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航空业成“唐僧肉”? 国际航协抵制“团结税”
Sou Hu Cai Jing· 2025-07-08 14:46
Core Viewpoint - The aviation industry, while being a significant driver of globalization and economic growth, is facing proposals for taxation that could undermine its financial stability and sustainability efforts [2][3][4]. Group 1: Taxation Proposal and Industry Response - The Global Solidarity Tax Working Group (GSLTF) has proposed taxing the aviation sector to improve revenue mobilization in developing countries and support international solidarity, particularly in climate change and other development challenges [2][3]. - The International Air Transport Association (IATA) has criticized the GSLTF proposal, stating it lacks substantive details and could generate €78 billion (over $90 billion) annually from high-end travelers, which is three times the projected profit of the global aviation industry for 2024 [3][4]. - IATA argues that the aviation industry operates on a low net profit margin, with an expected average of 3.4% for 2024, which is half the average of all global industries, indicating that the proposed tax would be detrimental [3][4]. Group 2: Economic Impact and Industry Value - IATA emphasizes that the aviation sector is a catalyst for economic growth, providing essential connectivity for remote communities and supporting tourism and local economies [4][5]. - The aviation industry has made commitments amounting to trillions of dollars towards sustainability, including a goal of net-zero carbon emissions by 2050, which could be jeopardized by the proposed taxation [7][9]. - In China, the aviation sector directly employed 2.1 million people in 2023, contributing $53.7 billion to the GDP, and indirectly supporting an overall contribution of $253.6 billion, or 1.4% of the national GDP [7][8]. Group 3: Public Sentiment and Alternatives - A survey commissioned by IATA revealed that 73% of travelers believe green taxes are a form of "greenwashing," and 79% think flight taxes are too high, indicating widespread skepticism about the effectiveness of such taxes [5][6]. - The survey also showed that only 9% of travelers support taxes as a means to offset carbon emissions, with more favorable options being investments in sustainable aviation fuel (25%) and carbon reduction technologies (23%) [6][7]. - IATA argues that the GSLTF proposal would disrupt the operational structure of airlines, increase costs for all travelers, and ultimately hinder the industry's ability to invest in long-term sustainability solutions [9][10].
瑞浦兰钧斩获电池大单!
起点锂电· 2025-06-05 18:45
Core Viewpoint - The article highlights the strategic partnership between Ruipu Lanjun and Indonesia's Bakrie & Brothers Group to promote green energy applications in Indonesia, focusing on the delivery of over 3,000 electric buses and trucks by 2025 [1]. Group 1: Strategic Partnerships and Collaborations - Ruipu Lanjun signed a memorandum of understanding with Bakrie & Brothers to enhance the application of green energy in Indonesia, aiming to deliver over 3,000 electric vehicles by 2025 [1]. - The company has also established a strategic cooperation with South Korea's Hyosung Heavy Industries to supply 2.5GWh of energy storage products, aiming to strengthen its position in the global energy storage market [5]. Group 2: Manufacturing and Production Capabilities - Ruipu Lanjun plans to establish a battery factory in Indonesia, with an expected annual production capacity of 8GWh for power and energy storage batteries [2]. - The company’s Indonesian manufacturing base will produce battery systems that meet local content requirements, contributing to Indonesia's goal of achieving net-zero carbon emissions by 2060 [1]. Group 3: Market Position and Product Development - Ruipu Lanjun has secured approximately 40GWh of orders from major overseas clients, indicating strong market demand and competitive positioning in the commercial vehicle sector [5]. - The company has upgraded its 324Ah product to the 324Ah Pro version, enhancing energy density and cycle life, which is expected to further penetrate the overseas commercial vehicle market [3]. Group 4: Global Expansion and Local Production - The company is actively expanding its international market presence by establishing subsidiaries in Europe, the United States, and Southeast Asia, while also planning additional production facilities in Europe and South America [6]. - Ruipu Lanjun is focusing on local production and application market development to strengthen its supply chain and global footprint [4].
超3000辆,瑞浦兰钧签订印尼商用车电池订单
高工锂电· 2025-06-05 10:51
Core Viewpoint - The article highlights the strategic expansion of Ruipu Lanjun in the commercial vehicle battery market, particularly through a partnership with Indonesia's Bakrie & Brothers Group to deliver over 3,000 electric buses and trucks by 2025, showcasing the company's growth in both domestic and international markets [1][3]. Group 1: Strategic Partnerships - Ruipu Lanjun has established a strategic cooperation memorandum with Indonesia's Bakrie & Brothers Group to promote green energy applications in the Indonesian market [1]. - The partnership aims to enhance Ruipu Lanjun's customer base in commercial vehicles, extending its reach beyond domestic clients such as Dongfeng, SANY, and others [3]. Group 2: Product Innovations - The company recently launched the 324Ah Pro Yuesheng battery cell, which features an energy density of 198Wh/kg and a lifecycle of over 10,000 cycles, designed to meet the demands of complex road conditions and fast charging [3]. - Additionally, Ruipu Lanjun introduced the Back Stacking battery cluster, which optimizes space and can achieve capacities of 680kWh for lithium iron phosphate and 800kWh for ternary systems [5]. Group 3: Manufacturing and Local Production - The establishment of Ruipu Lanjun's manufacturing base in Indonesia is a key part of its "local for local" strategy, expected to produce 8GWh of power and energy storage batteries annually [7]. - The Indonesian facility will manufacture battery systems that comply with local content requirements, supporting the country's goal of achieving net-zero carbon emissions by 2060 [7]. Group 4: Industry Collaboration - The partnership with PT VKTR Teknologi Mobilitas Tbk focuses on the production and sales of electric buses and trucks, emphasizing a full-process manufacturing capability [8]. - Future collaborations will include deepening strategic cooperation in areas such as nickel product smelting and battery raw materials, aligning with the vision of "green transportation, made in Indonesia" [8].
3000辆!这家企业商用车电池海外市场签大单
第一商用车网· 2025-06-04 08:41
Core Viewpoint - The collaboration between Rept Battery and Bakrie & Brothers aims to promote green energy in Indonesia by delivering over 3,000 electric buses and trucks by 2025, contributing to the country's net-zero carbon emissions goal by 2060 or earlier [1][3][10]. Group 1: Strategic Partnership - Rept Battery and Bakrie & Brothers signed a memorandum of understanding to work together on commercial vehicle battery systems [1]. - The partnership focuses on local manufacturing of battery systems that meet Indonesia's local content requirements [3]. - The collaboration will enhance the supply chain in areas such as nickel smelting, battery raw materials, and integrated energy storage systems [9]. Group 2: Manufacturing and Production - PT VKTR Teknologi Mobilitas Tbk, backed by Bakrie & Brothers, is Indonesia's first commercial vehicle manufacturing plant, specializing in electric buses and trucks [7]. - VKTR will handle the production, sales, and promotion of electric commercial vehicles, emphasizing green public transport and low-carbon demonstration projects [9][10]. Group 3: Market Impact - The initiative is expected to lead to significant advancements in Indonesia's green energy transition and the development of a sustainable transportation ecosystem [10].
油脂油料早报-20250530
Yong An Qi Huo· 2025-05-30 09:25
Report Industry Investment Rating - No relevant content provided Core Viewpoints - Malaysia is increasing the mandatory biodiesel blending ratio for ground transportation vehicles at its major international airports from B10 to B20 as part of its effort to achieve net - zero carbon emissions by 2050 [1] - Pakistan's imports of palm oil and soybean oil have increased significantly year - on - year from July last year to April this year [1] Summary by Related Content Malaysia's Biodiesel Policy - Malaysia's plantation and commodity minister announced the increase of the mandatory biodiesel blending ratio for ground transportation vehicles from B10 to B20 [1] - Currently, Malaysia enforces the B10 policy nationwide, but B20 standards are already in place in Labuan, Langkawi, and parts of Sarawak [1] - Similar biodiesel pilot projects are being implemented at several major ports [1] Pakistan's Oil Imports - From July last year to April this year, Pakistan imported over 2.75 million tons of palm oil worth $2.87 billion, up from 2.498 million tons worth $2.3 billion in the same period last year [1] - During the same period, Pakistan imported 262,001 tons of soybean oil worth $279.626 million, compared to 108,205 tons worth $116.6 million last year [1] - In April, Pakistan imported 260,907 tons of palm oil worth $289.078 million, a 37.93% increase from the same month last year [1] Spot Prices - The spot prices of various oilseeds and oils in different regions from May 23 to May 29, 2025, are presented in a table, showing price fluctuations over time [2]
创十年来最强全年盈利纪录,受关税波及,捷豹路虎预调整全球业务
Hua Xia Shi Bao· 2025-05-16 02:29
Financial Performance - Jaguar Land Rover reported a pre-tax profit of £2.5 billion for the fiscal year 2025, a 15% increase year-on-year, with revenue remaining stable at £29 billion [2] - The company's EBIT margin was 8.5%, while net profit decreased to £1.8 billion from £2.6 billion in the previous fiscal year [2] - Free cash flow stood at £1.5 billion, attributed to strong sales of high-value brands such as Range Rover and Defender, which increased their share of total wholesale sales from 61% to 68% [2] Market Challenges - The company is facing challenges due to the impact of new U.S. tariffs, prompting Tata Motors to reassess profit forecasts for Jaguar Land Rover [3] - A new trade agreement allows up to 100,000 British cars to enter the U.S. market at a 10% tariff, which is an improvement from the previous 25% but still higher than the pre-Trump rate of 2.5% [3] - The North American market, which saw a 14.4% increase in wholesale volume in Q4 of fiscal 2025, may experience a decline due to tariffs affecting the Defender model produced in Slovakia [4] Strategic Adjustments - Jaguar Land Rover is focusing on diversifying its market strategy to mitigate risks associated with U.S. tariffs, aiming to become a fully electric luxury car manufacturer by 2030 and achieve net-zero carbon emissions by 2039 [5] - The company plans to increase its investment from £15 billion to £18 billion over the next five years for electric product development [6] - A significant investment of £500 million will be allocated for the electrification upgrade of the Halewood plant in the UK, enhancing production efficiency [6] Collaboration and Market Expansion - Jaguar Land Rover has signed a strategic cooperation agreement with Chery to focus on electric vehicle production for the Chinese market, launching a new brand "Freelander" [7] - The partnership aims to leverage Chery's electric platform while phasing out production of certain existing models in China [7] - The company is also exploring growth opportunities in other regions, particularly in light of favorable trade agreements with India that significantly reduce import tariffs on British vehicles [5]
9家中企入围8GWh储能项目预选名单
起点锂电· 2025-01-05 04:54
近日,沙特电力采购公司(SPPC)宣布了其首轮电池储能系统(BESS)项目的预入选名单, 共有33家公司获得沙特第一组电池储能系统(BESS)项目或G1BESS项目的预入选资格,其中 21家公司通过"管理标和技术标投标人"类别的资格预审,12家公司通过"管理"类别的资格预 审。 值得一提的是,33家入围公司中, 9家中企在列。 具体来看,中能建海外投资有限公司、中国电力工程顾问集团国际工程有限公司、中国南方电 网国际(香港)公司、 远景能源公司 、晶科电力(香港)、华能集团孙公司尚华投资公司、 国家电投黄河上游水电开发有限公司入围"管理标和技术标投标人";协鑫智慧能源(苏州)有 限公司、中国电建入围"管理"标。 据悉,此次招标是沙特阿拉伯能源转型计划的一部分,共有四个电池储能项目,每个项目装机 容量为500MW/2000MWh,合计2GW/8GWh。 沙特阿拉伯政府拟通过公开竞标方式加快储能发展,到2030年实现48GWh的储能容量,以支持 其电力结构中可再生能源比例达到50%的目标,并最终在2060年达到净零碳排放。 资料显示,沙特电力采购公司于2024年11月4日正式发布了首轮电池储能项目招标资格预审邀 ...