项目主要建设内容包括光伏发电场区、储能成套设备、35kV集电线路、220kV升压站及配套外送线路等。建成投 产后，预计每年可向国家电网输送绿色电能约4亿千瓦时，每年节约标准煤约14.11万吨，减少二氧化碳排放约 36.69万吨，该项目投产将在临川区能源结构调整、电力安全保障、环境保护与节能减排等方面发挥重要作用。 (中国发展网) 11月30日，由江西省抚州市临川区碧天新能源科技有限公司与抚州市临川区页电新能源科技有限公司共同投资建 设的页电252兆瓦、碧天120兆瓦光伏发电项目，目前已进入安装关键阶段。该项目位于江西省抚州市临川区荣山 镇上游水库库汊及周边，总装机容量达372兆瓦。自2024年1月开工以来，各参建单位积极克服场地分散、交通不 便等困难，精心策划、倒排工期、细化节点，科学安排工序穿插，实现了各施工作业面高效交叉与紧凑有序推 进。 ...

2025 年 12 月 08 日 工业硅：关注新疆环保事件发酵 多晶硅：反内卷核心标的，低买思路为主 张 航 投资咨询从业资格号：Z0018008 zhanghang2@gtht.com 【基本面跟踪】 工业硅、多晶硅基本面数据 | | | 指标名称 | T | T-1 | T-5 | T-22 | | --- | --- | --- | --- | --- | --- | --- | | | | Si2601收盘价（元/吨） | 8,805 | -105 | -325 | -215 | | | | Si2601成交量（手） | 170,669 | 18,497 | -27,222 | -105,527 | | | | Si2601持仓量（手） | 196,943 | 3,924 | -14,856 | -35,906 | | 工业硅、多晶硅期货市场 | | PS2601收盘价（元/吨） | 55,510 | -1,405 | -915 | - | | | | PS2601成交量（手） | 159,380 | -16,196 | -21,883 | - | | | | PS2601持仓量（手） | 97,99 ...

重点降碳路径全面落地见效。中国深入实施节能降碳增效行动、循环经济助力降碳行动、碳汇能力巩固 提升行动，取得积极成效。"十四五"前四年我国单位国内生产总值能耗累计下降11.6%。2024年，废钢 铁、废有色金属、废纸、废橡胶、废玻璃等主要再生资源年利用量超4亿吨。 支撑保障体系不断夯实。中国持续加强碳排放统计核算、标准计量等基础能力建设，提升科技创新能 力，完善经济支持政策，健全市场化机制，工作支撑保障逐步加强。截至2024年底，我国本外币绿色贷 款余额36.6万亿元，投向具有碳减排效益的贷款占比接近七成。 中国是全球气候治理的坚定行动派、重要贡献者。展望"十五五"，随着我国绿色生产力快速发展、新旧 动能转换升级、城镇化发展质量提升、科技创新厚积薄发，绿色转型步伐将进一步加快。如期实现碳达 峰，将扭转化石能源等资源消耗和污染物排放刚性增长的趋势，有力推动生态环境质量持续改善，厚植 高质量发展的绿色底色。 非化石能源消费比重由2020年的16.0%增至2024年的19.8%；2025年1月至9月，新能源乘用车国内市场 渗透率达到52.2%；"十四五"前四年我国单位国内生产总值能耗累计下降11.6%……作出碳达峰碳 ...

12月3日，在塔克拉玛干沙漠西北边缘的巴楚县三岔口新能源产业基地内，连片的蓝色光伏板下，试验 田里的油莎豆、冬小麦、油菜长势旺盛。曾经荒芜、寸草不生的盐碱荒漠，如今成为充满生机的"绿色 田园"。这一喜人转变，是巴楚县粤水电能源有限公司联合浙江大学，共同推进的光伏发电与盐碱水淡 化水土协同改良项目的成果，该项目以"绿电淡化 + 荒漠种植"的创新模式，为巴楚县的生态治理与乡村 振兴注入强大动力。 作为项目的重要配套设施，基地对光伏变压器进行改造，为盐碱水淡化设备提供稳定的绿色电力支持。 光伏板不仅是高效的"发电站"，还成为作物的"天然保护伞"。它能有效降低地表风速，减少35%以上的 水分蒸发，逐步改善局部微气候。试验田配备的智能滴灌系统，可将淡化水精准输送至每一株作物根 部，既保证了水分供应，又加速了土壤脱盐改良。 新疆巴楚粤水电光伏发电盐碱水淡化水土协同改良种植项目经理邹新说："这套设备是浙江大学研发的 淡化水净化设备。它能把巴楚盐碱度极高的盐碱水，淡化成可供食用、灌溉农田的水。其核心在于里面 的膜，通过这层膜，将高浓度盐碱水淡化后，用于灌溉冬小麦、油莎豆和油菜。" 新疆巴楚粤水电光伏发电盐碱水淡化水土协同改良 ...

Core Viewpoint - The article highlights the implementation of a distributed photovoltaic power generation project by Shandong Steel Group Yongfeng in Linyi City, Shandong Province, showcasing the utilization of rooftop space for renewable energy generation [1] Group 1: Project Details - The photovoltaic project has a capacity of 26.44 megawatts [1] - The project is expected to operate for a duration of 25 years [1] - By 2025, the total expected electricity generation is approximately 30 million kilowatt-hours [1]

Group 1 - Jianbang Co., Ltd. plans to repurchase shares using self-owned funds between 15 million and 30 million yuan, with a maximum price of 38 yuan per share [1] - Yatong Precision Engineering's investment in a private equity fund has been terminated due to failure to complete the agreed investment, leading to the fund's dissolution [1] - China Storage Co., Ltd. intends to invest 1.129 billion yuan in the Sanjiang Port project, with its wholly-owned subsidiary contributing 500 million yuan to establish a project company [2] Group 2 - Guangxin Co., Ltd. plans to inject assets worth 4.383 billion yuan into its wholly-owned subsidiary, increasing its registered capital from 10 million to 20 million yuan [3] - Jiangxin Home plans to use up to 3 billion yuan of idle self-owned funds for cash management in low-risk financial products [4] - Huangshan Tourism intends to lease part of the Huangshan scenic area for 1.27 billion yuan over a 10-year period [5] Group 3 - Jilin Expressway's general manager has resigned due to work adjustments [6] - Guoyao Modern's subsidiary has received a drug registration certificate for hydromorphone hydrochloride injection, suitable for pain management [8] - Hangya Technology plans to invest up to 70 million USD to establish subsidiaries in Singapore and Malaysia [10] Group 4 - ST Sailong's subsidiary has received approval for the listing of two chemical raw materials [11] - Shanghai Pharmaceuticals' tramadol hydrochloride injection has passed the consistency evaluation for generic drugs [12] - Yubang Electric has obtained a laboratory accreditation certificate from CNAS, indicating its testing capabilities [14] Group 5 - ST Lifang's stock will be subject to delisting risk warning starting December 1 due to administrative penalties [15] - Zhejiang Longsheng is investing 200 million yuan in a private equity partnership focused on high-potential enterprises [15] - Huayang Co., Ltd.'s subsidiary has obtained safety production permits, allowing it to commence production [16] Group 6 - Xujie Electric has won a bid for a State Grid project worth 1.518 billion yuan [17] - Pinggao Electric and its subsidiaries have collectively won a State Grid project worth approximately 773 million yuan [17] - ST Lanhua's subsidiary has entered the trial production phase for a juice beverage project with a total investment of up to 65 million yuan [18] Group 7 - Huakong Saige has terminated its stock issuance plan due to various considerations [19] - Yatong Co., Ltd. plans to invest 36 million yuan to establish a joint venture in renewable energy [20] - Warner Pharmaceuticals has received a drug registration certificate for a new inhalation solution for COPD patients [21] Group 8 - Demais has raised the upper limit for its share repurchase price to 45 yuan per share [22] - China West Electric's subsidiaries have collectively won a State Grid procurement project worth approximately 2.98 billion yuan [22] - Changan Automobile's joint venture has submitted a listing application to the Hong Kong Stock Exchange [23] Group 9 - Yinlun Co., Ltd. plans to invest approximately 133 million yuan to acquire a controlling stake in Shenzhen Deep Blue Electronics [24] - Zhongfu Information intends to increase its wholly-owned subsidiary's capital by 380 million yuan [24] - Financial Street's major shareholder has reduced its stake by 0.25% [25] Group 10 - Audiwei has formally submitted an application for H-share listing [26] - Zhongcai Technology's private placement application has been accepted by the Shenzhen Stock Exchange [27] - Haowei Group's subsidiary plans to invest 200 million yuan in a private equity fund focused on semiconductor investments [28] Group 11 - Jinkai New Energy is planning to transfer 51% of its subsidiary's equity to introduce strategic investors [31] - Huafeng Technology has reduced its fundraising target for a private placement to no more than 972 million yuan [32] - Mindray Medical's chairman plans to increase his stake in the company by 200 million yuan [33] Group 12 - Zhongman Petroleum's shareholders plan to reduce their holdings by up to 3% [35] - Innovation New Materials' shareholder intends to reduce their stake by up to 1% [37] - Guangdong Construction has signed a framework agreement to establish a quality testing base in Linzhi Economic Development Zone [39]

Core Insights - Hebei Province has the highest number of new energy heavy trucks in China, exceeding 42,000 units, with a clean transportation ratio of over 90% in key industries since the start of the 14th Five-Year Plan [1][2] Environmental Improvements - The average PM2.5 concentration in Hebei is projected to be 37.7 micrograms per cubic meter in 2024, a decrease of 18.6% compared to the end of the 13th Five-Year Plan [1] - The proportion of good quality surface water at national control sections in Hebei is expected to reach over 80% in 2024, an increase of more than 13.8 percentage points from the end of the 13th Five-Year Plan [1] - The excellent water quality ratio in coastal waters is at 99.2%, ranking second in the country [1] Soil and Waste Management - Hebei has achieved 100% coverage in soil pollution remediation and risk control measures for construction land and contaminated farmland [2] - The province is actively promoting "waste-free city" initiatives, with various local campaigns such as "waste-free month" in Xiong'an New Area and "waste-free marathon" in Hengshui [2]

据了解，该项目招标人为塔城上电电力有限公司，划分为7个标段，各标段的招标范围包括但不限于光伏发电项目(含 设备材料的采购、安装施工及本标段的集电线路施工)，不含升压站、储能站、外送线路。 数字新能源DataBM.com获悉，11月26日，新疆塔城上电电力托里县160万千瓦光伏发电项目(三标段-七标段)中标结果 公示。 此前10月14日公告称，陕西华山路桥集团有限公司以9.38亿中标二标段。 一标段则于11月21日发布流标公告，流标原因是四川省升辉建筑安装工程有限公司投标报价超最高限价，通过初步评 审的投标商不足三家。 值得注意的是，11月25日，项目一标段又重新发布了招标公告。与此前相比，本次招标规模从50万千瓦调整为建设30 万千瓦的集中式光伏电站，招标范围含塔城上电电力托里县30万千瓦光伏发电项目(含设备)，围栏工程、道路工程。 公告显示，项目标段三由中国核工业中原建设有限公司以3.3亿元中标；标段四由中建港航局集团有限公司以4.4亿元 中标；标段五由中铁二十四局集团浙江工程有限公司以4.4亿元中标；标段六由中建五局土木工程有限公司以4.4亿元 中标；标段七由中交(天津)技术检测有限公司以3.3亿元中标。 ...

时值2025年末，全球能源转型浪潮奔涌不息。近日，一则来自北京的签约消息，再次彰显了中国基建力 量在全球绿色能源领域的卓越影响力。中国电力建设集团（简称"中国电建"）所属的骨干企业山东电建 三公司，与全球能源巨头法国ENGIE集团正式签署合作协议。 双方将携手建设阿联酋阿布扎比的哈兹纳150万千瓦光伏发电项目。这一项目的落地，不仅是中国高端 制造与工程实力出海的又一力证，也为阿联酋的能源结构多元化注入了强劲动力。 此次合作的双方均是各自领域的佼佼者。中国电建作为全球清洁低碳能源建设的引领者，业务遍及全 球，在电力能源项目的设计、施工与管理方面积累了雄厚经验。其子公司山东电建三公司更是深耕国际 市场多年，以卓越的工程质量和项目执行力闻名。 此外，项目还将配备高效的平单轴跟踪支架、集中式逆变器和箱式变电站等先进设施。这些技术的综合 运用，将确保电站能够长期稳定地输出清洁电力。 项目建成后，预计每年可满足约16万户当地家庭的用电需求，同时每年减少超过240万吨的二氧化碳排 放。这将极大丰富阿联酋的电网供电结构，为当地工业和民用发展提供坚实保障。 03 战略契合：深度融入阿联酋"2050愿景" 哈兹纳光伏项目的建设， ...

Core Viewpoint - The stock of Chip Energy Technology has shown fluctuations with a recent increase of 2.08%, reflecting a total market value of 4.655 billion yuan and a year-to-date price increase of 5.68% [1][2]. Group 1: Financial Performance - For the period from January to September 2025, Chip Energy Technology achieved a revenue of 586 million yuan, representing a year-on-year growth of 3.60% [2]. - The net profit attributable to the parent company for the same period was 186 million yuan, with a slight increase of 0.07% year-on-year [2]. - Cumulatively, the company has distributed a total of 345 million yuan in dividends since its A-share listing, with 235 million yuan distributed over the past three years [3]. Group 2: Shareholder and Market Activity - As of September 30, 2025, the number of shareholders for Chip Energy Technology was 41,500, a decrease of 6.51% from the previous period [2]. - The average number of circulating shares per shareholder increased by 6.96% to 12,034 shares [2]. - The top ten circulating shareholders include Hong Kong Central Clearing Limited, which is a new shareholder holding 6.8021 million shares [3]. Group 3: Business Overview - Chip Energy Technology, established on July 9, 2008, and listed on July 9, 2018, primarily focuses on distributed photovoltaic power station investment and operation, project development, and related services [1]. - The revenue composition of the company indicates that 87.79% comes from electricity generation of distributed photovoltaic power stations, while project-related services contribute 6.43%, and product sales account for 4.99% [1]. - The company operates within the public utility sector, specifically in the photovoltaic power generation industry, and is associated with concepts such as virtual power plants and solar energy [1].