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美、俄和欧洲在战争中,犯下一个巨大错误,就是低估了中国的强大
Sou Hu Cai Jing· 2025-10-09 15:22
这场世界级的博弈,没人想到结局会这么离谱。美、俄和欧洲各怀算盘:有人打仗、有人制裁、有人做道义的仲裁者。结果他们一通操作后发现——芯片、 电池、矿石、原油的命门,全在中国手里。曾经喊着"脱钩"的人,如今正排队买中国产材料。中国没在前线放一枪,却成了这场战争里的"隐形赢家"。 时间回到2023年,那时候美欧以为制裁俄罗斯能迅速扼住能源命脉,顺带切断中国在全球产业链的影响力。可没想到,刚一开局,现实就啪啪打脸。中国在 关键原材料上的主导地位,让世界的工业体系像离开Wi-Fi的手机——卡顿到崩溃。 镓、锗、石墨这三个词在那年成了国际新闻的高频词。中国宣布出口许可制度后,欧美芯片与新能源工厂一夜紧张。镓用在红外夜视与雷达,锗是光纤和太 阳能必备,石墨则是电动车电池的"灵魂"。有人讽刺说:全球都在谈能源转型,结果转来转去,又要看中国批不批货。 美国那边不服气。2024年5月,华盛顿加征对华关税,电动车税率翻到100%,还拉上半导体、关键矿产、太阳能板一起加码。官方说要"保产业安全",可业 内心里都明白,这更像是承认——靠自己造不出来。欧洲情况也不妙,德国汽车巨头发现,断了中国供应链,连新款电池测试都得延后。 更尴尬的是 ...
光伏产业链涨价潮起融资资金加仓22股
Zheng Quan Shi Bao· 2025-10-08 17:38
四季度资本市场的布局窗口已然开启,市场焦点正从估值修复转向具备明确增长逻辑的产业赛道。 从"实验室"走向"应用场"的人形机器人、在深远海实现技术突破的风电产业、价格触底反弹的光伏板 块,三大赛道齐头并进,把握科技突破与能源转型中的结构性机遇,或将成为穿越市场波动的关键。 今年以来,光伏行业"反内卷"相关政策持续推进,产业链各条线价格自底部反弹,行业有望迎来盈利修 复。 9月以来,光伏产业链个股股价表现亮眼,统计显示,光伏概念股9月平均上涨7.82%,跑赢沪深300约4 个百分点,阳光电源、聚和材料、晶盛机电9月涨幅均在50%以上。 太阳能装机热潮持续 国家能源局数据显示,太阳能发电为当前新增发电装机的绝对主力。今年1—8月,全国太阳能发电装机 容量新增2.31亿千瓦,同比增加9062万千瓦,占全部新增发电装机容量的66.81%。截至8月底,太阳能 发电装机容量11.2亿千瓦,首次突破11亿千瓦,同比增长48.5%,太阳能发电装机显示出强劲的增长势 头。 9月以来,光伏产业链价格持续走高。数据显示,截至9月25日,硅料方面,多晶硅(致密料)现货价格 为51元/千克,较上半年末上涨45.71%;硅片方面,182— ...
光伏产业链涨价潮起 融资资金加仓22股
Zheng Quan Shi Bao· 2025-10-08 17:32
今年以来,光伏行业"反内卷"相关政策持续推进,产业链各条线价格自底部反弹,行业有望迎来盈利修 复。 四季度资本市场的布局窗口已然开启,市场焦点正从估值修复转向具备明确增长逻辑的产业赛道。 从"实验室"走向"应用场"的人形机器人、在深远海实现技术突破的风电产业、价格触底反弹的光伏板 块,三大赛道齐头并进,把握科技突破与能源转型中的结构性机遇,或将成为穿越市场波动的关键。 9月以来,光伏产业链个股股价表现亮眼,统计显示,光伏概念股9月平均上涨7.82%,跑赢沪深300约4 个百分点,阳光电源(300274)、聚和材料、晶盛机电(300316)9月涨幅均在50%以上。 长江证券研报认为,受到碳中和政策影响,过去10年国内光伏新增装机量保持高于全球的增速飞速增 长,带动相关光伏组件需求量快速增长。展望未来,根据彭博中性预期,2024—2025年,预计全球光伏 装机量仍然保持10%以上增速,国内需求增速或有所放缓,大约保持5%的需求增速。 产品价格底部反弹 9月以来,光伏产业链价格持续走高。数据显示,截至9月25日,硅料方面,多晶硅(致密料)现货价格为 51元/千克,较上半年末上涨45.71%;硅片方面,182—183 ...
“丰收消费”打造农文旅融合新场景、新业态 打开田间地头增收新空间
Yang Shi Wang· 2025-10-08 05:55
央视网消息:国庆中秋假期,恰逢金秋丰收季。中国旅游研究院最新调度显示,全国多地推出"丰收体验游",预计带动乡村旅游人次大幅 增长,不断上新的新场景、新业态,打开田间地头增收新空间。 秋风到,枫叶红,河南宝泉大峡谷的小松鼠收到了"季节通知"。小家伙们在眼前这个木屋里找到了新的"游乐场",怀抱着来自太行山"地 产"的花生和板栗窜来窜去,南来北往的游客跟着它们节奏,找寻太行山的"丰收果实"。眼前这个"晒秋小院",走进去就像闯进了太行的丰收 调色盘,辣椒红、玉米黄,晒出太行的丰收味儿。 文旅大数据显示,双节期间,全国超500条乡村旅游示范线路持续升温。在四川盐亭、山东武城等地"亲子农耕体验""农家院团圆饭"等项 目成为游客首选;在江苏盐城阜宁金沙湖和苏州太仓庆丰村,打年糕、音乐市集、主题沙雕、稻田艺术画等丰富多彩的农文旅融合项目,带动 农民增收。 边唱边跳的朱玉萍老人今年已经六十多岁了,既是延安南泥湾的本地农民,也是这里的"乡村新导游"。 科技赋能、稻田焕新,"种地"有新法子。南泥湾开发区携手黑龙江北大荒集团,"数字种田"落地,"寒地粳稻"生根,"稻渔共生"互补。这 里还不断迎来新"住客",朱鹮种群北迁安家落户延安后 ...
“新基建”激活“新动能” 看乡村都有哪些“新科技”
Yang Shi Wang· 2025-10-07 23:25
"晒晒太阳"就能玩转村庄。走进江苏苏州常熟蒋巷村,最先"抓住"游客眼球的是眼前这些"长"在屋顶、步道和树上的"光伏板"。光伏步道两侧,光伏板缝隙 里嵌着微型气象站,实时监测光照强度、温度湿度,数据传回供电部门打造的"能源大脑"后,系统会自动优化发电效率。 游客 季先生:正好我手机也没有电了,这个座椅可以无线充(电)蛮方便的,而且这个是光伏板发电,就是很环保。 在四川成都新津天府农博园,巨幅稻田画大熊猫成为大地画卷的新主题。收割后的稻谷快速进入粮仓之后,地里的秸秆也没浪费,通过文创师的一双巧手与 现代工艺的结合,小小的稻草和秸秆迎来了华丽"变身":"川剧变脸"、"哪吒脑海"等创意造型,在东部新区世博园打造出一个"巨型稻草人王国"。 四川天府农耕文化研究中心学术委员会委员 袁周平:从"田间废料"到"创意原料","秸秆变形记"是大地回馈的绿色智慧。下一步,我们将结合农耕文化和园 区产业特色,引入更多科技元素,比如利用3D打印技术制作个性化稻草人,开发稻草人主题的AR互动体验等等,让更多人感受到乡村的魅力与活力。 央视网消息:这个假期,乡村"新科技"扎堆涌现,"新基建"激活"新动能"让乡村绿色生活看得见摸得着。 在甘 ...
金融“沉”下去 老区“兴”起来
Jin Rong Shi Bao· 2025-09-30 03:40
三晋大地红色底蕴深厚,从武乡八路军总部的烽火岁月到左权十字岭的英雄壮歌,再到阳泉百团大战的 辉煌战绩、兴县蔡家崖晋绥边区的峥嵘过往,山西革命老区既承载着厚重的历史记忆,又在新时代振兴 征程中满怀发展期待。建行山西省分行立足这片红色的热土,创新金融产品与服务模式,下沉服务重 心,助力老区产业转型发展,让革命老区的高质量发展之路越走越坚实。 光伏添翼 赋能乡村 在太行山深处的武乡县,一场绿色能源革命正在这片红色热土上蓬勃展开。蟠龙镇红龙山上,绵延数里 的蓝色光伏板在阳光下熠熠生辉,犹如一块块铠甲镶嵌在山间,勾勒出一幅"板上发电、板下种植"的生 态画卷。 华电福新武乡光伏一体化项目是当地绿色转型的重点工程,总投资5亿元,在蟠龙镇建设"光伏+农业"基 地。项目推进过程中,因资源配置和维护成本高、大量雇用当地劳动力等因素出现资金紧缺情况,一度 停滞不前。 注入金融活水后,该项目实现民生、产业、生态三重效益:为6万居民提供稳定供热,室温达标率保持 100%;助力腐竹厂日产能提升30%,乳胶品次品率下降15%;年减排二氧化硫800吨,节约标煤3万吨, 打造了能源循环利用的示范样板。如今,华能热电联产项目源源不断地为这座英雄 ...
布局“九大航道”,加速驶向“深蓝”
Qi Lu Wan Bao· 2025-09-25 23:27
Core Viewpoint - The article highlights the strategic development of the marine economy in Jimo District, Qingdao, aiming for high-quality growth through technological innovation and the establishment of a modern marine industry system by 2027 [1][2][4]. Summary by Relevant Sections Marine Economy Development - By 2027, Jimo is expected to have over 255 marine-related enterprises and more than 90 high-tech marine companies, with a marine production value reaching 778 billion yuan, maintaining an annual growth rate of around 7% [1]. - In 2024, the marine production value is projected to be 635 billion yuan, reflecting a year-on-year growth of 7.4% [1]. Emerging Industries - The "4+3+2" modern marine industry system includes four emerging industries: marine renewable energy, marine equipment, marine pharmaceuticals and bioproducts, and marine new materials [2][3][4]. - The Jimo offshore photovoltaic project, the first of its kind in China, plans to construct a 1.15 million kW pile-based photovoltaic power generation project, expected to generate approximately 1.07 billion kWh of green electricity annually [2]. Marine Equipment Industry - The Jimo marine equipment industry is highlighted by the successful delivery of the fourth bulk carrier for Sea Tankers, positioning the area as a leading base for shipbuilding [3]. - The focus is on high-tech and high-value shipbuilding, with plans to develop underwater robots and other advanced marine equipment [3]. Marine Pharmaceuticals and New Materials - Jimo aims to foster innovation in marine pharmaceuticals, with projects like the development of new products from marine brown algae and the approval of generic drugs [4]. - The marine new materials sector is advancing with key projects such as the Qingdao Blue Valley Membrane Technology Industrial Park [4]. Traditional Industries - Jimo is also leveraging traditional marine industries like tourism, fisheries, and transportation to support the transition to new economic models [6][7]. - The construction of a national underwater archaeology museum is expected to enhance the traditional marine tourism sector [6]. Business Environment and Support - The district is enhancing its business environment through initiatives like the "iQing" marine service brand, which aims to support marine enterprises with financial incentives and project assistance [8][9]. - The government is actively engaging with enterprises to improve project application quality and support [9]. Future Directions - Jimo is targeting future industries such as deep-sea development and marine information technology, with plans to establish a deep-sea technology research and development system [7]. - The district is committed to fostering a collaborative environment for talent and technology exchange to support the marine economy [9].
通讯:光伏治沙的鄂尔多斯实践
Zhong Guo Xin Wen Wang· 2025-09-25 11:54
Core Viewpoint - The article highlights the successful implementation of photovoltaic (PV) technology in combating desertification in the Kubuqi Desert, Inner Mongolia, showcasing its dual benefits of energy generation and ecological restoration [1][4]. Group 1: Project Overview - The Kubuqi Desert PV project, initiated in June 2022, is expected to generate an average of 4.1 billion kilowatt-hours of electricity annually, equivalent to saving 1.23 million tons of standard coal and reducing carbon dioxide emissions by 3.198 million tons [1]. - The project also aims to alleviate sediment load in the Yellow River by 2 million tons each year [1]. Group 2: Economic Impact - Local farmers have benefited economically from the PV project, with one farmer reporting an income of 50,000 yuan from cultivating vegetables on 12 acres of land under the PV panels [1]. - The organic tomatoes grown under the PV panels can be sold for at least 20 yuan per kilogram in Shanghai, indicating a profitable agricultural venture [1]. Group 3: Environmental Benefits - The PV panels serve multiple functions: stabilizing sand, conserving water, and creating a microclimate conducive to plant growth, thus promoting sustainable desert management [3]. - The integration of solar water pumps and precision drip irrigation has effectively addressed irrigation challenges in arid regions [4]. Group 4: Future Developments - The city of Ordos is planning to establish a "PV Great Wall" for desertification control, which will also serve as a green energy corridor, contributing to energy transition and local economic benefits [4].
这座苏北城市,如何成为“海上风电第一城”?
Zhong Guo Jing Ji Wang· 2025-09-23 12:43
地处黄海之滨的江苏盐城,是一片一直向海生长的土地。南边的长江,北边的淮河,穿过高山、越过原 野,将从上游裹挟而来的泥沙带到黄海,淤沙成地。这块土地上日新月异的绿色变革、正在崛起的产业 高地引人注目。 盐城在经济大省江苏风头正健。去年,该市地区生产总值位列全国大中城市第39位,服务业增加值、工 业技改投资、社会消费品零售总额等多项指标增速居全省前列。光伏、风电等新能源产业集群积厚成 势,将盐城坐标嵌入了世界新能源产业的版图。 这里不仅有海与陆的际会、南与北的交融,更有血与火的淬炼。作为新四军重建军部所在地,热血铸就 的"铁军精神"已成为城市的精神品质。这片土地上的人们,感念习近平总书记到盐城考察新四军纪念馆 时的语重心长,正在为经济大省挑大梁攒起万千力量。 | | | 为何盐城的绿是世界的潮 驱车穿行盐城沿海公路,只见风机在海天间轻盈旋转,光伏板在骄阳下熠熠生辉。吹过盐城的那阵风、 洒下的那缕阳光,正在为这座城市充电。 走进盐城大丰港零碳产业园,能碳智慧管理平台上,园区"源网荷储"一体化新型电力系统运行情况一目 了然。在盐城,绿电通过国网变电站汇集专线输送至园区、企业……作为长三角地区首个千万千瓦新能 源发电城 ...
“风光”无限、追“风”逐“日” 新疆戈壁滩上“绿电”奔腾
Yang Shi Wang· 2025-09-22 08:14
Group 1 - Xinjiang's total installed power capacity has surpassed 200 million kilowatts, with renewable energy accounting for approximately 60%, making it the largest power source in the region [1] - Hami is the first million-kilowatt wind power base in Xinjiang, featuring nearly 8,000 wind turbines that have been upgraded over 15 years, with the latest 9-megawatt turbine capable of generating significant energy [3] - Xinjiang experiences over 300 days a year where photovoltaic power stations can operate effectively for more than 6 hours, with a 2.58 square meter solar panel generating enough energy to run a 1.5-horsepower air conditioner for 4 hours [5] Group 2 - A solar thermal energy storage matrix, consisting of 264,000 mirrors, captures solar energy during the day and converts it into electricity at night, enabling 24-hour power generation [7] - The Fukang pumped storage power station, the first of its kind in Northwest China, can sustain power generation for 6 hours and meets the annual electricity needs of 2 million households [9] - The Balykunchu converter station serves as the starting point for electricity transmission from Xinjiang to Chongqing, with 70% of the electricity being clean energy, significantly reducing coal consumption and emissions [11] Group 3 - Since 2010, Xinjiang has established five external power transmission channels, exporting over 950 billion kilowatt-hours of electricity to 22 provinces, showcasing the region's potential for green development [13]