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2024年内蒙古全部工业增加值历史性突破万亿元大关
Zhong Guo Xin Wen Wang· 2025-11-19 01:03
2024年内蒙古全部工业增加值历史性突破万亿元大关 中新网呼和浩特11月18日电 (记者 李爱平)内蒙古自治区政府新闻办18日召开新闻发布会称,2024年内 蒙古全部工业增加值历史性突破万亿元大关。 来源:中国新闻网 编辑:付健青 广告等商务合作,请点击这里 本文为转载内容,授权事宜请联系原著作权人 中新经纬版权所有,未经书面授权,任何单位及个人不得转载、摘编或以其它方式使用。 关注中新经纬微信公众号(微信搜索"中新经纬"或"jwview"),看更多精彩财经资讯。 内蒙古自治区工业和信息化厅副厅长张巨富表示,"十四五"期间,内蒙古工业总量持续壮大,工业经济 高质量发展取得积极进展。2024年内蒙古全部工业增加值历史性突破万亿元大关,年均增长9.3%,占 GDP比重38%,较"十三五"末提高5.6个百分点,总量居全国第14位,进入全国中上游行列。 张巨富介绍,内蒙古工业主要由能源和制造业两大板块构成,超90种工业产品产能规模居全国第一位。 其中,能源板块中煤炭产量、电力总装机、发电量、新能源装机、新能源发电量等15种能源产品居全国 第一,是全国首个新能源装机超1亿千瓦的省区;制造业板块打造形成了冶金、化工、农畜 ...
多项网间电力灵活互济工程获核准
Ke Ji Ri Bao· 2025-11-19 00:44
近日,湘黔、湘粤、渝黔三项网间电力灵活互济工程通过国家核准。这三项工程总投资预计超156亿 元,将在今年底前开工建设,于2027年迎峰度夏前建成投产,最大输电能力共计可达900万千瓦。届 时,南方电网和国家电网之间的输电通道将从当前的2条增加至5条,跨省跨区电力互济能力显著增强。 当前,南方电网和国家电网之间的电力输送通道分别是从三峡送广东的江城直流和闽粤联网互送的云霄 直流。根据核准批复,湘黔、湘粤、渝黔电力灵活互济工程分别计划在贵州铜仁、湖南郴州、重庆各自 建设一座容量300万千瓦的柔性直流背靠背换流站,并开展相关配套线路工程建设,进一步提升跨电网 经营区互联互通水平。 "在全国统一电力市场建设加快推进的背景下,湘黔、湘粤、渝黔电力灵活互济工程投产后,将显著提 升两个互联区域间的电力互补互济和紧急支援能力,为跨电网经营区常态化电力交易提供更坚实的物理 基础,更好保障经济社会高质量发展的绿色用能需求。"南方电网战略规划部有关负责人说。 以贵州和湖南为例,夏季是湖南的电力负荷高峰期,而贵州的电力负荷呈现"冬高夏低"的特点,二者存 在较强的时空互补特性,可通过湘黔工程实现错峰互济,增强电力保供和新能源消纳能力。 ...
皖能电力董事长李明:“十五五”锚定双轮驱动 打造一流电力综合服务商
Zhong Guo Zheng Quan Bao· 2025-11-19 00:22
三重定位筑牢能源保供压舱石 "皖能电力的根在安徽,魂在保供。"谈及公司核心定位,李明的表述坚定有力。作为皖能集团旗下唯一 的电力产业平台,皖能电力承载着"能源安全保障省级队、产业结构调整主力军、双碳行动主平台"的三 重使命,核心职责聚焦三大方向:筑牢电力保供压舱石,承担安徽省电力供应主体责任;当好产业转型 排头兵,推动能源结构优化升级;打造综合服务先行者,拓展新能源、售电、碳交易等多元业务,剑 指"国内一流电力综合服务商"目标。 当前电力行业呈现五高特征,煤电加速向基础保障性和系统调节性电源转型,这对以煤电起家的皖能电 力而言,既是挑战更是机遇。"皖能电力作为最初以煤电起家,目前仍以煤电为主的发电企业,必须适 应这一趋势,加大新能源产业布局,加快转型发展步伐,努力提升综合竞争力。"李明坦言,在我国加 快推进以清洁低碳电源为主体的新型电力系统建设的进程中,风电、光伏等新能源将成为新型电力系统 的主体能源,这也将是公司未来发展的核心机遇。 在电力行业从量变向质变跨越的关键交汇点,作为安徽省能源领域"省级队"的皖能电力,既带着"十四 五"期间的亮眼战绩,更锚定"十五五"高质量转型新蓝图。近日,公司董事长李明在接受中 ...
中金公司2026年展望:持续看好AI、电气化、金融的相关领域
Zheng Quan Shi Bao Wang· 2025-11-19 00:19
Core Viewpoint - The report from China International Capital Corporation (CICC) maintains a positive outlook on sectors related to AI, electrification, and finance, highlighting sustained demand and investment opportunities in these areas [1] AI Sector - CICC analysts predict that the high demand for overseas computing power will continue until the end of 2026, with tight capacity expected in the electricity and storage sectors during the same period [1] - The growth in overseas electricity consumption is driven by AI infrastructure and industrial chain restructuring, indicating a persistent narrative of electricity shortages that will benefit the power operation sector [1] Electrification - Electrification is expected to benefit from energy transition, infrastructure projects, and investments in data centers, contributing to the overall growth in the sector [1] Consumer Sector - CICC expresses a cautious stance on the consumer sector, forecasting a potential slowdown in consumption growth in the U.S. by 2026, while non-U.S. regions may see marginal recovery but remain slow overall [1] - In the context of ongoing fundamental differentiation, the report suggests focusing on sectors with reasonable valuations and positive potential catalysts, such as marginal changes in pharmaceuticals and automotive industries [1]
中金2026年展望 | 全球研究:从关税博弈到AI浪潮,增长的下一步
中金点睛· 2025-11-18 23:59
Global Market Outlook - The recovery in traditional cycle-related investments and consumption in non-US regions is expected to continue, although terminal consumption may recover slowly due to widening wealth disparities and increased uncertainty in economic, political, and employment prospects [2][6] - The Eurozone is maintaining its recovery, with domestic demand expected to replace net exports as the main contributor to economic growth in 2026 [10][11] - Southeast Asia is projected to outperform global growth, with Vietnam and Indonesia as key beneficiaries of industrial relocation and global supply chain diversification [2][17] Industry Outlook - Continued optimism in AI, electrification, and finance sectors, with high demand for overseas computing power expected to persist until the end of 2026 [3][9] - Capital expenditure in high-demand sectors like defense and AI infrastructure is anticipated to expand, while traditional cycle-related capital expenditure may recover at a slower pace due to terminal demand influences [8][9] - The consumer sector is expected to face challenges, with US consumption growth potentially cooling, while non-US regions may see marginal recovery [3][9] Regional Insights - In the Eurozone, private consumption is expected to grow, but high uncertainty may slow consumer confidence recovery [11][12] - Japan's economy is projected to grow above potential GDP, driven by expanding consumption and equipment investment [13][14] - Southeast Asia's average economic growth is forecasted at 4.2%, with specific countries like Vietnam and Indonesia leading in growth rates [17][18] Investment Recommendations - Focus on sectors with reasonable valuations and positive catalysts, such as pharmaceuticals and automotive [9][10] - In Japan, attention is drawn to sectors benefiting from external economic improvements, particularly electronics, machinery, and automotive [15][61] - In Southeast Asia, the real estate sector is expected to thrive in a low-interest-rate environment, while industrial and logistics sectors may benefit from effective tariff rates [18][19] Technology and AI - The demand for AI infrastructure is expected to remain robust, with significant capital expenditure growth anticipated in 2026 [27][28] - AI ASIC and GPU markets are projected to see substantial growth, driven by increased deployment by major cloud service providers [23][26] - Software and AI are expected to mutually enhance each other, with software playing a crucial role in AI application deployment [30][31] Consumer Goods - The food and beverage sector is expected to see a divergence in revenue growth, with leading companies likely to outperform smaller competitors [48][49] - The home care and personal care sectors may face short-term pressure due to slowing growth rates and cost challenges [50][51] - The luxury goods market is projected to recover in 2026, driven by consumer demand in key regions [52][54] Automotive Sector - Global passenger car sales are expected to see a slight increase, particularly in Europe due to new product cycles and improving labor markets [45][46] - European automakers are anticipated to accelerate their electric vehicle transitions, while US automakers stabilize after tariff impacts [46][47]
碳捕集,电厂添了新利器(新视点)
Ren Min Ri Bao· 2025-11-18 22:41
碳捕集有"超级车间"——全球首台"二塔合一"复合式吸收塔。 传统碳捕集工艺中,脱硫后的烟气需要先进入预洗塔降温"洗澡",去除水分、残留石膏、粉煤灰及少量 二氧化硫、氮氧化物,再进入吸收塔,让二氧化碳被吸收溶剂捕获,两座塔独立运行,烟气输送路线 长、阻力大。 为突破这一瓶颈,项目创新采用复合式吸收塔"二塔合一"设计,将烟气预洗涤与碳捕集环节深度集成到 一个"超级车间",并通过中间循环冷却等多种节能技术,实现热量利用最大化,节能效果显著。 中国华能自主研发的新型吸收溶剂则是"高效捕手",专门负责在吸收塔里抓取烟气中的二氧化碳。"煤 电产生的二氧化碳浓度有10%至15%,这种新型吸收溶剂能够高效稳定实现二氧化碳捕集,产出的二氧 化碳纯度达到99%以上。"华能清洁能源技术研究院温室气体减排部副主任牛红伟介绍,新型吸收溶剂 配套自主研发的净化装置,可将溶剂使用寿命由约1年延长至2年以上,有效减少更换频率和运行消耗。 在同类技术中,能够以更高效率、更低成本完成碳捕集,经济性在国内外领先。 碳压缩有"打包高手"——我国首台八级超临界二氧化碳压缩机。 甘肃庆阳,华能正宁电厂2台100万千瓦燃煤发电机组"火力"全开,保障冬季能 ...
皖能电力董事长李明: “十五五”锚定双轮驱动 打造一流电力综合服务商
Zhong Guo Zheng Quan Bao· 2025-11-18 22:16
在电力行业从量变向质变跨越的关键交汇点,作为安徽省能源领域"省级队"的皖能电力,既带着"十四 五"期间的亮眼战绩,更锚定"十五五"高质量转型新蓝图。近日,公司董事长李明在接受中国证券报记 者专访时表示,"十五五"是电力转型质变关键期,皖能电力将坚守能源保供初心、深化低碳转型实践, 以"控股火电超1500万千瓦、新能源超1000万千瓦"为核心目标,主动对接国家及地方能源规划,主动谋 划相关项目,全力打造国内一流电力综合服务商。 三重定位筑牢能源保供压舱石 "皖能电力的根在安徽,魂在保供。"谈及公司核心定位,李明的表述坚定有力。作为皖能集团旗下唯一 的电力产业平台,皖能电力承载着"能源安全保障省级队、产业结构调整主力军、双碳行动主平台"的三 重使命,核心职责聚焦三大方向:筑牢电力保供压舱石,承担安徽省电力供应主体责任;当好产业转型 排头兵,推动能源结构优化升级;打造综合服务先行者,拓展新能源、售电、碳交易等多元业务,剑 指"国内一流电力综合服务商"目标。 当前电力行业呈现五高特征,煤电加速向基础保障性和系统调节性电源转型,这对以煤电起家的皖能电 力而言,既是挑战更是机遇。"皖能电力作为最初以煤电起家,目前仍以煤电 ...
“十五五”锚定双轮驱动打造一流电力综合服务商
Zhong Guo Zheng Quan Bao· 2025-11-18 20:05
在电力行业从量变向质变跨越的关键交汇点,作为安徽省能源领域"省级队"的皖能电力,既带着"十四 五"期间的亮眼战绩,更锚定"十五五"高质量转型新蓝图。近日,公司董事长李明在接受中国证券报记 者专访时表示,"十五五"是电力转型质变关键期,皖能电力将坚守能源保供初心、深化低碳转型实践, 以"控股火电超1500万千瓦、新能源超1000万千瓦"为核心目标,主动对接国家及地方能源规划,主动谋 划相关项目,全力打造国内一流电力综合服务商。 ● 本报记者 刘杨 三重定位筑牢能源保供压舱石 "皖能电力的根在安徽,魂在保供。"谈及公司核心定位,李明的表述坚定有力。作为皖能集团旗下唯一 的电力产业平台,皖能电力承载着"能源安全保障省级队、产业结构调整主力军、双碳行动主平台"的三 重使命,核心职责聚焦三大方向:筑牢电力保供压舱石,承担安徽省电力供应主体责任;当好产业转型 排头兵,推动能源结构优化升级;打造综合服务先行者,拓展新能源、售电、碳交易等多元业务,剑 指"国内一流电力综合服务商"目标。 当前电力行业呈现五高特征,煤电加速向基础保障性和系统调节性电源转型,这对以煤电起家的皖能电 力而言,既是挑战更是机遇。"皖能电力作为最初以煤 ...
华电国际电力股份有限公司2025年第三次临时股东大会决议公告
Shang Hai Zheng Quan Bao· 2025-11-18 18:21
Core Points - The temporary shareholders' meeting of Huadian International Power Co., Ltd. was held on November 18, 2025, with no resolutions rejected [2][4] - The meeting was chaired by Chairman Liu Lei, and the procedures followed legal and company regulations [2][6] - The meeting approved several key resolutions, including amendments to the company's articles of association and the cancellation of the supervisory board [4][12] Group 1: Meeting Attendance - 8 out of 11 directors attended the meeting, while 1 out of 3 supervisors was present [3] - The company secretary, Qin Jiehai, was also present at the meeting [3] Group 2: Resolutions Passed - The resolution to amend the company's articles of association and cancel the supervisory board was approved [4][12] - The resolution to amend the rules of procedure for shareholders' meetings was also approved [5] - The resolution to amend the rules of procedure for board meetings was approved [5] Group 3: Board Elections - The board approved the election of Zhu Yueguang as a member of the strategic committee, with a term until the end of the current board's tenure [6][7] - The election of Feng Zhenping as a member of the audit committee was also approved [7] - The election of Zhu Yueguang as the employee director was confirmed, with his term starting from November 18, 2025 [12][13] Group 4: Legal Compliance - The meeting was witnessed by Beijing Haiwen Law Firm, confirming that the procedures and voting results were in compliance with relevant laws and company regulations [5][6]
联手千亿巨头!万华化学,再成立两家新公司
DT新材料· 2025-11-18 16:04
Core Viewpoint - Wanhua Chemical is expanding its business into clean energy and battery markets by establishing a new joint venture with Guodian Shandong and Tongling Chemical Group, aiming to enhance its presence in the energy sector and diversify its operations [2][4]. Group 1: Company Developments - Wanhua Chemical has established Wanhua Green Energy (Dongming) Clean Energy Co., Ltd., a joint venture with Guodian Electric Power, with a registered capital of 720 million RMB, focusing on electricity and heat production and supply [2][3]. - The company plans to invest 2.8 billion RMB in a new joint venture, Tongling Wanquan Mining Co., Ltd., to enhance its supply chain for battery materials [5][6]. - Wanhua Chemical aims to invest 2.16 billion RMB in emerging materials projects in 2025, focusing on lithium iron phosphate and PVDF battery materials [7]. Group 2: Market Position and Strategy - The new clean energy company will engage in a full range of services including power generation, transmission, and supply, as well as renewable energy technologies such as wind and solar power [4][5]. - The strategic location in Shandong, a major energy province, aligns with the company's goal to tap into the growing energy storage market, which is projected to reach 8 million kilowatts by the end of 2025 [4]. - Wanhua Chemical is also expanding its battery materials production capacity, with ongoing projects to increase lithium iron phosphate production and establish a battery materials industrial park in Shandong [6][7].