未来，长荣集团将利用金昌市优质的光照资源和区域优势，依托在高端装备制造领域的经验积累和技术 优势，打造"新能源装备+光伏组件生产+光伏发电项目"的示范案例。光伏电站投入运营后，将为长荣 集团带来长期稳定的绿色能源收益。 根据此前签署的协议，双方将共同出资6000万元设立项目公司，其中长荣集团持股95%，金昌建投持股 5%。项目位于甘肃省金昌市金川区西坡光伏园区，金昌市属于国家级光伏一类资源区，年平均日照辐 射6200兆焦/平方米，年平均日照2955小时，光能资源得天独厚，具备发展大规模光伏电站的优越自然 条件。项目计划建设时间为2025年12月—2026年9月;建设规模为建设装机容量共达100MW;主要建设内 容包括光伏列阵、35kV集电线路、配套7.5MW/30MWh储能电站、道路及其他配套设施等。这标志着长 荣股份在甘肃省金昌市布局的第二个100兆瓦地面光伏电站项目正式启动。 公告表示，公司控股子公司甘肃建荣100兆瓦光伏电站项目取得了相关投资项目信用备案证，是甘肃建 荣光伏电站项目的关键节点，推动了公司新能源业务稳步实施，促进公司新能源业务的良性发展，增强 公司可持续发展能力。项目建成并网发电后将对公司 ...

Key Points - The national electricity market transaction volume in October increased by 7.9% year-on-year, with a total of 563.8 billion kWh traded, marking a 15.6% increase compared to the previous year [2] - The green certificate issuance reached 2.478 billion units in the first ten months of 2025, with 370 million units issued in October alone, indicating a strong growth in renewable energy projects [2] - The southern five provinces of China experienced a 10% year-on-year increase in electricity consumption in October, marking the first double-digit growth since February [3] - The first carbon-neutral demonstration project in the postal and express delivery industry in Jiangsu has been launched, expected to consume approximately 75 million kWh of green electricity annually and reduce carbon emissions by about 60,000 tons [4] - The Anhui-Hubei back-to-back interconnection project has received approval from the National Development and Reform Commission, laying a solid foundation for its subsequent construction [4] - The world's first 630℃ ultra-supercritical secondary reheating national power demonstration project has completed the main equipment delivery, featuring the highest pressure, temperature, efficiency, and lowest coal consumption for a single-shaft 1 million kW unit [6]

根据此前签署的协议，双方将共同出资6000万元设立项目公司，其中长荣集团持股95%，金昌建投持股 5%。项目位于甘肃省金昌市金川区西坡光伏园区，金昌市属于国家级光伏一类资源区，年平均日照辐 射6200兆焦/平方米，年平均日照2955小时，光能资源得天独厚，具备发展大规模光伏电站的优越自然 条件。项目计划建设时间为2025年12月—2026年9月；建设规模为建设装机容量共达100MW；主要建设 内容包括光伏列阵、35kV集电线路、配套7.5MW/30MWh储能电站、道路及其他配套设施等。这标志着 长荣股份在甘肃省金昌市布局的第二个100兆瓦地面光伏电站项目正式启动。 公告表示，公司控股子公司甘肃建荣100兆瓦光伏电站项目取得了相关投资项目信用备案证，是甘肃建 荣光伏电站项目的关键节点，推动了公司新能源业务稳步实施，促进公司新能源业务的良性发展，增强 公司可持续发展能力。项目建成并网发电后将对公司经营业绩产生积极影响。 11月25日，长荣股份（300195）发布公告，公司控股子公司甘肃建荣科技发展有限责任公司(以下简 称"甘肃建荣")于日前取得金昌市发改委分别为"甘肃建荣西坡5万千瓦光伏项目(西坡一)"和"甘肃建 ...

Core Viewpoint - The article highlights the strategic collaboration between CATL and Wuliangye Group, focusing on the development of a zero-carbon ecosystem and the promotion of electric transportation, which aims to enhance the green energy infrastructure and contribute to China's carbon neutrality goals [3][4][8]. Group 1: Strategic Collaboration - CATL and Wuliangye Group have established a strategic partnership to create a zero-carbon park, utilizing existing industrial parks for green energy infrastructure upgrades [3]. - The collaboration will prioritize the use of CATL's battery products in Wuliangye's logistics and transportation, including the exploration of battery swapping demonstration routes [4]. - Both companies aim to enhance battery material research and development, optimizing energy structures and promoting green production models in the traditional liquor industry [4][8]. Group 2: Zero-Carbon Initiatives - CATL has signed a strategic cooperation agreement with the Yibin Municipal Government to develop a "zero-carbon Yibin" initiative, focusing on zero-carbon industries, energy, cities, and intelligence [4][5]. - The plan includes establishing national-level zero-carbon park pilots and promoting energy-saving transformations in high-energy-consuming enterprises [4][7]. Group 3: Production Capacity and Technological Advancements - CATL's Yibin base is set to become the largest single production facility globally, with a planned capacity of 180 GWh by 2025 and a total capacity exceeding 300 GWh upon completion [7]. - The facility boasts a 95% automation level and aims to reduce average energy consumption by 52% compared to 2021 [7]. - CATL's Yibin base has been recognized as the world's first "zero-carbon factory" and a national intelligent manufacturing benchmark factory [7]. Group 4: Industry Impact and Future Outlook - The collaboration and initiatives in Yibin are expected to solidify CATL's leadership in the global battery industry while promoting Yibin as a model city for zero-carbon economy and green manufacturing [8]. - The strategic model of CATL, which integrates strategic goals, technological innovation, and ecological co-construction, is set to lead the industry towards a greener future and contribute to global carbon neutrality efforts [8].

格隆汇11月25日丨长荣股份(300195.SZ)公布，控股子公司甘肃建荣科技发展有限责任公司（简称"甘肃 建荣"）于2025年11月25日取得金昌市发展和改革委员会分别为"甘肃建荣西坡5万千瓦光伏项目（西坡 一）"和"甘肃建荣西坡5万千瓦光伏项目（西坡二）"出具的"甘肃省投资项目信用备案证"。公司控股子 公司甘肃建荣100兆瓦光伏电站项目取得了相关投资项目信用备案证，是甘肃建荣光伏电站项目的关键 节点，推动了公司新能源业务稳步实施，促进公司新能源业务的良性发展，增强公司可持续发展能力。 项目建成并网发电后将对公司经营业绩产生积极影响。 ...

11月24日，内蒙古自治区党委关于制定国民经济和社会发展第十五个五年规划的建议发布，其中提出， 如期打赢"三北"工程攻坚战。高质量建设黄河"几字弯"绿化带、淤地坝、光伏治沙带、沙漠锁边林草 带"四道防线"，推进毛乌素沙地歼灭战。 光伏治沙的"板上发电、板下修复"模式能实现生态与经济双赢。这类兼具新能源运营和沙化土地治理能 力的企业，在内蒙古光伏治沙带建设中，既能获得新能源发电收益，还可能享受生态治理专项补贴，盈 利确定性较强。 2025年11月24日，午后A股三大指数集体翻红，光伏ETF华夏（515370）上涨0.23%，持仓股微导纳 米、阿特斯、德业股份涨超3%。 光伏ETF华夏（515370）跟踪中证光伏产业指数，涉及光伏产业链上、中、下游企业，包括硅片、多晶 硅、电池片、电缆、光伏玻璃、电池组件、逆变器、光伏支架和光伏电站等，能够更好的反映光伏产业 整体表现。 （文章来源：每日经济新闻） ...

Core Insights - China Petroleum & Chemical Corporation (Sinopec) has been recognized for its innovative practices in climate action, with two of its projects selected for international case studies at COP30 in Brazil [1][2] Group 1: Case Studies - The "Energy to Clean, Life to Beautiful, Actively Build Carbon Neutral" project by Sinopec's Hainan Petroleum was included in the "2025 Beautiful China: Typical Cases of Green Space Users" collection, featuring a solar power station with a capacity of 261.45 kW and a total installed capacity of 7.9 MW across 214 energy stations, generating nearly 20 million kWh [1] - The "Empowering 'Oriental Hydrogen Island' to Create a New Benchmark for Zero Carbon" project by Sinopec's Qingdao Refining and Chemical was included in the "2025 Corporate (Park) Climate Action Case Collection," showcasing the first factory-based seawater hydrogen production project and the first floating photovoltaic power station in a seawater environment in China [2] Group 2: Global Impact - The case studies were published in both Chinese and English, highlighting China's innovative practices in green development across various sectors, and providing replicable models for global ecological civilization and climate governance [2]

Core Viewpoint - The restoration of abandoned mines, despite the depletion of natural resources, holds significant economic value through potential agricultural use, development of parks, and tourism, emphasizing the need for integrating ecological restoration with economic development [1] Group 1: Economic Value of Abandoned Mine Restoration - Restored abandoned mines can be utilized for agriculture, forestry, and tourism, highlighting their economic potential [1] - Jiangxi province has actively promoted the integration of abandoned mine restoration with economic development, achieving notable experiences that can serve as references [1] Group 2: Financial Support and Policy Incentives - National policies have been established to provide financial incentives for local governments to engage in abandoned mine restoration, including funding for demonstration projects [2] - Jiangxi has successfully applied for 3 billion yuan in central financial support for ecological restoration projects, being the only province to secure funding for four consecutive years, totaling 15 billion yuan across five projects [2] - A three-tiered financial system has been established in Jiangxi to leverage central funding, attract social capital, and collaborate with financial institutions for mine restoration financing [2] Group 3: Expanding Value Realization Paths - The restoration of abandoned mines can support industrial development by converting abandoned land into operational land for industrial projects [3] - Jiangxi has generated significant economic benefits through land trading by converting restored mine areas into supplementary farmland and construction land indicators [3] Group 4: Multi-Benefit Realization - The introduction of social capital for building distributed photovoltaic power stations on restored mines can achieve multiple benefits, including carbon reduction and economic gains [4] Group 5: Integration with Rural Revitalization - Abandoned mines can be transformed into agricultural land through targeted restoration strategies, enhancing soil quality and supporting local agricultural development [5] - Jiangxi has combined ecological restoration with rural environment improvement, focusing on enhancing infrastructure in surrounding villages [5] Group 6: Cultural Tourism Development - Jiangxi promotes protective development of historical mining sites to enhance modern service industry growth through tourism [6] - The establishment of national mining parks and cultural tourism sites has been initiated, integrating local cultural heritage with mining restoration projects [6] Group 7: Empowering Rural Revitalization through Tourism - The development of rural tourism around restored mines can facilitate ecological, economic, and social transformations, contributing to rural revitalization [7] - Jiangxi's initiatives in creating cultural and tourism experiences around restored mines have yielded positive economic and social outcomes [7]

Core Viewpoint - The 2025 8th China International Photovoltaic and Energy Storage Industry Conference in Chengdu released the "Chengdu Declaration" advocating for fair trading mechanisms and industry self-discipline to improve profit distribution in the photovoltaic industry chain, which is expected to enhance the profitability of leading companies with technological advantages [1][2] Group 1: Strategic Significance - The declaration emphasizes the importance of recognizing the strategic significance of anti-involution to build a consensus for high-quality development [2] - It focuses on driving technological innovation as a core element to elevate the energy level of the photovoltaic and energy storage industry [2] Group 2: Collaborative Development - The declaration calls for the construction of a collaborative development ecosystem to strengthen industry self-discipline and governance [2] - It promotes the idea of full industry chain collaboration to facilitate high-quality international expansion of the photovoltaic and energy storage sectors [2] Group 3: Market Insights - Ping An Securities believes that the declaration's advocacy for fair trading and industry self-discipline will improve the profit distribution structure across the photovoltaic industry chain, preventing losses from low-price competition [1] - The photovoltaic ETF managed by Huaxia tracks the CSI Photovoltaic Industry Index, which includes companies across the entire photovoltaic industry chain, providing a comprehensive reflection of the industry's overall performance [1]

Key Points - The article highlights significant announcements from various companies, including acquisitions, investments, and share buybacks [1][2] Group 1: Company Announcements - Zhenai Meijia has no asset restructuring plans for the next twelve months [1] - Geer Software's quantum-resistant encryption products are still in the standardization and pilot application phase, indicating a distance from large-scale commercialization [1] - Xiamen Tungsten New Energy plans to invest 1.525 billion yuan to construct a project with an annual production capacity of 50,000 tons of high-performance battery materials [1] Group 2: Contracts and Acquisitions - Gao Neng Environment has won a contract for a waste-to-energy project in Thailand [1] - Wei Hua New Materials intends to acquire 70% of He Yu Tai for 154 million yuan [1] - Tian Yi Ma plans to purchase 98.5632% of Xing Yun Kai Wu [1] Group 3: Share Buybacks and Reductions - Zanyu Technology has completed a buyback of 1.9751% of its shares [1] - Shenzhen New Star has completed a buyback of 0.77% of its shares [1] - Actual controller of Aibulu, Zhong Rubo, plans to reduce his stake by no more than 3% [1] Group 4: Fundraising Initiatives - Wantong Technology plans to raise no more than 920 million yuan through a private placement to Tibet Tengyun and Jingyuan Huizhi [2] - Jin An Guo Ji aims to raise no more than 1.3 billion yuan through a private placement [2] - Huiyuan Communication plans to raise no more than 610 million yuan through a private placement to Dingyuan Industry [2]