【浙商电新】固德威：澳洲户储需求火爆，在国内探索AI+能源应用 #澳洲户储补贴加码；公司是澳洲户储核心受益标的。 澳大利亚推出72亿澳元户用电池补贴计划，引爆户储需求。 5月1日后，14kWh以下才可拿到全额补贴，补贴按照功率段阶梯式递减。 我们认为5月1日前会存在大容量户储系统抢装，且退税减少也可能对备货需求产生刺激。 固德威在澳洲市场深耕多年，20 【浙商电新】固德威：澳洲户储需求火爆，在国内探索AI+能源应用 #澳洲户储补贴加码；公司是澳洲户储核心受益标的。 澳大利亚推出72亿澳元户用电池补贴计划，引爆户储需求。 5月1日后，14kWh以下才可拿到全额补贴，补贴按照功率段阶梯式递减。 我们认为5月1日前会存在大容量户储系统抢装，且退税减少也可能对备货需求产生刺激。 固德威在澳洲市场深耕多年，2015年设立澳大利亚子公司，在澳洲市占率居于前列，澳洲市场需求向上弹性极 大。 #英国发布150亿英镑热泵户储补贴计划；公司热泵和户储产品有望受益。 英国政府发布《温暖家园计划》（WHP），将在2026-2030年投入150亿英镑的公共资金，通过补贴和低息贷款， 用于高达500万户家庭的升级，使家庭安装热泵、光伏和 ...

作为能源转型与产业升级的重要载体，首批52家国家级零碳园区建设名单的公布，正式拉开零 碳园区建设的大潮。各地园区虽积极探索转型，但在顶层规划、技术集成、运营管理与商业模 式等方面普遍面临系统性能力不足、标准体系不完善、专业人才短缺等挑战。 系统提升园区管理者、相关企业及服务机构在零碳园区规划、建设、运营及管理方面的专业素 养、实战能力，助其掌握关键技术、政策工具与商业模式，中国能源报中国能源经济研究院零 碳园区专委会、中国开发区协会碳中和专业委员会拟定于2026年3月5—6日在北京联合举办"零 碳园区建设重点培训班"，精准回应零碳园区发展瓶颈，为产业升级注入专业动能。 1 组织机构 主办单位：中国能源报中国能源经济研究院零碳园区专委会、中国开发区协会碳中和专业委员会 时间地点 时间：2026年3月5—6日（4日报到） 地点：北京·人民日报社新媒体大厦 3 课程内容 围绕"战略—规划—实施—运营—风控"的完整逻辑，提供贯穿零碳园区全生命周期的系统解决方 案与实用工具，帮助学员掌握从顶层设计到具体落地、从项目建设到长效运营的闭环管理能力。 1. 各地相关政府部门管理人员； 2. 各大央企及各区域指挥部、相关单位从 ...

零碳实际上是一种目标牵引，鼓励园区尽可能多地使用清洁能源、利用周边的绿色电力，通过风电、光 伏、储能来实现绿电直供园区。 2026年，国家级零碳园区建设迈入进行时。 一场关乎产业形态重塑、园区功能升级与绿色发展转型的变革全面启动。首批国家级零碳园区建设名单 中，河北沧州沧东经济开发区、辽宁沈阳中德高端装备制造产业园等6家园区需在2027年率先完成建 设。 建设零碳园区，需要园区管理方、企业、专业服务机构等主体的合力协作。当前，一批园区已展开实 践，探索零碳工业体系路径。近日，远景科技集团首席可持续发展官孙捷在接受21世纪经济报道专访时 表示，国家级零碳园区是应对绿色贸易挑战的桥头堡。远景最初在内蒙古鄂尔多斯布局全球首个零碳产 业园，正是为应对海外市场对电池等产品设立的碳壁垒。 孙捷表示，结合远景零碳产业园的实践来看，打造零碳产业园需要依托新型能源系统、零碳数字化管理 体系与绿色工业集群三大体系。将能源转型、数字技术和产业集聚三者融合，不仅有助于减碳，也能提 升产业链整体竞争力。这一模式正在成为工业园区绿色低碳转型的重要路径。 依托三大体系构建零碳园区 《21世纪》：如何理解零碳园区的内核？在国家级零碳园区建设 ...

关于举办绿电直连及零碳园区创建研讨培训的通知 各企事业单位： 工业园区是能源利用低碳化转型和绿色电力消费的重要载体。《关于开展零碳园区建设的 通知》，明确了零碳园区的建设条件、重点任务、保障措施、组织方式等一系列内容。 2 0 25年底，第一批国家级零碳园区建设名单发布，要求各地方推动绿电直连、新能源就 近接入增量配电网等绿色电力直接供应模式在国家级零碳园区落地。 此外，国家明确加快提升重点用能单位和行业的绿色电力消费比例，在有条件的地区分类 分档打造一批高比例消费绿色电力的绿电工厂、绿电园区等，鼓励其实现1 0 0%绿色电力 消费。《关于有序推动绿电直连发展有关事项的通知》指出，鼓励出口外向型企业利用周 边新能源资源探索开展存量负荷绿电直连，云南、河北、陕西、山东等地陆续出台绿电直 连实施方案。 为了帮助各企事业单位了解绿电直连最新政策、物理落地路径、项目规划思路及其与企业 园区用电结合方式、零碳园区标准体系以及零碳园区创建评估标准，《中国能源报》社特 举办绿电直连及零碳园区创建研讨培训，培训完后发放《中国能源报》社有限公司中国能 源经济研究院"绿电直连及零碳园区创建"培训结业证书。 具体安排如下： 一、时 ...

关于举办绿电直连及零碳园区创建研讨培训的通知 各企事业单位： 工业园区是能源利用低碳化转型和绿色电力消费的重要载体。《关于开展零碳园区建设的 通知》，明确了零碳园区的建设条件、重点任务、保障措施、组织方式等一系列内容。 2 0 25年底，第一批国家级零碳园区建设名单发布，要求各地方推动绿电直连、新能源就 近接入增量配电网等绿色电力直接供应模式在国家级零碳园区落地。 此外，国家明确加快提升重点用能单位和行业的绿色电力消费比例，在有条件的地区分类 分档打造一批高比例消费绿色电力的绿电工厂、绿电园区等，鼓励其实现1 0 0%绿色电力 消费。《关于有序推动绿电直连发展有关事项的通知》指出，鼓励出口外向型企业利用周 边新能源资源探索开展存量负荷绿电直连，云南、河北、陕西、山东等地陆续出台绿电直 连实施方案。 为了帮助各企事业单位了解绿电直连最新政策、物理落地路径、项目规划思路及其与企业 园区用电结合方式、零碳园区标准体系以及零碳园区创建评估标准，《中国能源报》社特 举办绿电直连及零碳园区创建研讨培训，培训完后发放《中国能源报》社有限公司中国能 源经济研究院"绿电直连及零碳园区创建"培训结业证书。 具体安排如下： 一、时 ...

Core Viewpoint - The company, Shuangliang Energy, forecasts a net loss of 780 million to 1.06 billion yuan for 2025, indicating a significant reduction in losses compared to 2024, attributed to the seasonal characteristics of the photovoltaic industry [2] Group 1: Financial Performance - Shuangliang Energy's projected losses are relatively smaller compared to leading companies in the photovoltaic sector, which are expected to incur losses ranging from 4 billion to 10 billion yuan [2] - The company has made provisions for fixed asset impairment, which may also contribute to the losses in the fourth quarter [3] Group 2: Growth Drivers - The company has made breakthroughs in zero-carbon parks, core equipment, and emerging sectors, which inject growth momentum and enhance market confidence [3] - Shuangliang Energy's zero-carbon park solutions have gained industry recognition, with significant projects underway, including a 24 MW rooftop photovoltaic green electricity project and a 600 MW wind-solar-storage project expected to be operational by 2026 [3] Group 3: Technological Advancements - Continuous breakthroughs in core equipment technology are crucial for supporting performance, with the energy service industry in China projected to exceed 1.2 trillion yuan by 2025, growing at a compound annual growth rate of over 18% [4] - The company has achieved significant advancements in its natural ventilation direct air cooling system, which has been successfully applied in extreme conditions, filling a gap in the market [4] Group 4: Market Opportunities - The synergy between the photovoltaic sector and emerging markets strengthens the growth foundation, with the company adopting a customer-centric strategy to ensure stable supply and delivery [6] - The space photovoltaic sector is expected to open a trillion-yuan market, with Shuangliang Energy positioned to benefit from its technological capabilities in photovoltaic silicon materials and smart energy management [6] - The green hydrogen production business is emerging as a new growth driver, with the company’s alkaline water electrolysis equipment setting global benchmarks and aligning with low-carbon transition demands [6] Group 5: International Recognition - Shuangliang Energy is a core equipment supplier for the largest polysilicon project in the Middle East, showcasing its international recognition and capability to provide solutions for the photovoltaic industry [7] - The company’s diverse business layout and technological accumulation enable it to maintain stable development amid industry fluctuations, supported by national energy-saving and carbon reduction policies [7]

Core Viewpoint - The "China-Germany Park Zero Carbon Park Construction Plan" was released, focusing on green electricity connectivity and carbon management to promote green transformation and establish a national-level zero-carbon industrial ecosystem [1][2] Group 1: Overall Goals - The plan outlines a "three-step" overall goal: 1. By the end of 2026, support leading enterprises in creating zero-carbon factory models and initiate integrated "source-network-load-storage" projects 2. By the end of 2027, achieve full coverage of zero-carbon practices and meet national-level zero-carbon park evaluation standards 3. From 2028 onwards, promote the zero-carbon concept internationally and establish a zero-carbon standard system [1] Group 2: Key Tasks - The plan specifies seven key tasks, including: 1. Accelerating energy structure transformation 2. Building a smart energy-carbon management platform 3. Cultivating new momentum in industrial structure optimization 4. Promoting green upgrades of infrastructure 5. Exploring resource recycling potential 6. Strengthening collaborative technological innovation 7. Deepening open cooperation through institutional innovation - The goal is to achieve over 90% renewable energy consumption by 2027 and establish a smart energy-carbon management platform covering over 90% of energy-consuming enterprises in the park [1] Group 3: Industry Collaboration - The zero-carbon transition is seen as essential for the future of the industry, with expectations for deepened cooperation focusing on AI-driven new power system construction and the integration of zero-carbon energy with green manufacturing [2] - The Shenyang China-Germany Park Development Group aims to guide various social capital investments in areas such as green electricity connectivity and carbon asset management to empower regional enterprises towards becoming world-class "zero-carbon factories" [2] Group 4: National Recognition - The Shenyang China-Germany High-end Equipment Manufacturing Industrial Park has been selected as one of the first national-level zero-carbon parks, emphasizing that the construction goes beyond energy conservation and emission reduction [2] - The core value lies in leveraging the China-Germany cooperation platform to initiate rule alignment and mutual recognition in carbon accounting and green certification between China and Europe [2]

专家交流：双碳政策有哪些新变化，对建材化工行业有什 么影响？20260126 摘要 中国正从能耗双控转向碳排放双控，要求高碳项目进行环评和探评，并 建立地方碳排放考核机制，将国家达峰目标分解至各省市，重点管控电 力、钢铁、有色、建材、石化化工等八大行业。 全国碳市场已纳入 3,770 家企业，预计 2027 年将达 8,000 家，覆盖电 力、水泥、钢铁、铝等行业，未来还将纳入化工、石化、有色金属等， 这些企业需严格遵守国家规定的碳排放配额。 2027 年全国碳市场预计纳入约 8,000 家企业，其排放量占全国总排放 量的 80%左右，其余企业可通过自愿减排市场（CCR）参与，通过减排 行动获取收益。 钢铁行业在 2024-2026 年为适应过渡期，2027 年开始正常发放配额， 初期配额宽松，惩戒幅度不超过 3%，后期将收紧配额，化工行业预计 2027 年进入碳市场，初期免费发放配额，未来或过渡到有偿分配。 国内碳市场价格波动，目前约 81 元/吨，高峰时超 100 元，未来 2-3 年 预计波动范围为 80-150 元/吨，各行业可据此测算成本压力，如合成氨 等化工产品每吨成本增加几十至一两百元。 Q&A ...

Core Viewpoint - The article emphasizes the importance of green electricity direct connection and the establishment of zero-carbon parks as key components in the low-carbon energy transition and green electricity consumption in industrial parks [2]. Group 1: Policy and Framework - The "Notice on the Construction of Zero-Carbon Parks" outlines the construction conditions, key tasks, support measures, and organizational methods for zero-carbon parks [2]. - By the end of 2025, the first batch of national-level zero-carbon parks will be announced, requiring localities to promote green electricity direct connection and the integration of new energy into incremental distribution networks [2]. - The government aims to increase the proportion of green electricity consumption in key energy-consuming units and industries, encouraging the establishment of green electricity factories and parks with 100% green electricity consumption [2]. Group 2: Training Details - A seminar and training on green electricity direct connection and zero-carbon park creation will be held on March 6-7 in Hangzhou, organized by China Energy News and supported by the China Energy Economic Research Institute [3]. - The training targets various stakeholders, including power companies, renewable energy enterprises, energy service companies, and professionals involved in zero-carbon park construction [3][4]. Group 3: Course Modules - The training will cover topics such as green electricity direct connection policies, pricing mechanisms, project planning, investment and returns, and the application of virtual power plants in zero-carbon parks [4][5]. - It will also include an analysis of the evaluation index system for zero-carbon parks, construction status, site investment analysis, and key technological pathways [5]. Group 4: Financial Information - The training fee is set at 3,900 yuan per person, which includes the training cost, while transportation and accommodation are self-managed [5].

随着"十五五"能耗"双控"向碳排放"双控"全面转变，零碳园区已成为万亿级低碳市场的核心载体。 由上海交通大学环境社会治理研究院主办，第一财经协办的"零碳园区中国方案：创新实践与协同治 理"上海专场将于 2026 年 2 月 2 日举行。 作为产业集聚与能源消费的核心单元，零碳园区是落实"双碳"战略、抢占绿色低碳产业制高点的关 键战场。国家层面明确提出"十五五"时期建成百余个国家级零碳园区的宏伟目标，这一战略导向不 仅为园区绿色蝶变注入强劲动力，更催生了万亿级的绿色市场空间。 上海率先将零碳园区建设纳入城市绿色转型的系统布局，而临港新片区就是上海零碳转型的核心承载 地与实践标杆。近年来，临港新片区依托新能源、智能制造、节能环保等优势产业基础，积极探 索"零碳 + 产业"深度融合路径，在分布式能源利用、绿色建筑规模化推广、园区循环化改造等方面 积累了丰富实践经验，更培育了一批零碳技术创新企业与示范项目，为国家级零碳园区建设提供了可 复制、可推广的"临港样本"。 本次活动将立足上海与临港的政策实践与真实案例，不仅将深度解读行业前沿报告，更将围绕"规划 与落地的关键挑战""多元主体协同机制""可持续运营模式"等核心议 ...