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悦达投资(600805.SH):上半年转型成果持续绽放,开辟零碳园区建设新路径
Xin Lang Cai Jing· 2025-08-12 06:12
悦达投资旗下子公司协同发力,也成为转型攻坚的重要支撑。新能源领域,悦达低碳公司的光伏、风电 项目稳步推进,悦达储能公司的储能项目高效运营,悦达和碳公司的碳交易业务持续拓展,共同构筑起 新能源产业矩阵。 新能源板块表现亮眼:华丰378MW渔光互补项目稳定发电,三峡悦达阜宁共享储能项目高效运转,绿 色数智能源管理中心的精准运维,灌东盐场150MW光伏、东台弶港100MW/200MWh共享储能项目如期 并网,进一步提升效益。2024年,悦达投资新能源发展态势持续向好,电力销售营收同比大涨2567%、 毛利46.37%。按照规划,未来三年新能源累计装机将达1GW至2GW,归母净利润年复合增长率不低于 50%,成长路径清晰可见。 根据公开新闻,悦达投资子公司悦达长久物流今年上半年也交出一份靓丽的答卷。悦达长久物流在聚焦 主业的同时,积极布局物流新赛道,今年上半年在新能源物流市场成功抢占先机,助力盈利能力改善。 作为悦达投资版图中的活力板块,悦达长久物流的强势表现,正成为提升上市公司整体投资价值的重要 加分项。 新材料领域同样成果颇丰:珩创纳米磷酸锰铁锂项目产能稳定释放,产品获头部厂家认可后出货量持续 攀升;参股子公司浩 ...
碳减排支持工具精准直达、成效显现——撬动更多资金投向绿色低碳领域
Xin Hua Wang· 2025-08-12 05:55
中国人民银行近日发布《中国区域金融运行报告(2022)》(以下简称《报告》),在碳减排支持工具助力 绿色低碳发展专题方面,《报告》提到,截至2022年3月,人民银行向有关金融机构发放碳减排支持工具资金 1385.6亿元,支持金融机构在2021年7月至12月发放符合要求的碳减排贷款2309.2亿元,覆盖31个省、市、自 治区,支持了1969家(次)企业的项目建设。 在碳达峰、碳中和目标指引下,我国大力推进绿色发展。金融机构也以碳减排支持工具为抓手,以稳步有 序、精准直达的方式加速落地相关项目,支持绿色低碳转型发展,取得了初步成效。专家表示,随着碳减排 支持工具的推广使用,进一步完善激励约束后,将有效提升金融系统支持绿色低碳发展的内在动力;同时也 有助于金融机构开展碳核算,稳步推进气候风险压力测试,强化相关信息披露质量。 商业银行如何积极融入"双碳"战略,落实好碳减排支持工具,进而在碳减排重点领域发挥作用?经济日报记 者进行了采访。 支持重点领域 人民银行去年印发的《关于设立碳减排支持工具有关事宜的通知》明确,碳减排支持工具采取"先贷后借"的 直达机制,支持21家全国性银行业金融机构在自主决策、自担风险基础上,向 ...
储能产业迎来政策密集支持 产业链企业加快IPO步伐
Xin Hua Wang· 2025-08-12 05:49
8月8日,拟在科创板上市的储能企业沃太能源,更新上市申请审核动态,就上交所的审核问询函进行回 复。今年以来,储能企业纷纷刷新IPO"进度条",加速拥抱资本市场。据不完全统计,目前已有超百家 储能产业链相关企业排队冲刺IPO。从目的地来看,33家企业拟赴上交所IPO,48家企业拟赴深交所 IPO,17家拟赴北交所IPO,2家拟赴港交所IPO。 真锂研究首席分析师墨柯对《证券日报》记者表示,目前正在排队IPO的储能产业链企业,大部分属于 市场驱动型,预计后续IPO项目会逐步侧重细分赛道。 "目前储能产业正处于规模化发展阶段,产业链内企业储能业务快速增长,不少跨界企业亦涌入储能赛 道。"孙佳为表示,资本正是储能企业业务扩张的催化剂,预计未来筹备IPO的储能企业会越来越多。 政策支持是主要驱动力 储能企业在资本市场的高质量发展离不开政策的支持。据中关村储能产业技术联盟统计,2021年至2023 年上半年,国家及地方出台储能直接相关政策约1170项。从今年上半年情况看,270余项储能支持政策 密集发布,包括国家层面政策19项,涉及储能示范应用、规范管理、电价改革等方面。 8月份以来,各地推出的配套储能设施的财政补贴、允 ...
中国广核近九成机组业绩指标进入世界卓越水平
Xin Hua Wang· 2025-08-12 05:48
在业绩说明会上,中国广核财务总监兼董秘尹恩刚向投资者介绍,上半年公司实现营业总收入392.76亿 元,同比增长7.25%;实现归母净利润69.59亿元,同比增长17.91%。 据介绍,上半年中国广核上网电量达1059.18亿千瓦时,较2022年同期上升14.09%,等效减少标煤消耗 约3175万吨,减排二氧化碳约8728万吨。 "我们眼前的六个'水泥罐'就是反应堆厂房,堆芯就在反应堆厂房里面。阳江核电(中国广核分公司) 的基地共有6台百万千瓦级核电机组,已经成为全国重要的能源基地。" 在日前中国广核举行的2023年中期业绩说明会的参观环节,《证券日报》记者站在广东阳江核电基地的 观景平台上,听阳江核电副总经理杨剑兵介绍阳江核电基地的整体情况。 上网电量同比上升约14% 此外,在迎峰度夏期间,公司防城港核电站3号机组保持安全稳定运行,源源不断为周边地区提供清洁 电力;防城港核电站4号机组目前正按计划进行调试,预计将于2024年上半年投运发电。 今年7月底,国务院常务会新核准6台核电机组,其中包括中国广核所属宁德核电5、6号机组,该项目采 用中国广核具有自主知识产权的三代核电技术"华龙一号"建设,单台机组容量为1 ...
深圳再添创新平台 中石油深圳新能源研究院研发中心封顶
Sou Hu Cai Jing· 2025-08-12 05:43
Core Viewpoint - The completion of the main structure of the Shenzhen New Energy Research Institute by China National Petroleum Corporation (CNPC) marks a significant step in Shenzhen's strategic layout in the new energy sector, aligning with national carbon neutrality goals [2][3]. Group 1: Project Overview - The Shenzhen New Energy Research Institute project is a key collaboration between Shenzhen and CNPC, focusing on hydrogen energy, energy storage, geothermal energy, smart energy, solar energy, and wind energy [2]. - The project began construction on September 26, 2024, and completed the main structure in 316 days, 22 days ahead of schedule [2]. - The project is being constructed by China Railway Construction Group, with design by China CITIC Architecture Design Institute and project management by Beijing Xingyou Engineering Project Management [2]. Group 2: Industry Context - Shenzhen aims to establish a leading, innovation-driven, and open development pattern in the new energy industry, fostering a group of leading enterprises and innovation platforms to drive the growth of small and medium-sized enterprises [2]. - The new energy industry in Shenzhen is experiencing strong momentum, with significant clustering effects from leading enterprises in nuclear energy, photovoltaics, energy storage, and hydrogen energy [2]. - The research institute is expected to support CNPC in achieving a target where new energy production accounts for half of its total energy output by 2050 [2]. Group 3: Future Developments - The project is currently in the decoration and electromechanical installation phase, focusing on the layout of functional spaces and the construction of research equipment [3]. - Once completed, the institute aims to become a world-class research institution and a national hub for new energy technology innovation and results transformation [3].
张家口绿醇项目开启中韩绿色燃料合作新篇章
Xin Hua Wang· 2025-08-12 05:37
Core Insights - The launch of the Zhangjiakou Green Alcohol Project marks a significant step in the development of the renewable energy industry in the Beijing-Tianjin-Hebei region under China's "dual carbon" strategy [1][3] - The project aims to establish a full industrial chain for green alcohol production, starting with hydrogen production and expanding into green ammonia and green aviation fuel [3] Group 1 - The project is a collaboration between leading domestic and international organizations, including Yihuatong, Zhongji New Energy, and the Korean Green Energy Alliance, highlighting the importance of international cooperation in green fuel development [1][3] - Zhangjiakou is positioned as a national-level renewable energy demonstration zone, leveraging its abundant wind and solar resources along with policy support to lead in zero-carbon fuel initiatives [1][3] - The project is expected to drive the transformation of Zhangjiakou from a traditional energy base to a green energy innovation hub, injecting green momentum into the coordinated development of the Beijing-Tianjin-Hebei region [3] Group 2 - The signing of cooperation agreements between Haiper and Zhongji New Energy, as well as between Zhongji New Energy and the Korean Green Energy Alliance, aims to promote joint technology research and project development in the green alcohol and green industry sectors [1][3] - The project aligns with the "14th Five-Year Plan" for renewable energy development, contributing to the establishment of a zero-carbon industrial ecosystem [1][3] - The implementation of this project is anticipated to enhance the upgrade of upstream and downstream industries such as hydrogen equipment manufacturing and green chemicals, providing solid support for achieving the "dual carbon" goals [3]
趋势研判!2025年中国电解槽‌行业产业链、发展现状、竞争格局及未来趋势分析:市场规模持续扩容,电解槽性能与成本角力持续升级[图]
Chan Ye Xin Xi Wang· 2025-08-12 00:59
Core Insights - The electrolyzer industry is experiencing rapid growth driven by the increasing demand for green hydrogen, with over 700 planned projects in China by the end of 2024, corresponding to a demand for 143 GW of electrolyzers [1][19] - The total production capacity of electrolyzers in China is expected to reach 47.7 GW per year by 2024 and is projected to exceed 58 GW by 2025 [1][9] - The market for electrolyzers has seen explosive growth in bidding activities, with monthly bidding volumes increasing nearly fourfold from an average of 60 MW in 2023 to 230 MW in the first half of 2025 [1][15] Industry Overview - Electrolyzers are essential devices in the electrochemical industry, widely used in chlor-alkali, metallurgy, water treatment, and green hydrogen production [2] - The electrolyzer market is characterized by four main technology routes: Alkaline (ALK), Proton Exchange Membrane (PEM), Solid Oxide (SOEC), and Anion Exchange Membrane (AEM) [3][4] Policy Analysis - The Chinese government has introduced several policies to support the electrolyzer industry, including the "Hydrogen Energy Industry Development Mid-Long Term Plan (2021-2035)" which positions hydrogen as a key component of the national energy system [6][8] - Policies such as the "2024-2025 Energy Conservation and Carbon Reduction Action Plan" emphasize the importance of electrolyzer technology in achieving carbon neutrality goals [6][8] Current Market Conditions - The production capacity of alkaline electrolyzers dominates the market, accounting for 39 GW in 2024, with a significant year-on-year growth of 67% [9][11] - The shipment volume of electrolyzers in China has shown a fluctuating trend, with a peak in 2023 followed by a slight decline in 2024 due to various challenges in green hydrogen project implementation [11] Pricing Trends - The prices of electrolyzers have been on a downward trend, with alkaline electrolyzer prices decreasing by approximately 12% in 2024 compared to 2023 [13] - The average price of PEM electrolyzers has dropped by about 20%, indicating a potential for further cost reductions as the application scale expands [13] Competitive Landscape - The Chinese electrolyzer market is characterized by a concentration of leading companies, with the top 10 firms holding a significant market share [21][22] - Major players like Pairui Hydrogen Energy and Longi Hydrogen Energy are leading the market with diverse technology strategies, including both alkaline and PEM electrolyzers [21][22] Future Development Trends - The electrolyzer industry is entering a high-growth phase, with market expansion driven by increasing green hydrogen demand and diverse application scenarios [24] - The competition is expected to intensify, with a focus on technological differentiation, standardization, and global expansion to build competitive advantages [26]
又一上市公司宣布投资固态电池!
鑫椤锂电· 2025-08-11 07:44
Core Viewpoint - The signing of the capital increase and share expansion agreement between Huangting International and Shenzhen Zunguang Solid State Battery marks a strategic move towards enhancing the company's capabilities in the solid-state battery sector, aligning with its "123" transformation strategy and focusing on new materials in energy storage [1]. Group 1: Company Overview - Huangting International has officially signed a capital increase and share expansion agreement with Shenzhen Zunguang Solid State Battery [1]. - Zunguang Solid State Battery specializes in the research, production, and sales of solid-state electrolytes and solid-state batteries [1]. Group 2: Product and Technology - The company has developed a third-generation carbon material known as "carbon quantum dot material," which allows for self-sufficient raw materials, controllable costs, and technological leadership [1]. - The products offer advantages such as high safety, high energy density, long cycle life, and wide temperature range, applicable in three major markets: power batteries, energy storage systems, and consumer electronics [1]. Group 3: Strategic Implications - The agreement is expected to enhance Huangting International's investment and development logic in the new material sector, particularly in energy storage [1]. - The company will actively participate in the governance of Zunguang Solid State Battery, fostering strategic collaboration in material research and development, application scenarios, and financing planning [1]. - This initiative aims to promote the commercialization and multi-scenario application of solid-state batteries, contributing to the national "dual carbon" strategy and energy security [1].
儋州市人民政府、中国能建数科集团签署合作协议
Zhong Guo Hua Gong Bao· 2025-08-11 05:35
Core Viewpoint - The Danzhou Municipal Government and China Energy Construction Digital Technology Group Co., Ltd. signed a framework cooperation agreement to leverage opportunities from the Hainan Free Trade Port construction, focusing on clean energy, new power systems, and smart city development [1] Group 1: Cooperation Agreement - The agreement aims to integrate resources for the construction of a clean energy island in Hainan, new energy development, and zero-carbon park construction [1] - The collaboration will promote regional energy structure optimization and industrial upgrading through major project implementation [1] - This partnership is a significant milestone in both parties' commitment to the national "dual carbon" strategy and the development of a green low-carbon model for Danzhou [1] Group 2: Company Strengths - China Energy Construction Digital Technology Group has a comprehensive service system from top-level design to implementation, with unique advantages in information technology, energy storage technology, and energy digitalization [1] - The cooperation is seen as a landmark achievement in deepening the construction of the Hainan Free Trade Port, providing strong momentum for Danzhou's development [1]
开普检测: 2025年半年度报告
Zheng Quan Zhi Xing· 2025-08-10 08:16
Core Viewpoint - The report highlights the financial performance and operational status of Xuchang KETOP Testing Research Institute Co., Ltd. for the first half of 2025, indicating a stable growth in revenue and net profit, alongside a focus on the new energy and power system equipment testing services [1][19]. Company Overview and Financial Indicators - The company reported a revenue of CNY 111,331,192.32, representing a year-on-year increase of 3.23% [2][19]. - The net profit attributable to shareholders was CNY 40,789,809.58, reflecting a growth of 3.73% compared to the previous year [19]. - The company plans to distribute a cash dividend of CNY 3 per 10 shares, with no stock dividends [1]. Business Operations - The main business includes testing services for new power system equipment, technical services, and sales of testing equipment [3][7]. - The core business of testing new power system equipment includes testing for power system protection and control devices, new energy control devices, and electric vehicle charging systems [3][19]. Industry Development - The power equipment testing industry is expected to grow due to increasing demand driven by the expansion of the power industry and the importance of ensuring grid safety and stability [3][12]. - National policies, such as the 14th Five-Year Plan, emphasize the development of clean energy and the modernization of power infrastructure, providing significant growth opportunities for the power equipment industry [10][12]. Financial Performance Analysis - The revenue from new power system equipment testing services decreased by 2.01% to CNY 104,829,112.53 [19]. - Revenue from power system protection and control device testing increased by 7.23% to CNY 79,968,443.36, while revenue from electric vehicle charging system testing saw a significant decline of 55.33% due to changes in industry regulations [19][20]. - Revenue from new energy control device testing grew by 17.74% to CNY 16,736,376.76, driven by increased demand for storage systems [20]. Core Competitiveness - The company has established itself as a leader in the industry with multiple national testing centers and a strong technical foundation [13][14]. - The company actively participates in the formulation and revision of industry standards, enhancing its influence and market position [14][19]. Research and Development - The company has focused on enhancing its testing capabilities and expanding into new areas, including the development of testing platforms for renewable energy systems and electric vehicle charging stations [21][22]. - Ongoing research projects include the development of new testing technologies and methodologies to improve operational efficiency and market competitiveness [25].