期货日报网讯6月5日，国务院新闻办公室举行新闻发布会，介绍"深化提升'获得电力'服务水平全面打 造现代化用电营商环境"有关情况，并答记者问。 国家能源局副局长宋宏坤在会上表示，近年来，中国可再生能源总体保持了高速度发展、高比例利用、 高质量消纳的良好态势，为保障电力供应、促进能源转型发挥了重要作用。截至今年4月底，我国可再 生能源发电装机达到了20.17亿千瓦，同比增长58%；风电光伏合计装机达到15.3亿千瓦，历史性超过了 火电装机。2024年中国可再生能源的新增装机3.73亿千瓦，约占电力新增总装机的86%；可再生能源新 增装机已经连续两年突破了3亿千瓦，在全球新增装机的占比超过了50%。 下一步，宋宏坤表示，国家能源局将以新型电力系统建设为主要抓手，指导各地能源主管部门、电力企 业、各派出能源监管机构继续推动落实有关要求，多措并举做好可再生能源高质量发展工作，全面推进 我国能源绿色低碳转型。 2024年，中国可再生能源发电量达到3.47万亿千瓦时，约占全部发电量的35%。从近年来的数据情况 看，我国风电、光伏发电总体保持了较高的消纳水平，个别年份有所波动，不同地区也存在一定的差 异。 为提升电力系统对新 ...

Core Insights - As of the end of April this year, China's renewable energy installed capacity has reached 2.017 billion kilowatts, marking a year-on-year increase of 58% [1] - The combined installed capacity of wind and solar power has reached 1.53 billion kilowatts, surpassing thermal power for the first time in history [1] - In 2024, China's new renewable energy installed capacity is projected to be 373 million kilowatts, accounting for approximately 86% of the total new power installed capacity [1] - Renewable energy's new installed capacity has exceeded 300 million kilowatts for two consecutive years, with a global share of over 50% [1] - In 2024, China's renewable energy generation is expected to reach 3.47 trillion kilowatt-hours, representing about 35% of total electricity generation [1] - Wind and solar power in China have maintained a high level of consumption, although there have been fluctuations in certain years and regional differences [1]

Group 1 - The core viewpoint of the news is the successful completion of the China-ASEAN Free Trade Area (FTA) 3.0 negotiations in 2024, which symbolizes a deepening cooperation and lays a solid foundation for future joint development [1][3]. - The FTA 3.0 version includes nine new chapters focusing on digital economy, green economy, and economic and technological cooperation, reflecting the rapid advancement of regional economic integration and the unprecedented expansion of cooperation areas [5]. - China and ASEAN have been each other's largest trading partners for several consecutive years, with a trade volume approaching 7 trillion RMB in 2024, accounting for 15.9% of China's total foreign trade, highlighting the economic complementarity and the significant achievements of the FTA [5]. Group 2 - The deepening economic cooperation with ASEAN holds profound strategic significance for China, creating a large market covering over 2 billion people, which stabilizes China's exports and global trade [7]. - The young population and rising middle class in Southeast Asia present substantial market potential, providing opportunities for Chinese technology and products, such as Huawei's 5G technology and China's high-speed rail and C919 aircraft [7]. - The FTA 3.0 implementation will facilitate smoother trade, investment, and personnel exchanges, expanding cooperation space in the Southeast Asian market, which is expected to be a highlight of global economic growth over the next 20 years [7][8].

Core Viewpoint - The news highlights China's active role in promoting global green development through various ecological projects, particularly in Africa, showcasing successful collaborations that enhance local communities' resilience against desertification and promote sustainable practices [1][2][3]. Group 1: Project Implementation and Impact - The "China-Africa Green Technology Park" in Mauritania has effectively combated desertification, demonstrating a successful model of ecological restoration through Chinese cooperation [1][2]. - Local initiatives, such as the "Great Green Wall" project, aim to create a 15-kilometer-wide forest belt over 7,000 kilometers to combat desert encroachment, with techniques derived from China's "Three-North Shelter Forest Program" [2][3]. - The implementation of drip irrigation and windbreak systems has led to significant agricultural advancements, with local youth gaining skills and employment opportunities [2][3]. Group 2: China's Global Green Initiatives - China has achieved a dual reduction in desertified and sandy land areas through key ecological projects, sharing its experiences and technologies with other countries [3]. - The country has established itself as a leader in renewable energy, with the largest and fastest-growing renewable energy system globally, contributing significantly to global carbon reduction efforts [5][6]. - China's green technology exports, including wind and solar equipment, have helped other nations reduce carbon emissions by approximately 810 million tons in 2023 [6]. Group 3: International Cooperation and Commitment - China emphasizes the importance of multilateral cooperation in addressing climate change, advocating for a shared responsibility approach in global environmental governance [8][9]. - The country has signed cooperation agreements with over 40 developing nations to support climate change initiatives, providing extensive training and capacity-building programs [9]. - China's commitment to sustainable development is reflected in its initiatives that align with the principles of the Paris Agreement and its efforts to foster a global community focused on ecological protection [8][9].

Core Viewpoint - ASEAN member countries are currently experiencing their best historical relationship, with significant initiatives underway to enhance economic integration and attract investment in the private equity and venture capital sectors [1][6]. Group 1: ASEAN Economic Integration - ASEAN aims to become the world's fourth-largest economy by 2030, with a current average economic growth rate of 4% to 5% over the past decade [4][5]. - The establishment of the ASEAN Private Market Association is a substantial step towards economic integration, aiming to unify fragmented capital flows within the region [1][4]. Group 2: Objectives of the Private Market Association - The association aims to standardize private equity rules across ASEAN member states, reducing policy barriers and enhancing cross-border fund registration efficiency [7]. - It seeks to create a unified evaluation system for private equity funds, providing standardized assessment frameworks to attract international capital [7]. - The initiative is expected to accelerate the attraction of external funding for high-quality ASEAN enterprises, particularly in sectors like cloud computing, semiconductors, and healthcare [7]. Group 3: Beneficiary Industries - Renewable energy is identified as a key sector that will benefit from the private market association, with a focus on solar energy, energy storage, and carbon-neutral technologies [8]. - The digital economy and AI are also prioritized, with projections indicating that ASEAN's digital economy coverage will rise from 25% in 2021 to 85% by 2028, highlighting significant investment opportunities [9]. - The healthcare sector, particularly AI-driven medical technologies, is rapidly emerging, with a notable gap in AI application across the region [9][11]. Group 4: Economic Transition - The establishment of the private market association signals a shift in ASEAN's economic growth model, moving away from traditional manufacturing and trade towards technology-driven growth [10][11]. - The anticipated $60 billion in private equity funding is seen as a potential benchmark for measuring investment activity and economic cooperation depth within the region [12].

Core Viewpoint - The successful issuance of the "Zero Carbon Smart Phase II Green Asset-Backed Special Plan (Carbon Neutral)" by Towngas Smart Energy reflects strong market recognition of the company's asset quality and comprehensive energy management capabilities, with a subscription multiple of 2.4 times [3]. Group 1: Financial Details - The issuance scale of the green asset-backed plan is 470 million RMB, with a priority interest rate of 2.2%, marking the second issuance within a 5 billion RMB shelf program [3]. - The renewable energy business segment is expected to see a significant increase in after-tax operating profit, projected to grow by 514% to 479 million HKD in 2024 [3]. Group 2: Business Strategy and Development - The company aims to become a leading green smart energy enterprise by creating a three-dimensional system of "investment + service + platform," which includes investments in distributed solar, energy storage, and value-added services such as smart microgrids and carbon trading [4]. - The funds raised will be directed towards renewable energy projects, specifically in high-quality solar and energy storage initiatives, contributing to the energy transition and carbon neutrality goals [4]. Group 3: Market Position and Future Outlook - As of the end of 2024, the company's photovoltaic grid-connected capacity reached 2.3 GW, positioning it as a leader in the distributed solar industry [3]. - The company has signed over 400 MWh of energy storage contracts in 2024, with expectations for new contracts in 2025 to exceed those of 2024, indicating a strong growth trajectory in the energy storage sector [3].

太阳能光伏和风能是可再生能源领域的重要贡献者，分别占2024年总装机容量的56%和33%。亚太地区是这两种能源的最大市场。 1 September 1 17 11 17 全球可再生能源装机容量预计将从2024年的3.42太瓦（TW）到2035年达到11.2太瓦（TW），其中太阳能和风能占主导地位。 根据GlobalData的《可再生能源：战略情报》，这反映了从2024年到2035年的累计年增长率（CAGR）为11%。产能的增加将主要受到成本下降和强有力的 政策支持的推动。 GlobalData指出，全球可再生能源市场从2015年的0.93TW扩大到2024年底的3.42TW，复合年增长率为16%。 展望未来，到2030年，陆上风电行业预计将增长到1869亿美元，海上风电行业将增长到1504亿美元。这些数据表明，陆上风电的复合年增长率为4%，海上 风电的复合年增长率为14%，表明这些可再生能源的增长轨迹强劲。 （素材来自：GlobalData 新能源网综合） 太阳能光伏投资将超过陆上和海上风能行业。 仅在2024年，太阳能就获得了3291亿美元的投资，而陆上风电和海上风电的投资分别为1512亿美元和696亿美元 ...

会议期间，凤凰网财经对话了阿联酋 BAGO 战略咨询公司（BAGO Strategy Consulting LLC）首席执行官巴迪尔·阿尔穆沙雷赫（Badir Almusharrekh），并就 中国企业出海阿联酋的现状与机遇、中阿在新能源与绿色技术领域的协同潜力等相关话题进行了深度交流。 在全球产业链深度重构与中国"双循环"战略协同推进的背景下，中国企业出海正迈向技术赋能与生态共建的新阶段。为助力中国科创企业开拓国际市场，由 北京国际技术交易联盟(NICTC)和金砖国家技术转移中心主办、P4中英精准医疗（北京）创新中心承办的"北京科技创新企业出海对接交流会"于2025年5月 30日在北京亦庄隆重举行。 本次活动聚焦生物医药、人工智能等前沿领域，特邀阿联酋、墨西哥、俄罗斯、南非等国家驻华机构代表、产业园区负责人及国际投资专家参会。通过政策 解读、案例分享、资源对接及企业路演四大板块，深度解析国际市场规则，分享实战经验，搭建高效合作通道。北京经济技术开发区科产局及商务金融局担 任指导单位，凤凰网作为特邀媒体协办单位，共同推动中国高新技术企业实现国际化突破。 巴迪尔强调，这些合作完美融合了中国的专业优势与阿联酋构建 ...

Core Viewpoint - The green certificate (绿证) system in China has rapidly developed, becoming a crucial mechanism for renewable energy identification and consumption, with significant growth in issuance and trading volumes, but still facing challenges in demand stimulation and market balance [1][2][3]. Summary by Sections Green Certificate Issuance and Trading - As of December 2024, China has issued a total of 4.955 billion green certificates, representing a year-on-year increase of 21.45 times, with 3.379 billion being tradable [2][3]. - The total trading volume of green certificates reached 553 million, marking a year-on-year increase of 4.19 times, but only about 10% of the issued certificates were traded [2][3]. Demand Stimulation and Policy Implementation - The National Energy Administration emphasizes the need to accelerate market cultivation and stimulate demand for green certificates, particularly through mandatory consumption policies in high-energy-consuming industries like steel and petrochemicals [2][3]. - The implementation of mandatory green certificate consumption will increase compliance costs for companies in the short term but is expected to drive long-term green transformation [3][4]. Long-term Implications for Industries - The policy is anticipated to push industries towards green transformation, enhancing energy efficiency through technologies like distributed solar and energy storage systems [4]. - Companies failing to meet green consumption standards may face production limitations, creating a dual constraint mechanism that promotes technological upgrades and green supply chain development [4]. Policy Coordination and Market Development - Effective policy coordination is essential for overcoming challenges in green certificate application, with a focus on establishing a comprehensive standard system and improving the management of green certificates [5][6]. - The integration of green electricity consumption information into ESG reporting for listed companies is expected to enhance transparency and align with international disclosure requirements [7][8]. International Recognition and Market Expansion - The unconditional recognition of China's green certificates by the RE100 initiative signifies a major achievement, enhancing the credibility and attractiveness of Chinese green certificates in international markets [9][10]. - This recognition is likely to increase the willingness of both domestic and foreign companies to purchase Chinese green certificates, thereby boosting demand and enhancing the green competitiveness of Chinese exports [10][11].

Core Insights - In April 2025, the National Energy Administration issued 216 million green certificates, representing a month-on-month increase of 23.94% [1] - The issued green certificates are linked to 104,300 renewable energy generation projects [1] - Of the total green certificates issued, 165 million are tradable, accounting for 76.36% of the total [1] Summary by Category Green Certificate Issuance - A total of 878 million green certificates were issued from January to April 2025, with 621 million being tradable [1] - In March 2025, 191 million green certificates were issued corresponding to renewable energy generation [1] Trading Activity - In April, 59.4 million green certificates were traded nationwide, including 27.39 million green electricity trading certificates [1] - From January to April 2025, a total of 259 million green certificates were traded, with 87.83 million being green electricity trading certificates [1] Pricing Information - In April, the average trading price of green certificates was 2.31 yuan per certificate, reflecting a month-on-month increase of 63.24% [1]