为更好推进风电和光伏发电资源普查试点工作，保障《风电和光伏发电资源普查试点工作方案》各 项任务高质量完成， 7 月 2 日上午，国家能源局组织召开了风电和光伏发电资源普查试点中期工 作会议。国家能源局党组成员、副局长、风电和光伏发电资源普查试点工作小组组长万劲松出席会 议并讲话。 会上，河北省、内蒙古自治区、上海市、浙江省、西藏自治区和青海省等六个试点省份能源主管部 门，水电水利规划设计总院、中国气象局公共气象服务中心和国家海洋技术中心等技术支撑单位汇 报了试点工作开展情况；国家能源局新能源司介绍了试点工作总体进展，国家发展改革委、自然资 源部、生态环境部、中国气象局、国家林草局等试点工作小组成员单位进行了工作交流。 会议 对普查工作取得的成效给予充分肯定，并对下一步工作做了部署， 强调风光资源普查试点工 作要坚持 "高站位、高标准、高效率"的要求， 进一步提高对资源普查试点工作重要性的认识，把 质量要求贯穿普查工作全过程 ，切实深化各方协同， 加快工作进展，注重成果应用价值挖掘，以 高水平普查试点工作成果 助推国家 新型能源体系 高质量 建设 。 会议审议通过了《风电和光伏发电资源普查试点技术指南》和《关于 ...

Core Viewpoint - The project represents a significant advancement in the integration of distributed photovoltaic (PV) systems along highways in Shanxi Province, showcasing innovative approaches to utilizing idle spaces for renewable energy generation [1][3][7]. Group 1: Project Overview - The Shanxi Provincial Highway 200MW distributed photovoltaic project is the first large-scale distributed PV project in the transportation sector of the province, with a total installed capacity of 49.95MW and a construction area of 599,300 square meters [1]. - The project successfully revitalizes 64 idle spaces along the highway, installing 92,873 high-efficiency monocrystalline PV modules [3]. Group 2: Technological Innovations - The project team implemented several digital technologies to overcome operational challenges, including the integration of MPPT technology, which improved power generation efficiency by 8% [5]. - A 4G cloud monitoring system was deployed to enhance operational efficiency by enabling real-time monitoring and intelligent fault warning across 55 distributed sites [5]. Group 3: Construction Techniques - The team developed an L-shaped modular rooftop material lifting system, increasing lifting efficiency by 80% and reducing operational time by 65% [6]. - The project utilized PVsyst software for energy yield simulation and system optimization, enhancing the durability and efficiency of the PV system [6]. Group 4: Environmental Impact - The project employs a "self-consumption and surplus electricity grid connection" model, ensuring energy security for highway facilities while generating additional revenue from surplus electricity [7]. - Once fully operational, the project is expected to generate 72 million kilowatt-hours annually, reducing coal consumption by 24,000 tons and CO2 emissions by 71,800 tons, equivalent to planting 4 million trees [7].

Core Viewpoint - SANY Group's subsidiary, SANY Silicon Energy, has commenced construction on a 10MW solar power project in Zimbabwe, marking its first solar initiative in Africa and utilizing an innovative "EP+F" model to address financial needs [1][2] Group 1: Project Details - The solar project will utilize SANY Silicon Energy's self-developed 710 high-efficiency solar modules, advanced inverters, and high-strength brackets, ensuring efficient power generation in complex environments [1] - The total installed capacity of the project is 10MW, with a construction period of only three months, and it is expected to be connected to the grid by the end of 2025, generating an average of 18 million kWh annually [1] - This project aims to alleviate Zimbabwe's electricity shortages, supporting both industrial and residential electricity needs while promoting low-carbon energy transition in the region [1] Group 2: Market Implications - Zimbabwe's rich mineral resources are constrained by a long-standing electricity supply-demand imbalance, which limits mining capacity and industrial upgrades [2] - The solar power system is seen as an ideal choice for the African renewable energy market due to its short construction cycle, quick investment returns, and high safety [2] - Successful completion of this project could set a benchmark for SANY Silicon Energy in the African market, potentially leading to more projects that enhance local production and living conditions [2]

Core Insights - Indonesia aims to increase the share of clean energy from 13.09% to 31% by 2050, with significant participation from Chinese companies in developing clean energy projects [1] Geothermal Energy Projects - The Lumutbalai Phase II geothermal project, with a capacity of 55 MW, has successfully connected to the grid, showcasing advanced technology from Chinese enterprises [2] - Indonesia is the second-largest geothermal power producer globally, with over 40% of the world's geothermal resources, and plans to increase its geothermal capacity from 2.6 GW to 7.9 GW by 2035 [1][2] Hydropower Developments - The Batang Hydropower Station, with a total capacity of 510 MW, is set to be completed by the end of this year, expected to generate 2.228 billion kWh annually, significantly alleviating power supply pressure in North Sumatra [4][5] - The project will replace coal and diesel power plants, contributing to Indonesia's green energy transition and creating over 4,000 jobs during construction and operation [5][6] Solar Energy Initiatives - The Karawang 100 MW solar project is the largest land-based solar project in Indonesia, expected to provide over 150 million kWh of clean electricity annually, meeting the needs of approximately 112,000 households [7] - The project incorporates advanced smart technology, enhancing operational efficiency and reducing maintenance costs, while supporting Indonesia's industrial competitiveness [7]

Core Viewpoint - The company, Jinko Power Technology Co., Ltd., has proposed a revised employee stock ownership plan aimed at enhancing employee engagement and aligning their interests with the company's long-term goals. The plan is designed to attract and retain talent while ensuring compliance with relevant laws and regulations [1][2][3]. Summary by Sections General Principles - The employee stock ownership plan is established to create a profit-sharing mechanism between employees and owners, responding to national calls for common prosperity and enhancing company competitiveness [8][9]. - Participation in the plan is voluntary, and the company will not impose mandatory participation on employees [2][10]. Participants and Scope - The plan targets a maximum of 150 participants, including directors, supervisors, senior management, and other key personnel [10][11]. - The funding for the plan will come from employees' legal salaries, self-raised funds, and other legally permitted sources, with no financial assistance provided by the company [3][17]. Stock Source and Pricing - The stocks for the plan will be sourced from shares repurchased by the company, totaling 28.9092 million shares already completed and additional shares planned for repurchase with a total fund not exceeding 200 million yuan and not less than 100 million yuan [3][11][17]. - The average purchase price for the initial allocation of shares is set at 2.40 yuan per share, which is below the market price at the time of the plan's announcement [19][20]. Duration and Lock-up Period - The plan will have a duration of 60 months from the date the last share is transferred to the plan, with a lock-up period of 12 months during which trading is prohibited [5][21]. - The vesting of shares will occur in three phases based on the company's performance and individual assessments [5][31]. Performance Assessment - The performance assessment for the vesting of shares is based on company-level and individual-level metrics, with specific growth targets set for net profit over the assessment periods [31][32]. - The first vesting period requires a net profit growth rate of at least 50% compared to 2022, with subsequent periods having progressively higher targets [31][32]. Management and Governance - A management committee will oversee the plan, representing the interests of the participants and ensuring compliance with regulations [7][28]. - The committee will manage the daily operations of the plan and make decisions regarding the distribution of shares and any necessary adjustments [28][30].

陆海并进，"十四五"以来，我国光伏装机发展迅猛。数据显示，2020年"双碳"目标提出之前，我 国光伏累计装机规模仅超2亿千瓦，到2023年光伏装机就突破6亿千瓦，短短一年多之后又再次突 破10亿千瓦。 装机规模快速增长，还催生了国际领先的光伏全产业链。据统计，我国光伏产业链企业总数超100 万家，年产出价值超万亿元。从关键材料高纯晶硅的自主可控，到大尺寸硅片、高效电池技术的不 断突破和组件效率的屡创新高，再到智能逆变器、储能系统的集成应用，我国光伏产业链各环节技 术水平全球领先。 国家能源局新能源和可再生能源司副司长桂小阳表示，光伏装机突破10亿千瓦，反映出我国能源结 构持续优化、新型能源体系加快规划建设，同时大规模光伏接入也在深刻改变着我国能源生产和消 费格局。 我国光伏发电装机实现历史性突破。国家能源局近日发布数据显示，今年前5个月，光伏发电累计 新增并网规模近2亿千瓦，同比增长57%。受此带动，我国光伏发电累计装机规模突破10亿千瓦， 达10.8亿千瓦，占我国总发电装机容量的比重达30%，全球光伏装机总规模中近一半来自中国。 今年以来，我国光伏发电装机保持高速增长势头，新项目不断投运。在内蒙古自治区乌兰 ...

Core Points - Huaneng Lancang River Hydropower Co., Ltd. has been awarded the bid for the first batch of centralized photovoltaic power generation project investment主体优选 in Mengla County for 2025 [1][2][3] Group 1: Bid Information - The bid number for the project is 云盛招字 F2025-023 [2] - Huaneng Lancang River Hydropower Co., Ltd. is the selected bidder for all three segments of the project [2][3][4] - The project includes the following segments: - Segment 1: Laojie Photovoltaic Power Generation Project - Segment 2: Tengmieshan Photovoltaic Power Generation Project (Phase III) - Segment 3: Xingshan Photovoltaic Power Generation Project [2][3][4] Group 2: Project Development Commitments - The company commits to complete project filing within one month after signing the investment development cooperation agreement [3][4] - The company must start construction within two months after project filing, with a maximum of two months of pre-construction procedure time excluded [3][4] - The company aims to achieve production conditions within eight months after construction begins and full capacity grid connection within one year from the start of construction [3][4] Group 3: Quality Assurance - Huaneng Lancang River Hydropower Co., Ltd. guarantees timely funding for the project and aims for smooth and steady progress towards on-time production [3][4] - The company commits to meeting the current acceptance standards for renewable energy projects [3][4]

Group 1: Company Operations and Technology - The company currently has a total energy storage capacity of approximately 1500 MWh, primarily supporting photovoltaic power stations, including lithium iron phosphate, all-vanadium flow, and supercapacitor storage types [2] - The main technology for the company's operational power stations is TOPCon, with pilot projects using HJT technology and plans to trial BC and perovskite components as needed [3] Group 2: Financial Performance and Dividends - In 2024, the company received a total of 1.366 billion CNY in electricity subsidies, with 1.233 billion CNY from national subsidies [3] - The company has distributed approximately 1.512 billion CNY in cash dividends over the past three years, with a dividend payout ratio averaging 36% of annual net profit attributable to shareholders [3] Group 3: International Expansion - The company is in discussions with relevant departments in Sri Lanka, Indonesia, and Uzbekistan, with some projects having signed MOUs [3] - Future plans include accelerating investment in overseas photovoltaic projects, focusing on development and acquisition in countries along the "Belt and Road" initiative [3] Group 4: Information Disclosure Compliance - The company adhered to information disclosure management regulations during the investor meeting, ensuring no significant undisclosed information was leaked [3]

Core Viewpoint - The total installed capacity of photovoltaic (PV) power in China has surpassed 1 billion kilowatts, marking a significant advancement in the development of renewable energy [1] Group 1: Installed Capacity Growth - In the first five months of this year, the cumulative newly connected capacity reached nearly 20 million kilowatts, representing a year-on-year growth of 57% [1] - The total installed capacity of PV power in China has reached 1.08 billion kilowatts, equivalent to approximately 48 Three Gorges power stations, accounting for 30% of the country's total power generation capacity and nearly half of the global PV installed capacity [1] Group 2: Industry Competitiveness - The achievement of 1 billion kilowatts in installed capacity not only signifies a substantial amount of clean electricity but also fosters a complete and internationally competitive PV industry chain [1] - There are over 1 million enterprises in China's PV industry chain, generating an annual output value exceeding 1 trillion yuan [1] Group 3: Technological Advancements - Key materials such as high-purity crystalline silicon are now under domestic control, with continuous breakthroughs in large-sized silicon wafers, high-efficiency battery technology, and record-high component efficiency [1] - The integration of smart inverters and energy storage systems showcases the leading technological level of various segments within China's PV industry chain [1] Group 4: Shift in Energy Mix - As of the end of May, the cumulative installed capacity of thermal power was approximately 1.46 billion kilowatts, with its share of the total power generation capacity in China decreasing to about 40% [1]

Core Viewpoint - Japanese companies are significantly increasing their solar power generation capacity in the United States, with Mitsubishi Corporation planning to invest $3.9 billion to boost its capacity to 2.9 million kilowatts by 2028 [1][3]. Group 1: Investment Plans - Mitsubishi Corporation will invest a total of $3.9 billion, increasing its solar power generation capacity in the U.S. to 2.6 times the current level by 2028 [1][3]. - Itochu Corporation's subsidiary, Tyr Energy, is developing 29 projects with a total capacity of approximately 5 million kilowatts, aiming to reach about 10 million kilowatts by 2030 [4]. - SoftBank Group operates solar power stations with a total capacity of 2.55 million kilowatts across eight regions in the U.S., with plans to exceed 15 million kilowatts in the medium to long term [5]. Group 2: Market Dynamics - The U.S. solar power generation capacity is projected to reach 182 million kilowatts by 2026, a 49% increase over two years, surpassing wind power growth [3]. - The Trump administration continues to support solar power through tax incentives, which is expected to enhance installed capacity [1][5]. - The Biden administration has introduced additional tax incentives for companies using domestically produced equipment, further promoting solar energy development [5]. Group 3: Supply Chain and Local Procurement - Nexamp, partly funded by Mitsubishi, currently operates solar power stations with a total capacity of about 1.1 million kilowatts, planning to reach 2.9 million kilowatts by 2028 [3]. - Nexamp plans to switch to solar panels produced in the U.S. to mitigate the impact of tariffs, making local procurement easier compared to wind power [4]. - The shift to local procurement is seen as advantageous in the solar sector, allowing for better control over supply chains and tariff impacts [4].