当光伏板开始在太原武宿国际机场的跑道边缘铺设，这座承载着山西70%航空运量的交通枢纽，正成为 中国资源型地区转型的最新观测点。 金砖国家新开发银行（NDB）于2025年7月14日正式批复14.48亿元人民币主权贷款，为这座"全球领先 零碳机场"的建设注入关键资金——这也是山西省迄今首次利用金砖国家新开发银行资金、 单笔外贷金 额最大的国际绿色基建融资。 资金结构清晰地勾勒出项目的战略优先级。该项目总投资为18.6亿元人民币，其中新开发银行融资初始 限额和当前限额均为14.48亿元人民币，剩余部分由国内配套资金4.12亿元人民币承担。该项目属于清洁 能源与能源效率领域的运作类型，为主权项目，项目实体包括山西省人民政府、山西航空产业集团以及 山西航产新能源公司。该项目于2024年6月21日获得概念批准，并于2025年7月14日获得融资批准，目前 项目总结已正式进入公共披露阶段。 山西长期作为中国最大的煤炭生产基地，碳密集型产业占比较高。为实现国家"双碳"目标，该省正积极 推动能源结构转型。太原武宿国际机场目前年旅客吞吐量已超过原设计容量的两倍，三期改扩建工程完 成后，年旅客吞吐能力将提升至4000万人次。若不改变 ...

12月26日，禾迈股份盘中上涨2.02%，截至10:04，报98.61元/股，成交3566.06万元，换手率0.29%，总 市值122.35亿元。 资金流向方面，主力资金净流入44.97万元，大单买入498.16万元，占比13.97%，卖出453.19万元，占比 12.71%。 禾迈股份所属申万行业为：电力设备-光伏设备-逆变器。所属概念板块包括：储能、逆变器、太阳能、 光伏玻璃、中盘等。 截至9月30日，禾迈股份股东户数1.02万，较上期增加3.82%；人均流通股12134股，较上期减少3.68%。 2025年1月-9月，禾迈股份实现营业收入13.23亿元，同比增长4.57%；归母净利润-5911.54万元，同比减 少124.07%。 分红方面，禾迈股份A股上市后累计派现13.06亿元。近三年，累计派现11.86亿元。 责任编辑：小浪快报 禾迈股份今年以来股价跌9.92%，近5个交易日涨2.72%，近20日跌0.16%，近60日跌11.74%。 资料显示，杭州禾迈电力电子股份有限公司位于浙江省杭州市拱墅区康桥街道候圣街99号财智顺丰创新 中心5幢6层，成立日期2012年9月4日，上市日期2021年12月20 ...

打向未来的光： 材料、技术与场景的三重跃迁 "澳门积极响应国家号召，目前本地的燃油发电比例已经从100%降低到6.6%，并积极推广光伏发电系 统。"澳门大学电机及电脑工程系教授戴宁怡分享，澳门受土地限制，可利用的屋顶资源有限，因此他 们利用高精度气象预测和能源管理系统提升光伏出力的可利用率。这一模式为大湾区其他高密度城市提 供了有益借鉴。 对于大湾区这样一个制造业高度集中的区域来说，能源领域的存量提效有着现实而直接的意义。一方 面，短期内它是"最划算"的减排路径——不需要等待大型新能源项目建成，就能通过软硬改造获得立竿 见影的减碳效果；另一方面，它又倒逼企业在数字化基础设施、智能感知系统上的投入，为后续更复杂 的能源系统协同打下底层基础。 相比存量系统的"深挖内潜"，有关新能源与新材料的讨论则更像是一束束打向未来的光。论坛现场，新 型储能、氢能、高效电机与功率电子等关键词频繁出现。但真正值得注意的，是材料、技术与应用场景 正在发生的"三重跃迁"。 第一重，是材料本身性能的跃迁。一位从事新型光伏材料研究的专家强调了"钙钛矿叠层"作为提升效率 的重要途径，并提到叠层结构能突破传统硅基效率瓶颈，让发电效率再一次"破 ...

融券方面，禾迈股份12月23日融券偿还1000.00股，融券卖出1069.00股，按当日收盘价计算，卖出金额 10.15万元；融券余量2.95万股，融券余额280.44万元，超过近一年70%分位水平，处于较高位。 责任编辑：小浪快报 资料显示，杭州禾迈电力电子股份有限公司位于浙江省杭州市拱墅区康桥街道候圣街99号财智顺丰创新 中心5幢6层，成立日期2012年9月4日，上市日期2021年12月20日，公司主营业务涉及光伏逆变器、储能 逆变器等电力变换设备和电气成套设备及相关产品的研发、制造与销售。主营业务收入构成为：微型逆 变器及监控设备44.39%，光伏发电系统34.92%，储能系统18.70%，其他1.68%，非合同产生的收入 0.30%。 12月23日，禾迈股份跌0.88%，成交额3555.14万元。两融数据显示，当日禾迈股份获融资买入额403.14 万元，融资偿还497.37万元，融资净买入-94.23万元。截至12月23日，禾迈股份融资融券余额合计3.52 亿元。 截至9月30日，禾迈股份股东户数1.02万，较上期增加3.82%；人均流通股12134股，较上期减少3.68%。 2025年1月-9月，禾 ...

"我们在每栋住宅楼的屋顶都铺设了光伏板。"在沣和苑，单栋住宅楼光伏发电系统装机容量约为 3.3kW，年可发电量预计为3465kWh，仅单栋住宅楼的光伏系统年发电量就可满足公共区域照明用电需 求，"进一步压缩社区公共能耗成本，为绿色低碳再助力。" 在社区内，施工团队还构建起了一套完整的海绵城市系统，让社区能像海绵一样呼吸、存蓄并净化雨 水。"这套系统不仅能有效防涝，回收的雨水还可用于绿化灌溉，年均节水量超过千吨。"党琅介绍，通 过透水铺装、雨水花园等设计，沣和苑可实现雨水的"弹性管理"，将大部分降水就地消纳和利用，构建 起良性循环的社区微生态。 来源：环球网 12月14日，位于陕西西咸新区沣东新城的沣和苑保障房项目，干热岩钻机轰鸣阵阵，一口地热能探井正 向位于地下2700米的目的层钻进。 "目前，钻机已深入至地下2650米。"沣和苑项目施工员党琅介绍，沣和苑保障房项目采用中深层干热岩 垂直井同轴套管换热系统，通过钻机向地下高温岩层钻孔，借助换热器传导将地下深处的热能导出，再 经过专用连接设备向地面建筑供能，进行热量的循环交换。 "干热岩是天然的'锅炉房'，用它供热，'取热'不取水，供暖不冒烟。"党琅介绍，中深层 ...

中化新网讯 近日，国际可再生能源机构(IRENA)发布了《2025年全球能源转型融资趋势》报告。报告指 出，2024年全球用于支持能源转型的技术投资达到创纪录的2.4万亿美元，较2022至2023年平均水平增 长20%。 其中，可再生能源技术投资达创纪录的8070亿美元，但与上一年相比，增速已放缓至7.3%(上一年为 32%)，照此速度，到2030年"可再生能源发电能力翻倍"的全球目标将无法实现。 报告显示，可再生能源、电网和电池储能设施的总投资已超过化石燃料投资;光伏发电系统投资同比增 长49%，达到5540亿美元;90%的能源转型投资集中在发达国家和中国。IRENA还指出，新兴市场和发展 中国家的债务负担可能会加剧，并强调增加融资以及多边和双边合作对于实现公平的能源转型至关重 要。 ...

Core Viewpoint - HeMai Co., Ltd. has experienced a significant decline in stock price, dropping 5% on November 21, with a cumulative decline of 9.22% over four consecutive days, indicating potential concerns among investors [1][2]. Company Overview - HeMai Co., Ltd. is located in Hangzhou, Zhejiang Province, and was established on September 4, 2012. The company went public on December 20, 2021. Its main business involves the research, development, manufacturing, and sales of power conversion equipment, including photovoltaic inverters and energy storage inverters [1]. - The revenue composition of HeMai Co., Ltd. is as follows: micro-inverters and monitoring equipment account for 44.39%, photovoltaic power generation systems for 34.92%, energy storage systems for 18.70%, other products for 1.68%, and non-contractual income for 0.30% [1]. Fund Holdings - According to data, one fund under the management of Fortune Fund holds shares in HeMai Co., Ltd. The Fortune SSE STAR Market Composite Price ETF Link A (023737) held 1,025 shares in the third quarter, unchanged from the previous period, representing 0.05% of the fund's net value [2]. - The estimated floating loss for the fund today is approximately 5,412 yuan, with a total floating loss of 11,000 yuan during the four-day decline [2]. - The fund was established on April 9, 2025, with a current scale of 114 million yuan and has achieved a return of 31.48% since inception [2].

Core Viewpoint - HeMai Co., Ltd. experienced a stock price decline of 2.06% on November 18, with a current price of 112.18 CNY per share and a total market capitalization of 13.919 billion CNY [1] Group 1: Stock Performance - Year-to-date, HeMai's stock price has increased by 2.48%, with a recent 5-day decline of 2.24% and a 20-day increase of 4.86% [2] - As of September 30, the number of shareholders increased by 3.82% to 10,200, with an average of 12,134 circulating shares per person, a decrease of 3.68% [2] Group 2: Financial Performance - For the period from January to September 2025, HeMai reported a revenue of 1.323 billion CNY, reflecting a year-on-year growth of 4.57%, while the net profit attributable to shareholders was a loss of 59.115 million CNY, a decrease of 124.07% year-on-year [2] - The company has distributed a total of 1.306 billion CNY in dividends since its A-share listing, with 1.186 billion CNY distributed over the past three years [3] Group 3: Business Overview - HeMai Co., Ltd. specializes in the research, development, manufacturing, and sales of power conversion equipment, including photovoltaic inverters and energy storage inverters [2] - The company's revenue composition includes micro-inverters and monitoring equipment (44.39%), photovoltaic power generation systems (34.92%), energy storage systems (18.70%), and other sources (1.68%) [2] - HeMai is categorized under the Shenwan industry classification of electric power equipment, specifically photovoltaic equipment and inverters, and is associated with concepts such as mid-cap, photovoltaic glass, energy storage, solar energy, and specialized new [2]

Core Viewpoint - HeMai Co., Ltd. experienced a stock price decline of 2.11% on November 17, with a current price of 113.86 CNY per share and a market capitalization of 14.127 billion CNY [1] Group 1: Stock Performance - Year-to-date, HeMai's stock price has increased by 4.01%, with a 2.12% rise over the last five trading days, 6.37% over the last 20 days, and 0.91% over the last 60 days [2] - As of September 30, the number of shareholders increased by 3.82% to 10,200, while the average circulating shares per person decreased by 3.68% to 12,134 shares [2] Group 2: Financial Performance - For the period from January to September 2025, HeMai reported revenue of 1.323 billion CNY, representing a year-on-year growth of 4.57%. However, the net profit attributable to shareholders was a loss of 59.1154 million CNY, a decrease of 124.07% compared to the previous year [2] Group 3: Business Overview - HeMai Co., Ltd. specializes in the research, development, manufacturing, and sales of power conversion equipment, including photovoltaic inverters and energy storage inverters. The revenue composition includes micro-inverters and monitoring equipment (44.39%), photovoltaic power generation systems (34.92%), energy storage systems (18.70%), and other sources (1.68%) [2] - The company is categorized under the Shenwan industry classification of electric power equipment, specifically photovoltaic equipment and inverters, and is associated with concepts such as mid-cap, photovoltaic glass, energy storage, specialized and innovative, and solar energy [2] Group 4: Dividend Information - Since its A-share listing, HeMai has distributed a total of 1.306 billion CNY in dividends, with 1.186 billion CNY distributed over the past three years [3]

Core Insights - The company emphasizes the integration of green development concepts with customer-centric service, aiming to enhance operational efficiency while protecting the environment [1][2] - The implementation of advanced technologies and energy-efficient practices is a priority, ensuring stable communication services and reducing operational costs [1][2] Group 1: Green Development Initiatives - The company has deployed photovoltaic systems at communication base stations, creating a clean energy supply model that significantly reduces energy consumption and enhances communication reliability during extreme weather [2] - A comprehensive system of "intelligent energy saving + technological energy saving + management energy saving" has been established, optimizing electricity usage and reinvesting savings into network construction and service upgrades [2] Group 2: Technological Upgrades - The introduction of smart control systems allows for automatic adjustment of air conditioning based on demand, minimizing unnecessary energy consumption while ensuring optimal operating conditions for equipment [1] - The company is actively replacing outdated high-energy-consuming equipment to improve service speed and stability, achieving dual upgrades in energy efficiency and customer experience [1] Group 3: Commitment to Sustainability - The company promotes a green low-carbon philosophy, encouraging employee and public participation in environmental protection initiatives [2] - Future plans include deepening research and application of green technologies to build an efficient, environmentally friendly, and intelligent communication network, benefiting both customers and the broader community [2]