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益美国际控股:“韶关市乐昌218兆瓦╱436兆瓦时电化学独立储能项目”获得广东电网正式接入批复
Zhi Tong Cai Jing· 2025-12-29 11:50
Core Viewpoint - Yimei International Holdings (01870) has made significant progress in business expansion with its wholly-owned subsidiary, Lechang Green Energy Storage Technology Co., Ltd., having its independent energy storage project officially included in the Guangdong Province Energy Bureau's construction plan for independent energy storage, marking a substantial advancement in the project [1] Group 1: Project Development - The planned "Shaoguan City Lechang 218 MW / 436 MWh electrochemical independent energy storage project" utilizes lithium iron phosphate batteries and covers an area of 47 acres [1] - The project has completed the necessary approvals and is set to be included in the 2025 construction plan, with various reports and approvals already secured, including the formal grid connection approval from Guangdong Power Grid [1] Group 2: Strategic Alignment and Revenue Potential - The project aligns with national "dual carbon" goals and the direction of new power system construction, providing strong growth momentum and multi-dimensional core value for the company [1] - It offers diverse revenue sources, including arbitrage opportunities in energy markets and stable service revenues from frequency regulation, potentially leading to a multi-layered revenue structure [1] Group 3: Innovation and Cost Efficiency - The project will adopt advanced battery technologies, including iron lithium solid-state and semi-solid-state batteries, to optimize cost structures while significantly enhancing energy storage performance [2] - The application of advanced technologies is expected to extend battery life, improve energy conversion efficiency, and reduce operational costs, thereby strengthening the project's competitive advantage in the market [2] Group 4: Business Synergy and Competitive Edge - The project naturally synergizes with the company's existing "AI + power trading services," allowing for the application of advanced trading algorithms and predictive models in market transactions [2] - This unique business model is anticipated to generate stable asset revenues while optimizing AI trading strategies, creating a competitive barrier and reinforcing the company's leading position in the green energy sector [2] Group 5: Operational Capability and Market Influence - By leading the development, construction, and operation of the project, the company will accumulate comprehensive lifecycle management experience in independent energy storage stations [3] - This experience will enhance the company's capability in providing integrated solutions in the green energy sector and improve its industry influence and market voice, facilitating a transition towards high-quality and sustainable development [3]
益美国际控股(01870):“韶关市乐昌218兆瓦╱436兆瓦时电化学独立储能项目”获得广东电网正式接入批复
智通财经网· 2025-12-29 11:44
Core Viewpoint - Yimei International Holdings has made significant progress in business expansion with its wholly-owned subsidiary, Lechang Green Energy Storage Technology Co., Ltd., having its independent energy storage project officially included in the Guangdong Province Energy Bureau's independent energy storage construction plan and entering the 2025 construction schedule [1] Group 1: Project Development - The planned "Shaoguan City Lechang 218 MW / 436 MWh electrochemical independent energy storage project" utilizes lithium iron phosphate batteries and covers an area of 47 acres [1] - The project has completed various regulatory approvals, including the Guangdong Province enterprise investment project filing and the formal grid connection approval from Guangdong Power Grid [1] Group 2: Strategic Alignment and Revenue Generation - The project aligns with national "dual carbon" goals and the construction direction of new power systems, providing strong growth momentum and multi-dimensional core value for the company [1] - It offers diversified revenue sources, including energy arbitrage through "charging during low demand and discharging during peak demand," and stable service revenue from frequency regulation services in the auxiliary services market [1] Group 3: Innovation and Cost Efficiency - The project will adopt advanced battery technologies, including iron lithium solid-state and semi-solid-state battery technologies, to optimize cost structures while significantly enhancing battery storage performance [2] - The application of advanced technologies is expected to extend battery lifespan, improve energy conversion efficiency, and enhance system operational stability, thereby reducing overall lifecycle operating costs [2] Group 4: Competitive Advantage and Business Synergy - The project naturally synergizes with the company's existing "AI + power trading services" business, creating a unique business model that integrates energy storage with advanced trading algorithms [2] - This model is anticipated to generate stable asset income while optimizing AI trading strategies, establishing a competitive barrier in the green power energy sector [2] Group 5: Operational Capability and Market Influence - By leading the development, construction, and operation of the project, the company will accumulate comprehensive lifecycle management experience in independent energy storage stations [3] - This experience will enhance the company's capability in providing integrated solutions in the green power energy sector and strengthen its market influence and voice [3]
益美国际控股(01870) - 自愿公告-广东韶关电网侧独立储能项目进度公告
2025-12-29 11:26
香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責, 對其準確性或完整性亦不發表任何聲明,並明確表示概不就因本公告全部或任何 部分內容而產生或因依賴該等內容而引致的任何損失承擔任何責任。 Acme International Holdings Limited 益 美 國 際 控 股 有 限 公 司 (於開曼群島註冊成立的有限公司) (股份代號:1870) 自願公告-廣東韶關電網側獨立儲能項目進度公告 本公告乃由益美國際控股有限公司(「本公司」,連同其附屬公司統稱「本集團」) 自願刊發。本公告旨在讓本公司股東(「股東」)及潛在投資者瞭解本集團的最新 業務發展。 本公司董事會(「董事會」)欣然宣布,本集團在業務拓展上取得實質性突破,旗下 全資附屬公司樂昌綠電儲能科技有限公司規劃中的獨立儲能項目已正式納入廣東 省能源局獨立儲能建設規劃(納規)並進入2025年建設計畫,於近日已獲得廣東電 網正式接入批覆,標誌著項目已進入實質性推進階段。 儲能項目基本情況及取得關鍵進展 本集團規劃開發之「韶關市樂昌218兆瓦╱436兆瓦時電化學獨立儲能項目」(「該 項目」),採用磷酸鐵鋰電芯,佔地共計47畝。該項目 ...
纪念中沙建交35周年,纪录片《未来之路》12.30首播
Xin Lang Cai Jing· 2025-12-29 09:41
为纪念中国与沙特阿拉伯建交35周年以及中沙人文交流年,由国家广播电视总局、上海市广播电视局指 导,上海广播电视台真实传媒有限公司敖雪工作室承制的中沙合作纪录片《未来之路》(1集*31分钟) 即将于12月30日晚10:00在东方卫视《新纪实》时段首播。 纪录片《未来之路》是2023年第六届中国-阿拉伯国家广播电视合作论坛合作项目,并入选国家广电总 局"丝绸之路视听工程"。 该片以沙特"2030愿景"为指引,聚焦两国在绿色低碳、经贸投资、文旅时尚等领域的双边合作与交流, 全方位地展现了中国是如何成为沙特"2030愿景"最信赖的、最可靠的合作伙伴的。 聚焦两国重点发展战略,探寻区域合作发展新路径 中沙两国都肩负着民族复兴的历史使命。2016年沙特王储穆罕默德·本·萨勒曼提出了"2030愿景",旨在 摆脱石油依赖、实现经济多元化、重塑社会结构并提高其全球经济地位。《未来之路》聚焦两国未来发 展规划,将沙特"2030愿景"与中国"十五五"规划战略深度对接,通过真实案例探寻区域合作发展新路 径。 在绿色转型发展方面,长期依赖石油资源的沙特正在向着双碳目标迈进,这与中国的绿色发展理念不谋 而合。沙特有着得天独厚的太阳能资源 ...
中国白酒产业未来绿色“酿造”
Xin Hua She· 2025-12-29 09:21
Core Viewpoint - The article highlights the commitment of Wuliangye, a leading Chinese liquor company, to green development through the establishment of a new wastewater treatment plant and ecological wetland, aligning with China's environmental goals and sustainable practices [2][4]. Group 1: Wastewater Treatment Plant - Wuliangye has recently launched a new wastewater treatment plant within its industrial park, utilizing an AI-driven smart water management system for automated and precise control of the treatment process [2]. - The plant, with an investment of approximately 1 billion yuan, has a daily wastewater treatment capacity of 23,000 cubic meters and can generate over 50 million kilowatt-hours of electricity annually, reducing coal consumption by about 9,635 tons and greenhouse gas emissions by approximately 30,000 tons each year [2]. - The electricity generated not only meets the plant's own needs but also allows for excess power to be fed into the grid [2]. Group 2: Ecological Wetland - Adjacent to the wastewater treatment facility, Wuliangye has developed a 23,000 square meter ecological wetland, which helps reduce chemical oxygen demand (COD) by approximately 420 tons and total phosphorus by about 4 tons annually, while providing over 4 million cubic meters of water replenishment to the nearby Songgong River [4]. - The wetland employs natural filtration methods using quartz sand, volcanic rock, and aquatic plants to further purify treated wastewater before its final discharge or use for ecological replenishment [2]. Group 3: Broader Industry Context - The Chinese liquor industry, including Wuliangye, is increasingly focusing on reducing reliance on fossil fuels and enhancing sustainability through initiatives like "coal-to-gas" and "gas-to-electric" transitions, as well as biomass cogeneration projects to manage waste [4]. - The industry is responding to national goals for carbon peak by 2030 and carbon neutrality by 2060, with other companies like Shui Jing Fang also setting ambitious carbon reduction targets [4]. - Wuliangye emphasizes that a healthy ecosystem is essential for producing quality liquor, positioning green development as a necessary path forward for the industry [4].
山西两开发区入选国家级零碳园区建设名单
Xin Lang Cai Jing· 2025-12-29 08:55
Core Viewpoint - The announcement of the first batch of national-level zero-carbon park construction lists by the National Development and Reform Commission, Ministry of Industry and Information Technology, and National Energy Administration marks a significant milestone in achieving carbon neutrality goals in China [1] Group 1: Zero-Carbon Parks - Zero-carbon parks are defined as areas where carbon dioxide emissions from production and daily activities are reduced to "near zero" levels through planning, design, technology, and management [1] - These parks serve as the "smallest execution unit" for precise carbon emission governance, transforming the "dual carbon" goals from concept to practice [1] - The first batch of zero-carbon parks has implications for energy transition, industrial upgrading, regional coordination, and international competition [1] Group 2: Selected Parks - The two recommended development zones from Shanxi Province, namely Datong Economic and Technological Development Zone and Yangquan High-tech Industrial Development Zone, have been included in the national list [1] - The construction scope of the first batch of parks is categorized into "park within a park" and "overall" models, with both of Shanxi's development zones adopting the "park within a park" approach [1]
欧盟碳关税元旦正式实施!我国CCER市场倒逼升级,上市公司如何抢占全球绿色贸易先机?
Mei Ri Jing Ji Xin Wen· 2025-12-29 08:29
2026年1月1日,CBAM(欧盟碳边境调节机制,又称欧盟碳关税)将正式实施,这一与国际贸易紧密绑定的碳定价规则表明,碳市场已非单一国家的内部事 务,而是成为全球贸易格局中不可或缺的重要环节。据海关总署数据,2025年前11个月,我国对欧盟进出口5.37万亿元,增长5.4%,欧盟为我国第二大贸易 伙伴。同时,仅11月单月,我国对欧盟出口增速达到14.8%,创下两年新高。 值得关注的是,CBAM带来的挑战也为各国碳交易市场带来重大发展机遇。CBAM对减排量可追溯、标准互认的核心要求,与我国推进碳市场国际化的方向 高度契合,倒逼国内碳市场加速升级。叠加我国"双碳"目标持续深化,CCER(国家核证自愿减排量)方法学体系不断扩容至当前14项(正式版),覆盖林 业、能源、农业等多领域,政策红利密集释放。 内外因素的双重驱动,让我国碳交易市场从方法学完善、标准对齐到跨境交易的全链条价值加速显现,不仅为企业应对国际规则提供了有效工具,更催生了 规模可观的市场需求,为碳汇相关企业拓展了更为广阔的发展空间。 作为国内林业碳汇的领跑者,岳阳林纸将新的CCER方法学视为"碳汇业务扩容核心抓手",目前已形成"林业深化+生物质突破+多 ...
12月工商业储能订单达580MWh 东方日升光储结合开启“十五五”增长新局面
Quan Jing Wang· 2025-12-29 08:13
Core Insights - The energy storage industry continues to thrive, creating significant growth opportunities for related companies, with new storage order sizes becoming a key indicator of core competitiveness in the capital market [1][2] - Oriental Risen has achieved notable success in the commercial energy storage sector, signing a total of 580MWh in contracts in December, reflecting strong market interest and recognition of its product capabilities [1] - The company has established strategic partnerships with influential firms in Jiangsu, Zhejiang, and Shandong, aiming to enhance customer service and project delivery efficiency [1] Industry Trends - The integration of energy storage systems with renewable energy is essential for achieving carbon neutrality goals and ensuring energy security, as highlighted in the "14th Five-Year Plan" [2] - The global energy storage market is projected to grow from $668.7 billion in 2024 to $5.12 trillion by 2034, with a CAGR of 21.7% from 2025 to 2034 [2] - Oriental Risen is focusing on addressing pain points in the energy storage market through technological innovation and customized solutions, creating a comprehensive value chain from green energy generation to smart operation [2][3] Product Solutions - The company has launched a refined "Shengqi" integrated energy storage solution for parks, factories, and commercial complexes, which combines various technologies to reduce electricity costs and enhance operational efficiency [3] - The Risen Cloud smart energy management platform offers real-time monitoring and intelligent operation, supporting businesses in optimizing their energy usage and ensuring continuous production [3] - The deployment of photovoltaic and energy storage systems is crucial for businesses to mitigate high electricity prices and improve competitiveness in the green energy market [3]
欣旺达官宣固态电池重要合作!
鑫椤锂电· 2025-12-29 07:05
Core Viewpoint - The strategic cooperation between Zhongwei Co., Ltd. and Xinwanda Power Technology Co., Ltd. aims to accelerate the industrialization of solid-state batteries by leveraging their respective strengths in materials and battery manufacturing [1][3][6]. Group 1: Strategic Cooperation Details - Zhongwei and Xinwanda will collaborate on the development of new precursor materials for solid-state batteries, focusing on high energy density, safety, and long cycle life to meet the demands of applications in electric vehicles and energy storage systems [3]. - The partnership will integrate both companies' advantages in materials, battery technology, and engineering to ensure deep compatibility between materials and battery performance [3]. - The collaboration aims to streamline the industrialization process of solid-state battery materials by combining production and processing capabilities [3]. Group 2: Industry Position and Impact - Zhongwei has over 10 years of experience in the new energy battery materials sector, consistently ranking first globally in the shipment of nickel and cobalt materials, while also being a strong player in phosphate and sodium materials [5]. - Xinwanda, established in 1997, is a leading company in the lithium-ion battery market, holding the top position in mobile phone batteries for five consecutive years and ranking second in laptop and tablet batteries [6]. - The partnership is expected to enhance both companies' core competitiveness in the solid-state battery field, driving collaborative innovation across the new energy industry chain and positioning China favorably in the global energy transition [6].
这一年,新能源从替补席走上舞台中央
中国能源报· 2025-12-29 04:57
站在"十四五"规划收官与"十五五"规划开局的关键时间节点,回首2025年,新能源产业告别了单纯的规模竞速,步入高质量发展的 深水区。这一年,在"双碳"目标与新型能源体系建设双重驱动下,新能源产业发展从粗放扩张向提质增效转变,以务实的步伐完成了 能源结构的关键跃升。这一年,可再生能源装机历史性逼近22亿千瓦大关,逐渐成为电力供应主力军;充电网络与氢能基础设施加速 延展,正在成为能源转型的关键补充。 这一年,新能源产业从替补席走向舞台中央。 创新驱动 技术迭代升级 2025年,在新质生产力的驱动下,新能源产业摆脱了单纯依赖资源堆砌的增长路径,向技术深水区挺进,通过核心技术突破与迭代, 不断拓展能源利用的边界。 成长的过程亦伴随阵痛,行业在经历规模快速扩张后,正直面供需调整与同质化竞争的挑战。从价格竞争转向技术竞逐,从"一哄而 上"到破局"内卷",新能源产业正在经历一场深刻的价值重塑。 岁末回眸,这不仅是一份关于产量的成绩单,更是一次关于产业韧性的深度大考。面向"十五五",新能源产业正以发展新质生产力为 核心,在建设能源强国的征途中,积蓄新动能,开启新征程。 绿能基座 规模与效益齐飞 2025年新能源产业交出了一份 ...