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马来西亚打造区域绿色能源枢纽
Ren Min Ri Bao· 2025-08-25 21:54
马来西亚正筹划2026年发布《可再生氢能路线图》,探索在柔佛—新加坡快速交通沿线建设首个跨境绿 氢走廊,并计划在沙捞越州设立"绿色电价走廊",以更具竞争力的电价服务于加里曼丹工业区逐步打造 区域绿色能源枢纽。马来西亚能源及水务转型部副部长阿克玛表示,"附加费豁免只是开端",政府将携 手业界、金融机构与社区,将马来西亚打造为东盟绿色能源投资首选之地。 (本报吉隆坡电) (文章来源:人民日报) 近年来,马来西亚积极探索推动全国范围内的绿色电力发展。自今年8月1日起,马来西亚任何企业通过 3种方案购买绿色电力,将不再需要缴纳1.6%的可再生能源基金。这3种方案包括通过"绿色电费"机制买 电、通过"隔墙售电"(用户不经电网公司而通过签订合同直接从发电方购电)项目与太阳能开发商签订 长期协议、通过社区合作社团购买绿色电力。马来西亚副总理兼能源及水务转型部部长法迪拉表示,通 过上述3种方案购电,无需再缴纳可再生能源基金这笔附加费后,绿色电力的采购成本将降低5%至 10%。 据相关测算,在"绿色电费"机制下,工业用户每千瓦时电可节省约0.085林吉特(目前马来西亚工业电 价每千瓦时在0.4—0.45林吉特之间);通过"隔墙 ...
中环新能源(01735) - 有关订立谅解备忘录的自愿公告
2025-08-25 10:57
香 港 交 易 及 結 算 所 有 限 公 司 及 香 港 聯 合 交 易 所 有 限 公 司 對 本 公 告 之 內 容 概 不 負 責,對其準確性或完整性亦不發表任何聲明,並明確表示,概不對因本公告全部 或任何部分內容而產生或因依賴該等內容而引致之任何損失承擔任何責任。 CENTRAL NEW ENERGY HOLDING GROUP LIMITED 中 環 新 能 源 控 股 集 團 有 限 公 司 (於開曼群島註冊成立的有限公司) (股份代號:1735) 有關訂立諒解備忘錄的 自願公告 本 公 告 乃 中 環 新 能 源 控 股 集 團 有 限 公 司(「 本 公 司 」, 連 同 其 附 屬 公 司 統 稱「 本 集 團」)自願作出。 本公司董事(「董事」)會(「董事會」)欣然宣佈,於二零二五年八月二十五日,EGN LTD(「EGN」)與本公司訂立一份諒解備忘錄(「諒解備忘錄」),據此,諒解備忘錄 的各訂約方( 各稱「訂約方」,統稱「訂約各方」)擬在阿曼投資光伏電站項目,並在 當地建立光伏組件產能。合作將基於平等互利、產業協同及協調發展之原則,致 力建立長期穩定之戰略合作夥伴關係,以實現共同成長及共 ...
金风科技(02208) - 2025 Q2 - 电话会议演示
2025-08-25 08:00
Industry Review Business Review Financial Results Global Wind Power Market Onshore Offshore 2025 Interim Results 88.4 72.5 68.8 105.7 109.0 6.9 21.1 8.8 10.9 8.0 95.3 93.6 77.6 116.6 117.0 2020 2021 2022 2023 2024 Global Annual New Installation (GW) Wind power has become the most economical renewable energy source(USD/KWh) 0.087 0.06 0.057 0.043 0.092 0.079 0.034 0.086 0.055 0.044 0.417 0.402 0.208 0.113 Bioenergy Geothermal Hydropower Solar PV Concentrated solar power Offshore wind Onshore wind global LCOE ...
绿能智创 驱动未来|2025第三届零碳技术专精特新创业大赛京津冀预选赛北京站议程公布
势银能链· 2025-08-25 04:04
"宁波膜智信息科技有限公司"为势银(TrendBank)唯一工商注册实体及收款账户 重要会议: 2025势银绿氢产业大会(8月27-28日,江苏·无锡) 点此报名 添加文末微信,加 绿氢 群 空 雪 贝 目 苏州市志青博材科技有限公司 | 阴离子交换膜研发和产业化 专注于新能源领域的核心材料阴离子交换膜,从树脂合成起 步,拥有阴离子交换膜的多项核心专利,现已实现树脂单釜 10kg稳定生产,AEM产品现已实现20-100cm宽幅的均质膜 、增强膜、消氢膜等差异化产品矩阵。 | 基于氢敏变色材料和智能传感技术的氢气安全管理系 统应用和产业化 氢气变色材料与传感技术融合,实现氢气泄漏检测可视化, 解决泄漏难检、漏点不易查找等难题 中鼎新材料科技(河北)有限公司 | 礼锦生含氢天然泉水 -- 天然氢能量,健康水饮新选择 北京嘉泰新能科技有限公司 | 北京嘉泰新型压缩气体储能 新型压缩气体储能项目致力于大规模、长时间、环保、绿色 、低碳、高效率、灵活、安全的物理储能方式 北京艾能瑞通电气技术有限公司 | 光储充直流系统 为全球工商业用户提供光储充直流系统核心变流器和智能微 电网解决方案 泛氢科技(北京)有限公司 礼锦生 ...
江苏常州:首列光伏板集装箱专列发运
Ren Min Wang· 2025-08-24 03:03
江苏常州:首列光伏板集装箱专列发运【3】 江苏常州:首列光伏板集装箱专列发运【4】 江苏常州:首列光伏板集装箱专列发运【5】 江苏常州:首列光伏板集装箱专列发运 江苏常州:首列光伏板集装箱专列发运【2】 ...
巴西太阳能装机容量超60吉瓦
Shang Wu Bu Wang Zhan· 2025-08-23 16:48
巴西《经济价值报》8月15日消息,据巴西国家电力局(Aneel)数据,巴太阳能装机容量已达60吉 瓦(GW),其中分布式发电42.1吉瓦,大型集中式发电17.9吉瓦。据巴光伏太阳能协会(Absolar)统 计,太阳能共占巴电网总装机容量的23.5%,仅次于水电,已减少约8830万吨二氧化碳排放。该协会 称,自2012年来,光伏行业为巴西带来超2700亿雷亚尔投资,创造超180万个绿色就业岗位,贡献超844 亿雷亚尔税收。 (原标题:巴西太阳能装机容量超60吉瓦) ...
谋共同发展 赢繁荣未来——上海合作组织推动区域可持续发展走深走实
Xin Hua She· 2025-08-23 09:03
Group 1: Core Perspectives - The Shanghai Cooperation Organization (SCO) is enhancing sustainable development cooperation among member states, focusing on high-quality alignment of regional development strategies amidst geopolitical conflicts and trade barriers [1][2] - The year 2025 is designated as the "SCO Sustainable Development Year," emphasizing cooperation in connectivity, agriculture, industry, green industries, and digital economy [1][2] Group 2: Connectivity and Trade - The SCO serves as a significant platform for the Belt and Road Initiative, with member states deepening cooperation in infrastructure to promote regional connectivity and trade facilitation [2] - In the first seven months of 2025, China's import and export volume with other SCO member states reached 677.4 billion yuan via land transport, a 7.4% increase, and 251.01 billion yuan via air transport, a 44.6% increase [2] Group 3: Economic Transformation and Upgrading - The SCO facilitates the sharing of agricultural technology and industrial collaboration, enhancing the autonomy and sustainability of economic development among member countries [3] - Uzbekistan is adopting Chinese drip irrigation technology to improve cotton yields, while Kazakhstan is developing agricultural logistics parks to guide local farmers in diversified planting [3] Group 4: New Cooperation Spaces - The SCO countries are diversifying cooperation in green technology and digital infrastructure, promoting digital economy development and technological innovation for sustainable growth [6] - The construction of a 100 MW solar power plant in Kazakhstan exemplifies successful green energy cooperation, aiding the region's transition to a low-carbon economy [6] Group 5: Digital Economy and Innovation - The establishment of the "Silk Road E-commerce" comprehensive service base aims to enhance cross-border e-commerce and logistics, supported by the China-SCO big data cooperation center [6] - In Kyrgyzstan, the implementation of a 5G network has increased internet penetration from 43% to over 70%, while digital healthcare platforms in Tajikistan provide remote medical consultations [6][7]
合康新能2025上半年营收利润双高增 经营质量稳健改善
Core Viewpoint - The company, Hekang New Energy Technology Co., Ltd., reported significant growth in revenue and net profit for the first half of 2025, reflecting strong operational performance and effective management strategies [1][2]. Financial Performance - The company achieved operating revenue of 4.497 billion yuan, a year-on-year increase of 163.06% [1]. - The net profit attributable to shareholders reached 71.1837 million yuan, marking a year-on-year growth of 732.83% [1]. - The net cash flow from operating activities was 251 million yuan, indicating healthy cash flow management [1]. Business Development - The company expanded its household photovoltaic EPC business from 15 to 22 provinces, with a cumulative grid-connected capacity exceeding 3GW as of June 30, 2025 [2]. - The company launched a new range of photovoltaic grid-connected inverters with power ratings between 20KW and 40KW, covering approximately 70% of the market application scenarios for household grid-connected inverters [2]. R&D and Market Strategy - The company is focusing on product research and market capability development in the household energy storage sector, with a robust order reserve situation supporting future growth [2]. - The company’s production base for energy storage in Anqing commenced operations on June 25, 2025, ensuring sufficient capacity for order fulfillment [2]. Industry Positioning - In the high-voltage frequency converter business, the company is leveraging national policies for equipment upgrades and domestic substitution, leading to a significant increase in project orders [3]. - The company signed a joint development agreement with China National Nuclear Corporation for a nuclear power intelligent high-voltage frequency conversion system [3]. - The company is actively exploring overseas markets in South America and Southeast Asia, focusing on industries such as HVAC, mining, and cement [3].
香港中华煤气(0003.HK):业绩略低于预期 分红保持稳定
Ge Long Hui· 2025-08-22 18:49
机构:华泰证券 研究员:王玮嘉/黄波/李雅琳/胡知 香港中华煤气公布1H25 业绩:收入275 亿港元,同比持平;核心利润30.8亿港元,同比-3%;归母净利 29.6 亿港元,同比-3%。公司核心利润略低于我们预期的31.9 亿港元,主要是汇兑因素导致财务费用高 于我们预期。香港煤气销量同比持平,涨价效益有望延续。内地城燃销气增速放缓,价差修复幅度或将 收敛。可再生能源和绿色能源业务具备增长潜力。公司维持中期DPS 12 港仙,我们预计全年DPS 有望 持平于35 港仙,对应股息率5.0%。 公司分红规划明确,维持买入评级。 香港煤气:煤气销量稳定,涨价效益有望延续 1H25 公司的煤气销量为14,935TJ、同比持平;其中居民气量同比+2.5%、得益于平均温度同比降低 0.8℃;商业同比-2.3%、受南下旅游模式改变和港人北上影响。考虑到香港本地需求稳定,我们预计 2025 年煤气销量延续同比持平的态势。公司有望持续受益于香港本地完善的顺价机制,我们预计2025 年香港EBITDA 利润率有望维持在52%左右的水平。 内地城燃:销气增速放缓,价差修复幅度或将收敛1H25 公司城市燃气销气量达到185.8 ...
冰轮环境(000811) - 000811冰轮环境投资者关系管理信息20250822-2
2025-08-22 08:08
Group 1: Financial Performance - In the first half of 2025, the company achieved revenue of 3.12 billion CNY, a year-on-year decline of 7%, with a net profit attributable to shareholders of 266 million CNY, down 20% year-on-year [4] - The second quarter saw a year-on-year revenue increase, with domestic business revenue at 2.1 billion CNY, while overseas business grew significantly by 30%, reaching 1.02 billion CNY [4] Group 2: Business Segments and Products - The company focuses on providing advanced system solutions and lifecycle services in the energy and power sectors, with key products including compressors and heat exchangers, covering a temperature range of -271℃ to 200℃ [4] - The low-temperature refrigeration segment generated revenue of 1.73 billion CNY, accounting for 55% of total revenue, while the HVAC segment contributed 1.2 billion CNY, making up 39% [4] Group 3: Data Center Applications - The company’s subsidiaries provide cooling equipment for data centers, including variable frequency centrifugal chillers and integrated natural cooling function screw chillers, which have been recognized in the national green data center technology catalog [5] - Successful projects include major data centers across China and collaborations with local integrators in North America, Australia, Southeast Asia, and the Middle East [5] Group 4: Nuclear Power Industry - The company is actively involved in the nuclear power sector, focusing on core applications such as nuclear island cooling and heat recovery, with innovative technologies developed for safe and efficient energy use [6][7] - It has provided services to multiple nuclear power stations in China, enhancing operational safety and efficiency [6][7] Group 5: Industrial Heat Management - In line with national carbon reduction strategies, the company has launched comprehensive industrial heat control solutions, integrating high-temperature and wide-temperature range heat pump technologies [8] - The solutions aim to achieve efficient energy recovery and utilization across various industrial applications, reflecting the company's long-term strategic vision [8]