11月24日，内蒙古自治区党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， 如期打赢"三北"工程攻坚战。高质量建设黄河"几字弯"绿化带、淤地坝、光伏治沙带、沙漠锁边林草 带"四道防线"，推进毛乌素沙地歼灭战。 光伏治沙的"板上发电、板下修复"模式能实现生态与经济双赢。这类兼具新能源运营和沙化土地治理能 力的企业，在内蒙古光伏治沙带建设中，既能获得新能源发电收益，还可能享受生态治理专项补贴，盈 利确定性较强。 2025年11月24日，午后A股三大指数集体翻红，光伏ETF华夏（515370）上涨0.23%，持仓股微导纳 米、阿特斯、德业股份涨超3%。 光伏ETF华夏（515370）跟踪中证光伏产业指数，涉及光伏产业链上、中、下游企业，包括硅片、多晶 硅、电池片、电缆、光伏玻璃、电池组件、逆变器、光伏支架和光伏电站等，能够更好的反映光伏产业 整体表现。 （文章来源：每日经济新闻） ...

Core Insights - Inner Mongolia is undergoing a significant transformation in its energy sector, leveraging its abundant coal, wind, and solar resources to drive a comprehensive energy revolution [1][7][8] Traditional Energy Industry Transformation - Inner Mongolia is developing a modern coal chemical industry that converts coal into various chemical products, with a projected local conversion utilization scale exceeding 100 million tons by 2024 [1][3] - The Guoneng Baotou Coal Chemical Company operates the world's first coal-to-olefins demonstration facility, converting 3 million tons of coal into 1.8 million tons of methanol and 600,000 tons of polyethylene annually, generating approximately 6 billion yuan in revenue [3] New Energy Industry Development - Inner Mongolia has become the first province in China to exceed 100 million kilowatts of installed renewable energy capacity, with a total of 150 million kilowatts, surpassing thermal power installations [8] - The region is actively constructing large-scale wind and solar energy projects, transforming desert areas into significant renewable energy bases [13][15] Future Energy Industry Initiatives - The region has launched the largest green hydrogen project in China, producing 320,000 tons of green ammonia annually, marking a shift towards large-scale commercial operations in the green hydrogen sector [16][18] - Inner Mongolia is developing a comprehensive green hydrogen industry, including the establishment of hydrogen corridors and pipelines, aiming to become a national leader in green hydrogen production and applications [18] New Energy Storage Development - Inner Mongolia is initiating multiple new energy storage projects, with a total of 34 projects started in the first half of the year, aiming for a storage capacity of 10.32 million kilowatts by the end of 2024 [20][21] - The region is focusing on new energy storage as a stabilizing and regulating component of the power system, essential for integrating renewable energy into the grid [21] Electricity Market Reform - Inner Mongolia is leading in green electricity trading, with a total of 76.2 billion kilowatt-hours traded in 2024, and is establishing cooperative relationships for green electricity trading with several provinces [23] - The region is committed to enhancing its energy industry advantages to ensure national energy security and contribute to China's modernization efforts [23]

Traditional Energy Industry - Inner Mongolia is transforming its coal industry by developing a modern coal chemical industry system, focusing on clean and efficient utilization of coal, which is projected to exceed 100 million tons by 2024 [2] - The coal-to-olefins demonstration project will convert 3 million tons of coal into 1.8 million tons of methanol, generating an annual revenue of approximately 6 billion yuan [2] New Energy Industry - Inner Mongolia has become the first province in China to exceed 100 million kilowatts of installed renewable energy capacity, with a total of 150 million kilowatts, surpassing thermal power capacity [5] - The region has established a complete photovoltaic industry chain, including silicon materials, rods, slices, and modules, significantly reducing production costs and energy consumption [5] - The Tengger Desert's 2 million kilowatt photovoltaic project can meet the electricity needs of 1.3 million households annually [5] Future Energy Industry - The launch of the largest green ammonia project in China marks a significant step towards the commercialization of the green hydrogen and ammonia industry, with an annual production capacity of 320,000 tons [8] - Inner Mongolia is developing a green hydrogen corridor and hydrogen pipeline network, aiming to become a major hub for green hydrogen production and application [9] New Energy Storage - Inner Mongolia is actively developing new energy storage projects, with 34 new projects initiated in the first half of the year, aiming for a total installed capacity of 10.32 million kilowatts by the end of 2024 [10] - New energy storage is seen as a crucial component for stabilizing the power system and supporting the development of a new power system [10] Electricity Market Reform - Inner Mongolia is leading in green electricity trading, with a total of 76.2 billion kilowatt-hours traded in 2024, and is integrating into the national unified electricity market [11] - The region is encouraging long-term power purchase agreements between renewable energy producers and key users to enhance market efficiency [12]

Core Viewpoint - The application of drone technology in the construction and operation of a large-scale renewable energy project in the Kubuqi Desert demonstrates significant efficiency improvements and addresses challenges posed by traditional inspection methods [1][2][3]. Group 1: Drone Technology in Renewable Energy - DJI's drone technology enhances the efficiency of photovoltaic inspections, achieving a 26-fold increase in inspection capacity compared to traditional manual methods, with drones inspecting approximately 30,000 solar panels daily [2]. - The drone system has a fault identification accuracy of over 95%, utilizing both visible light and infrared thermal imaging to detect anomalies in solar panel performance [2][3]. - The introduction of drones in the construction phase allowed for terrain surveying of over 60,000 acres to be completed in just two weeks, improving efficiency by nearly nine times compared to traditional methods [3]. Group 2: Operational Benefits and Environmental Impact - The use of drones in the Kubuqi Desert not only improves operational efficiency but also contributes to ecological restoration by creating a sustainable model of "photovoltaic power generation + grass planting + animal husbandry" [3]. - Continuous monitoring through drones provides quantitative data that supports sand control efforts, vegetation optimization, and long-term assessments of sand dune activity and vegetation recovery [4]. - The drone inspection system has been implemented in over 1,000 renewable energy stations in China, achieving a 50% coverage rate in domestic renewable energy sites [3].

Core Viewpoint - Ordos City is undergoing a significant ecological transformation, focusing on green development and carbon neutrality, which is reflected in its innovative governance models and the establishment of zero-carbon industrial parks [3][4][7]. Group 1: Ecological Transformation - Ordos is located in a region prone to desertification, making ecological restoration critical, with 48% of its area covered by the Kubuqi Desert and the Mu Us Sandy Land [4]. - The city has implemented integrated protection and systematic governance of its natural resources, leading to a historic improvement in its ecological environment [4][6]. - The Kubuqi Desert New Energy Base has a planned total installed capacity of 16 million kilowatts, expected to deliver approximately 18 billion kilowatt-hours of clean energy annually [6]. Group 2: Green Development Initiatives - The city is advancing its "dual carbon" goals by transitioning its energy structure towards green sources, with 80% of energy in the zero-carbon industrial park sourced from wind and solar power [7][9]. - Ordos has developed a comprehensive energy utilization model, with a total installed power capacity of 61.33 million kilowatts, of which 24.71 million kilowatts (40.3%) are from renewable sources [9]. - The city has successfully completed desertification control tasks over 13 million acres, achieving a 40% governance rate in the Kubuqi Desert and 80% in the Mu Us Sandy Land [6]. Group 3: Pollution Control and Environmental Quality - Ordos has made significant strides in pollution prevention, maintaining an air quality excellent rate of around 90% and achieving 100% compliance in water quality for urban drinking sources [10][12]. - The city has received over 100 national honors for its ecological achievements, transforming from an "energy city" to a "green and livable model" [12]. - The Ordos National Nature Reserve has seen a resurgence in bird populations, indicating a successful restoration of its ecological environment [10].

Core Insights - The integration of photovoltaic (PV) development with desertification control is seen as a strategic necessity for energy transition and ecological restoration [1][3] Group 1: Photovoltaic Development Plans - During the 14th Five-Year Plan, the Three-North region is expected to add 253 GW of new PV capacity and rehabilitate 10.1 million acres of desertified land [1] - The National Energy Administration and the National Forestry and Grassland Administration have issued guidelines to promote the integration of PV projects with desertification control in several provinces [3] Group 2: Ecological Impact of Photovoltaic Projects - A PV project established before 2018 showed an annual increase of approximately 10% in vegetation density, indicating a positive effect of PV on local flora [2] - The construction of PV stations has been linked to a 40% increase in biomass, a 13% reduction in average wind speed, an 18% increase in humidity, and an 80% rise in vegetation coverage [3] Group 3: Ecological Assessment Methodology - A comprehensive ecological assessment framework has been developed, incorporating various indicators such as vegetation coverage and biodiversity, to evaluate the ecological impact of PV stations [1][2] Group 4: Recommendations for Planting Strategies - Recommendations for planting in PV stations include selecting low-growing, drought-resistant plants that do not interfere with energy production, with a focus on local species [4] - Three planting strategies are proposed: ecological-oriented, pasture-oriented, and economically viable crops, with an emphasis on controlling plant height to mitigate fire risks [4]

Core Insights - The "Photovoltaic + Desertification Control" model in China is gaining global attention as a transformative approach to ecological governance and energy transition, showcasing how solar technology can effectively combat desertification while generating energy [1][4] Group 1: Photovoltaic Technology and Desertification Control - The construction of a 400-kilometer-long "Photovoltaic Great Wall" in the Kubuqi Desert is aimed at transforming the desert into a fertile area, highlighting the innovative use of solar panels for both energy production and ecological protection [1] - Traditional desertification control methods, such as afforestation, face challenges like high costs, long timeframes, and low effectiveness, making them less sustainable [1][2] - The "Photovoltaic +" model offers a revolutionary solution by integrating solar panel installation with sand fixation, thus creating a sustainable economic model that supports ecological restoration [1][3] Group 2: Economic Benefits and Sustainability - The development of photovoltaic power stations in desert areas not only addresses energy needs but also enhances local economies by creating a sustainable cycle of "using electricity to support sand control and using sand to generate electricity" [3] - The "under-panel economy" promotes local agricultural activities, such as growing forage and medicinal plants, which can be processed into value-added products, thereby improving economic conditions in arid regions [3] - The Chinese government aims to add 253 million kilowatts of photovoltaic capacity and rehabilitate 10.1 million acres of desertified land by 2030, positioning photovoltaic desertification control as a key strategy for climate change mitigation and energy security [3] Group 3: Global Implications and Future Prospects - The Chinese photovoltaic desertification control model serves as a valuable reference for regions facing both desertification and energy shortages, addressing ecological, energy, and economic challenges simultaneously [4] - The integration of photovoltaic technology with hydrogen production and energy storage is expected to further enhance the potential of desert areas as energy and economic hubs [4]

Core Viewpoint - The "Photovoltaic + Desertification Control" model in China is gaining global attention as it effectively combines energy production, ecological protection, and agricultural development, transforming deserts into productive lands [1][4]. Group 1: Photovoltaic Technology and Desertification Control - The construction of a 400-kilometer "Photovoltaic Great Wall" in the Kubuqi Desert is a significant initiative aimed at combating desertification while generating energy [1]. - Traditional desertification control methods, such as afforestation, face challenges like high costs, long cycles, and low efficiency, making them less sustainable [1][2]. - The "Photovoltaic +" model offers a revolutionary solution by using solar panels to stabilize sand and generate electricity, creating a self-sustaining economic cycle for ecological restoration [1][3]. Group 2: Economic Benefits and Local Development - The establishment of photovoltaic power stations in desert areas has unexpectedly enhanced local economies, turning desertification control from a loss-making endeavor into a profitable industry [3]. - The income generated from electricity production can be reinvested into ecological projects, fostering a sustainable cycle of "using electricity to support sand control and using sand to generate electricity" [3]. - The cultivation of crops and livestock under photovoltaic panels not only improves local economic conditions but also contributes to soil health and vegetation growth, creating a beneficial cycle of "sand stabilization, grass planting, and livestock raising" [3]. Group 3: Future Implications and Global Relevance - The "Photovoltaic + Desertification Control" model provides valuable insights for sustainable development globally, particularly for regions facing both desertification and energy shortages [4]. - This approach demonstrates that with innovative thinking and systematic planning, barren lands can be transformed into productive areas, contributing to both ecological and economic goals [4]. - Future integration of this model with technologies like hydrogen production and energy storage could further enhance its impact, positioning deserts as potential "energy oases" [4].

Core Insights - The Kubuqi Desert has undergone significant ecological restoration, transforming from a "sea of death" to a green oasis, with a governance rate of 80% over an area of approximately 2,900 square kilometers [1][2] - The region employs a "photovoltaic + ecological governance + organic agriculture + desert tourism" model, integrating solar energy with ecological restoration efforts [1] - By 2030, plans are in place to construct a 400-kilometer-long photovoltaic "Great Wall" to further combat desertification and protect the Yellow River [1] Group 1 - The Kubuqi Desert has been successfully managed, with 2,320 square kilometers restored and 100,000 acres of photovoltaic desertification control completed [1] - The largest photovoltaic power station in the region consists of 196,320 solar panels, utilizing a model that combines power generation with agricultural practices [1] - The ecological restoration has led to the cultivation of over 300 types of fruits and vegetables, with organic matter content exceeding 3% in the soil [2] Group 2 - The vegetation coverage in the Enggabei ecological demonstration area has reached 78%, with forest coverage at 41%, and biodiversity has increased from over 20 species to more than 600 [2] - A 15-kilometer by 10-kilometer green ecological barrier has been established between the Kubuqi Desert and the Yellow River, serving as a testament to the efforts in ecological improvement [2]

Core Insights - The 10th Kubuqi International Desert Forum was held in Ordos, Inner Mongolia, focusing on desertification prevention and innovative solutions such as photovoltaic desertification control and integrated watershed management [1][2] Group 1: Desertification Control Innovations - The Kubuqi desert has transformed from a barren land to a green area through innovative methods like "power generation on panels, sand control beneath panels, and grass planting between panels" [1] - The use of advanced machinery, such as drones and grass grid laying machines, has significantly improved the efficiency of sand vegetation establishment and survival rates [1] Group 2: International Collaboration and Recognition - Over 260 representatives from various countries, including Uzbekistan and Brazil, attended the forum to explore China's desertification control technologies and discuss potential collaborations [1][2] - China's experience in desertification control has gained global recognition, with successful implementations in countries like Mongolia and Saudi Arabia, showcasing effective practices and innovative solutions [2][3] Group 3: Achievements in Photovoltaic Desertification Control - Ordos City has established a photovoltaic installation capacity exceeding 10 million kilowatts, achieving desertification control over approximately 800,000 acres [2] - Future projects are expected to expand the desertification control area to over 2 million acres, highlighting China's commitment to combating land degradation [2]