【环球网财经综合报道】据中国电力企业联合会预测，2026年中国太阳能发电装机规模将首次超过煤电，年底风电和太阳能发电 合计装机规模达到总发电装机的一半。全年新增发电装机有望超过4亿千瓦，其中新增新能源发电装机有望超过3亿千瓦。 时事通讯社发文称，过去几年，中国风力和太阳能发电设备容量以惊人的速度增长，成为中国最大的可再生能源市场。 山西证券发布报告提到，国家能源局此前公布1-11月份全国电力工业统计数据。其中，1-11月太阳能发电新增装机规模 274.89GW，11月单月太阳能发电新增装机22.02GW，环比10月12.6GW，增长75%。 ...

2026年1月，工业和信息化部、国家发展改革委、国务院国资委、市场监管总局、国家能源局等五部门 联合印发《工业绿色微电网建设与应用指南（2026—2030年）》（工信厅联节〔2025〕77号，以下简称 《指南》）。工业绿色微电网是以向工业用户提供绿色电力为主要目的，集成应用光伏、风电、高效热 泵、新型储能、氢能、余热余压余气、智慧能源管控等一体化系统，可融合工业生产过程、与电网友好 互动并实现协同自治的综合能源系统。 内容概况：2026年1月，工业和信息化部、国家发展改革委、国务院国资委、市场监管总局、国家能源 局等五部门联合印发《工业绿色微电网建设与应用指南（2026—2030年）》（工信厅联节〔2025〕77 号，以下简称《指南》）。目前，我国已有许多工业企业和园区积极探索开展工业绿色微电网建设，全 国已投入运行项目超过300个。《指南》的出台，标志着我国工业绿色微电网建设进入系统化推进阶 段，将引导市场主体参与实施项目建设与应用，再生能源发电、工业余能利用、清洁低碳氢制取与利用 等行业也将迎来重大发展机遇。未来，随着政策体系和市场机制不断完善，工业绿色微电网将从"节能 降碳工具"升级为"产业竞争力要素" ...

Core Viewpoint - Zhejiang Xineng's stock experienced a slight decline of 0.63% on January 29, with a trading volume of 72.70 million yuan, indicating a low level of financing and margin trading activity [1]. Financing Summary - On January 29, Zhejiang Xineng had a financing buy-in amount of 3.77 million yuan and a financing repayment of 3.67 million yuan, resulting in a net financing buy of 0.10 million yuan [1]. - The total financing and margin trading balance for Zhejiang Xineng reached 109 million yuan, which is 0.57% of its market capitalization and below the 20th percentile level over the past year, indicating a low financing level [1]. Margin Trading Summary - On January 29, Zhejiang Xineng repaid 500 shares in margin trading and sold 1,000 shares, with a selling amount of 7,910 yuan based on the closing price [1]. - The margin trading balance stood at 328,300 yuan, with a remaining quantity of 41,500 shares, also below the 10th percentile level over the past year, indicating a low margin trading activity [1]. Company Overview - Zhejiang Xineng, established on August 1, 2002, and listed on May 25, 2021, is based in Hangzhou, Zhejiang Province. The company focuses on investment, development, operation management, and electricity sales in renewable energy projects, including hydropower, photovoltaic, and wind power [1]. - The revenue composition of Zhejiang Xineng includes wind power at 39.90%, photovoltaic at 37.95%, hydropower at 20.83%, and other businesses at 1.32% [1]. Financial Performance - As of September 30, the number of shareholders for Zhejiang Xineng was 47,100, a decrease of 8.60% from the previous period, while the average circulating shares per person increased by 9.40% to 51,056 shares [2]. - For the period from January to September 2025, Zhejiang Xineng reported an operating income of 3.855 billion yuan, a year-on-year decrease of 1.56%, and a net profit attributable to shareholders of 613 million yuan, down 4.74% year-on-year [2]. Dividend Information - Since its A-share listing, Zhejiang Xineng has distributed a total of 688 million yuan in dividends, with 594 million yuan distributed over the past three years [3]. Institutional Holdings - As of September 30, 2025, the sixth largest circulating shareholder of Zhejiang Xineng is the Southern CSI 500 ETF, holding 10.5145 million shares, a decrease of 213,600 shares from the previous period. The Hong Kong Central Clearing Limited is the tenth largest circulating shareholder, holding 9.0037 million shares as a new shareholder [3].

Core Insights - The duration of negative electricity prices in the UK is expected to more than double this year, reflecting the rapid expansion of renewable energy generation [1] Group 1: Renewable Energy Expansion - The UK is projected to add a record 74 gigawatts of new wind and solar capacity this year, while electricity consumption is expected to remain flat [1] - This surge in renewable energy is putting pressure on the revenues of renewable energy developers [1] Group 2: Battery Storage Opportunities - The increase in negative electricity prices creates new opportunities for battery operators that can store excess electricity and sell it at appropriate times [1] - It is estimated that 9.8 gigawatt-hours of battery storage capacity will be deployed in the UK this year, surpassing the cumulative total built since the technology began scaling up about a decade ago [1] Group 3: Comparative Market Analysis - The expected duration of negative electricity prices in the UK is projected to reach 306 hours this year, significantly higher than the 149 hours anticipated for 2025 [1] - In Germany, the largest electricity market in Europe, the duration of negative prices is expected to increase by 57% [1]

2025 turnover up +16% at constant exchange rates 2025 EBITDA target reconfirmed despite curtailment impact Continued rollout of the SPRING transformation plan Fourth‑quarter (Q4) 2025 turnover at 166.3 million euros (+8% at constant exchange rates) Energy Sales: Turnover amounts to 78.5 million euros, down -15% at constant exchange rates, mainly impacted by higher‑than‑expected curtailment in Brazil, a price effect resulting from the end of short‑term contracts previously signed at high price levels1, and a ...

Core Viewpoint - Beijing Energy International (00686.HK) announced a conditional agreement to acquire 70% equity of Yangzhou Tairun Low Carbon Technology Development for approximately RMB 248 million, aligning with national renewable energy goals and the company's strategic development [1] Group 1: Acquisition Details - The buyer, Jingneng International (Gaoyou) New Energy, is a wholly-owned subsidiary of Beijing Energy International [1] - The target company primarily engages in power generation, transmission, distribution, and solar power technology services [1] - The acquisition is expected to enhance the company's operational capacity and profitability due to geographical proximity to existing projects [1] Group 2: Strategic Alignment - The board believes the acquisition supports China's renewable energy vision and the "14th Five-Year Plan" for energy transition [1] - The project has a potential installed capacity of approximately 294 megawatts, contributing to a stronger management and operational synergy with existing solar projects in Jiangsu Province [1]

央广网北京1月28日消息（记者韩萌）据中央广播电视总台中国之声报道，1月28日，国家能源局发 布2025年全国电力统计数据。截至2025年底，全国累计发电装机容量38.9亿千瓦，同比增长16.1%。其 中，太阳能发电装机容量12.0亿千瓦，同比增长35.4%；风电装机容量6.4亿千瓦，同比增长22.9%。风 光累计并网装机首次超过18亿千瓦，达到18.4亿千瓦，占比达到47.3%。近四年风光新增规模连续突破1 亿、2亿、3亿、4亿千瓦关口。其中，2022年新增1.2亿千瓦，2023年新增2.9亿千瓦，2024年新增3.6亿 千瓦，2025年新增4.3亿千瓦。 ...

（原标题：行业警告称，锡兰电力局（CEB）削减可再生能源发电量将造成近20亿卢比损失） 斯里兰卡《金融时报》1月22日报道，并网太阳能发电协会（GCSPA）21日表示，锡兰电力局 （CEB）随意限制本地可再生能源电站发电，已造成近20亿卢比的损失。2025年2月起，CEB在周末和 公共假日的上午9点至下午3点，随意限制所有大型可再生能源电站的发电。GCSPA主席普拉巴特·维克 拉马辛哈还透露，本周可再生能源电站 在工作日也被要求停机。在被问及限发原因时，CEB给出的理 由是国内存在"太阳能电力过剩"。 维克拉马辛哈表示，这正是GCSPA要求建设电池储能系统的原因——用于储存多余电力，但电池 储能系统（BESS） 的审批进程一直被拖延。BESS可使本地投资者和可再生能源开发商在白天储存多 余电力，并在晚6点30分至10点30分的用电高峰时段释放电力。GCSPA指出，内阁已于去年6月批准储 能电价为每度电45.80卢比，财政部也于去年9月提供了相应的税收优惠。尽管能源部五个月前已指示 CEB立即执行上述决定，但迄今仍未采取任何实际行动。 可再生能源电站被归类为"必须运行"设施。与燃油发电站不同，后者即使不运行也可 ...

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不 負責，對其準確性或完整性亦不發表任何聲明，並明確表示，概不就因本公告 全部或任何部份內容而產生或因倚賴該等內容而引致的任何損失承擔任何責 任。 – 1 – 二零二五年第四季度之發電量數據詳情總結如下： 北京能源國際控股有限公司 董事會主席 686 二零二五年第四季度 發電站發電量之總結 北京能源國際控股有限公司（「本公司」，連同其附屬公司統稱「本集團」）為了讓 本公司的股東及潛在投資者了解本集團的最新業務發展而刊發本公告。本公 司董事會宣佈，根據本集團之初步運營統計數據，本集團及其聯營公司實益擁 有之267個發電站於二零二五年第四季度（「第四季度」）總發電量共約6,136,995 兆瓦時（「兆瓦時」），而截至二零二五年十二月三十一日止十二個月之總發電量 達到約25,412,743兆瓦時。 | 於二零二五年十二月三十一日 | 發電量概約 | | | | | | | | | | | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | ...

爱尔兰RTE新闻1月16日报道，爱尔兰电网运营商和开发商EirGrid的最新数据显示，12月爱44%的 电力来自可再生能源。EirGrid表示，这些可再生能源大部分来自风力发电场，占爱尔兰全部用电量的 39%。风能总发电量为1243吉瓦时（GWh），11月份为1067吉瓦时。12 月天然气发电占所有用电量的 38%，其中17% 通过互联进口。EirGrid表示，12月可再生能源再次表现强劲，风力发电在当月的整体能 源结构中再次发挥了重要作用。 （原标题：12月爱可再生能源提供了44%的电力） ...