【文/观察者网 柳白】澳大利亚总理阿尔巴尼斯任内第二次访华，双方的潜在合作引发澳媒关注。 澳大利亚广播公司（ABC）7月11日注意到，澳政府已表示将在绿色能源方面进一步与中国开展合作。 报道称，对澳大利亚来说，气候变化是政府极为优先关注的问题之一，尤其是在努力兑现本国减排承诺 的当下。 有学者指出，中国在能源转型领域是澳"不可或缺的合作伙伴"，澳大利亚过去一年的可再生能源装机 量，中国仅用两天就做到了。 "中国以惊人优势领先全球" 在为期六天的访华之行中，阿尔巴尼斯行程包括北京、上海和成都三座城市。ABC称，此次访问恰逢 关键时刻：面对美国总统特朗普不可预测的"美国优先"议程，澳大利亚的应对方式越来越不确定；与此 同时，中国既是不可或缺的经济伙伴，尽管双方存在分歧，但不意味着澳大利亚就能轻易与中国划清界 限。 2024年8月15日，青海海西州，航拍德令哈熔盐塔式光热电站，阳光照耀下熠熠生辉。视觉中国 澳大利亚政府已经透露，阿尔巴尼斯此次访华期间，两国可能会披露一些在气候变化领域的合作。阿尔 巴尼斯表示，在绿色能源方面"有望进一步开展合作"。 智库"清洁能源金融"专家王涵（Caroline Wang）表示，在能 ...

央视网消息：今年7月以来，湖北遭遇了持续性高温热浪天气，度过了1961年以来最热的7月上旬。监测数据显示，湖北7月上旬平均气温 达30.9℃，较常年同期偏高3.7℃。在这种天气下有什么措施能帮着防暑降温呢？来看记者在湖北武汉街头巷尾的观察。 记者来到湖北省武汉汉口火车站出租车上客的区域，现在武汉市市外的温度大概是在32℃—33℃左右。但实际上体感的温度还要更高，站 在户外大概一刻钟，记者热得一头汗。用测温枪测量室外的地表温度，看一下，超过了50℃，非常炎热。 在记者身后的这片区域安装了遮阳棚，实际上这里降温的装置不仅有遮阳棚。如果仔细看，可以看到遮阳棚上面还有安装了很多喷雾的装 置。通过不间断喷洒水雾，为汉口火车站出租车上客的区域进行降温。 走入这片喷雾区域，可以感到降温的效果非常明显，这里非常凉爽。测量一下这里的地表温度，只有不到40摄氏度了。和户外的地表温度 相比的话，有10多度的温差，降温的效果非常明显。记者从江汉区综管办所了解到，像这样的喷雾装置开启的时间是从早7时到晚7时。当然， 这个时间也不是固定不变的。如果是晚上天黑以后，气温依然十分炎热，还有很多旅客要进出站，喷雾装置开放的时间也会相应延长。 ...

城乡低碳转型方面，海南将在农村推广"自发自用、余电互济、农机储能"的能源系统，实现2045年全覆 盖。建筑领域提升新建建筑本体节能率，推动既有建筑改造及设施设备全面电气化。 生态固碳方面，海南将开展林业、海洋、农业、地质四大领域固碳增汇行动；聚焦碳汇技术支撑、国土 造林绿化、生态保护修复、蓝碳融合发展等重点任务，协同推进生态固碳增汇与生物多样性保护；推动 海南热带雨林国家公园生态产品价值转化。 为了形成降碳长效机制，海南将建立新型电力系统系列配套政策；建立以碳排放统计核算、碳足迹追 踪、ESG(环境、社会和公司治理)评价为核心的低碳标准体系；打造标准互通互认的绿色低碳国际交流 合作新格局。(完) （文章来源：中国新闻网） 中新社海口7月11日电 (记者王晓斌)海南省政府近日印发了《海南低碳岛建设方案》，描绘碳中和"路线 图"：2030年前实现碳达峰，2045年前全面建成低碳岛(二氧化碳年排放量比峰值期下降70%)，2060年前 达成碳中和目标。 方案明确，海南构建以电力零碳化、热力零碳化、终端电气化为核心的新型零碳能源体系，同步建设产 业降碳、城乡减碳、交通脱碳、生态固碳、智慧管碳、长效治碳六大体系，形成"先 ...

Group 1 - The core finding of the report indicates that the top ten global solar photovoltaic module manufacturers are expected to ship a record 500 GW in 2024, nearly double the previous year's volume, despite these leading companies collectively incurring a loss of $4 billion [1] - The report highlights that these top manufacturers account for 62% of global production capacity and 89% of module shipments, showcasing a high level of industry concentration [1] - The ranking includes manufacturers from over 10 countries, with Jinko Solar leading the list with a score of 90.6, followed closely by JA Solar and LONGi Green Energy [2] Group 2 - Geographic expansion is identified as a key strategy to address trade challenges, with China remaining the dominant player in solar module manufacturing, while emerging competitors like India, South Korea, and Vietnam are rapidly closing the gap [3] - The report emphasizes a continuing trend of vertical integration among manufacturers, with a focus on upstream control, as top module producers increasingly integrate battery production into their operations [3] - Several companies are accelerating investments in wafer manufacturing, reflecting the industry's shift towards comprehensive vertical integration [3]

Group 1 - The company expects a significant decline in net profit attributable to shareholders, projecting a range of 38.84 million to 50.12 million yuan, which represents a decrease of 60% to 69% compared to the same period last year [1] - The company's net profit after deducting non-recurring gains and losses is expected to be between 2.84 million and 14.12 million yuan, reflecting a decrease of 87.72% to 97.53% year-on-year [1] - Basic earnings per share are projected to be between 0.03 yuan and 0.04 yuan, down from 0.10 yuan per share in the previous year [1] Group 2 - The primary reason for the performance decline is attributed to reduced sales volume in the domestic pipeline business due to lower downstream demand, along with decreased sales prices and gross margins [1] - The overall operating pressure in the solar energy industry has also contributed to the reduced profitability of the company [1] Group 3 - The financial data related to this performance forecast has not been audited by an accounting firm, but preliminary discussions have taken place, and there are no disagreements between the company and the accounting firm [1]

Group 1 - The ninth OPEC International Seminar highlighted China's significant role in global renewable energy development, particularly in solar and wind energy, and its contributions to energy security and green transition in developing countries [1] - OPEC emphasized two major challenges in the global energy market: insufficient energy investment leading to future affordability issues and the persistence of energy poverty in many regions, advocating for a comprehensive strategy for energy transition [1] - The OPEC report projected that renewable energy generation capacity increased by nearly 600 gigawatts since the last report, largely due to China's record additions in solar and wind power [1] Group 2 - The CEO of Nigeria National Petroleum Corporation praised China's substantial progress in clean energy transition, especially in solar energy, and emphasized the importance of applying China's experience to meet energy security needs in other developing countries [2] - The CEO highlighted China's contributions to overseas clean energy projects, such as hydropower in the Democratic Republic of Congo and solar power plants in Indonesia and Nigeria, showcasing China's role in global energy transition [2] - The collaboration between Nigeria and China has been impressive, with Nigerian companies eager to strengthen ties with Chinese firms to learn more technologies and seize business opportunities [2] Group 3 - The founder and chairman of Saudi International Power and Water Company acknowledged China's critical role in renewable energy development, stating that without China, the current reality of clean energy would not exist [3] - China's advancements in photovoltaic, wind energy, and electrification have provided feasible pathways for the global energy system, achieving both technological breakthroughs and price accessibility [3]

来自乐山。 作者 I 刘博 报道 I 投资界PEdaily 一个来自四川的超级独角兽映入眼帘。 投资界获悉，通威股份近日公告，子公司永祥股份引入战略投资者进展暨实施增资扩股完 成，共引入11家战略投资者，合计投资4 9 . 16亿元。引人注目的是，永祥股份投前估值已 高达2 7 0亿元。 看似名不见经传的永祥股份，有何来头？坐落于四川乐山市，永祥股份早在2 0 0 2年就成 立，系通威股份在光伏产业版图的最早布局。后者外界并不陌生，由刘汉元一手创建，从 渔业做起，崛起成一家光伏巨头，如今交由他的女儿刘舒琪掌舵。 一举拿下近50亿，永祥股份刷新了今年四川最大融资纪录。 四川乐山超级独角兽 估值270亿 这笔融资要从今年3月说起。 彼时，通威股份发布公告称，永祥股份拟引入战略投资者并实施增资扩股，拟以增资扩股 前 永祥 股 份股 权估 值 270 亿 元， 引 入战 略 投 资 者， 向永祥股 份合 计 增 资 不 超 过 100 亿 元。 四个月过去，这笔融资最终敲定落地，投资 方 阵容浮出水面—— 领投方为工银金融资产投资有限公司、中国中信金融资产管理股份有限公司，其余投资方 为交银金融资产投资有限公司、中银 ...

Core Viewpoint - Several companies under the Aisxu brand have obtained a new patent related to solar cell technology, indicating a focus on innovation in the solar energy sector [1]. Company Summaries - Zhejiang Aisxu Solar Technology Co., Ltd. was established in 2016, located in Jinhua City, with a registered capital of 5691.89 million RMB. The company has invested in 11 enterprises and participated in 122 bidding projects, holding 1848 patents and 60 administrative licenses [2]. - Zhuhai Fushan Aisxu Solar Technology Co., Ltd. was founded in 2021, based in Zhuhai City, with a registered capital of 4500 million RMB. The company has participated in 101 bidding projects, holds 1013 patents, and has 314 administrative licenses [2]. - Tianjin Aisxu Solar Technology Co., Ltd. was established in 2018, located in Tianjin City, with a registered capital of 1300 million RMB. The company has invested in 1 enterprise, participated in 22 bidding projects, holds 1170 patents, and has 153 administrative licenses [2]. - Guangdong Aisxu Technology Co., Ltd. was founded in 2009, based in Foshan City, with a registered capital of 2823.47 million RMB. The company has invested in 1 enterprise, participated in 8 bidding projects, holds 1739 patents, and has 44 administrative licenses [3]. - Chuzhou Aisxu Solar Technology Co., Ltd. was established in 2024, located in Chuzhou City, with a registered capital of 500 million RMB. The company has participated in 2 bidding projects, holds 145 patents, and has 3 administrative licenses [3]. - Shenzhen Aisxu Digital Energy Technology Co., Ltd. was founded in 2022, based in Shenzhen City, with a registered capital of 650 million RMB. The company has invested in 2 enterprises, participated in 1 bidding project, holds 449 patents, and has 8 administrative licenses [3]. - Shandong Aisxu Solar Technology Co., Ltd. was established in 2023, located in Jinan City, with a registered capital of 4500 million RMB. The company has participated in 21 bidding projects, holds 128 patents, and has 15 administrative licenses [4].

出品｜虎嗅ESG组 作者｜陈玉立 头图｜视觉中国 本文是#ESG进步观察#系列第138篇文章 本次观察关键词：新能源产业 随着特朗普《大而美法案》的通过，美国联邦政府结束了长期以来对太阳能和风能的支持， "我不希望风力发电机摧毁我们的家园，"特朗普在6月29日接受福克斯新闻采访中说道："我也不希 望这些太阳能发电设施绵延数英里，甚至遮盖半座山，那丑陋至极。" 在特朗普的眼中，"大而美"法案的通过是"上任至今最大的胜利"，其原因不只是该法案囊括了特朗普 政府诸多极具争议性的经济政策，更是将拜登时代主推新能源的政治遗产进行了彻底清算。 取而代之的，是特朗普对于化石燃料的拥护。在六月末，特朗普表示美国将依靠石油、天然气、煤炭 和核能来满足日益增长的能源需求。 这份法案造成了更深层的分裂。就在上周，马斯克宣布成立"美国党"，声称要"还给人民自由"。而特 朗普反呛道："这是因为《大而美法案》取消了许多让特斯拉受益匪浅的补贴。" 马斯克与特朗普的隔空互怼仅是法案影响的一面，在硬币的另一面，这份法案对美国甚至全球新能源 产业的影响是巨大的。 另一方面，针对电动汽车领域，《大而美法案》决定自9月30日起终止7500美元的新车 ...

Group 1 - The 31st Lanzhou Investment and Trade Fair (Lanzhou Fair) concluded with a record 1,181 signed contracts totaling 650.82 billion yuan, marking a 7.64% increase from the previous year [1][2] - The projects signed at the fair primarily focused on key sectors such as new energy and equipment manufacturing, specialty agricultural products and food processing, new materials, petrochemicals, data information, biomedicine, and cultural tourism [1][2] - Industrial projects accounted for over half of the signed contracts, with a total value of 360.1 billion yuan, representing 55.4% of the total [3] Group 2 - The Lanzhou Fair featured 14 key investment promotion activities aimed at attracting investment, including events focused on new energy and equipment industries, and partnerships with central enterprises [2][3] - The fair attracted participation from over 4,000 enterprises and guests from more than 50 countries and regions, highlighting its significance as a major international trade and investment platform in Western China [3]