随着全球能源转型向纵深推进，非洲凭借庞大的电力缺口与丰富的太阳能资源，成为全球光伏产业增长 的核心蓝海市场。在 "一带一路" 倡议引领下，中国清洁能源企业的出海逻辑正从 "机会驱动" 转向 "能 力竞争"。近日，在"一带一路"综合能源服务创新发展交流会上，正泰安能依托正泰集团全球化布局， 以 "协同出海 + 本土适配" 的综合服务模式，为中国新能源企业深耕海外市场提供了可借鉴的实践样 本。 全球能源转型浪潮中，非洲的能源供给缺口正转化为光伏产业的巨大机遇。数据显示，非洲无电人口达 5.8 亿，占全球总量的 80% 以上，人均年用电量仅 500 千瓦时，不足全球平均水平的 14%；而这片大陆 坐拥全球 40% 的太阳能可开发资源，太阳能装机容量占比却仅 1.5%，供需失衡催生了规模化的市场需 求。 采用 "即用即付" 灵活分期模式，将低收入家庭的用电门槛大幅降低；为弱电网区域量身打造 "光储充" 一体化方案，有效解决供电稳定性难题。 今年，正泰安能正式启动战略转型，明确向"全球化综合能源服务商"迈进，推动成熟经验向海外市场延 展。面向海外市场，正泰安能强调"协同出海"与"长期共赢"。一方面，通过构建稳定、透明的 ...

Group 1 - The 27th Harbin Ice and Snow World has opened, marking the start of the 2025-2026 Heilongjiang ice and snow tourism season [1] - China National Petroleum Heilongjiang Sales Company has implemented comprehensive service upgrades to enhance the travel experience for self-driving tourists [1] - The company has selected over 20 gas stations as "key supply stations for ice and snow tourism" and developed tailored supply plans for each station [1] Group 2 - The company has improved service frequency to reduce waiting times for tourists refueling, particularly in areas with high traffic flow [1] - A dynamic inventory monitoring and tiered warning mechanism has been established to ensure sufficient fuel supply at gas stations along major routes and scenic areas [1] - Employees are trained in customer service and etiquette, with a focus on improving communication with foreign tourists through language training [2] Group 3 - The company provides additional services at gas stations, including road information, weather forecasts, first aid supplies, and emergency charging [2] - Comprehensive energy stations with efficient fast-charging equipment have been strategically located near major scenic spots to meet the needs of new energy vehicle owners [2]

Core Viewpoint - The article discusses the significant challenges facing the refined oil industry in China due to the rapid rise of electric vehicles (EVs) and the shift towards cleaner energy, leading to a peak and subsequent decline in refined oil consumption [4][5]. Industry Overview - In 2024, China's apparent oil consumption is projected to be 756 million tons, with refined oil consumption at 390 million tons, reflecting a year-on-year decrease of 2.4% [5]. - The rapid advancement of energy alternatives has weakened the demand for traditional energy sources, compounded by fluctuating international oil prices, which have further pressured the refining sector [5][10]. Market Dynamics - The penetration rate of new energy vehicles reached a historic high of 53.2% in November, with sales of 1.823 million units, marking a 20.6% year-on-year increase [8]. - By mid-2025, the total number of vehicles in China is expected to reach 359 million, with new energy vehicles accounting for 10.27% of this total, up from 8.9% at the end of 2024 [9]. Consumption Trends - The gasoline consumption is projected to decline significantly, with estimates suggesting that by 2025, new energy vehicles will replace approximately 34.58 million tons of gasoline, equating to 21% of the national gasoline demand in 2024 [9][10]. - The monthly average gasoline consumption in China has already shown a decline of 5.04% year-on-year as of October 2025 [10]. Industry Challenges - The refined oil industry is entering a "reduction development" phase, with major oil companies experiencing shrinking profits. For instance, China Petroleum's net profit dropped by 32.23% in the first three quarters of the year [14]. - The number of gas stations in China is expected to decrease significantly, with projections indicating a reduction of 20,000 stations by 2030, leading to a daily loss of approximately 10 stations [22]. Competitive Landscape - The majority of gas stations in China are privately owned, yet they account for only 25% of total refined oil sales, highlighting a disparity in sales volume despite their large numbers [19]. - The shift towards alternative energy sources is intensifying competition among gas stations, with many facing severe sales declines, some reporting drops of over 50% from peak levels [20][21]. Transition to New Energy - The industry consensus is shifting from traditional fuel suppliers to comprehensive energy service providers, although the transition poses significant challenges, particularly for smaller private gas stations [25][31]. - Major oil companies are investing heavily in the development of charging infrastructure, with China Petroleum planning to invest approximately 71.88 billion yuan in energy stations and charging facilities in 2024 [27]. Future Outlook - The article suggests that the future of gas stations, especially private ones, is precarious, with many unable to adapt to the rapid changes in energy consumption patterns [33].

投资者关系活动 类别 特定对象调研 分析师会议 媒体采访 业绩说明会 新闻发布会 路演活动 现场参观 其他 参与单位名称及 人员姓名 深圳国安保证担保有限公司：孙怀谨 江西知风咨询有限公司：杨 明 扬州润毅创投有限公司：李仁武 文 川 尹玲玲 安通基金：段学忠 江西天伦企业咨询有限公司：刘国庆 珠海市横琴天勤资产管理有限公司：孙会敏 广东臻远私募基金管理有限公司：刘汉顶 广东邦政资产管理有限公司：安德生 个人投资者：吴瑞芳 胡陆平 时间 2025 年 12 月 12 日 （周五）下午 13:00~14:00 地点 公司 215 会议室 上市公司接待人 员姓名 董事会秘书：秦媛 新能源事业部生产运营分部部长：黄缚虎 财务管理部副部长：代进能 | | 证券事务代表：刘益汉 | | --- | --- | | | 1.公司新能源项目的储备情况？ | | | 年，公司申报的云南省第一、二批新能源建设项目， 答：2025 | | | 两批项目大比例进入建设清单，风电装机规模占比分别为 | | | 19.6%和 13.93%。十五五期间，公司将持续加强资源获取力度， | | | 坚定不移地做强做优做大绿色能源核心主业，推 ...

关于举办《分布式能源规划员》（综合能源服务方向）培训通知 各企事业单位： 《中华人民共和国能源法》提出，鼓励发展分布式能源和多能互补、多能联供综合能源服 务，提高终端消费清洁化、高效化、智能化水平。多能联供综合能源服务成为现代能源产 业发展的重要方向和实现碳中和的重要路径。 电力、冷热、用户之间的关系变得越来越紧密，打破不同能源品种单独规划、设计、运行 的传统模式，实现横向"电热冷气水"能源多品种之间、纵向"源网荷储用"能源多供应环节 之间的协同，以及生产侧和消费侧的互动,正成为行业趋势。 目前，在我国熟悉用户用能特性，掌握能源规划、转化、智能控制等技术，并具备能效碳 排放评估，通晓末端节能减碳、投资、建设、运营等跨学科专业应用人才匮乏，严重影响 各能源企业向综合能源服务转型和发展的进程。为此，中国能源报社特开展《分布式能源 规划员》（综合能源服务方向）培训,参加培训并经考核合格者，由人力资源和社会保障 部社会保障能力建设中心颁发《分布式能源规划员》（综合能源服务方向）培训证书。 三、培训对象 一、培训形式及时间 培训地点: 线上 培训时间：2 0 2 5年1 2月1 0日—13日 二、培训组织机构 主办单位 ...

关于举办《分布式能源规划员》（综合能源服务方向）培训通知 各企事业单位： 二、培训组织机构 《中华人民共和国能源法》提出，鼓励发展分布式能源和多能互补、多能联供综合能源服 务，提高终端消费清洁化、高效化、智能化水平。多能联供综合能源服务成为现代能源产 业发展的重要方向和实现碳中和的重要路径。 电力、冷热、用户之间的关系变得越来越紧密，打破不同能源品种单独规划、设计、运行 的传统模式，实现横向"电热冷气水"能源多品种之间、纵向"源网荷储用"能源多供应环节 之间的协同，以及生产侧和消费侧的互动,正成为行业趋势。 目前，在我国熟悉用户用能特性，掌握能源规划、转化、智能控制等技术，并具备能效碳 排放评估，通晓末端节能减碳、投资、建设、运营等跨学科专业应用人才匮乏，严重影响 各能源企业向综合能源服务转型和发展的进程。为此，中国能源报社特开展《分布式能源 规划员》（综合能源服务方向）培训,参加培训并经考核合格者，由人力资源和社会保障 部社会保障能力建设中心颁发《分布式能源规划员》（综合能源服务方向）培训证书。 一、培训形式及时间 培训地点: 线上 培训时间：2 0 2 5年1 2月1 0日—13日 5 .其他有志于从事新 ...

关于举办《分布式能源规划员》（综合能源服务方向）培训通知 各企事业单位： 《中华人民共和国能源法》提出，鼓励发展分布式能源和多能互补、多能联供综合能源服 务，提高终端消费清洁化、高效化、智能化水平。多能联供综合能源服务成为现代能源产 业发展的重要方向和实现碳中和的重要路径。 培训时间：2 0 2 5年1 2月1 0日—13日 二、培训组织机构 主办单位： 人力资源和社会保障部社会保障能力建设中心 承办单位： 《中国能源报》社有限公司 三、培训对象 1 . 电网所属各省市电力公司；发电集团；地方电力集团；地方能源集团；中石油、中石 化、中海油及各省市城燃企业； 2 .新能源企业（风电、光伏、储能等）、园区管委员； 电力、冷热、用户之间的关系变得越来越紧密，打破不同能源品种单独规划、设计、运行 的传统模式，实现横向"电热冷气水"能源多品种之间、纵向"源网荷储用"能源多供应环节 之间的协同，以及生产侧和消费侧的互动,正成为行业趋势。 目前，在我国熟悉用户用能特性，掌握能源规划、转化、智能控制等技术，并具备能效碳 排放评估，通晓末端节能减碳、投资、建设、运营等跨学科专业应用人才匮乏，严重影响 各能源企业向综合能源服务 ...

（文章来源：证券日报） 证券日报网讯 12月4日，江苏国信在互动平台回答投资者提问时表示，"十四五"期间，公司新建了6台 控股+1台参股的百万千瓦机组，均为超超临界二次再热燃煤机组，目前在运行机组中 60 万千瓦及以上 高效低能耗装机容量占公司燃煤机组比例超过95%，优化了公司装机结构，此外公司还参股了部分新能 源项目，致力于成为综合能源服务供应商。 ...

Core Viewpoint - The article emphasizes the importance of developing distributed energy and integrated energy services to enhance the efficiency and cleanliness of energy consumption, aligning with the goals of carbon neutrality [1] Group 1: Training Overview - The training titled "Distributed Energy Planner (Integrated Energy Service Direction)" aims to address the shortage of professionals skilled in energy planning, conversion, and intelligent control, which is crucial for the transition to integrated energy services [1] - The training will be conducted online from December 10 to December 13, 2025, organized by the Human Resources and Social Security Department [2] Group 2: Target Audience - The training is targeted at various stakeholders including provincial power companies, energy groups, and enterprises involved in renewable energy, energy efficiency, and integrated energy services [2] Group 3: Course Outline - The course will cover topics such as the overview of integrated energy services, customer demand analysis, and the application of distributed photovoltaic projects within integrated energy systems [3][4] - Specific modules will focus on the application of natural gas, wind energy, hydrogen, and new energy storage in integrated energy services, along with assessments for near-zero carbon factories and parks [4] Group 4: Training Costs - The training fee is set at 3,600 yuan per person, which includes training materials and certification costs [5]

Core Viewpoint - The article emphasizes the importance of developing distributed energy and integrated energy services to enhance the efficiency and cleanliness of energy consumption, aligning with the goals of carbon neutrality [1] Group 1: Training Overview - The training titled "Distributed Energy Planner (Integrated Energy Service Direction)" aims to address the shortage of professionals skilled in energy planning, conversion, and intelligent control, which is crucial for the transition to integrated energy services [1] - The training will be conducted online from December 10 to December 13, 2025, organized by the Human Resources and Social Security Department [2] Group 2: Target Audience - The training is targeted at various stakeholders including provincial power companies, energy groups, and enterprises involved in renewable energy, energy efficiency, and integrated energy services [2] Group 3: Course Outline - The course will cover topics such as the overview of integrated energy services, customer demand analysis, and the application of distributed photovoltaic projects within integrated energy systems [3][4] - Specific modules will focus on the application of natural gas, wind energy, hydrogen energy, and new energy storage in integrated energy services, along with case studies and economic analysis [4] Group 4: Training Costs - The training fee is set at 3,600 yuan per person, which includes training materials and certification costs [5]