Group 1 - The Ho Chi Minh City People's Committee has approved a plan for the development of clean electricity and green energy to meet the needs of high-tech investments from 2025 to 2030 [1] - The plan aims to transition the energy structure from fossil fuels to renewable energy, reduce environmental pollution and greenhouse gas emissions, and support Vietnam's Nationally Determined Contributions (NDCs) and net-zero emissions commitment by 2050 [1] - The plan emphasizes the necessity and efficiency of developing rooftop solar energy in Ho Chi Minh City, as it does not occupy land, effectively cools buildings, increases local power supply, and enhances electricity supply security [1] Group 2 - New energy power projects that utilize 100% green hydrogen, 100% green ammonia, or a mixture of both will benefit from reduced fees and rental mechanisms [2] - The proposal includes a direct electricity purchase mechanism between renewable energy generation companies and large electricity consumers in high-tech parks [2] - Other related support policies will be implemented according to current laws [2]

点击注册小程序 查看完整报告 此外，各省也陆续出台"136号文"细则文件。 "136号文"、绿电直供、新型电力系统，分别从价格机制、供电模式、技术创新的角度，以应对新能源的消纳 问题；"136号文"通过市场化价格反馈机制调节装机；绿电直供则提供更多消纳场景、也有利于出口产品绿色 认证；新型电力系统试点则从供需两端实现技术支持。 2、投资方面： （1）虚拟电厂：作为电力需求侧响应重要组成，通过资源聚合和数字技术控制，可有效压低电力负荷曲线峰 值。 特别申明： 本订阅号中所涉及的证券研究信息由光大证券研究所编写，仅面向光大证券专业投资者客户，用作新媒体形势下研究 信息和研究观点的沟通交流。非光大证券专业投资者客户，请勿订阅、接收或使用本订阅号中的任何信息。本订阅号 难以设置访问权限，若给您造成不便，敬请谅解。光大证券研究所不会因关注、收到或阅读本订阅号推送内容而视相 关人员为光大证券的客户。 报告摘要 整体观点： 1、近日，新型电力系统相关政策文件密集出台： 5月30日，国家发改委、国家能源局发布了《关于有序推动绿电直连发展有关事项的通知》，采用"物理直连 +市场化"模式，意在打通发电侧与用电侧点对点供电路径； ...

2025年6月6日，在2025上海国际碳中和技术、产品与成果博览会（简称"碳博会"）上，安永（中国）企业咨询有限公司合伙人邬嘉烨探讨AI与能源的发 展情况。 安永[1]战略与交易咨询合伙人邬嘉烨在安永展台做了主题演讲，分析了人工智能与能源领域的深度融合，探讨AI在能源生产、分配、传输与消费等环节 的国内外的创新应用与业界实践。分享AI如何助力能源行业实现智能化转型，提升能源效率，降低运营成本，并重构行业底层逻辑。此外，邬嘉烨也展 望了AI对能源转型发展带来的重要意义和目前面临的主要挑战，并呼吁可以通过逐步落实AI与企业的融合，拥抱AI带来的革命性变革新机遇。 随着全球碳中和进程加速，能源结构转型也迫在眉睫。与此同时，人工智能领域正经历一场由中国力量引领的开源革命：2025年，DeepSeek以"低成本、 高性能、广开源"破局，用户量飙升至1.25亿，大幅降低AI应用门槛。政策层面，中国首次将"人工智能+"写入2024年《政府工作报告》，《国家人工智能 产业综合标准化体系建设指南》《人工智能安全治理框架》1.0版相继出台，各省市扶持政策密集落地，为AI赋能能源注入澎湃动能。据机构预测，中国 人工智能市场规模预计 ...

Core Viewpoint - Wolong New Energy is undergoing a significant transformation by divesting its copper concentrate trading business and fully committing to the renewable energy sector, following a history of losses and declining revenues in its previous operations [1][2][4]. Group 1: Business Transformation - On May 23, Wolong New Energy announced the sale of 90% of its stake in Shanghai Mining for 221 million yuan, marking a complete exit from the copper concentrate trading business [1]. - This divestiture comes shortly after the company rebranded from "Wolong Real Estate" to "Wolong New Energy," indicating a strategic shift away from real estate and mining towards renewable energy [1][4]. - The company has undergone three major transformations in the past decade, with the current focus on renewable energy being the most recent [1][5]. Group 2: Financial Performance - In 2024, Wolong New Energy reported revenues of 3.611 billion yuan, with the mining business contributing 2.477 billion yuan, accounting for 68.6% of total revenue [1]. - Despite the revenue, the net profit for the company was only 40.86 million yuan, a significant decline of 75.15% year-on-year [1][2]. - The mining business, which was acquired for 68 million yuan in 2022, had previously accounted for over 60% of the company's revenue [1][2]. Group 3: Market Conditions and Challenges - The decline in copper prices and reduced downstream demand have led to compressed margins for the mining business, prompting the sale to improve cash flow and asset structure [2][6]. - The renewable energy sector is facing challenges, including high investment costs and long project cycles, which may hinder Wolong New Energy's ability to transition successfully [9]. - The company’s previous attempts at diversification have not resulted in a stable profit model, with most of the acquired energy companies reporting losses [5][6]. Group 4: Future Outlook - Wolong New Energy aims to complete a significant wind and storage project by the end of 2025, which is seen as a key part of its renewable energy strategy [5][9]. - The company’s market capitalization has decreased from over 10 billion yuan to less than 4.2 billion yuan, reflecting investor concerns about its financial health and strategic direction [7][8]. - The overall renewable energy market is currently experiencing a phase of capacity reduction and valuation compression, which poses additional risks for new entrants like Wolong New Energy [8][9].

绿电直连试点政策三大亮点值得关注 华能集团能源研究院副院长 陈大宇 在全球气候治理格局深度重构的背景下，"绿电直连"作为破解能源转型与碳关税壁垒双重挑战的制度创 新，逐渐进入人们的视野。国家发展改革委、国家能源局印发《关于有序推动绿电直连发展有关事项的 通知》（以下简称《通知》）开展绿电直连试点项目，旨在提升清洁能源利用效率、提升绿电的物理属 性，这种创新模式将绿电消费在时间精度和发用电位置上的颗粒度进一步提升，为全国新能源产业的发 展提供了有益的探索和借鉴。 从国际视角来看，根据欧盟去年4月公布的《新电池法案》下的碳足迹计算规则草案及各国对于电力直 连的概念，"连接独立发电站点与独立用户之间的电力线路，或连接发电企业与电力供应商直接为其自 有场所、子公司及客户供电的电力线路"，"绿电直连"应是通过"拉专线"的方式连接新能源电站与用 户。有意思的是，在欧盟各国实践中并未切断与大电网的联系，根据美国国际开发署（USAID）统 计，在欧盟已经展开绿电直连实践的国家中，拉脱维亚直连线路的用户有权保持与系统的永久连接作为 备用，或者在用户没有安装永久连接的情况下，要求系统运营商安装备用连接。波兰政府认为，将"直 连线 ...

Group 1 - The core viewpoint of the article is that Panzhihua Co., Ltd. is actively investing in renewable energy projects, specifically wind and solar power, to enhance its integrated coal and electricity development strategy [1][2]. - The company plans to invest 9.62 billion yuan in two projects: a wind farm with a capacity of 120 MW and a solar power station with a capacity of 50 MW, which will be constructed simultaneously [2]. - By May 30, 2025, the company aims to have a total installed capacity of 3.77 million kW in renewable energy projects, with 2.96 million kW already connected to the grid [2]. Group 2 - Panzhihua Co., Ltd. is the largest coking coal enterprise in Southwest China, with coal reserves of 8.143 billion tons and an available mining capacity of 3.949 billion tons [3]. - In 2024, despite market challenges, the company achieved a raw coal output of 14.46 million tons and a sales volume of 7.84 million tons, meeting its budget targets [3]. - The company has also invested 6.67 billion yuan in a new coal-fired power plant project, which is expected to enhance its electricity generation capacity [3]. Group 3 - For the fiscal year 2024, the company reported a revenue of 8.9 billion yuan, a decrease of 5.4% year-on-year, and a net profit of 104 million yuan, down 85.8% [4]. - In the first quarter of the current year, the company recorded a revenue of 2.482 billion yuan, a year-on-year increase of 27.33%, but incurred a net loss of 105 million yuan due to rising coal extraction costs and declining coal prices [4]. - The company's operating cash flow increased significantly by 290.7% to 90.29 million yuan, indicating strong cash generation capabilities [4].

为大力宣传能源行业贯彻落实习近平总书记 " 四个革命、一个合作 " 能源安全新战略取得的成效亮 点，进一步凝聚推动能源高质量发展的强大舆论合力， 5 月 27 日上午，由中央网信办网络社会工 作局、国家能源局综合司共同主办，南方电网、中国网共同承办的 " 高质量发展能源行 " 网评引导 活动在广东广州启动。国家能源局党组成员、副局长宋宏坤，南方电网公司董事、党组副书记贺晓 柏，中央网信办网络社会工作局二级巡视员李成出席启动会。 会议指出，党的十八大以来，习近平总书记 从信息化发展大势和国内国际大局出发， 提出一系列 新思想新论断新要求，形成了 习近平总书记关于 网络强国 的重要 思想，为能源行业做好网上舆论 工作提供了根本遵循。近年来，在中央网信办的大力支持下，能源网评工作取得了积极进展，形成 了初步 的 品牌效应。今年是 " 高质量发展能源行 " 系列网评活动的第二年，本次活动将于 5 月 27 日至 5 月 30 日开展为期四天的集中宣传报道，邀请中央和行业、地方媒体记者、网络正能量人 士，走进能源生产一线进行实地调研，深入挖掘能源战线服务南方区域和支持粤港澳大湾区建设的 典型案例和人物故事，力求推出一批 ...

Group 1 - The article emphasizes the importance of career planning education for university students, highlighting that those with clear career goals tend to have better employment outcomes [1][2][4] - The article discusses the need for practical and effective career planning education, as some institutions fail to provide meaningful guidance, leading to a perception of such courses as unhelpful [1][8] - The narrative includes examples of students who have successfully integrated their interests and career goals, demonstrating the positive impact of early and thoughtful career planning [6][7][9] Group 2 - The article points out that career planning should begin earlier than university, with initiatives from the government to guide students in their career choices and personal development [7][8] - It highlights the challenges faced by students in aligning their academic pursuits with their career aspirations, often due to a lack of early guidance and understanding of their interests [6][8] - The significance of competitions, such as the national career planning competition, is noted as a means to encourage students to actively engage in their career planning process and learn from peers [8][9]

以下文章来源于中欧EMBA ，作者黄奇帆 中欧EMBA . 管理干货、大咖分享、活动资讯、申请服务，进入中欧EMBA的第一站。 近日，原重庆市市长黄奇帆解读当下中国经济形势，分享中国制造的破壁之路与新质生产力的突围赛 道。以下是黄奇帆先生演讲内容的整理。 01 「中国制造2025」带来的五大变化 中国式现代化产业体系的基础是制造业。「中国制造2025」设定的奋斗目标，就是要突破技术封锁 实现创新发展，提升中国制造全产业链的竞争力， 从「中国制造大而不强到大而较强」，实现质的 飞跃。 经过10年，中国在五个方面取得了历史性进步和标志性提升： 第一，2024年中国制造的总量规模的比重跃升。 2010中国制造占全球制造业的比重是20%， 2024年达到34%。中国制造业增加值是美国的2倍，日本、德国的4倍。 第二，中国制造的产业链完整度是全球独一无二的。 联合国确认的产业链有41个大类、207个中 类、666个小类，中国是全球唯一产业链类别全覆盖的国家，其中40%的类别生产总量是全球第 一。 第三，中国制造业的进步为出口产品带来了根本性、结构性、趋势性的变化。 2010年中国出口额 16000多亿美元，其中70%是 ...

Group 1 - The core viewpoint of the news highlights the significant growth and performance of the New Energy ETF, which has shown a notable increase in trading volume and scale, ranking among the top two comparable funds [3] - The New Energy ETF has a recent average daily trading volume of 36.32 million yuan over the past year, indicating strong liquidity [3] - The fund's scale has increased by 3.44 million yuan in the past week, and its share count has grown by 36 million shares in the last six months, both ranking in the top two among comparable funds [3] - The valuation of the index tracked by the New Energy ETF is at a historical low, with a price-to-book ratio (PB) of 2.08, which is lower than 85.94% of the time over the past five years, suggesting a favorable valuation [3] - The index includes companies involved in renewable energy production, application, storage, and related equipment, reflecting the overall performance of the new energy sector [3] Group 2 - The Shandong Provincial Development and Reform Commission has issued a draft implementation plan for the market-oriented reform of new energy grid connection prices, which is the first provincial-level guideline following the national notice aimed at promoting high-quality development in the new energy sector [4] - The guidelines are expected to serve as a reference for other regions in formulating their own plans in response to the national directive [4] - According to Guojin Securities, the core driving force for the photovoltaic industry is shifting from policy intervention to self-driven industry dynamics, indicating a potential recovery for the sector [4] - As of April 30, 2025, the top ten weighted stocks in the CSI New Energy Index include major companies such as CATL, LONGi Green Energy, and others, collectively accounting for 44.26% of the index [4]