中新社北京9月26日电 中国国家能源局26日公布的数据显示，截至8月底，全国累计太阳能发电装机容 量11.2亿千瓦，同比增长48.5%；风电装机容量5.8亿千瓦，同比增长22.1%。太阳能、风电装机合计达 到约17亿千瓦，相当于70多个三峡电站的总装机。 水电水利规划设计总院院长李昇指出，2035年新目标正是基于能源增长趋势和结构转型需求作出的科学 测算，展现了中国在能源可持续发展方面的远见与雄心。中国具备实现新目标的产业基础、技术优势与 市场规模。完整的产业链、领先的技术和持续创新能力为未来发展提供坚实保障。(完) 《巴黎协定》达成10周年之际，中国近日宣布新一轮国家自主贡献目标，其中明确，到2035年，中国非 化石能源消费占能源消费总量的比重达到30%以上，风电和太阳能发电总装机容量达到2020年的6倍以 上、力争达到36亿千瓦。 ...

Report Information - Report Type: Steel Daily Review [1] - Date: September 3, 2025 [2] - Research Team: Black Metal Research Team [3] - Researchers: Zhai Hepan, Nie Jiayi, Feng Zeren [3] 1. Market Review and Future Outlook 1.1 Spot Market Dynamics and Technical Analysis - On September 2, some rebar and hot-rolled coil spot markets saw price drops. Rebar prices in Changsha dropped by 30 yuan/ton, and in other cities by 10 - 20 yuan/ton. Hot-rolled coil prices in some cities dropped by 10 - 20 yuan/ton, while in Shenyang, it rose by 10 yuan/ton [8]. - The daily KDJ indicators of rebar 2601 contract showed a split trend, with the J value rebounding, the K value nearly flat, and the D value continuing to decline. The daily KDJ indicators of hot-rolled coil 2601 contract continued to decline after a dead cross the previous day. The daily MACD green bars of both contracts have been expanding [8]. 1.2 Future Outlook - News: Recently, some northern steel mills started the first round of coke purchase price cuts, and iron ore spot prices also showed a weakening trend [9]. - Fundamentals: The production and demand of the five major steel products continued to rise slightly, while the steel mill inventory continued to decline slightly, but the social inventory reached a new high since early May. The blast furnace capacity utilization rate and daily hot metal output decreased slightly but remained at a high level. Since early August, steel mill profits have generally declined by 140 - 200 yuan/ton, which has a suppressing effect on raw material prices. Steel mill iron ore inventories have declined for two consecutive weeks, and the purchasing sentiment has turned flat. After the eighth round of coke spot price increase, there are rumors that Hebei steel mills plan to conduct the first round of coke price cuts on September 5. Mongolia will increase coal exports to China, causing coke and coking coal futures to turn weak again [10]. - Overall: Recently, the production restrictions in Beijing-Tianjin-Hebei, Shandong, and Henan were not as effective as previously shown in the market. Constrained by the under - expected demand in the steel spot market and the significant narrowing of steel mill profits, the steel market in the early part of September will face pressure from weak demand and the loss of cost support. However, this situation is unlikely to continue after mid - September. There is hope for a long - term slow - bull market in the steel market from mid - September to November, similar to the domestic stock index slow - bull trend from April to August [11]. 2. Industry News - The Shanghai Cooperation Organization member states issued a statement on energy sustainable development on September 1, calling for deeper cooperation in the energy field [12]. - On September 2, the China Federation of Logistics and Purchasing released the logistics industry prosperity index for August, which expanded significantly. The business volume index and new order index continued to expand [12]. - Tianfeng Securities gave a "Buy" rating to China Shenhua, citing its integrated operation model, stable coal and power businesses, and high - return profit distribution plan [12]. - Five major traditional power generation companies achieved a total net profit of 24.267 billion yuan in the first half of 2025, a new high since 2016 [13]. - According to CITIC Securities, the total net profit of sample coal companies decreased by about 32% year - on - year and 15% quarter - on - quarter in the first half of the year. However, the industry's supply - demand pattern may improve in the second half, and the coal price center may rise [13]. - The 62 - day railway summer transportation ended on August 31, with passenger and freight volumes reaching record highs [13]. - In July 2025, the total import and export volume of automobile products was 24.98 billion US dollars, with exports showing significant growth [13]. - Fenix Resources signed a mining rights agreement with Sinosteel Midwest Corporation [13]. - India's power generation increased by 4% in August, and the proportion of coal - fired power generation rose [13]. - Russia's Yakutia region plans to increase coal production to over 50 million tons in 2025 [13]. - In July 2025, global pig iron production decreased by 0.2% month - on - month and 4.4% year - on - year [13]. - The EU is taking measures to ensure that Russian gas will not be mixed into its supply system after the 2027 ban [14]. 3. Data Overview - The report provides multiple data charts including spot prices, social inventories, production, and capacity utilization rates of steel products, with data sources from Mysteel and the research and development department of Jianxin Futures [16][18][25]

Core Viewpoint - The Shanghai Cooperation Organization (SCO) member states emphasize the need for sustainable energy development and call for expanded cooperation in various areas to enhance energy security and promote fair energy transition [3][4]. Group 1: Practical Cooperation - Member states advocate for the implementation of joint projects in the energy sector, including the construction of new energy infrastructure and the upgrading of existing facilities, based on mutually beneficial conditions [3][4]. Group 2: Technological Innovation Cooperation - There is a push for the development and application of advanced energy technologies, with a focus on attracting research institutions from SCO member states to engage in studies related to energy resource exploration, development, trade, and project investment [4] . Group 3: Capacity Building - The member states emphasize the importance of strengthening cooperation in professional talent training, creating favorable conditions for the exchange of experiences, knowledge, best practices, and technological achievements in the energy sector [4].

Core Viewpoint - The Shanghai Cooperation Organization (SCO) member states emphasize the need for energy security and market stability while promoting a fair energy transition tailored to national conditions, aiming to enhance the well-being of their people and protect the environment [2][3]. Group 1: Practical Cooperation - Member states call for the expansion of practical cooperation in the energy sector, including the implementation of joint projects for new energy infrastructure and upgrading existing facilities based on mutual benefits [2]. Group 2: Technological Innovation - There is a push for cooperation in technological innovation, focusing on the development and application of advanced energy technologies, and encouraging research by SCO member state scientific institutions [4]. Group 3: Capacity Building - The member states aim to strengthen cooperation in professional talent training, creating favorable conditions for the exchange of experiences, knowledge, best practices, and technological achievements in the energy sector [5]. Group 4: High-Level Joint Research - The Chinese side has proposed the implementation of high-level joint research projects in the energy sector by 2030, including seminars and training programs, to address global energy agenda issues and promote a fair and sustainable energy development model [6].

Core Viewpoint - The Shanghai Cooperation Organization (SCO) member states emphasize the need for energy security and market stability while promoting a fair energy transition tailored to national conditions, aiming to enhance the well-being of their populations and protect the environment [2][3]. Group 1: Energy Cooperation - Member states call for the expansion of practical cooperation in the energy sector, including the implementation of joint projects for new energy infrastructure and the upgrading of existing facilities based on mutual benefits [2]. - There is a focus on promoting technological innovation cooperation by developing and utilizing advanced energy technologies, encouraging research among member states' scientific institutions [3]. - Capacity building is highlighted as essential, with an emphasis on training professionals and sharing experiences, knowledge, and best practices in the energy sector [3]. Group 2: Sustainable Development Goals - The SCO reaffirms its commitment to the United Nations 2030 Sustainable Development Agenda, particularly Goal 7, which aims to ensure access to affordable, reliable, sustainable modern energy for all [2]. - The member states believe that effective energy cooperation within the SCO region will contribute to addressing global energy agenda issues and foster a fair and sustainable energy development model [3].

Core Points - The Shanghai Cooperation Organization (SCO) member states emphasize the need to maintain energy security and market stability while promoting fair energy transitions tailored to national conditions [1][2] - The declaration reaffirms commitment to the United Nations 2030 Sustainable Development Agenda, particularly Goal 7, which aims to ensure access to affordable, reliable, and sustainable modern energy for all [1] - The member states call for expanded cooperation in several areas to achieve sustainable energy development, including practical cooperation, technological innovation, and capacity building [1][2] Group 1 - The SCO member states recognize the profound adjustments in the global energy landscape and stress the importance of energy security [1] - There is a call for practical cooperation on joint energy projects, including the construction of new energy infrastructure and upgrading existing facilities [1][2] - The member states highlight the need for technological innovation in energy, encouraging research and development among member countries [2] Group 2 - The declaration emphasizes the importance of capacity building, particularly in training professionals and sharing best practices in the energy sector [2] - The Chinese side proposes high-level joint research projects in the energy field to be implemented before 2030, including seminars and training programs [2] - The member states believe that effective energy cooperation within the SCO region will contribute to addressing global energy agenda issues and promote a fair and sustainable energy development model [2]

Core Viewpoint - The Shanghai Cooperation Organization (SCO) Energy Ministerial Meeting emphasizes the importance of collaborative energy innovation and sustainable development among member countries, focusing on technology research, digital transformation, and green low-carbon development [1][2]. Group 1: Energy Cooperation and Innovation - Representatives from SCO member countries and international energy companies believe in leveraging the SCO platform to enhance consensus on energy innovation and sustainable supply [1]. - The Chinese National Energy Administration highlights the complementary resource and technological advantages among SCO countries, advocating for energy cooperation based on resource complementarity and green transformation [1][2]. - The report from the China Petroleum Group Economic and Technological Research Institute outlines a collaborative framework involving industry, supply, value, and information chains to promote coordinated development [2]. Group 2: Strategic Goals and Future Outlook - The Russian Energy Minister expresses confidence in the potential for new energy project collaborations among SCO countries, which will enhance the organization's capabilities in energy technology [2]. - The report emphasizes the need for a balanced development of traditional fossil fuels and non-fossil energy, advocating for market mechanisms and technological innovation to drive industry advancement [3]. - The focus on deepening green low-carbon cooperation is seen as a core pathway to achieving sustainable development within the SCO framework [3].

Core Viewpoint - The Shanghai Cooperation Organization (SCO) Energy Ministers' meeting emphasized the importance of energy cooperation among member states, focusing on sustainable development and green energy transition [1][2] Group 1: China's Energy Strategy - China has been advancing its energy revolution and promoting global sustainable energy development since the introduction of the "Four Revolutions, One Cooperation" strategy by President Xi Jinping [1] - The country is committed to technological innovation to ensure a strong impetus for energy transition, industrial innovation for effective energy system upgrades, policy innovation for sufficient development means, and mutually beneficial international cooperation for fruitful outcomes [1] Group 2: Collaborative Efforts Among Member States - Member countries expressed appreciation for the achievements in the energy sector within the SCO framework and recognized the Energy Ministers' meeting as a vital platform for strategic dialogue [2] - There is a call for continued collaboration in areas such as energy security, green low-carbon transition, infrastructure connectivity, and technology and knowledge sharing among member states [2] Group 3: Meeting Outcomes - A draft declaration on sustainable energy development was discussed and will be submitted to the SCO Heads of State Council for approval [2] - The meeting concluded with the signing of the meeting minutes by the participating parties, reinforcing the commitment to energy cooperation [2]

Core Viewpoint - The Shanghai Cooperation Organization (SCO) Energy Ministers' Meeting held in Ningbo, China, focused on enhancing energy cooperation among member states, emphasizing innovation, sustainability, and regional development [1][3]. Group 1: Meeting Highlights - The meeting was attended by representatives from nearly 20 SCO member countries, discussing future energy cooperation [1]. - The theme of the meeting was "Innovative Integration, Energizing the Future," highlighting the importance of collaboration in the energy sector [1]. - Key speeches were delivered by energy officials from Russia, Uzbekistan, Azerbaijan, Egypt, Nepal, Kazakhstan, Kyrgyzstan, and Tajikistan [1]. Group 2: Strategic Initiatives - Chinese President Xi Jinping's initiatives aimed at improving energy security and promoting green development were emphasized as guiding principles for energy cooperation [3]. - The meeting underscored the need for fair and just energy policies, enhanced trade and investment cooperation, and technological innovation in the energy sector [3]. - The SCO's role in building a fair and inclusive global energy governance system was highlighted [3]. Group 3: Regional Cooperation and Projects - Zhejiang Province's advantages in economic strength, innovation, and energy infrastructure were presented as a foundation for expanding energy cooperation with SCO countries [4]. - A promotional video and a report on renewable energy cooperation between China and SCO countries were released, showcasing collaborative efforts and future prospects [4]. - During the meeting, 25 projects were signed with a total investment of approximately 40 billion RMB, representing a total installed capacity of 12 million kilowatts [4].

Core Viewpoint - The article emphasizes the upcoming Shanghai Cooperation Organization (SCO) Energy Ministers' Meeting, which aims to enhance regional energy cooperation and promote sustainable development in the energy sector through innovation and integration [1] Group 1: Event Overview - The SCO Energy Ministers' Meeting will be held in Ningbo, Zhejiang Province, from June 26 to 27, 2025, organized by the National Energy Administration and the Zhejiang Provincial Government [1] - The theme of the meeting is "Innovation and Integration, Energizing the Future," focusing on leveraging the presidency to build consensus and elevate energy cooperation to higher quality and deeper levels [1] Group 2: Participants and Activities - The meeting will invite energy officials from SCO member states, observer countries, dialogue partners, and special guest countries, along with representatives from renowned think tanks, universities, and enterprises [1] - The agenda includes an opening ceremony, the fifth meeting of the SCO member states' energy ministers, and three parallel forums on topics such as "Technological Innovation Leading Energy Transition," "Industrial Innovation Driving Sustainable Energy Development," and "Policy Innovation Supporting High-Quality Energy Development" [1]