马来西亚在建最大单体光伏项目 LSS5 BSSB光伏发电项目 项目位于马来西亚雪兰莪州瓜拉雪兰莪县贝斯里再也区域，涵盖三大地块，总占地约437公顷。项目工程内容包括建设一座装机容量为 300MWac/459.27MWp的光伏电站及配套275kV升压站和输电线路的设计、采购、施工、调试及完工服务等EPC总承包工作，总工期约20个月，预计在 2027年7月1日前实现商业运营。 全面开工 全面开工 当地时间2月10日 中国能建江苏院总承包的 马来西亚在建最大单体光伏项目 LSS5 BSSB光伏发电项目 项目建成后，年发电量超6.4亿千瓦时，相当于每年可节约标准煤约20万吨，减少二氧化碳排放约10万吨，对缓解雪兰莪地区高峰用电压力、提升供电可 靠性、推动马来西亚能源结构转型具有重要意义。 当地时间2月10日 中国能建江苏院总承包的 项目位于马来西亚雪兰莪州瓜拉雪兰莪县贝斯里再也区域，涵盖三大地块，总占地约437公顷。项目工程内容包括建设一座装机容量为 300MWac/459.27MWp的光伏电站及配套275kV升压站和输电线路的设计、采购、施工、调试及完工服务等EPC总承包工作，总工期约20个月，预计在 2027年7 ...

辽宁徐大堡核电1号机组核岛钢制安全壳顶封头顺利吊装就位 。 2月10日，中核集团旗下中国核电投资控股的辽宁徐大堡核电1号机组核岛钢制安全壳顶封头顺利吊装就位，标志着该机组建设从土建 施工全面转入安装阶段。 来源：中核集团微信公众号 End 欢迎分享给你的朋友！ 出品 | 中国能源报（c ne ne rgy） 编辑丨赵方婷 徐大堡核电项目规划建设6台百万千瓦级压水堆核电机组，一次规划、分期建设。6台机组总装机容量超过760万千瓦。项目全部建成 后，每年可提供近540亿千瓦时的清洁能源，年节约标准燃煤1 920万吨，年减排二氧化碳56 70万吨，相当于36万公顷森林1年的吸收 量。 顶封头位于核岛顶部，是钢制安全壳最后一个大型模块，由64块弧形钢板拼装、焊接而成，整体呈半椭球形结构，其内径近40米，总 高度超11米。为确保工程质量全面可控，辽宁核电协同各参建单位统筹规划、精心组织，发挥模块化建造优势，于吊装前完成了消防喷 淋、临时通风、空气扰流等多系统和设备安装，大幅减少了核岛内后续施工量，有效提升施工效率、降低安装风险。 吊装当天，随着风速测量符合标准，吊车缓缓将820余吨重的顶封头吊离地面，经过起钩、提升、变 ...

"十四五"以来，吉林省清洁能源发展实现历史性跨越，全省新能源装机占比突破50%，超越火电成为第 一大电源。"十四五"期间，吉林省风光发电量达423.5亿千瓦时，较"十三五"时期实现翻番。 "十四五"以来，吉林省提出"绿电+消纳"发展模式，以增量配电网模式、自带负荷（风火打捆）模式、 新能源直供模式和孤网运行模式来拓展绿电消纳空间。2025年12月，"青氢一号"中能建松原氢能产业园 绿色氢氨醇一体化项目正式投产。"该项目采用100%绿电直供技术，通过自主研发的柔性制氢氨醇系 统，破解了新能源波动性与化工生产连续性的难题。"中国能建氢能公司党委书记、董事长李京光介 绍。 "十四五"期间，吉林电网建设投资较"十三五"增长24.52%。2025年，"吉京直流"特高压直流工程顺利完 成可研和内审工作，标志着吉林首条特高压外送通道建设进入实质阶段。工程建成后，将大幅提升清洁 能源外送能力，助力打造国家级清洁能源基地。（马洪超） 责任编辑：于彤彤 为保障大规模新能源消纳，吉林省相继投产多项500千伏关键工程，使省内西部新能源接纳能力由916万 千瓦跃升至"十四五"末的3000万千瓦，有力保障国家首批"沙戈荒"基地建设。国网 ...

Core Insights - The article highlights the continuous optimization of China's industrial and energy structure, driven by tax policies that promote green and low-carbon industries, resulting in significant growth in sales revenue for key green products and services [1][2] Group 1: Green Industry Growth - During the "14th Five-Year Plan" period, the sales revenue of key green manufacturing sectors such as new energy vehicles, photovoltaic equipment, lithium-ion batteries, and solar appliances is expected to grow at an annual rate of over 30% [1] - The sales revenue of green technology services, including new energy, energy-saving, and environmental protection, is projected to grow annually by 51.1%, 28.5%, and 18.2% respectively, while ecological protection and environmental governance industries will see an annual growth of 13.2% [1] Group 2: Clean Energy Development - By 2025, the sales revenue from clean energy sources, including wind, solar, hydro, and nuclear power, is anticipated to account for 42.6% of total power generation sales revenue, an increase of 7.2 percentage points from the end of the "13th Five-Year Plan" [1] - The sales revenue from wind and solar power generation is expected to grow at an annual rate of 25.4% during the "14th Five-Year Plan" period [1] Group 3: Environmental Tax Policies - Since the implementation of the environmental protection tax in 2018, a total of 111.06 billion yuan in tax reductions has been granted, promoting centralized treatment and improving pollution control efficiency [2] - By 2025, the revenue from environmental taxes on key air pollutants such as sulfur dioxide and nitrogen oxides is projected to decrease by 33.8% and 34.03% respectively compared to 2020 [2] Group 4: Water Resource Management - The pilot program for converting water resource fees to taxes has shown positive results, with a projected reduction of 7.1% in groundwater extraction in new pilot areas by 2025 [2] - Special water usage for golf courses, ski resorts, car washes, and bathing facilities is expected to decline by 34.3% compared to 2024 [2]

记者从中国科学院地质与地球物理研究所获悉，该研究所刘传周和吴福元领衔的研究团队在青藏高原的 蛇绿岩中，首次发现了封存于微观包裹体内的天然氢气。这一发现不仅填补了国内该领域的研究空白， 也为我国寻找下一代清洁能源指明了新的地质方向。相关成果近日在国际学术期刊《科学通报》发表。 寻找和利用清洁能源是推动能源转型、应对气候变化的核心路径。其中，地质成因的天然氢气因具 备"零碳排、低成本"的潜力，已成为全球能源竞争的新焦点。该研究的关键证据，来自保存在地幔橄榄 石矿物中、仅微米大小的流体包裹体。通过精密仪器分析，科学家在这些包裹体中检测到了氢气与甲 烷，并发现它们与典型的蛇纹石化蚀变矿物共生。这直接证明，青藏高原地下正在发生或已经发生"蛇 纹石化"产氢过程——这是地球上最重要的天然氢气生成机制。 研究进一步揭示，这些深部包裹体并非孤立的微观现象。通过系统对比全球数据，科学家首次建立起深 部包裹体氢气组成与地表氢气释放通量之间的定量关联，明确了此类包裹体是地表氢气的重要初始来 源。这一发现，完整勾勒出天然氢气从深部生成、迁移到近地表聚集的"源—汇"传输路径，为资源预测 与勘探提供了关键的科学依据。 基于以上认识，研究团 ...

Core Viewpoint - GCL-Poly Energy Technology Co., Ltd. experienced a stock price decline of 4.37% on February 10, with a current price of 12.69 CNY per share and a total market capitalization of 20.6 billion CNY [1] Group 1: Stock Performance - Year-to-date, GCL-Poly's stock price has increased by 27.54%, with a 5-day increase of 17.94%, a 20-day increase of 18.49%, and a 60-day increase of 15.36% [1] - The company has appeared on the stock market's "龙虎榜" once this year, with the most recent appearance on February 9 [1] Group 2: Financial Performance - For the period from January to September 2025, GCL-Poly achieved a revenue of 7.935 billion CNY, representing a year-on-year growth of 5.07%, and a net profit attributable to shareholders of 762 million CNY, reflecting a year-on-year increase of 25.78% [2] - Cumulatively, the company has distributed 1.226 billion CNY in dividends since its A-share listing, with 671 million CNY distributed over the past three years [3] Group 3: Shareholder Information - As of September 30, 2025, GCL-Poly had 78,000 shareholders, a decrease of 15.41% from the previous period, with an average of 20,802 circulating shares per shareholder, an increase of 18.21% [2] - The top ten circulating shareholders include Hong Kong Central Clearing Limited and Guangfa Balanced Preferred Mixed A, with the latter being a new shareholder [3]

Core Viewpoint - LNG is recognized as a clean energy source that effectively reduces automotive exhaust pollutants and greenhouse gas emissions, leading to increased demand for clean energy vehicles, particularly heavy-duty trucks that utilize LNG due to its high storage density and long range [1][7]. LNG Cylinder Industry Overview - LNG vehicle cylinders are high-vacuum insulated containers specifically designed for storing liquefied natural gas (LNG) as fuel, featuring a double-layer structure that minimizes external heat impact [3][4]. - The industry has experienced a decline in sales from 2020 to 2022 due to a drop in heavy-duty truck sales, exacerbated by the pandemic's impact on factory operations and logistics [1][8]. Market Demand and Growth - In 2023, the LNG vehicle cylinder industry in China saw a significant sales increase of 292.7% year-on-year, driven by the advantages of oil and gas price differentials and supportive policies [1][8]. - The industry is projected to continue growing, with sales expected to reach 250,300 units by 2025, reflecting an 8.8% year-on-year increase [1][8]. Industry Chain and Raw Materials - The upstream materials for LNG vehicle cylinders include steel, aluminum alloys, and other insulation materials, which are crucial for safety, manufacturing costs, and supply stability [4][6]. - The production of stainless steel, a key material for LNG cylinders, has shown a recovery trend, with production expected to reach 39.44 million tons in 2024, marking a 7.5% year-on-year increase [6]. Competitive Landscape - The LNG vehicle cylinder industry features a diverse competitive landscape, with leading companies leveraging full industry chain advantages and resource integration to maintain market dominance [9][12]. - Key players include Zhangjiagang Furui Special Equipment Co., Ltd., CIMC Enric Holdings Limited, and Beijing Jingcheng Machinery Electric Company, among others [9][10]. Industry Development Trends - The industry is focusing on lightweight and intelligent designs, utilizing new composite materials and IoT technology for real-time monitoring and predictive maintenance [11][12]. - The demand for LNG vehicle cylinders is expected to expand due to increasing global emphasis on environmental protection and the replacement of older LNG vehicles [11][12]. - The industry is anticipated to undergo consolidation, with stricter regulations raising entry barriers, favoring larger companies with comprehensive product certifications [12].

Bloomberg估计，市场正在经历供应与需求的微妙平衡，补贴减少和消费者价格敏感度增加，预计中国新能源汽车销 量将在2026年放缓至10%的增长，增速较2025年有所下滑。 《半岛经济报告》也认为，政府补贴减少，消费者对价格变得更加敏感，市场需求增长的动力基础正在削弱。 【环球网财经综合报道】商务部日前召开汽车企业座谈会，研究汽车流通消费有关工作。2026年，我国将优化实施汽 车以旧换新，开展汽车流通消费改革试点，完善行业管理制度，多措并举推动汽车消费扩容提质。 根据中国汽车制造商协会此前公布数据，2025年纯电动车和插电式混合电动车销量将达到约1300万辆，创下历史新 高；而燃油车销售则下降13%，至约1230万辆，为15年来最低。 对此，半岛电视台近日发文称，中国电动汽车销量首次超越传统燃油车，显示出向清洁能源的快速过渡，以及中国在 全球电动汽车市场的稳固地位。 ...

当前，世界地缘政治格局正经历剧变，保障能源供应链的稳定与安全成为欧洲各国的战略重点。北海是 连接北欧、西欧与英国的战略海域：向东连接德国、丹麦等制造业密集的工业重镇，向西对接英国等能 源消费需求旺盛的经济体，向北延伸至挪威等能源供给潜力大的区域，天然形成"生产—传输—消费"链 条。北海海域风力资源稳定、可预测性强，周边国家用电负荷高、消纳能力强，输电成本相对可控，加 之跨多国边界，具备规模化、跨国协同开发的现实条件。北海由此成为欧洲撬动未来能源体系的重要战 略支点。 也有分析指出，欧洲海上风电发展项目投资规模大、周期长，同时面临供应链紧张、原材料成本上涨、 技术瓶颈等难题，而相关国家国情不一，政治博弈、地方民意及环保争议都可能影响项目后续推进。欧 洲工会联盟秘书长朱迪思·柯顿·达琳表示，欧洲谋求加快能源自主步伐仍需各国确保构建长期稳定的政 策环境、出台强有力的产业支持政策，以及提供可持续的投资保障等。 作为能源消耗大国，德国对北海风电发展寄予厚望。德国告别煤炭与核能后，绿电缺口给化工、汽车等 支柱产业带来巨大成本压力，能源价格高企制约了制造业竞争力。德国与丹麦联合推进的博恩霍尔姆岛 能源项目成为一大亮点。这一 ...

Group 1 - The core viewpoint of the articles highlights the continuous optimization of China's industrial and energy structure, driven by tax policies that promote green and low-carbon industries [1][2] - During the "14th Five-Year Plan" period, key green product manufacturing industries such as new energy vehicles, photovoltaic equipment, and lithium-ion batteries have seen annual sales revenue growth rates exceeding 30% [1] - The sales revenue of green technology services, including new energy, energy-saving, and environmental protection, has grown annually by 51.1%, 28.5%, and 18.2% respectively, supporting the green transition [1] Group 2 - The proportion of clean energy is steadily increasing, with sales revenue from clean energy sources expected to account for 42.6% of total power generation revenue by 2025, an increase of 7.2 percentage points from the end of the "13th Five-Year Plan" [1] - The annual sales revenue growth for wind and solar power during the "14th Five-Year Plan" period is projected to be 25.4% [1] - Since the implementation of the environmental protection tax in 2018, a total of 111.06 billion yuan in tax reductions has been granted, promoting pollution control and clean production [2]