Core Insights - Gansu Province has conducted a comprehensive survey of wind and solar energy resources, revealing significant increases in both theoretical and technical development capacities for these renewable energy sources [1][3][4] Group 1: Wind Energy Resources - The theoretical capacity for wind energy development in Gansu is now estimated at 1.074 billion kilowatts, an increase of 514 million kilowatts from previous assessments, with a technical capacity of 470 million kilowatts [1][3] - The survey has produced a high-resolution wind energy resource map and a database of development capacities, with a spatial resolution of 1 kilometer and a temporal resolution of 1 hour [3] Group 2: Solar Energy Resources - The theoretical capacity for solar energy development in Gansu is now estimated at 11.257 billion kilowatts, an increase of 1.757 billion kilowatts from previous assessments, with a technical capacity of 1.386 billion kilowatts [1][3] - The survey results will support scientific decision-making and efficient resource allocation in the development of new energy projects [4] Group 3: Strategic Importance - Gansu is recognized as a key modern energy production, storage, and export base in China, playing a crucial role in ensuring energy security for the central and eastern regions of the country [3] - The findings from the resource survey are expected to facilitate the large-scale, high-quality development of wind and solar power, contributing to China's carbon neutrality goals [3][4]

12月12日，碳中和ETF（159790）翻红上涨0.13%，持仓股特变电工涨超6%，德业股份涨超3%， 阿特斯涨超2%。 （责任编辑：张晓波 ） 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com 碳中和ETF（159790）是全市场规模最大的碳中和主题ETF基金。跟踪中证内地低碳经济主题指 数，聚焦电池、电力、光伏设备等低碳主题公司，受益于国家"3060"碳达峰、碳中和，相关新能源、节 能环保公司，业绩增长空间广阔。指数覆盖社会经济各领域与减碳相关的行业及企业，便于投资者精准 全面把握市场热点。 每日经济新闻 消息面，中央经济工作会议12月10日至12月11日在北京举行。会议指出，坚持"双碳"引领，推动全 面绿色转型。深入推进重点行业节能降碳改造。制定能源强国建设规划纲要，加快新型能源体系建设， 扩大绿电应用。加强全国碳排放权交易市场建设。实施固体废物综合治理行动，深入打好蓝天、碧水、 净土保卫战，强化新 ...

"宁波膜智信息科技有限公司"为势银（TrendBank）唯一工商注册实体及收款账户 势银年会： 2025势银氢燃年会（2026年1月6-8日，宁波） 点此报名 此次储能科技公司的成立，不仅彰显了龙头企业对氢能多元应用的前瞻性判断，更将为氢能与 储能的融合发展提供可复制的实践经验。随着技术迭代与项目落地加速，氢能储能有望成为下 一个万亿级赛道，而亿华通已凭借先发优势，抢占了这场新竞赛的关键席位 。氢能与储能技术 的融合发展，将助力国家 "碳达峰、碳中和"目标实现。 文章 来源：势银（TrendBank） 添加文末微信，加 燃料电池 群 近日， 北京亿华通科技股份有限公司出资 3 000 万元成立全资子公司北京亿华通储能科技有 限公司 。 资料显示， 北京亿华通储能科技有限公司 成立于 2 025 年 1 2 月 11 日，法定代表人为张国 强，注册资本 3 000 万人民币，公司位于北京市，经营范围包括：储能技术服务 ; 站用加氢及 储氢设施销售 ; 新兴能源技术研发 ; 新材料技术研发 ; 输配电及控制设备制造 ; 风电场相关装 备销售 ; 发电机及发电机组销售 ; 发电机及发电机组制造等。 新公司成立标志着 ...

Core Insights - Gansu Province has conducted a comprehensive survey of wind and solar energy resources, revealing significant increases in both theoretical and technical development capacities for renewable energy [1][2] Group 1: Wind Energy Resources - The theoretical capacity for wind energy development in Gansu is now 1.074 billion kilowatts, an increase of 514 million kilowatts from previous estimates, with a technical capacity of 470 million kilowatts [1] - The survey results provide a high-resolution resource map and database, crucial for future energy planning and project development [2] Group 2: Solar Energy Resources - The theoretical capacity for solar energy development in Gansu is now 11.257 billion kilowatts, an increase of 1.757 billion kilowatts from previous estimates, with a technical capacity of 1.386 billion kilowatts [1] - The comprehensive resource survey is expected to support the large-scale and high-quality development of solar energy projects [2] Group 3: Strategic Importance - Gansu is recognized as a key modern energy production, storage, and export base in China, playing a vital role in ensuring energy security for the central and eastern regions [1] - The province's "clean energy" exports have become a new brand, contributing to China's carbon neutrality goals [1][2]

Core Insights - The energy storage PCS market is entering a phase of "volume and price increase" as multiple provinces reach critical stages of project delivery and grid connection, leading to a trend of price increases due to extended production cycles [2][20] - The role of PCS is transforming from a simple energy conversion device to a key node in the intelligent grid, prompting companies to consider how to innovate and collaborate to become the core hub for value realization in the new power system [2][5] Market Dynamics - The energy storage PCS market is experiencing a significant shift in competition logic, moving from a focus on single device performance to a comprehensive endurance race that includes technological sophistication, system collaboration, supply chain resilience, brand influence, and global layout [20][21] - The industry is witnessing a transition from a policy-driven model to a market-driven value model, necessitating a rapid shift in business models from hardware sales to integrated solutions [23][24] Technological Innovations - Companies are emphasizing the need for hardware innovation and intelligent algorithm upgrades to enhance the interaction between energy storage and the grid, with a focus on achieving millisecond-level response times and multi-objective optimization capabilities [6][10] - The trend towards larger power capacities in energy storage PCS is evident, with centralized PCS power ratings increasing from 1.725MW to 2.5MW, and string PCS moving from 125kW–375kW to over 400kW [14][15] System Integration - The core competitiveness of energy storage PCS products is shifting from individual component performance to system integration capabilities, requiring deep collaboration with battery management systems (BMS) and energy management systems (EMS) [11][12] - Companies are developing customized solutions that leverage a deep understanding of grid scheduling rules and market mechanisms to enhance system performance and reduce integration complexity [11][12][18] Future Trends - The growth of string architecture is expected to dominate large-scale energy storage, with its unique advantages in system management and efficiency [17][18] - The mainstream trends for energy storage PCS technology by 2025 include the large-scale application of grid-constructing technology, increased power capacity, and the integration of AC and DC systems [18][19]

Core Viewpoint - The document outlines the recommendations from the Shaanxi Provincial Committee of the Communist Party of China regarding the 15th Five-Year Plan, emphasizing the focus on developing the real economy and establishing modern industrial clusters in energy, advanced manufacturing, and strategic emerging industries. Group 1: Economic Development Strategy - The focus is on strengthening and optimizing the modern energy industry cluster by maintaining stability in energy production while transitioning fossil energy usage towards chemical raw materials and increasing the share of clean energy [1] - The plan includes accelerating oil and gas resource exploration and development, with a target of constructing a 10 million tons/year refining and chemical integration project in Yan'an [1] Group 2: Strategic Emerging Industries - The recommendations highlight the need to cultivate and expand strategic emerging industries, particularly in fields such as photonics, hydrogen energy, additive manufacturing, and biomanufacturing [1] - The strategy aims to optimize regional economic layout by establishing innovation demonstration zones and modern energy economic demonstration areas [1] Group 3: Carbon Neutrality Goals - The document emphasizes the importance of achieving carbon peak and implementing a dual control system for total carbon emissions and intensity [2] - It advocates for the construction of zero-carbon factories and parks, promoting clean and efficient coal utilization and the green transformation of energy consumption [2]

"1.4万亿斤到1.5万亿斤，多出的1000亿斤粮食必须依靠科技力量！"针对"十五五"规划建议中的粮 食产能提升目标，新洋丰农业科技股份有限公司执行总裁杨磊如是说。近日，中国经济网记者就"十五 五"规划建议中提出的"千亿斤粮食产能提升行动""发展壮大民营经济"等话题专访了新洋丰执行总裁杨 磊。 中国经济网："十五五"规划建议中明确提出"加力实施新一轮千亿斤粮食产能提升行动，增强粮食 等重要农产品供给保障能力"。也就是说我们的粮食产量要从1.4万亿斤增加到1.5万亿斤，作为重要农资 企业，新洋丰未来将为我们粮食增产要做出哪些努力？在科技和产品创新方面有哪些布局和举措？ 杨磊：粮食安全是"国之大者"，从1.4万亿斤迈向1.5万亿斤，这新增的千亿斤产能，必须依靠科技 的力量。作为磷复肥行业龙头，新洋丰在"十五五"期间将着力推进由传统的"肥料制造商"转型为"作物 营养解决方案提供者"，通过"产品+服务"双核驱动，为粮食增产保驾护航。 在产品与服务创新上，我们重点做好两件事： 第一，以科技创新为引擎，推动产品从"用肥多"向"用肥精"跨越。我们深知，未来的增产不能再依 赖化肥的过量投入，而要靠利用率的提升和土壤健康的恢复 ...

做大做强煤炭等能源交易平台。 近日，《中共陕西省委关于制定国民经济和社会发展第十五个五年规划的建议》发布。其中提出，将做 强做优现代能源产业集群。具体来看，坚持"稳控转"，稳住能源生产基本盘，推动化石能源利用更多向 化工原料转变、能源供给更多向清洁能源转变、能源资本运作更多向培育非能产业转变。协同推进煤炭 优质产能释放和落后低效产能淘汰，加快油气资源勘探开发和增储上产。加快建设新型能源体系，完善 以清洁高效煤电为支撑的转换利用体系，统筹推进新能源供给比重提高、就地消纳和外送。着力构建新 型电力系统，大力发展新型储能，加快智能电网和微电网建设，加强陕甘青等跨省电力互济工程谋划和 建设。锚定高端化多元化低碳化方向，加快延安1000万吨/年炼化一体化、国能榆林循环经济煤炭综合 利用等项目建设，建设全国一流高端化工新材料产业基地。 优化省内能源通道布局，加力建设新型能源基础设施。 积极稳妥推进和实现碳达峰。落实碳排放总量和强度双控制度。坚决遏制"两高"项目盲目发展。深入实 施节能降碳改造，建设一批零碳工厂和园区。加快煤炭清洁高效利用和减量替代，推动能源消费绿色化 低碳化。示范推广二氧化碳捕集、封存与利用。推动煤炭和石 ...

12月8日，笔者从国网江苏省电力有限公司了解到，江苏新能源发展迅速，今年以来，分布式光伏新增 装机量已超1650万千瓦，总装机容量已达6221万千瓦，两项指标均居全国首位，这也意味着该省能源结 构绿色转型步伐持续加快。 "江苏是制造业强省，电力需求旺、消纳能力强。分布式光伏'自发自用、余电上网'的特性，正好可以 匹配广大企业巨大的白昼用电需求，既能降低企业用电成本，又能实现绿色电能就近高效消纳。"国网 江苏电力经济技术研究院能源研究所所长谢珍建表示。 党的二十届四中全会明确提出，要加快建设新型能源体系，积极稳妥推进和实现碳达峰。在这一背景 下，江苏省新能源建设不断提速。截至今年11月底，该省新能源装机总量已超1.1亿千瓦，其中，分布 式光伏占比约72%，成为能源结构调整的重要推动力。 发展分布式光伏，江苏优势明显。除了光照充足，规模庞大的工业园区厂房、商业建筑、公共机构屋 顶，以及超过3400万栋农村民居也为分布式光伏的"贴身"安装提供了广阔的空间载体。 "十四五"期间，江苏分布式光伏从不足800万千瓦，到如今超过6220万千瓦，年均增量超千万千瓦。为 了保障其并网消纳，江苏电力加快建设新型电力系统，并通过提 ...

中国工程院院士、南方电网公司专家委员会名誉主任委员李立浧表示，如果真正到2060年达到碳达峰， 介时利用电力电子装备新技术，我国能构建自己的新能源同步电网。 自动播放 ...