光牧互补
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五年后,又见“黄河”
Xin Lang Cai Jing· 2025-12-31 21:06
站在她家门前,她指向那条引自源头、滋养着全家的小河,眼神清澈而坚定:"水一直这么清,是我们 最大的福气。"这份福气,也化为了生活中具体的改变:家里用上了更亮堂的电,去县城的路更好了, 乡上也有了定居房。谈起未来,她想用自己的双手给家人更多的幸福。 在龙羊峡,变化是另一种风景。五年前,巨大的光伏矩阵还主要是能源图景的一部分。如今,人们会特 意告诉你光伏板下长出的草场和羊群,谈论着"光牧互补"的新可能。发展的思路,正从单一的能源产 出,向着生态效益与社区收益协同增效的方向深化。黄河馈赠的光与热,在被更精妙地计算与利用。 这五年,黄河的清澈底色没有变,变的是墨迹未干的新画卷。青海正在做的,像是为"守护"这个崇高的 命题,寻找一系列可落地、可循环的生动注脚。 这是我第二次抵达约古宗列,也是第二次沿着黄河从源头顺流而下,走完黄河在青海境内的16个县。 五年前,2020年那个春暖花开的日子,溯流而上的记忆依然清晰。那时的黄河源头,天地澄澈,美得震 撼人心,约古宗列被皑皑白雪覆盖着。在源头和黄河沿线,我见过牧民们在广袤草原上与自然相依的传 统智慧,也感受过他们对"既要守护好源头,又要过上好日子"的那份质朴期盼。清澈,是那里 ...
【金融一线调研】戈壁滩上的保险投资进化论
Jing Ji Guan Cha Wang· 2025-06-28 05:37
Core Insights - The integration of photovoltaic (PV) power generation and sheep grazing in the Hainan Tibetan Autonomous Prefecture of Qinghai Province represents a novel approach to sustainable energy and agriculture [1][2] - Qinghai Province has the highest proportion of clean energy installations in China, with 93.5% of its total power capacity being clean energy as of November 2024 [1] - China Life Asset Management has made significant investments in Qinghai Huanghe Company, marking a major move in the energy sector and showcasing the role of insurance funds in infrastructure projects [4][5] Group 1: Photovoltaic Industry and Agriculture - The "photovoltaic sheep" initiative in the Qinghai PV industry park helps manage vegetation under solar panels, improving efficiency and reducing maintenance costs [2] - Qinghai Huanghe Company has partnered with local herders to utilize sheep for grazing, which not only controls weeds but also lowers feed costs for farmers [2] Group 2: Investment Landscape - China Life Asset Management's investment in Qinghai Huanghe Company began in 2017, with a notable 90 billion yuan equity investment in 2019, making it a significant player in the energy sector [4] - The investment in Qinghai Huanghe Company is recognized as the largest equity financing project in the domestic energy sector in 2019, highlighting the growing interest of insurance funds in stable, long-term investments [4][5] Group 3: Asset Management and Risk Management - As of the first quarter of 2025, China Life Asset Management manages over 6.3 trillion yuan in assets, with a significant portion allocated to supporting the real economy [7] - The company employs a comprehensive asset-liability management strategy to balance returns and risks, focusing on long-term capital investments in critical national projects [8]