如何评估风电与核电增值税政策调整的影响？20251021 摘要 已投产核电机组不受增值税政策调整影响，但已核准未投产机组的增值 税返还周期从 15 年缩短至 10 年，返还比例降至 50%，新核准项目不 再享受增值税优惠。 增值税政策调整对已核准未投产的核电机组预计产生 3.5 亿至 4 亿元的 财务影响，主要集中在第 6-15 年；新核准项目可能受到约 5 亿元的财 务影响。 陆上风电每 GW 盈利将减少约 0.11 元，盈利下降约 6%；海上风电每 GW 盈利减少 0.41 元。陆上风电竞争力降低 0.3 个百分点，海上风电竞 争力降低 0.6 个百分点。 市场对政策变化反应稳定，仅个别受退税影响大的公司出现回撤，整体 风电运营主体和核电运营商表现平稳，因绿电和核电估值较低，基本面 冲击有限。 增值税政策变化不会显著冲击核能板块长周期配置价值，火电脱碳压力 和煤价上涨可能限制火电脱碳进程，利好清洁能源。 Q&A 本次增值税政策调整对风电和核电行业的具体影响是什么？ 低 0.6 个百分点。 目前市场对这些政策变化有何反应？ 市场反应相对稳定，仅个别受退税影响较大的公司出现明显回撤。整体来看， 大多数风电运营 ...

Core Insights - Guangdong Yangjiang is accelerating its transformation from a wind power city to a "Green Energy Capital" through innovative financial strategies and collaboration among financial institutions [1][2][3] Financial Performance - As of August 2025, the total loan balance of financial institutions in Yangjiang reached 234.2 billion yuan, marking a year-on-year increase of 12.2% [1] - The balance of green loans and technology loans in Yangjiang was 64.5 billion yuan and 60.8 billion yuan respectively, accounting for 28% and 26.4% of total loans as of the second quarter of 2025 [1] Strategic Initiatives - The establishment of a "stock, debt, loan, guarantee, and lease" linkage service mechanism aims to provide comprehensive financial support to technology enterprises, with 127 companies visited and credit granted totaling 10.53 billion yuan [2] - The "Win-Win Plan" encourages strategic cooperation agreements between banks and enterprises, resulting in an intended credit of 187 million yuan for five companies [2] Industry Empowerment - A financing matchmaking event led to the signing of strategic cooperation agreements with major banks, securing nearly 65 billion yuan in comprehensive credit support for key industries [3] - The introduction of innovative financial products and the establishment of technology branches have facilitated the issuance of 4.66 billion yuan in loans to technology enterprises since 2025 [3] Regional Integration - Yangjiang is actively pursuing integration with the Guangdong-Hong Kong-Macao Greater Bay Area by facilitating capital market access for local technology enterprises [4] - The establishment of six funds with a total scale exceeding 15 billion yuan aims to invest in emerging industries, including green energy and low-altitude economy [4] - The city investment group has issued 800 million yuan in mid-term notes in the interbank bond market, marking a significant achievement in debt financing tools for the region [4]

从企业车间到田间地头，从高校院所到科研基地，服务团成员认真调研、仔细思考。多位专家学者关注 到甘肃留才用才的痛点问题，并提出建议。 座谈会上，郭雷建议在"七地一屏一通道"规划实施过程中，进一步强化科技赋能与人才队伍建设。例 如，以省内地方产业需求为牵引，进一步推动产学研深度融合；结合甘肃发展实际，进一步探索柔性引 才模式；成立省级人才对接服务平台，进一步优化科技人才空间配置等。 中央统战部近期组织党外院士专家与留学人员国情考察服务团走进甘肃，开展考察服务活动，发挥优势 专长，为甘肃高质量发展提出务实建议。 通过这次实地考察服务，服务团成员了解到甘肃省加快构建新发展格局，着力推动高质量发展取得的实 效。服务团成员表示，将立足岗位尽展所长，投身中国式现代化建设的壮阔洪流，积极建言献策、挺膺 担当、矢志奉献。 加强交流合作，达成多项共识 在服务团团长、中国科学院院士郭雷的带领下，服务团一行调研兰州大学数学与统计学院、信息学院和 中国科学院兰州分院，围绕系统与自动化控制、人工智能、应用数学等方面，与相关院所和科研人员进 行座谈交流。 "希望我们与历史文化学院能开启合作，选留优秀人才。"中国艺术研究院副院长喻静就人才共 ...

Core Insights - The article highlights the successful energy transformation in Duan Village, Shanxi Province, showcasing a model for rural energy transition through the implementation of a "flexible interconnection" smart microgrid system that achieves 100% green electricity supply and energy electrification [2][4]. Energy Structure Renewal - In 2022, facing high seasonal energy costs and challenges in accessing clean energy, the State Grid Linfen Power Supply Company identified the need for a shift towards green energy solutions to support rural revitalization [3]. - The company collaborated with external research institutions to develop a tailored smart microgrid solution, integrating advanced technologies such as low-voltage direct current interconnection and distributed photovoltaic systems [3][6]. - The innovative application of low-voltage photovoltaic and storage direct current interconnection has improved efficiency by 18% [6]. Energy System Empowerment - The core of Duan Village's energy transformation lies in the village-level smart microgrid project, which includes the construction and renovation of 6.7 kilometers of 10 kV lines and 5.8 kilometers of low-voltage lines, along with the addition of four transformers with a total capacity of 2,520 kVA [6]. - The new system reduces energy loss significantly compared to traditional models, which experienced over 15% loss due to multiple conversions [6]. Energy Transition Effectiveness - The transition has led to a 100% reliance on electric energy sourced from green power, achieving "zero carbon" energy consumption in the region [7]. - This transformation has not only reduced carbon emissions but also improved the ecological environment, creating tangible benefits for the villagers [7]. - Duan Village was recognized as a pilot project under the Global Environment Facility's "China Zero Carbon Village and Town Promotion Project" in April 2025, establishing it as a model for rural green development [7]. Conclusion - The energy transformation in Duan Village exemplifies how grassroots initiatives can effectively contribute to sustainable development, linking ecological protection with economic growth [8].