricity generation [10][11] - There is a significant gap in the storage market, with only 0.5% of households equipped with storage systems despite 33% having solar panels, indicating substantial growth potential [12] - The International Energy Agency (IEA) predicts that the installed capacity in the Netherlands could reach between 50.6 to 55 GW by 2030, with battery storage capacity expected to reach 56 GWh [13][14] Target Audience - The exhibition attracts a diverse audience, including business decision-makers and representatives from government agencies, providing valuable networking opportunities [15] - It is suitable for various solar energy companies, including manufacturers, suppliers, and service providers in the solar and storage sectors [16] Recommended Exhibition Service Provider - Omaten is recommended for exhibition design and construction, offering comprehensive services and expertise in the solar energy sector [17] - The company holds multiple certifications and has extensive experience, having served over 8,000 enterprises and completed more than 12,000 exhibition projects [19][20] - Omaten's strengths include innovative design, a global service network, and a rigorous project management process, ensuring effective exhibition solutions for solar energy companies [21][22][23] Conclusion - The 2026 Solar Solutions Amsterdam exhibition represents a strategic opportunity for solar energy companies to expand into the European market, supported by the growing solar capacity and storage market potential in the Netherlands [25]