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]

Core Viewpoint - The recently passed "Big Beautiful" bill is significantly transforming the American business landscape, redefining the winners and losers among various industries [1] Private Equity and Fossil Fuels - The private equity industry, valued at $13 trillion, is one of the biggest beneficiaries of the bill, retaining the "carried interest" tax loophole [2][3] - This loophole allows traders to pay performance profit taxes at a lower long-term capital gains tax rate, saving the industry billions annually [3] - The bill also extends fixed debt interest tax deductions and depreciation benefits, lowering tax rates for many private equity-backed companies [4] Retail Industry - The bill reduces federal food assistance, with the Supplemental Nutrition Assistance Program (SNAP) expected to see a $9 billion cut next year, impacting grocery spending [5][6] - Companies like Conagra, Kellogg, and Kraft Heinz may face sales pressure due to their reliance on SNAP user spending [6] - The bill eliminates tariff exemptions for imported goods valued under $800, benefiting brick-and-mortar retailers while pressuring small businesses [6] Healthcare Industry - The healthcare sector avoided severe cuts, with Medicaid funding reductions being less than anticipated [7][8] - For-profit hospital chains like Tenet Healthcare and HCA Healthcare saw stock price increases, although predictions indicate that 11.8 million Americans may lose health insurance by 2034 [8] - Smaller hospitals, heavily reliant on Medicaid, may struggle more than larger institutions [9] Energy Sector - The energy industry is experiencing a split impact, with coal unexpectedly benefiting from tax credits for metallurgical coal production [10] - Zero-carbon energy sources like geothermal and nuclear retain substantial tax credits, while many solar and wind projects will lose investment and production tax credits [10] - The cancellation of electric vehicle tax incentives may lead to contractor bankruptcies, as the total credits for 2023 amount to $8.4 billion [10] Technology Sector - The technology sector, particularly companies like Tesla, faces significant challenges due to the loss of electric vehicle tax incentives and new AI regulations [11] - Private aerospace companies like SpaceX and Blue Origin benefit from provisions allowing municipal bond financing for spaceports [11] Defense Industry - The defense sector is a major winner, with an additional $150 billion in budget increases, pushing total defense spending towards $1 trillion [12][13] - Traditional defense contractors like Lockheed Martin and emerging tech firms like Anduril and Palantir are expected to benefit from increased funding for missile defense and naval capabilities [13] Higher Education - The bill imposes an 8% tax on investment income for wealthy universities, affecting only 16 institutions, with Harvard expected to lose $267 million annually [14] - Cuts to student loans and support may indirectly raise university costs, straining state funding for public universities [14]

7月9日，国新办举行"高质量完成'十四五'规划"系列主题新闻发布会。首场发布会由国家发展改革委相 关负责人介绍"十四五"时期经济社会发展成就。 会上，国家发展改革委主任郑栅洁介绍，年前制定的规划纲要设定的主要指标中，经济增长、全员劳动 生产率、全社会研发经费投入等指标进展符合预期；常住人口城镇化5率，人均预期寿命，粮食、能源 综合生产能力等8项指标进展超预期；规划确定的战略任务全面落地，部署的102项重大工程稳步顺利推 进。总的来看，经济社会发展取得了新的开创性进展、突破性变革、历史性成就。 "十四五"期间取得了哪些成绩？哪些数据和你的生活息息相关？新京报帮你划重点。 图片来源：国新办官网 【经济发展】 我国"十四五"期间经济增量预计将超过35万亿元 国家发展改革委主任郑栅洁表示，我国5年经济增量预计将超过35万亿元，相当于广东、江苏、山东也 就是排名前3经济大省2024年的总量，超过长三角地区的总量，也超过世界排名第3国家的总量，每年对 世界经济增长的贡献率保持在30%左右。"十四五"的前4年我国经济增速平均达到5.5%。 郑栅洁表示，"我国这么大的体量和增量，又经受了世纪疫情、贸易霸凌等冲击，在这么大的基 ...

2025.07. 09 本文字数：1053，阅读时长大约2分钟 作者 | 第一财经 胡弋杰 BMO私人财富首席市场策略师卡罗尔·施莱夫（Carol Schleif）表示："市场像是在屏住呼吸，等待 更多有关关税的细节。"她指出，尽管政策信号频繁扰动，但主要指数仍接近历史高位，反映出投资 者短期内仍维持结构性持仓。 科技股走势分化。 英伟达上涨1.11%，收于每股160美元，再创历史新高，公司市值突破3.9万亿美 元。 奈飞、亚马逊、谷歌则分别下跌逾1%。特斯拉上涨1.3%。 热门中概股多数上涨，纳斯达克中国金龙指数收涨0.71%，爱奇艺涨超3%，京东、新东方涨超 2%，阿里巴巴涨1.62%。 个股方面，疫苗制造商莫德纳大涨8.8%，成为标普500指数中表现最强的成分股。此前有医疗组织 指控美国卫生与公共服务部的新冠疫苗政策存在公共健康风险。 可再生能源板块走弱。特朗普周一指示联邦机构审查"大而美法案"中涉及风能和太阳能税收抵免的 条 款 ， 相 关 股 票 承 压 。 SunRun 下 跌 11.4% ， Enphase Energy 下 跌 3.6% ， SolarEdge Technologies下跌1% ...

Group 1 - The core viewpoint of the article highlights the global launch of Jiangsu Tianpeng Power's 350Wh/Kg solid-state cylindrical battery, which is primarily aimed at applications in fields such as embodied robots, low-altitude aircraft, and e-Bikes [1][4]. - The newly released solid-state 60HES battery cell utilizes revolutionary materials and structural designs, featuring a high nickel ternary material (NCMA Ni93) for the positive electrode and a low-expansion silicon-carbon negative electrode (SiC), enabling higher capacity and energy density [2]. - The 21700-60HES cell has a nominal capacity of 6100mAh, supports 1C/3C charge and discharge capabilities, achieves an energy density of 350Wh/Kg, and has a cycle life of over 800 at room temperature, with stable operation in a temperature range of -10℃ to 65℃ [3]. Group 2 - The battery has completed safety verification with leading international clients, receiving high recognition for its performance, and mass production validation is currently underway, expected to be fully completed by the end of this year, transitioning from pilot production to the global market [4]. - Tianpeng Power is also developing the next generation of solid-state batteries, aiming for mass production of batteries with an energy density exceeding 500Wh/kg by 2027, utilizing a composite solid electrolyte compatible with cylindrical cells (sulfide + polymer) [5]. - Tianpeng Power, a wholly-owned subsidiary of Weilan Lithium, focuses on the research, production, and sales of cylindrical batteries, forming a lithium battery technology and product system that includes NCM, NCA, and LFP technologies [6]. Group 3 - Tianpeng Power has four major production bases, with three located in Jiangsu Province and one in Selangor, Malaysia, which plans to invest $280 million to achieve an annual production capacity of 10GWh of cylindrical lithium batteries [6]. - The Malaysian base officially opened on April 29 this year, with an initial total capacity of approximately 400 million cells per year, and stable supply of 18650 and 21700 cell types has been achieved, with plans to produce high-end models such as 5.8Ah and 6.5Ah in the future [6].

Group 1 - China's national grid plans to add an unprecedented 500 gigawatts of renewable energy capacity this year, coinciding with the rapid development of artificial intelligence technology, which is driving electricity consumption higher [3][4] - The plan includes a record addition of 140 gigawatts from wind power, representing a 77% increase compared to last year, equivalent to the capacity of the Three Gorges Project [5] - Solar power installations are expected to reach 380 gigawatts this year, marking a significant 35.5% increase from the previous year, showcasing China's commitment to optimizing its energy structure [6] Group 2 - The rapid development of AI technology has significantly altered global energy consumption patterns, particularly in the innovative Chinese market, leading to exponential growth in electricity consumption for data centers [7] - Upgrading existing energy infrastructure is essential to meet the rigid electricity demands of the AI industry, with a focus on increasing the share of renewable energy [9] - China's strong positioning in renewable energy development serves multiple strategic considerations, including economic growth, ecological civilization, and geopolitical dynamics, ensuring long-term energy stability and independence [10]

Core Viewpoint - The National Development and Reform Commission, Ministry of Industry and Information Technology, and National Energy Administration have issued a notice to promote the construction of zero-carbon parks, aiming to support regions in achieving carbon peak and carbon neutrality goals through various measures and funding channels [1][2]. Group 1: Key Tasks - Accelerate the transformation of energy structure in parks by enhancing the development and utilization of renewable energy and promoting green electricity supply models [2][3]. - Promote energy conservation and carbon reduction in parks by establishing energy and carbon emission management systems and encouraging enterprises to adopt advanced energy-efficient practices [3][4]. - Optimize the industrial structure of parks by developing low-energy, low-pollution, and high-value-added industries, and exploring green manufacturing models [3][4]. - Enhance resource conservation and intensive use in parks by improving spatial planning and promoting recycling networks for industrial waste [3][4]. - Upgrade park infrastructure by optimizing planning and construction of energy supply systems and promoting low-carbon transportation [3][4]. Group 2: Support Measures - The National Development and Reform Commission will utilize existing funding channels to support zero-carbon park construction, encouraging local governments and policy banks to provide financial backing [6][7]. - Support for enterprises to issue bonds for zero-carbon park construction and the introduction of external talent and technology for energy-saving and carbon reduction efforts [6][7]. - Explore a "single-window" approval system for multi-energy complementary projects within zero-carbon parks [6][7]. Group 3: Implementation Organization - The National Development and Reform Commission will coordinate the construction of zero-carbon parks and support pilot projects and funding arrangements [7][8]. - Local development and reform commissions will recommend qualified parks for national-level zero-carbon park construction based on various factors such as energy endowment and carbon reduction potential [8]. - A thorough evaluation process will be established for the construction of national-level zero-carbon parks, with successful parks receiving formal recognition [8].