海上光伏

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周三签到!中能建/中电建/中海油/华能/国电投/三峡上海院/龙源振华/海油工程/明阳智能/运达股份/天科院/国网/南网……
DT新材料· 2025-07-20 14:12
Core Viewpoint - The 2025 Marine Clean Energy Technology and Equipment Summit Forum will be held from July 23-25 in Nantong, focusing on innovative technologies needed for integrated development, rapid scaling of successful demonstration projects, and solutions to deep-sea construction cost challenges [1]. Group 1: Forum Overview - The forum will include discussions on key topics such as innovative technology drivers for integrated development and strategies for scaling successful demonstration projects [1]. - Various activities will take place, including the Youth Scientist 10² Forum, an industry development and innovation technology conference, and specialized forums [1]. Group 2: Organizing Institutions - The forum is jointly organized by the Yangtze River Delta Shipbuilding and Offshore Equipment Technology Innovation Center, the Yangtze River Delta Offshore Wind Power Intelligent Operation and Maintenance Innovation Alliance, and the Jiangsu University of Science and Technology [4]. - Notable co-organizers include Southeast University, Harbin Engineering University, and Ningbo University [4]. Group 3: Keynote Speakers and Topics - The forum will feature prominent speakers such as Torgeir Moan, a foreign academician of the Chinese Academy of Engineering, and Xu Lixin, director of the Yangtze River Delta Shipbuilding and Offshore Equipment Technology Innovation Center [4]. - The Youth Scientist 10² Forum will present various research topics, including studies on floating wind turbines and wave energy devices [5][6]. Group 4: Industry Development Focus - The forum will address the trends in the marine clean energy industry, focusing on the "14th Five-Year Plan" policies and the integration and collaboration within the industry [12]. - Discussions will include the balance between increasing development difficulty and cost reduction in deep-sea clean energy projects [12]. Group 5: Technical Innovations - The forum will explore technological innovations in construction equipment, power generation devices, support structures, mooring, and transmission and consumption in the marine clean energy sector [13]. - Specific sessions will cover advancements in wave energy and tidal energy device array development [13]. Group 6: Registration and Participation - Registration for the forum is open, with fees set at ¥3200 for corporate representatives and ¥2800 for research representatives if paid in advance [47]. - Participants are required to register and can submit their information via a QR code [46].
倒计时4天!中能建/中电建/中海油/华能/国电投/三峡上海院/龙源振华/海油工程/明阳智能/运达股份/天科院/国网/南网……
DT新材料· 2025-07-19 12:05
Core Viewpoint - The 2025 Marine Clean Energy Technology and Equipment Summit Forum will be held from July 23-25 in Nantong, focusing on innovative technologies needed for integrated development, rapid scaling of successful demonstration projects, and solutions to deep-sea construction cost challenges [1]. Group 1: Forum Overview - The forum will include discussions on key topics such as innovative technology drivers for integrated development and strategies for scaling successful demonstration projects [1]. - Concurrent events include the Youth Scientist 10² Forum, an industry development and innovation technology conference, and various specialized forums [1]. Group 2: Organizing Institutions - The forum is jointly organized by the Yangtze River Delta Shipbuilding and Offshore Equipment Technology Innovation Center, the Yangtze River Delta Offshore Wind Power Intelligent Operation and Maintenance Innovation Alliance, and the Jiangsu University of Science and Technology [4]. - Notable co-organizers include Southeast University, Harbin Engineering University, and Ningbo University [4]. Group 3: Keynote Speakers and Topics - The forum will feature prominent speakers such as Torgeir Moan, a foreign academician of the Chinese Academy of Engineering, and Xu Lixin, director of the Yangtze River Delta Shipbuilding and Offshore Equipment Technology Innovation Center [4]. - Specialized forums will cover topics like offshore wind power, marine energy, and Power to X technologies, with expert conveners leading discussions [5][6]. Group 4: Agenda Highlights - The agenda includes a focus on the development trends of the marine clean energy industry, the "14th Five-Year Plan" policy outlook, and the integration and collaboration of related topics [12]. - Key presentations will address the challenges of deep-sea development and cost reduction, as well as innovations in construction equipment and power generation devices [13]. Group 5: Registration and Participation - Registration fees are set at ¥3200 for corporate representatives who register and pay in advance, and ¥2800 for research representatives [47]. - Participants are required to register upon arrival and will receive materials such as badges and meal vouchers [44].
50个免费名额!海上风电、海上光伏、P2X项目方看过来
DT新材料· 2025-07-02 15:18
Core Viewpoint - The 2025 Marine Clean Energy Technology and Equipment Summit will be held from July 23-25 in Nantong, focusing on the development and innovation of marine clean energy technologies and equipment [2]. Group 1: Event Overview - The summit will include various activities such as the Young Scientists Forum, an industry development and innovation conference, four specialized forums, and exhibitions of innovative products and technologies [2]. - The event is co-hosted by the Yangtze River Delta Shipbuilding and Marine Engineering Equipment Technology Innovation Center, the Yangtze River Delta Offshore Wind Power Intelligent Operation and Maintenance Innovation Alliance, and Jiangsu University of Science and Technology [27][43]. Group 2: Key Topics and Discussions - Discussions will address the challenges of developing marine clean energy in deep waters, focusing on balancing development difficulties with cost reduction [9]. - Reports will cover advancements in key technologies for large-capacity offshore floating vertical axis wind turbines and trends in supporting technologies for offshore renewable energy [10]. - Specialized forums will explore cost reduction and efficiency enhancement in offshore wind power, including project development, equipment selection, construction, and operation [12]. Group 3: Technical Innovations - Presentations will include topics such as the current status and innovative trends of composite submarine cables, and the application of ultrasonic non-destructive testing in installation and operation [14]. - The summit will also feature discussions on the integration of hydrogen and electricity systems, and the development of new materials to support cost-effective deep-sea operations [14][16]. Group 4: Future Directions - The event will highlight the "Power to X" projects, discussing their technological routes, implementation progress, and future business models, as well as the bottleneck issues they address [24]. - The summit aims to accelerate the replication and promotion of successful projects in the marine clean energy sector [24].
中广核参加第三届联合国海洋大会并分享全球实践经验
Zheng Quan Shi Bao Wang· 2025-06-12 13:38
Core Viewpoint - China General Nuclear Power Group (CGN) actively promotes the integration of clean energy development and marine ecological protection, showcasing its commitment to sustainable marine development at the UN Ocean Conference in Nice, France [1][4]. Group 1: Clean Energy Initiatives - CGN has developed a total installed capacity of 4.74 million kilowatts in offshore clean energy, including nearly 20 offshore wind and solar projects, with an expected annual power generation of 14.8 billion kilowatt-hours, sufficient to meet the annual electricity needs of over 8 million households [2]. - The company has innovatively integrated offshore wind power with marine ranching, exemplified by the Laizhou 304MW offshore wind project, which promotes a symbiotic model of "blue energy + offshore grain warehouse" [2][3]. - CGN's offshore wind and marine ranching projects, such as the "Fuxi No. 1" platform in Guangdong, are designed to withstand typhoons and are expected to generate an annual output value of 54 million yuan [2]. Group 2: Marine Biodiversity Protection - The release of the "CGN Marine Biodiversity Protection White Paper" during the conference highlights CGN's practices in balancing clean energy development with marine ecological protection [4]. - CGN has established a comprehensive ecological monitoring and assessment system around its nuclear power bases, ensuring the growth of over 200 species of marine flora and fauna, including 15 species of coral [5]. - The company advocates for a "nature-positive" approach, focusing on proactive restoration rather than merely reducing damage, and has implemented dual mangrove protection mechanisms at its facilities [5]. Group 3: Global Collaboration and Recognition - Experts from the Green Ocean Institute and other organizations have praised CGN's innovative approach to integrating marine energy with ecological health, suggesting that similar practices could yield significant economic benefits in other regions, such as France [6]. - The "Blue Guardianship, Coexisting Future" exhibition showcased CGN's achievements in marine ecological protection, attracting global attention and highlighting the company's role in fostering collaboration between the corporate and scientific communities [8].
重大项目加快推进,民间投资信心增强
Di Yi Cai Jing· 2025-05-29 02:06
Group 1 - The core viewpoint emphasizes the importance of major projects in stabilizing economic operations, optimizing industrial structure, ensuring national security, and enhancing public welfare [1][4] - Fixed asset investment in China grew by 4.0% year-on-year from January to April, with infrastructure investment showing a significant increase of 5.8% [4] - The National Development and Reform Commission (NDRC) aims to complete the list of major construction projects by the end of June, focusing on "two重" projects [4] Group 2 - The Yantai Zhaoyuan 400 MW offshore photovoltaic project has successfully connected to the grid, marking a significant milestone in China's offshore photovoltaic development [3] - The Jiangxi Pengze cotton boat island wind power project has also connected to the grid, establishing the first "zero-carbon island" in the Yangtze River basin [3] - The average annual power generation of the Yantai project is expected to be 694 million kWh, reducing coal consumption by approximately 208,700 tons and CO2 emissions by about 535,800 tons [3] Group 3 - Private investment in major projects has shown stable growth, with a year-on-year increase of 0.2% from January to April, and a notable 5.8% growth when excluding real estate [6] - The NDRC is enhancing mechanisms for private enterprises to participate in national major projects, with private capital participation in nuclear power projects reaching 20% [6][7] - Local governments are actively promoting investment projects to attract private capital, with significant plans announced in provinces like Shaanxi and Hubei [7][8]
京津冀一周观察丨前4月京津冀出口创历史新高,邯郸通报生猪注水问题
Guan Cha Zhe Wang· 2025-05-21 02:16
Group 1: Economic Performance - The total import and export value of the Beijing-Tianjin-Hebei region reached 1.43 trillion yuan in the first four months of 2025, accounting for 10.1% of China's total during the same period, with exports hitting a record high of 445.46 billion yuan, a growth of 1.7% [1][2] - In April 2025, exports from the Beijing-Tianjin-Hebei region amounted to 121.66 billion yuan, marking a historical high for the same period, with an increase of 8%, the highest growth rate since June 2024 [1][2] Group 2: Technological Advancements - By the end of 2027, Beijing aims to achieve large-scale 5G applications, having already established over 140,000 5G base stations and more than 3.5 million 5G terminal connections [2] - The hydrogen energy industry is being prioritized in Beijing's 14th Five-Year Plan, focusing on key areas of the hydrogen supply chain, including production, storage, transportation, and refueling [4] Group 3: Renewable Energy Initiatives - Beijing and Xinjiang have successfully implemented a peak-shifting green electricity trading model, with 12 million kilowatt-hours of green electricity traded, primarily from photovoltaic power plants in Xinjiang [3] - The first offshore photovoltaic project in Hebei, with a total capacity of 1,800 megawatts, has entered large-scale construction, expected to generate approximately 2.75 billion kilowatt-hours annually, saving 840,000 tons of standard coal and reducing CO2 emissions by 2.1595 million tons [6] Group 4: Employment and Skills Development - Tianjin has launched a training initiative aiming to provide subsidized vocational skills training for over 100,000 individuals in 2025, focusing on advanced manufacturing, health care, and modern services [9] - The platform economy in Tianjin generated revenue of 157.8 billion yuan in the first quarter of 2025, reflecting a year-on-year growth of 23% [10] Group 5: Urban Development and Infrastructure - The 2025 Service Trade Fair will be held from September 10 to 14 at the Shougang Park, with over 30 countries and regions expressing intent to participate, aiming to enhance the event's international profile [5] - Hebei's port and shipping construction projects completed an investment of 1.84 billion yuan in the first quarter of 2025, achieving a year-on-year growth of 17.3% [8]
第一轮通知 | 2025(第五届)海洋清洁能源技术与装备高峰论坛
DT新材料· 2025-05-18 15:13
Core Viewpoint - The article highlights the significant advancements in China's marine clean energy sector, driven by the green low-carbon transition and "dual carbon" goals, showcasing the rapid development of offshore wind power, marine hydrogen, and offshore photovoltaic projects [1] Group 1: Industry Development - China's marine clean energy development capabilities have steadily improved, with notable achievements in offshore wind power, offshore photovoltaic projects, and marine energy [1] - The offshore wind power sector is experiencing continuous high growth, with a shift towards floating platforms and larger turbines [1] - Several coastal provinces have received approvals for offshore photovoltaic projects, leading to a surge in project initiation and production [1] - The Yangtze River Delta region, particularly Jiangsu Province, is highlighted for its significant potential in marine clean energy development, leveraging its strong marine vessel and offshore engineering equipment industry [1] Group 2: Forum and Events - A forum themed "Integrated Development · Innovation Driven" is scheduled to take place from July 23-25 in Nantong, featuring various activities including a youth scientist forum, industry development conferences, and technology exhibitions [1][2] - The forum will cover macro policies, industry advancements, and future trends, along with discussions on scientific frontiers and research achievements [6] - Specialized forums will focus on offshore wind power, offshore photovoltaic technology, marine energy, and marine hydrogen, addressing key technologies and engineering practices [7][8] Group 3: Reports and Industry Needs - The "2025 Marine Clean Energy Industry Report" aims to analyze the current state and challenges of China's marine clean energy industry, providing recommendations for healthy development [11] - A project map for global floating wind power will be updated to reflect the latest developments in Europe and Asia [11] - The forum will facilitate matching between suppliers and end-users in the marine clean energy sector, addressing challenges in large-scale development and green electricity consumption [11]
新能源,重大突破!
天天基金网· 2025-04-30 06:08
上天天基金APP搜索【777】领 98 元券包 ,优选基金10元起投!限量发放!先到先得! 新能源赛道传来重大利好。 今天,我国首个建设在高风速海域的海上光伏项目——三峡集团东山杏陈180兆瓦海上光伏电站项目在福建实 现全容量并网。该项目年平均可提供清洁电能约3亿千瓦时,每年可节约标准煤约9.02万吨、减排二氧化碳排 放约24万吨。 目前,海上光伏正成为能源转型的核心赛道之一。分析人士指出,在国家与地方政策推动下,海上光伏作为新 能源发展的新增长点,正处于由试点示范逐步迈向商业化运营的关键阶段。 前瞻产业研究院预测,海上光伏的大规模装机预计将在2025年至2027年期间加速推进,并在2030年前后实现全 面规模化发展。到2027年中国海上光伏总装机量将突破6000万千瓦(60GW),市场规模达2400亿元。 里程碑事件 据央视新闻,今天(4月29日),我国首个建设在高风速海域的海上光伏项目——三峡集团东山杏陈180兆瓦海 上光伏电站项目在福建实现全容量并网。 东山海上光伏项目位于福建省漳州市东山县海域,总装机容量180兆瓦。项目所在地太阳能资源丰富,但全年 风速都较大,最大风速超过48米/秒,这是我国首个建设 ...
4月30日财经热点解读:节前暗流涌动!三大信号预示五月变盘玄机
Sou Hu Cai Jing· 2025-04-30 00:59
Group 1: US Market Signals - The Dow Jones has experienced six consecutive days of gains, but underlying issues such as Microchip's poor performance indicate a valuation crisis in tech stocks, with server inventory turnover days rising to 92 days and a significant 18% reduction in orders due to delayed customer pickups [2] - Consumer confidence index has fallen below pandemic lows, with median disposable income decreasing by 4.2%, raising concerns that this data is more alarming than the Federal Reserve's interest rate hikes [2] Group 2: A-Share Market Dynamics - Kweichow Moutai reported contrasting results, with the price of its flagship product falling below 2500 yuan, while its series of wines achieved over 10 billion yuan in quarterly revenue, indicating a trend of high-end consumption downgrade and the emergence of the light luxury market as a new opportunity [3] - Vanke's impressive repayment rate of over 100% is misleading, as it relies heavily on asset disposals, having sold over 20 billion yuan in commercial real estate in three months, a common survival strategy among real estate companies [3] Group 3: Energy Sector Developments - The Three Gorges Group's Yangjiang project has successfully connected to the grid, becoming the world's first offshore photovoltaic power station in a typhoon zone, exceeding expected output by 15% under 12-level wind conditions, creating a market space of 240 billion yuan [4] - Beneficiaries of this technological breakthrough are not the component manufacturers but rather the corrosion-resistant support structures and flexible cables, with orders for the latter extending to 2026 [4] Group 4: Investment Strategies - Position management suggests reducing total holdings to 50%, with 20% allocated to Changjiang Electric (4.3% dividend yield and dual drivers from flood control and power generation) and China Shenhua (lowest pithead coal cost in the industry) [5] - Identifying undervalued opportunities includes semiconductor equipment leader AMEC, which secured a major order of 12 etching machines from Yangtze Memory Technologies, and SMIC, which is trading at a 32% discount on Hong Kong stocks [5] - A hedging strategy includes a 3% allocation to a gold ETF (Shandong Gold trading at a 38% discount in Hong Kong compared to A-shares) and a 2% allocation to a dollar-denominated money market fund [5] Group 5: Key Observations for May - The MLF operation on May 15 could lead to a valuation recovery in the consumer sector if interest rates are cut by more than 10 basis points [6] - The LPR quote on May 20, particularly a reduction in the 5-year rate, is expected to stimulate the home appliance and building materials sectors [6] - The Federal Reserve's minutes on May 23 will be closely monitored for indications of a "slower balance sheet reduction," which may present buying opportunities in tech stocks [6]
利好来了!新能源,重大突破!
券商中国· 2025-04-29 11:55
前瞻产业研究院预测,海上光伏的大规模装机预计将在2025年至2027年期间加速推进,并在2030年前后实现全 面规模化发展。到2027年中国海上光伏总装机量将突破6000万千瓦(60GW),市场规模达2400亿元。 里程碑事件 新能源赛道传来重大利好。 据央视新闻,今天(4月29日),我国首个建设在高风速海域的海上光伏项目——三峡集团东山杏陈180兆瓦海 上光伏电站项目在福建实现全容量并网。 今天,我国首个建设在高风速海域的海上光伏项目——三峡集团东山杏陈180兆瓦海上光伏电站项目在福建实 现全容量并网。该项目年平均可提供清洁电能约3亿千瓦时,每年可节约标准煤约9.02万吨、减排二氧化碳排 放约24万吨。 东山海上光伏项目位于福建省漳州市东山县海域,总装机容量180兆瓦。项目所在地太阳能资源丰富,但全年 风速都较大,最大风速超过48米/秒,这是我国首个建设在如此高风速海域的海上光伏项目。 目前,海上光伏正成为能源转型的核心赛道之一。分析人士指出,在国家与地方政策推动下,海上光伏作为新 能源发展的新增长点,正处于由试点示范逐步迈向商业化运营的关键阶段。 项目团队通过自主研发的"多桩+斜撑"整体支架结构和抗台风型 ...