今天要跟大伙儿唠个硬核科技大新闻——中国科学家刚把光伏界"圣杯"钙钛矿给盘明白了！杭州纤纳光电带着浙大、浙理工的兄弟伙们，愣是把巴掌大的实 验室样品做成了足球场大的发电板，还登上了《科学》杂志封面。这事儿听着玄乎，但背后藏着能让电费打骨折的黑科技，搞不好你家明年装光伏不用再抠 搜算账了。 产业化这事儿咱们也玩出花来了。内蒙古库布其沙漠里，全球首座兆瓦级钙钛矿电站已经发电半年，高温天比传统硅板多发电31.9%，牧民现在放羊都带着 充电宝去蹭电。浙江渔场的更离谱，在鱼塘上铺满会发电的"塑料布"，既能养鱼又能供电，渔民老张头说："现在卖鱼送电费，客户抢着要。"最让我震惊的 是江西某服装厂，直接把钙钛矿织进冲锋衣面料，大太阳底下走俩钟头能给手机充满电，这哪是衣服啊，整个移动充电宝。 这事儿对老百姓有啥实在好处？这么说吧，要是全国5%的建筑幕墙换上钙钛矿玻璃，发的电够1.2亿家庭用整年。更别说那些总抱怨电车续航焦虑的车主， 以为车顶晒晒太阳就能续命200公里。最带劲的是分布式电站，农村自建房装个三十平屋顶，卖电收入可能比种地还稳当。 不过也别觉得这就稳了。现在全球盯着这块肥肉，日本在搞钙钛矿量子点，韩国猛攻叠层技术。但 ...

Core Insights - The event "Global Ecological Day" was held by Geely's battery subsidiary, Jiyao Tongxing, showcasing its new brand identity "ENERGEE" and emphasizing its commitment to green energy [1][2] - Jiyao Tongxing aims to achieve a production capacity of 70 GWh by 2027, with eight production bases across China, and currently holds the largest capacity for short-blade batteries in the industry [2][4] Group 1: Brand and Vision - The new brand identity "ENERGEE" reflects the fusion of "ENERGY," "GEELY," and "GREEN," symbolizing Geely's vision for the future of green energy [2][4] - Jiyao Tongxing's five core values under the "GREEN" framework include Global Synergy, Revolutionary Leap, Ecosystem Win-Win, Environment Sustainability, and Nimble DNA [4][6] Group 2: Strategic Goals - Jiyao Tongxing is focused on global market expansion, providing high-performance lithium iron phosphate battery technology, and has established a joint venture with Renault for further collaboration [4][5] - The company emphasizes innovation as a key driver for transformation, aiming to enhance safety standards and explore new business models such as battery banks and battery swapping [5][6] Group 3: Product Development - The newly launched "Bricks Battery Super Hybrid Series" features advanced safety, fast charging, high power output, and long cycle life, with charging time reduced by 75% compared to conventional batteries [7][9] - The series utilizes innovative technologies to achieve significant improvements in safety and performance, including a 28% reduction in membrane thickness and a 30% increase in tensile strength [5][6] Group 4: Environmental Commitment - Jiyao Tongxing aims to establish a low-carbon, environmentally friendly battery recycling ecosystem, projecting a reduction of over 220 million tons of CO2 emissions by 2030 through long-life batteries [5][6] - The company is committed to achieving sustainability through advanced battery technologies and comprehensive measures [5][6] Group 5: Future Aspirations - Jiyao Tongxing envisions leading global innovation in the electrochemical industry and fostering a prosperous energy service ecosystem for vehicles and households [10] - The company calls for collaboration across the industry to achieve a win-win future in the competitive landscape of new energy [10]

Group 1: Energy Revolution - China's electricity generation reached 9.4 trillion kWh in 2023, surpassing the combined total of the US, EU, and Japan, with renewable energy accounting for over 30% for the first time [4] - China leads the world in photovoltaic capacity for ten consecutive years, with Longi Green Energy achieving a record conversion efficiency of 26.81% for monocrystalline silicon [4] - The "West-East Power Transmission" project utilizes China's ultra-high voltage transmission technology, achieving only 5% loss over 2000 kilometers [4] Group 2: Talent Pool - China produces 1.2 million engineering graduates annually, ten times that of the US, with over 40% of top AI paper authors being Chinese [4] - The return rate of Tsinghua University graduates to China has increased, with over 80% of PhD graduates choosing to return [6] - Tesla's Shanghai R&D center employs 100% local engineers, indicating a shift towards local talent acquisition [6] Group 3: Industrial Chain Transformation - China controls 90% of global polysilicon production and 70% of silicon wafer production, indicating a significant shift from imitation to innovation [4] - The RCEP agreement covers 2.3 billion people, with trade between China and ASEAN reaching $975.3 billion in 2023 [6] - The global high-speed rail patent applications from China are 2.3 times that of the US, Germany, and Japan combined [4] Group 4: Innovation and Technology Standards - Huawei holds 18% of global 5G essential patents, surpassing Nokia and Ericsson, showcasing China's leadership in telecommunications [6] - CATL leads in establishing the first global safety standard for power batteries, further solidifying China's role in setting industry standards [6] - The "Belt and Road" initiative promotes Chinese technology standards globally, enhancing China's influence in emerging markets [6] Group 5: Cultural and Global Influence - TikTok has over 1.5 billion monthly active users, with 60% being Gen Z, reflecting China's growing cultural impact [6] - The game "Genshin Impact" topped the sales charts in 68 countries, showcasing the global reach of Chinese cultural products [6] - China is committed to achieving carbon neutrality by 2060, positioning itself as a key player in global governance and climate change initiatives [6]

一场静悄悄的能源革命 谁能想到，曾经被视为"花瓶"的风电光伏，如今竟成为中国能源版图的主角？今年一季度，我国风电光伏装机容量达到惊人的14.82亿千瓦，首次超越传统 火电，这场能源革命来得如此迅猛又如此低调。站在河北曹妃甸的海岸边，看着那些高达百米的白色巨人优雅转动，我不禁思考：中国新能源产业是如何完 成这场华丽转身的？ 光伏领域同样精彩纷呈。从最初只能做低端组件组装，到现在全钙钛矿叠层电池光电转化率达到28.2%，刷新世界纪录，中国光伏企业用实力诠释了什么 叫"后来居上"。更令人振奋的是，这些成就不是靠补贴堆出来的，而是在激烈的市场竞争中淬炼出来的真本事。 创新密码：中国新能源崛起的核心动力 中国新能源产业的成功密码是什么？我认为首推"创新"二字。这不是口号式的创新，而是深入到产业链每个毛细血管的全面革新。 在甘肃酒泉的风电基地，我见过一个令人震撼的场景：128米长的风电叶片在戈壁滩上运输，需要专门设计的多轴运输车，沿途还要临时拆除收费站。这 种"疯狂"的背后，是中国企业在风电大型化竞赛中的不懈追求。全球最长叶片、最高塔筒、最大单机容量，这些世界纪录的不断刷新，展现了中国工程师的 智慧与勇气。 光伏领域的创 ...

Core Insights - China's wind and solar power installed capacity reached 1.482 billion kilowatts in the first quarter of this year, surpassing thermal power for the first time, marking a significant milestone in the country's energy structure adjustment [1] - The transformation of the wind and solar industry reflects China's commitment to advancing its energy revolution, focusing on building a clean, low-carbon, safe, and efficient energy system [1][2] - Innovation is key to unlocking energy transformation, with China achieving numerous world records in wind and solar technology, including the largest offshore wind turbine and the highest wind turbine tower [2] - China is actively participating in global green energy projects, collaborating with over 100 countries to promote sustainable development and clean energy technology [3] Group 1 - The installed capacity of wind and solar power in China has historically surpassed that of thermal power, indicating a deep adjustment in the energy structure [1] - The wind and solar industry's success is a reflection of China's practical actions towards energy revolution and high-quality development [1] - The commitment to innovation has led to breakthroughs in materials, design, and technology within the wind and solar sectors [2] Group 2 - China's efforts in renewable energy are not only focused on domestic development but also aim to benefit the global community, showcasing a commitment to global green transformation [3] - The country has established the largest and most complete renewable energy industrial chain, facilitating the export of solar and wind technology [3] - International recognition of China's leadership in renewable energy highlights its role as a significant contributor to global sustainable development [3]

由AI技术驱动的能源革命，是技术进步与产业需求的深度融合，也是全球应对气候变化、实现碳中和 目标的必由之路。 在数字化与低碳化转型的背景下，AI技术正为全球能源产业变革注入强劲动能。智能机器人替代人 工，承担井下掘进、瓦斯监测、应急救援等高危作业；AI技术分析气象数据和历史发电记录，为风光 发电功率的精准预测提供科学依据；特种机器人在核能领域大显身手，承担起反应堆检测、核废料处理 等高风险任务。这些场景，未来将会越来越普遍。据国际能源署近日预测，到2026年，全球能源领域人 工智能需求将较2024年翻番。AI技术将助力构建更加安全、高效、清洁的现代能源体系。 AI技术赋能能源革命的三大核心路径 1.AI技术让能源生产更高效。 AI技术能够通过优化资源配置，大幅提升能源转换效率。以华为云为焦化企业开发的智能配煤系统为 例，该系统运用机器学习算法分析煤质数据，动态优化配煤方案。企业采用后，焦炭质量预测精度超过 98%，每吨生产成本降低30元，每年节省成本数千万元。 凭借在数据分析方面的优势，AI技术还能精准预测能源需求、天气变化对能源生产的影响，实现能源 生产的智能调度。同时，它能提前识别能源生产设备的异常状态和 ...

Core Viewpoint - The green power sector is experiencing significant growth, driven by increasing demand for renewable energy and supportive government policies, with the National Green Power Index showing positive performance and the Green Power ETF gaining traction in the market [1][3][4]. Group 1: Market Performance - As of May 9, 2025, the National Green Power Index increased by 0.49%, with key stocks such as Jingyuntong up by 4.58% and Jiazhe New Energy up by 4.55% [1]. - The Green Power ETF (159625) has seen a 0.44% increase, marking its fourth consecutive rise [1]. - The trading volume for the Green Power ETF was 3.5%, with a total transaction value of 13.7257 million yuan [3]. Group 2: Fund Growth - Over the past two weeks, the Green Power ETF's scale has grown by 6.029 million yuan, leading among comparable funds [3]. - The ETF's shares increased by 6.8 million units in the same period, also ranking first among comparable funds [3]. - In the last 19 trading days, the Green Power ETF attracted a total of 22.647 million yuan in inflows [3]. Group 3: Valuation Metrics - The latest price-to-earnings ratio (PE-TTM) for the Green Power ETF is 18.55, which is in the 13.64% percentile over the past three years, indicating a valuation lower than 86.36% of the time in the same period [3]. Group 4: Industry Trends - As of April 30, 2025, the top ten weighted stocks in the National Green Power Index accounted for 58.04% of the index, including major players like Changjiang Electric and China Nuclear Power [3]. - With the summer peak electricity demand approaching, the power industry is entering a traditional high season, coupled with an accelerated energy revolution and strong demand for green electricity [3]. - In the first quarter of 2025, the total installed capacity of wind and solar power in China reached 1.482 billion kilowatts, surpassing traditional thermal power capacity of 1.451 billion kilowatts for the first time [3]. Group 5: Government Policy - The 2025 government work report maintains a strong commitment to "green transformation," with a focus on the power sector and expectations for increased green electricity demand due to improved supply pressures and policy direction [4].

Group 1: Federal Reserve and Economic Policy - The Federal Reserve is expected to maintain interest rates in May, with Powell indicating that rate cuts may depend on inflation trends, while also mentioning that tariff policies could impact the economy [3] - The Fed's stance suggests a cautious approach, balancing between not wanting to cut rates immediately and being wary of potential economic downturns due to tariffs [3] Group 2: Oil Market Dynamics - OPEC+ plans to increase production by 410,000 barrels per day in June, leading to a drop in oil prices to $58 per barrel for WTI and below $62 for Brent [3] - Short-term oil price fluctuations are anticipated to remain between $55 and $60, with long-term trends dependent on Chinese demand [3] Group 3: Tesla's Financial Performance - Tesla's automotive business profits have plummeted by 70%, while energy storage deployment has more than doubled, with Powerwall installations exceeding 1 GWh in a single quarter [4] - Rising supply chain costs in China by 15% and a decrease in Shanghai factory utilization to 75% pose challenges for Tesla [4] - Key factors to monitor include the production progress of the 4680 battery and regulatory risks associated with the Full Self-Driving (FSD) system, which are critical for stock performance [4] Group 4: US-China Trade Relations - The US has canceled tariff exemptions on small packages from China, indicating a complex negotiation stance, while China is assessing the situation [5] - A potential easing of trade tensions could benefit export stocks, but an escalation in conflict may strengthen sectors like rare earths and semiconductors [5]

Core Viewpoint - The article emphasizes the importance of supporting private enterprises in participating in the construction of new energy, highlighting recent policies aimed at promoting the healthy and high-quality development of the private economy in the energy sector [3][4]. Group 1: Role of Private Enterprises - Private enterprises have become an indispensable force in China's energy sector, particularly in the new energy industry, contributing over 70% of the photovoltaic manufacturing capacity and over 60% in wind power equipment manufacturing [4][5]. - They maintain a market share of over 30% in investment and development of renewable energy projects, showcasing their significant role in driving innovation and enhancing international competitiveness [4][5]. Group 2: Advantages of Private Enterprises - Private enterprises possess unique advantages such as flexible mechanisms, efficient decision-making, market sensitivity, and a willingness to innovate, allowing them to respond quickly to market opportunities [5][6]. - They focus on efficiency and return on investment, achieving high returns even under limited resource conditions, and have evolved from equipment suppliers to integrated solution providers [5][6]. Group 3: Policy Support Framework - The recent notification from the National Energy Administration aims to create a multi-dimensional policy support system for private enterprises, addressing supply, consumption, technology, institutional frameworks, and international cooperation [7][8]. - The policy encourages private enterprises to invest in major energy infrastructure projects and supports their participation in new energy projects, thereby breaking down barriers to entry [7][8]. Group 4: Impact of the Notification - The implementation of the notification is expected to broaden the participation of private enterprises in new energy development, allowing more capable and enthusiastic firms to enter previously inaccessible areas [11][12]. - It will also stimulate technological innovation and application, leading to the emergence of competitive private enterprises that can drive the industry forward [12][13]. - Furthermore, the notification aims to enhance market activity by ensuring equal participation of private enterprises in electricity market transactions, thereby optimizing resource allocation [12][13]. Group 5: Execution and Future Outlook - The effectiveness of the notification relies on its execution, requiring energy authorities and local governments to translate principles into actionable tasks and establish a robust evaluation mechanism [13]. - Successful implementation will be crucial for driving the energy revolution, achieving carbon neutrality goals, and revitalizing the private economy [13].

Core Viewpoint - The article emphasizes the importance of energy storage professionals in the energy revolution, highlighting their diverse roles in building and maintaining power plants, and their collective contribution to a zero-carbon future [1] Group 1 - The term "energy storage professionals" encompasses a wide range of identities and roles within the industry [1] - The article pays tribute to those who support the energy revolution, referring to them as "light-chasers" [1] - The company, Haibosi Chuang, expresses its commitment to collaborating with energy storage professionals to achieve a sustainable future [1]