光伏面板

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印度或被严重低估了!印度通报世贸组织,将对美国征收报复性关税
Sou Hu Cai Jing· 2025-07-07 03:51
Group 1 - The article discusses the misguided belief among some developing countries, including India, that they can replicate China's development model to become global powers, which often leads to disappointment due to their relatively weaker capabilities [1] - India announced retaliatory tariffs against the US on July 4, 2023, in response to a 25% increase in tariffs on various Indian goods by the US, significantly impacting India's exports [1][5] - The trade dynamics between India and the US show a significant imbalance, with India's exports to the US projected at $874 billion and imports at $418 billion for 2024, resulting in a trade surplus of approximately $400 billion for India [1] Group 2 - India's exports to the US primarily consist of generic drugs, petroleum products, solar panels, telecom equipment, garments, and precious stones, which account for about 40% of total exports, while the US exports high-end products like weapons, chips, and machinery to India [3] - Indian officials often exhibit a sense of entitlement, believing they are a central player on the world stage, which leads to a dismissive attitude towards US pressure [3] - The ongoing trade negotiations between India and the US have faced significant challenges, leading to a perception that India's responses are more bluster than substance, particularly in the context of domestic crises [5][6] Group 3 - Modi's government is under pressure to respond to the US with equivalent countermeasures, even if they are merely symbolic, indicating India's willingness to stand up to the US alongside China [8] - The friction between the US and India presents opportunities for China, allowing it to observe and prepare for potential shifts in the geopolitical landscape [8] - The article suggests that if the US continues its current approach, it may inadvertently push India and other countries closer to China, potentially altering the balance of power in the region [8]
瞄准智能绿色推动装备制造业发展
Jing Ji Ri Bao· 2025-06-03 22:28
我国装备制造业近年来不断加大研发投入,技术含量持续提高,与国外同行之间的技术差距快速缩小, 不仅实现了较多进口设备的国产替代,更在部分领域达到世界先进水平。在机床领域,济南二机床已成 为世界三大数控冲压装备制造商之一,其生产的大型数控冲压机床进入国内外主流汽车厂商的生产车 间。在工程机械领域,国产盾构机快速崛起,打破了盾构机市场长期被德国、日本等国企业垄断的局 面。以中铁装备为代表的国内厂商生产的盾构机不仅全产业链自主可控,能够适应极端环境和复杂环 境,控制精度达到毫米级,更是具备显著的价格优势,推动我国盾构机位列国际盾构技术的第一梯队。 随着行业规模扩大和技术不断积累,我国装备制造业企业的国际影响力和市场地位也快速提升。以新能 源装备为例,我国光伏面板、风机、车载锂电池等已成为国产装备"出海"的主力军。在光伏组件方面, 2024年全球前五大厂商均为中国企业。在风机行业,2024年全球风电整机制造商新增容量排名前五的厂 商中有四家为中国企业,金风科技更是蝉联第一。在车载锂电池行业,中国企业宁德时代和比亚迪位居 全球前两名,对行业供应链的掌控优势不断巩固。 也应看到,目前我国装备制造业仍存在一些问题。部分关键领 ...
从“黑金”到“绿能” 中国资源型城市重塑发展路径
Zhong Guo Xin Wen Wang· 2025-05-28 07:28
从"乌金"到"绿金":传统认知的重塑 煤炭是工业文明的基石。即使在清洁能源快速发展的当下,国际能源署(IEA)预测2024年全球煤炭消费 仍将达87.7亿吨,连续三年创历史新高。对于广大发展中经济体而言,如何兼顾能源安全与低碳发展, 仍是一道现实难题。 一些西方国家在加快部署可再生能源并减少对煤炭的依赖上,已作出有益尝试。以德国为例,作为欧洲 最大的煤炭消费国之一,德国政府规划到2038年完全淘汰煤炭,并出台多项激励政策推动风电、光伏替 代。尽管在"退核"与能源危机背景下,燃煤发电阶段性反弹,但2023年,风能已首次超过煤炭,成为德 国最大的电力来源。这一转变表明,清洁能源的结构性替代虽非一蹴而就,但路径已然可见。 转回国内,山西作为中国传统能源大省,也正在经历煤炭能源向可再生能源的转变。这个曾因"点亮全 国一半的灯"而名声在外的省份,认识到转型发展不是推倒重来,而是一个整合、提升、深化、创新的 过程。山西的优势在煤,潜力和希望也在煤。 中新网吕梁5月28日电(记者左宇坤李雨昕)当驾车穿行在山西的高速公路上,很难不被眼前的景象所吸 引——阳光下,光伏面板如海浪般起伏延展;山丘之上,成排风机在风中缓缓旋转。很难 ...
“碳路先锋”盐城:沐风逐光添新绿
Shang Hai Zheng Quan Bao· 2025-05-19 18:52
盐城地处江苏沿海中部,是江苏面积最大的地级市,拥有582公里的海岸线、4550平方公里的滩涂湿 地。大自然赋予的绿色宝藏,让盐城以得天独厚的优势率先探索新能源产业。 盐城市发展和改革委员会相关处室负责人回忆道,2008年、2009年左右,盐城新能源产业开始起步,丰 富的自然资源吸引了众多新能源企业前来投资。"十三五"时期,盐城的新能源产业开始驶入发展快车 道。"一下子建了很多风电项目,包括陆上风电、滩涂风电、海上风电等。" 2010年,以金风科技落子盐城为契机,盐城市大丰区抢抓机遇,发挥风电资源优势,规划建设了风电产 业园。历经15年发展,大丰风电产业园已成为国内集聚度最高、产业链较为完整的风电装备特色产业基 地。 生活在江苏盐城的人,对风电机组和光伏面板并不陌生。驾车行驶在沿海公路,向远处眺望,一排排高 大的白色叶片悠悠转动;距公路不远处,一个个光伏基地,犹如一片片"蓝海"铺展开来。在这里,风 能、太阳能为电网源源不断提供绿色能源。 盐城是江苏海岸线最长、滩涂面积最大的城市。风从海上来,得天独厚的风光资源,成为盐城发展新能 源产业的起点。从最初的风电、光伏,到储能、氢能,新能源产业在盐城扎根、生长,新能源制 ...
日本和欧盟部长级会议担心中国过剩产能流入
日经中文网· 2025-05-09 08:06
日本外相岩屋毅(左)、经济产业相武藤容治(右)和欧盟贸易专员谢夫乔维奇(中)举行了会谈。 会谈是日本和欧盟的部长级定期磋商"高级别经济对话",讨论的议题是中国生产的纯电动汽车、 光伏面板和锂离子电池等产品的供应过剩,还讨论了不依赖中国产品的供应链的合作…… 双方还讨论了不依赖中国产品的供应链的合作。双方在构建不仅注重经济因素、还重视透明 性和安全性等的供应链方面保持一致步调。日本和欧盟此前多次确认在重要矿物采购等方面 加深合作的方针。 考虑到美国的特朗普关税,表示"存在全球经济秩序正在面临的巨大挑战",就如何应对关税和 影响交换了意见。 中国发起出口攻势的背后存在国家政策。中国在2023年提出了投资高科技产业的"新质生产 力"。在中美对立的背景下,出于自主开发先进技术和确保高质量产品等目的,通过税收优惠 和补贴促进了产能的增强。 结果,与中国国内需求相比,产能出现过剩,中国产品开始以低价格流向国外。美国高盛的 数据显示,截至2023年,中国光伏面板的供应能力为1036吉瓦时(GWh),达到世界需求的 1.9倍。 可能会助长这一趋势的是美国特朗普政府的关税政策。 日本外相岩屋毅和经济产业相武藤容治5月8日在东京 ...
戈壁滩上,给绿电建起“临时宿舍”(经济新方位·新产业里的年轻人)
Ren Min Ri Bao· 2025-05-04 21:52
Core Insights - The Yumen Oilfield, known for being the site of China's first oil well, is now focusing on the transition to clean energy and the development of new energy projects [2][3] - The company has established a 300 MW photovoltaic power station, which includes a storage battery area to manage excess electricity generated [1][3] - The new energy sector at Yumen Oilfield has seen significant growth, with a new storage capacity of 85 MW and 260 MWh [3][4] Company Development - The company has implemented a dual mentorship and training mechanism to enhance employee skills, which has proven effective for new hires like Tian Yuxin [2][3] - Tian Yuxin, a recent graduate, has quickly adapted to the demands of the job, gaining hands-on experience through various roles within the company [2][3] - The company emphasizes practical learning, with employees like Tian Yuxin participating in rigorous training and operational tasks [3][4] Technological Advancements - The company has developed an integrated operation and maintenance plan for photovoltaic and energy storage systems, optimizing discharge strategies across all new energy projects [4] - Innovations in cooling systems for battery storage have been explored, contributing to improved operational protocols and management experience [4] - The successful commissioning of the photovoltaic power station marks a significant milestone in the company's transition to renewable energy [3][4]