在"十五五"规划下，中国料将聚焦于高科技创新行业如人工智能、先进制造及可再生能源。该行因此看 好中资科技股，尤其是人工智能相关股份如半导体，亦偏好先进制造、机器人及医疗护理股。 宏利投资管理亚洲区股票投资部主管蔡尚琴表示，中国经济运行平稳，亚洲股市可受惠美元转弱。她提 到，中国有越来越多高价值出口，包括工业设备、新能源车。 宏利投资管理给予内地和香港股票"中性"评级，宏利投资管理亚洲区资产配置主管潘乐勤(Luke Browne)指该行偏好中资股，虽预期中资股不会出现爆炸性回报，但认为中资股具有投资机会。 宏利投资管理高级环球宏观策略师兼环球宏观策略高级总监邵宇婷预期，美国今年将减息3次，第一次 会在5月份美联储主席换届前，余下两次料将于下半年发生。她又提醒，现任主席鲍威尔有机会在主席 任期结束后留任委员一职，有机会导致美联储币策立场较该行预期更鹰派。 ...

陈茂波在会面上表示，阿曼正朝更多元化的经济结构转型，积极推动绿色转型和可再生能源，并进一步 强化与中国的经贸与投资。香港作为"超级联系人"，可协助内地企业联同香港企业"出海"，到阿曼当地 投资，支持其基建和产业发展。 陈茂波称，作为亚洲的国际金融中心，香港不仅可为阿曼企业提供理想的筹融资平台，以及离岸人民币 的投资和风险管理产品，同时亦可通过两地资本市场的联通，在金融市场上相互促进。他欢迎两地证券 交易所和监管机构探讨互惠合作，让企业双重上市或到对方市场作第二上市。(完) 中新网香港1月20日电 当地时间1月19日，香港特区政府财政司司长陈茂波抵达瑞士达沃斯，展开在世 界经济论坛年会的行程。当天下午，陈茂波与阿曼苏丹国(简称"阿曼")经济部部长H.E. Said Mohammed Al-Saqri会面，双方讨论如何推动两地深化在金融、贸易、绿色转型、产业发展等领域的互利合作。 图为香港特区政府财政司司长陈茂波(右)与阿曼苏丹国经济部部长H.E. Said Mohammed Al-Saqri(左)会 面。 (香港特区政府新闻处 供图) ...

Core Insights - The necessity for technology companies driving artificial intelligence to engage in the production of additional electricity has been emphasized, with the U.S. government and several state governors calling for these companies to build more power generation facilities [1][9] - Google's acquisition of Intersect for $4.75 billion is significant as it aligns with the need for self-sustaining energy solutions for data centers, which Google acknowledges as essential for market competitiveness [1][9] Group 1: Intersect's Business Model and Strategic Advantages - Intersect has explored substantial land resources over the past decade, suitable for clean energy projects and accommodating industrial users like data centers, holding an estimated 8 to 10 gigawatts of in-construction project capacity [2][13] - The company has prioritized procurement rights for critical products in the energy supply chain, such as transformers and solar panels, which have long delivery times, enhancing its operational efficiency [1][2] - Intersect's operational model focuses on large-scale projects rather than numerous small ones, maintaining ownership of energy assets to secure higher premiums from industrial users [5][16] Group 2: Project Developments and Energy Solutions - Intersect has secured a grid connection capacity of 1 gigawatt in Texas, allowing for both purchasing and selling electricity, which is crucial for the viability of renewable energy projects [4][15] - The company initially planned to use renewable energy for green hydrogen production but shifted focus to developing data center projects, indicating adaptability in its strategy [4][15] - The operational strategy includes utilizing a combination of solar, wind, and battery storage, supplemented by on-site natural gas for peak power generation, which is seen as a cost-effective and clean solution for meeting AI energy demands [6][18] Group 3: Market Context and Competitive Landscape - The construction costs for renewable energy projects in resource-rich areas are currently lower than fossil fuels, with shorter construction timelines, making them attractive for investment [6][18] - Texas is highlighted as a unique market with a deregulated independent grid, facilitating easier project development compared to regions with strict regulatory frameworks [7][18] - Intersect's competitive edge is further supported by its experienced team, priority in procurement, and existing regulatory approvals, making it a valuable asset for Google [6][17]

Core Insights - Kazakhstan is undergoing a significant energy transformation, reducing reliance on traditional coal power and focusing on renewable energy as part of its commitment to sustainable development [1][2] - The POWEREXPO ALMATY exhibition serves as a key platform for innovation, knowledge sharing, and collaboration in the energy sector [1][7] Kazakhstan's Energy Transition: Goals and Progress - Kazakhstan's renewable energy capacity has increased over 17 times in the past decade, reaching 3,082 megawatts, with renewable energy generation's share in total electricity rising from approximately 3% in 2020 to 6.43% in 2024 [1][2] - The government plans to commission over 50 renewable energy facilities by 2026 and aims for renewable energy to account for 15% of total capacity by 2030, with a total installed capacity target of 10 gigawatts [2] China-Kazakhstan Energy Cooperation: From Investment to Technological Collaboration - China has become a crucial partner in Kazakhstan's energy transition, moving beyond trade to co-develop a technology-intensive industrial ecosystem [4] - As of 2025, 30 renewable energy projects involving Chinese enterprises are underway in Kazakhstan, with a total capacity of 1,700 megawatts [4] POWEREXPO ALMATY Exhibition Value - The POWEREXPO ALMATY 2026 exhibition is positioned at the intersection of profound regional energy transformation and deepening international cooperation, serving as a strategic observation and networking platform for industry professionals [7][8] - The exhibition reflects the market demand generated by Kazakhstan's renewable energy goals, covering the entire industry chain from large-scale generation to smart grids and industrial energy efficiency [8]

证券日报网讯1月19日，绿发电力（000537）在互动平台回答投资者提问时表示，截至2025年末，公司 全年已累计收回可再生能源补贴资金22.82亿元。 ...

Group 1 - The core viewpoint of the article highlights that the UAE's renewable energy installed capacity has exceeded 7.7 GW and is expected to surpass 23 GW by 2031 [1] - Cumulative investments in clean energy have exceeded 190 billion dirhams, positioning it as a significant driver for low-carbon economic growth [1]

Core Viewpoint - China is increasingly playing a critical role as a driver in the global green transition, with exports of electric vehicles, photovoltaics, and lithium batteries surging 3.5 times over the past five years, approaching 1.3 trillion yuan [1] Group 1: Export Growth and Industry Transformation - The export of lithium batteries and wind turbine generators is projected to grow by 26.2% and 48.7% respectively in 2025, reflecting a deep transformation in China's manufacturing base and its commitment to sharing advanced technology in renewable energy [1][2] - China's efforts have led to an over 80% reduction in global photovoltaic generation costs over the past decade, with similar trends observed in wind energy, driven by scale, technological innovation, and service optimization [2] Group 2: Wind Power Expansion and Localization - The export of wind turbine units from China has seen a continuous high growth trend, with a 60.2% increase in 2023 and a projected 71.9% increase in 2024, demonstrating the effectiveness of ongoing technological innovation and localized services [2] - Goldwind Technology has transitioned from a "nomadic model" chasing orders to a "deep cultivation model" rooted in local markets, enhancing energy autonomy in project countries and gaining international trust for Chinese technology [2] Group 3: International Projects and Collaboration - Envision Energy secured 15.2 gigawatts of wind turbine orders in international markets in 2025, showcasing China's green technology empowering global needs [3] - Projects like the 600 MW wind power project in Laos and the 500 MW project in Egypt exemplify China's commitment to responsible development and the successful application of advanced wind turbine technology in challenging environments [4] Group 4: Global Infrastructure and Shared Development - The global projects are not isolated but serve as links for building green infrastructure and sharing development outcomes, highlighting the essence of China's green energy industry's international expansion as a cooperative endeavor [5] - The relationship between China and the world is evolving from a traditional "factory-market" model to a "development community" characterized by deep integration of innovation and green supply chains, providing certainty and growth in a volatile global landscape [5]

Group 1 - The core viewpoint is that China's transition from high-speed growth to high-quality development injects stability and momentum into the global economy amid increasing geopolitical conflicts and economic fragmentation [1] - The shift towards high-quality development is strategically significant for China, aiming for more sustainable and resilient growth, with a strong focus on innovation, productivity, and long-term stability [1] - China has become a major contributor to global renewable energy capacity, attracting $818 billion in clean energy investments in 2024, a 20% increase from the previous year [1] Group 2 - China is recognized for its investments in advanced manufacturing and green technologies, with nearly 40% of the world's "lighthouse factories" identified by the World Economic Forum located in China, showcasing its leadership in applying Fourth Industrial Revolution technologies [2] - As the world's largest manufacturing nation, China's development has global implications, particularly in addressing climate change and supply chain instability through its green technology and advanced manufacturing advantages [2] - The importance of utilizing multilateral mechanisms to promote healthy competition and mutually beneficial cooperation is emphasized, especially in the context of rising trade protectionism [2] Group 3 - The World Economic Forum's 2026 annual meeting will be held in Davos, Switzerland, focusing on the theme of "the spirit of dialogue," highlighting that dialogue is essential for building trust, which is the foundation for global economic growth and stability [3]

Group 1 - In 2025, China's total electricity consumption is projected to exceed 10 trillion kilowatt-hours for the first time, reaching 10.4 trillion kilowatt-hours, marking a 5% year-on-year increase, which is unprecedented for a single country globally [1][2] - The growth in electricity consumption reflects the active state of economic activities, with significant contributions from high-tech industries, digital economy, and green energy sectors, indicating a profound transformation in the structure of electricity consumption [2][3] - The electricity consumption in the manufacturing sector continues to rise, demonstrating the resilience and expansion of China's manufacturing capabilities, while the electricity demand from computing centers is expected to outpace overall electricity consumption growth [3] Group 2 - By the end of October 2025, China's renewable energy capacity is expected to reach 2.22 billion kilowatts, accounting for 59.2% of the total power generation capacity, with hydropower, wind, and solar power leading globally [4] - The increasing electricity consumption is supported by the rapid growth of high-tech and equipment manufacturing, as well as the deepening of green development concepts, showcasing China's commitment to economic transformation and sustainable growth [4]

Core Viewpoint - The signing of an $18 billion agreement marks the launch of one of the world's largest integrated clean energy projects in Egypt, involving a 1.7GW solar power plant and a 4GWh energy storage system [2][3]. Group 1: Project Overview - The Energy Valley project in Egypt's Minya province will feature a solar power plant and energy storage system, making it the first solar + storage project in the region capable of providing stable power around the clock [3]. - Scatec, a Norwegian renewable energy developer, is responsible for the project's development, while Sungrow will supply the energy storage systems [3]. - The project will include new substations and dedicated transmission lines to ensure a stable supply of clean electricity to the Wadi El-Sereiriya industrial area [3]. Group 2: Manufacturing and Local Impact - Sungrow plans to build a 50,000 square meter battery storage system manufacturing facility in the Suez Canal Economic Zone, which will serve as a manufacturing base for the Middle East and Africa [4]. - The factory is expected to create approximately 150 direct jobs and aims to start production by April 2027, with an annual capacity of 10GWh [4]. - The Egyptian Prime Minister emphasized that localizing renewable energy manufacturing will enhance energy security and support the green transition in Egypt [4]. Group 3: Financing and Economic Implications - The project has received strong support from multilateral development financial institutions, with preliminary financing agreements signed with the European Investment Bank, the European Bank for Reconstruction and Development, and the African Development Bank [5]. - The establishment of the factory in Egypt represents a strategic foothold for Chinese companies in the Middle East and Africa, allowing for localized production and reduced transportation costs [5]. Group 4: Strategic Importance for Egypt - The project is expected to significantly increase Egypt's clean energy share and enhance energy security while attracting more companies in the renewable energy supply chain [6]. - The Egyptian government views these initiatives as critical steps in the country's energy transition, anticipating an influx of international capital and technology into the renewable energy sector [7].