新华社日内瓦7月5日电 专访｜中国有力助推全球能源转型——访世界经济论坛专家尼古拉斯·瓦格纳 "中国在推动全球能源转型方面的表现既令人印象深刻又至关重要。"瓦格纳说。他补充道，这表明在保 持强劲经济增长的同时，实现大规模能源转型是可行的。 世界经济论坛报告指出，尽管全球在推动安全、公平和可持续性的能源系统方面进展加速，但发展势头 仍面临包括资金和地缘政治在内的诸多挑战，造成全球低碳能源系统投资增速放缓。发达经济体和新兴 经济体之间融资条件的差距，是今年能源转型指数反映的最关键挑战之一。 瓦格纳表示，得益于强大的创新生态系统，中国在全球清洁能源投资领域的领先地位进一步加强。他援 引报告数据说，2024年中国在清洁能源领域吸引了8180亿美元投资，比上一年增长了20%。 瓦格纳指出，与许多面临投资放缓的经济体不同，中国不仅继续向太阳能和风能等成熟技术投入大量资 金，而且越来越多地投资于电动汽车和储能等新兴解决方案。 世界经济论坛能源与材料中心专家尼古拉斯·瓦格纳日前接受新华社记者书面采访时表示，得益于长期 规划和有效投资，中国已成为推动全球能源转型的关键力量。 瓦格纳说，目前中国可再生能源新增产能领跑全球。中国近 ...

Group 1 - The establishment of diplomatic relations between China and Colombia marks its 45th anniversary, with Colombia officially joining the high-quality co-construction of the "Belt and Road" initiative in May [2] - Bilateral trade between China and Colombia is projected to exceed $19.3 billion in 2024, representing a growth of over 1900 times compared to the initial years of diplomatic relations [2] - Colombia aims to enhance agricultural exports to China and seeks to attract more Chinese investments in agriculture, technology, and ecological protection [2] Group 2 - Chinese companies are involved in constructing the Bogotá Metro Line 1, which is the largest infrastructure project in Colombia's history [3] - A new shipping route connecting Shanghai, Peru's Chancay Port, and Colombia's Buenaventura Port was launched in February, further promoting economic cooperation and job creation in Colombia [3] - There is significant potential for agricultural technology cooperation between China and Colombia, particularly in the processing of specialty agricultural products like coffee and cocoa [3] Group 3 - The China-Latin America Forum, which has been operational for 10 years, serves as a crucial platform for regional integration and cooperation between Latin American countries and China [4] - Strengthening collaboration between Latin America and China can enhance the representation and voice of the Global South in global governance [4] - The relationship between Latin America and China is expected to deepen, with ongoing efforts to promote development agendas and enhance global dialogue [4]

6月25日，由全球化媒体智库——霞光社ShineGlobal&霞光智库举办的「品牌引力·重构增长- WAVE2025品牌全球化大会」在深圳成功举办。 2025年即将过半，中国企业出海呈现出更加汹涌的浪潮，中国出海企业的足迹踏遍全球市场，与此同时中国的品牌也加速点亮海外市场。 但另一方面，在百年未有之大变局下，全球供应链重构、地缘政治博弈加剧、消费文化多元碰撞，为中国品牌出海既带来前所未有的机遇，也提出更为严 峻的挑战。 在本次大会的主论坛上，行云集团高级副总裁张宇与云鲸智能亚太区副总裁程刚、狼蛛键鼠国际业务合伙人康泉、纵腾集团副总裁李聪、SHOPLINE市场 负责人刘元喆，以及电弧领航CEO李万权，围绕《出海新兴市场:品牌塑造与业务增长的双向驱动》这一话题，结合嘉宾自身的从业经历，进行了深入探 讨。嘉宾们分享了对于中东、拉美、东南亚等新兴市场现阶段的看法，在产品力、品牌建设、消费倾向等方面给到了实战性的分享。 以下为详细内容，霞光社经整理发布。 张宇（圆桌主持）：非常感谢霞光社的邀请，也感谢各位嘉宾和观众莅临现场出席大会，也感谢各位嘉宾今天百忙之中抽空来参加圆桌。我先简单自我介 绍一下。我是行云集团合伙人张宇 ...

Group 1 - The "big and beautiful" tax and spending bill pushed by the Trump administration has resulted in the elimination of hundreds of billions in federal clean energy subsidies, with clean energy tax incentives set to be phased out by the end of 2027 [1][10] - The passage of this bill unexpectedly benefits China's AI industry, as U.S. tech companies struggle to secure sufficient electricity to power their high-energy AI data centers [1][3] - The current dominance in AI is increasingly tied to electricity availability, with a developer noting that European peers believe the leading superpower in the next decade is already clear [1][7] Group 2 - Solar and wind power are the fastest-growing electricity sources in the U.S., accounting for 80% of new grid capacity, but the Republican-led Congress is stifling clean energy development [3][5] - A model constructed by energy economists indicates that the new bill will significantly reduce the scale of new electricity generation in the U.S., while China accelerates its lead [3][5] - Data shows that in the first five months of 2025, China's new installed capacity for wind and solar is over four times that of the total new energy capacity in the U.S. for 2024 [3][5] Group 3 - The bill is projected to lead to a loss of 344 gigawatts of new electricity generation over the next decade, equivalent to nearly half of U.S. household electricity demand [5][6] - The cancellation of clean energy tax incentives is expected to raise development costs, potentially jeopardizing the feasibility of wind and solar projects [6][10] - The U.S. clean energy sector is facing a potential "devastating" impact, with concerns that the revival of the solar industry may come to a halt, allowing China to dominate solar panel production [10] Group 4 - The U.S. needs to add electricity generation capacity equivalent to the combined total of California, Texas, and New York by 2035 to meet the demands of AI and other industries [8] - There are concerns that placing critical AI infrastructure in geopolitically unstable regions is not in the U.S. national interest [8] - The clean energy industry is calling for consistent energy policies to avoid investment uncertainty, as many companies feel disheartened by the abrupt policy shifts [8]

每经记者｜徐肖逍 每经编辑｜张海妮 ESG发布 我国清洁能源投资规模占全球比重达1/3 6月28日发布的《中国能源生态报告》显示，2024年，我国清洁能源投资规模达到6250亿美元，占全球 比重的1/3。光伏、风电装机容量连续10年位居全球首位，十年间，中国对全球非化石能源消费增量贡 献率超过45%。 点评：这彰显了中国在清洁能源领域的强大实力和引领作用，为全球能源转型贡献了重要力量。 上海、重庆、浙江、福建实现新能源100%消纳 7月2日，全国新能源消纳监测预警中心发布2025年5月全国新能源并网消纳情况：5月，全国光伏发电利 用率为94.2%，风电为93.2%。其中，上海、重庆、浙江、福建实现风电和光伏新能源100%消纳。 点评：这表明我国新能源发展成效显著，消纳能力不断提升，为能源转型和绿色发展奠定了坚实基础， 也为实现"双碳"目标提供了有力支撑。 我国纺织业碳排放强度持续下降 近日，中核田湾（北京）核电股权投资基金合伙企业（有限合伙）成立，执行事务合伙人为中核产业基 金管理有限公司和广州金宏资产管理有限公司，出资额15.01亿元。合伙人信息显示，该基金由中国人 寿、中国核电等共同出资。 点评：15.0 ...

在友商眼中，元鼎智能既是他们最希望挑战，也是最希望避开的对手。原因无他，元鼎智能就是当前国内 这个赛道上的最强者。 01 在铜墙铁壁上撕开一道口子 " 它的征途正如登山者的脚步——既怀揣征服巅峰的雄心，又践行 一步一个脚印的务实 。 " 作者丨刘伟 编辑丨 林觉民 "元鼎智能。" 一位准备杀入泳池清洁机器人赛道的明星企业创始人，在被问到打算对标哪家企业时，毫不犹豫地给出了 答案。他的理由很简单，"元鼎智能的产品更务实"。 杨宇是另一家泳池清洁机器人厂商的创始人，他在谈到企业接下来的市场拓展方向时，表示会重点耕耘欧 洲市场。"国内泳池清洁机器人目前最重要的渠道是亚马逊，从亚马逊的销售和关键词数据来看，元鼎智 能在欧美——尤其是北美已经占据了绝对优势地位，很难撼动。" 曾几何时，泳池清洁机器人这个赛道并不被看好。 投资人刘洪在2023年时曾接触过包括元鼎智能在内的多个泳池清洁机器人项目，当时就觉得"元鼎智能这 家公司很强"。遗憾的是，内部觉得泳池清洁机器人这个市场太小，而且Dolphin已经占据半壁江山，新公 司机会不大，最后否决了这个项目。"结果第二年一看，元鼎智能已经有十几亿营收了。" 目前，元鼎智能已经是全 ...

"实现能源转型不仅是技术问题，更是政策、资金和区域协同的系统工程。东盟迫切需要更多外部支 持，尤其是像中国这样在能源转型实践中取得巨大成就的国家，能够在政策制定、产业协同、技术支持 以及金融服务等多个层面提供全方位的帮助。"达伍德说。 当前，许多中国企业正在东盟布局清洁能源、新能源交通及数字化基础设施等方面的业务，并通过与东 盟本地制造业深度对接，不断拓展在下游产业链的布局。 "中国企业在东盟地区的业务本地化进程正在加速。这不仅推动了东盟国家的能源结构调整，也为当地 创造了大量就业机会，促进了产业升级。中国企业的这种投资模式，不仅是单纯的资本输入，更带来了 技术转移、产业升级和能力建设，极大提升了东盟国家自主可持续发展的能力。"达伍德说。 近年来，中国与东盟的能源合作不断深化，相关领域交往日益密切。一个由东盟及各成员国的能源政策 负责人组成的代表团日前到访中国。期间，代表团参加了东盟低碳能源投资路径研讨会，并赴一些研究 机构、大学及企业进行参观。 作为代表团的主要负责人之一，东盟能源中心执行董事阿卜杜勒·拉齐布·达伍德对此次中国之行倍感兴 奋，也对中国与东盟的能源合作前景充满期待。7月1日，他在北京接受了经济 ...

标的股份的转让价格为每股人民币10.17元，为协议签署日前一交易日转让股份二级市场收盘价的90%，股份转让价格总额（税前）为9.78亿元。受让方资金 来源为其自有资金或自筹资金。 本次权益变动后，上海其辰持有协鑫能科的股份由693,413,333股减少至597,283,333股，占总股本的比例由42.72%减少至36.79%（占剔除公司回购专用证券 账户股份数量后总股本的比例由43.85%减少至37.77%）。上海其辰及其一致行动人协鑫创展控股有限公司合计持有协鑫能科的股份由779,617,442股减少至 683,487,442股，占协鑫能科总股本的比例由 48.03% 减少至42.10%（占剔除公司回购专用证券账户股份数量后总股本的比例由 49.30%减少至43.22%）。 6月28日，协鑫能源科技股份有限公司(简称"协鑫能科"，002015)发布公告，控股股东上海其辰企业管理有限公司(简称"上海其辰")，拟通过协议转让方式向 浙江金证资产管理有限公司(代表"金证得胜1号私募证券投资基金")(简称"金证得胜1号")转让其持有的协鑫能科9613万股股份(无限售条件流通股)，占协鑫能 科总股本的5.92%。 本 ...

Group 1 - The core viewpoint of the news is that Qushi Asset Management recently conducted a survey on a listed company, Chunguang Technology, highlighting its growth prospects and operational details [1] - Chunguang Technology's growth in the hose business is driven by customer demand, with order increases coming from both existing clients and new customer acquisitions [1] - The full subsidiary CGH in Malaysia is expected to generate a revenue of 210 million RMB in 2024 [1] - The first quarter of 2025 is projected to see revenue growth primarily from domestic OEM business, with an estimated sales volume of 3.58 million units for 2024 [1] - The development cycle for new vacuum cleaner products typically ranges from 6 to 8 months, potentially extending up to 1 year [1] - Pricing negotiations with clients depend on market conditions and require mutual agreement [1] - Chunguang Technology has completed its 2022 equity incentive plan and currently has no ongoing equity incentive programs [1] Group 2 - Qushi Asset Management was established in September 2015 with a registered capital of 10 million RMB and has been recognized as a private securities investment fund manager since April 2016 [2] - The company focuses on asset management and securities investment funds, with over 90% of its employees holding master's degrees from prestigious institutions [2] - The core team has an average of around ten years of experience in the asset management industry, with backgrounds in sell-side research, buy-side research, and investment management [2] - The founder, Zhang Xiuqi, is a well-known fund manager in the public fund sector, having received multiple awards for excellence [2] - Since its establishment, the company has developed steadily, enhancing its investment research capabilities and gaining industry recognition for its asset management performance [2] - Qushi Asset Management has received several accolades, including being named one of the top new private equity funds in 2017 and achieving high returns in the same year [2]

Core Insights - The article discusses the competitive landscape between China and the United States in the clean energy sector, highlighting China's significant advancements and investments in renewable energy technologies [1][3][4]. Group 1: China's Clean Energy Dominance - China installed more wind turbines and solar panels last year than the rest of the world combined, indicating its leading position in the clean energy market [3]. - Chinese companies are expanding their clean energy footprint globally, constructing electric vehicle and battery factories in countries like Brazil, Morocco, and Hungary [3][4]. - Despite high coal consumption, China is rapidly transitioning to cleaner energy alternatives, dominating global manufacturing in solar panels, wind turbines, lithium batteries, and electric vehicles [4][5]. Group 2: U.S. Energy Strategy - The U.S. government, under President Trump, is focusing on maintaining reliance on fossil fuels, promoting the export of oil and natural gas, and investing in traditional energy sources [3][6]. - The U.S. strategy is based on the belief that the modern world is built around fossil fuels, and it aims to leverage its position as the largest oil producer and natural gas exporter [4][6]. - There is a growing concern that the U.S. has lost its competitive edge in the clean energy race, with policymakers realizing too late the extent of China's advancements [5]. Group 3: Future Energy Landscape - The global demand for energy is expected to increase, creating opportunities for both solar energy and fossil fuels in the short term [6]. - The International Energy Agency predicts that by the middle of this century, the share of oil, gas, and coal in global energy demand will fall below 60%, positioning China to capture new market opportunities [6].