新华社日内瓦7月5日电 专访｜中国有力助推全球能源转型——访世界经济论坛专家尼古拉斯·瓦格纳 "中国在推动全球能源转型方面的表现既令人印象深刻又至关重要。"瓦格纳说。他补充道，这表明在保 持强劲经济增长的同时，实现大规模能源转型是可行的。 世界经济论坛报告指出，尽管全球在推动安全、公平和可持续性的能源系统方面进展加速，但发展势头 仍面临包括资金和地缘政治在内的诸多挑战，造成全球低碳能源系统投资增速放缓。发达经济体和新兴 经济体之间融资条件的差距，是今年能源转型指数反映的最关键挑战之一。 瓦格纳表示，得益于强大的创新生态系统，中国在全球清洁能源投资领域的领先地位进一步加强。他援 引报告数据说，2024年中国在清洁能源领域吸引了8180亿美元投资，比上一年增长了20%。 瓦格纳指出，与许多面临投资放缓的经济体不同，中国不仅继续向太阳能和风能等成熟技术投入大量资 金，而且越来越多地投资于电动汽车和储能等新兴解决方案。 世界经济论坛能源与材料中心专家尼古拉斯·瓦格纳日前接受新华社记者书面采访时表示，得益于长期 规划和有效投资，中国已成为推动全球能源转型的关键力量。 瓦格纳说，目前中国可再生能源新增产能领跑全球。中国近 ...

新华社圣保罗7月3日电 综述｜中国经验助力巴西东北部地区能源转型 新华社记者杨家和 陈昊佺 "中国在可再生能源、智慧城市建设等方面的实践经验，为巴西尤其是巴西东北部地区的绿色发展提供 了重要借鉴。"巴西国家经济社会发展银行董事兼巴西发展协会主席玛丽亚·费尔南达·科埃略日前接受新 华社记者采访时如是说。 位于巴西东北部的皮奥伊州被称为"阳光之州"。该州州长拉斐尔·丰特莱斯告诉记者，目前该州99.75% 的能源为可再生能源。中广核、国家电网等中资企业在皮奥伊州的项目不断推进，为地方振兴注入强劲 动力。 中广核能源国际副总裁石玲表示，公司已深耕巴西能源市场六年，始终视其为推动拉美能源转型的重要 支点。她介绍，公司计划在"阳光之州"建设装机容量超过1400兆瓦的多能源互补基地，新增投资预计超 过30亿雷亚尔（约合5.4亿美元）。此外，中广核还计划设立中巴清洁能源创新中心，深化与巴方在研 发、储能、风光互补、光热示范等领域的合作。 联合国开发计划署驻巴西代表克劳迪奥·普罗维达斯认为，清洁能源发展不仅是经济议题，更是民生议 题，将为巴西东北部带来新的发展契机。中国企业推动巴西东北部能源转型，以可再生能源为基础促进 当地工 ...

创新驱动质变，绿氢赋能未来 2025（第五届）可再生能源制氢产业发展论坛 7月10-11日 江苏·苏州 伴随中国汽车市场的飞速增长，BMG-CN持续本土创新，响应市场需求。在面对电气化 转型，我们积极布局，创新驱动，引领智造。 在氢能领域，我们与合作伙伴深度结合、优势互补、携手布局，从制氢端到燃料电池领 域，全方位为客户提供专业的装配、测试等定制化智能设备，助力博世及本土氢能企业 价值最大化。 参观产品 1.PEM/AEM大功率电解槽测试台 DT新能源 将于 2025年7月10日-11日 在 苏州香格里拉大酒店 举办 "2025（第五届）可再生能源制 氢产业发 展论坛" ，论坛将 围绕核心部材及制氢系统，重点探讨ALK/PEM/AEM制氢技术市场发展 现状， 关键部材及制氢系统技术工艺创新、绿氢项目应用新 趋势等话题。 邀请行业内顶级专家和产 业链上中下游代表性企业进行广泛交流，探索新形势下的新挑战，助力可再生能源制氢产业高质量发 展。 会议同期将参观——博世智能制造解决方案事业部（名额有限，需审核） （7月11日下午，安排车辆接送，从 会议酒店出发， 统一安排参观。） 公司介绍 博世智能制造解决方案事业部， ...

太阳能发展前景原本更为广阔：它不仅是美国最经济的电力来源，配套的储能电池技术也已成为主流解 决方案，其建设周期更远短于天然气电厂或核反应堆。 可再生能源本有望成为供电主力。据美国能源信息署数据，去年公用事业规模太阳能占全美新增发电能 力的61%，达30吉瓦。 智通财经APP获悉，当特朗普提出的3.4万亿美元财政方案在国会通过时，可再生能源行业曾因提案中 针对风电和太阳能项目的消费税被取消而稍感宽慰。然而，随着白宫准备举行法案签署仪式，毫无疑问 的是，这位美国总统的胜利标志着清洁能源转型遭遇重大挫折。新法案将逐步取消对风力发电机和太阳 能电池板的税收抵免政策，此举将威胁众多可再生能源项目。 气候政策智库"Energy Innovation"预测，在美国国会刚刚通过的"大而美"减税与支出法案将严重制约可 再生能源的扩张。本周发布的分析报告显示，到2035年，预计将有约200吉瓦的风电和150吉瓦的太阳能 项目无法按原计划建成。 这一时段恰逢美国电力需求将迎来持续十年的激增期，彻底扭转了过去三十年增长乏力的局面。以清洁 能源投资大州得克萨斯为例，到2030年，该州可能需要相当于30座核反应堆(即30吉瓦)的发电能力 ...

2025.07. 04 本文字数：2845，阅读时长大约5分钟 作者 | 第一 财经 高雅 美国总统特朗普力推的"大而美"减税法案赶在他设定的7月4日最后期限之前被送到他桌上签署，但 这份法案将对美国能源和医疗保健造成伤害。 当地时间7月3日，这项法案以218比214的票数通过众议院。"大而美"法案旨在以一揽子立法实现 特朗普的几项核心政策目标，为了延长现行减税政策并增加国防及边境安全预算，将削减医疗补助 （Medicaid）和食品援助项目支出，并取消对电动汽车和太阳能项目的政府支持。 但根据美国国会预算办公室（CBO）的估算，预计到2034年，该法案将使国家债务增加4.1万亿美 元，并使1180万美国人失去医保。美国民调公司晨间咨询（Morning Consult）最近调查结果显 示，50%的选民反对"大而美"法案的内容，支持率则为36%。 全球经济分析公司BCA研究地缘政治首席策略师格特钦（Matt Gertken）对第一财经记者表示，该 法案的通过是意料之中，因为美国必须提高国家债务上限，以避免发生技术性违约，同时也要防止在 2026年增税3500亿美元从而对共和党的中期选举产生冲击。不过，法案的通过， ...

Group 1: Impact on Healthcare Sector - The "Big and Beautiful" bill is expected to cut approximately $900 billion in Medicaid spending over the coming years, reversing many advancements made during the Biden and Obama administrations in healthcare [4] - The bill introduces stricter requirements for Medicaid beneficiaries, potentially leading to millions losing their healthcare coverage [5] - Companies heavily exposed to Medicaid, such as Elevance Health, Centene, and Molina Healthcare, are likely to see a direct impact on their revenues due to a decrease in Medicaid enrollment [5][6] Group 2: Effects on Renewable Energy Industry - The bill cancels several clean energy incentives from the Biden administration, imposing restrictions on solar and wind energy while encouraging fossil fuel production [7] - Changes in tax measures are expected to increase the burden on the renewable energy sector by approximately $4 billion to $7 billion [8] - The bill threatens around $450 billion in infrastructure investments in the renewable sector, potentially leading to the loss of about 300 gigawatts of solar and wind projects over the next decade [8] Group 3: Benefits to Corporations and High-Income Individuals - The bill reinstates tax policies that allow businesses to fully deduct equipment costs in the year of purchase, benefiting organizations like the U.S. Chamber of Commerce [11] - High-income households are projected to see a net income increase of nearly $13,000 after taxes and transfers, while middle-income families will see a smaller increase of $1,430 [12] - The bill provides additional tax incentives for semiconductor manufacturers building facilities in the U.S., aiming to stimulate investment in the manufacturing sector [11]

Core Viewpoint - The article emphasizes that energy is the fundamental structure shaping civilization and geopolitics, with a focus on the transition from fossil fuels to renewable energy in the 21st century [1][4][9]. Energy Transition and Its Implications - The 19th century was dominated by coal, which established Britain's global manufacturing supremacy [2]. - The 20th century saw oil as the key resource, enabling the United States to maintain its position as the world's leading economy through extensive use and control of fossil fuels [3]. - The article raises questions about how renewable energy will reshape the world both materially and geopolitically in the 21st century [4][6]. Renewable Energy Developments - The transition to renewable energy is characterized by a fundamental shift in energy production models from centralized to distributed systems, allowing households to generate power [11][12]. - Smart grids will replace traditional grids, creating a new "energy internet" and redefining energy infrastructure [13]. - The manufacturing ecosystem will undergo a complete transformation, with industries moving towards electrification and new production cost structures emerging [14][19]. Geopolitical Shifts - The article discusses the potential weakening of the petrodollar system as renewable energy transactions may bypass dollar settlements, impacting traditional energy-exporting nations [24][25]. - China is positioned as a leader in the renewable energy supply chain, controlling over 70% of global photovoltaic capacity and 60% of wind power capacity, which could lead to a shift in geopolitical power dynamics [26]. - The competition for setting new energy standards, similar to the 5G standard battle, will have significant implications for global influence [27]. Conclusion - The article concludes that the 21st century is moving away from fossil fuels, and the ability to dominate the renewable energy landscape will shape global power structures for the foreseeable future [28].

Group 1: Core Insights - The BRICS summit in Rio de Janeiro from July 5 to 8 is significant as it marks the first meeting after the inclusion of new members, including Indonesia and ten partner countries [1] - The Chinese government emphasizes the importance of the BRICS cooperation mechanism in promoting a multipolar world and inclusive economic globalization [1] - Brazil and China, as founding members, have substantial potential for bilateral cooperation in trade and investment, particularly in high-value products and renewable energy [2] Group 2: Trade and Investment Trends - Brazil's exports to China are diversifying, with traditional agricultural products like soybeans and meat still dominant, but there is growth in high-value sectors such as processed pulp and industrial food [2] - Future cooperation between China and Brazil is expected to focus on four key areas: energy transition, digital economy, sustainable industrialization, and Agriculture 4.0 [2] - Chinese investments in Brazil are primarily in infrastructure, mining, and agriculture, with notable projects in renewable energy and electric vehicle markets [3] Group 3: Opportunities and Challenges - Brazil's strong economic growth, controlled inflation, and low unemployment present significant opportunities for Chinese investments [3] - Challenges include understanding complex regulations, adapting to environmental requirements, and navigating geopolitical changes [3] - Recommendations for Chinese companies include forming strong local partnerships, investing in sustainability, and aligning projects with Brazilian government priorities [3] Group 4: Agricultural Investment Strategies - Encouraging Chinese companies to engage in Brazil's agricultural processing and cold chain sectors requires creating win-win business models that leverage logistics expertise and production potential [4] - Incentives may include establishing joint ventures with local firms and investing in technologies that enhance traceability and reduce cold chain losses [4] - Brazil is viewed as an ideal partner for comprehensive supply chain cooperation to meet China's growing demand for high-quality and safe products [4]

Core Viewpoint - The article critiques the "Big and Beautiful" tax and spending bill proposed by President Trump, arguing that it undermines the U.S. energy strategy and future development, particularly in renewable energy sectors, thereby benefiting China in the long run [1][3][4]. Group 1: Impact on Renewable Energy - The bill reduces tax incentives for solar, wind, and electric vehicles, which are seen as essential for enhancing grid capacity and reducing costs [3][4]. - The legislation imposes complex restrictions on battery credits, potentially limiting many projects from utilizing these incentives [4][8]. - The bill is expected to lead to a significant loss of investment in renewable energy, with predictions of 830,000 jobs in the sector being lost or not created by 2030 [8][10]. Group 2: Comparison with China - The article highlights China's aggressive development in renewable energy, noting that it has surpassed the U.S. in total power generation, with over 10 trillion kilowatt-hours compared to the U.S.'s 5 trillion since 2000 [7][11]. - China's solar power capacity has reached over 1,000 GW, accounting for half of the global total, and continues to expand rapidly [10][11]. - The article suggests that the U.S. is ceding its energy future to China, as the bill undermines the potential for clean energy transition in America [8][10]. Group 3: Economic and Strategic Implications - The bill is viewed as a strategic self-harm for the U.S., potentially increasing wholesale electricity prices by 50% by 2035 and raising annual energy costs for consumers by over $16 billion by 2030 [8][10]. - The article argues that the ability to provide cheap, clean electricity is crucial for a country's economic and military strength, particularly in the context of developing AI technologies [7][8]. - Critics, including prominent figures like Elon Musk, express concern that the bill favors outdated industries while damaging future-oriented sectors [6][7].

Core Viewpoint - The company has approved a plan for a specific issuance of A-shares, which may dilute immediate returns for existing shareholders, and has proposed measures to compensate for this dilution [1][4]. Financial Impact of the Issuance - The issuance will increase the total share capital from 108,055.17 million shares to 118,156.18 million shares [2]. - The net profit attributable to the parent company is projected to remain stable at 7,669.79 million yuan under the assumption of no significant changes in the operating environment [2]. - Basic and diluted earnings per share are expected to remain at 0.07 yuan per share post-issuance under the same assumption [2][3]. Measures to Mitigate Dilution - The company plans to enhance its core business operations, focusing on clean renewable energy, ecological plant fiber products, and precision manufacturing to improve profitability [6]. - Strengthening management and internal controls is a priority to enhance operational efficiency and profitability [7]. - The company will ensure compliance in the use of raised funds, adhering to relevant laws and regulations to mitigate risks associated with fund usage [7]. - A commitment to strict cash dividend policies is established to ensure investor returns, with a three-year profit distribution plan in place [8]. Commitments from Major Stakeholders - The controlling shareholder has committed to not interfere with the company's management and to ensure the implementation of measures to compensate for diluted returns [9]. - Board members and senior management have made commitments to uphold the company's interests and ensure adherence to the compensation measures [10].