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Core Insights - Renewable energy accounted for 54.0% of the EU's net electricity generation in Q2 2025, an increase from 52.7% in the same period of 2024, primarily driven by solar energy [1] - In June 2025, solar energy became the leading source of electricity in the EU for the first time, contributing 22.0% of total generation, surpassing nuclear (21.6%), wind (15.8%), hydro (14.1%), and natural gas (13.8%) [1] Renewable Energy Breakdown - In Q2 2025, Denmark had the highest share of renewable energy in net electricity generation at 94.7%, followed by Latvia (93.4%), Austria (91.8%), Croatia (89.5%), and Portugal (85.6%) [1] - The lowest shares of renewable energy were recorded in Slovakia (19.9%), Malta (21.2%), and the Czech Republic (22.1%) [1] - The main sources of renewable energy in the EU were solar (36.8%), wind (29.5%), and hydro (26.0%), with biomass and renewable fuels at 7.3% and geothermal energy at 0.4% [1]

新华财经圣保罗9月30日电（记者杨家和）据巴西媒体报道，2025年巴西电价预计上涨约6.4%，高于同 期通胀4.8%的预期水平，或将对巴西民生支出带来较大压力。 当前，电价上升已引发广泛关注。电力支出成为巴西低收入家庭除食品、住房和饮水外的主要负担之 一。分析人士指出，电费上涨幅度超过通胀，将加剧家庭预算紧张，尤其影响贫困群体的生活。 巴西能源结构中约90%来自可再生能源，其中水电占比55%，风能和太阳能约占25%。这一结构使电力 系统高度依赖降雨情况。当前，集中在中西部和东南部的水电站承担全国约70%的发电量，但当地水库 蓄水量仅维持在50%左右，增加了电力供应的不确定性。 与此相比，风能和太阳能虽在快速发展，但受自然条件制约明显，太阳能仅能在白天发电，风能依赖特 定气候环境，发电不稳定。更为严重的是，巴西缺乏大规模储能技术的支撑，即便"风光"发电稳定，也 难以实现稳定电力输出和供给。这种局限性使巴西电力系统在干旱年份面临更大风险。 业内专家认为，若要缓解电力涨价压力，巴西需进一步优化能源结构，推动储能、电网升级及多元化投 资，以降低对水电的过度依赖，增强能源体系的韧性。 （文章来源：新华财经） ...

Core Insights - Georgia's electricity supply has historically been less than demand, with electricity generation fluctuating between 11-12 billion kilowatt-hours until 2021, peaking at 14.4 billion kilowatt-hours in 2023 [1] - In 2022, electricity consumption reached a record high of 15.5 billion kilowatt-hours, necessitating electricity imports to meet the shortfall [1] - The country aims for energy independence by 2030, with a ten-year electricity development plan targeting the commissioning of 217 hydropower plants, 25 wind power plants, and 3 thermal power plants by 2034, alongside increased investment in hydropower and renewable energy [1]

（文章来源：证券时报） ...

Core Viewpoint - The article highlights the significant setback faced by the U.S. renewable energy sector due to the recent decision by the U.S. Department of Transportation to withdraw $679 million in federal funding for offshore wind projects, which is seen as part of President Trump's broader strategy to curb renewable energy development [2][3][6]. Group 1: Funding Withdrawal - The U.S. Department of Transportation announced the cancellation of $679 million in federal funding originally intended for over a dozen offshore wind infrastructure projects [2][3]. - The most affected project is the Humboldt Bay offshore wind project in Northern California, which was set to receive $427 million (approximately 3 billion yuan) [7][8]. - Other projects losing federal funding include various offshore wind initiatives in Maryland, Connecticut, New Jersey, New York, Massachusetts, North Carolina, Ohio, Virginia, and Rhode Island [8]. Group 2: Market Impact - Following the funding withdrawal, shares of Danish wind energy giants Orsted and Vestas Wind Systems fell by over 3%, indicating a negative market reaction [2][3]. - Brookfield Renewable Partners also experienced a decline in stock value as a result of the announcement [3]. Group 3: Industry Concerns - Industry experts warn that the Trump administration's actions could exacerbate the imminent electricity supply shortage in the U.S., damage the power grid, and lead to increased consumer electricity prices [2][9]. - The U.S. Energy Information Administration (EIA) predicts that electricity prices will rise above inflation levels by 2026 due to increased demand and insufficient new renewable energy generation [10]. Group 4: Policy Implications - Trump's administration has been vocal about its discontent with renewable energy projects, particularly wind energy, stating that no new solar or wind projects will be approved even in areas facing electricity shortages [9][10]. - The administration prioritizes fossil fuels and nuclear energy as the most effective and reliable sources for national power supply, contrasting sharply with the renewable energy agenda [10].

Core Insights - The National Energy Administration released national electricity industry statistics for January to July, indicating a significant growth in installed power generation capacity [1] Group 1: Installed Capacity - As of the end of July, the total installed power generation capacity reached 3.67 billion kilowatts, representing a year-on-year increase of 18.2% [1] - Solar power generation capacity reached 1.11 billion kilowatts, with a remarkable year-on-year growth of 50.8% [1] - Wind power generation capacity reached 570 million kilowatts, showing a year-on-year increase of 22.1% [1] Group 2: Utilization Hours - The average cumulative utilization hours of power generation equipment from January to July was 1,806 hours, which is a decrease of 188 hours compared to the same period last year [1]

Core Insights - Longyuan Power (001289)(00916) announced that it achieved a power generation of 6.3288 million MWh in July 2025, representing a year-on-year increase of 2.44%, and a 21.12% increase when excluding the impact of thermal power [1] - In July 2025, the company's wind power generation increased by 6.38% year-on-year, while solar power generation surged by 105.92% [1] - As of July 31, 2025, the cumulative power generation reached 45.9812 million MWh, which is a 0.6% decrease compared to the same period in 2024, but shows a 13.82% increase when excluding thermal power impacts, with wind power growing by 6.11% and solar power by 77.52% [1]

Core Insights - As of the end of June, Jilin Province's installed power generation capacity reached 48.8094 million kilowatts, representing a year-on-year growth of 9.62% [1] - Among this, renewable energy sources such as hydropower, wind power, photovoltaic power, biomass, and waste-to-energy accounted for 31.2053 million kilowatts, showing a year-on-year increase of 15.79% and constituting 63.93% of the total installed capacity [1]

Core Insights - The National Energy Administration reported that renewable energy generation has reached a new milestone, accounting for nearly 40% of the total national electricity generation, surpassing the combined electricity consumption of the tertiary industry and urban-rural residents [1] Renewable Energy Generation - In the first half of the year, the total renewable energy generation reached 1,799.3 billion kilowatt-hours, a year-on-year increase of 15.6%, representing 39.7% of total electricity generation [1] - Wind and solar power generation combined reached 1,147.8 billion kilowatt-hours, a year-on-year growth of 27.4%, contributing to 23.7% of total electricity consumption, an increase of 4.4 percentage points compared to the same period last year [1] - The increase in wind and solar generation was 247 billion kilowatt-hours compared to the same period last year, exceeding the overall increase in electricity consumption [1] Solar Power Development - In the first half of the year, 212 million kilowatts of new solar capacity was connected to the grid, with approximately 100 million kilowatts from centralized solar and 113 million kilowatts from distributed solar [1] - By the end of June 2025, the total installed capacity of solar power in the country is expected to reach approximately 1,100 million kilowatts, a year-on-year increase of 54.1%, with centralized solar accounting for 606 million kilowatts and distributed solar for 493 million kilowatts [1] - Cumulative solar power generation in the first half of the year was 559.1 billion kilowatt-hours, a year-on-year increase of 42.9%, with an average utilization rate of 94% [1]