当地时间4月19日至23日，深圳市长覃伟中率深圳市代表团访问埃及。4月20日，中国（深圳）—埃及 （开罗）经贸合作交流会在开罗举行，覃伟中出席并致辞。超200家来自埃及、深圳和中东的企业和商 协会参加活动，签订了清洁能源、 新能源汽车、医疗器械等一批新兴产业领域合作项目。 ( 深圳特区 报) ...

" 欧米伽未来研究所 " 关注科技未来发展趋势，研究人类向欧米伽点演化过程中面临的重大机遇与挑战。将不定期推荐和发布世界 范围重要科技研究进展和未来趋势研究。（ 点击这里查看欧米伽理论 ） 在全球经济格局风云变幻，科技浪潮日新月异的今天，创新已成为衡量一个国家竞争力的核心标尺，是驱动经济增长和社会进 步的根本动力。刚刚过去的几年，世界经历了诸多挑战，从全球疫情到地缘政治紧张，再到气候变化的严峻考验，这一切都使 得国家层面的战略规划，特别是关于如何通过创新保持韧性、抓住机遇显得尤为重要。 正是在这样的背景下，英国剑桥大学制造研究所 (Institute for Manufacturing, IfM) 旗下的剑桥工业创新政策小组 (Cambridge Industrial Innovation Policy, CIIP) 于2025年3月发布了最新的《英国创新报告》。这份报告并非仅仅是数据的罗列，它更像是一 次对英国创新生态系统和工业表现的深度"体检"，旨在通过翔实的数据和国际比较，为政策制定者、行业领袖以及所有关心英 国未来发展的人们，提供一个清晰、客观的参照系。 这份报告的独特之处在于，它突破了传统创新报告常 ...

金十数据4月21日讯，致力于延长特朗普减税法案的共和党议员们在国内面临着清洁能源难题，因为他 们所在选区的主要清洁能源投资与特朗普对该行业的怀疑态度不一致。众议院负责制定税收的筹款委员 会的26名共和党议员中，有11人代表的领域在过去几年里获得了数亿至数十亿美元的绿色能源投资。该 委员会目前正在起草延长2017年减税法案的方案。 共和党议员在制定税收法案时面临清洁能源难题 ...

"宁波膜智信息科技有限公司"为势银（TrendBank）唯一工商注册实体及收款账户 势银研究： 势银产业研究服务 势银数据： 势银数据产品服务 势银咨询： 势银咨询顾问服务 添加文末微信，加 绿色燃料 群 中国广核集团（简称：中广核）是中国领先的清洁能源央企，业务覆盖核电、风电、光伏、氢能、氢 基能源、储能等领域，装机容量位居全球前列。近年来，中广核积极响应"双碳"战略，加速布局氢 能、绿氨、绿甲醇产业，依托风光核一体化优势，在内蒙古、吉林、广东等地推进多个大型氢氨醇示 范项目，重点突破绿氢规模化制备（电解水技术耦合核电/可再生能源）、绿氨/甲醇合成及储运应 用。 中广核一直积极探索工业脱碳与氢能经济新模式， 已规划22个氢/氨/醇项目（含合资公司项目） ，主 要分布在内蒙古、江西、宁夏等地区。进入2025年后，累计 已有10个项目动态更新 。以下是势银 （TrendBank）整理的2025年中广核氢/氨/醇项目新进展（ 项目汇总见文末表格 ，如有遗漏，欢迎留 言补充）—— 01 高温气冷堆耦合光伏电解制氢项目 4月8日， 中核能源科技有限公司高温气冷堆耦合光伏电解制氢项目 中光伏电解水制氢研究采购公告发 布 ...

Core Viewpoint - Jiufeng Energy (605090.SH) is steadily enhancing its business scale and pricing power through the synergistic development of its three main business segments: clean energy, energy services, and specialty gases [1][3]. Financial Performance - In 2024, Jiufeng Energy achieved operating revenue of 22.047 billion yuan, a year-on-year decrease of 17.01%. However, net profit attributable to shareholders increased by 28.93% to 1.684 billion yuan, and net profit excluding non-recurring gains and losses rose by 1.12% to 1.35 billion yuan [1][3]. - The decline in revenue is attributed to a decrease in the sales price of clean energy products compared to the previous year, while the growth in net profit is due to stable pricing power in the clean energy business and increased profitability in energy services and specialty gases [3][9]. Business Segments - Jiufeng Energy operates under a "one main, two wings" business development structure, with clean energy as the core business, supported by energy services and specialty gases [1][8]. - In 2024, the clean energy segment generated revenue of 19.657 billion yuan, down 19.98% year-on-year, but with a gross margin of 7.64%, an increase of 1.04 percentage points [9]. - The energy services segment saw revenue of 2.153 billion yuan, up 17.04% year-on-year, with a gross margin of 22.63%, an increase of 1.39 percentage points [9]. - The specialty gases segment achieved revenue of 235 million yuan, a significant increase of 46.62%, although its gross margin decreased by 12.04 percentage points to 28.81% [9]. Dividend and Share Buyback Plans - Jiufeng Energy has implemented a cash dividend and share buyback strategy, with a total dividend amount of 780 million yuan for 2024, representing 46.33% of the net profit [5][4]. - The company plans to repurchase shares worth 200 million to 300 million yuan at a price not exceeding 38.13 yuan per share, with all repurchased shares to be canceled [2][7]. Resource Management - Jiufeng Energy has established a "sea gas + land gas" dual resource pool to enhance resource security and improve cost competitiveness, maintaining stable gross margins despite international price fluctuations [8][9]. - The company has a strong presence in the clean energy market in South China, with significant LNG and LPG storage and receiving capabilities [8][9].

此外，泰国正在推动数量超过2400个、总投资额超过2200亿泰铢的项目向可再生能源转变，支持从上游 到下游的绿色供应链。此举将增加机遇、降低风险，并增强泰国在可持续商业领域的竞争力。(完) （文章来源：中国新闻网） 中新社曼谷4月19日电据泰国媒体《民族报》19日报道，在过去10年中，超过2900个清洁能源投资项目 落户泰国，投资总额超过5600亿泰铢(约1191.5亿元人民币)，推动泰国成为东盟的清洁能源中心。 泰国投资委员会秘书长纳里特透露，泰国致力于减少温室气体排放，目标是到2050年实现碳中和，到 2065年实现净零排放。根据其清洁能源发展计划，该国的目标是在2050年将清洁能源的比重提高到总发 电量的50%以上，以支持其绿色产业转型。 目前，清洁能源占泰国电力装机容量的26%。根据可持续发展目标指数，泰国在东盟国家中排名第1 位，是清洁能源发展最快的国家。 清洁能源储备是吸引外商投资的关键优势。泰国通过推广清洁能源项目和构建可持续能源生态系统来支 持这一转型，帮助泰国降低未来的能源危机风险。 纳里特透露，从2015年到2025年3月，已有超过2900个清洁能源项目提交招商引资，总额超过5600亿泰 ...

Core Viewpoint - The article discusses the contradictions and effects of the U.S. industrial policy, highlighting the dual standards in trade practices and the impact of domestic challenges on the competitiveness of U.S. manufacturing [2]. Group 1: Types and Mechanisms of U.S. Industrial Policy - U.S. industrial policy can be categorized into domestic supportive policies and foreign restrictive policies, aimed at enhancing domestic industry competitiveness and limiting foreign competition [5]. - Domestic supportive policies include fiscal and financial measures, government procurement, and innovation support, while foreign restrictive policies encompass investment restrictions and trade protection measures [5][4]. Group 2: Fiscal and Financial Policies - The Inflation Reduction Act plans to invest $391 billion in energy and climate initiatives from 2022 to 2031, with $234 billion allocated for tax credits and $157 billion for subsidies and loans [6]. - The CHIPS Act authorizes approximately $52 billion in subsidies and loan guarantees for semiconductor manufacturing and related research [6]. - U.S. government spending on industrial subsidies has increased from $45.8 billion in 2000 to $128 billion in 2022, maintaining around $100 billion annually thereafter [6]. Group 3: Government Procurement and Market Access Policies - The U.S. government prioritizes domestic procurement, mandating that at least $200 billion of federal purchases annually be for products with over 50% domestic content [13]. - The U.S. has pressured other countries to lower trade barriers and increase procurement of American goods, exemplified by agreements with Japan and China [14][13]. Group 4: Innovation Support Policies - Innovation support policies include funding for research and development in clean energy and technology, with significant investments outlined in the Infrastructure Investment and Jobs Act and the Inflation Reduction Act [16][18]. - The U.S. government has established various research centers to promote technological innovation, providing competitive funding to universities and companies [17]. Group 5: Infrastructure Investment Policies - The Infrastructure Investment and Jobs Act allocates nearly $100 billion for transportation infrastructure, while the Inflation Reduction Act invests approximately $30 billion in modernizing the electric grid [19][20]. - The Biden administration's broadband plan aims to invest $42.45 billion to enhance broadband access in underserved areas [19]. Group 6: Trade Protection Policies - The U.S. has implemented tariffs on imports based on national security and unfair trade practices, including a 25% tariff on steel and a 10% tariff on aluminum [24]. - The U.S. has historically pressured countries to agree to voluntary export restrictions, as seen in agreements with Japan in the 1980s [25]. Group 7: Technology Restriction Policies - The U.S. has placed several Chinese technology companies on an entity list, restricting their access to U.S. technology under the guise of national security [27]. - The CHIPS and Science Act prohibits semiconductor companies receiving U.S. subsidies from expanding operations in China for ten years [27]. Group 8: Implementation Motivations and Characteristics - The U.S. industrial policy aims to enhance competitiveness, ensure supply chain security, reduce income inequality, and maintain technological leadership [32][36]. - The federal government primarily drives these policies, with state and local governments playing a limited role [37]. Group 9: Effectiveness of U.S. Industrial Policies - Overall, U.S. industrial policies have seen varying degrees of success, particularly in innovation support, while trade protection measures have had limited effectiveness [39]. - Successful policies include innovation initiatives that have led to significant technological advancements and job creation [40][41].

覆盖风光水电绿青燃机和综合能源等领域同时公司的足迹已现已遍布全国31个省级行政区以及澳大利亚越南等海外新能源市场已成为澳洲清洁能源领域装机中最大的中资企业公司希望通过今天的交流使各位能够对公司在业务发展及发展潜力方面有更全方面的认知 首先请允许我介绍今天出席的管理层代表他们是董事会主席张平先生首席财务官黄慧先生副总裁贾刚先生今天的交流会主要分为四个环节第一个环节我们将有请公司董事会主席张平先生介绍公司2024年的经营亮点 好的各位亲临现场以及通过在线参加本公司今日业绩交流会的各位领导投资人各界合作伙伴大家下午好欢迎各位参加北京能源国际控股有限公司2024年度业绩交流会金能国际一直致力于成为最受欢迎最受尊敬的国际化清洁能源生态投资运营商业务范围遍及 第二个环节由公司副总裁及首席财务官黄辉先生回顾公司2024年的财务情况第三个环节将由公司副总裁贾根先生介绍公司的发展机遇第四个环节将继续由董事会主席张平先生介绍公司未来的发展策略在会议的最后我们将设有问答环节也请现场的到座的各位踊跃提问 那么下面就有请公司董事会主席张平先生开始今天的会议张总请好的谢谢各位莅临现场和线上参与的股东投资人合作伙伴以下时间我将向大家展示公 ...

Masdar是中东乃至全球最具影响力的清洁能源开发商之一，选择上海电气作为沙特赛达维项目的合作伙 伴，充分体现了对上海电气在全球光伏、风电等新能源领域的装备可靠性、履约能力与创新优势的认 可，以及双方在推进绿色能源转型上的共同意愿。 当地时间4月13日上午，上海电气与阿曼Mawarid集团签署风电项目供货框架协议、技术授权、本地化 工厂设计等一揽子合作协议。阿曼能矿部部长萨利姆·本·纳斯尔·阿乌菲表示，阿曼政府高度重视与上海 电气的合作伙伴关系，以此次风电项目签约为契机，阿曼政府十分期待未来在储能、氢能、光伏等多个 领域与上海电气扩展和深化合作，共同推动阿曼能源结构转型。 在推出"2040愿景"和绿氢战略计划后，阿曼始终鼓励绿色能源的跨国合作与项目开发，而绿色发展也正 是共建"一带一路"倡议的关键底色。 近年来，上海电气积极践行共建"一带一路"倡议，秉持"开放协同、合作共赢"的发展理念，致力于通过 技术创新和国际合作推动全球能源转型，携手迈向美好绿色未来。（赵华） 在全球对清洁能源需求日益增加的背景下，近日，上海电气集团（下称"上海电气"）先后与阿布扎比未 来能源有限公司（下称"Masdar"）、阿曼Mawa ...

Core Insights - The report by Ember highlights a record growth in global renewable energy generation in 2024, with clean energy (including renewables and nuclear) surpassing 40% of total global electricity generation [1] Group 1: Renewable Energy Growth - In 2024, global renewable energy generation increased by 858 TWh, a 49% rise compared to the previous record of 577 TWh set in 2022 [1] - Hydropower remains the largest source of clean electricity, accounting for 14.3%, while wind and solar energy represent 8.1% and 6.9% respectively, with their combined share exceeding hydropower for the first time in 2024 [1] - Nuclear energy's share dropped to 9%, marking a 45-year low [1] Group 2: Solar Energy Dominance - Solar energy continues to be the largest source of new electricity globally for the third consecutive year, with an addition of 474 TWh in 2024, bringing its total generation to 2 TW, doubling from 1 TW in 2022 [2] - China plays a crucial role in the global energy transition, contributing 53% of new solar and 58% of new wind energy generation in 2024, significantly outpacing other regions [2] - China's solar generation now accounts for 8.3% of the global total, more than doubling from three years ago [2] Group 3: Challenges and Future Outlook - The report indicates that global electricity demand grew by 4% in 2024 due to frequent heatwaves, leading to a slight increase in fossil fuel generation and a record high in carbon emissions from the electricity sector [5] - The rapid growth of clean energy generation is expected to gradually reduce reliance on fossil fuel generation in the coming years, aided by advancements in battery storage and other technologies [5]