Core Insights - The focus of energy investment is shifting from power generation to grid and energy storage, with global annual investments in grid upgrades and energy storage expected to exceed $800 billion (approximately 5.6 trillion RMB) by 2030, representing a significant increase of over 50% from current levels [1] Investment Trends - Global investment in solar photovoltaic power is projected to reach $554 billion in 2024, a 49% increase compared to 2022 [2] - Investment in electric vehicles is expected to be $763 billion, marking a 33% increase [2] - Battery storage investments are anticipated to grow by 73% to $54 billion in 2024, which is 11 times the average level from 2019-2020 [3] Energy Transition Characteristics - The energy transition is characterized by three main trends: 1. Divergence in transition paths influenced by political and economic factors, with the U.S. and EU showing contrasting approaches [6] 2. China emerging as a leader in green low-carbon development, with significant advancements in wind and solar capacity [6] 3. Electrification becoming a common pathway for global energy transition, with electricity demand projected to grow by 32% over the next decade [6] Future Energy Consumption - Global energy consumption growth is expected to slow, with a projected increase of 1.7% during the "15th Five-Year Plan" period, down 1.1 percentage points from the previous period [7] - China's non-fossil energy is predicted to become the dominant energy source, with its share of total power generation expected to reach 50% by 2035 and 91% by 2060 [7][8] Carbon Emissions Outlook - Global carbon emissions from energy combustion are projected to reach 36.1 billion tons by 2030, with a plateau phase expected [11] - China's energy-related carbon emissions are anticipated to stabilize around 1.06 billion tons, with a potential reduction of 10% from peak levels by 2035 [11] Hydrogen Energy Potential - The hydrogen industry is expected to play a significant role in achieving carbon neutrality, with green hydrogen demand projected to reach 1.2 million tons by 2030 [12] - By 2060, the hydrogen sector could contribute to a reduction of 600 million tons of carbon emissions, accounting for approximately 10% of China's carbon neutrality goals [12]

证券日报网讯 12月18日，广州发展（600098）在互动平台回答投资者提问时表示，公司以进一步提高 公司质量和高质量发展为基础，结合公司战略规划及业务发展，从经营提升、优化治理结构、股权激 励、现金分红、投资者关系管理、信息披露、股份回购及股东增持等八个方面制定估值提升计划。公司 将坚持产业经营和资本运作协同发展，积极参与绿色、低碳、综合、智慧能源等领域的项目开发建设和 收购兼并，加速AI技术在产业链的创新应用，推进"人工智能+"能源高质量发展，打造差异化竞争优 势，不断提升资产盈利能力。 ...

成本接近经济性拐点 从资源禀赋看，钠离子电池突出的优势在于其原材料的广泛性与稳定性。据了解，钠元素在地壳中的丰 度约为锂元素的1000倍，同时还广泛存在于海水中，获取成本与供应风险相对可控。与之形成鲜明对比 的是，锂资源分布相对集中，受地缘政治、资源开发节奏以及市场情绪影响较大，价格波动明显。 2020年至2024年，碳酸钠价格基本维持在每吨100至500美元区间，而碳酸锂价格则在每吨6000美元至 83000美元之间大幅波动，两者差距显著。这种长期存在的原材料价格差异，为钠离子电池在理论成本 结构上的"低起点"提供了重要支撑，也成为其被视为低成本技术路线的重要基础。 来源：中国能源报 国际可再生能源机构近日发布最新报告指出，钠离子电池在成本控制方面正展现出明显潜力，当前已降 至每千瓦时90美元至125美元区间，正逐步趋近于锂离子电池的75美元至105美元区间水平。预计随着产 业链逐步成熟、规模化生产加速推进，钠离子电池成本有望在未来进一步下降，最低可能降至每千瓦时 40美元左右。 在全球能源转型持续深化、对绿色低碳与供应链安全要求不断提高的背景下，钠离子电池能否借助成本 快速下降的窗口期实现规模化应用拓展， ...

（文章来源：证券日报） 证券日报网讯 12月17日，日照港在互动平台回答投资者提问时表示，今年7月份，山东港口首个虚拟电 厂项目在日照港正式落地并投入运营，该项目有效发挥电力负荷智能调度与灵活调节效能，主要服务公 交场站、重卡换电站等用户，自投入运营以来累计调节电量超1900MW·h，有助于提升能源利用效率， 为港口绿色低碳发展提供有力支撑。 ...

Core Viewpoint - During the "14th Five-Year Plan" period, Shandong Province has achieved significant development in transportation, becoming the first provincial-level demonstration area for a strong transportation nation in China, with a projected investment of 1.47 trillion yuan, an increase of over 80% compared to the "13th Five-Year Plan" [1] Group 1: Transportation Infrastructure Development - Shandong has constructed a modern high-quality comprehensive transportation network, achieving notable accomplishments in railways, highways, ports, and airports [1] - The total railway operating mileage in Shandong reached 8,073 kilometers, ranking fourth in the country, with high-speed rail mileage increasing to 3,055 kilometers, the highest in the nation [1] - The total highway mileage in Shandong reached 297,000 kilometers, with highway density ranking first in the country (excluding municipalities) [2] Group 2: Port and Airport Enhancements - The province has 396 berths of 10,000 tons or more, including 30 berths of 200,000 tons or more, the highest in the country, and boasts the world's largest specialized terminals for iron ore, crude oil, and containers [2] - Shandong has 10 transport airports, ranking first in East China, with both Jinan and Qingdao airports achieving record passenger throughput [2] Group 3: Logistics and Transportation Efficiency - Shandong's international logistics channels are robust, with the total number of maritime foreign trade container routes maintaining the top position among northern ports, and a cumulative total of 12,000 China-Europe freight trains operated over five years [2] - The province is expected to reduce the ratio of total social logistics costs to GDP by 0.7 percentage points by 2025 compared to 2020, with a cumulative reduction in transportation costs of 57 billion yuan over five years [2] Group 4: Smart and Green Development - Shandong is integrating smart, green, and collaborative development into its transportation sector, with 600 kilometers of smart highways and 28 smart terminals established [3] - The total installed capacity of photovoltaic power generation along highways reached 833 megawatts, ranking first in the country, while promoting the integration of transportation with tourism and industry [3] Group 5: Governance and Public Service Improvements - Shandong has established a comprehensive "big transportation" management system, enhancing governance levels and fostering competitive transportation enterprises [3] - Over the past five years, Shandong has upgraded more than 40,000 kilometers of rural roads and built 26,000 service stations to improve logistics services in rural areas [3]

Core Insights - The project in Xilin Hot City, a 50 MW photovoltaic initiative by China Hydropower Sixth Engineering Bureau, aims to create a green ecological model, enhancing safety and efficiency through innovative practices [1][3] Group 1: Project Overview - The photovoltaic project covers an area of 910,000 square meters, featuring organized construction with blue solar panels laid out according to the terrain [1] - The project is a continuation of the Xilinguole Wind Power Project, focusing on creating a green ecological sample project [1] Group 2: Safety and Technology Innovations - The project team has optimized safety management by introducing a "DJI drone + AI algorithm" smart inspection system, significantly improving inspection efficiency [1] - Drone inspections can cover the entire construction site in 10 minutes, compared to over an hour for manual inspections, achieving an inspection efficiency 8 to 10 times greater than human efforts [1] - The AI engine trained for the grassland construction scene can accurately identify 12 types of safety hazards with an accuracy rate exceeding 95% [1] Group 3: Fire Prevention Measures - During the fire-prone period from September to May, the project team has implemented customized fire prevention measures, including a stainless steel fire-catching device that effectively captures high-temperature welding slag [2] - Since the project's commencement, there have been no fire incidents related to welding operations, ensuring both construction safety and ecological protection [2] Group 4: Sustainable Power Solutions - The project site, being remote, lacks grid power; thus, a green power supply plan was developed to support temporary office needs, reducing reliance on diesel generators [2] - Solar-powered streetlights and cameras have been installed to ensure continuous operation, integrating green and low-carbon principles throughout the construction process [2][3]

在关键装备方面：公司拥有甲醇储罐、甲醇运输车等装备；核心工艺方面： 具备甲醇运输加注船建造能力，以及丰富的建造绿色氢氨醇项目经验和一体化解决方案能力；依托中集 安瑞科的先进清洁能源关键装备、核心工艺及综合服务解决方案，"装备+工艺+运营"一体化，关键核 心设备自主可控，中集安瑞科工程科技有限公司提供了高质量、迅速的总包工程建设。 机构：天风证券 研究员：张樨樨/厉泽昭 中集安瑞科宣布国内首个量产生物甲醇项目投产中集安瑞科宣布，12 月16 日，中集安瑞科国内首个量 产生物甲醇（绿色甲醇）项目在广东湛江投产。该项目是国内最早实现"生物质废弃物-绿色甲醇-航运 燃料"全链条闭环的规模化项目之一，项目首期年产5 万吨的绿色甲醇，是国内首个量产生物甲醇项 目，具有原料适应性强、操作弹性大、工艺过程集成度高、源头及过程降碳效果显著等优点，产品全生 命周期GHG减排率85%以上。 湛江绿色甲醇工厂11 月已经斩获ISCC EU 认证11 月初，湛江项目成功取得甲醇生产装置（Processing Unit, 又称PU 端）的ISCC EU 绿色认证证书。本次顺利取证意味着中集安瑞科的绿色甲醇产品完全符合 REDIII 法规 ...

"在建筑领域推动节能减排、绿色低碳发展，是非常重要的方向。"中国建筑节能协会副会长柴文忠表 示，台达杯竞赛持续了20年，是组织单位与行业参与者一起共同努力的结果，在这个过程中，不仅孵化 培育了一批先进技术，落地建成了一批优良的工程，同时也培养了一批技术人才，起到了很好的示范引 领作用。 作为全球电源管理和散热解决方案的领先企业，台达集团1971年成立于台北，1992年在广东东莞设厂， 是较早在大陆投资的台企之一。秉持"环保 节能 爱地球"的经营理念，台达将企业可持续发展与商业模 式相结合，运用高效率电力电子核心技术，积极应对气候变化带来的环境议题。 四川省绵阳市涪城区杨家镇台达阳光小学、江苏省苏州市吴江区中达低碳示范住宅、青海省西宁市湟源 县"日月山下二十四个庄廓"民宿聚落……在近日于北京举办的台达杯国际太阳能建筑设计竞赛20周年大 会上，现场展示的建筑项目既体现了所在地区的特色风貌，又兼顾了低碳节能的绿色发展需求，得到嘉 宾们的关注与称赞。 本次大会由国际太阳能学会、中国建设科技集团中央研究院、中国建筑设计研究院有限公司主办，国家 住宅与居住环境工程技术研究中心承办，台达集团独家冠名。来自海峡两岸的嘉宾齐聚 ...

Group 1 - The "Hai Xun 176," a large navigation support vessel designed and built by China, has officially joined the South China Sea Navigation Guarantee Center, marking it as the largest and most advanced navigation vessel in China's transportation system [1] - The vessel measures 75.2 meters in length, 14 meters in width, has a full-load displacement of 2360 tons, a range of 5000 nautical miles, and a maximum speed exceeding 15 knots, enhancing maritime navigation support and emergency response capabilities in the South China Sea [1] - China Shipbuilding Group has developed a world-class marine equipment industry cluster, delivering various vessels including the world's first self-propelled closed salmon farming vessel and China's first ocean-grade intelligent research vessel, with improving operational performance and positive economic indicators [1] Group 2 - China Shipbuilding Group has achieved significant advancements in core technologies through independent innovation, particularly in the development of laser gyroscopes, which are critical for navigation quality [2] - The company has established a first-class precision laser gyroscope production line, with applications across various platforms including land, sea, air, high-speed rail, and drones [2] Group 3 - The company has developed a digital operation support system that provides comprehensive digital solutions for ship operations, enhancing operational efficiency, safety, and economic benefits [3] - Intelligent navigation systems have been created, making ship operation as simple as driving a car, showcasing the company's commitment to smart ship and equipment transformation [3] Group 4 - China Shipbuilding Group is optimizing its new energy technology system to address environmental concerns associated with traditional fuel engines, which emit harmful pollutants [4] - The company has delivered multi-fuel main engines since 2021, with methanol dual-fuel engines reducing carbon emissions by 11% and LNG dual-fuel engines by 24%, while future ammonia fuel applications could potentially reduce CO2 emissions by over 95% [4]

抢抓机遇，首当洞察趋势、前瞻布局。经济潜能的释放往往伴随技术突破、政策调整或市场变革，需要 敏锐捕捉信号。"十四五"时期，江苏聚焦数字经济、生物医药等新赛道，推动产业迈向中高端；面对海 南自贸港机遇，一批苏企率先行动，比如一家本土药企借助海南"特许医疗"政策，仅用3年就高效完成 创新药从研发到本土化生产的全流程。着眼未来，我们还须继续加强对全球科技前沿、产业变革方向的 研判，在绿色低碳、人工智能、银发经济等领域提前卡位，形成更多先发优势。 日前举行的中央经济工作会议上，习近平总书记以"五个必须"概括做好新形势下经济工作新的认识和体 会。其中，"必须充分挖掘经济潜能"位列首位。经济潜能是发展的底气所在，是增长的后劲之源。我国 的经济潜能，来自庞大内需市场的广阔空间，来自新质生产力培育壮大中涌动的创新活力，来自稳定向 好的发展大势、海纳百川（301667）的开放格局。对江苏而言，这份潜能既体现在沿江沿海的区位优势 中，也蕴含在科教资源的雄厚实力里，更彰显于干部群众干事创业的昂扬斗志中。 抢抓机遇，成在统筹兼顾、久久为功。潜能转化是一项系统工程，需兼顾当前与长远、局部与全局。我 们要坚持内需与创新双向发力，在投资于 ...