中国华电哈萨克斯坦能源有限公司负责人丁国兴说，能源是经济发展的血脉，电力合作是区域互联互通 的关键，中亚地区生态多样但脆弱，绿色发展是可持续发展的必由之路。中国与中亚可以合作加大可再 生能源投资，重点开发太阳能、风能、氢能等绿色项目，减少对传统能源依赖。此外，可进一步推动低 碳技术创新，建立联合研发中心，促进清洁能源技术在中亚的本地化应用；继续加强生态保护合作，支 持咸海治理、荒漠化防治等跨国生态工程，共同守护中亚的绿水青山。 上海社会科学院国际问题研究所研究员、欧亚研究室执行主任顾炜分析指出，中亚地区格局正呈现"多 主体参与、国家自主性增强"的特征，需构建复合型合作机制架构。她建议，继续推进欧亚经济联盟 与"一带一路"机制对接，此外，可就共同关心的议题与中亚国家探索三方合作，发挥各自比较优势，在 互补的同时形成聚合效果。 新华财经阿斯塔纳6月23日电（记者张斌苟洪景）中国－中亚合作发展论坛暨第三届丝绸之路国际传播 大会分论坛"能耀丝路：媒企创新合作与中国－中亚能源产业发展研讨会"22日在哈萨克斯坦阿斯塔纳举 办。与会嘉宾认为，在全球能源转型与地区格局重塑背景下，中国与中亚可以能源合作为纽带，深化机 制对接与 ...

HTFX外汇表示，南非作为全球第四大煤炭出口国，正试图借助国际资本推动能源结构转型。得益于世 界银行及气候投资基金（CIF）高达22亿美元的支持，南非推出"加速煤炭转型计划"，意图逐步减少对 煤炭的依赖，转向可再生能源发展。 HTF外汇表示，目前煤炭在南非能源结构中占比高达82%，不仅构成能源基础，也关乎国家财政收入。 尽管存在超过50年的可采储量，但在全球能源转型背景下，煤炭长期主导地位面临挑战。南非2023年为 全球第15大碳排放国，转型迫在眉睫。 CIF已承诺向南非提供5亿美元资金，并有望撬动21亿美元的多边贷款支持。HTFX外汇认为，这不仅为 南非提供了财政缓冲，也为其重塑能源政策带来契机。然而，CIF资金的落地将取决于南非能否提出可 行、清晰的项目规划。 HTFX外汇分析称，尽管南非政府公开支持发展风能与太阳能(000591)，但过去仍倾向于增加煤电产 能，表明其转型路径仍存不确定性。而2024年法院对新煤电计划的否定裁决，则被视为绿色转型的一次 重大法律胜利。 从就业面来看，HTFX外汇表示，煤炭行业就业人数庞大，转型可能造成短期社会冲击。政府需要同步 推进"公正转型"策略，为煤炭工人提供技能转换 ...

过去二十年间，企业可持续发展虽取得显著进展，如今却来到转折的十字路口。国家间竞争加剧、社会 两极分化加深，以及民粹主义对可持续发展举措的反扑——政治格局的剧变正在重新定义企业生存和发 展的条件。 一些知名企业已悄然调低原定目标，而部分公司的可持续进程开始倒退。美国政府迅速撤回此前在可持 续发展方面的承诺，而欧洲新出台的报告披露要求也遭遇了越来越多的抵制。 这不禁引发了一个问题：当前形势下，企业可持续发展是否难以为继？作为商业战略的实践者，我们就 企业可持续发展的核心问题分享一些思考与见解。 为何地球终将战胜政治 例如，物流公司马士基（Maersk）已投入大量资金开发低碳燃料并推动港口作业电气化。通过这一举 措，马士基实现了差异化竞争，成为具有吸引力的低排放供应链合作伙伴。 虽然短期内企业可持续议程可能进一步瓦解，但并非毫无回旋余地。我们有理由相信，多重抗衡力量终 将扭转当前明显的倒退趋势，并重新唤起各方对可持续发展的重视，尽管这一过程可能会经历持续数年 的动荡过渡期。 可再生能源领域已取得显著进展 中国在可再生能源领域的贡献突出：2019年至2024年间，全球可再生能源产能的扩张有40%来自中国。 可再生能源 ...

Group 1 - The sixth Multinational Corporation Leaders Qingdao Summit was held from June 18 to 20, attracting 570 guests from 43 countries and regions, emphasizing China's role as a favorable investment destination for foreign businesses [1][3] - The summit's theme was "Multinational Corporations and China—Linking the World for Win-Win Cooperation," highlighting China's commitment to high-level opening-up and welcoming foreign investment [1][3] - A report from the Ministry of Commerce indicated that in 2024, China is expected to establish 59,000 new foreign-invested enterprises, a year-on-year increase of 9.9%, with actual foreign investment reaching $116.2 billion [2] Group 2 - The participation of 131 first-time attendees at the summit, accounting for 23% of the total, reflects the growing interest in the Chinese market, with notable representatives from global companies such as FedEx and Mizuho [3][4] - The summit showcased the increasing presence of companies from ASEAN, the Middle East, and Africa, with nine countries, including Vietnam and Egypt, having their enterprises participate for the first time [3] - The Saudi International Power and Water Company announced plans for renewable energy projects in China, with a total installed capacity exceeding 1 GW by 2025, indicating strong international collaboration in energy transition [3] Group 3 - The summit highlighted the importance of optimizing the business environment, with companies like Louis Dreyfus Group investing approximately 7 billion yuan in a food technology project in Qingdao [4][5] - The Chinese government is committed to market-oriented reforms and creating a world-class business environment, which is crucial for multinational companies [5][6] - AstraZeneca's investment in a production base in Qingdao, with a total investment of $750 million, underscores the positive impact of China's high-level opening-up on foreign enterprises [5][6] Group 4 - The summit featured discussions on new laws and policies aimed at enhancing foreign investment, providing a "reassurance" to multinational companies [6] - Various forums and events were organized to promote cooperation in industries such as new energy equipment, integrated circuits, and modern pharmaceuticals, facilitating resource linkage among multinational corporations [6] - The report from the Ministry of Commerce indicated that foreign-funded enterprises contribute to 25% of China's industrial added value and create over 30 million jobs, showcasing their significant role in the economy [7] Group 5 - The summit illustrated the mutual benefits of foreign investment in China, with companies like Panasonic reporting that their sales revenue in China accounts for 24% of their global total [7][8] - The Hurun Research Institute reported that foreign enterprises in China achieved cumulative sales of 10 trillion yuan, with an average annual sales of 50 billion yuan, indicating the substantial market potential [8][9] - Companies like Bekaert Group are optimistic about the opportunities presented by China's rapid advancements in artificial intelligence and digital economy, planning to continue their investments [9][10]

Core Insights - The marine strategic emerging industries in China are experiencing significant growth, with new orders, delivered orders, and hand-held orders increasing by 57.1%, 114.3%, and 24.2% year-on-year respectively in Q1 of this year [1] - The added value of marine emerging industries is projected to grow by 7.2% in 2024, surpassing the growth rate of the marine gross production value by 1.3 percentage points [1] Group 1: Industry Development - The marine strategic emerging industries include sectors such as seawater utilization, marine biotechnology, marine renewable energy, marine new materials, marine equipment manufacturing, deep-sea strategic resource development, and modern marine services [1] - Increased investment and research from research institutions and enterprises are accelerating the technological upgrades in marine strategic emerging industries [1] Group 2: Policy and Support - There is a need for enhanced policy support, including the formulation of development plans, financial subsidies, tax incentives, and diversified capital investment channels to promote sustainable industry growth [2] - Establishing industrial bases and parks to nurture leading technology enterprises and specialized small and medium-sized enterprises in the marine emerging industries is essential for fostering industry clusters [2] Group 3: Innovation and Collaboration - Promoting collaborative innovation across the entire industry chain is crucial, particularly in developing marine renewable energy technologies and deep-sea biological resource utilization [2] - Strengthening cooperation between enterprises and educational institutions is necessary to ensure the output and transformation of research results, accelerating the cultivation of high-quality projects in marine strategic emerging industries [2] Group 4: Energy Security - Accelerating the exploration of marine oil and gas resources and the construction of deep-water oil and gas fields is vital for ensuring sustainable marine energy supply [3] - The development of integrated offshore photovoltaic demonstration projects is aimed at creating a new energy cycle involving photovoltaic power generation, hydrogen production, and new energy storage [3]

创新驱动质变，绿氢赋能未来 2025（第五届）可再生能源制氢产业发展论坛 7月10-11日 江苏·苏州 DT新能源 将于 2025年7月10日-11日 在 江苏苏州 举办 "2025（第五届）可再生能源制氢产业发 展论坛" ，论坛将 围绕核心部材及制氢系统，重点探讨ALK/PEM/AEM制氢技术市场发展现状， 关 键部材及制氢系统技术工艺创新、绿氢项目应用新 趋势 等话题。 本次会议同期还设置PEM技术研讨对接会、AEM制氢青年论坛、实地参观交流、供需对接、科技成果 展示等五大特色活动。 邀请行业内顶级专家和产业链上中下游代表性企业进行广泛交流，探索新形势 下的新挑战，助力可再生能源制氢产业高质量发展。 主办单位 DT新能源 协办单位 上海市氢科学技术研究会 支持单位 博世智能制造解决方案事业部 博世智能制造解决方案事业部 （ 从电解槽测试到用于制氢设备的定制化BoP系统， 致力于为行业提供高效、可靠、智能的氢能解决方案 ） Syensqo（世索科） （ 全球量产最短支链隔膜级全氟磺酸离聚物，已在国内外多家隔膜企业规模化应用。 此外，Syensqo聚砜 占据全球一半以上市场，其中碱槽复合隔膜级聚砜市场处于垄断 ...

Group 1 - In 2024, global Foreign Direct Investment (FDI) is projected to reach $1.5 trillion, reflecting an 11% decline when adjusted for significant financial transaction fluctuations in major European economies [1] - The report indicates that the international investment outlook for 2025 is pessimistic, with trade tensions leading to downward adjustments in most FDI outlook indicators [1][2] - Developed economies saw a 22% drop in FDI inflows in 2024, while North America experienced a 23% increase [4] Group 2 - Asia remains the primary destination for global foreign investment, accounting for 40% of total FDI, although it saw a 3% decline to $605 billion in 2024 [4] - ASEAN countries experienced a significant FDI increase of 10%, reaching a record high of $225 billion [4] - Africa's FDI grew by 75% to $97 billion, driven by a large project in Egypt [4] Group 3 - Greenfield investment projects in the industrial sector increased by 3%, but their total value decreased by 5%, maintaining a high level of $1.3 trillion [2] - International project financing (IPF) declined by 26%, influenced by uncertainties in exchange rates and interest rates [2] - The number of infrastructure projects decreased by 9%, while digital infrastructure projects increased by 4% [4] Group 4 - Renewable energy and critical minerals sectors saw a decline in greenfield project announcements by 12% and nearly 50%, respectively [5] - The semiconductor sector experienced a resurgence with four of the ten largest announced projects, totaling $70 billion in capital expenditure [5] - Investment in health and education sectors grew by approximately 25%, although total investment remained low at under $15 billion [5] Group 5 - Digital economy investments are identified as a key growth and transformation engine, growing at an annual rate of 10% to 12%, outpacing global GDP growth [8] - Over the past decade, major tech companies have increased their share of sales and assets among the largest multinational corporations [6] - From 2020 to 2024, developing countries attracted $531 billion in greenfield projects, with a concentration in ten economies that accounted for nearly 80% of total investments [6]

股票代码：002202 股票简称：金风科技 公告编号：2025-044 金风科技股份有限公司 本公司及董事会全体成员保证信息披露的内容真实、准确、完 整，没有虚假记载、误导性陈述或重大遗漏。 一、担保情况概述 金风科技（下称"公司"）的全资子公司金风国际控股（香港）有 限公司（下称"金风国际" ）的全资子公司金风国际可再生能源有限 公司（下称"金风国际可再生能源"）与 Rose Valley Wind LP 签署了 《风机供货协议》，由金风国际可再生能源为其提供机组供货及调试 工作。 金风科技与 Rose Valley Wind LP 签署《母公司担保协议》，为金 风国际可再生能源在上述《风机供货协议》项下的履约责任和义务提 供担保，担保金额总计不超过 166,772,200.00 美元，折合人民币约 方（金风国际可再生能源）在《风机供货协议》项下的责任和义务履 行完毕之日止。 《母公司担保协议》签署日期为 2025 年 6 月 17 日，签署地点为 北京、加拿大。 司金风国际的全资子公司 单位：人民币元 | 营业收入 | 3,390,515,546.84 | 2,658,649,374.88 | | --- ...

Core Insights - The share of renewable energy in the EU's net electricity generation is projected to decrease to 42.5% in the first quarter of 2025, down 4.3 percentage points from 46.8% in the first quarter of 2024 [1] Renewable Energy Generation - Solar power generation is expected to increase significantly, rising from 40.9 TWh in the first quarter of 2024 to 55 TWh in the first quarter of 2025 [1] - However, this increase in solar generation is not sufficient to offset the declines in hydropower and wind energy, which are projected to decrease from 260.5 TWh to 218.5 TWh during the same period [1]

Group 1 - The core idea emphasizes the transformation of the "Green Mountains and Clear Water are Gold and Silver Mountains" concept into practical applications for sustainable regional development, particularly in resource-rich areas of central and western China [1] - Guizhou, as a national ecological civilization pilot zone, aims to convert ecological advantages into developmental benefits through four main strategies: ecological value transformation, digital technology empowerment, clean energy development, and rural ecological prosperity [1] - The establishment of a systematic mechanism for ecological value transformation includes the development of a GEP accounting scheme, a provincial ecological product trading center, and a unique industrial system that integrates mountain agriculture, ecological industry, and cultural tourism [1] Group 2 - Guizhou is leveraging digital technology to create a smart governance model, establishing a comprehensive ecological monitoring system that utilizes various technologies for real-time pollution tracking and management [2] - The region is addressing geographical constraints by developing a multi-energy supply system, focusing on renewable energy sources such as hydropower and wind energy, and creating a regional smart energy coordination platform [2] - The integration of ecological benefits with rural revitalization is being pursued through innovative business models that combine ecology, sports, and tourism, alongside the establishment of a system for ecological forest rangers to generate income while protecting the environment [3] Group 3 - Looking ahead to the 14th Five-Year Plan, Guizhou plans to deepen its exploration of a digital twin-based ecological governance system and develop market mechanisms for carbon trading and ecological compensation [3] - The region aims to create a circular economy system that promotes both ecological industrialization and industrial ecology, fostering green industrial clusters in sectors like renewable energy and big data [3] - The strategy reflects a dual leap in theory and practice, continuing the logic of the 13th Five-Year Plan while achieving innovations in systems, technologies, and regional collaboration [3]