Core Viewpoint - Qinghai Province is positioned as a crucial ecological zone in China, emphasizing its role in ecological protection and high-quality development, particularly as the "water tower" of China [1][4]. Group 1: Ecological Protection and National Parks - Qinghai has established itself as the first pilot province for the national park system in China, focusing on ecological civilization and natural protection [2][3]. - The Three Rivers Source National Park integrates various types of natural reserves, covering an area of 272,200 square kilometers, which is 39.08% of the province's total land area [3]. - The park has seen significant improvements in water resources, biodiversity, and vegetation coverage, with the population of Tibetan antelope increasing from under 20,000 to over 70,000 [4]. Group 2: Economic Development and Green Transformation - Qinghai is pursuing a strategy to build a world-class salt lake industry, a national clean energy base, an international eco-tourism destination, and a source of green organic agricultural products [6][8]. - The Chaka Salt Lake, covering 5,856 square kilometers, is a key site for potassium fertilizer production, with a total salt resource reserve of 60 billion tons [6]. - The province has seen a 14.74% increase in tourist numbers at the Chaka Salt Lake scenic area, reaching 2.7 million visitors in 2024 [8]. Group 3: Water Resource Management - Qinghai has implemented a robust ecological protection system, focusing on water quality management and soil erosion control, with significant investments in environmental projects [9][10]. - The province's air quality has consistently remained at a good level, with over 96% of days classified as having good air quality [10]. - The introduction of the "Qinghai Provincial National Ecological Civilization High Ground Construction Regulations" aims to enhance ecological governance and provide replicable experiences for national ecological development [11].

Group 1: Industrial Development - Qinghai has positioned itself to build a "world-class" salt lake industry by implementing high-quality development regulations, focusing on increasing product variety, quality, and brand creation, thereby strengthening its domestic potassium fertilizer position and enhancing lithium resource extraction efficiency and quality [1] - The province aims to create a complete photovoltaic and lithium battery industrial chain while expanding the scale of clean energy projects, including the construction of clean energy transmission channels and a comprehensive clean energy consumption system [1] Group 2: Ecological Protection and Tourism - Qinghai is enhancing ecological protection and restoration in key areas while developing an ecological tourism planning system, creating demonstration zones like Qinghai Lake, and improving tourism product offerings and service quality [2] - The province is converting "green stock" into "economic increment" through coordinated efforts in tourism quality enhancement, transportation connectivity, and brand development [2] Group 3: Agricultural Development - Qinghai is focusing on modern agricultural development by establishing high-standard agricultural industrial parks, expanding organic grassland monitoring, and promoting the transformation of grassland animal husbandry [2] - The province aims to create an industrial alliance involving leading enterprises, cooperatives, bases, and farmers, while building a brand around "Clean Land Qinghai · Premium Plateau Products" [2] Group 4: Future Directions - Moving towards the "15th Five-Year Plan," Qinghai plans to enhance institutional design for industrial development, particularly in salt lake resource utilization and integrated clean energy construction [3] - The province will optimize policy support across multiple fields, ensuring effective implementation of ecological space control and precise support for industrial elements [3] - Establishing a comprehensive standard system for industrial development, including international and ecological perspectives, is a priority to ensure the sustainable progress of the "Four Places" initiative [3]

由 长三角船舶与海工装备技术创新中心、长三角海上风电智能运维创新联盟、江苏科技大学海洋资源 开发技术创新研究院联合 主办的 2025（第五届）海洋清洁能源技术与装备高峰论坛 （简称： MCES2025）将于 7月23-25日在南通召开 ， 论坛同期举办 青年科学家10²论坛、产业发展与创新技术全 体大会、四大专题论坛，以及产业需求对接、创新产品与技术展览、项目地图发布、参观交流 等特色 活动。 扫码报名 在我国，电力央企是海洋清洁能源开发的主导者。而当离岸更远、海水更深，电力央企主导开发的"壁 垒"似乎正在被打破。 未来的深远海时代，真正熟悉海洋、掌握深远海施工与运维能力的，正是那些长期扎根于FPSO、深水 平台、浮式油气系统的海工龙头。以海上风电为例，整机厂商风机设计与制造优势仍在，但在漂浮式基 础领域"失语"；中海油、振华重工、中集来福士等凭借深海油气工程经验，强势切入风电基础与安装环 节，正成为EPC主导力量。 借深远海开发东风，海工企业正逐步跨界进入海洋清洁能源领域，有望重塑产业链的力量格局，而电力 央企也在通过智能运维、柔性电网、生态融合三大策略提质增效，未来双方如何在技术标准、资源共 享、政策协同 ...

Core Viewpoint - The successful issuance of the "Yuanjing Energy ABS" marks a significant step in the securitization of wind power assets and provides innovative solutions for companies with green electricity and ESG needs [1][2]. Group 1: Project Overview - The project has an issuance scale of 285 million yuan and a term of approximately 50 years, with no open exit arrangements during its duration [1]. - This is the first clean energy-based real estate asset-backed security (ABS) in the market, indicating a key advancement in the securitization of clean energy assets [1][2]. Group 2: Financing and Investment - The ABS product allows for the monetization of future stable cash flows, enhancing the efficiency of capital utilization for Yuanjing Energy [2]. - The project has attracted diverse investors, including banks, public funds, and foreign institutions, which enhances liquidity and valuation efficiency of the underlying assets [5][4]. Group 3: Market Impact and Innovation - The project is seen as a standardized "carbon-neutral service tool" that can help core enterprises engage their supply chain in green electricity investments, accelerating the decarbonization process [3]. - The inclusion of renewable energy green power certificates (GEC) in the project enhances the economic value of clean energy projects, promoting the development of a green economy [3]. Group 4: Regulatory and Market Development - The China Securities Regulatory Commission (CSRC) has emphasized the need for a diversified product system to support green low-carbon transitions in the capital market [3]. - The Shanghai Stock Exchange (SSE) aims to continue developing the real estate ABS market, focusing on high-quality development of state-owned enterprises and asset listing platforms [7][6].

2025.06. 19 本文字数：2321，阅读时长大约4分钟 作者 | 第一财经 潘寅茹 过去10年来，无论就投资规模，还是细分领域而言，全球能源行业发生了巨大的变化。 近日，国际能源署（IEA）发布《世界能源投资报告2025》（下称"报告"）。报告显示，在全球地缘 政治紧张局面加剧且经济不确定性增强的背景下，2025年，全球能源领域的投资规模仍有望创历史 新高，总投资规模将达3.3万亿美元，较2024年增长约2%。其中，以可再生能源、核能、风能、电气 化等为代表的清洁能源技术的引资规模有望达到创纪录的2.2万亿美元，几乎是传统化石燃料（1.1万 亿美元）所吸引投资规模的2倍。 对于创新高的能源投资，国际能源署署长法提赫·比罗尔（Fatih Birol）表示，在能源发展面临的诸 多逆风因素中，能源安全将成为今年全球能源投资不断走高的关键驱动力。 这是IEA第十年发布该报告。报告在聚焦能源领域最新趋势的同时，也探讨了过去10年来发生的主要 变化。"过去10年，全球能源供应链一体化降低了成本，增加了投资，加快了能源转型的步伐。得益 于全球主要市场关税处于几十年来的最低水平，一些能源技术出口大幅增加。" 但是，报 ...

中国重塑全球能源话语权： 从拉美锂三角到气候融资新主场 【Oilprice网 6月16日报道】 中国大幅增加了在拉丁美洲的贸易和贷款规模，已成为该地区的主要经济伙伴，尤其在能源和基础设施 领域。 中国正在全球能源市场扩大软实力和经济影响力，填补因美国政策变化留下的空白。这种趋势在清洁能 源和气候融资方面表现得尤为明显。 拉丁美洲向中国靠拢具有政治影响，引发了关于支持威权政权及其对台湾外交承认影响的担忧。 过去 25 年间，中国从仅占拉丁美洲出口的不到 2%，一跃成为该地区的第二大贸易伙伴和南美洲最大 贸易伙伴。借助于"一带一路"全球基础设施倡议，使中国在这一关键新兴市场中赢得了巨大影响力。 中国还在清洁能源供应链方面取得重大进展，例如大举投资阿根廷、智利和玻利维亚的"锂三角"地区。 相比之下，美国在南美洲却难以达成类似协议。美洲复杂的政治和地缘政治历史似乎导致许多拉丁美洲 领导人更青睐中国而非美国作为贸易伙伴。 这加剧了美国长期以来的担忧：中国在对西方主要政治对手已获得过多影响力。根据美国外交关系委员 会的一份报告，"一些观察家表示，中拉关系发展正在支持威权政府，包括古巴、尼加拉瓜和委内瑞拉 的政府。"美国陆 ...

Group 1 - The core viewpoint of the article highlights that global energy investment is expected to reach a record high of $3.3 trillion in 2025, with clean energy technologies attracting $2.2 trillion, nearly double the $1.1 trillion for traditional fossil fuels [2][3] - The International Energy Agency (IEA) emphasizes that energy security will be a key driver for the increase in global energy investment amidst geopolitical tensions and economic uncertainties [2] - Over the past decade, the integration of global energy supply chains has reduced costs and accelerated the energy transition, with significant increases in exports of energy technologies due to historically low tariffs [2][3] Group 2 - Clean energy investments, particularly in solar photovoltaic technology, have nearly doubled in the past five years, with projected investments of $450 billion in solar energy by 2025, making it the largest single investment category in global energy [3] - Fossil fuel investments are expected to decline for the first time since 2020, with oil investments dropping to $420 billion, a 6% decrease, marking the largest decline since 1996 [3] - Low-carbon fossil fuel investments are projected to reach a record high of $30 billion, with potential growth of tenfold by 2027 if supportive policies for carbon capture and storage (CCUS) are implemented [3] Group 3 - China has become the largest investor in clean energy, with investments exceeding $625 billion in 2024, representing one-third of global clean energy investments, nearly doubling from a decade ago [5][6] - Developed countries in Europe and the U.S. are also increasing their clean energy investments, with Europe focusing on renewable energy to reduce dependence on imported natural gas [6] - Despite growth, global clean energy investment remains uneven, with Africa only accounting for 2% of global clean energy investments, hindered by high financing costs and debt pressures [6][7] Group 4 - The demand for electricity is rising due to electrification in various sectors, with global electricity investment expected to exceed $1.5 trillion, a 50% increase over fossil fuel investments [9] - The report predicts that global electricity demand will increase by 3,500 terawatt-hours (TWh) over the next three years, equivalent to adding the electricity consumption of Japan annually [10] - Renewable energy is expected to meet 95% of the global electricity demand growth from 2025 to 2027, with solar and wind being the primary sources [10]

本届南博会期间，还将举办中国—南亚合作论坛、联合国及国际公共采购南亚市场需求解析与项目对接 会等近40场专业经贸活动和"投资中国·投资云南"系列活动，精准对接产业资源，服务展商采购商需 求。南博会第1天为专业观众开放日，后5天对社会公众开放。 （文章来源：新华社） 新华社昆明6月19日电（记者赵珮然）为期6天的第9届中国—南亚博览会6月19日在云南昆明开幕。本届 南博会有73个国家、地区和国际组织参会，2500多家企业参展，覆盖了南亚、东南亚所有国家。 本届南博会沿用"团结协作、共谋发展"的主题，由斯里兰卡担任主题国，泰国担任特邀伙伴国。16个展 馆中，专业馆占比近70%，包括制造业馆、绿色能源馆、咖啡产业馆、中药材产业馆等，集中展示我国 与南亚、东南亚国家有经贸合作潜力的先进制造、清洁能源、现代农业等。本届南博会为南亚国家商品 搭建了更广泛的展示平台，设置了2个南亚馆、近800个展位，其中印度和巴基斯坦展位数量最多，均为 140个。 南博会此前已成功举办8届，累计服务国内外2万余家企业参展，推动外贸成交额超过1100亿美元，已成 为中国与南亚国家增进交流、深化合作、共谋发展的重要平台。商务部提供的数据显示， ...

Core Insights - The "Investment Chengdu" Global Investment Promotion Conference was held on June 18, 2025, attracting nearly 400 attendees, including representatives from Fortune 500 companies and major enterprises [1][3] - Chengdu has launched a 10 billion yuan "Chain Master Fund Action Plan" aimed at enhancing investment in emerging industries and advanced manufacturing, particularly in the biopharmaceutical sector [3][7] - The Chengdu government released a comprehensive policy package covering 11 areas to support investment, including industrial funds, innovation, talent, and modern agriculture [1][3] Investment Opportunities - The "Chain Master Fund Action Plan" aims to establish 12 funds by the end of 2030, with a total scale exceeding 60 billion yuan, focusing on sectors like artificial intelligence and integrated circuits [7][8] - Companies like Baile Tianheng are planning to increase investments in innovative drug production bases in Chengdu, particularly for cancer drug research [3][7] - The clean energy project by China Coal Southwest Company, with an investment of 9.2 billion yuan, aims to create a regional energy demonstration base in Chengdu [16][19] Talent and Environment - Chengdu is recognized for its rich talent pool and favorable living environment, which are attractive to both young professionals and investors [3][16] - The city boasts a strong educational infrastructure, providing a skilled workforce that supports various industries, including high-tech and creative sectors [12][26] - The local government is noted for its efficient communication and support for businesses, enhancing the overall investment climate [19][26]

哈萨克斯坦能源部长：在建可再生能源装机达1700兆瓦 作为第二届中国—中亚峰会框架下举行的高级别论坛，中亚—中国能源论坛以深化哈萨克斯坦与中国、中亚各国在能源转型领域的技术与投资合作为主 题，实现能源领域的数字化与可持续工业发展。（记者 王可 白宇） ▲活动现场 责任编辑：沈馨蕊 论坛期间，哈萨克斯塔能源部与中企签署一系列合作协议，全面深化能源、技术与基建领域战略合作。中国电力建设集团有限公司与哈方签署战略合作协 议，围绕本地化生产、建立研发中心及设立脱碳基金。中国南方电网责任有限公司与哈方签署备忘录，共同推进高压直流输电（HVDC）、数字能源和抽 水蓄能电站项目。华为哈萨克斯坦分部与哈方签署备忘录，明确能源领域数字化转型与网络安全领域的合作方向。中能建海外投资有限公司同哈方签署图 尔克斯坦州300兆瓦（交流侧）光伏配储项目购电协议、卡拉干达州500兆瓦风电配储项目股东协议及中亚氢能科研创新备忘录。中国石油化工有限公司与 哈方签署技术合作协议，就深加工产品生产技术加强合作。 记者从哈萨克斯坦共和国（以下简称"哈萨克斯坦"）驻华大使馆获悉，6月16日，在阿斯塔纳举行的首届中亚—中国能源论坛期间，哈萨克斯坦能源部 ...