每经记者｜周程程 每经编辑｜毕陆名 7月30日，国家能源局举行新闻发布会并发布数据显示，上半年，可再生能源发电规模持续扩大。截至 2018年6月底，我国可再生能源发电装机达到6.8亿千瓦，同比增长13%。 其中，风电和光伏发电消纳形势持续好转，弃电量和弃电率"双降"。并且，上半年，有18个省（区、 市）没有弃风限电，有22个省（区、市）没有弃光限电。 值得注意的是，弃风、弃光率均超过5%只有甘肃、新疆两地区。 有能源领域专家在接受《每日经济新闻》记者采访时表示，由于我国资源和负荷分布的不均衡性，加之 西北可再生能源富集省份本地消纳空间有限，加快推进跨省跨区电力市场化交易对促进清洁能源消纳意 义重大。 可再生能源发电规模扩大 近年来，中国可再生能源发展速度加快。BP集团首席经济学家戴思攀对《每日经济新闻》记者表示， 2017年中国的可再生能源发电增长了2500万吨油当量，打破了此前的增长纪录。不仅如此，如果把2017 年所有国家不同能源品种的增量进行排序，中国的天然气和可再生能源将分别列为第一和第二。 戴思攀指出，中国引领了全球可再生能源消费，占全球增长的36%。在可再生能源中，太阳能消费增长 最快，达76%。 ...

截至9月30日，浙江新能股东户数4.71万，较上期减少8.60%；人均流通股51056股，较上期增加9.40%。 2025年1月-9月，浙江新能实现营业收入38.55亿元，同比减少1.56%；归母净利润6.13亿元，同比减少 4.74%。 分红方面，浙江新能A股上市后累计派现6.88亿元。近三年，累计派现5.94亿元。 融券方面，浙江新能11月21日融券偿还1000.00股，融券卖出400.00股，按当日收盘价计算，卖出金额 3004.00元；融券余量9.68万股，融券余额72.70万元，低于近一年20%分位水平，处于低位。 资料显示，浙江省新能源投资集团股份有限公司位于浙江省杭州市上城区凯旋街道凤起东路8号，成立 日期2002年8月1日，上市日期2021年5月25日，公司主营业务涉及水力发电、光伏发电、风力发电等可 再生能源发电项目的投资开发、运营管理及电力销售。主营业务收入构成为：风力业务39.90%，光伏 业务37.95%，水电业务20.83%，其他(补充)1.01%，其他业务0.31%。 机构持仓方面，截止2025年9月30日，浙江新能十大流通股东中，南方中证500ETF（510500）位居第六 大流 ...

本报记者李昱丞 华润电力控股有限公司（以下简称"华润电力"）的可再生能源业务正高速发展。 11月17日，华润电力发布10月份电厂售电量数据。数据显示，10月份，华润电力附属电厂售电量为1662 万兆瓦时，同比减少0.4%。其中，附属风电场售电量达388万兆瓦时，同比增长0.1%；附属光伏电站售 电量达95.03万兆瓦时，同比增长39.4%。 1月份至10月份，华润电力附属电厂累计售电量达到1.85亿兆瓦时，同比增长6.5%。其中，附属风电场 累计售电量达到4308万兆瓦时，同比增长14.4%；附属光伏电站累计售电量达到1101万兆瓦时，同比增 长53.6%。 "近年来，随着技术的持续进步，光伏发电成本不断降低，效率逐步提升，使得光伏项目在经济性上愈 发具有竞争力，吸引了包括华润电力在内的众多企业加大在光伏领域的投资与布局。"中关村物联网产 业联盟副秘书长袁帅对《证券日报》记者表示，华润电力不断扩张光伏电站规模，新投产的项目开始释 放产能，直接推动了售电量的增长。 风电、光伏售电量的高速增长，得益于华润电力对可再生能源发电的谋篇布局。华润电力在2021年提 出"十四五"新增可再生能源装机4000万千瓦。2020 ...

Core Viewpoint - China's modernization is characterized by its unprecedented scale, with a population exceeding 1.4 billion, and it has become the only country globally to possess all industrial categories as classified by the United Nations [1] Group 1: Industrial Production - China ranks first in the production of over 220 out of 500 major industrial products globally [3] - The country accounts for over 50% of the global production of crude steel, cement, and electrolytic aluminum [3] - China produces over 80% of the world's photovoltaic components and 70% of wind power equipment [3] - The production of new energy vehicles has been the highest in the world for ten consecutive years [3] Group 2: Manufacturing Sector - By 2024, China's manufacturing value added will account for nearly 30% of the global total, maintaining its position as the world's largest manufacturing country for 15 consecutive years [4] Group 3: Shipbuilding Industry - China leads the world in three key shipbuilding metrics: completed shipbuilding volume, new orders, and hand-held orders, with a global market share exceeding 50% [6] Group 4: Renewable Energy and Communication - China possesses the largest and most complete renewable energy industry chain, with a total installed capacity for renewable energy generation reaching 2.16 billion kilowatts, accounting for over 40% of the global total [8] - The country has the largest information and communication network in the world, leading in the number of 5G base stations, mobile phone users, and fixed broadband network scale [8] Group 5: Smart Manufacturing - China has the highest number of "lighthouse factories," representing the pinnacle of smart manufacturing and digitalization, accounting for over 40% of the global total [10] - The installation of industrial robots in China accounts for over 50% of the global total [10]

Company Overview - Enlight Renewable Energy (NASDAQ:ENLT) is a significant player in the renewable energy sector, focusing on solar, wind, and energy storage projects since its establishment in 2008 [1] - The company has expanded its operations across the United States, Israel, and 11 European countries, positioning itself as a global developer and independent power producer [1] Stock Performance - As of November 17, 2025, ENLT's stock was trading at $37.46, reflecting a decrease of 0.35% or $0.13 on that day [2][3] - The stock's daily trading range has been between $35.94 and $38.19, with a yearly high of $39.62 and a low of $14.01, indicating volatility in its stock price [3] - Mizuho Securities set a price target of $27 for ENLT, suggesting an expected decrease of approximately 27.92% from the current trading price [2] Market Capitalization and Trading Volume - Enlight Renewable Energy has a market capitalization of approximately $4.51 billion, underscoring its significant size and influence in the renewable energy market [4] - The trading volume for ENLT is reported at 33,587 shares, indicating the stock's liquidity and investor interest [4] Upcoming Events - The company is scheduled to participate in two major investor conferences in December 2025, including the Mizuho Power, Energy and Infrastructure Conference on December 9 and the Wells Fargo 24th Annual Energy and Power Symposium on December 10, both in New York City [5]

（编辑 袁冠琳） 证券日报网讯 百川畅银11月17日在互动平台回答投资者提问时表示，随着技术持续进步，沼气发电的 成本正逐步降低。相关研究表明，其在环境效益方面优势显著，整体环境影响负荷低于传统燃煤发电。 公司始终专注于沼气综合利用领域，紧密配合国家绿色低碳政策导向，通过持续的技术创新与运营优 化，不断提升项目效益，致力于为投资者创造可持续的长期价值。 ...

韩国《首尔经济》11月6日报道，韩国气候能源环境部长官金星焕5日召开第26次能源委员会，任命韩国 科学技术院、首尔大学、市宗大学、高丽大学等19名气候环境和绿色能源领域专家为民间委员，并终止 部分核电和电力领域专家的委员职务。指定全罗南道、济州、京畿道义王市和釜山江西区为分布式能源 特区，培育未来型能源产业，强化地区可再生能源发电站和能源需求企业间的联系。会议确定了关于合 理利用能源的基本规划，设定到2029年将能源消耗较2024年预测值减少4.7%的目标。2024年韩国全国 能源需求为2.12亿TOE（吨油当量），2029年预计增至2.213亿TOE，若减少4.7%则实际消耗量为2.11亿 TOE（减少1030万TOE）。为此，委员会计划在能源消耗较大的机构地增设数据中心，对数据中心进行 专项管理，推动年能源消耗量在5万TOE以上并参与《自主能源效率协议》的企业由目前的30家增至200 家。 ...

国家能源局关于印发2024年度全国可再生能源电力发展监测评价结果的通知 国能发新能〔2025〕92号 各省（自治区、直辖市）能源局、有关省（自治区、直辖市）及新疆生产建设兵团发展 改革委，国家电网有限公司、中国南方电网有限责任公司、内蒙古电力（集团）有限责任公 司： 为贯彻落实习近平总书记关于以更大力度推动新能源高质量发展的重要指示精神，进一 步促进可再生能源开发利用，科学评估各地区可再生能源发展状况，根据《中华人民共和国 能源法》《中华人民共和国可再生能源法》和《关于建立可再生能源开发利用目标引导制度 的指导意见》（国能新能〔2016〕54号）等文件要求，我局委托有关研究机构汇总可再生能 源电力建设和运行监测数据，形成了《2024年度全国可再生能源电力发展监测评价结果》， 作为各地区2024年可再生能源开发建设和并网运行的基础数据，现予以印发。 请各地区和有关单位进一步重视可再生能源电力发展，提高可再生能源利用水平，为助 力实现碳达峰碳中和目标任务作出积极贡献。 国家能源局网站11月13日消息，国家能源局委托有关研究机构汇总可再生能源电力建设 和运行监测数据，形成了《2024年度全国可再生能源电力发展监测评 ...

Core Viewpoint - The National Energy Administration has released the monitoring and evaluation results for the development of renewable energy power in 2024, highlighting significant growth in installed capacity and power generation from renewable sources, which is crucial for achieving carbon peak and carbon neutrality goals [4][6][26]. Summary by Sections 1. Overall Development of Renewable Energy Power - By the end of 2024, the cumulative installed capacity of renewable energy in China reached 1,889 million kilowatts, a year-on-year increase of approximately 24.4%, accounting for 56.4% of total installed power capacity [6]. - The breakdown of installed capacity includes: hydropower at 436 million kilowatts, wind power at 521 million kilowatts, solar power at 887 million kilowatts, and biomass power at 46 million kilowatts [6]. - In 2024, the total power generation from renewable energy was 3.47 trillion kilowatt-hours, representing about 35% of total power generation [6]. 2. Renewable Energy Consumption Responsibility Completion - The actual completion rate for renewable energy power consumption responsibility in 2024 was 35.2%, an increase of 3.2 percentage points year-on-year [7]. - 26 provinces met the national consumption responsibility targets, with Sichuan, Yunnan, and Qinghai exceeding 70% [7][10]. - The report indicates that 1 province had over 80% of renewable energy consumption, 8 provinces were between 40%-80%, and 22 provinces were between 20%-40% [7]. 3. Non-Hydropower Renewable Energy Consumption - The actual completion rate for non-hydropower renewable energy consumption responsibility was 20.8%, with a year-on-year increase of 2.7 percentage points [12]. - 28 provinces met the national targets for non-hydropower consumption, with 6 provinces exceeding 30% [13][15]. 4. Utilization Rates of Renewable Energy - The average utilization rate for wind power in 2024 was 95.9%, a decrease of 1.4 percentage points from the previous year [16]. - The average utilization rate for solar power was 96.8%, down by 1.1 percentage points [16]. - The effective utilization rate for hydropower was approximately 99.0%, a decrease of 0.4 percentage points [16]. 5. High Voltage Direct Current (HVDC) Transmission of Renewable Energy - In 2024, 20 HVDC lines transmitted a total of 705.3 billion kilowatt-hours, with renewable energy accounting for 400.8 billion kilowatt-hours, a year-on-year increase of 22.2% [22][24]. - Renewable energy constituted 56.8% of the total transmission volume through HVDC lines, an increase of 4.3 percentage points [22]. 6. Implementation of Clean Energy Demonstration Provinces - In Zhejiang, the total renewable energy consumption was 170.9 billion kilowatt-hours, accounting for 25.2% of the province's total electricity consumption, an increase of 3.1 percentage points [26]. - In Sichuan, renewable energy consumption was 298 billion kilowatt-hours, representing 74.5% of total consumption, a decrease of 1.5 percentage points [27].

Core Insights - The National Energy Administration issued 229 million green certificates in September 2025, with 68.86% being tradable [2][4] - From January to September 2025, a total of 2.108 billion green certificates were issued, with 1.435 billion being tradable [2] Green Certificate Issuance - In September 2025, 2.29 million green certificates were issued across 306,500 renewable energy projects [2] - The breakdown of green certificates issued in September by renewable energy type includes: - Wind Power: 721,600 - Solar Power: 732,400 - Conventional Hydropower: 687,600 - Biomass Power: 136,000 - Other Renewable Energy: 124,100 - Total green certificates issued from January to September 2025 reached 2.10758 billion [3] Green Certificate Trading - In September 2025, 65.12 million green certificates were traded, with 21.02 million being for green electricity [4] - The total number of green certificates traded from January to September 2025 was 529 million, with 179 million for green electricity [4] - The average trading price for green certificates in September was 4.99 yuan per certificate, reflecting an 11.78% decrease from the previous month [5][7]