三峡船闸保持安全稳定高效运行，前三季度累计过闸货运量超1.25亿吨，助力长江黄金水道航运效益充 分发挥。三峡升船机第五次计划性停航检修于9月29日完成，恢复通航，为通航建筑物持续安全、高效 运行提供了坚实保障。 (责编：赵欣悦、袁勃) 本报北京10月12日电 （记者王浩）记者从中国长江三峡集团有限公司获悉：今年前三季度，三峡工程 运行情况良好，运行管理单位统筹防洪、航运、供水、生态补水需要，发挥三峡枢纽工程综合效益。 消落期三峡水库累计补水116.7亿立方米，并根据长江中下游灌溉补水需求，先后开展3次专项保灌溉补 水调度，补水62亿立方米，有效改善了沿江主要灌溉泵站取水条件，缓解了湖南、湖北两省农田灌溉补 水需求，保障供水安全。今年相关部门和单位共开展3次促进鱼类繁殖的生态调度试验。试验响应期 间，监测江段出现产卵高峰。其中，沙市江段产漂流性卵鱼类总产卵规模约696亿粒，"四大家鱼"总产 卵规模约418亿粒，均创历史新高。 9月20日，受华西秋雨影响，三峡水库出现今年最大入库流量4.25万立方米每秒。三峡集团严格按照水 利部长江水利委员会调度令调整出库流量，控制三峡水库水位，实现防洪调度与蓄水调度的有序衔接。 ...

中国能源研究会副秘书长兼新闻发言人王凡在10月10日举办的新闻发布会上介绍，"十四五"期间，我国构建起全球最大、发展最快的可再生能源体系，可再 生能源发电装机占比由40%提升至60%左右。出口的风电光伏产品遍布全球，累计为其他国家减少碳排放约41亿吨，为全球低碳转型作出了重大贡献。在新 能源科技领域，我国拥有了全球4成以上的新能源专利，新型储能规模跃居世界第一，建成了白鹤滩水电站、自主三代核电"华龙一号""国和一号"等多个"全 球最大""全球首座"工程，并相继投运。此外，新能源汽车、锂电池和光伏产品"新三样"2024年出口额突破万亿元大关。智能微电网、虚拟电厂、车网互动 规模化应用等能源领域新模式、新业态、新赛道持续涌现，带动新能源产业链世界第一。 宜昌市副市长靳宏强表示，宜昌坐拥三峡、葛洲坝两座世界级水电站及四百多座"星罗棋布"小水电站，以全国0.2%的国土面积贡献了全国10%的水电发电 量，被誉为"中国动力心脏"，是"世界水电之都"。他说，自从举办2023中国（宜昌）绿色能源发展大会之后，宜昌能源转型发展卓有成效，主导产业的 含"绿"量、含"金"量快速提升，促进了"水、风、光"新能源、新能源电池、绿色智能 ...

Core Insights - The IEA's 2025 Renewable Energy Report predicts a global renewable power capacity increase of 4,600 gigawatts (GW) from 2025 to 2030, equivalent to the combined capacity of China, the EU, and Japan, with solar PV accounting for nearly 80% of this growth [26][28][30] - The report indicates a slight downward revision of the growth forecast by 5% compared to last year, primarily due to policy changes in the US and China, with the US forecast revised down by nearly 50% [28][30][31] - Despite financial struggles among solar and wind manufacturers, there remains strong demand from developers, with one-fifth of large developers increasing their deployment targets for 2030 [32][33] Global Capacity Growth - Global renewable power capacity is expected to reach 2.6 times its 2022 level by 2030, but will fall short of the COP28 tripling pledge [31] - Solar PV is projected to dominate the growth, with annual additions expected to exceed 80% of total renewable capacity increases [27][62] - Wind power capacity is expected to nearly double to over 2,000 GW by 2030, despite facing supply chain issues and rising costs [27][28] Regional Developments - India is forecasted to become the second-largest growth market for renewables, with capacity expected to rise by 2.5 times by 2030 due to higher auction volumes and supportive policies [30] - The Middle East and North Africa region sees a 25% upward revision in forecasts, driven by rapid solar PV growth in Saudi Arabia [30] - The EU's growth forecast has been slightly revised upwards due to strong corporate power purchase agreement (PPA) activity, offsetting weaker offshore wind prospects [30] Financial Health and Supply Chain - Major solar PV and wind manufacturers are facing significant financial losses, with cumulative losses reaching nearly USD 5 billion for Chinese solar companies since 2024 [32] - Supply chain concentration remains a critical issue, with over 90% of key production segments for solar PV and wind turbine components concentrated in China [35] - The report highlights the need for increased investment in grid infrastructure and flexibility to accommodate the growing share of variable renewables in electricity supply [36] Renewable Energy in Transport and Heat - The share of renewables in the transport sector is expected to rise from 4% to 6% by 2030, with significant growth driven by electric vehicles [39] - In the heat sector, renewables are projected to account for 18% of global heat demand by 2030, up from 14% today, largely due to increased use of renewable electricity in industry and buildings [40]

新能源板块今日集体调整，截至收盘，国证新能源电池指数下跌5.7%，中证新能源指数下跌5.4%，中证光伏产业指数下跌4.2%，中证上海环交所 碳中和指数下跌3.5%，储能电池ETF（159566）全天获超5000万份净申购。Wind数据显示，截至昨日，该产品连续6个交易日"吸金"，合计超5亿 元。 | 新能源ETF易方达 傳 | | | 516090 | | --- | --- | --- | --- | | 跟踪中证新能源指数 | | | | | | | | ··· ////////// | | 该指数涵盖新能源产业链, | 令日 | 该指数 | 该指数自2015年 | | 覆盖锂电、光伏、风电、 | 该指数涨跌 | 滚动市盈率 | 发布以来估值分位 | | 水电、核电等未来清洁能 | | | | | 源。 | -5.4% | 59.2倍 | 91.9% | | 储能电池ETF | | | 159566 | | 跟踪国证新能源电池指数 | | | | | | | | ·· ////////// | | 该指数聚焦储能领域,由 | | | | | 50只业务涉及电池制造、 | �日 该指数涨跌 | 该指数 滚动 ...

转自：中国质量报 "从三峡工程到白鹤滩、乌东德等世界级巨型水电站，三峡建工承建的每一项重大工程都关系到国家能 源安全、生态保护和人民群众生命财产安全。正是'国之重器'的特殊属性，让我们始终将质量视为工程 建设的生命线。"高鹏说，20多年来，三峡建工的发展脉络不仅反映了质量理念的演化，更体现出三峡 建工对初心使命的坚守和对卓越极致的追求。正是在这样的质量理念指引下，三峡建工建成了一座又一 座精品工程。 "当前，三峡建工正在开展抽水蓄能项目群建设。抽水蓄能是一种大规模储能技术，可以有力保障新能 源大规模开发和高比例消纳，保障电力系统安全稳定运行，对我国构建新型电力系统发挥关键支撑作 用，是实现碳达峰碳中和目标、保障国家能源安全的重要基石。"高鹏说。 质量管理：夯实精品工程底座根基 "国之重器"能够相继成功建设完成，离不开质量理念的引领，更离不开面对技术瓶颈多、质量要求高、 生命周期长等一系列难题时的技术创新和质量坚守。 □ 本报记者 彭 燮 实习记者 蒋函玉 "获得中国质量奖是一份无上的光荣，更是一份沉甸甸的责任。这份荣誉不仅是对我们多年来质量管理 工作的充分肯定，更是对中国水电建设行业全体建设者追求卓越、精益求 ...

火电经营持续改善，清洁能源延续分化 20251009 三季度电价普遍回落，主要受煤价下滑影响，但青海、广西、重庆等地 区月度交易价格表现强势。高温天气和煤价触底回升推动多数省份电价 平稳或提升，动力煤价格环比二季度提升约 40 元至 670 元/吨。 多重因素限制煤炭产能，高温天气推高用电负荷，煤价回升。尽管三季 度火电竞量整体平稳，但煤价同比显著下滑，年度长协交易稳定，火电 竞争力预计保持较好增长，但需剔除广东地区降幅过高或央企资产减值 前置等特殊因素。 水电板块面临挑战，7、8 月份降水偏少导致全国水电竞量同比下滑近 10%。尽管 9 月份降水改善，但难以完全弥补缺口。大型水库起到平滑 作用，对水电竞争力表现需谨慎乐观。 核电竞争力保持稳健增长，受外部环境影响较小。能源结构调整中，核 能作为清洁能源，其发电系统运行稳定，竞争优势突出，为整体能源供 应提供可靠保障。 核电行业整体稳定，但中核集团和广核集团出现分化。中核集团保持同 比增长，而广核集团受广东、广西地区火电交易电价影响，面临较大下 滑压力。中长期来看，中核成长性更强。 Q&A 请分析今年火电板块的盈利情况及其影响因素。 今年火电板块的盈利情况主要 ...

Core Viewpoint - Liujiashan Hydropower Plant has become a popular destination for tourists during the National Day and Mid-Autumn Festival, highlighting its significance as a patriotic education base and a symbol of China's hydropower achievements [1][7]. Group 1: Visitor Experience - The plant's impressive dam stands over the Yellow River, symbolizing the glory of China's hydropower industry, with visitors expressing admiration for the builders' spirit of self-reliance and hard work [3][5]. - Many families are visiting the plant for educational purposes, aiming to instill a sense of patriotism in their children through immersive experiences [5][7]. Group 2: Events and Activities - To celebrate National Day, the plant organized the "Inherit Red Gene, Forge Yellow River Safety" open week, featuring storytelling, exhibitions, and multimedia interactions to showcase the builders' struggles and innovations in hydropower technology [5][7]. - The local government has introduced "Red Culture + Ecological Tourism" routes, allowing visitors to appreciate both the red spirit and the ecological achievements along the Yellow River [7]. Group 3: Visitor Statistics and Cultural Impact - During the National Day and Mid-Autumn Festival, the Liujiashan Hydropower Plant received over a thousand visitors, reflecting a growing demand for spiritual and cultural experiences [7]. - The rise in red tourism indicates an increasing public interest in cultural heritage and pride in national development achievements, positioning the plant as a vital classroom for patriotism in the new era [7].

指在西藏雅鲁藏布江下游（主要在林芝市境内）规划建设的超大型水电项目，战略意义远超单一能源项 目范畴。雅鲁藏布江是全世界水流落差最大的大河，其上中游形态和下游差别较大。中上游水能开发难 度较低，但效益有限，已建成直孔水电站、藏木水电站等水利工程；而下游，从西藏米林县派镇至墨脱 县出境的496公里河段，仅占全长24%，却集中丰富水能资源。（数据来源：西藏在线。） 专题：北京公募基金高质量发展系列活动 新时代、新基金、新价值 一座总投资堪比北京300个重点工程总和、年发电量相当于3个三峡电站的超级工程，正在青藏高原拔地 而起。本期《投资"建"解》，带您了解雅鲁藏布江下游水电站工程（简称雅下水电工程）背后的投资蓝 海。（数据来源：新华社、北京市发展和改革委员会、国家审计署。） Q1、什么是雅下水电工程？ 资料来源：西藏在线。 Q2、雅下水电工程缘起何时？ 可追溯至20世纪，从最初地质图勾勒，到高海拔TBM实战验证，再到近期正式破土动工，这项"超 级"水电工程，注定将载入我国基础设施建设史、能源战略史。 资料来源：《一图了解 雅鲁藏布江布局时间轴和重大历史意义》。 Q3、雅下水电工程有多强？ 不妨以三峡工程进行对比，其 ...

当"十四五"规划中的重大工程不断取得进展和成效，一批承载着共和国辉煌的"大国重器"与"工业地标"，也正以开放的姿态，从生产现场变身成为热 门的"文化会客厅"。这其中，作为新中国水利史上里程碑的三峡大坝，已不仅是一座"世纪工程"。在这个假期，它更化身为一座生动的"活态课堂"，吸引 着众多游客前来"打卡"。 三峡大坝：从"世纪工程"到"智能课堂" 在三峡工程博物馆，讲解员指着陈列的工业遗存，以时间为轴，带领游客见证三峡工程从梦想照进现实的全过程。作为全球最大水电专题博 物馆，馆内汇集库区文物、工程图纸、机组部件等2000余件展品，结合声光电技术，全景展现世界最大水利枢纽建设征程，让游客感受背后的科 技实力与民族智慧。 在"三维立体景观"多媒体展区，通过投影和裸眼3D技术等光影特效，以影片与沙盘同步演绎的方式展示大坝的建设过程，游客可以沉浸式体 验大坝选址、截流施工、机组安装等历史性瞬间，深度参与这座超级工程的建设链条。 国庆中秋假期，三峡大坝旅游区化身为一座没有围墙的巨型科技体验馆。在博物馆二楼的好奇水电研学中心，二十多个家庭正在志愿者的引 导下，动手拼装小型水力发电机模型，体验水流驱动涡轮旋转、转化为电能的过程 ...

Core Viewpoint - The report highlights the successful completion of China's first ship-based green methanol refueling operation at Ningbo Zhoushan Port, marking a significant milestone in the development of green fuel capabilities in the region [3]. Market Review - In September, the CSI 300 Index rose by 3.20%, while the public utility index increased by 0.41% and the environmental index by 0.77%. The relative monthly returns for these indices were -2.80% and -2.43% respectively [2]. - Among the 31 primary industry sectors, public utilities and environmental sectors ranked 13th and 11th in terms of growth. The environmental sector saw a 0.77% increase, while the electricity sector's thermal power rose by 2.34%, and hydropower fell by 3.08% [2]. Important Events - The successful refueling of the "COSCO Shipping Libra" with 230 tons of green methanol at Ningbo Zhoushan Port signifies the port's capability to handle LNG, biofuels, and methanol, enhancing its status as an international hub [3]. - This operation involved collaboration between China Ship Fuel, Zhejiang Port Group, and Ningbo Zhoushan Port Group, utilizing seven specialized methanol transport tankers and explosion-proof refueling equipment [3]. Investment Strategy - Public Utilities: Recommendations include Huadian International for thermal power, Longyuan Power and Three Gorges Energy for renewable energy, and China Nuclear Power for stable nuclear power operations [4][5]. - Environmental Sector: Focus on companies like China Everbright Environment and Zhongshan Public Utilities, as well as opportunities in the domestic waste oil recycling industry due to upcoming EU SAF policies [5].