Core Viewpoint - The company has signed a significant exclusive supply contract for an offshore wind farm project in Europe, which is expected to positively impact its financial performance in 2027 [1] Group 1: Contract Details - The total contract amount is approximately RMB 13.39 billion, accounting for about 35.41% of the company's audited revenue for 2024 [1] - The project will be delivered by 2027, and the company will provide a comprehensive range of services including product construction, transportation, storage, and assembly [1] - The revenue recognition from this contract will depend on the agreement terms and accounting principles, with uncertainties regarding the final revenue amount and timing due to the long implementation period and foreign currency settlement [1] Group 2: New Wind Power Projects - The company plans to invest in two wind power projects in Tangshan, Hebei Province, with a total capacity of 950,000 kW and a total investment not exceeding RMB 43.80 billion [2] - The projects will have a capital contribution ratio of 20%, amounting to a maximum of RMB 8.76 billion, funded by the company's own resources, with the remainder financed through loans [2] - The expected construction periods are 12 months for the Caofeidian projects and 18 months for the Fengnan project, with an operational lifespan of 20 years [2] Group 3: Project Performance Metrics - The Caofeidian guaranteed project is expected to have an annual equivalent full-load hour of 2,765 hours, with a pre-tax internal rate of return (IRR) of approximately 17.05% [2] - The Caofeidian market-oriented project is projected to have an annual equivalent full-load hour of 2,656 hours, with a pre-tax IRR of about 13.27% [2] - The Fengnan project is anticipated to have an annual equivalent full-load hour of 2,388 hours, with a pre-tax IRR of around 11.82% [2] Group 4: Company Performance and Strategy - The company has reported significant achievements in the first half of the year, with an increasing proportion of revenue from offshore wind projects and nearly 80% of revenue coming from overseas [3] - The company has experienced strong growth in its overseas business since the second half of the year, maintaining a high level of production and shipment activity [3]

新华财经上海11月20日电 （谷青竹） 在内蒙古东部的兴安盟大地，一场绿色能源转型正在上演。继 2023年中广核300万千瓦风电基地全容量投产后，兴安盟经济技术开发区（以下简称"兴安盟经开区"） 近日宣告金风科技绿氢制绿甲醇项目一期工程成功通过气化炉工艺验证——标志着"风电-电解水制氢- 生物质气化-甲醇合成"这一完整技术路线全链条贯通，不仅迈出了填补行业规模化生产空白的关键一 步，更让兴安盟经开区一跃成为国家"双碳"战略下绿色氢氨醇产业的核心承载区。 兴安盟经开区用实打实的产业进展，勾勒出我国能源结构转型从"技术突破"到"产业落地"的生动缩影。 在"双碳"战略向纵深推进、全球能源结构加速向绿色低碳转型的今天，这里正跑出绿色能源产业的"加 速度"，书写从"试验"到"示范"的新答卷。 资源筑基：从"禀赋优势"到"成本优势"，构建产业发展"护城河" ""兴安盟风、光、水、生物质资源储量丰富，是全国生态功能最为完整、清洁能源资源最为丰富的地区 之一。兴安盟委副书记、盟长于吉顺如此推介兴安盟的核心竞争力。 从能源来看，兴安盟追"风"逐"光"的优势尤为突出，风电光伏测算可开发规模达3600万千瓦、剩余可开 发规模超21 ...

转自：新华财经 11月15日，中国石化山东石油分公司组织开展"红色传承•品质承诺•绿动未来——探秘智慧能源"公众开放日泰安站活动，全面展示中国石化驻鲁企业"十四 五"期间在服务国家能源战略、推动地方经济发展、践行社会责任等方面的工作成果和突出贡献。 与会嘉宾实地走访山东石油党校、泰山红门易捷便利店、城区第9综合加能站、油库质检室及6907红色教育基地，深入了解企业在红色基因传承、油品质量 保障与绿色能源转型方面的实践成效。 活动现场还吸引了报社的小记者们，他们跟随参观了中国石化山东石油"油气氢电服"综合能源服务布局：在油库A级质检室，技术人员讲解了汽柴油指标的 检测流程；在城区第9加能站，观摩了"爱跑98"汽油抽样检测及光储充一体化设施；红门易捷便利店作为全省首家进驻5A景区的易捷门店，展示了与旅游服 务深度融合发展的创新模式；在6907红色教育基地，重温6907工程的建设历程，感受了"战天斗地，惟实励新，事争第一"的老一辈石化人奋斗精神。 中国石化自2016年推出"中国石化公众开放日"活动以来，始终以"探秘智慧能源"为主题，向全社会展示"智慧、绿色、创新、开放"的央企形象。此次开放日 活动以沉浸式体验为载体 ...

愿景虽宏伟，但因严重缺乏约束力，致使该项承诺面临"重计划、重监测、轻约束、轻实施"的尴尬局 面。计划方面，尽管美欧要求所有参与国在2022年COP27前制定或更新国家甲烷减排行动计划，但并未 明确具体行动措施。监管方面，联合国建立了油气企业甲烷排放监测报告机制，目前154家参与企业覆 盖全球约42%的油气产量，但2025年这些企业报告排放250万吨甲烷(折算年排放量)，较上年仍有所增 加。联合国最新报告显示，当前减排速度无法实现2010年既定目标。更何况，美国特朗普政府正在放松 对甲烷的监管措施。 针对目前的问题，许多业者已经开始反思。联合国最新报告指出，一些能源企业正提升甲烷报告质量， 强调基于测量的可靠数据不仅指导高效减排，更是追踪甲烷排放变化、评估气候目标进展的关键。但这 仍然是企业的主动行动，并没有太强的约束力。 近日，在巴西举行的COP30讨论了启动"甲烷大协作"以快速控制全球变暖的议题。这一讨论的背景是 COP26气候峰会上提出"全球甲烷承诺"以来，许多国家未能以达成全球变温控制目标所需的速度削减甲 烷排放，致使该承诺并未兑现其阶段性目标这一事实。笔者认为，缺乏约束手段是"全球甲烷承诺"无法 兑现 ...

Core Viewpoint - Jilin Electric Power Co., Ltd. (吉电股份) is advancing its transformation into a new green energy enterprise, with a significant investment in a coal power project that aligns with national energy strategies and the "14th Five-Year Plan" [1][3]. Group 1: Project Investment - The company plans to invest 5.698 billion yuan in the construction of the Baicheng Phase II 2×66 MW coal power project, which is a dual key project for national and Jilin province energy supply [1][2]. - The project will feature advanced supercritical technology and is designed to meet the requirements of the "New Generation Coal Power Upgrade Special Action Implementation Plan (2025-2027)" [2][3]. - The expected construction period for the project is 26 months, with an internal rate of return on capital of 8.32% and a post-tax internal rate of return of 4.69% [2]. Group 2: Strategic Importance - The project is expected to enhance the power supply security in Jilin province and optimize the regional power structure, thereby increasing the company's competitive edge [3]. - The company has extensive experience in coal power plant construction and operation, which will contribute to the project's success [3]. Group 3: Transition to Green Energy - The company is transitioning from traditional energy to green, low-carbon, and renewable energy, with renewable energy capacity surpassing that of thermal power [4][7]. - By the end of 2024, the company aims for a total installed capacity of 14.4411 million kW, with renewable energy accounting for 11.1111 million kW, representing 76.94% of the total [5]. - The company plans to change its name to "Electric Power Green Energy" to reflect its commitment to green energy [4][7]. Group 4: Financial Performance - In 2024, the company reported revenues of 13.740 billion yuan, with renewable energy contributing 7.208 billion yuan, accounting for 52.46% of total revenue [6]. - For the first three quarters of 2025, the company experienced a revenue decline of 4.42% year-on-year, with a net profit decrease of 44.63% [8].

Core Viewpoint - The successful launch of the "Green Hydrogen-based Chemical Industry" initiative in Xingan League aims to establish a leading green energy industrial cluster in China, focusing on the development of green methanol projects and hydrogen energy technology [1][2]. Group 1: Event Overview - The event was hosted by the Xingan League government and attracted nearly 300 participants from government, research institutions, industry associations, and over 100 enterprises [1]. - The conference announced the successful process verification of a large-scale green methanol project in Xingan League [1]. Group 2: Strategic Importance - The project is seen as a benchmark for the hydrogen-based fuel industry, contributing to the entire hydrogen energy technology chain and aligning with local resource advantages and international market demands [1][2]. - The Xingan League aims to leverage its "integrated wind-solar-hydrogen-storage" resource advantages to build a comprehensive industrial system from biomass resources to hydrogen-based chemical products [2]. Group 3: Industry Report - The "China Green Hydrogen and Methanol Industry Development Report 2025" was released, highlighting the green hydrogen and methanol industry's characteristics of green raw material sourcing and low-carbon production processes [2]. - The report indicates that the industry is at a critical window of policy support, technological breakthroughs, and market demand [2]. Group 4: Collaborative Efforts - The establishment of the "Xingan League Green Methanol Industry Alliance" aims to foster collaboration among government, enterprises, and research institutions to promote resource sharing and technological cooperation [4]. - The event showcased the latest achievements and future plans in green hydrogen preparation, green methanol synthesis, and industry chain collaboration [4]. Group 5: Future Outlook - Participants expressed intentions for cooperation and investment, indicating a strong interest in the development of the green hydrogen and methanol industry in Xingan League [4][5]. - The successful hosting of the event sends a strong signal of openness and collaboration in building an industrial ecosystem, aiming for high-quality development in the green energy sector [5].

（央视财经《第一时间》）当地时间12日，《联合国气候变化框架公约》第三十次缔约方大会（COP30），"中国角"系列边会继续在巴西贝伦展开，当天举 行的"推动绿色创新合作 共建绿色丝绸之路"活动引发与会国际人士的关注和肯定，在活动现场，生态环境部宣教司司长、中国代表团新闻发言人裴晓菲对 本次气候大会"中国角"的绿色元素进行了介绍。 编辑：潘煦 多国嘉宾在发言中表示，中国在绿色能源转型领域的经验值得其他国家学习和效仿。 当天，联合国气候变化框架公约秘书处执行秘书西蒙·斯蒂尔等嘉宾也对中国推动绿色转型，促进南南合作给予积极肯定。 联合国气候变化框架公约秘书处执行秘书 西蒙·斯蒂尔：以"一带一路"绿色发展国际联盟为代表的南南合作是推动这一转型的重要引擎。此类倡议展现了各 国共享技术、资金和专业知识所能取得的成就。参与国家的数量以及私营部门和慈善机构建立的伙伴关系都预示着一种新型经济的崛起。 欧洲气候基金会首席执行官 劳伦斯·图比亚娜：关于贸易与环境的价值已经有很多讨论，人们考虑将贸易和投资结合起来，以促进合作与转型，并支持绿色 经济利益共享，在这方面，中国再次走在了前列。 转载请注明央视财经 ...

Core Viewpoint - In 2024, China's battery exports are projected to increase in volume but decrease in value, reflecting a "volume increase and price decrease" trend driven by factors such as falling lithium carbonate prices and structural overcapacity [11][20]. Summary by Category Export Volume and Value - The total export volume of various battery types from China in 2024 is expected to reach 37.895 billion units, up from 33.280 billion units in 2023, marking a year-on-year increase of 13.87% [1][2]. - The total export value for 2024 is projected at $66.979 billion, down from $70.711 billion in 2023, representing a year-on-year decrease of 5.28% [1][4]. Battery Types and Performance - Lithium-ion batteries dominate the export market, accounting for 91.3% of the total export value, while lead-acid batteries represent 4.4%, zinc-manganese/alkaline batteries 2.9%, and nickel-hydrogen/nickel-cadmium batteries 0.6% [1][11]. - Specific battery types show varied performance: - Lithium-ion battery export value decreased by 5.97% in 2024, while export volume increased by 8.1% [4][11]. - Lead-acid battery exports have remained stable due to recovering global automotive production, although growth is expected to slow down [11][19]. - Alkaline manganese batteries have shown consistent growth, while zinc-manganese batteries have seen a decline in exports over the past few years, with a slight rebound in 2024 [12][19]. Major Export Markets - The United States is the largest market for Chinese battery exports in 2024, with an export value of $16.01 billion, accounting for 23.9% of total exports [19]. - Germany follows as the second-largest market with an export value of $10.56 billion, representing 15.8% of total exports [19]. - South Korea ranks third with an export value of $3.848 billion, making up 5.7% of the total [19]. Regulatory and Market Challenges - The implementation of new EU battery regulations and ongoing tariffs on Chinese lithium batteries in the U.S. are increasing export costs and compliance difficulties for Chinese battery manufacturers [19][20]. - The reduction of export tax rebates from 13% to 9% starting December 1, 2024, further adds to the challenges faced by the industry [19]. Future Outlook - Despite the pressures from global economic conditions and trade frictions, the Chinese battery industry is expected to maintain resilience and explore new growth opportunities, particularly in regions like the Middle East, Central Asia, and Africa [19][20].

今天，A股三大指数集体走强，大盘再度刷新十年新高。截至收盘，上证指数上涨0.73%，深证成指、 创业板指数分别上涨1.78%、2.55%。 沪深两市成交额达到20420亿元，较昨日放量969亿元。个股涨多跌少，整个市场的上涨个股与下跌个股 数量分别为3953只、1338只，个股涨跌幅的中位数为上涨0.61%。 大市方面，上证指数再创新高，从右侧对震荡上行行情进行确认，而左侧确认则是从11月5日的15分 钟、30分钟级别均出现底背离共振开始。 创业板指数方面，今天的上涨主要由锂电产业链贡献。创业板指数今天一阳穿四线，此外，11月5日、 11月12日的两根探底K线，使得指数形成了一个小双底。 如果创业板指数能突破11月7日的高点3240点，则小双底的可靠性会得到进一步的强化。 两大产业链上涨，主要是受多个消息的驱动。 一是上游产品涨价。据鑫椤三方报价，电解液添加剂VC（碳酸亚乙烯酯）昨日均价11万元/吨，较前日 上涨4.45万元。此外，FEC（氟代碳酸乙烯酯）、六氟磷酸锂的价格也有不同程度的上涨。 二是行业公司迎来利好。海博思创与宁德时代签订战略合作协议，2026年至2028年公司采购电量累计不 低于200GWh ...

今天，A股三大指数集体走强，大盘再度刷新十年新高。截至收盘，上证指数上涨0.73%，深证成指、 创业板指数分别上涨1.78%、2.55%。 沪深两市成交额达到20420亿元，较昨日放量969亿元。个股涨多跌少，整个市场的上涨个股与下跌个股 数量分别为3953只、1338只，个股涨跌幅的中位数为上涨0.61%。 大市方面，上证指数再创新高，从右侧对震荡上行行情进行确认，而左侧确认则是从11月5日的15分 钟、30分钟级别均出现底背离共振开始。 创业板指数方面，今天的上涨主要由锂电产业链贡献。创业板指数今天一阳穿四线，此外，11月5日、 11月12日的两根探底K线，使得指数形成了一个小双底。 如果创业板指数能突破11月7日的高点3240点，则小双底的可靠性会得到进一步的强化。 总体而言，大盘震荡上行格局正在打开，但上方有2015年7月中旬至8月中旬4000点至4184点区间的压 力，这会使得指数上行速率不会那么快，空间预期暂时不宜过高。 板块方面，锂电与储能两大产业链是今天市场最大的热点。由于锂电与储能交集颇多，因此协同性也比 较强。 整个市场涨停或涨幅超过10%的个股有118只，而这两大产业链就有多达56只个股 ...