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向石油下跪,把美国未来卖给中国?纽森为啥跟特朗普又杠上了
Sou Hu Cai Jing· 2026-02-18 10:08
纽森的原话是:特朗普的倒退,将把未来的经济活力拱手让给中国和其他拥抱可再生能源转型的国家。也就是说,特朗普不做的事情,别人会做;他把市场 让出来,中国自然接盘。于是,纽森口中的把美国未来卖给中国便成了他对特朗普政策的一种尖锐批评。 2月16日,当地时间,纽森干了一件大事——他绕过联邦政府,直接代表加州与英国签署了一份清洁能源合作协议。这下可引发了轩然大波,特朗普立刻怒 斥纽森,称他是失败者。而纽森也不甘示弱,回击更为犀利:特朗普正跪在煤炭和大石油面前,把美国的未来卖给中国。这番话显然火药味十足,问题到底 出在哪里?原来,一切源于纽森在欧洲的外交之行。2月16日,纽森在伦敦与英国能源大臣签署了合作协议,内容其实很简单:加州和英国将在海上风电和 清洁能源技术领域进行合作,纽森还表示,将为英国企业打开加州市场的大门。 看起来,这样的事情并不罕见,但在特朗普看来,这简直是越权。特朗普在接受采访时直接骂纽森是加文·纽渣渣(Newscum,这是对纽森的侮辱性绰 号),称他为失败者,并警告英国不要与他合作,甚至说,他碰过的每样东西都变成垃圾。特朗普为何如此愤怒?因为纽森的行为,实际上是在进行气候外 交,而特朗普的路线恰恰与 ...
春节“不打烊” 国家首个水风光一体化基地建设忙
Xin Lang Cai Jing· 2026-02-18 05:56
两河口抽蓄项目上库 川观新闻记者 李欣忆 2月18日(大年初二),在平均海拔超过3000米的川西高原,两个世界级的清洁能源工程——全球最大的混合式抽水蓄能电站两河口抽蓄电站,以及全球最 大的水光互补项目柯拉光伏电站(二期)依然是一派热火朝天的建设景象。数千名建设者放弃与家人团聚,全力以赴保障国家重大能源项目的高效推进。作 为国家首个水风光一体化基地,春节期间,雅砻江流域水风光一体化基地9个清洁能源工程攻坚不停,"进度条"持续刷新。 攻坚世界级难题: 两河口抽蓄电站的春节攻坚 "工程正处在地下厂房开挖的高峰期,春节'黄金施工期'一分钟都不能耽误。"雅砻江公司两河口抽水蓄能建设管理局副总工程师胡志刚对记者说。项目地处 甘孜州雅江县的高山峡谷,雨季施工干扰大,当前无雨雪的冬季正是抢抓进度的关键窗口。 春节期间,两河口抽蓄电站10多个工作面照常施工,超过500名建设者紧锣密鼓地进行上下库、主厂房、旁通洞等关键部位的开挖工作,为节后即将开始的 混凝土浇筑和机电安装奠定基础。 这个全球最大的混合式抽蓄项目,不仅面临高寒、缺氧、生态脆弱的普遍挑战,更需破解"超宽水头变幅大容量抽水蓄能机组稳定运行"这一世界级技术难 题。为确 ...
林德新订单计划引关注,清洁能源与电子制造领域或迎新项目
Xin Lang Cai Jing· 2026-02-17 23:50
Group 1 - The core point of the article highlights that Linde (LIN.US) has reached a record project order backlog of $10 billion as of its 2025 performance report [1] - The company plans to announce new significant manufacturing plant orders in the coming months, which may involve sectors such as clean energy or electronics manufacturing [1]
雷神能源股价波动显著,财报显示持续亏损
Zhong Guo Neng Yuan Wang· 2026-02-14 15:21
Group 1 - The stock price of Raytheon Energy has shown significant volatility over the past week, with a range of -3.11% from February 9 to February 13, 2026, and a fluctuation amplitude of 16.22% [1] - Specific stock performance includes a drop of 6.67% to $4.20 on February 9, a rebound of 4.05% to $4.37 on February 10, a slight decline of 0.46% to $4.35 on February 11, an increase of 4.37% to $4.54 on February 12, and a pullback of 3.96% to $4.36 on February 13 [1] - The overall trading volume has been low, with a cumulative amount of approximately $173,800 over the past five days, indicating limited market activity driven more by investor sentiment than by fundamental changes [1] Group 2 - The latest financial report indicates that the company generated revenue of $28.20 million, with a net loss of $624,415 and earnings per share of -$0.04, continuing to operate at a loss [2] - The business structure is primarily focused on clean energy equipment, with 45.67% of revenue coming from this segment in the third quarter of 2025, but there has been a year-over-year decline in revenue from the new energy production and operation sector, highlighting a need for improved profitability conversion [2]
新春送暖践初心 情系职工暖人心
Xin Lang Cai Jing· 2026-02-13 19:33
(来源:内蒙古日报) 转自:内蒙古日报 心系职工冷暖,情牵万家灯火。为深入贯彻以人民为中心的发展思想,把党和政府的关怀温暖送到职工 心坎上,包头市总工会以"竭诚服务职工群众"为初心,构建"全域覆盖、分类施策、精准滴灌"的慰问体 系,在马年新春到来之际实现重点群体慰问全覆盖,让7.7万余名职工感受到党和政府的关怀与工会"娘 家人"的温暖,为即将到来的马年新春注入浓浓暖意。 走访慰问精准发力 覆盖全域重点群体 聚焦重点产业与企业。紧扣包头市"1144"现代化产业体系,对该市重点工程和重大项目建设等重点领域 加大倾斜力度,组织各旗县区工会慰问稀土先进制造旗帜型产业集群、先进材料主导型产业集群、清洁 能源、高端装备制造、现代生产性服务业、绿色农畜产品生产加工、数字经济、低空经济、资源循环、 文化旅游重点企业,深入生产车间、项目工地,为坚守岗位的17550位一线职工送上新春慰问品,激励 职工在"十五五"开局之年建功立业。针对节日期间仍坚守在民生保障一线的新就业形态劳动者、环卫工 人、春运保供人员、医护人员、边境口岸职工等,以及2025年重大灾害期间抢险救灾一线职工共2845人 送去新春慰问品,把党和政府以及工会组织的暖 ...
绿色资产证券化 2025 年度运营报告与 2026 年度展望要点:绿色 ABS 产品发行规模下降,基础资产类型进一步扩充;清洁能源国央企与新能源汽车金融机构为核心发行主体;政策持续赋能绿色金融高质量发展
Zhong Cheng Xin Guo Ji· 2026-02-13 06:33
1. Report Industry Investment Rating - No information provided about the industry investment rating 2. Core Viewpoints of the Report - In 2025, the issuance scale of green ABS products declined, with the structure of underlying asset types adjusted. Green financial leasing ABS rose to the top in issuance scale. Green REITs, renewable energy price subsidy ABS, and new - energy vehicle loan ABS still dominated the issuance, while new underlying assets like held real estate and consumer finance loans were added [5][35]. - Multiple departments coordinated to deepen the financial supply - side reform, continuously improving the green finance standard system and basic institutions, and promoting the high - quality development of green finance. The green ABS market is moving towards higher - quality and diversified development [5][30][35]. 3. Summary by Relevant Catalogs 3.1 Issuance - In 2025, 136 green ABS products were issued in China, a 7.48% year - on - year decrease, with a total issuance scale of 185.326 billion yuan, a 16.59% year - on - year decline. Green enterprise ABS, green ABN, and green credit ABS accounted for 50.72%, 38.01%, and 11.27% respectively [5][6]. - By underlying asset types, green financial leasing ABS ranked first with an issuance scale of 58.484 billion yuan (31.56% of the total). Green REITs, renewable energy price subsidy ABS, and new - energy vehicle loan ABS decreased but remained major issuers. Held real estate and consumer finance loans expanded the types of green underlying assets [5][14]. - In 2025, 53 carbon - neutral ABS products were issued, with a scale of 70.393 billion yuan, a 32.02% year - on - year decline, accounting for 37.98% of green ABS [5]. 3.2 Issuance Interest Rate - The issuance spread of green ABS products showed a narrowing trend. In 2025, the average spreads of AAAsf - rated green credit ABS, ABN, and enterprise ABS products to the benchmark rate were 16BP, 46BP, and 64BP respectively. The spread of green credit ABS was significantly lower than other credit ABS, while the difference between green ABN/enterprise ABS and non - green ABS was small [5][26]. 3.3 Policy - In 2025, multiple departments issued policies to deepen the financial supply - side reform, improve the green finance standard system, and promote the development of green asset securitization. Key policies included those from the China Securities Regulatory Commission, the National Administration of Financial Regulation and the People's Bank of China, etc [30][31]. 3.4 Conclusion - In 2025, the green ABS market saw a decline in issuance scale and an adjustment of underlying asset types. With policy support, the market is moving towards high - quality and diversified development. Emerging fields such as green consumer credit, carbon sink revenue rights, and held real estate may become new growth drivers [35]. 3.5 Schedule - The schedule lists the detailed issuance information of green asset - backed securitization products in 2025, including green credit ABS, green ABN, and green enterprise ABS [37][38][39].
首单跨清洁能源类别扩募公募REIT今起更名
Xin Hua Cai Jing· 2026-02-13 04:41
扩募前,基金基础设施资产为陕西榆林300MWp光伏发电项目和湖北随州100MWp光伏发电项目;此次扩募购入资 产为位于云南省保山市的苏家河口水电站和松山河口水电站,总装机容量483兆瓦,项目类型为水力发电。扩募 后,基金资产从单一光伏电站扩展为"光伏+水电"组合,通过水光互补效应平滑现金流、分散区域气候风险,提升 抗风险能力,这也是首单跨清洁能源子类别的扩募项目。 (文章来源:新华财经) 据悉,因中航京能光伏封闭式基础设施证券投资基金2024年度第一次扩募份额已上市,底层资产在光伏资产基础 上增加水电资产。为进一步规范基金名称,使基金名称更好更全面地反映本基金持有的所有不动产资产类别,中 航基金管理有限公司对中航京能光伏封闭式基础设施证券投资基金的基金名称、场内扩位简称、场内短简称进行 变更。 2025年12月26日中航京能光伏封闭式基础设施证券投资基金在上交所正式披露定向扩募发行情况报告书,此次采 用定向扩募方式,向特定对象发售基金份额,最终募集资金总额达29.2215亿元(不含募集期利息)。 新华财经北京2月13日电中航基金管理有限公司12日公告称,中航京能光伏封闭式基础设施证券投资基金将更名为 中航京能 ...
京能清洁能源未来三年分红规划及项目进展引关注
Jing Ji Guan Cha Wang· 2026-02-12 06:26
Company Performance Goals - The company has approved a shareholder dividend plan for 2025 to 2027, aiming to increase the payout ratio to 42%, 44%, and 46% respectively, to establish a stable shareholder return mechanism. The dividend per share for 2024 has been raised to 14.30 cents, with a dividend yield exceeding 7%, which may influence investor expectations [2] Project Advancement - According to a report by Xingzheng International, the 1.5 million kW windbreak and sand control project in Xilin Gol League is expected to be commissioned in batches by 2025. Additionally, there are quality projects in reserve, including a 6 million kW offshore wind power project in Shantou, Guangdong, and green electricity projects in Chengde. The commissioning of these projects may drive an increase in installed capacity, with Guozheng International predicting an addition of 1 to 1.5 million kW from 2025 to 2027 [3] Financial Status - From January to August 2025, the company received renewable energy generation subsidies totaling 3.179 billion yuan, a year-on-year increase of 263.94%. The accelerated recovery of subsidies is expected to improve cash flow. The announcement indicates that the timing of subsidy receipts may continue to impact the financial structure [4] Company Structure and Governance - In September 2025, the board of directors renamed the Strategic Committee to the Strategic and ESG Committee, incorporating environmental, social, and governance responsibilities to comply with new regulations from the Stock Exchange. This adjustment aims to enhance sustainable development management capabilities and may improve governance transparency [5] Institutional Perspectives - Guozheng International issued a report in October 2025, giving an initial "Buy" rating, predicting net profits of 3.46 billion, 3.78 billion, and 4.14 billion yuan for 2025 to 2027. The report notes that the current valuation (projected PE of 5.6 times for 2025) has room for improvement. Xingzheng International also emphasized the stability of the company's gas and electricity profits and the potential for green electricity expansion [6]
盛阅春熊征宇会见三峡集团董事长刘伟平总经理李富民
Chang Jiang Ri Bao· 2026-02-12 00:52
Group 1 - Wuhan's economic and social development has shown a vibrant trend, achieving a successful conclusion to the "14th Five-Year Plan" [2] - Wuhan is entering a golden development period characterized by rising status, expanded positioning, and overlapping opportunities, focusing on building a national central city and modernizing [2] - The Three Gorges Group is a leading clean energy and ecological environmental protection group in China, with a strong partnership and cooperative foundation with Wuhan [3] Group 2 - The Three Gorges Group plans to increase investment and industrial layout in Wuhan during the "15th Five-Year Plan" period, enhancing cooperation in areas such as ecological protection and energy security [3] - The Three Gorges Group emphasizes its commitment to business development in Wuhan, leveraging its advantages to attract high-end resources and strengthen collaboration in green energy transition and innovation [6] - The meeting included key figures from both the Three Gorges Group and Wuhan city leadership, indicating a strong commitment to ongoing collaboration [6]
心系“绿色发展” 履职彰显担当
Xin Lang Cai Jing· 2026-02-11 20:52
Group 1 - The core viewpoint emphasizes the importance of the People's Congress system in ensuring that all state power belongs to the people, integrating party leadership, people's democracy, and rule of law [1] - The development of clean energy in Qinghai is highlighted as a key focus area, leveraging the province's natural resources such as abundant water, sunlight, and wind [1] - Research conducted by the provincial representative indicates that energy storage technology is crucial for addressing the intermittent and volatile nature of clean energy generation, enhancing grid acceptance and control capabilities [1] Group 2 - A proposal for a new pricing support policy for energy storage in Qinghai was submitted, advocating for a shared pricing mechanism involving various market participants [2] - The proposal was recognized as a key recommendation, leading to the establishment of a dedicated task force by the provincial People's Congress to study industry policies and address development challenges [2] - The provincial government has approved a market-oriented reform plan for renewable energy pricing, allowing energy storage entities to achieve profitability through a "low charge, high discharge" model, with trading price differences increasing significantly [3] Group 3 - The trading price difference for energy storage has risen to 0.57 yuan per kilowatt-hour, an increase of 0.22 yuan compared to the previous commercial peak and valley price difference, indicating a substantial rise in revenue levels [3] - Ongoing research into capacity pricing policies on the generation side is being conducted by relevant provincial departments to further enhance the energy storage industry [3] - The representative expresses a commitment to continue engaging with grassroots communities to transform their concerns into actionable suggestions for economic and social development [3]