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]

Energy Transition Acceleration - China's total investment in energy transition is projected to reach $818 billion in 2024, surpassing the combined investments of the US, EU, and UK, marking a 20% increase from 2023 [2] - By the end of 2024, China's renewable energy installed capacity is expected to reach 1.889 billion kilowatts, accounting for 56% of the total, doubling from the end of the 13th Five-Year Plan [2] - Wind power capacity is projected to reach 521 million kilowatts, maintaining the global lead for 15 consecutive years, while solar power capacity is expected to hit 887 million kilowatts, leading globally for 10 years [2] Renewable Energy Development - As of February 2024, the combined installed capacity of wind and solar power in China reached 1.456 billion kilowatts, exceeding that of thermal power [3] - Hydropower is expected to reach an installed capacity of 436 million kilowatts by the end of 2024, a 17.77% increase from the end of 2020 [3] - The coal power sector has achieved over 95% ultra-low emissions units, with coal consumption per unit of power supply reduced to 303.21 grams of standard coal per kilowatt-hour, a 7.5% decrease from 2020 [3] Technological Innovation - Technological innovation is identified as the core driver of energy industry transformation, with a focus on advanced renewable energy, safe and efficient nuclear energy, and energy digitalization [4] - In 2024, the average conversion efficiency of PERC p-type monocrystalline solar cells reached 23.5%, a 0.7 percentage point increase from 2020 [4] - The offshore wind power sector is experiencing a trend towards larger and more advanced products, with the share of newly installed offshore wind turbines with a capacity of 10 megawatts or more rising from 12.1% in 2022 to 58% in 2024 [4] Energy Industry Chain Development - China's energy industry chain has achieved a leap from low-end manufacturing to high-end innovation, establishing a complete industrial system in solar, wind, and energy storage [7] - In 2023, China's global market shares for polysilicon, silicon wafers, solar cells, and modules reached 91.6%, 97.9%, 91.9%, and 84.6%, respectively, with significant increases from 2020 [7] - Leading companies like Tongwei Co. and Longi Green Energy have shown substantial growth in production, with Tongwei's polysilicon output reaching 594,800 tons, a 5.9-fold increase from 2020 [7] Regional Collaboration and International Cooperation - Significant progress has been made in regional collaboration and international cooperation in the energy sector, contributing to energy security and global energy transition [9] - By the end of 2024, the first batch of 50 renewable energy base projects in the western region is expected to be operational, with an installed capacity exceeding 90 million kilowatts [9] - China has engaged in green energy project cooperation with over 100 countries, with notable projects like the ±800 kV high-voltage direct current transmission project in Brazil being completed [10]

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 承办单位 宁波德泰中研信息科技有限公司 特别鸣谢 四川东材科技集团股份有限公司 （ 膜材料领域领军企业，正加码布局制氢及燃料电池用质子交换膜等相关材料 ） 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） （ ...

本届高层会议在"查塔姆规则"下进行，行业领袖们就未来协同发力的四大关键领域达成共识，具体 包括： 6月16日至18日，由马来西亚国家石油公司（下称"马石油"）主办，标普全球旗下剑桥能源周担任 知识合作伙伴的"亚洲能源论坛"（Energy Asia）在吉隆坡会展中心开幕。 本届论坛以"共塑亚洲能源转型新格局"为主题，汇聚了来自60多个国家、横跨38个行业的政策制定 者、行业领袖与能源专业人士，共同发出坚定而有力的呼吁——以果敢和协同的行动方案，加速亚洲迈 向净零未来。 马来西亚首相拿督斯里安瓦尔·易卜拉欣阁下出席论坛并主持开幕仪式。他表示，在当前全球能源 转型加速推进的背景下，亚洲能源论坛汇聚了政策制定者、行业领袖与能源专家，共同推动战略协同与 务实解决方案的落地，携手应对发展中经济体与新兴经济体在能源转型进程中所面临的独特挑战与机 遇。 四大共识 据记者了解，论坛围绕七大核心议题展开了50余场战略性对谈，深入探讨亚洲各国在提升能源安 全、加快可再生能源部署、推广脱碳解决方案、促进技术转移以及推动经济与社会发展等方面的合作与 探索。 马石油总裁兼集团首席执行官、亚洲能源论坛主席丹斯里陶菲克指出，"能源安全与气候 ...

Core Insights - The proportion of renewable energy used for electricity generation in Israel has increased from less than 20% before the war to 40% currently [1] Group 1 - The significant rise in renewable energy usage indicates a shift in Israel's energy strategy [1]