中国AI赋能能源革命： 从智能预测到储能革新，引领全球绿色转型 【Oilprice 网 6月30日报道】 中国正大规模将人工智能融入能源领域，以提升整体效率、保障国家能源安全。 随着风能和太阳能等可变可再生能源快速扩张，人工智能广泛应用于更精准地预测能源供需。 人工智能还通过改进电池设计、安全性能和管理策略，显著提升能源存储水平。 中国正加速将人工智能深度融入能源体系，以提升能源效率并筑牢国家能源安全防线。从能源存储管理到更精准地预测能源供需，大语言模型能推动能源 系统整体更智能化、精细化，减少能源浪费。 早在2020年，国有天然气巨头中国燃气控股有限公司就已利用人工智能来更精准地预测天然气需求中复杂且动态的变化。这些由AI模型能够综合历史数 据和实时信息，运算速度远超人工。 然而，随着中国电网中可再生能源占比不断上升，预测问题变得更加棘手，也更为关键。中国在可再生能源部署方面领先全球。仅在5 月，中国电网新增 太阳能和风能发电量就与波兰整国的电力产能相当。随着中国不断打破自身的可再生能源纪录，其电网对可变能源的依赖度大幅增加，因此也更受天气变 化影响。因此，实现精准能源预测对国家能源安全至关重要。 为此，中 ...

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 DT新能源 将于 2025年7月10日-11日 在 江苏苏州 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。 上海市氢科学技术研究会 支持单位 博世智能制造解决方案事业部 承办单位 宁波德泰中研信息科技有限公司 01 组织机构 主办单位 DT新能源 协办单位 | 7月9日 | 签到注册(13:00-20:00) | | --- | --- | | (星期三) | PEM制氢产业创新发展技术研讨与对接会(邀请制) (18:00-20:00) | | | 开幕致辞 | | 7月10日 (星期四) | 主题- 可再生能源电解水制氢产业现状及发展趋势 | | | 主题二 | | | ● 追求高性能还是拥抱稳定? | | | 新形势下的碱性/PEM制氢关键部材及系统的 技术进展与发展趋势 | | | 主题三 | | 7月11日 | AEM电解水制氢关键材料 ...

参议院周二通过的这项内容庞杂的共和党预算法案，虽取消了拟对太阳能和风能项目加征的新税，但将 迅速取消针对风能、太阳能及其他可再生能源的税收抵免。 参议院以51票赞成、50票反对通过该法案。唐纳德·特朗普与共和党议员正着手废除2022年前总统乔·拜 登执政时期民主党通过的气候法案。在三位共和党参议员投反对票后，副总统詹姆斯·戴维·万斯（JD Vance）投出关键票，打破僵局。 该法案目前已提交众议院等待最终立法批准。美国东部时间7月3日凌晨，众议院以219票赞成、213票反 对的微弱优势通过了程序规则，为进入全面辩论和最终投票扫清了障碍。 上周末，参议院法案新增针对太阳能和风能发电项目的消费税条款，引发两党议员、清洁能源开发商及 倡导者的联合反对。 最终获得通过的法案虽取消了这项税收，但基本沿用了上周五深夜发布的立法表述，且将比两周前公布 的草案版本更早终止对清洁能源的激励措施。 部分人士警告公用事业账单将飙升 民主党人士和环保组织表示，共和党提出的这一计划将对风能和太阳能产业造成沉重打击，并导致美国 民众公用事业账单飙升。他们称，该法案将危及数百个旨在强化国家电网的可再生能源项目。 太阳能产业协会（Solar ...

Group 1 - The new tax reform plan proposed by the U.S. President Trump may have significant negative impacts on international trade, financial markets, and the U.S. economy itself [1][2] - The tax reform is expected to increase the federal government debt by approximately $3.3 trillion over the next decade, potentially reaching nearly $4 trillion when including interest payments [1] - Moody's has downgraded the U.S. credit rating, indicating that the continuous deterioration of U.S. fiscal indicators cannot be fully offset by its economic and financial size [1] Group 2 - The tax reform will negatively affect the green technology and renewable energy sectors by reducing tax support for new energy projects and tightening subsidy conditions for wind and solar equipment [2] - The uncertainty surrounding U.S. policies is prompting investors to reassess their global strategies, particularly affecting countries like Germany and Denmark that are major exporters of wind energy equipment [2] - The article warns that if the U.S. pursues tax cuts without a sustainable revenue mechanism, it will exacerbate fiscal imbalances and global market volatility, making U.S. economic policy uncertainty a significant source of global risk [2]

2019 年，全球能源格局正经历深刻变革，新能源产业如同一颗冉冉升起的新星，吸引着无数投资者的 目光。在这场能源革命的浪潮中，志海俱乐部凭借其敏锐的市场洞察力、强大的技术实力以及强烈的社 会责任意识，果断布局新能源领域，开启了一段充满挑战与机遇的投资征程。 另一方面，志海俱乐部也关注新能源汽车产业链。随着全球对传统燃油汽车排放限制的加强，新能源汽 车逐渐成为汽车产业发展的主流趋势。志海俱乐部投资了新能源汽车电池研发企业，这些企业致力于提 高电池的能量密度、延长电池寿命、降低成本，以满足市场对新能源汽车续航里程和性能的需求。同 时，他们还涉足新能源汽车充电设施建设领域，投资建设充电桩网络，解决新能源汽车用户的充电难 题，促进新能源汽车的普及。 在投资过程中，志海俱乐部充分发挥自身的技术优势。利用智能风控系统，对投资项目进行全方位的风 险评估和监控。通过先进的算法和模型，识别潜在风险，及时调整投资策略，确保投资的安全性。依托 大数据分析，深入挖掘新能源企业的发展潜力和市场价值，为投资决策提供科学依据。同时，借助人工 智能辅助，提高投资决策的效率和精准度，快速把握市场机遇。 除了资金投入，志海俱乐部还为投资的新能源 ...

Core Insights - The rural renewable energy sector has the potential to provide approximately 730 million tons of standard coal equivalent annually, which is 12 times the current total energy consumption in rural areas of China [1] - The rural energy revolution is seen as a critical pathway for achieving China's dual carbon goals and rural revitalization strategy, requiring a coordinated approach at the national level [2][4] - The unique advantages of the rural energy revolution stem from the abundant renewable resources and the urgent demand for clean energy in rural areas, where over 55% of energy consumption still relies on coal [3][5] Group 1: Strategic Importance - The rural energy revolution is a key component of national strategy, as highlighted in the report from the 20th National Congress of the Communist Party of China [2] - Experts emphasize that the rural energy revolution must integrate energy supply security, agricultural development, and ecological governance [1][4] Group 2: Resource Potential - China has significant potential for distributed photovoltaic technology, with over 2 billion kilowatts of potential capacity, and rural rooftops alone can contribute over 800 million kilowatts [3] - The annual production of agricultural straw is approximately 790 million tons, and livestock manure amounts to about 3.05 billion tons, indicating a vast resource base for renewable energy [3] Group 3: Challenges and Structural Issues - Despite the strategic clarity and resource abundance, the rural energy sector faces structural contradictions, including a disconnect between energy production and rural development [4][6] - The overproduction of renewable energy in rural areas exceeds local consumption capacity, leading to a situation where rural areas generate green electricity but lack local utilization channels [5][6] Group 4: Mechanism and Technological Innovations - Mechanism innovation and technological empowerment are essential for overcoming current challenges, with cooperative models showing promise in restructuring benefits [7][8] - Multi-energy complementarity is identified as an effective approach to enhance economic feasibility and reduce energy costs in rural energy development [7][8] Group 5: Policy and Implementation - Recent policies, such as the "Thousand Villages and Ten Thousand Villages Wind Action" and "Thousand Households Sunlight Action," have been implemented to facilitate rural energy transformation [4] - There is a need for a comprehensive rural low-carbon/zero-carbon building standard and improved energy statistical accounting systems to support the transition [9]

Core Viewpoint - The article highlights the advancements in marine renewable energy research led by a team from Shandong Province, showcasing their contributions to technology development and commercialization in this field [1][4]. Group 1: Research and Development - The team has been engaged in marine renewable energy research since 2008, witnessing significant progress from laboratory studies to engineering applications [4]. - Key technological breakthroughs include efficient wave energy capture and stable conversion, addressing critical challenges in the field [4]. - The team has developed a series of wave energy prototype devices tailored to China's marine conditions, paving the way for independent innovation in energy extraction [4]. Group 2: Collaboration and Application - Through deep collaboration with enterprises, the team has established diverse application scenarios in island fishing villages and research platforms, accelerating the commercialization of wave energy [4]. - Their technologies have been applied by dozens of enterprises and research institutions, generating over 400 million yuan in economic benefits [4]. Group 3: Achievements and Recognition - The team has received the Shandong Provincial Technology Invention First Prize and has been recognized as a "National Model Teacher Team" [4]. - The team leader has been appointed as a distinguished professor under the Taishan Scholar program in Shandong Province, with three team members included in the National High-Level Talent Support Program [4]. Group 4: Future Directions - Future developments in wave energy technology are expected to focus on large-scale and specialized applications, supporting power supply for remote islands and deep-sea aquaculture [5]. - The team is currently constructing a national-level sea condition testing platform to further enhance their research capabilities [5]. - The commitment to transforming technology into practical energy solutions for coastal communities remains a driving force for the team [5].

Group 1 - The core viewpoint of the notification is to promote the development of the private economy in the energy sector, guiding private enterprises to play a significant role in the green and low-carbon transition of energy and the construction of a new energy system [1][2] - The notification includes measures to support private enterprises in enhancing their development momentum, ensuring fair participation in the market, and improving energy-related government services [1][3] Group 2 - In terms of supporting private enterprises, the notification encourages investment in nuclear power projects, hydropower, oil and gas storage facilities, and liquefied natural gas receiving stations, as well as participation in oil and gas pipeline projects [1][2] - The notification promotes the development of new energy business models, including virtual power plants, green electricity direct connection models, and smart microgrids, while supporting private enterprises in investing in new technologies such as energy storage and charging infrastructure [2] - To ensure fair market participation, the notification aims to improve market access systems, separate oil and gas pipeline operations, and optimize licensing conditions for private construction companies [3] - The notification emphasizes enhancing government services in the energy sector, advocating for streamlined approval processes and better communication between government and private enterprises [3][4]

Group 1 - MSCI Nordic Countries Index increased by 0.6%, reaching 352.46 points, with the industrial sector leading the performance [1] - Vestas Wind Systems, a renewable energy company, surged by 10.1%, outperforming other constituents [1]

消息人士：美国参议院打算从预算法案中取消风能和太阳能消费税。参议院打算允许可再生能源项目在 法案颁布一年后根据开工情况获得税收抵免。 ...