可再生能源
Search documents
财政部原副部长朱光耀:我们要全面、客观地对国际贸易顺差进行分析,加强国际经济政策协调
Jin Rong Jie· 2025-12-26 06:57
得益于中国的经济发展,特别是强大的制造业基础、电力生产能力、海量数据资源等为人工智能产业发展提供支撑,在当 下一场由人工智能所引发的全球产业革命浪潮中,中国首次站在了第一梯队。而得益于中国经济发展,特别是强大的制造 业基础、电力生产能力、海量数据资源等为人工智能产业发展提供支撑,一定将为全球生产力做出贡献。同时,在面对人 工智能治理问题,以及伦理规范与规则方面形成共识的过程中,中国更能为全球做出贡献。 财经频道更多独家策划、专家专栏,免费查阅>> 朱光耀同时称,虽然国际经济增长面临很多挑战,但2025年作为中国"十四五"规划收官之年,在党中央坚强领导下,中国 经济依然呈现出了高质量发展,5%左右的经济增长目标有望实现,经济总量也将超过140万亿人民币。以IMF公布的数据计 算,中国2025年GDP总额19.39万亿美元,实际增长5%,可以说中国以全球经济总量17%的规模,连续多年支撑了世界经济 30%+增长量,贡献巨大。 在贸易领域,朱光耀提到,我国前11个月,货物贸易增长是3.6%,我们的服务贸易增长是7.6%;若12月保持此增速,全年 中国国际贸易总额将超7.5万亿美元,2024年为7.2万亿美元。前11 ...
中金资本合作设立中国可再生能源基础设施美元基金 助力苹果公司产业链碳中和目标
Zhong Guo Jing Ji Wang· 2025-12-26 06:37
Core Viewpoint - The establishment of the China Renewable Power Infrastructure LPF aims to support the development of a new energy system in China during the 14th Five-Year Plan period, focusing on attracting international and private capital [1] Group 1: Fund Details - The fund is launched by CICC Capital and Huaneng Investment, and it has completed its first closing in mid-2023 [1] - It is structured as a Hong Kong Limited Partnership Fund (HKLPF), with CICC as the general partner and manager, and Huaneng Investment as the investment advisor [1] - The fund's investors include several suppliers to Apple Inc. [1] Group 2: Investment Goals - The fund aims to achieve both financial returns and green equity, providing funding support for renewable energy projects in China, including those in early development stages [1] - It is projected that by 2030, the fund will contribute to an annual increase of 1 million megawatt-hours of clean electricity in the country through its investments [1] Group 3: Strategic Importance - CICC's mission reflects a commitment to support high-level opening-up and high-quality development strategies in China, facilitating the green investment of large multinational groups in the country [1] - The establishment of the fund underscores the mutual benefits of international capital and domestic economic growth [1]
中金资本合作设立中国可再生能源基础设施美元基金 助力苹果公司产业链碳中和目标
Zhong Guo Jing Ji Wang· 2025-12-26 06:36
Core Viewpoint - The establishment of the China Renewable Power Infrastructure LPF aims to support the development of a new energy system in China during the 14th Five-Year Plan period, focusing on attracting international and private capital [1] Group 1: Fund Details - The fund is initiated by CICC Capital and Huaneng Investment, and it has completed its first closing in mid-2023 [1] - It is structured as a Hong Kong Limited Partnership Fund (HKLPF), with CICC as the general partner and manager, and Huaneng Investment as the investment advisor [1] - The fund's investors include several suppliers to Apple Inc. [1] Group 2: Investment Goals - The fund aims to achieve both financial returns and green equity, providing funding support for renewable energy projects in China, including those in early development stages [1] - It is projected that by 2030, the fund will contribute to an annual increase of 1 million megawatt-hours of clean electricity in the country through its investments [1] Group 3: Strategic Importance - CICC's mission is rooted in connecting China with the world, actively serving Chinese enterprises in their global expansion and facilitating the introduction of international capital [1] - The establishment of this fund reflects CICC's long-term commitment to supporting China's high-level opening-up and high-quality development strategy, enhancing the green investment landscape for multinational corporations in China [1]
38吨可再生柴油运抵香港 用于机场地勤设备
Xin Lang Cai Jing· 2025-12-25 22:29
Core Viewpoint - The successful delivery of 38 tons of hydrogenated vegetable oil fuel by China Resources Recycling Group's subsidiary marks the first business operation of this renewable diesel supply in Hong Kong, aimed at supporting the airport's commitment to becoming the world's most environmentally friendly airport [1] Group 1: Company Operations - China Resources Recycling Group's subsidiary, China Resources International Development Co., Ltd., has successfully supplied hydrogenated vegetable oil fuel to Hong Kong International Airport for ground handling equipment [1] - The company has ensured a comprehensive supply chain management, coordinating upstream raw material supply, midstream production, and downstream delivery to meet compliance and timely supply requirements [1] Group 2: Environmental Impact - Hydrogenated vegetable oil, also known as renewable diesel, is produced from waste animal and plant oils through advanced hydrogenation technology and is compatible with diesel engines without requiring modifications [1] - This renewable diesel can reduce greenhouse gas emissions by 87% compared to petroleum-based diesel [1] - The Hong Kong Airport Authority plans to launch a renewable diesel pilot program in 2024, utilizing hydrogenated vegetable oil fuel to fulfill its commitment to achieving net-zero carbon emissions [1] Group 3: Strategic Goals - The company aims to leverage the advantages of the Guangdong-Hong Kong-Macao Greater Bay Area to facilitate a low-carbon energy green supply chain [1] - The initiative contributes to the global transition towards green and low-carbon solutions, aligning with the airport's mid-term carbon reduction goals [1]
外交部:绿色发展是中国式现代化的鲜明底
Xin Hua She· 2025-12-25 13:57
Core Viewpoint - Green development is a prominent characteristic of Chinese-style modernization, and China will continue to adopt a responsible attitude to promote global sustainable development in the context of a global climate governance "action deficit" [1][2]. Group 1: China's Role in Renewable Energy - China leads the global renewable energy growth, particularly in solar panels, wind turbines, and lithium battery storage, as highlighted by the recent ranking of the top scientific breakthroughs for 2025 by the journal "Science" [1]. - China has established the most comprehensive carbon reduction policy system and the largest renewable energy system globally, with new energy storage installations exceeding 100 million kilowatts, accounting for over 40% of the global total [1]. - During the "14th Five-Year Plan" period, China's exports of wind and solar products have helped reduce carbon emissions by approximately 4.1 billion tons in other countries [1]. Group 2: International Cooperation and Support - China actively shares the results of green development and provides support to developing countries, having signed 55 climate change memorandums with 43 developing nations and implemented over 300 capacity-building projects [1]. - More than 10,000 training sessions have been provided to over 120 developing countries, demonstrating China's commitment to global cooperation in addressing climate change [1].
外交部:绿色发展是中国式现代化的鲜明底色
Xin Lang Cai Jing· 2025-12-25 07:40
Core Viewpoint - The article highlights China's leading role in global renewable energy growth, particularly in solar panels, wind turbines, and lithium battery storage, as recognized by the American journal "Science" in its list of top scientific breakthroughs for 2025 [1] Group 1: China's Contributions to Renewable Energy - China has established the world's most comprehensive carbon reduction policy system and the largest renewable energy system [1] - The scale of new energy storage installations in China has surpassed 100 million kilowatts, accounting for over 40% of the global total [1] - During the 14th Five-Year Plan period, China's exports of wind and solar products have helped reduce carbon emissions by approximately 4.1 billion tons in other countries [1] Group 2: International Cooperation and Support - China actively shares its green development achievements and provides support to developing countries [1] - As of October this year, China has signed 55 climate change memorandums of understanding with 43 developing countries and implemented over 300 capacity-building projects [1] - More than 10,000 training sessions have been provided to over 120 developing countries [1] Group 3: Commitment to Global Climate Governance - In the context of a global climate governance action deficit, China emphasizes its responsible attitude and commitment to working with other countries to address challenges and promote sustainable development [1]
从“西电东送”到“西电西用”:协同破局西北绿色转型
Huan Qiu Wang· 2025-12-25 03:38
Core Viewpoint - The article emphasizes the need for coordinated efforts in the energy transition of Shaanxi and Gansu provinces, highlighting the importance of regional collaboration, policy support, and market mechanisms to achieve efficient resource utilization and low-carbon industrial upgrades under the "dual carbon" goals [1][2]. Group 1: Renewable Energy Development - Shaanxi and Gansu provinces have significant wind and solar resources, with a combined renewable energy installed capacity expected to exceed 100 million kilowatts by the end of 2024 [2] - By 2060, the share of renewable energy installed capacity in Shaanxi and Gansu is projected to surpass 88% and 92%, respectively, with wind and solar power becoming the dominant energy sources [2] - The current industrial ecosystem in Northwest China has formed a collaborative system that includes core manufacturing, power generation operations, and supporting services, showcasing a "complementary competition" dynamic between the two provinces [2] Group 2: Strategic Energy Transition - The "West-to-East Power Transmission" strategy is undergoing a green transformation, shifting from coal-based power to a higher proportion of renewable energy [3] - Differentiated development strategies are recommended for the two provinces: Shaanxi should focus on becoming a self-sufficient power adjustment base, while Gansu should prioritize becoming a major hub for renewable energy exports [3] - Gansu's electricity export volume is expected to reach 400 billion kilowatt-hours by 2060, accounting for 38% of the province's total power generation, with a green electricity share of 95% [3] Group 3: Regional Coordination and Infrastructure - Enhancing the transmission capacity between Shaanxi and the Northwest main grid from 9 million kilowatts to 15 million kilowatts could add 20 billion kilowatt-hours of green electricity consumption during the 14th Five-Year Plan, representing 7.7% of the province's total electricity consumption [4] - The establishment of a new "West-to-East Power Transmission" system is crucial to avoid issues such as "power generation without transmission" and to promote a virtuous cycle of green electricity supply, industrial development, and energy consumption [4][5] - The integration of hydrogen energy, particularly green hydrogen, is identified as a key pathway for low-carbon transformation in Shaanxi's chemical industry, with a focus on developing a comprehensive hydrogen energy manufacturing system [5] Group 4: Market Mechanisms and Policy Recommendations - To achieve a successful green transition in Northwest China, it is essential to strengthen regional coordination and improve market mechanisms, including pilot projects for smart microgrids and flexible resource utilization [6] - Recommendations include balancing the pace of renewable energy development with consumption capacity and establishing a three-tier electricity market mechanism to highlight the value of flexible resources [6] - The article suggests promoting employment transition tools and innovative green financial products to attract more social capital into renewable energy projects and infrastructure development [6]
非洲媒体:中国为非洲发展提供重要机遇
人民网-国际频道 原创稿· 2025-12-25 01:20
Group 1 - The core viewpoint of the articles highlights China's significant achievements during the "14th Five-Year Plan" and the strategic blueprint provided by the "15th Five-Year Plan" for future development, which offers valuable opportunities and experiences for Africa [1][2][3] Group 2 - During the first four years of the "14th Five-Year Plan," China's average economic growth rate reached 5.5%, contributing approximately 30% to global economic growth [2] - By 2025, China's GDP is projected to reach 140 trillion RMB, indicating robust economic performance [2] - The share of renewable energy generation capacity in China increased from 40% to around 60%, establishing China as the world's largest and most dynamic renewable energy producer [2] Group 3 - The "15th Five-Year Plan" emphasizes advanced technology development in areas such as artificial intelligence, renewable energy, biotechnology, and electric vehicles, creating opportunities for industrial transformation and local capacity building in countries like the Republic of Congo [3] - The plan promotes open cooperation and mutual benefit, enhancing financing channels for countries like the Republic of Congo to integrate more deeply into the global economic network [3] Group 4 - The long-term and systematic nature of China's five-year plans can enhance resilience against external shocks, particularly during global economic turbulence, inflation, or supply chain crises [2] - African leaders are encouraged to draw lessons from China's strategic determination and patience to explore their own modernization paths and achieve continental integration and industrialization [2]
盐南高新区:打造高质量发展“近悦远来”新样本
Xin Hua Ri Bao· 2025-12-24 23:49
黄海潮涌,串场河蜿蜒。 "十四五"的五年,是时间的标尺,更是发展的刻度。对于盐城最年轻的板块——盐南高新区而言,这五 年是城市骨架舒展、产业筋骨强健、创新血脉偾张、民生温度充盈的非凡历程。 从城市天际线的不断刷新,到创新能量的澎湃涌动,再到发展成果的普惠共享,盐南以"绿色会客厅、 现代数字谷、创新活力城"为笔,以实干担当为墨,在102平方公里的热土上,绘就了一幅生机勃勃、近 悦远来的高质量发展新画卷。 点燃"创新之核" 挺起产业"硬脊梁" 发展之基,在于创新。盐南高新区将科技创新置于全局核心,推动经济在"稳"的基础上持续向"好"、 向"新"迈进。2024年,地区生产总值达292.99亿元,综合实力稳居苏中苏北省级高新区前列。国家级产 城融合示范区、国家绿色能源示范区等21项科创品牌,成为这片热土最闪亮的勋章。 创新浪潮,首先涌动于产业的转型升级。盐南坚定实施产业强区战略,推动发展模式从以服务经济为 主,向先进制造业与现代服务业"双轮驱动"转变,全力培育大数据、可再生能源、机器人、新型显示 等"新质生产力"。 走进长三角(盐城)数字视听产业基地,虚拟制片、AI训练场景随处可见,一站式AI服务平台助力企 业降本增 ...
2025年科尔尼行业系列回顾|制造业与能源化工
科尔尼管理咨询· 2025-12-24 10:07
Core Viewpoint - In 2025, the manufacturing and energy-chemical industries will enter a rebalancing phase under multiple structural pressures, with geopolitical changes and trade rules reshaping global layouts. The focus will shift from "betting on growth" to "realizing value" as companies seek sustainable returns through asset optimization, capability restructuring, and operational upgrades [1]. Group 1: Manufacturing "15th Five-Year" Layout - The "15th Five-Year" plan (2026-2030) is a critical period for China's modernization by 2035, emphasizing the need for manufacturing enterprises to anticipate socio-economic and technological trends, plan high-quality development paths, and enhance international competitiveness amid geopolitical tensions [4]. Group 2: Asset Operation Restructuring - Energy and chemical companies must optimize asset layouts through normative analysis to enhance long-term decision-making certainty and return rates, particularly in the context of geopolitical and demand structure changes [7]. Group 3: Digital Transformation - Oil and gas companies face limitations in AI potential due to data quality and system fragmentation. Establishing a high-quality data foundation and governance mechanisms is essential to unlock the value of AI and digitalization in supply chain and operational transformations [9]. Group 4: Chemical M&A Recovery - The chemical industry is witnessing a gradual recovery in M&A activities, driven by overcapacity, weak demand, and tariff uncertainties. Companies and private equity are seeking growth paths through portfolio restructuring and regional diversification [11]. Group 5: Accelerated Power M&A - The demand for large data centers is driving a new wave of M&A in the U.S. power sector, compelling power companies to enhance scale, delivery capabilities, and clean energy supply to compete for core customers [13]. Group 6: Electrification Investment Decisions - The electrification trend brings substantial capital investments, but profitability is not guaranteed. Investment returns depend on asset utilization rates, contract structures, and service models, necessitating a careful balance between infrastructure and digital platforms [15]. Group 7: Renewable Value Realignment - The renewable energy sector is transitioning from a narrative of rapid growth to one focused on capability and return realization. Factors such as subsidy reductions, grid constraints, and rising capital costs are pushing companies to reshape their competitive edge through market-oriented capabilities [17]. Group 8: CCUS Commercial Breakthrough - Carbon capture, utilization, and storage (CCUS) is emerging as a viable decarbonization pathway in high-emission industries, but its adoption is constrained by economic viability and carbon pricing mechanisms. Innovative business models and policy collaboration are crucial for large-scale implementation [19]. Group 9: Industrial Aftermarket Opportunities - The industrial aftermarket is becoming a significant profit engine for OEMs, with growth rates of 7.8% in China and 6.5% globally. Companies can achieve steady and high-quality growth through network expansion, complexity management, and pricing capability upgrades [21]. Group 10: CBAM Cost Restructuring - The EU's Carbon Border Adjustment Mechanism (CBAM) is reshaping competitive rules in high-carbon industries like steel. Importers need to proactively manage emissions accounting, supply chain adjustments, and cost transfer mechanisms to mitigate the impacts of visible carbon costs [23]. Group 11: Infrastructure Innovation - Modern construction methods (MMC) are significantly enhancing efficiency, sustainability, and resilience in the global construction industry. Despite higher initial investments, the long-term value of MMC is becoming evident in global capital projects [25].