双碳战略

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装机规模占全球四成多!我国已建成投运新型储能7376万千瓦/1.68亿千瓦时
Da Zhong Ri Bao· 2025-08-04 02:19
能源节约和科技装备司副司长边广琦出席发布会,并介绍《中国新型储能发展报告(2025)》基本情况。 他表示,近年来,我国新型储能快速发展,在新型电力系统中作用日益凸显,有力促进新能源开发消 纳,提高电力系统安全稳定运行水平。为加强行业发展引导,服务"双碳"战略实施,国家能源局近期组 织编制《中国新型储能发展报告(2025)》,主要内容有: 《报告》主要包括三部分内容:一是从政策体系、装机规模、应用场景、技术创新、产业发展、标准体 系等方面,系统总结2024年国内外新型储能发展情况。二是从科学谋划发展、健全市场机制、加大技术 攻关、促进作用发挥和巩固产业优势等方面提出2025年新型储能行业发展展望。三是系统梳理2021- 2024年新型储能主要政策、技术创新和示范工程等大事记情况。 7月31日,国家能源局举行新闻发布会,发布上半年全国能源形势、上半年可再生能源并网运行情况, 介绍迎峰度夏电力供需总体情况,发布《中国新型储能发展报告(2025)》,并回答记者提问。 一是我国新型储能发展的政策体系持续完善,陆续出台《关于促进新型储能并网和调度运用的通知》 《加快构建新型电力系统行动方案(2024-2027年)》《关于 ...
从ESG角度看“反内卷”政策 石化行业绿色转型与可持续发展新路径
Quan Jing Wang· 2025-08-04 02:07
践行ESG理念、推动可持续发展已经成为中国企业的"时代命题"和"价值共识"。近年来,中国在ESG的 政策体系、企业和地方实践领域持续创新,取得了积极的成效,以ESG实践助力中国企业高质量发展。 2024年2月,证监会指导上海、深圳、北京三大交易所发布上市公司可持续发展报告指引,规范上市公 司的可持续发展信息披露内容和深度要求。 近期,中央财经委员会第六次会议释放重大信号,首次将"依法依规治理企业低价无序竞争"置于全国统 一大市场建设的核心位置,同时提出"引导企业提升产品品质"和"推动落后产能有序退出",标志着国家 治理"内卷式竞争"的决心已转化为系统性行动。 申万宏源《从ESG角度看"反内卷"政策》研报认为:"反内卷"政策与可持续发展目标高度契合,不仅可 以优化我国能源结构,有效避免生态透支,助力我国低碳转型发展和"双碳"战略,还可以规范市场秩 序,遏制不良竞争,推动行业高质量发展,从而实现可持续发展的长期目标。 以石化行业为例,化解结构性、阶段性供需不匹配,淘汰落后低效产能并迈向全球价值链中高端成为全 行业面临的挑战,绿色发展已成为石化企业高质量发展的必由之路。 在企业实践方面,公开信息显示,2024年,荣 ...
长青科技股价创近年高点 股东拟减持近6%股份
Zheng Quan Shi Bao Wang· 2025-08-03 13:37
Core Viewpoint - Longqing Technology (001324) announced a share reduction plan by several shareholders, indicating a potential shift in shareholder sentiment and liquidity needs within the company [1][2]. Shareholder Reduction Plan - Shareholders including Shenzhen Innovation Investment Group and its affiliates plan to reduce their holdings by up to 4.1236 million shares, representing 2.99% of the total share capital [1][2]. - The reduction will occur over a period of 90 days following a 15-day notice period, utilizing both centralized bidding and block trading methods [1][2]. - Major shareholders, including Guorun No. 9 and Changzhou Coral, will also reduce their holdings by the same amount, indicating a coordinated effort among significant stakeholders [1][2]. Current Shareholding Structure - As of the announcement date, Shenzhen Innovation Investment Group holds 4.9199 million shares (3.57% of total), while other affiliates hold a combined total of 7.07% [2]. - Guorun No. 9 and Changzhou Coral together hold 9.57% of the company, with Guorun No. 9 owning 6.6248 million shares (4.8%) and Changzhou Coral owning 6.5848 million shares (4.77%) [2]. Financial Performance - Longqing Technology reported a decline in net profit for 2024, with a projected profit of 60.18 million yuan, down 16.41% year-on-year [3]. - The first quarter of 2025 also showed a decrease in net profit, amounting to 12.7091 million yuan, a decline of 8.7% compared to the previous year [3]. Business Outlook - The company attributes the decline in revenue from its construction business to external environmental factors and aims to enhance its product offerings through technological innovation and equipment upgrades [3]. - Longqing Technology's lightweight sandwich composite materials align with national carbon neutrality strategies, suggesting potential growth in markets focused on sustainability and environmental concerns [3].
西安咸阳机场通过“双碳机场”四星级评价现场审核
Zhong Guo Min Hang Wang· 2025-08-03 03:45
Core Viewpoint - Xi'an Xianyang International Airport has successfully passed the four-star "dual carbon airport" evaluation, marking a significant recognition of its green development achievements and serving as a practical example of the national "dual carbon" strategy in the civil aviation sector [1][3] Group 1: National Strategy and Industry Context - The national "dual carbon" goals signify a new phase of green transformation in China's economic and social development, requiring industries to optimize energy structures and innovate industrial models [2] - The civil aviation industry, as a major energy consumer and carbon emitter, is crucial for achieving the national environmental protection strategy and the "dual carbon" objectives [2][4] Group 2: Implementation of "Dual Carbon Airport" - The "dual carbon airport" concept is a specific implementation of the national strategy at airports, focusing on energy structure transformation, operational optimization, and technological innovation [2][3] - Xi'an Xianyang Airport's achievements in energy optimization include the establishment of a multi-energy complementary heating and efficient cooling system, promoting distributed photovoltaic systems, and smart energy management [3][4] - The airport's approach to collaborative emission reduction involves linking various stakeholders in the aviation and ground service sectors to create a comprehensive reduction network [3] Group 3: Broader Implications and Future Directions - The four-star certification serves as a "report card" for the effectiveness of the national environmental strategy and a new starting point for green transformation [4] - The airport's green transition is expected to influence regional ecological collaboration, supporting national strategies for ecological protection and high-quality development [4] - The civil aviation sector's carbon emissions account for approximately 15% of the national transportation sector's emissions, making the airport's reduction efforts critical for achieving national "dual carbon" commitments [4][5]
盘中一度涨停 华电国际公募REITs鸣锣上市
Zhong Guo Jin Rong Xin Xi Wang· 2025-08-01 12:07
Group 1 - The core viewpoint of the article is that China Huadian has successfully launched its public REITs project, marking the first public REITs for natural gas power generation by a central enterprise in China [1][3] - The public fund issued 500 million shares at a price of 3.789 yuan per share, raising a total of 1.8945 billion yuan [1] - On its first day of trading, the market response was enthusiastic, with the stock hitting the daily limit and closing up 27.47% [1] Group 2 - The Huadian International public REITs is an important practice for China Huadian to implement the national "dual carbon" strategy and promote green financial innovation [3] - This innovative practice opens up a new path for the securitization of clean energy infrastructure assets and builds a new platform for social capital to participate in green investment [3] - The project aims to revitalize existing assets and inject fresh capital into clean energy infrastructure construction [3] Group 3 - During the project preparation, Huadian International collaborated closely with its Zhejiang regional subsidiaries to ensure excellence in asset selection, valuation pricing, and compliance [5] - The underlying asset of the Huadian International public REITs is the Huadian Hangzhou Jiangdong natural gas combined heat and power project, which has been in stable operation for nearly ten years [7] - The Jiangdong project is a significant power and heat source for the Zhejiang power grid and has received multiple awards for its technological innovations in power generation [7]
滨化股份筹划启动H股上市 双资本平台赋能绿色化工龙头跃迁
Zhong Guo Jin Rong Xin Xi Wang· 2025-08-01 08:09
Core Viewpoint - Shandong chemical leader Binhua Co., Ltd. plans to issue H-shares and list on the Hong Kong Stock Exchange, marking a strategic move to establish an "A+H" dual capital platform and enhance its global presence and competitiveness [1][5]. Industry Transformation - The global chemical industry is undergoing significant changes, with supply-demand mismatches, trade tensions, and geopolitical risks putting pressure on profits. However, long-term trends such as "green transformation," "domestic substitution," and "high-end industrialization" are creating strategic opportunities for structural shifts [1]. - The expansion of the new energy industry chain under the "dual carbon" strategy is generating new market opportunities within the chemical sector, making Binhua's timing for the Hong Kong listing particularly strategic [1]. Growth Drivers - Binhua Co., Ltd. reported strong growth in its Q1 2025 financial results, achieving revenue of 3.782 billion yuan, a significant year-on-year increase of 94.14%, primarily due to the production ramp-up of its carbon three and four projects. The net profit attributable to shareholders reached 95.9991 million yuan, reflecting a year-on-year growth of 225.75% [1]. - The company's net cash flow from operating activities surged by 8924.95% to 984 million yuan, indicating a marked improvement in cash flow management [1]. Technological Advancements - Continuous technological breakthroughs are laying the foundation for sustainable development. Binhua's newly developed processes for producing epoxy chloropropane and innovations in water resource utilization and energy-saving technologies have been recognized by industry associations [2]. - The successful production of qualified 6N-grade electronic-grade chlorine and the performance testing of a new alkaline water electrolysis hydrogen production system highlight the company's commitment to advancing in high-tech sectors [2]. Capital Strategy - The upcoming Hong Kong listing is expected to leverage international capital to accelerate Binhua's high-end and green industry layout, particularly in high-end chemical new materials and electronic chemicals [3]. Strategic Planning - Binhua has proposed the "Beikun Plan," which aims to establish a new green energy center in the northern coastal region of Binzhou, integrating renewable energy projects with biomass technology [4]. - The plan includes the development of six core industrial clusters, focusing on high-end new materials, deep processing of light hydrocarbons, electronic chemicals, and more, to promote cluster development in the Binzhou chemical industry [4]. - A strategic technology innovation system will guide industrial development, incorporating various initiatives to foster high-tech projects and support the creation of a zero-carbon industrial park [4].
国家能源局:我国新型储能装机规模占全球总装机比例超40%!
鑫椤储能· 2025-08-01 07:44
Core Viewpoint - The development of new energy storage in China is progressing steadily, with significant growth in installed capacity and utilization, driven by the increasing demand for renewable energy integration and power supply stability [3][4][7]. Summary by Sections New Energy Storage Progress - As of mid-2025, China's new energy storage installed capacity reached 94.91 million kilowatts (22.2 billion kilowatt-hours), marking a 29% increase compared to the end of 2024 [3]. - Major regions contributing to this growth include Inner Mongolia and Xinjiang, each exceeding 10 million kilowatts, while Shandong, Jiangsu, and Ningxia surpassed 5 million kilowatts [3]. Regional Analysis - The North China, Northwest, and Southern regions accounted for over 80% of the new installed capacity, with North and Northwest China maintaining stable shares of 29.7% and 25.7%, respectively [4]. - The Southern region saw a 3 percentage point increase in its share, reaching 15.4%, attributed to the high proportion of hydropower in provinces like Guangxi and Yunnan [4]. Utilization and Performance - The equivalent utilization hours for new energy storage nationwide were approximately 570 hours, an increase of over 100 hours year-on-year [4]. - Provinces such as Zhejiang, Guangdong, and Gansu reported utilization hours exceeding 600, demonstrating the effective role of new energy storage in peak power supply [4]. Future Development Plans - The National Energy Administration aims to enhance the application scenarios for new energy storage, improve scheduling capabilities, and accelerate market mechanism improvements to promote high-quality industry development [5][9]. Development Report Overview - The "China New Energy Storage Development Report (2025)" outlines the progress and future outlook for the industry, emphasizing the need for a robust policy framework and technological innovation [7][8]. - By the end of 2024, the installed capacity of new energy storage in China accounted for over 40% of the global total, showcasing the country's leadership in this sector [7]. Policy and Standards - A series of policies have been introduced to support the development of new energy storage, including guidelines for grid connection and operational management [8]. - Over 20 standards related to electrochemical storage have been implemented, enhancing the overall standardization of the industry [8].
《中国新型储能发展报告(2025)》
国家能源局· 2025-08-01 07:33
Core Viewpoint - The article emphasizes the significant progress and future potential of China's new energy storage sector, highlighting the government's commitment to policy support, technological innovation, and market development to achieve high-quality growth in the industry by 2025 [5][6][7]. Group 1: International New Energy Storage Development Trends - Global investment in new energy storage strategies is increasing, with countries like the US, EU, and UK implementing supportive policies and incentives [16][17]. - The international new energy storage market is experiencing rapid growth, with a cumulative installed capacity of approximately 180 million kilowatts by the end of 2024, marking a 98% increase from 2023 [18][19]. - New energy storage technologies are expanding their applications, with various countries exploring innovations in electrochemical storage, long-duration storage, and intelligent dispatch technologies [20][21]. Group 2: China's New Energy Storage Development in 2024 - The policy framework for new energy storage in China is continuously improving, with national and provincial-level support systems being established [25][26]. - The installed capacity of new energy storage in China reached 73.76 million kilowatts (168 million kilowatt-hours) by the end of 2024, a 130% increase from 2023 [30][32]. - Key regions such as North and Northwest China account for over 55% of the total installed capacity, with significant growth in provinces like Inner Mongolia and Xinjiang [34][36]. Group 3: Application and Value of New Energy Storage - New energy storage applications are primarily focused on independent storage, shared storage, and renewable energy integration, collectively accounting for nearly 90% of the installed capacity [44][45]. - The average annual equivalent utilization hours for new energy storage increased significantly to 911 hours in 2024, reflecting improved operational efficiency [52][55]. Group 4: Technological Innovations and Industry Growth - Various new energy storage technologies are being implemented, with lithium-ion batteries dominating the market, accounting for 96.4% of the installed capacity [56][58]. - The production of lithium-ion batteries in China reached 1.17 billion kilowatt-hours in 2024, with a 24% year-on-year increase, and the total industry output value exceeded 1.2 trillion yuan [65][67]. - The cost of lithium-ion battery storage systems has decreased significantly, with prices dropping by approximately 25% for EPC contracts and 44% for system bids compared to 2023 [72]. Group 5: Standards and Regulations - A comprehensive standard system for new energy storage is being established, with 26 national standards and 18 industry standards released in 2024 [73][74]. - The standards cover various aspects of energy storage, including planning, design, equipment testing, and operational safety, enhancing the overall regulatory framework for the industry [75]. Group 6: Outlook for 2025 - In 2025, the focus will be on strengthening planning guidance, improving cost mechanisms, and advancing core technology research to support the high-quality development of new energy storage in China [77].
新华网丨国家能源局发布《中国新型储能发展报告(2025)》
国家能源局· 2025-08-01 04:40
Core Viewpoint - The report highlights the rapid development of new energy storage in China, emphasizing its critical role in the new power system and its contribution to the "dual carbon" strategy [3]. Group 1: Policy and Development - Since the 14th Five-Year Plan, a comprehensive policy framework for new energy storage has been established, leading to steady industry growth. By the end of 2024, the installed capacity of new energy storage reached 73.76 million kilowatts (168 million kilowatt-hours), accounting for over 40% of the global total [4]. - The policy system for new energy storage continues to improve, with multiple policy documents issued to enhance the electricity market mechanism and guide scientific development [4]. Group 2: Application and Impact - The application effects of new energy storage are becoming increasingly evident, with the annual equivalent utilization hours exceeding 1,000 hours in provinces such as Zhejiang, Jiangsu, Chongqing, and Xinjiang in 2024, significantly aiding in the consumption of renewable energy [5]. - During peak summer periods, new energy storage has played a crucial role in ensuring electricity supply during peak demand times, functioning effectively as a "super battery" [5]. Group 3: Technological Innovation - Significant progress has been made in technological innovation, with the National Energy Administration announcing 56 pilot projects for new energy storage in 2024, covering over ten technology routes and showcasing a diversified development trend [5]. - Twelve new energy storage projects were selected as part of the fourth batch of major technological equipment in the energy sector, providing application scenarios for the implementation of first-of-a-kind major technological equipment [5]. Group 4: Standardization - The standardization system for new energy storage continues to be strengthened, with over 20 electrochemical storage standards published and implemented in 2024, covering various aspects such as planning, grid connection, operation control, maintenance testing, and post-evaluation [5].
365亿,国家电网大手笔增资这一大赛道
3 6 Ke· 2025-08-01 00:08
01 抽水蓄能行业,传出重磅消息。 近日,国家电网新源控股有限公司(下称"国网新源")增资扩股项目在北京产权交易所签约。本次募资 金额达到365亿元,创下国资产权交易现金募资规模之最,同时也是国内2025迄今最大一笔私募股权投 资。 本次投资阵容也颇为"豪华",中国石油、中国人保、皖能集团、农银投资、交银投资、中银资产、中信 金融资产、海港人寿、皖能资本、川投资本等大型央国企和金融机构均参与增资。 值得注意的是,国网新源增资扩股项目正式签约的消息披露后,国家电网新事业部国网抽蓄事业部也在 近日正式成立运行。 据"电网头条"消息,国家电网在7月24日召开的2025年下半年重点工作推进会后,国家电网各单位认真 落实会议部署推进下半年工作,其中便包括"国网抽蓄事业部(新源集团、新源控股)"。 "我国抽水蓄能经历了消化吸收到国产化替代的转变。"国网抽蓄事业部(新源集团、新源控股)主任 (董事长)郭炬近日在接受《中国电力报》专访时曾表示。事实上,我国抽水蓄能领域规模化投产和运 营实践时间较短,早期相关技术研究未起步时,设备全部依靠进口,但价格高昂,且关键部件的供货周 期有时需要3至6个月。 2003年,国家电网和各有关 ...