11月6日，能源所党委书记、所长魏军对研修班官员一行到访表示热烈欢迎，并作了题为《中国能源政策与实践》的专题讲座。他系统阐述了中国能源政 策的制定背景与整体框架，重点结合甘肃省在太阳能、风力发电、新能源装备制造、储能、光伏农业及新能源汽车等领域的典型案例，介绍了相关政策从 宏观规划到落地实施，再到产生经济社会效益的完整过程。讲座生动展示了我国在能源转型过程中的"中国经验"与"甘肃实践"，并就官员们关心的能源发 展问题进行了交流，为后续合作奠定了基础。随后，在有关部门负责人及技术人员陪同下，官员们参观了大楼屋顶光伏电站、太阳能热水系统、空气源热 泵等节能设施，以及太阳能光伏、太阳能光热、太阳能材料、绿色建筑节能检测、农村能源等实验室和产品展览室。参观过程中，能源所工作人员向官员 们讲解了可再生能源技术知识，并现场解答了相关问题。 11月7日，研修班一行赴甘肃自然能源研究所榆中县太阳能采暖与降温示范基地参观，实地考察了投资4000万元的可再生能源中试车间、已持续运行40年 的中国首座10千瓦光伏电站、光电实验楼等绿色节能示范建筑。技术人员重点介绍了中试车间的建设进展、生产能力，以及移动光伏储能、太阳能移动电 源、 ...

Core Viewpoint - The price of lithium hexafluorophosphate has experienced a strong rebound, rising from 61,000 yuan/ton to 121,500 yuan/ton between October 1 and November 7, marking a 99% increase within a month, driven by surging demand from the electric vehicle and energy storage industries [1][2]. Supply and Demand Dynamics - The price of lithium hexafluorophosphate is a key indicator of the lithium battery industry's health. After reaching a historical high of 590,000 yuan/ton in February 2022, prices fell to below 50,000 yuan/ton by July 2023, before rapidly increasing in October [2]. - Demand has surged due to the growth in the electric vehicle and energy storage sectors, leading to a significant increase in procurement by electrolyte manufacturers. On the supply side, many small and medium-sized enterprises are struggling to resume production due to previous overcapacity and equipment aging, resulting in a tight overall supply [2][3]. Market Outlook - Analysts expect the lithium hexafluorophosphate market to remain strong in November, with price movements dependent on supply-demand dynamics and potential shifts in downstream demand [3]. - In 2024, domestic effective production capacity for lithium hexafluorophosphate is projected to be around 370,000 tons per year, with major companies like Tianqi Materials, Dufluor, and Tianji holding over 66% market share [3]. Stock Market Response - The strong rebound in lithium hexafluorophosphate prices has positively impacted the stock market, with companies like Dufluor seeing a 10.01% increase in stock price on November 7, reaching 32.10 yuan/share, and a total market capitalization of 38.213 billion yuan [4]. - Despite a risk warning issued by Dufluor regarding stock price fluctuations, market sentiment remains bullish due to expectations of product price increases and improved performance [4]. - Research reports from brokerage firms have been optimistic, with Everbright Securities maintaining a "buy" rating for Dufluor, while Huatai Securities has given a "buy" rating to Tianqi Materials, anticipating a net profit of 1.061 billion yuan by 2025 [4].

Core Viewpoint - Biomass energy plays a crucial role in China's transition from high-carbon to low-carbon energy sources, with significant potential for replacing fossil fuels and promoting ecological governance [1][6]. Biomass Energy Heating Industry Overview - Biomass energy heating utilizes agricultural and forestry waste to produce heat through combustion, with various technologies including biomass boilers and gasification systems [3][4]. Industry Policies - The Chinese government has implemented numerous policies to support the biomass energy heating sector, aiming to replace fossil fuels and enhance energy quality in rural areas [4][6]. Industry Chain - The biomass energy heating industry chain includes raw material production, heating equipment manufacturing, and application in residential, commercial, and industrial sectors [5][6]. Market Size and Growth - The biomass pellet fuel market in China is projected to reach 9.476 billion yuan in 2024, with a year-on-year growth of 7.26% [5][6]. Current Development Status - In 2023, the area of biomass energy clean heating in China reached 300 million square meters, with expectations to exceed 1 billion square meters by 2030 [1][6]. Trends in the Biomass Energy Heating Industry - The industry is expected to see technological integration, comprehensive service solutions, and diversified application scenarios, enhancing efficiency and market competitiveness [11][12][13].

当地时间11月7日，为期两天的贝伦气候峰会结束议程，出席峰会的各国领导人和代表团团长共同发布 了"关注饥饿、贫困和以人为本的气候行动的《贝伦宣言》"。 宣言承认气候变化加剧了饥饿和贫困，并呼吁采取更公平、更包容的气候行动，重点关注最弱势群体。 贝伦气候峰会由《联合国气候变化框架公约》第三十次缔约方大会（COP30）东道主巴西召集，旨在为 即将到来的COP30谈判提供"政治方向"。峰会的主要议题包括气候与自然、能源转型、《巴黎协定》十 周年评估、国家自主贡献与气候融资等。 （文章来源：央视新闻） 峰会期间，巴西正式启动"永远的热带雨林基金"，共34个拥有热带森林的国家签署了基金宣言，涵盖了 发展中国家近90%的热带森林。 ...

越共中央政治局第70号决议明确了到2030年确保国家能源安全的重点任务，政府第328号决议也提 出发展竞争性透明能源市场的解决方案，以推动能源节约和高效使用，迈向绿色、低排放和碳中和经 济。国家能源发展战略目标是，到2030年，可再生能源将占总能源结构的20%，到2045年达到70%。在 适当的政策、技术和伙伴关系支持下，越南有望释放其潜力，成为区域可持续增长的领导者。 亚太城市能源协会（APUEA）执行董事彼得·伦德伯格（Peter Lundberg）表示，越南工业、建筑和 空调系统具有巨大的未开发能效潜力，开发这一潜力对于成功实现净零排放目标及节省成本至关重要。 同时，能源转型不会孤立发生，需要跨行业、跨领域和跨国界合作，越南需要适宜解决方案并建立伙伴 关系，以推动能源转型进程。 （原标题：越南能源转型国际研讨会在胡志明市举办） 越通社11月6日报道，越南工贸部电力局能源信息与电力市场发展中心、胡志明市工贸局和亚太城 市能源协会11月5日在胡志明市联合举办越南能源转型国际研讨会，聚焦能效解决方案与电力市场机 制。 能源信息与电力市场发展中心副主任阮氏芳燕表示，直接购电协议（DPPA）和竞争电力批发市场 （ ...

Core Viewpoint - The National Energy Administration has issued guidelines to promote the integration of coal and renewable energy, focusing on green low-carbon development and technological innovation to enhance energy stability and facilitate the transition to a green economy [1][2]. Summary by Sections Main Tasks - Accelerate the development of photovoltaic and wind power industries in mining areas, utilizing land resources from subsided coal mining and promoting diverse business models such as "photovoltaic + agriculture" and "photovoltaic + aquaculture" while advancing wind power development [2] - Promote clean energy substitution in mining areas by accelerating electrification in production processes, promoting electric and hydrogen-powered mining vehicles, and establishing charging and energy storage stations while phasing out inefficient boilers [2] - Advance renewable energy heating and cooling solutions by utilizing geothermal energy, solar energy, and residual heat from mines, exploring multi-source heating and renewable energy cooling [2] - Innovate in green energy development and utilization by constructing smart microgrids in mining areas, facilitating green electricity direct connection and trading, and promoting energy-saving and carbon reduction projects [2] - Foster collaboration between the coal industry and renewable energy, supporting coal companies in transitioning to comprehensive energy service providers and encouraging joint ventures in coal power and renewable energy projects, as well as the application of carbon capture, utilization, and storage (CCUS) [2] - Strengthen technological innovation and talent cultivation, focusing on key technologies such as coal-renewable energy coupling power generation and mine energy storage, while training specialized interdisciplinary talents [2] - Enhance policy coordination and support by incorporating integrated development into the "14th Five-Year" energy plan and reinforcing the assurance of funding, finance, and grid access [2] Implementation Path - The National Energy Administration will strengthen industry coordination and improve the policy and standard system; provincial energy authorities need to detail measures and enhance guidance [3] - Coal enterprises, especially those part of high-quality development mechanisms, are required to develop implementation plans and create exemplary cases [3] - All relevant parties must strictly enforce safety production responsibilities, enhance project supervision, and promote the orderly advancement of integrated development [3]

Group 1 - Siemens Energy's global executive committee members visited China to strengthen international cooperation and support energy transition, attending multiple cooperation agreement signings at the 8th China International Import Expo [1] - Siemens Energy signed intention cooperation agreements with China Electric Power Construction Group and East China Survey and Design Institute, focusing on resource sharing in transformers, high-voltage switchgear, and related services to explore global markets [1] - The agreements signify a commitment to win-win cooperation and provide new opportunities for deep integration of Chinese enterprises with international partners in the global energy industry chain [1] Group 2 - China Energy Construction Group Tianjin Electric Power Construction Co., Ltd. signed contracts with Siemens Energy for two F-class gas turbine generator sets for a 1000MW combined cycle power plant project in Malaysia [2] - Siemens Energy will provide transformers and high-voltage switchgear for two key projects of China Energy Construction International Group, enhancing competitiveness in the renewable energy sector [2] - Huaneng Energy Transportation Industry Holding Co., Ltd. signed a procurement intention agreement with Siemens Energy for offshore booster station prefabricated cabin equipment, promoting clean energy development and industrial upgrading [2] Group 3 - CNOOC's Tianjin and Zhanjiang branches signed procurement agreements with Siemens Energy for gas turbine services and fuel control valve systems, enhancing operational reliability under varying conditions [3] - China Datang Group signed a strategic partnership framework agreement with Siemens Energy to jointly develop diverse energy markets, including gas power, green hydrogen, and wind power [3] - China Petroleum Engineering Construction Corporation signed a procurement agreement with Siemens Energy covering gas turbines, compressors, transformers, and related services, supporting innovation in the oil and gas sector [3]

Core Viewpoint - The forum highlighted the rapid development of new energy storage in China, emphasizing its role in promoting renewable energy consumption and ensuring reliable electricity supply, with significant investments driving the industry forward [1][2]. Group 1: New Energy Storage Development - As of September 2025, China's installed capacity of new energy storage is expected to exceed 100 million kilowatts, marking it as a crucial technology for building a new power system [1]. - Since the 14th Five-Year Plan, new energy storage has directly driven project investments exceeding 200 billion yuan and has stimulated over 1 trillion yuan in upstream and downstream investments [1]. - The National Energy Administration aims to support technological innovation in new energy storage and improve market mechanisms to foster high-quality development [1]. Group 2: International Cooperation and Market Expansion - Chinese energy storage companies are seizing market opportunities, leveraging advanced technology and supply chain advantages to expand internationally, contributing significantly to global energy transition and green development [2]. - The scale of trade in energy storage is continuously expanding, and China's position as a global supply chain hub for the energy storage industry is becoming increasingly prominent [2]. - The National Energy Administration plans to enhance international cooperation, support foreign enterprises in establishing R&D centers in China, and guide domestic companies in international investments [2].

Industry Investment Rating - The industry investment rating is "Outperform the Market" and is maintained [2] Core Viewpoints - The report highlights significant progress in nuclear power modularization and molten salt reactors, indicating a positive outlook for the nuclear power industry's continued growth [5] - China and the EU have submitted updated 2035 national contributions to the UN, reinforcing the momentum for global energy transition [5] - China aims for a 7%-10% reduction in greenhouse gas emissions by 2035, with a target of achieving over six times the total installed capacity of wind and solar power compared to 2020 [5] - The EU has set legally binding targets for greenhouse gas emissions reduction, aiming for at least a 55% reduction by 2030 and a 66.25%-72.5% reduction by 2035 [5] Summary by Relevant Sections Industry Overview - The closing index is at 10728.43, with a 52-week high of 10728.43 and a low of 6107.84 [2] Investment Highlights - The report emphasizes the importance of carbon markets in driving global energy transition, with China expanding its carbon trading market and focusing on various energy sources including nuclear, distributed solar, and offshore wind [6] - The report suggests that as carbon markets develop, the value of green energy is expected to rise, recommending investments in green energy companies such as New Tian Green Energy and JinkoSolar, as well as nuclear power companies like Shanghai Electric and Harbin Electric [7]

Core Points - The demolition of the cooling towers at Gundremmingen Nuclear Power Plant marks the end of Germany's nuclear energy era, which previously supplied a quarter of Bavaria's electricity [3] - Germany's decision to phase out nuclear energy was influenced by historical events, including the Chernobyl and Fukushima disasters, leading to significant public debate and opposition [5][6] - The transition away from nuclear energy has resulted in increased energy costs and reliance on imports, particularly from France and the Czech Republic, which still utilize nuclear power [6][8] Energy Policy and Economic Impact - Germany's energy policy has led to a significant increase in renewable energy generation, currently accounting for 59.4% to 62.7% of total energy production, but this is hampered by weather dependency and stability issues [8] - The high energy costs have prompted many German companies to relocate operations abroad, with notable investments from BASF in China and expansions by BMW and Volkswagen [8] - German households are facing a 31% increase in energy expenditures compared to 2021, reflecting the broader economic impact of the energy transition [8] International Relations and Trade - Germany's energy strategy has created contradictions, as it seeks to reduce reliance on stable energy sources while simultaneously importing nuclear-generated electricity from neighboring countries [6][11] - The country is experiencing a paradox in its "de-risking" strategy towards China, as it remains economically dependent on Chinese supply chains despite political rhetoric advocating for reduced reliance [13][14] - The internal discord within Germany's ruling coalition regarding foreign policy, particularly towards China, has led to inconsistent diplomatic actions, undermining the country's international standing [13][16]