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。 ...

Group 1 - The core viewpoint emphasizes China's significant advancements in renewable energy and public infrastructure, as observed by the Governor of Victoria, Jacinta Allan, during her recent visit to China [1][2] - China installs approximately 100 solar panels every second, showcasing its commitment to energy transition [1] - Continuous investment in public facilities, particularly public transportation, remains a priority for China, as noted by Allan during her visit to the Chengdu-Deyang railway [1] Group 2 - The importance of education in Chinese society and culture left a strong impression on Allan, highlighting it as a key area for cooperation between Victoria and China [2] - Allan's personal connection to education was illustrated through her daughter's study of Chinese, emphasizing the cultural and historical significance of language learning [2] - The commemoration of the 80th anniversary of the victory in the Anti-Japanese War provided an opportunity for global reflection on the importance of peace [2]

来源：央视新闻客户端 End 欢迎分享给你的朋友！ 出品 | 中国能源报（c n e n e rg y） 编辑丨闫志强 欧盟官员：美国气候政策是"一种自杀"。 当地时间23日，欧盟委员会副主席里贝拉警告称，如果美国"忘记世界其他国家"并退出 全球气候谈判，这将是"令人震惊的"， 甚至可能相当于"一种自杀"。 里贝拉补充说，她希望美国的其他力量，包括企业主、市长和州长能够推动投资替代能 源，而不是继续依赖化石燃料。 美 国 总 统 特 朗 普 在 当 天 的 联 合 国 大 会 讲 话 中 抨 击 风 能 等 可 再 生 能 源 " 昂 贵 低 效 、 依 赖 补 贴"，称其为"骗局"。今年1月，美国总统再次宣布退出《巴黎协定》。 ...

日前，全球领先的绿色科技企业远景科技集团(下称"远景")同澳大利亚驻华大使Scott Dewar等围绕中澳 可再生能源合作事宜展开座谈交流，共商可再生能源产业发展与本地化布局新蓝图。各方就能源生态系 统建设、供应链自动化和人才培养等议题深入交流并达成共识，以期进一步夯实远景在澳大利亚及亚太 地区的长期发展基础。远景能源高级副总裁、国际产品线总裁徐刚，澳大利亚贸易投资委员会 (Austrade)副首席执行官Daniel Boyer，以及澳新银行(ANZ)代表等共同出席本次会谈。 "澳大利亚拥有丰富的可再生资源、创新潜力和气候政策领导力，是远景全球化战略中的关键市场。"徐 刚表示，近年来，远景不断加码在澳业务布局，不仅在墨尔本设立澳大利亚区域总部，还携手澳大利亚 可再生能源开发商FERA Australia在澳大利亚国家电力市场(NEM)开发大型混合可再生能源项目。"未 来，远景将持续加大在澳投资与布局，聚焦可再生能源开发、零碳产业园、绿色氢氨及本地化可再生供 应链等领域，助力当地建设具有韧性、可持续、面向未来的能源基础设施。" 徐刚表示："此次远景与澳新银行深化合作，将推动澳大利亚绿色金融系统建设，夯实我们对澳 ...

Core Viewpoint - Shandong has established the first provincial-level green certificate trading service center in China, achieving a purchase intention of 7.18 million certificates on its first day, enhancing the visibility and value of green electricity [1][4]. Group 1: Green Certificate System - The green certificate system serves as an important mechanism for promoting renewable energy, having been implemented in over 20 countries for more than 20 years. China began trialing the system in 2017 and achieved full coverage in 2023 [3]. - A green certificate represents 1,000 kilowatt-hours of renewable energy and includes key information such as generation time, location, technology type, and a unique blockchain code for traceability [3]. Group 2: Market Dynamics - The trading of green certificates is essentially a transaction of the environmental attributes behind green electricity, which can enhance product competitiveness in international markets [4]. - From January to August this year, 464 million green certificates were traded nationwide, a year-on-year increase of 120%. The average price of green certificates has risen by 140% compared to the beginning of the year [4]. Group 3: Trading Mechanism - The "certificate-electricity separation" model introduced by Shandong's trading service center allows for independent trading of green certificates, overcoming previous limitations of physical electricity trading [5]. - This new model provides a convenient trading channel for local enterprises, allowing them to sell green certificates separately from electricity, thus creating an additional revenue stream [5]. Group 4: Regional Collaboration - The green certificate trading scope has expanded in the Yellow River basin, with nine provinces signing a memorandum to enhance cooperation in data sharing and market interconnectivity [7]. - As of August this year, 188 million green certificates were sold in the Yellow River basin, accounting for 41% of the national total [7]. Group 5: Future Outlook - The future of green certificate trading is being driven by strong policy constraints and international recognition, with mandatory consumption mechanisms being established for various high-energy industries [8]. - The international RE100 initiative has recognized Chinese green certificates, significantly increasing their value and encouraging foreign enterprises to purchase them [9].

Group 1 - The core viewpoint of the article is President Trump's criticism of the United Nations and his warning to Russia regarding severe tariffs if the conflict continues [1][2] - Trump questioned the effectiveness of the United Nations, stating that it seems to only produce strong-worded letters without follow-up actions [1] - He criticized the renovation project of the UN headquarters, claiming it cost between $20 billion to $40 billion, while he had proposed a $500 million plan that was rejected [1] Group 2 - Trump warned that if Russia does not end its military actions, the U.S. will impose very severe tariffs, and European countries must also implement similar measures [2] - On the Gaza issue, he urged immediate action to release all hostages and warned that unilateral recognition of Palestine would reward Hamas's violence [2] - He criticized the UN for spending $372 million in 2024 to support 624,000 immigrants entering the U.S., arguing that the UN should prevent invasions rather than encourage them [2]

美国总统特朗普在当天的联合国大会讲话中抨击风能等可再生能源"昂贵低效、依赖补贴"，称其为"骗 局"。今年1月，美国总统再次宣布退出《巴黎协定》。 里贝拉补充说，她希望美国的其他力量，包括企业主、市长和州长能够推动投资替代能源，而不是继续 依赖化石燃料。 当地时间23日，欧盟委员会副主席里贝拉警告称，如果美国"忘记世界其他国家"并退出全球气候谈判， 这将是"令人震惊的"，甚至可能相当于"一种自杀"。 （文章来源：央视新闻客户端） ...

Core Viewpoint - The article discusses the slow development of offshore wind power globally, highlighting the challenges and emerging opportunities in the sector as countries set ambitious installation targets for the future [2][30]. Group 1: Current State of Offshore Wind Power - As of the end of 2024, the global cumulative installed capacity of offshore wind power is 83.2 GW, which is only one-third of China's annual new photovoltaic installation capacity [2][4]. - The global offshore wind power market is primarily concentrated in China and Europe, with other regions lagging significantly [2][4]. - The high costs, unique challenges of marine environments, technical difficulties, and declining subsidies are key factors contributing to the slow growth of offshore wind power [2][4]. Group 2: Economic Factors - The weighted average levelized cost of electricity (LCOE) for offshore wind power is $0.079 per kWh, more than double that of onshore wind power at $0.034 per kWh [6]. - The average installation cost for offshore wind power is $2,852 per kW, compared to $1,041 per kW for onshore wind [6]. - The internal rate of return (IRR) for offshore wind projects is typically lower than that of onshore wind and solar projects, ranging from 6% to 7% [10]. Group 3: Strategic Advantages of Offshore Wind - Offshore wind power is strategically located closer to load centers, reducing the need for long-distance transmission from inland sources [12]. - Countries with limited land area, such as those in Europe and East Asia, have greater market potential for offshore wind power [12]. - Offshore wind resources benefit from higher wind speeds, greater stability, and more effective utilization hours compared to onshore wind [13][19]. Group 4: Future Growth Projections - In 2024, global new offshore wind installations are expected to reach 8,001 MW, with China contributing over 50% of this growth [21]. - The European market is projected to see significant growth, with the Global Wind Energy Council estimating an addition of 126 GW of offshore wind capacity over the next decade [32]. - Major countries like the UK, Germany, and the Netherlands have set aggressive installation targets, with the UK aiming for 50 GW by 2030 [32][33]. Group 5: Policy and Market Dynamics - The ongoing geopolitical situation, particularly the Russia-Ukraine conflict, has prompted European countries to prioritize energy independence and renewable energy sources, including offshore wind [30]. - The trend towards larger wind turbines is expected to improve the economic viability of offshore wind projects, with average turbine sizes increasing from 8-10 MW to 14-16 MW [30]. - The decline in financing costs due to lower interest rates is also making offshore wind projects more feasible [30].

Summary of Wind Power Industry Conference Call Industry Overview - The wind power industry is expected to show significant improvements in its fundamentals in 2025, with strong performance from export chains and component manufacturers in the first half of the year, and anticipated growth from domestic offshore wind and turbine companies in the second half [1][3]. Key Projections - The installed capacity for onshore wind power is projected to reach 100 GW in 2025, representing a year-on-year growth of 30%-40% [5][11]. - Offshore wind power capacity is expected to double to around 10 GW in 2025, indicating rapid growth in both onshore and offshore segments [5][11]. Project Reserves and Support - There is a substantial reserve of domestic offshore wind projects, including approximately 17-18 GW of projects that have been tendered but not yet started, over 20 GW that have been approved but not tendered, and 40-50 GW of competitive projects [6][9]. - Policy support for deep-sea development is expected to bolster future installations [6]. International Market Dynamics - In the first eight months of 2024, overseas Final Investment Decision (FID) projects totaled 8 GW, surpassing the total for the previous year, with 12 GW of projects under construction, up from 10 GW last year [7][8]. - The European market, particularly the UK, France, and Germany, has significantly contributed to these figures, despite challenges in the US market [7][8]. Catalysts for Growth - Key catalysts for industry growth in the second half of 2024 include: 1. A robust tender reserve of approximately 160-170 GW for 2024, with about 60-70 GW of projects yet to be constructed [12]. 2. Favorable economic conditions for wind power, with internal rates of return (IRR) remaining attractive for investors [12]. 3. Strong order books for major turbine manufacturers, with orders increasing by over 10% compared to the end of 2024 [12][15]. Investment Recommendations - The wind power sector is currently viewed as a strong investment opportunity, with expectations of accelerated performance across the entire industry chain in the second half of 2024 [14]. - It is recommended to focus on leading companies in sub-sectors such as submarine cables, piles, turbines, and components to capitalize on the upcoming growth cycle [14]. Long-term Outlook - The medium to long-term outlook remains positive, with expectations of continued high growth in both domestic and international markets, supported by large-scale project reserves and favorable policies [9][10]. - By 2026, global installed capacity is projected to reach 10 GW or more, indicating more than double the growth compared to previous years [9]. Conclusion - The wind power industry is poised for significant growth, driven by strong fundamentals, substantial project reserves, and favorable market conditions both domestically and internationally. Investors are encouraged to consider strategic allocations in this sector to leverage upcoming opportunities.

来源：市场资讯 （来源：美股情报站） 近期，GE Vernova的股价表现抢眼，在9月22日上涨3.24%，连续两天实现上涨，总计涨幅达5.46%。此 次的市场表现吸引了不少投资者的关注，特别是在能源与工业设备领域的多方推动下，显得尤为突出。 在全球能源转型的大背景下，GE Vernova与Enertrag合作，为德国风电场提供7台6兆瓦涡轮机，并相继 在纽约和魁北克等地增资过亿美元，扩展发电机和水电设备产能。这一合作契机可望进一步增强其在可 再生能源领域的竞争力。 与此同时，北美的数据中心市场表现强劲，空置率降至历史低位，也为GE Vernova带来了新的增长点。 随着AI算力需求的急剧上升，Meta和OpenAI等科技公司增大对第三方云平台的依赖，从而促进了数据 中心的建设需求。GE Vernova在这一领域的布局和投资，正是顺应了市场需求，提供了技术和设备的支 持。 此外，全球多家跨国公司在电气设备和能源管理领域积极进行技术升级和产能扩张，GE Vernova通过在 工业设备和变压器领域的持续发力，显示出其在能源管理市场的持续投入和雄厚实力。电力设备市场的 增长，也为公司带来了新的发展机遇。 在众多利好 ...