合资公司注册资本8000万元，其中绿碳公司出资4800万元，占比60%；江苏埃顿出资2400万元，占比 30%；浒墅关投控出资800万元，占比10%。 格隆汇1月9日丨苏州高新(600736.SH)公布，公司全资子公司绿碳公司拟与埃顿新能源发展(江苏)有限公 司、江苏浒墅关投资控股集团有限公司共同设立合资公司苏州高新埃顿新能源发展有限公司，开发、运 营分布式光伏、分散式风电、工商业储能、能效提升等各类新能源项目。 本次设立的合资公司将主要从事开发、运营分布式光伏、分散式风电、工商业储能、能效提升等各类新 能源项目，有利于公司扩大在绿色低碳领域的布局规模，推动公司转型升级，符合公司的战略定位。 ...

智通财经APP讯，苏州高新(600736.SH)发布公告，公司全资子公司绿碳公司拟与埃顿新能源发展(江苏) 有限公司(简称"江苏埃顿")、江苏浒墅关投资控股集团有限公司(简称"浒墅关投控")共同设立合资公司 苏州高新埃顿新能源发展有限公司，开发、运营分布式光伏、分散式风电、工商业储能、能效提升等各 类新能源项目。合资公司注册资本8,000万元，其中绿碳公司出资4,800万元，占比60%;江苏埃顿出资 2,400万元，占比30%;浒墅关投控出资800万元，占比10%。 ...

智通财经APP讯，苏州高新(600736.SH)发布公告，公司全资子公司绿碳公司拟与埃顿新能源发展(江苏) 有限公司(简称"江苏埃顿")、江苏浒墅关投资控股集团有限公司(简称"浒墅关投控")共同设立合资公司 苏州高新埃顿新能源发展有限公司，开发、运营分布式光伏、分散式风电、工商业储能、能效提升等各 类新能源项目。合资公司注册资本8,000万元，其中绿碳公司出资4,800万元，占比60%;江苏埃顿出资 2,400万元，占比30%;浒墅关投控出资800万元，占比10%。 ...

作者：邱慈观，上海交通大学上海高级金融学院教授 李小千，可持续金融学科发展专项基金研究专员 随着"双碳"政策推动中国能源体系发生结构性改革，广大农村地区已成为清洁能源转型的新前沿。 表1 农村分布式电源的主要投资模式 租金，设备商获得设备相关收入。以晶科电力科技公司的农村光伏电源开发项目为例，农户出租屋顶， 晶科在开发后向越秀新能源转让项目公司股权，越秀则以发行绿债回收资金。 在"合资开发"模式下，村级合作社与投资方共同出资成立项目公司（SPV），由其对外融资並拥有电源 产权。电源发电量可全量上网，也可部分自用、余电上网，SPV对设备商支付设备相关收入，电力收入 则依股权比例分配给农户与投资方。相关案例有湖州"强村光伏贷"项目、内蒙古乌特拉中旗嘎查项目 等。前者由县区级国资平台公司协同经济合作社成立共富公司，负责统筹规划农户屋顶资源、项目进 展、银行贷款等事宜，而农户可通过村集体参与分红并获屋顶租金收入。后者为农村分散式风电项目， 由当地嘎查经济合作社与牧民成立专业合作社，以耕地、棚圈、房屋、现金等资产筹资，通过外部财政 性资金与企业资金共同支持建成风电站，而牧民最终可集体分红。 我国农村人口众多，地域宽广， ...

（编辑 任世碧） 证券日报网12月18日讯 金风科技在2025年12月18日回答调研者提问时表示，2025年上半年，公司通过 驭风行动获取多个分散式指标，强化了负荷中心与农村市场的双布局；此外，成功在京津冀地区取得分 散式风电指标，进一步填补了高消纳区域小微项目空白。 ...

南财智讯12月18日电，金风科技在投资者关系活动中表示，2025年上半年，公司通过驭风行动获取多个 分散式指标，强化了负荷中心与农村市场的双布局；此外，成功在京津冀地区取得分散式风电指标，进 一步填补了高消纳区域小微项目空白。 ...

Core Insights - The development of distributed energy is crucial for optimizing energy structure, promoting energy conservation and emission reduction, and advancing sustainable economic and social development [1] Group 1: Importance of Distributed Energy - Distributed energy plays a significant role in achieving carbon peak and carbon neutrality, as it aligns better with the characteristics of renewable energy compared to centralized systems [1] - It effectively meets the energy needs of the public by providing flexible operational modes and localized energy solutions, especially in remote areas [1] - The development of distributed energy enhances energy security by increasing the supply of clean energy and reducing dependence on large energy systems [1] Group 2: Economic and Industrial Impact - Distributed energy projects have lower investment thresholds and can stimulate social investment and related industry development, supporting local economic growth [2] - Despite its potential, distributed energy faces challenges such as high operational costs and technological difficulties in small system integration [2] Group 3: Development Focus Areas - Key areas for development include the construction of zero-carbon parks that integrate various energy sources to meet diverse energy demands [3] - Promotion of zero-carbon rural construction through distributed solar and wind energy projects, utilizing complementary agricultural practices [4] - Integration of photovoltaic systems in buildings, enhancing energy efficiency through innovative architectural designs [6] - Fusion of clean energy with transportation, developing charging and hydrogen stations along transport infrastructure [6] - Strategic establishment of distributed natural gas energy stations to support power system stability [6] Group 4: Implementation Considerations - It is essential to avoid blind expansion of distributed energy projects by carefully planning development scales and layouts [8] - Ensuring adequate infrastructure and microgrid development to enhance the capacity for renewable energy integration is critical [9] - Promoting fair competition in the distributed energy market by regulating development practices and optimizing the business environment is necessary [9]

Core Viewpoint - The development of distributed energy is crucial for optimizing energy structure, promoting energy conservation and emission reduction, and advancing sustainable economic and social development [7][8]. Group 1: Importance of Distributed Energy - Distributed energy is an essential component of the new energy system, significantly contributing to carbon peak and carbon neutrality goals by utilizing renewable energy more effectively than centralized systems [7]. - It meets diverse energy needs of the public through flexible operation modes, especially benefiting remote areas and high-demand facilities like hospitals and banks [7]. - The development of distributed energy enhances energy security by increasing clean energy supply and reducing reliance on large energy systems [7]. Group 2: Economic and Industrial Impact - Distributed energy projects have lower investment thresholds compared to large-scale energy projects, encouraging social investment and supporting local economic development [8]. - It can drive the development of high-energy-consuming industries and promote coordinated energy and industrial layout [8]. Group 3: Development Focus Areas - Key areas for development include constructing zero-carbon parks, promoting zero-carbon rural areas, integrating photovoltaic systems into buildings, and enhancing the synergy between clean energy and transportation [9][10]. - The establishment of distributed natural gas energy stations is also emphasized for peak shaving and backup purposes [10]. Group 4: Implementation Considerations - It is important to avoid blind expansion of scale, ensure proper integration of supporting infrastructure, and prevent unfair competition in the distributed energy market [11].

Core Insights - The Chinese energy system is undergoing profound and systematic changes, driven by the new energy revolution and industrial restructuring, with a shift from centralized supply to diversified, distributed, and digitalized energy systems [1][2] - The rise of distributed energy is reshaping the entire terminal energy usage, moving from a supplementary role to becoming a key engine in the zero-carbon park era [1][3] Structural Changes in Industry Demand - There is a structural change in industrial demand from "optional" to "essential," as traditional energy supply models struggle to meet the comprehensive requirements for greening, digitization, low cost, and high stability [2][3] - Localized flexibility, autonomous regulation, and enhanced digital monitoring capabilities are becoming essential, which are inherent advantages of distributed energy systems [2] Parks as the Main Battlefield for Energy Transition - Over 60% of industrial enterprises in China are concentrated in various industrial parks, making these parks the main battleground for energy transition [3] - Distributed energy can be directly integrated into park load sides, providing multiple benefits such as reduced energy costs, increased green electricity proportion, and enhanced supply stability [3] Market Reforms Creating New Value Spaces - Recent market reforms have opened unprecedented value spaces for distributed energy, shifting from subsidy-driven to value-driven models [4] - Distributed energy assets can now participate in the market and generate diverse revenue streams, redefining the boundaries of energy systems [4] Transition from Local Innovation to Systemic Leap - Distributed energy has transitioned from "local innovation" to "systemic leap," becoming a core component of new power system flexibility, resilience, and stability [5] - This transformation signifies a comprehensive change across systems, mechanisms, policies, markets, enterprises, and cities [5] Future Competitiveness of Parks - The competitiveness of future parks will depend not only on industrial chains and cost factors but also on the greenness, cost levels, and digital capabilities of their energy systems [6] - Distributed energy serves as the foundational technology for building these capabilities, highlighting the need for a comprehensive understanding of policies, markets, and technologies [6] Upcoming Distributed Energy Conference - The 21st Distributed Energy Conference (DEC2025) will be held on December 4, 2025, in Beijing, focusing on the theme of "Developing Distributed Energy · Building a Zero-Carbon Future" [7] - The conference will address key issues such as systematic paths for zero-carbon park construction, deep coupling of distributed energy with electricity market reforms, and collaborative logic of various technologies [7]

Core Viewpoint - The release of the "Guidelines for High-Quality Development of Industrial Parks" aims to promote renewable energy consumption, build green supply chains, and enhance the production of green products, ultimately driving regional economic development and guiding industrial upgrades [1][3]. Group 1: Policy and Framework - Over 70% of industrial output and 60% of energy consumption in China are concentrated in industrial parks, making them key areas for achieving carbon neutrality and new industrialization [3]. - The "Guidelines" provide a systematic approach for industrial parks to transition from rapid quantitative growth to effective qualitative improvement, focusing on five major directions: specialization, intensification, digitalization, greening, and standardization [3][4]. Group 2: Low-Carbon Transition - The guidelines represent a shift from pilot explorations to a comprehensive perspective on low-carbon transformation, emphasizing the need for optimizing industrial structure, enhancing supply chains, and ensuring safety in production [5]. - Industrial parks are expected to play a significant role in the construction of "zero-carbon parks," particularly in sectors like wind power, photovoltaics, and battery manufacturing [5][6]. Group 3: Infrastructure Development - The guidelines stress the importance of developing renewable energy infrastructure, such as rooftop photovoltaics, decentralized wind power, and energy storage systems, to support green industrial parks [7][8]. - A tailored approach to green infrastructure development is recommended, taking into account local resources, industrial characteristics, and spatial constraints [7][8]. Group 4: Data Sharing and Digitalization - The guidelines advocate for the enhancement of new information infrastructure, including the deployment of 5G and industrial internet technologies, to facilitate digital transformation in industrial parks [10]. - Addressing the challenges of energy data sharing is crucial, with suggestions for innovative data-sharing techniques that protect corporate data while promoting transparency in carbon emissions [10][11].