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杀入“水电”领域,宁德时代4.58亿参投丹巴水电站
资料显示,丹巴水电站位于四川省甘孜藏族自治州丹巴县境内,是大渡河干流水电规划28个梯级电站的 第9个梯级,装机容量总计115万千瓦,计划安装4台27.5万千瓦混流式水轮发电机组和1台5万千瓦生态 机组。 根据规划,该项目预计在2025年完成核准、2026年正式开工、2031年投产发电。建成后,每年可节约标 准煤约150.7万吨,减少二氧化碳排放超300万吨。 12月29日晚,国电电力发布公告,控股子公司大渡河公司拟与四川铁能电力开发有限公司、宁德时代新 能源科技股份有限公司共同设立国能大渡河(丹巴)水电开发有限公司,以投建、运营丹巴水电站项 目,动态总投资为152.73亿元,资本金比例为30%,其余通过银行贷款解决。 根据公告,上述三家公司将按照56.11%、33.89%、10%的持股比例进行出资。大渡河公司将直接出资 25.71亿元用于丹巴水电站投资、建设及运营管理。照此计算,宁德时代出资额为4.58亿元。 实际上,宁德时代此次入股水电项目并不意外。早在2021年,宁德时代就与国家能源集团签署战略合作 协议,涵盖"风光水储"等领域。今年9月,宁德时代还与西藏林芝市米林市人民政府签署战略合作协 议,双方计划以 ...
朗新科技构筑可复制推广的数智化零碳园区模式
Jing Ji Guan Cha Wang· 2025-12-15 10:55
Core Viewpoint - Longxin Technology Group is showcasing its commitment to zero-carbon initiatives through its Wuxi Zero Carbon Industrial Park, which integrates technology and sustainable living [1][2] Group 1: Zero Carbon Industrial Park - The Wuxi Zero Carbon Industrial Park is recognized as a benchmark project for zero-carbon technology parks in Jiangsu Province, fully incorporating the zero-carbon concept into its design and operational systems [1] - The park has achieved authoritative carbon neutrality certification for two consecutive years, establishing a replicable and scalable model for digital zero-carbon parks [1] - The park utilizes a self-developed "light-storage-charging" smart microgrid system to enhance the efficiency of clean energy utilization and flexibility in energy dispatch [1] Group 2: Energy Management and Digitalization - Longxin Technology employs its carbon management platform to monitor and analyze energy consumption in real-time, promoting a comprehensive upgrade to digital, visual, and refined energy management [1] - The platform supports virtual power plant practices by aggregating and dispatching distributed resources such as photovoltaics and energy storage, improving regional power system regulation and green electricity absorption [1] Group 3: AI and Energy Transition - Longxin Technology views artificial intelligence as a core driver for the intelligent transformation of the energy industry, establishing an AI research institute focused on developing large models for the energy sector [2] - The company has launched the "Longxin Nine Functions AI Energy Model," which integrates time-series forecasting and AI agent technologies to address long-standing industry challenges such as power load forecasting and risk management [2] - The "Electricity Trading Intelligent Agent" developed from this model covers the entire electricity trading process, aiding market participants in capturing opportunities during price fluctuations and optimizing asset allocation [2] Group 4: Future Directions - Longxin Technology aims to deepen collaboration with partners in cutting-edge fields such as artificial intelligence, virtual power plants, electricity markets, and zero-carbon solutions to advance the energy system towards a cleaner, smarter, and more efficient future [2]
透过“零碳电力银行”解锁氢能源产业规划从实验室走向“大市场”
Yang Shi Wang· 2025-11-27 10:18
Group 1 - The first hydrogen refueling station in China utilizing 45 MPa high-pressure hydrogen storage well technology has been operational for 1500 days, supplying over 400 tons of hydrogen [1] - The underground hydrogen storage technology is a global innovation with complete independent intellectual property rights, designed for a lifespan of 25 years [1] - The hydrogen energy port in Shanghai Jiading integrates photovoltaic power generation with hydrogen storage, allowing solar energy to be converted into hydrogen for later use [3][5] Group 2 - The photovoltaic panels on the rooftops convert sunlight into electricity, which is then transformed into hydrogen through a series of processes involving an electrolyzer [7] - Hydrogen storage is more durable and suitable for large-scale storage compared to batteries, making it ideal for addressing seasonal electricity fluctuations [9] - The stored hydrogen can be converted back into electricity using a fuel cell system, which emits only water vapor during the process [11][12] Group 3 - The electrolyzer's membrane electrode is crucial for determining hydrogen production efficiency and purity, while the bipolar plate ensures uniform distribution of hydrogen and oxygen [13] - The technology developed in Shanghai is set to be implemented in western regions with abundant sunlight, combining Shanghai's technology with western resources [14] - By 2026, it is expected that over 10 hydrogen energy comprehensive stations based on this technology will be established nationwide, transitioning the hydrogen energy industry from laboratory to market [15]
霍普股份全资子公司签订储能系统采购合同 金额5.2亿元
Group 1 - The core point of the news is that Hopu Co., Ltd. has signed a procurement contract for a 200MW/800MWh independent energy storage demonstration project with China Energy Construction Group Gansu Electric Power Design Institute, valued at 520 million yuan, with delivery scheduled between April 1 and April 30, 2026 [1] - The contract is expected to improve the company's operational status if executed smoothly, as both parties have the capability to fulfill the contract [1] - The company has reported a revenue of 78.01 million yuan for the first three quarters of 2025, a year-on-year decrease of 1.54%, and a net loss of 31.48 million yuan, compared to a loss of 58.76 million yuan in the same period last year [2] Group 2 - The company's main business segments are "Architectural Design" and "Green Energy," with its energy storage business including Energy Management Contracts (EMC) and Energy Storage System Integration (EPC) [2] - The company is facing temporary pressure on orders and revenue in the architectural design segment due to industry conditions, prompting it to deepen existing customer cooperation and expand new customer groups [2] - In the green energy segment, the company focuses on an integrated solution of solar energy, storage, and charging, establishing a comprehensive service system that promotes continuous revenue growth [2]
远景能源入选MIT榜单 中国零碳产业园模式全球瞩目
Guan Cha Zhe Wang· 2025-10-15 10:25
Core Insights - The article highlights that Envision Energy has been recognized in the "Top 10 Climate Tech Innovators" by MIT Technology Review for its pioneering achievements in smart wind technology, zero-carbon industrial park models, and digital energy systems [1] Group 1: Zero-Carbon Industrial Park Significance - The zero-carbon industrial park in Ordos is transforming a coal-dependent region into a model for industrial decarbonization, providing a replicable blueprint for global heavy industry decarbonization [1][2] - Envision Energy has evolved from a wind turbine manufacturer to a provider of clean energy solutions, integrating wind, solar, battery storage, and green hydrogen to enable heavy industries to operate entirely on clean energy [2] Group 2: Technological Innovation - The zero-carbon industrial park is not just a geographical concept but a systematic solution that integrates smart IoT technology across the "source, grid, load, and storage" sectors, addressing key challenges in energy reliability and industrial emissions reduction [3] Group 3: Global Expansion Plans - Envision Energy aims to promote the zero-carbon industrial park model globally, with plans for a lithium iron phosphate battery super factory in Spain expected to commence production in 2026, alongside a zero-carbon hydrogen industrial park [4] - The company is also developing the first zero-carbon industrial park in Brazil, focusing on a green fuel value chain centered around bio-jet fuel, contributing to Brazil's green industrial system [4] - These initiatives are in early development stages, but successful implementation could provide a blueprint for decarbonizing heavy industry without sacrificing competitiveness or jobs [4]
霍普股份2025年上半年营收稳健增长 建筑绿能业务成转型新引擎
Quan Jing Wang· 2025-08-28 03:11
Group 1 - The core viewpoint of the articles highlights the significant growth and strategic transformation of the company, particularly in the "building design + green energy" dual-driven strategy, which has led to a notable increase in revenue and market position [1][2] - In the first half of 2025, the company achieved an operating income of 51.1269 million yuan, representing a year-on-year growth of 4.44%, indicating a stable operational performance [1] - The green energy segment saw a remarkable revenue increase of 256.89% year-on-year, becoming a core support for the company's strategic transformation [1] Group 2 - The green energy segment generated revenue of 20.8039 million yuan in the first half of 2025, with a gross margin of 56.79%, showcasing its profitability [1] - The company is focusing on the "integrated solar storage and charging + zero-carbon solutions" as a core strategy, establishing a comprehensive service system that covers investment development, EPC contracting, and smart operations [2] - The company is expanding its business into green building planning consulting and green building materials R&D and sales, aiming to transition from a traditional design firm to a "zero-carbon comprehensive service provider" [2]