Company Overview - Zhejiang Anji Zhidian Holdings Co., Ltd. (NASDAQ: NAAS), known as Nengchain Zhidian, is a leading provider of new energy asset operation solutions based in Anji, Zhejiang, which is the birthplace of the "Green Mountains and Clear Water are Invaluable Assets" philosophy [2] - The company utilizes self-developed AI algorithms to analyze charging demand and station resource allocation, achieving precise and intelligent matching of charging supply and demand [2] - Nengchain Zhidian aims to provide a one-stop service for electric vehicle owners, enhancing the charging experience while offering operational optimization solutions for charging stations and operators to improve efficiency and profitability [2] Vision and ESG Commitment - The company's vision is to "enable everyone to use green energy," focusing on enhancing the stability and efficiency of the global transportation energy network [2] - Nengchain Zhidian actively practices ESG principles, contributing to the national "dual carbon" goals while continuously releasing social value, with a target of achieving a carbon reduction of 3.22 million tons from electric vehicle charging by 2024 [2] Carbon Account Initiative - In 2022, Nengchain Zhidian launched a carbon account feature for electric vehicle owners, surpassing 1 million users by December 2024 [3] - This carbon account mechanism aims to systematically address structural contradictions in climate change governance by creating a closed-loop system that quantifies behavior, transforms value, circulates in the market, and feeds back into revenue [3] - According to the company's methodology, charging an electric vehicle can effectively reduce carbon emissions by 0.5 kg to 0.8 kg per kilowatt-hour, with carbon credits generated at a 1:1 ratio for users [3] Collaboration with Local Governments - Nengchain Zhidian has integrated with multiple carbon benefit service platforms led by local governments, expanding the coverage of new energy charging services and engaging the public in carbon reduction activities [4] - In December 2024, the company completed the first carbon benefit emission reduction issuance in the domestic electric vehicle charging service industry in Wuhan, with a total of 1,962 tons of carbon reduction certified [4] - This certification marks a significant step in the trading and monetization of carbon reduction from electric vehicle charging, showcasing a replicable model for green low-carbon transformation in the transportation energy sector [4]

9月22日，在临汾供电公司新建成的再生资源绿色循环中心，一批废旧开关柜、电缆线正经由专业设备实现精细化拆解和分类。全 副武装的操作人员熟练操作拆解平台和剥线机，将铜、铝等有价值材料高效分离、回收利用。这里没有轰鸣的噪音和飞扬的粉尘，取 而代之的是安静、清洁、规范的作业场景——这座全省首个由供电企业自主运营的拆解中心，正以实际行动将"退役设备"转化为"绿色 资源"，走出了一条电网循环经济发展的新路径。 4月10日，山西临汾供电公司正式获得电力设施拆解作业资质，成为山西省内首家具备该资质的市级供电企业。标志着临汾公司在 退役电力设备绿色循环利用方面实现重要突破，也为全省电力行业探索资源集约化、低碳化发展路径树立了新标杆。 随着电网升级改造进程加快，大量电力设备陆续退役，如何实现环保、高效、资源化处置，成为该公司面临的一项重要课题。以 往简单破碎、填埋或粗放式回收的方式，不仅存在环境污染隐患，也造成资源严重浪费。临汾公司积极响应国家"双碳"战略，率先布 局退役设备绿色拆解领域，成功打通资质、设备、人才、运营全链条，实现退役电网资产从"退役"到"再生"的闭环管理。 "资质的取得，意味着我们有了对退役电网资产进行专业化 ...

中新网北京9月24日电 (记者 胡默达)第十七届中国(北京)国际工程机械、建材机械及矿山机械展览会 (BICES2025)23日在中国国际展览中心顺义馆启幕，一众高端化、智慧化、绿色化新产品及配套服务亮 相，展示出中国工程机械市场向高、向智、向绿发展的趋势。 第十七届中国(北京)国际工程机械、建材机械及矿山机械展览会(BICES2025)23日启幕。图为民众在徐 工集团展台内参观动力、电控等核心配套件。 中新社记者 胡默达 摄 "今年是卡特彼勒进入中国50周年。50年来，中国始终是卡特彼勒全球市场的最重要组成部分之一。未 来，我们将继续深耕中国市场。"卡特彼勒公司全球高级副总裁杨程建说，面对新需求，该企业根据中 国客户的反馈，新设计推出Cat3101百吨级超大型液压挖掘机，在节约能耗的同时，专为大方量煤矿工 程制造，海拔高度4500米时依然能保持满功率输出作业。 国内参展商方面，三一集团展出SW956E系列无人智能驾驶与远程遥控产品，徐工集团推出全系列新能 源主机产品。两家国内头部企业均着眼于构建覆盖全产业链条的完整技术生态，为多场景作业提供一站 式解决方案。三一集团大客户经理刘亚飞说，以人工智能为引领的数字 ...

文 | 国家能源局 9月2 4日，国家能源局局长王宏志《以更大力度推动我国新能源高质量发展》在《学习日 报》发布。其中提到： 党的十八大以来，我国新能源产业通过规模跃升和开放竞争，持续推动技术创新和产品迭 代，实现成本快速下降， 陆上风电累计降本6 0%以上，光伏发电累计降本8 0%以上， 当 前新能源平均度电成本已比煤电低三成，用电集中的午高峰成为电价低谷。 2 0 24 年 全 国 新 能 源 重 点 项 目 完 成 投 资 额 约 1.2 万 亿 元 ， 占 电 力 领 域 重 点 项 目 投 资 超 过 5 0%，占全国固定资产投资超过2%。在部分资源优异省区，新能源发电及装备制造贡献 了全省（区）2 0%以上固定资产投资。 在新能源快速发展的推动下， 新一代煤电、抽水蓄能、新型储能等多元调节存储技术快 速发展。 面向新形势新需要， 新能源的发展方式正加速向集成应用升级，各类新技术、新模式、 新业态蓬勃涌现， 助力增强新能源资源配置能力和利用效率，提升新能源就近就地消纳 水平，具体表现在： 一是多能融合，以绿电制氢氨醇为代表的多能转换技术正加速探索与示范应用，气 电掺氢、煤电掺氨，以及化工、交通、冶金 ...

作为首个以绿色低碳高质量发展为主题的区域战略，山东正推动绿色转型从政策文本深入产业实践。在 此进程中，绿色金融成为关键支撑。 为此，齐鲁银行东营分行组建绿色金融专班，深入现场摸清地热能开发技术特点与资金需求，通过优化 流程、数字化风控加速放款，确保项目在2024年供暖季如期投用，让绿色供暖惠及居民。 除了聚焦农业与民生领域，齐鲁银行还进一步拓宽服务边界，推出多样化绿色金融产品。面向高耗能企 业减排需求打造"低碳益贷"，为新能源产业发展设计"能效益贷"，还将绿色服务延伸至个人消费端，推 出绿色按揭、新能源汽车分期等业务。 这些产品从产业转型到民生消费层层覆盖，让绿色金融真正扎根齐鲁大地、贴合本土转型需求。 依托国家"双碳"战略与金融"五篇大文章"部署，山东通过多元机制引导金融资源向绿色领域集聚，截至 2024年末，全省绿色贷款余额达2.2万亿元，同比增速超30%，为产业转型注入强劲动能。 扎根本土的齐鲁银行，深刻洞察山东绿色转型的共性需求与个性难题，不断将绿色理念转化为可操作的 金融方案，从精准对接产业需求、打造本土特色方案，到构建完整生态体系，以金融活水精准滴灌齐鲁 绿色实践。 精准服务力，"贷"活产业民生双 ...

Core Viewpoint - The photovoltaic industry is experiencing explosive growth driven by the increasing global demand for renewable energy, which in turn is expanding the market for busbar welding machines in China, projected to reach 776 million yuan in 2024, a year-on-year increase of 14.79% [1][5]. Industry Overview - Busbar welding machines are efficient electronic welding devices primarily used in the production of photovoltaic panels, welding busbars onto solar cells through high-frequency current to create strong joints in a short time [2]. - The industry is categorized into fully automatic and semi-automatic busbar welding machines based on automation levels [2]. Industry Value Chain - The upstream of the busbar welding machine industry includes materials like copper and tin, as well as electronic components such as electromagnetic induction heating modules and high-precision sensors [2]. - The midstream involves the manufacturing of busbar welding machines, while the downstream applications span photovoltaic, wiring, cabling, and electronic components [2]. Market Size - The busbar welding machine market in China is projected to reach 776 million yuan in 2024, with a growth rate of 14.79% driven by the acceleration of global energy transition and the surge in photovoltaic installations [1][5]. - Technological advancements, such as AI visual correction with precision of 0.1mm and a 30% reduction in energy consumption for electromagnetic induction heating modules, support efficient production of photovoltaic components [1][5]. Key Companies' Performance - The industry shows a clear competitive landscape with high concentration, where leading companies dominate the market. For instance, Ningxia Xiaoniu Automation Equipment Co., Ltd. is a key player with a strong product lineup including busbar welding machines [6]. - Wuxi Xian Dao Intelligent Equipment Co., Ltd. reported a revenue of 6.61 billion yuan in the first half of 2025, marking a year-on-year increase of 14.92%, with a net profit of 740 million yuan, up 61.19% [8]. Industry Development Trends 1. Customization is increasingly prominent, driving technological upgrades to meet diverse market demands, such as the need for different sizes and materials of busbars [9]. 2. Environmental and energy-saving policies are pushing the industry towards green technology, with standards like a 30% reduction in energy consumption becoming common [10]. 3. The "Belt and Road" initiative is enhancing the global layout of Chinese busbar welding machine companies, with significant international market opportunities and a global market share exceeding 95% for some companies [10].

Core Viewpoint - The article emphasizes the importance of developing renewable energy in China to improve energy structure, ensure energy security, and promote ecological civilization, while addressing challenges such as high demand pressure and the need for a green transition [2][3]. Group 1: Achievements and Current Status - China has built the world's largest and fastest-growing renewable energy system, with total installed capacity of wind and solar power exceeding 1.69 billion kilowatts, which is more than three times the capacity at the end of the 13th Five-Year Plan [3]. - Renewable energy has contributed to 80% of the new power installations since the beginning of the 14th Five-Year Plan, with non-fossil energy consumption increasing by approximately 1 percentage point annually [3][4]. Group 2: Economic Impact - The renewable energy sector has created significant investment and job opportunities, with an estimated investment of about 1.2 trillion yuan in key projects in 2024, accounting for over 50% of investment in the power sector [5]. - In regions with abundant resources, renewable energy generation and equipment manufacturing contribute over 20% of fixed asset investment [5]. Group 3: Technological Advancements - The cost of renewable energy has significantly decreased, with onshore wind power costs dropping by over 60% and solar power costs by 80%, making renewable energy 30% cheaper than coal power [4][5]. - New technologies and models are emerging, enhancing the efficiency and integration of renewable energy systems, such as multi-energy integration and virtual power plants [9][10]. Group 4: Future Development Strategies - The article outlines a focus on expanding renewable energy supply and enhancing its utilization, with plans for large-scale wind and solar bases and promoting non-electric uses of renewable energy [12][13]. - Emphasis is placed on market-driven approaches to transition from resource-oriented to benefit-oriented development, with over half of renewable energy pricing determined by the market [10][11]. Group 5: Policy and Collaborative Efforts - The article stresses the need for coordinated policies to support the transition to renewable energy, ensuring a balance between energy supply structure adjustments and consumption changes [13]. - International cooperation in renewable energy is highlighted as a key area for China to enhance its global leadership in addressing climate change [6].

以更大力度推动我国新能源高质量发展 国家能源局局长王宏志 发展新能源，是改善能源结构、保障能源安全、推进生态文明建设的重要任务。习近平总书记强调，党的十八大以来，我国新 型能源体系加快构建，能源保障基础不断夯实，为经济社会发展提供了有力支撑。同时也要看到，我国能源发展仍面临需求压 力巨大、供给制约较多、绿色低碳转型任务艰巨等一系列挑战。应对这些挑战，出路就是大力发展新能源。要统筹好新能源发 展和国家能源安全，坚持规划先行、加强顶层设计、搞好统筹兼顾，注意处理好新能源与传统能源、全局与局部、政府与市 场、能源开发与节约利用等关系，推动新能源高质量发展。习近平总书记的重要讲话和重要指示，为保障我国能源安全、推动 能源转型和加快新能源发展指明了前进方向、提供了根本遵循。国家能源局党组坚持以习近平新时代中国特色社会主义思想为 指导，深入学习贯彻党的二十大和二十届二中、三中全会精神，深入践行能源安全新战略，推动新能源更大规模、更高质量发 展，为中国式现代化建设提供安全可靠的能源保障，为共建清洁美丽的世界作出更大贡献。 我国新能源发展取得历史性成就、实现历史性变革 习近平总书记指出，中国构建了全球最大、发展最快的可再生能 ...

转自：北京日报客户端 新能源是经济社会发展的新动能。新能源是构建现代化产业体系的重要部分，创造了大量投资和就业机 会。2024年全国新能源重点项目完成投资额约1.2万亿元，占电力领域重点项目投资超过50%，占全国 固定资产投资超过2%。在部分资源优异省区，新能源发电及装备制造贡献了全省（区）20%以上固定 资产投资。在新能源快速发展的推动下，新一代煤电、抽水蓄能、新型储能等多元调节存储技术快速发 展，特高压柔性直流输电技术创新应用，电网基础设施智能化改造和智能微电网建设加快，新质生产力 不断涌现。 新能源是引领国际合作的新引擎。我国新能源产业在开放竞争中练就了真本事，产业链全球最大最完 整，设备研制技术全球领先，不仅丰富了全球供给，也为国际社会应对气候变化和全球能源绿色转型作 出巨大贡献。我国生产的风电光伏产品2024年为全球减少二氧化碳排放约26.5亿吨。近期全球清洁能源 供应链受到干扰，国际社会对我国填补全球气候领导力寄予更多期待，新能源已成为我国重塑全球能源 治理格局、引领可再生能源合作体系构建的重要抓手。 总的来看，我国新能源实现从小到大、由大到强的跨越式发展，已成为保障国家能源安全的重要力量， 推动 ...

● 本报记者林倩 从铸造铝合金期货及期权，再到胶版印刷纸期货及期权，从"中国氢价指数体系"，再到"中国绿氢价格 指数"……上海期货交易所正把"双碳"战略转化为市场语言，切实助力产业绿色低碳转型。 在业内人士看来，上期所通过积极研发布局新品种、推出价格指数、加强国际交流和合作，充分发挥价 格发现与风险管理功能，引导产业资源加速向低碳领域集聚，扎实做好金融"五篇大文章"，为实体经济 高质量发展注入持续动能。 积极研发布局绿色品种 多年来，上期所积极研发布局绿色品种，包括铸造铝合金期货及期权、胶版印刷纸期货及期权等，助力 产业绿色低碳转型。 中国纸业投资有限公司总经理严肃表示，在产业全力推进绿色低碳技术改造和应用的进程中，有效管理 原材料成本与产品价格波动风险，提升资源配置效率和经营稳定性是一个非常重要的课题。胶版印刷纸 期货及期权为企业提供了管理价格风险的工具，增强企业经营韧性。 后续，越来越多的绿色品种有望相继上市。据上期所相关负责人透露，上期所目前正在加快推进液化天 然气期货及期权、瓦楞原纸期货及期权的研发上市工作，聚焦服务"双碳"和绿色发展战略目标。 发布并完善"中国氢价指数体系" 除了研发绿色品种，上期所 ...