"有的同学会问，书上写的跟踪式光伏什么样？在这里就能看到，光伏阵列自东向西，每15分钟转动。 这样一来，抽象的知识便具象化了。"近日，中国经济网记者跟随2025"新中有你"网络主题传播活动采 访团来到鄂尔多斯市的达拉特光伏发电应用领跑基地，正好碰见了某研学机构的齐老师在带队考察。 据了解，基地规划在建设过程中，始终把生态优先、绿色发展作为根本遵循，在开发利用库布其沙漠丰 富的太阳能资源、广袤的土地资源的同时，采用"林光互补"建设模式，推动沙漠生态治理、现代能源经 济、沙漠农林牧业、沙漠风情旅游多产业融合发展。 孩子们围着转动的光伏板好奇提问，齐老师一边操作演示设备，一边结合课本知识讲解原理，让更多孩 子在实地体验中了解新能源发电的奥秘，以及我国能源结构深度调整的生动实践。 今年一季度，我国风电光伏发电装机达到14.82亿千瓦，历史性超过火电装机。得益于所处地理位置和 气候条件，鄂尔多斯位列一类风能资源区和二类太阳能资源丰富区，全年平均日照时数可达3000小时。 近年来，鄂尔多斯早已不满足于坐拥"乌金之海"，而是向"追风逐日"拓展，大力开发"绿色富矿"。 达 拉特光伏发电应用领跑基地。中国经济网 宋雅静／摄 向 ...

Core Viewpoint - The integration of carbon peak and carbon neutrality into ecological civilization is transforming production and lifestyle in China, with "zero carbon" becoming increasingly prevalent in rural areas [1] Group 1: Renewable Energy Generation - Dawan Village generates approximately 3.6 million kilowatt-hours of renewable energy annually, which exceeds the village's annual electricity consumption of 530,000 kilowatt-hours [3] - The surplus electricity generated has provided Dawan Village with an additional income of 560,000 yuan in just the first half of 2025 [3] Group 2: Infrastructure and Technology - The village's electricity primarily comes from nearly 6,000 solar panels installed on rooftops, greenhouses, and fields, facilitating easier charging and creating new business opportunities for residents [4] - The introduction of clean energy sources like wind and solar power has significantly reduced electricity prices, leading to the adoption of new appliances such as robotic vacuum cleaners and smart home devices, thereby enhancing the quality of life for villagers [6] Group 3: Societal Impact - The shift towards "zero carbon" is not only improving the rural environment but also profoundly changing the lifestyle of the local population [6]

Core Viewpoint - The energy revolution in China is advancing significantly, with a notable shift towards green and low-carbon energy, supported by strong policies and investments, positioning the country as a leader in clean energy development [1] Industry Trends - China's energy transition investment scale has become the largest globally, with local "14th Five-Year" plans reinforcing the strategic importance of green energy [1] - The share of non-fossil energy in total power generation is expected to exceed 60% by 2025, marking a historic milestone [1] Company Performance - Honghua Smart Energy reported a revenue of HKD 10.437 billion for the first half of 2025, with core business profit increasing by 2% to HKD 719 million [1] - The renewable energy segment showed a strong performance, with net profit rising by 5% to HKD 172 million, indicating robust growth [1] Dividend Distribution - The company announced its first interim dividend of HKD 0.05 per share, reflecting its commitment to shareholder returns [2] Natural Gas Market Dynamics - The overall natural gas market in China is experiencing a supply surplus, with apparent consumption declining by 0.9% year-on-year to 211.97 billion cubic meters in the first half of 2025 [3] - Despite the market slowdown, the company has developed 55 new large customers, with an annual gas usage scale of 200 million cubic meters [3] Pricing Mechanism - The implementation of a pricing mechanism has led to a price increase of RMB 0.21 per cubic meter in 64% of cities, supporting the recovery of gas sales margins [4] - The company has improved its gas supply chain through diversified procurement strategies, enhancing its ability to control gas supply [4] Infrastructure Development - The company has made significant progress in gas storage facility construction, with the first phase of the Jintan salt cavern storage project operational, capable of injecting 3.6 million cubic meters per day [9] - The project plays a crucial role in ensuring regional gas supply security and is expected to enhance the company's gas peak-shaving capabilities [9] Renewable Energy Strategy - The renewable energy business has become a key growth driver, with over 1,000 smart energy projects established across 24 provinces [11] - The company aims to develop zero-carbon industrial parks, integrating distributed solar, energy storage, and smart energy management technologies [11] Financing and Asset Management - The company has successfully issued green asset-backed securities, raising RMB 470 million, reflecting strong market recognition of its asset quality [12] - Cumulative financing has reached RMB 1.9 billion, supporting investments in solar and energy storage projects [13] Future Outlook - The company is expected to achieve a gas volume of 6 billion cubic meters by 2025, increasing to 10 billion cubic meters by 2030, with a rise in self-sourced gas proportion from 17% to 23% [10] - The dual-track strategy of stable gas business and expanding renewable energy initiatives positions the company for sustainable growth amid the energy transition [14]

Core Viewpoints - The energy storage industry is focusing on zero-carbon solutions and innovative products to meet the growing demand for energy efficiency and sustainability [3][5][10]. Group 1: Industry Trends - The EESA energy storage exhibition showcased a variety of products emphasizing large capacity and smart energy management systems, with many companies introducing solutions aimed at achieving zero-carbon goals [2][3]. - Companies like 汇川技术 and 远景 are leading the charge with their zero-carbon strategies and AI-driven energy management systems, respectively, indicating a shift towards integrated energy solutions [5][10]. - The trend towards larger single-unit capacities in commercial energy storage systems is evident, with products like 弘正储能's 522kWh storage cabinet and 华致能源's 627kWh system being introduced [3][19]. Group 2: Key Product Innovations - 汇川技术 introduced a series of products including a 430kW liquid-cooled PCS and a 6.9MW integrated boosting unit, designed for various operational environments and scenarios [5][7]. - 远景's artificial intelligence super storage and charging network integrates storage, charging, and AI scheduling, creating a comprehensive energy ecosystem [10][8]. - 弘正储能's new 522kWh commercial storage cabinet features high flexibility and safety, designed to meet diverse operational needs [13][11]. Group 3: Company Highlights - 采日能源 presented its smart energy operation platform, which combines AI with energy storage to enhance decision-making and optimize energy costs for businesses [16][14]. - 量道储能 launched a new liquid-cooled all-in-one machine based on its self-developed 3S integration architecture, which reduces costs and improves efficiency [25][23]. - 新能安's 安鑫300 product, with a capacity of 150kW/300kWh, is designed for industrial parks and charging stations, showcasing the trend towards modular and scalable energy solutions [29][31]. Group 4: Market Dynamics - The competition among energy storage companies is intensifying, with innovations aimed at reducing costs and improving efficiency becoming critical for market success [2][3]. - The introduction of large-capacity batteries, such as 亿纬锂能's 628Ah and 5MWh systems, reflects the industry's focus on enhancing energy density and operational efficiency [46][49]. - Companies are increasingly adopting AI and smart management systems to optimize energy usage and enhance operational efficiency, as seen in products from 融和元储 and 固德威 [22][77].

中新网三明8月13日电题：福建三明"绿色电网"：青山绿水间的"零碳"实践 盛夏的福建三明，群山环绕，古木参天，碧水长流，空气清新，如同走进一个"天然氧吧"。这里的森林 覆盖率达77.12%，被誉为"中国绿都"。 近年来，三明将生态优势源源不断转化为绿色发展优势。国网三明供电公司同步启动"环境友好型电 网"建设，通过推动清洁能源消纳、电能替代、林电共安、守护候鸟生命线等措施，厚植"绿色电网"底 色，勾勒出人与自然和谐共生的新图景。 推进新型电力系统建设，打造"零碳金湖" 大金湖景区位于三明市泰宁县，是福建泰宁世界地质公园的核心景区，以丹霞地貌为主，兼具花岗岩地 貌景观和人文景观。 图为三明泰宁载客量最大的纯电动游船每日接送游客穿梭于大金湖上。邓胜林摄 在大金湖景区里，一家度假酒店的"光储充微电网"示范项目格外引人注目。光伏板将阳光转化为电能， 储能设备有序储存多余电力，就像一个巨大的"充电宝"，持续为来往电动汽车充电、为酒店提供24小时 热泵加热的热水，每年可有效利用光能发电40万千瓦时。 据国网三明供电公司相关负责人介绍，2024年起，该公司结合泰宁旅游特色，配合地方政府推出零碳交 通、零碳住宿、零碳餐饮等能 ...

Core Viewpoint - The Guangdong Olympic Sports Center photovoltaic system has officially commenced operation, completing a green energy upgrade that will significantly reduce carbon emissions and support 100% green electricity supply for the Guangzhou competition venues [1][2] Group 1: Project Overview - The photovoltaic system is expected to generate over 420,000 kWh annually and reduce carbon emissions by more than 350 tons, equivalent to planting over 20,000 trees each year [1][2] - The project is part of a broader renovation of the Guangdong Olympic Sports Center, which has hosted major events and requires structural upgrades to meet international standards and support public fitness initiatives [1] Group 2: Technical Implementation - The project utilized Building Information Modeling (BIM) technology and specialized construction plans to address challenges such as complex structures and high-altitude work in hot weather [2] - The construction team worked continuously during peak periods to ensure the green electricity system was fully integrated before the venue's delivery [2] Group 3: Design and Sustainability - The photovoltaic project features an integrated design of "photovoltaics + shading + greenery," enhancing energy efficiency while promoting environmental sustainability [1] - The upgrades include a new event operation command center and improvements to various facilities, aiming to transform the main venue into a "zero-carbon demonstration venue" [1]

Core Insights - Grundfos is a leading global provider of water pump and water technology solutions, committed to zero carbon and sustainable practices in response to global challenges [1][3] - The company has been operating in China for 30 years, emphasizing the importance of water conservation and sustainable development as core strategies [2][3] Group 1: Company History and Development - Grundfos entered the Chinese market in 1995, establishing its first factory in Suzhou, which marked the beginning of its operations in the country [2] - Over the past 30 years, Grundfos has expanded its presence in China, with offices in 18 cities, a research center, two production facilities, and a logistics center [2] - The company has invested in a new high-end manufacturing plant in Changshu, set to operate in 2024, which is among the most sustainable and energy-efficient factories globally [2] Group 2: Sustainability Initiatives - Grundfos is the first company in the water technology sector to receive certification from the Science Based Targets initiative (SBTi), committing to significant reductions in greenhouse gas emissions by 2030 [5] - The company aims to reduce absolute emissions from Scope 1 and Scope 2 by 50% and Scope 3 emissions by 25% from 2020 levels [5] - In 2024, Grundfos reported a nearly 10.5% reduction in total CO2 emissions compared to the previous year and a 24% reduction from the 2020 baseline [7] Group 3: Technological Innovations - Grundfos has implemented innovative solutions such as the GiS intelligent monitoring platform in its Suzhou factory to enhance energy efficiency [7] - The Changshu factory features solar power and rainwater collection systems, minimizing environmental impact and energy consumption [7] - The company has collaborated with various organizations to promote energy-saving standards in the pump industry, including the establishment of mandatory national standards for centrifugal pumps [9] Group 4: Community Engagement and Future Plans - Grundfos focuses on employee development and community engagement, providing training and educational opportunities for students in rural areas [18] - The company plans to launch a new group strategy called "Fueling 27" in 2025, emphasizing technology development and innovation to address water resource and climate challenges [18] - Grundfos aims to enhance the quality of life for people across China through its sustainable practices and innovations [18]

Core Insights - The strategic cooperation agreement between Huachen BMW and China Datang Group aims to establish a green automotive industry chain, marking Huachen BMW as the first automaker in China to create a joint venture in renewable energy generation [1] Group 1: Strategic Partnership - Huachen BMW and Datang Group will jointly establish a green electricity joint venture to develop a 1 million kilowatt onshore wind power project [1] - The joint venture will prioritize providing high-quality green electricity to the BMW production base in Shenyang and offer flexible green electricity procurement options to suppliers, dealers, and charging service operators [1] - The partnership aims to accelerate the transformation of the entire automotive industry chain towards a green, low-carbon, and high-quality direction [1] Group 2: Renewable Energy Utilization - The Shenyang production base and 36 non-production sites of Huachen BMW currently utilize 100% renewable energy electricity [2] - The solar photovoltaic power generation area at the Shenyang production base covers approximately 424,000 square meters, equivalent to 85 football fields [2] - An ongoing geothermal heating project is expected to be operational by 2025, with an annual carbon dioxide equivalent reduction of 18,000 tons [2] Group 3: Innovation and Talent Development - The agreement includes establishing a technical collaboration mechanism and jointly cultivating interdisciplinary talents [1] - Both companies will explore the construction of a green industry chain ecosystem and the development of green electricity certification and carbon management systems [1] Group 4: Energy Supply and Integration - The joint venture will serve as a green energy supply platform, providing stable and traceable high-quality green electricity to the BMW production base in Shenyang [1] - The new wind power project will complement existing solar power and geothermal heating systems, creating a multi-dimensional clean energy solution for production processes [1]

Core Viewpoint - Envision Energy has signed a significant partnership with FERA Australia for a 1GW wind power and 1.5GWh energy storage project, highlighting its expansion in the renewable energy sector [1][7]. Group 1: Partnerships and Collaborations - Envision Energy announced a collaboration with Starbucks China to enhance carbon management across its supply chain, aiming to cover 100% of direct and key indirect suppliers over the next three years [2][4]. - This partnership builds on a previous collaboration where Envision provided a "zero-carbon integrated energy solution" for Starbucks' coffee innovation park, utilizing solar panels, smart storage, and digital carbon management systems [5][6]. - Envision has established various zero-carbon industrial parks in regions including Brazil, Ordos, Jiangsu, and Spain, with a total of 12 announced energy storage orders and collaborations in the first half of the year, amounting to a capacity of 2.18GWh [7][8]. Group 2: Recent Developments and Orders - Recent orders and collaborations by Envision since 2025 include partnerships with various entities, such as a 1.5GWh project with FERA Australia and a strategic cooperation framework with Wuwei City for a zero-carbon industrial park [8]. - Other notable collaborations include a 240MWh lithium iron phosphate battery storage project with Kallista Energy in Europe and a 60MW/120MWh storage system cooperation with Jingneng [8].

Market News - The latest Loan Prime Rate (LPR) will be released on July 21, 2025, with the one-year LPR at 3.0% and the five-year LPR at 3.5%, expected to remain unchanged [2] - The first batch of mid-year reports from Shenzhen Stock Exchange will be unveiled on July 22, 2025, including companies like WoHua Pharmaceutical and JuCan Optoelectronics [2] - A press conference by the State Administration of Foreign Exchange will be held on July 22, 2025, to discuss the foreign exchange revenue and expenditure data for the first half of 2025 [2] - The European Central Bank will announce its latest interest rate decision on July 24, 2025, with expectations to maintain rates unchanged and potential rate cuts in September [2] Company Events - Tesla will announce its Q2 2025 financial results after market close on July 23, 2025, reporting over 410,000 electric vehicles produced and over 384,000 delivered in Q2 2025 [3] - Willi Transmission plans to raise no more than 600 million yuan through a private placement to fund a wind power gearbox smart factory and supplement working capital [10] - Greenway Technology's major shareholders plan to reduce their holdings by up to 4.83 million shares, accounting for 3.39% of the total share capital [11] - Qingdao Taikaiying plans to reduce its IPO fundraising target from approximately 770 million yuan to about 390 million yuan ahead of its listing on July 25, 2025 [12] - Delisting of退市锦港 will occur on July 25, 2025, after entering the delisting period on June 30, 2025 [13] Stock Unlocking - A total of 45 companies will have their locked shares unlocked from July 21 to July 25, 2025, amounting to 3.743 billion shares with a total market value of 87.785 billion yuan [15] - The peak unlocking date is July 25, 2025, with six companies unlocking shares worth a total of 51.552 billion yuan, accounting for 58.73% of the total unlocking scale [15] - The top three companies by unlocking market value are Daqian Energy (41.182 billion yuan), Guobang Electronics (20.037 billion yuan), and Jintuo Co., Ltd. (3.826 billion yuan) [15] Upcoming Events - The 2025 World Artificial Intelligence Conference will take place from July 26 to 28, 2025, in Shanghai, focusing on AI technology and industry trends [5] - The 24th China Internet Conference will be held from July 23 to 25, 2025, in Beijing, with over 40 activities planned [6] - The 2025 International Low Altitude Economy Expo will be held from July 23 to 26, 2025, in Shanghai, focusing on low-altitude enterprise development [7] - The 2025 International Zero Carbon Conference will take place from July 23 to 24, 2025, in Beijing, addressing urban low-carbon operations [8] Market Outlook - Guotai Junan Securities suggests that a "transformation bull market" is forming, driven by a systematic reduction in market discount rates and a favorable shift in economic structure [20] - According to招商证券, the overall performance of A-share half-year reports is expected to be better than the previous year, with a focus on high-growth TMT sectors and competitive midstream manufacturing [21] - Tianfeng Securities identifies three main investment directions: AI technology breakthroughs, consumer stock valuation recovery, and the rise of undervalued stocks [22]