Core Viewpoint - The National Development and Reform Commission and the National Energy Administration have announced that the renewable energy power consumption responsibility weight for 2025 must be completed within that year and will not be transferred to 2026 [1] Group 1 - Each province's renewable energy power consumption responsibility weight will be calculated based on the actual physical electricity consumed within the province, supplemented by the purchase of green certificates from outside the province [1] - The assessment of green electricity consumption in key energy-consuming industries will primarily rely on green certificates [1] - In 2025, provinces will be evaluated on the green electricity consumption ratio for the electrolytic aluminum industry, while the steel, cement, polysilicon, and newly built data centers at national hub nodes will only be monitored without assessment [1]

Core Viewpoint - The National Development and Reform Commission and the National Energy Administration have issued a notification regarding the renewable energy power consumption responsibility weights for 2025, establishing binding targets for provinces to enhance renewable energy integration into the power system [1] Group 1: 2025 Renewable Energy Power Consumption Responsibility Weights - The 2025 renewable energy power consumption responsibility weight is set as a binding indicator for assessment across provinces, with specific percentages outlined for each region [1] - Provinces are required to optimize their project reserves and improve their power consumption and regulation capabilities based on the 2025 targets [1] Group 2: 2026 Renewable Energy Power Consumption Responsibility Weight Expectations - The 2026 renewable energy power consumption responsibility weight is designated as an expected target, encouraging provinces to prepare accordingly [4] - The expected weights for 2026 show a general increase compared to 2025, indicating a trend towards greater renewable energy integration [4] Group 3: Provincial Breakdown of Responsibility Weights - Specific provincial weights for 2025 include: - Hunan: 50.5%, Guangdong: 31.6%, and Sichuan: 70.0% for total consumption responsibility [2] - Non-hydropower weights vary, with notable figures such as Hunan at 25.7% and Sichuan at 11.9% [2] - For 2026, expected weights show slight increases, with Hunan projected at 51.5% and Sichuan remaining at 70.0% [4]

Group 1 - The ninth OPEC International Seminar highlighted China's significant role in global renewable energy development, particularly in solar and wind energy, and its contributions to energy security and green transition in developing countries [1] - OPEC emphasized two major challenges in the global energy market: insufficient energy investment leading to future affordability issues and the persistence of energy poverty in many regions, advocating for a comprehensive strategy for energy transition [1] - The OPEC report projected that renewable energy generation capacity increased by nearly 600 gigawatts since the last report, largely due to China's record additions in solar and wind power [1] Group 2 - The CEO of Nigeria National Petroleum Corporation praised China's substantial progress in clean energy transition, especially in solar energy, and emphasized the importance of applying China's experience to meet energy security needs in other developing countries [2] - The CEO highlighted China's contributions to overseas clean energy projects, such as hydropower in the Democratic Republic of Congo and solar power plants in Indonesia and Nigeria, showcasing China's role in global energy transition [2] - The collaboration between Nigeria and China has been impressive, with Nigerian companies eager to strengthen ties with Chinese firms to learn more technologies and seize business opportunities [2] Group 3 - The founder and chairman of Saudi International Power and Water Company acknowledged China's critical role in renewable energy development, stating that without China, the current reality of clean energy would not exist [3] - China's advancements in photovoltaic, wind energy, and electrification have provided feasible pathways for the global energy system, achieving both technological breakthroughs and price accessibility [3]

印度尼西亚达南塔拉主权财富基金与日本国际协力银行签署谅解备忘录，后者将联合资助印尼可再生能 源及输电项目。 ...

新浪财经ESG评级中心提供包括资讯、报告、培训、咨询等在内的14项ESG服务，助力上市公司传播ESG理念，提升ESG可持续发展表现。点击 查看【 ESG评级中心服务手册】 文|新浪财经 蒋露瑶 2024年被确认为有记录以来最热的一年，进入2025年，高温热浪仍在席卷全球。在气候变暖加剧的背景下，全球气候目标的实现愈发充满挑战。在世界经济 论坛第十六届新领军者年会期间，新浪财经对话绿色创新发展研究院（iGDP）主任、联合创始人胡敏，围绕全球减排路径、中国能源转型、绿色技术及公 正转型等话题展开交流。 面对全球升温趋势，胡敏指出，若以控制全球变暖幅度不超过1.5℃为目标，当前国际社会普遍认为实现难度较高。虽然中国的减排政策相对稳定，但全球 范围内不少国家的政策存在不确定性，"比如美国的气候政策就经常受到政府更迭的影响"，这种不连续性会对全球气候行动带来不利影响。 不过，胡敏强调，虽然特朗普重回白宫调整能源政策后，美国出现煤电重启势头，但长期来看，可再生能源已经具备较强竞争力，市场因素仍在推动能源结 构调整。政党更迭影响更大的是，美国在全球气候治理中发挥的作用。 "应对全球气候变暖，仅仅讨论减排总量是不够的，更应关 ...

Core Viewpoint - The report from CITIC Securities indicates a significant increase in the responsibility weight for non-hydropower renewable energy consumption by 2025, which is expected to support approximately 460 billion kilowatt-hours of green electricity consumption this year [1] Group 1: Renewable Energy Consumption - The increase in responsibility weight for green electricity consumption is expected to provide strong support for green electricity consumption in the current year [1] - The growth in responsibility weight is notably uneven, particularly in the Sanbei region, where the increase may stagnate, potentially affecting the pricing settlement mechanism for electricity [1] - This stagnation could lead to a slowdown in local installed capacity growth and a return to rational investment in the industry [1] Group 2: High Energy Consumption Industries - Following the inclusion of electrolytic aluminum, industries such as steel, cement, and polysilicon are now subject to green electricity consumption ratio assessments, which may further ensure green electricity consumption and promote the development of the green electricity and green certificate market [1] Group 3: Coastal Areas and Carbon Reduction - The coastal areas are expected to benefit from significant incremental consumption space and an increasing demand for carbon reduction from users, which may lead to rapid development of the direct connection model for green electricity [1]

在他看来，目前全球的能源投资在行业分布、技术品种、国别分布方面均有失衡。 《报告》显示，在非洲大多数地区，货币贬值与利率高企正加剧能源融资压力。2025年，非洲能源投资 预计较2015年萎缩三分之一，清洁能源投资占比仅为2%。 基于此，国际能源署也呼吁调动更多国际资金投资发展中经济体的清洁能源项目。 日前，国际能源署《2025年世界能源投资》(下称《报告》)正式发布。该报告全面介绍了2024年全球能 源投资新情况，为追踪能源领域的资本流动提供了全球基准，并探讨了如何评估燃料和电力供应、关键 矿物质、能源效率、能源技术研发和能源融资等领域的风险与机遇。 报告显示，尽管全球面临地缘政治紧张局势加剧和经济前景不确定等不利因素，导致部分投资者对新能 源项目持观望态度，但现有项目支出并未受到明显影响。2025年，全球能源领域投资预计增至3.3万亿 美元，同比增长2%。其中，约2.2万亿美元将集中投向可再生能源、核能、电网和电气化等领域，石 油、天然气和煤炭等传统能源领域的投资将达到约1.1万亿美元。 在7月9日举办的《2025年世界能源投资》发布会上，财政部国际财金合作司国际金融组织二处一级调研 员徐利表示，能源安全至 ...

● 我国5年经济增量预计将超过35万亿元，每年对世界经济增长的贡献率保持在30%左右。 ● 前4年我国经济增速平均达到5.5%。我国这么大的体量和增量，能保持这样的增速，在经济发展史上 前所未有。 ● 2024年全社会研发经费投入规模比"十三五"末增长近50%，增量达到1.2万亿元。 ● 民营企业增加到5800多万户，比"十三五"末增长超40%。 ● 单位GDP能源消耗四年累计降低11.6%，相当于减少了11亿吨二氧化碳排放量，接近欧盟2024年碳排 放总量的50%。 ● 2021年至今年5月，外商累计对华直接投资4.7万亿元，超过了"十三五"期间总额。 ● 我国已构建起全球最大、发展最快的可再生能源体系，今年5月底可再生能源发电装机达到20.9亿千 瓦，比"十三五"末的9.34亿千瓦，翻了一番多，现在全国每3度电就有1度是绿电。 ● 2024年，全国新能源汽车保有量达到3140万辆，比"十三五"末的492万辆增长5倍多。 （均据新华社电） ● 能源自给率保持在80%以上，2024年油气总产量首次超过4亿吨油当量、发电量达10万亿千瓦时。 ● 每年城镇新增就业稳定在1200万人以上，在14亿多人口的发展中大国 ...

新能源财经国家和政策研究主管伊桑·辛德勒指出，政策逆转将对美国清洁能源产业造成深远影响。记 者艾米丽·伯恩鲍姆则分析了国会内部的政治博弈，解释了为何一些来自绿色能源大州的议员会支持这 项看似与其选区利益相悖的法案。这场政策转向不仅关乎能源产业格局，更折射出美国政治极化背景下 气候政策的不确定性。 智通财经APP获悉，特朗普签署的新法案大幅削减了风力发电和太阳能发电项目的税收优惠政策，这一 举措被视为美国清洁能源转型进程中的重大挫折。根据气候政策智库"能源创新"的预测，如果该政策持 续实施，未来15年内美国将减少约300吉瓦的风能和太阳能发电装机容量，这一数字相当于300座核反应 堆的发电能力。这意味着大量原本计划中的可再生能源项目可能被迫搁置或取消。 该法案的出台标志着对拜登政府《通胀削减法案》中清洁能源激励政策的全面逆转。此前，这些税收抵 免措施旨在降低清洁能源成本，帮助美国应对日益增长的电力需求，特别是在人工智能等能源密集型产 业快速发展的背景下。然而，新政策的实施不仅可能影响美国在全球清洁能源竞赛中的竞争力，还可能 导致国内电价上涨，进而影响消费者和企业利益。 尽管化石燃料行业和部分共和党议员支持这一政 ...

Group 1 - Portuguese products, especially wine and olive oil, are increasingly favored by Chinese consumers, with growing attention year by year [1][2] - The China International Import Expo (CIIE) has proven beneficial for Portuguese companies, facilitating transactions and establishing new relationships [2][5] - The participation of Portuguese companies in CIIE has increased, with many companies expressing high enthusiasm for the event [3][5] Group 2 - The CIIE provides an opportunity for Portuguese companies to understand the Chinese market and consumer trends, making it a strategic first step for market entry [6][10] - Portuguese companies have successfully established business connections and initial cooperation intentions with Chinese e-commerce platforms like Tmall International [5][8] - The event has significantly enhanced the visibility of Portuguese brands in China, with many companies reporting substantial sales growth after participating [8][10] Group 3 - There is a strong desire among Portuguese companies to expand cooperation beyond the food industry, particularly in technology innovation and renewable energy [10][11] - The collaboration potential between China and Portugal in emerging industries such as blue economy and electric vehicles is highlighted, with both countries emphasizing technological innovation and green development [10][11] - The eighth CIIE is expected to attract more Portuguese enterprises, showcasing their products and exploring new market opportunities in China [11]