公司拟投资的KAMOA数字能源光伏电站与储能系统项目，选址于刚果(金)卡莫阿一卡库拉铜矿区域。 该铜矿不仅是南部非洲三大核心矿业项目之一，更是目前非洲已探明的最大高品位铜矿资源项目，资源 禀赋与开发潜力极具行业竞争力，项目主要权益由艾芬豪矿业持有。 智通财经APP讯，鸿富瀚(301086.SZ)公告，公司拟投资设立合资公司并建设光伏储能电站项目，开展微 电网业务。项目投资总额约为14.10亿元，其中，公司投资不超过11.28亿元，GW公司投资不超过2.82亿 元。 公告称，本次投资项目主要为满足刚果(金)卡莫阿一卡库拉铜矿区域的电力供应需求，推动该矿业能源 电力系统建设，搭配储能解决其电力短缺的困境，结合公司海外业务拓展的长期战略规划，投资设立合 资公司，并主导建设KAMOA光伏储能电站项目，是公司海外能源业务的重要切入点。 项目拟新建光伏厂区建筑工程、储能区域建筑工程、四栋建筑，即配电楼、中方员工生活楼、当地员工 生活楼、生活消防泵房;拟新增200MW光伏组件设备以及其他设备10,034台(套/个) ...

新华社北京9月25日电 题：全球气候治理关键时刻的"中国动力" 新华社记者郭爽 2025年是应对气候变化《巴黎协定》达成10周年，也是各国提交新一轮国家自主贡献的重要节点。在全 球气候治理的关键时刻，中国国家主席习近平24日在联合国气候变化峰会发表题为《践诺笃行 共同书 写全球气候治理新篇章》的视频致辞，提出新主张、宣布新贡献、作出新承诺，为全球气候治理提升信 心、凝聚共识、注入新动力。 当前，全球气候危机加剧，个别国家逆绿色低碳转型的时代潮流而动，一些国家踌躇不前，全球气候治 理来到"不进则退"的路口，亟需多边主义框架下的共同行动。习近平主席向国际社会提出坚定信心、担 当尽责、深化合作等三点主张，指明全球气候治理未来努力方向。 作为《巴黎协定》的重要推动者和积极践行者，中国气候治理始终信念坚定、行动果决。本次峰会上， 习近平主席宣布了中国新一轮国家自主贡献：到2035年，中国全经济范围温室气体净排放量比峰值下降 7%-10%，力争做得更好。非化石能源消费占能源消费总量的比重达到30%以上，风电和太阳能发电总 装机容量达到2020年的6倍以上、力争达到36亿千瓦，森林蓄积量达到240亿立方米以上，新能源汽车成 ...

新贡献的分量，折射出全球绿色转型的中国行动。过去10年间，中国不断加强应对气候变化南南合作， 坚持共建绿色"一带一路"，让绿色发展成果惠及全球南方，为全球低碳产业升级和减排实践提供了丰富 的公共产品。作为全球最大清洁技术出口国，中国迄今已向全球提供了60%的风电设备、70%的光伏组 件设备，推动全球风电和光伏发电成本分别下降超过60%和80%，"十四五"期间出口风电和光伏产品累 计为其他国家减少碳排放约41亿吨。截至今年9月，中国已与42个发展中国家签署54份气候变化南南合 作谅解备忘录，累计实施300多期能力建设项目，自2016年以来已为发展中国家应对气候变化提供并动 员项目资金总额超过1770亿元，为其他发展中国家应对气候变化提供了有力支持。 新主张的远见，彰显构建人类命运共同体的中国理念。中国始终将自身发展与世界整体发展紧密联系在 一起，推动国际社会共走绿色、低碳、可持续发展之路。中国始终坚定维护《联合国气候变化框架公 约》确立的多边机制，积极参与和引领全球气候治理。中国持续为尊重发展中国家的发展权发声，呼吁 发达国家切实履约，向发展中国家提供更多资金和技术支持，通过全球绿色转型缩小南北差距，推动构 建 ...

今年是"双碳"目标提出5周年。记者22日从国家发展改革委获悉，5年来，各地区、各部门锚定"双碳"目 标，加强统筹协调，坚持系统推进，推动经济社会发展全面绿色转型。 能源是国民经济的命脉，也是推进碳达峰碳中和的主战场。 截至今年6月底，可再生能源装机容量超21.59亿千瓦，占全部发电装机的比重约59.2%；非化石能源消 费比重由2020年的15.9%增至2024年的19.8%，煤炭消费比重从2020年的56.8%降至2024年的53.2%；截 至2024年底，新型储能装机规模突破7000万千瓦、全球占比超过40%……一组组数据，见证我国能源绿 色低碳转型成效显著。 节能降碳是加快发展方式绿色转型的重要抓手，既利当前、更利长远。数据显示，2021年至2024年，全 国单位GDP能耗累计下降率达到11.6%，达到"十四五"目标进度要求。 值得注意的是，我国风电、太阳能发电累计装机容量已经达到16.8亿千瓦，是2020年的3倍以上，提前6 年多实现向国际社会承诺的装机容量目标。 积极推动全球绿色转型。我国风电、太阳能发电总装机容量和森林蓄积量已提前完成2030年目标。向全 球提供了60%的风电设备、70%的光伏组件设 ...

节能降碳是加快发展方式绿色转型的重要抓手，既利当前、更利长远。数据显示，2021年至2024年，全 国单位GDP能耗累计下降率达到11.6%，达到"十四五"目标进度要求。 此外，我国产业低碳化进程加速。稳步淘汰落后产能，退出钢铁落后产能超1.5亿吨。截至2024年底， 累计培育国家级绿色工厂6430家，全国绿色工厂产值占制造业总产值的比重约20%。国家层面累计培育 绿色工业园区491个，单位工业增加值能耗仅为全国平均水平的2/3。新产业、新业态、新模式"三新"经 济占GDP的比重超过18%。今年上半年，高技术制造业增加值占规模以上工业的比重达到16.4%。 今年是"双碳"目标提出5周年。记者22日从国家发展改革委获悉，5年来，各地区、各部门锚定"双碳"目 标，加强统筹协调，坚持系统推进，推动经济社会发展全面绿色转型。 能源是国民经济的命脉，也是推进碳达峰碳中和的主战场。 截至今年6月底，可再生能源装机容量超21.59亿千瓦，占全部发电装机的比重约59.2%；非化石能源消 费比重由2020年的15.9%增至2024年的19.8%，煤炭消费比重从2020年的56.8%降至2024年的53.2%；截 至2024年底 ...

新华社北京9月22日电 题：我国积极稳妥推进碳达峰碳中和 引领绿色低碳发展取得新成效 新华社记者魏玉坤 今年是"双碳"目标提出5周年。记者22日从国家发展改革委获悉，5年来，各地区、各部门锚定"双碳"目 标，加强统筹协调，坚持系统推进，推动经济社会发展全面绿色转型。 能源是国民经济的命脉，也是推进碳达峰碳中和的主战场。 截至今年6月底，可再生能源装机容量超21.59亿千瓦，占全部发电装机的比重约59.2%；非化石能源消 费比重由2020年的15.9%增至2024年的19.8%，煤炭消费比重从2020年的56.8%降至2024年的53.2%；截 至2024年底，新型储能装机规模突破7000万千瓦、全球占比超过40%……一组组数据，见证我国能源绿 色低碳转型成效显著。 值得注意的是，我国风电、太阳能发电累计装机容量已经达到16.8亿千瓦，是2020年的3倍以上，提前6 年多实现向国际社会承诺的装机容量目标。 "循环经济助力降碳行动步伐加快，废弃物回收体系不断健全，废弃物资源化利用水平稳步提升。"国家 发展改革委有关负责人表示，全国主要城市回收网点已超15万个。今年一季度，废弃电器电子产品回收 量同比大幅增长70% ...

Industry Outlook - The photovoltaic industry is experiencing a dual-driven cycle of "technological iteration + global demand resonance," with global new installed capacity expected to reach between 531GW and 714GW from 2025 to 2027 according to the China Photovoltaic Industry Association (CPIA) [3] - The demand for photovoltaic battery equipment is being driven by the continuous increase in new installed capacity and the accelerated replacement cycle due to technological upgrades [3] - The transition from PERC to more efficient technologies such as TOPCon, BC, HJT, and perovskite solar cells is raising the requirements for automation equipment in terms of precision, efficiency, and flexible production capabilities [3] Policy Support - The Chinese government is increasing support for smart manufacturing, with a goal for over 90% of industrial enterprises to have digital R&D tools and over 75% of key processes to be numerically controlled by 2027 [4] - Photovoltaic equipment, as a key component of smart manufacturing, is expected to benefit from these policy incentives, leading to increased industry concentration and market share expansion for leading companies [4] Technical Barriers - The company is one of the few manufacturers in China capable of providing equipment for the entire photovoltaic battery production process, covering key processes such as diffusion annealing, PECVD, and wet processes [5] - The company's technology depth supports its comprehensive capabilities, allowing it to address issues such as micro-cracks and color differences in high-speed transmission, achieving a low breakage rate of 0.01% at a capacity of 13,500 pieces per hour [5] Product Competitiveness - The company has established a strong customer base, including top photovoltaic battery producers such as Tongwei Co., Longi Green Energy, and Trina Solar, which enhances order stability and technical feedback [6] - The close collaboration with leading customers allows for rapid adjustments to equipment parameters in response to technological changes, fostering a continuous feedback mechanism for product improvement [6] Customer Ecosystem - The company has built a high-quality customer ecosystem through deep cooperation with industry leaders, resulting in sustained orders and increased brand recognition [7] - The company's revenue has shown rapid growth, with projected revenues of 807.09 million yuan, 1.237 billion yuan, and 2.018 billion yuan from 2022 to 2024, alongside net profits of 85.84 million yuan, 128.02 million yuan, and 186.76 million yuan respectively [7] IPO and Growth Strategy - The funds raised from the IPO will focus on three main areas: enriching the product matrix, enhancing production capacity, and aligning with industry trends [8][9] - The company aims to expand its product offerings to meet diverse customer needs and improve manufacturing technology to capture market opportunities [8] - The IPO will facilitate the rapid enhancement of production capacity to meet the increasing demand for photovoltaic equipment driven by the expansion plans of leading customers [8][9]

Core Viewpoint - The company has signed a procurement contract worth RMB 1.043 billion (including tax) with China General Nuclear Power Corporation for photovoltaic module equipment, which is expected to positively impact its operating performance in 2025 and beyond, enhancing its market influence and overall profitability in the photovoltaic sector [1]. Group 1 - The contract amount is RMB 1.043 billion (including tax) [1] - The contract is signed with China General Nuclear Power Corporation [1] - The performance of the contract will positively affect the company's operating results in 2025 and subsequent years [1] Group 2 - The contract will help improve the company's market influence in the photovoltaic field [1] - The agreement is expected to enhance the company's overall profitability [1]

Core Insights - Chinese listed companies are accelerating their overseas expansion in response to global supply chain restructuring and intensified domestic competition, transitioning from traditional product exports to comprehensive brand and ecosystem layouts [4][30] - By June 3, 2025, the total overseas revenue of all A-share listed companies for 2024 is projected to reach 9.4 trillion yuan, an increase of nearly 8% compared to 2023, with overseas revenue accounting for 19.4% of total revenue, up 2.5 percentage points from 2023 [4][6] Group 1: Overview of Overseas Revenue - Among 5,413 A-share listed companies, 3,657 disclosed overseas business revenue in their annual reports for 2024, representing 67.6% of the total [6] - The top three companies by overseas revenue are Luxshare Precision, BYD, and Luoyang Molybdenum, with revenues exceeding 200 billion yuan, specifically 235.47 billion yuan and 221.88 billion yuan for Luxshare and BYD respectively [6][7] - The average overseas revenue for companies with overseas business is 2.58 billion yuan, with a median of 270 million yuan, indicating a significant disparity between leading companies and the overall average [6][7] Group 2: Industry Performance - In 2024, the banking industry leads in overseas revenue median at 13.23 billion yuan, with a median growth rate of 3.76%, indicating a stable internationalization trend [9] - The transportation sector shows the highest growth rate at 36.37%, driven by the expansion of new energy vehicles and infrastructure projects under the Belt and Road Initiative [9][12] - The home appliance sector has a high overseas revenue share of 34.3%, reflecting increased penetration of high-value products in international markets [9][12] Group 3: Emerging Trends and Notable Companies - A total of 176 companies have shown a consistent increase in overseas revenue share over the past three years, with at least a 10 percentage point increase in the last year [5][13] - The machinery and electrical equipment sectors have the highest number of companies with significant overseas revenue growth, with notable examples including Zoomlion and GCL-Poly Energy, which have seen substantial increases in their overseas revenue [21][23] - In the electronic information sector, companies like Inspur Information have reported significant overseas revenue growth, benefiting from the "AI+" policy and increased demand for server components [25][28] Group 4: Sector-Specific Highlights - The renewable energy equipment sector, particularly in solar and lithium battery industries, has seen remarkable growth, with companies like Gotion High-Tech reporting overseas revenue of 9.83 billion yuan [22][23] - The pharmaceutical and chemical industries have also shown strong overseas performance, with companies like Baillie Gifford achieving a 654% increase in overseas revenue [24][28] - The average overseas revenue growth for the chemical pharmaceutical sector reached 155%, with several companies reporting significant increases in their international sales [28][30]

Core Viewpoint - The news highlights China's active role in promoting global green development through various ecological projects, particularly in Africa, showcasing successful collaborations that enhance local communities' resilience against desertification and promote sustainable practices [1][2][3]. Group 1: Project Implementation and Impact - The "China-Africa Green Technology Park" in Mauritania has effectively combated desertification, demonstrating a successful model of ecological restoration through Chinese cooperation [1][2]. - Local initiatives, such as the "Great Green Wall" project, aim to create a 15-kilometer-wide forest belt over 7,000 kilometers to combat desert encroachment, with techniques derived from China's "Three-North Shelter Forest Program" [2][3]. - The implementation of drip irrigation and windbreak systems has led to significant agricultural advancements, with local youth gaining skills and employment opportunities [2][3]. Group 2: China's Global Green Initiatives - China has achieved a dual reduction in desertified and sandy land areas through key ecological projects, sharing its experiences and technologies with other countries [3]. - The country has established itself as a leader in renewable energy, with the largest and fastest-growing renewable energy system globally, contributing significantly to global carbon reduction efforts [5][6]. - China's green technology exports, including wind and solar equipment, have helped other nations reduce carbon emissions by approximately 810 million tons in 2023 [6]. Group 3: International Cooperation and Commitment - China emphasizes the importance of multilateral cooperation in addressing climate change, advocating for a shared responsibility approach in global environmental governance [8][9]. - The country has signed cooperation agreements with over 40 developing nations to support climate change initiatives, providing extensive training and capacity-building programs [9]. - China's commitment to sustainable development is reflected in its initiatives that align with the principles of the Paris Agreement and its efforts to foster a global community focused on ecological protection [8][9].