"截至今年二季度末，仅清洁能源产业中的装备制造、设施建设和运营、抽水蓄能电站建设3个板块，信 贷余额同比分别增长40.5%、22.1%和34.7%，'滴灌效应'进一步放大。"人民银行青海省分行行长翟向祎 介绍。 作为"中华水塔"，青海省生态旅游资源丰富。但由于地处偏远，很多资源"养在深闺人未识"。"青海是 国家的生态战略要地，在荒漠治理、水土保持、林草固碳等领域投入较多但回报慢。"山成英说。 "园区里的企业基本都有自己的'碳账户'。"在青海省西宁市南川工业园区，丽豪半导体碳排放管理师李 晓静已从业超过3年，她每天的主要工作是分析企业各生产流程碳排放及企业落实碳减排情况。"此前只 能根据用电量粗略估计，现在有了绿电溯源系统，用了多少火电、多少清洁能源一清二楚，没有'糊涂 账'。" "碳账户"是人民银行青海省分行为企业量身定做的绿色账户。"'碳账户'包含碳排放和绿电使用两个维度 共计6项核心指标，我们对应建立了实施方案、业务指引、碳效评价等工作机制，引导金融机构将'碳账 户'数据纳入授信决策，为碳减排成效明显的企业在贷款利率、期限、额度方面提供优惠。"人民银行青 海省分行工作人员山成英说。 "传统企业在技术改造过 ...

Core Insights - The Chinese photovoltaic industry has become a core engine for global energy transformation, driven by the acceleration of energy structure transition and the advancement of China's "dual carbon" goals [1] Group 1: Technological Iteration - The photovoltaic industry's technological competition is a central theme of its development, with significant advancements in efficiency and cost reduction over the years [2] - The transition from multi-crystalline silicon BSF cells with 15%-18% efficiency to single-crystalline silicon PERC cells exceeding 20% efficiency, and now to TOPCon cells achieving 25.4% efficiency, highlights the rapid technological evolution [2] - The company recognizes that while TOPCon cells will dominate the market in the short term due to their established supply chain and cost advantages, perovskite tandem cells, despite stability challenges, hold significant potential as the "ultimate form" of photovoltaics [2] Group 2: Market Transformation - The application boundaries of the photovoltaic industry are expanding from single power generation to multi-technology integration and multi-scenario penetration [3] - The "zero-carbon park" model showcased at CEEC represents a new phase of photovoltaic application, integrating rooftop photovoltaics, BIPV facades, and energy storage systems to achieve 100% green electricity self-sufficiency [3] - The company plans to launch "zero-carbon park" solutions for commercial distributed photovoltaic markets, upgrade its NiOS smart energy management system, and develop carbon asset management services utilizing blockchain technology [3] Group 3: Policy Adjustments - Changes in the policy environment significantly shape the photovoltaic industry's development trajectory, moving from reliance on domestic subsidies to market competition and international expansion [4] - The company aims to establish a dedicated team to track domestic and international carbon policies and renewable energy quota systems, ensuring alignment with policy directions [4] - By innovating technologies to reduce dependency on subsidies, the company seeks to maintain market competitiveness even in a declining subsidy environment [4] Group 4: Ecological Co-construction - The sustainable development of the photovoltaic industry requires a dual-driven system of "technology + ecology" in response to global energy transition demands and international trade uncertainties [5] - The company is committed to participating in the construction of a green ecological system, increasing R&D investment, and deepening collaboration with industry partners to explore global markets [5] - The competition in the photovoltaic industry fundamentally revolves around the competition of ecological systems, with the company focusing on industry evolution, technological innovation, and ecological co-construction to contribute to the green energy revolution [5]

Core Viewpoint - The company has signed a strategic cooperation framework agreement with China Huadian Corporation Hubei Branch to jointly build low-carbon and zero-carbon industrial parks globally, focusing on green electricity connectivity and resource sharing to enhance ESG value and competitiveness [1] Group 1: Strategic Cooperation - The strategic cooperation agreement aims to establish a global low-carbon and zero-carbon industrial park construction and operation system [1] - The partnership will leverage "green electricity direct connection" to trace green electricity and implement a multi-faceted "green + circular" cooperation model [1] Group 2: Environmental and Economic Impact - The use of green low-carbon energy is expected to significantly reduce carbon emissions and meet downstream customers' certification requirements for green electricity tracing and carbon footprint [1] - The initiative will help the company address challenges related to "carbon tariffs," thereby enhancing its ESG value and meeting global customer demands [1] Group 3: Business Growth and Competitiveness - The collaboration is anticipated to lower production costs, improve profitability, and enhance product competitiveness [1] - This strategic move aligns with the company's long-term development strategy and benefits a wide range of investors while promoting the development of the global green industry [1]

Core Viewpoint - The company has signed a strategic cooperation framework agreement with China Huadian Corporation Hubei Branch to jointly build low-carbon and zero-carbon industrial parks globally, focusing on green electricity connectivity and resource sharing to enhance ESG value and competitiveness [1] Group 1: Strategic Cooperation - The strategic cooperation agreement aims to establish a global low-carbon and zero-carbon industrial park construction and operation system [1] - The partnership will leverage "green electricity direct connection" to trace green electricity and implement a multi-faceted "green + circular" cooperation model [1] Group 2: Environmental and Economic Impact - The use of green low-carbon energy is expected to significantly reduce carbon emissions and meet downstream customer requirements for green electricity tracing and carbon footprint certification [1] - The collaboration is anticipated to lower production costs, enhance profitability, and improve product competitiveness, contributing to the high-quality development of the company's green low-carbon industry [1] Group 3: Long-term Development Strategy - The agreement aligns with the national "dual carbon" strategy and supports the company's long-term development strategy and the interests of investors [1] - The initiative is expected to promote the development of the global green industry and enhance the company's global competitiveness [1]