"农光互补"高效利用土地资源，实现生态养殖与光伏发电协同发展。"目前，昌乐县已在乔官镇、红河镇等地建成5个光伏电站，总装机规 模近60兆瓦，每年光伏发电收入2800多万元。"国网昌乐县供电公司营销部工作人员高永胜说。 地处渤海湾畔的潍坊市太阳能资源丰富，年太阳辐射总量为1430千瓦时/平方米。近年来，潍坊市大力发展光伏新能源，结合畜牧养殖、设 施农业等产业，探索"光伏+养殖""光伏+种植"等模式。 金秋时节，在山东省潍坊市昌乐县乔官镇张家坊子村的立刚养殖场，一排排蓝色的光伏板整齐排列在鸭棚上方，在阳光照射下产生清洁电 能；鸭棚内，成群的蛋鸭正悠闲进食，不时发出"嘎嘎"的叫声。 这个占地170多亩的养殖场共有50栋养殖棚，饲养着1.6万只蛋鸭。"我们利用棚顶空间，安装了装机规模10兆瓦的分布式光伏设备，实现棚 上绿色发电、棚下生态养殖。2024年，养殖场养殖纯收入70余万元，光伏发电收益则有400多万元。"立刚养殖场负责人崔吉康说。 位于潍坊市寒亭区固堤街道的寒亭优然牧业有限责任公司饲养了1万多头奶牛。公司光伏项目经理叶永乐说，他们将总面积5.6万平方米的 牛舍屋顶有效利用，安装了装机规模11兆瓦的光伏电板，既 ...

5.jpg （原标题：驻奥克兰总领馆经商处考察塔图阿努伊光伏电站项目） 项目负责人介绍，该项目由协合新能源新西兰分公司投资开发、正泰新能源新西 兰分公司承建，总装机容量为11兆瓦（MWdc），铺设1.8万块双面高效光伏组件，采 用平单轴跟踪支架以提升发电效益，是中资企业在新西兰又一成功实践土地复合利 用、推动农光互补发展的光伏电站项目。投运后可满足约2500户家庭一年用电需求， 减少二氧化碳排放约1.86万吨，为新西兰实现"2050净零排放"目标作出贡献。 10月30日，驻奥克兰总领馆经商处主任王程光领事、果鹏文领事赴塔图阿努伊 （Tatuanui）光伏电站项目开展安全巡视并慰问一线中外员工，听取项目部关于施工进 度、安全管理、社会责任等情况汇报，要求企业做好境外合规经营，推进项目优质高 效履约，助力当地绿色低碳发展。 6.jpg ...

Core Insights - The agricultural sector in China is showing positive growth, with a 3.6% year-on-year increase in agricultural value added in the first three quarters of the year [2] - The overall grain production is expected to achieve another bumper harvest, supported by stable summer grain and early rice production [3][4] - Livestock production remains stable, with a 3.8% increase in meat production across various categories [4][5] Agricultural Production - The total summer grain production reached 2994.8 billion jin, slightly down by 0.1% from the previous year, while early rice production increased by 1.2% to 570.3 billion jin [3] - The overall autumn grain production is stable, with an increase in sowing area due to effective policies and measures [4] Livestock Production - Total meat production reached 7312 million tons in the first three quarters, marking a 3.8% increase year-on-year [4] - The number of pigs slaughtered increased to 52.992 million heads, up by 1.8%, with pork production at 4368 million tons, a 3% increase [4][5] - Cattle and sheep production remained stable, with beef production increasing by 3.3% and milk production by 0.7% [5] Poultry Production - Poultry production saw significant growth, with chicken production increasing by 7.2% to 2053 million tons, and egg production slightly up by 0.2% [6] - The total number of poultry raised reached 6.4 billion, reflecting a 0.3% year-on-year increase [6] Market Conditions - The agricultural product market is stable, with producer prices down by 3.6% year-on-year, indicating a balance between supply and demand [7] - Grain prices have shown slight declines, with wheat down by 2.5% and corn down by 5.3%, while some livestock prices have seen increases [7][8] - The overall agricultural economy is on a positive trajectory, with expectations for continued stability and growth in the coming periods [8]

Core Viewpoint - The Zhejiang Taishun 150 MW photovoltaic power generation project, contracted by China Energy Construction Anhui Electric Power Construction No. 2 Company, has commenced construction, marking a significant step in renewable energy development in the region [1][3]. Project Overview - The project is located in Taishun County, Wenzhou City, Zhejiang Province, covering an area of approximately 201.2 hectares with a total installed capacity of 150 MW [3]. - It includes the construction of a new 220 kV booster station and approximately 65.65 kilometers of overhead lines [3]. - The project will install 243,498 units of 620Wp monocrystalline silicon photovoltaic modules [3]. Agricultural Integration - The project adopts an "agriculture-photovoltaics complementary" model, allowing for power generation on the solar panels while cultivating crops such as redwood and three-leaf green underneath, enhancing land utilization [3]. - This approach aims to achieve a "dual-use" model for land, providing composite revenue streams [3]. Environmental Impact - Upon completion, the project is expected to generate an average annual electricity output of approximately 160 million kWh, contributing to green energy production and the organic integration of agriculture [3]. - The initiative is positioned as a new green engine for local rural revitalization and economic development [3].

Core Viewpoint - The event held by Datang Huayin Jinzhushan Power Company showcased the successful transformation of a traditional energy enterprise into a green energy provider through the integration of photovoltaic power generation, ecological restoration, and agricultural practices, highlighting the company's commitment to sustainable development and community engagement [1][10]. Group 1: Project Overview - The Jinzhushan photovoltaic project is located in the Xikongshan area, which previously faced severe ecological degradation due to long-term mining activities. The project aims to rejuvenate the land and improve local ecology [3][4]. - The photovoltaic station is expected to generate over 300 million kilowatt-hours of electricity annually and increase the vegetation coverage in the surrounding area by more than 30% [3][4]. Group 2: Agricultural Integration - The "agriculture-photovoltaics complementary" model allows for dual land use, significantly enhancing land utilization and providing tangible benefits to local farmers through the cultivation of crops like peppers, tomatoes, and pumpkins beneath the solar panels [4][5]. - The demonstration garden produces over 20 tons of green agricultural products annually, contributing to local food supply and increasing employment opportunities for residents [5][6]. Group 3: Collaborative Efforts - The company signed a virtual power plant agency agreement with local partners, including Xikongshan Shining Antimony Industry and Cold Water River Steel Company, to enhance energy optimization and efficiency [7][9]. - The project is part of the larger Loudi million-kilowatt photovoltaic base, with an annual electricity generation capacity of 1.2 billion kilowatt-hours, saving over 300,000 tons of standard coal and reducing carbon dioxide emissions by more than 800,000 tons each year [9][10]. Group 4: Future Plans - The company plans to further develop a "wind-solar complementary" model to harness wind energy in mountainous areas, aiming to establish a "green pearl" in the central Hunan region [9][10].

Core Viewpoint - The project aims to transform the Taklamakan Desert into a green oasis through innovative desertification control and solar energy utilization, showcasing a successful model of ecological restoration and sustainable development [1][5]. Group 1: Project Overview - The project covers an area of 22,000 acres, equivalent to 2,054 standard soccer fields, with specific planting areas for drought-resistant plants and windbreaks [2]. - The project was officially launched in January 2024, following a strategic cooperation agreement signed in June 2023 between China General Nuclear Power Group and the Xinjiang government [2]. - The region's extreme arid continental climate provides abundant solar resources, with annual sunshine hours ranging from 2,470 to 3,000, making it suitable for solar power generation [2]. Group 2: Challenges Faced - The project faces significant challenges due to the dynamic nature of the Taklamakan Desert, including high temperatures, sandstorms, and logistical difficulties in equipment transportation [3]. - During the planting phase, the project encountered 18 sandstorm events, necessitating over 20 replanting efforts due to the harsh conditions [3]. Group 3: Innovative Techniques - The project employs a self-developed "sand membrane" technology that enhances soil conditions by retaining moisture and nutrients, promoting plant growth [4]. - The solar panels installed not only convert solar energy into electricity but also serve to reduce wind erosion and evaporation, creating a favorable environment for plant growth [4]. Group 4: Ecological and Economic Impact - The project is expected to produce approximately 1,000 tons of forage annually, sufficient to meet the feed requirements for 140 cattle or 1,660 sheep [3]. - The ecological restoration efforts have led to increased biodiversity and sustainable economic benefits for the local community [5]. - The adjacent 500,000 kW solar desertification control project is set to provide 963 million kWh of clean electricity annually, equivalent to saving 289,600 tons of standard coal and reducing CO2 emissions by approximately 805,100 tons [6].

Core Viewpoint - The transformation of the Keshan Sand Area from a "golden sandy sea" to a "green blue sea" through innovative solar energy and ecological restoration projects is highlighted, showcasing the integration of renewable energy with environmental sustainability [1][3]. Group 1: Solar Energy and Ecological Restoration - The vast desert areas in the Sanbei region are rich in solar energy resources, and photovoltaic (PV) technology is being utilized to combat desertification while generating electricity [3]. - The installation of PV panels not only generates power but also stabilizes sandy soil by reducing wind speed and preventing erosion, allowing for the cultivation of drought-resistant plants beneath the panels [3][5]. - The "shade effect" of the PV panels can effectively reduce surface water evaporation by 20% to 30%, contributing to improved ecological conditions [3]. Group 2: Project Development and Economic Impact - In 2023, a development agreement was signed between Keshan County and China General Nuclear Power Group for a comprehensive wind and solar integration project with a total capacity of 3 million kilowatts, including 1.4 million kilowatts of wind power and 1.6 million kilowatts of solar power [5]. - The project aims to treat 13.5 million acres of desert by 2024, while also innovating the "agriculture-solar complementary" industry by utilizing idle land between PV panels for planting high-quality forage [5]. - The local community benefits economically from the project, with compensation payments totaling 6.1 million yuan for land requisition, and local herders earning additional income through temporary work in the solar project area [5]. Group 3: Biodiversity and Ecological Balance - The installation of bird-friendly structures in the wind power project area promotes biodiversity by providing nesting opportunities for birds, thereby enhancing the ecological balance [7]. - The project has successfully integrated ecological restoration with renewable energy development, ensuring that wildlife habitats are preserved while minimizing operational disruptions [7]. - Ongoing monitoring and research on bird behavior and habitat preferences are being conducted to further enhance the coexistence of renewable energy infrastructure and local wildlife [7].

Core Viewpoint - The article highlights the successful integration of solar energy generation and agricultural production in Guangxi's Chongzuo City, creating a "green bank" that benefits local farmers through dual income streams from photovoltaic panels and the cultivation of Wuzhimao peach [1][2][3] Group 1: Agricultural and Economic Impact - The Wuzhimao peach base, previously barren land, has transformed into a productive area yielding significant economic returns, with a projected total output value of 55 million yuan from over 3,000 acres once fully operational [3][6] - The cultivation of Wuzhimao peach generates a value of 15,000 yuan per acre, with the market price for one ton reaching 6,000 yuan [3][6] - The initiative has created local employment opportunities, with over 1,200 work instances recorded in the first half of the year, resulting in 180,000 yuan in wages paid to local workers [6][7] Group 2: Future Development Plans - Plans are underway to establish a processing factory for Wuzhimao peach to enhance local economic growth and create more job opportunities [7][8] - The local government aims to implement a collaborative model involving party committees, enterprises, cooperatives, and farmers to maximize the economic benefits of the "sunshine industry" [8] - The focus on deep processing of Wuzhimao peach products, such as tea and health soup packages, is expected to significantly increase the value of the agricultural output [8]

Report Summary 1. Report Industry Investment Rating No information provided. 2. Core Viewpoints - For industrial silicon, attention should be paid to the resumption progress of upstream production [1]. - For polysilicon, the short - term sentiment has cooled down, and the market should be treated as a callback [2]. 3. Summary by Relevant Catalogs 3.1 Fundamental Tracking - **Futures Market Data**: - Industrial silicon (Si2509): The closing price was 8,760 yuan/ton, with a change of - 525 yuan compared to T - 1, - 930 yuan compared to T - 5, and 995 yuan compared to T - 22. The trading volume was 410,371 lots, with a decrease of 194,790 lots compared to T - 1, 762,508 lots compared to T - 5, and 819,936 lots compared to T - 22. The open interest was 212,932 lots, with a decrease of 29,745 lots compared to T - 1, 123,342 lots compared to T - 5, and 148,144 lots compared to T - 22 [2]. - Polysilicon (PS2509): The closing price was 49,130 yuan/ton, with a decrease of 5,575 yuan compared to T - 1 and 4,635 yuan compared to T - 5. The trading volume was 565,838 lots, with an increase of 595 lots compared to T - 1 and a decrease of 557,957 lots compared to T - 5. The open interest was 126,989 lots, with a decrease of 37,501 lots compared to T - 1 and 45,575 lots compared to T - 5 [2]. - **Basis and Spread Data**: - Industrial silicon: The spot premium (against East China Si5530) was + 1,175 yuan/ton, with a change compared to T - 1, T - 5, and T - 22. The near - month contract to continuous - first spread was - 135 yuan/ton, and the cost of buying near - month and selling continuous - first inter - period was 62.5 yuan/ton [2]. - Polysilicon: The near - month contract to continuous - first spread was 505.0 yuan/ton [2]. - **Price and Profit Data**: - Industrial silicon: The price of East China oxygen - passing Si5530 was 9,800 yuan/ton, with a decrease of 200 yuan compared to T - 1 and 300 yuan compared to T - 5. The profit of Xinjiang new - standard 553 silicon plants was - 2,536 yuan/ton, with a decrease of 525 yuan compared to T - 1 and 1,180 yuan compared to T - 5 [2]. - Polysilicon: The price of N - type re - feeding polysilicon was 46,500 yuan/ton, with an increase of 500 yuan compared to T - 5 and 12,000 yuan compared to T - 22. The profit of polysilicon enterprises was - 17.6 yuan/kg, with an increase of 0.6 yuan compared to T - 1 and 0.7 yuan compared to T - 5 [2]. - **Inventory Data**: - Industrial silicon: The social inventory (including warehouse receipt inventory) was 540,000 tons, with an increase of 0.5 million tons compared to T - 5 and a decrease of 1.2 million tons compared to T - 22. The enterprise inventory was 171,000 tons, with a decrease of 0.61 million tons compared to T - 5 and 5.2 million tons compared to T - 22 [2]. - Polysilicon: The manufacturer's inventory was 229,000 tons, with a decrease of 1.4 million tons compared to T - 5 and 4.3 million tons compared to T - 22 [2]. - **Raw Material Cost Data**: - For industrial silicon, the price of silicon ore in Xinjiang was 340 yuan/ton, and in Yunnan was 320 yuan/ton. The price of washed coking coal in Xinjiang was 1,250 yuan/ton, and in Ningxia was 885 yuan/ton [2]. - For polysilicon, the price of N - type re - feeding polysilicon trichlorosilane was 3,350 yuan/ton, and the price of silicon powder (99 silicon) was 10,450 yuan/ton [2]. 3.2 Macro and Industry News In September 2024, the Ministry of Natural Resources, the Ministry of Agriculture and Rural Affairs, and the National Energy Administration jointly issued a notice to further regulate the supervision of existing "agricultural - photovoltaic complementary" photovoltaic composite projects. For legally and合规ly built photovoltaic composite projects using general cultivated land to place photovoltaic arrays, land - using units must fulfill planting obligations, and hardening the ground, destroying the plough layer, and leaving land idle are prohibited [3]. 3.3 Trend Intensity The trend intensity of industrial silicon and polysilicon is - 1, indicating a relatively bearish outlook (the range of trend intensity is [- 2, 2], where - 2 is the most bearish and 2 is the most bullish) [4].

Core Insights - The 100MW photovoltaic project in Jiangnan Village, Qionghai City, has been successfully launched, providing clean energy and economic benefits to local residents [3][5][6] - The project is expected to generate an annual output of 108 million kWh, sufficient to meet the electricity needs of approximately 39,000 households [3][5] - The initiative is part of a rural revitalization strategy, benefiting 426 households with an average income increase of 180,000 yuan per household [3][5][6] Project Development - The project was completed and connected to the grid in just 79 days, showcasing efficient project management and execution [4][5] - A total of 1,750 acres of land were signed for use, with 10 million yuan in cash compensation distributed to alleviate villagers' concerns [5] - The first month of operation saw an output of 20MW, contributing 156 million yuan to the local economy [5] Community Impact - The project has transformed previously underperforming land affected by areca palm yellowing disease into productive areas, providing stable rental income for villagers [5][6] - Villagers are optimistic about the project's future, with interest in expanding the initiative to further enhance the economic benefits from the "sunshine industry" [6]