Core Insights - Zhejiang Province has seen a significant increase in renewable energy capacity, with renewable energy sources now accounting for over 50% of the total installed power capacity [1] - Photovoltaic (PV) power has become the largest energy source in Zhejiang, surpassing coal power, with an installed capacity of 59.47 million kilowatts, reflecting a year-on-year growth of 53.4% [1] Renewable Energy Capacity - As of June 30, the total installed power capacity in Zhejiang reached 165 million kilowatts [1] - The installed capacity of renewable energy sources is 85.67 million kilowatts, which is more than half of the total power capacity [1] Photovoltaic Power Growth - The installed capacity of photovoltaic power is 59.47 million kilowatts, making it the leading energy source in the province [1] - The growth rate of photovoltaic capacity compared to the same period last year is 53.4% [1]

Industry News - The National Bureau of Statistics reported stable growth in energy production for June 2025, with industrial electricity generation reaching 45,371 billion kilowatt-hours, a year-on-year increase of 0.8%, and an average daily generation growth of 1.3% after adjusting for the number of days [2] - Three departments issued the "Green Finance Support Project Directory (2025 Edition)" to enhance financial support for green transformation and development, effective from October 1, 2025 [2] - The 12th World Chemical Engineering Congress opened in Beijing, focusing on topics such as the reconstruction of the chemical and basic industries and future innovations in chemical engineering, featuring over 900 cutting-edge reports [2] Corporate News - China's largest underground gas storage facility, the Central Plains Gas Storage Cluster, has expanded its capacity by 7.08 billion cubic meters, now comprising seven storage facilities, enhancing seasonal peak shaving and emergency gas supply for the North China region [3] - The National Mine Safety Supervision Bureau is seeking public opinion on two industry standards, including a technical specification for 5G communication systems in coal mines [4] - The "Sky Eye" remote sensing satellite virtual constellation, developed by State Grid Electric Power Space Technology Co., has begun trial operations, improving disaster warning and emergency response capabilities for the power grid [6] - China Electric Equipment successfully developed the first 220 kV flexible wide adaptability spare transformer, marking a significant technological advancement in the power transmission and transformation equipment sector [6] Financial News - Tongwei Co., Ltd. expects a net loss of 4.9 billion to 5.2 billion yuan for the first half of the year, a significant increase from a net loss of 3.129 billion yuan in the same period last year, attributed to an imbalance in supply and demand in the photovoltaic industry [8][9] Local News - In Ningxia, renewable energy generation reached 367.59 billion kilowatt-hours in the first half of the year, with a 34.66% share of total generation, and energy storage systems contributed an additional 16.2 billion kilowatt-hours [10] - A green methanol production project in Tiaonan, Jilin Province, has commenced operations, expected to produce approximately 50,000 tons of green methanol annually and reduce carbon emissions by about 65,000 tons [12] International News - Tonga's largest renewable energy project, a wind power project, was officially handed over, attended by the King of Tonga [13] - The Iranian Foreign Ministry stated there is no clear timeline for nuclear negotiations with the U.S. [13] - An explosion occurred at an oil field in Iraq's Kurdistan region, with no casualties reported, and investigations into the cause are ongoing [13]

第一次世界大战前夕，时任英国海军大臣温斯顿·丘吉尔做出了一个历史性决定：将英国海军舰艇的动 力来源从煤炭转换为石油，他希望英国海军舰队的速度能超过德国舰队。但这一转变也意味着英国皇家 海军不能再依赖威尔士的煤炭，而是依赖当时波斯地区不稳定的石油供应，能源安全因此成为国家战略 问题。 如何确保能源安全？彼时丘吉尔给出的答案是："取决于多样性，而且仅仅取决于多样性。"这也是标普 全球（S&P Global）副董事长、剑桥能源周（CERAWeek）创始人丹尼尔·耶金在《石油大博弈》（The Prize: The Epic Quest for Oil, Money and Power）中最喜欢的一句话。 作为全球能源战略界的"殿堂级"人物，耶金的《石油大博弈》是业界公认最著名、最具影响力的著作， 凭借此书，耶金赢得普利策奖，也奠定了其"石油战略大师"的地位。 耶金在2025亚洲能源论坛上接受21世纪经济报道记者专访时表示，他最近重读了《石油大博弈》，正在 写一个新的后记。他想探讨的是，有哪些值得铭记的教训？他希望聚焦能源安全、供需力量以及创新的 作用。 "获得能源系统韧性的根本方法之一就是实现能源多样化，1912年如 ...

Group 1 - Brazil's Northeast region is becoming a key area for energy transition, driven by renewable energy resources, with significant investments from Chinese companies like State Power Investment Corporation, China General Nuclear Power Group, and others [1] - The region has seen a rapid increase in installed renewable energy capacity, with 99.75% of energy in Piauí state being renewable [1] - The Brazilian National Economic and Social Development Bank is studying China's "sponge city" concept to enhance urban resilience against extreme climate events [1] Group 2 - China General Nuclear Power Group has been active in the Brazilian energy market for six years, planning to build a multi-energy complementary base in Piauí with over 1,400 MW capacity and an investment exceeding 3 billion Brazilian Reais (approximately 540 million USD) [2] - The establishment of a Sino-Brazil Clean Energy Innovation Center is planned to deepen cooperation in research and development, energy storage, and other areas [2] - The development of clean energy is viewed as a crucial opportunity for economic and social improvement in Brazil's Northeast region, enhancing the quality of life for residents [2]

在中东地区之外，ACWA Power正积极关注包括中国在内的海外市场，以扩大全球布局。Marco Arcelli今年3月表示，尽管存在对美贸易摩擦担 忧，公司仍计划继续拓展中国业务。 具体项目分布广泛，包括阿西尔省的Bisha（3吉瓦太阳能）、麦地那省的Humaij（3吉瓦太阳能）、麦加省的Khulis（2吉瓦太阳能）、利雅得 省的Afif 1和Afif 2（均为2吉瓦太阳能）、利雅得省的Starah（2吉瓦风能）以及利雅得省的Shaqra（1吉瓦风能）。这些项目预计在2027年下半 年和2028年上半年投入运营。 ACWA Power首席执行官Marco Arcelli称，该协议是沙特构建弹性、可持续能源体系的重要里程碑，彰显了沙特实现可再生能源目标的坚定决 心。此协议是沙特国家可再生能源计划的重要组成部分，由沙特能源部统筹监管。目前，SPPC已启动总容量43吉瓦的可再生能源发电项目， 10.2吉瓦已并入电网，按计划，2025年底并网容量将达12.7吉瓦，2026年底将突破20吉瓦。 【环球网财经综合报道】近日，沙特国际电力和水务公司（ACWA Power）传来重磅消息，由其牵头的沙特财团与沙特电力采购公司 ...

2025 年 07 月 15 日 工业硅：市场消息发酵，盘面上行 多晶硅：政策扰动，关注现货成交情况 张 航 投资咨询从业资格号：Z0018008 zhanghang2@gtht.com 【基本面跟踪】 工业硅、多晶硅基本面数据 | | | | 指标名称 | T | T-1 | T-5 | T-22 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | Si2509收盘价（元/吨） | 8,695 | 280 | 650 | 1,240 | | | | | Si2509成交量（手） | 1,473,993 | 520,449 | 857,250 | 1,164,365 | | | | | Si2509持仓量（手） | 402,890 | 35,080 | 18,183 | 281,386 | | | | 工业硅、多晶硅期货市场 | PS2508收盘价（元/吨） | 41,765 | 435 | 5,250 | - | | | | | PS2508成交量（手） | 470,329 | -407,888 | 30,065 | - | | | | | ...

7月6日至7日，金砖国家领导人第十七次会晤在巴西里约热内卢举行，本次峰会主题为"加强全球南方合作，促进更加包容和可持续的治理"，这是"大金 砖"扩容至11个正式成员国后的首次峰会，是全球南方积极协作的重要信号，是推动金砖合作机制从"区域性协作"到"全球性治理"的关键一步。 在全球能源格局深刻变革、气候变化治理进入关键期的大背景下，发展可再生能源、加速能源转型步伐成为全球可持续发展的重要议题，也是此次金砖峰 会的核心议题之一。扩容后的成员国人口总数超全球一半，按购买力平价计算的GDP总量占全球1/3，超过七国集团（G7），聚集了全球最大的几个石油 生产国和消费国，在全球能源市场上扮演重要角色。 作者系中国现代国际关系研究院拉美所副研究员 编辑：梁国华 校对：孟莹 审核：常斐 卢向前 近年来，随着能源转型成为全球大势，金砖国家积极实践和推动能源转型、发展可再生能源和低排放技术，取得不俗的成绩。一是金砖国家的化石能源发 电量占比逐渐下降。据全球能源监测（Global Energy Monitor）的报告称，截至2024年底，金砖国家的化石能源发电量已降至接近50%。目前，多数金砖 成员国公布零排放目标，以煤炭为主要 ...

Core Insights - The report from the UK Energy Research Institute highlights a concerning trend where, despite record investments in renewable energy and net-zero commitments from major economies, global carbon emissions are projected to reach a new high in 2024, totaling 4.08 billion tons, an increase of 0.5 billion tons from 2023 [2][4] Group 1: Global Carbon Emissions Trends - Global carbon emissions have been on an upward trajectory since 2021, with an average annual increase of nearly 1% over the past decade, despite increasing international climate commitments [2][3] - The report indicates that while renewable energy sources like wind and solar are expanding, they are not keeping pace with the growth in global energy demand, leading to continued increases in carbon emissions [4] Group 2: Regional Emission Patterns - Over the past decade, carbon emissions have increased by 25% in Africa, 15% in the Middle East, and over 9% in the Asia-Pacific region, while Europe has seen an average annual decrease of 1.4% [3] - The EU's carbon emissions in 2024 are projected to be 3.7 billion tons, a 15% reduction compared to a decade ago, with countries like Germany and the UK making significant progress through policy initiatives [3] Group 3: Energy Transition Challenges - The energy transition is progressing slowly, with renewable energy sources being added to the energy mix without a corresponding reduction in fossil fuel use, which is a key reason for the ongoing rise in global emissions [4] - The report emphasizes that unless global energy demand growth slows or renewable energy begins to significantly replace fossil fuels, emissions are likely to continue to rise [4]

Core Viewpoint - The document outlines the renewable energy power consumption responsibility weights for 2025 and 2026, emphasizing the need for provinces to enhance their renewable energy consumption and green electricity usage in key industries to support carbon neutrality goals [2][3]. Group 1: Renewable Energy Consumption Responsibility Weights - The 2025 renewable energy power consumption responsibility weight is a binding indicator for provinces, while the 2026 weight is a target for planning and project preparation [2]. - Provinces are required to optimize their renewable energy consumption and enhance their regulatory capabilities to improve the power system's absorption and adjustment levels [2][4]. Group 2: Green Electricity Consumption in Key Industries - In addition to the electrolytic aluminum industry, the 2025 plan includes increasing the green electricity consumption ratio for the steel, cement, polysilicon industries, and newly established data centers [3]. - The completion of green electricity consumption ratios for key industries will be monitored, with specific assessments for the electrolytic aluminum industry in 2025, while other industries will only be monitored [4]. Group 3: Implementation and Reporting Requirements - Provincial energy authorities must develop and implement plans to meet the renewable energy consumption responsibility weights and green electricity consumption ratios, reporting their progress by specified deadlines [5][6]. - The State Energy Administration will monitor the implementation of these responsibilities and provide guidance to ensure compliance [6].

Core Viewpoint - The rural energy revolution in China is advancing rapidly, becoming a key component of rural revitalization, with significant economic and ecological benefits for farmers [1] Group 1: Policy and Strategic Framework - Various policies have been introduced, including pilot projects and initiatives like the "Thousand Towns and Ten Thousand Villages Wind Action" and "Thousand Households Sunlight Action," aiming for renewable energy to account for over 30% of primary energy consumption in pilot counties by 2025 [2] - The development of renewable energy in rural areas is seen as a vital support for building an agricultural powerhouse and improving ecological conditions [1][2] Group 2: Innovative Practices and Local Implementation - Snow Water Port Village in Zhejiang Province exemplifies innovative practices, utilizing idle rooftops for solar panels, achieving a "zero-carbon cooking" model, and ensuring a power supply reliability rate of over 99.999% [2] - Various regions have explored different renewable energy utilization models, such as distributed solar power in Yunnan and sodium-ion battery storage in Guangxi [3] Group 3: Potential and Future Growth - Rural areas possess abundant renewable energy resources, estimated to provide approximately 7.3 billion tons of standard coal equivalent annually, which is 12 times the current rural energy consumption [4] - The development of distributed energy systems is crucial, with a focus on local production and consumption to enhance efficiency and reduce costs [4] Group 4: Market Trends and Projections - The rural energy consumption is expected to grow, with the National Grid Energy Research Institute predicting that rural electricity consumption will increase at a rate higher than the national average over the next decade [7] - By 2030, the installed capacity of distributed solar power is projected to reach between 710 million and 850 million kilowatts [7] Group 5: Challenges and Recommendations - The rural renewable energy sector faces challenges such as mismatched project development models, inadequate infrastructure, and incomplete statistical data [8] - Recommendations include enhancing clean energy supply capabilities, expanding the direct application of renewable energy, and innovating service systems to support sustainable development [8]