马来西亚正筹划2026年发布《可再生氢能路线图》，探索在柔佛—新加坡快速交通沿线建设首个跨境绿 氢走廊，并计划在沙捞越州设立"绿色电价走廊"，以更具竞争力的电价服务于加里曼丹工业区逐步打造 区域绿色能源枢纽。马来西亚能源及水务转型部副部长阿克玛表示，"附加费豁免只是开端"，政府将携 手业界、金融机构与社区，将马来西亚打造为东盟绿色能源投资首选之地。 （本报吉隆坡电） （文章来源：人民日报） 近年来，马来西亚积极探索推动全国范围内的绿色电力发展。自今年8月1日起，马来西亚任何企业通过 3种方案购买绿色电力，将不再需要缴纳1.6%的可再生能源基金。这3种方案包括通过"绿色电费"机制买 电、通过"隔墙售电"（用户不经电网公司而通过签订合同直接从发电方购电）项目与太阳能开发商签订 长期协议、通过社区合作社团购买绿色电力。马来西亚副总理兼能源及水务转型部部长法迪拉表示，通 过上述3种方案购电，无需再缴纳可再生能源基金这笔附加费后，绿色电力的采购成本将降低5%至 10%。 据相关测算，在"绿色电费"机制下，工业用户每千瓦时电可节省约0.085林吉特（目前马来西亚工业电 价每千瓦时在0.4—0.45林吉特之间）；通过"隔墙 ...

每经AI快讯，8月25日，贵州省发改委印发《贵州省关于深化新能源上网电价市场化改革实施方案（试 行）（征求意见稿）》。《方案》提到，集中式光伏、集中式风电、分布式光伏、分散式风电等所有风 电、太阳能发电项目，上网电量全部进入电力市场，上网电价通过市场交易形成。参与跨省跨区交易的 新能源电量，上网电价和交易机制按照国家跨省跨区送电相关政策执行。 ...

注：相对收益与沪深 300 相比 证券研究报告 2025 年 8 月 24 日 湘财证券研究所 行业研究 公用事业行业周报 1-7 月风光新增装机加快，全国累计发电装机达 36.7 亿千瓦 相关研究： 《2025年可再生能源电力消纳责任权 重发布，利好新能源消纳》2025.07.20 《新疆、蒙西"136号文"承接方案发 布，存量平稳过渡》 2025.06.29 《广东"136号文"征求意见，增量项 目保障比例不超过90%》 2025.05.18 行业评级：增持（维持） 近十二个月行业表现 % 1 个月 3 个月 12 个月 相对收益 -7 -12 -29 绝对收益 -1 0 3 分析师：孙菲 证书编号：S0500524010002 Tel：(8621) 50293587 Email：sf06902@xcsc.com 地址：上海市浦东新区银城路88号 中国人寿金融中心10楼 核心要点： ❑ 行情回顾：本周公用事业(申万)上涨 1.89%，跑输大盘 2.29pct 根据 wind，截至 8 月 22 日，本周沪深 300 上涨 4.18%，公用事业(申万)上 涨 1.89%，跑输沪深 300 指数 2.29pc ...

巴西《经济价值报》8月15日消息，据巴西国家电力局（Aneel）数据，巴太阳能装机容量已达60吉 瓦（GW），其中分布式发电42.1吉瓦，大型集中式发电17.9吉瓦。据巴光伏太阳能协会（Absolar）统 计，太阳能共占巴电网总装机容量的23.5%，仅次于水电，已减少约8830万吨二氧化碳排放。该协会 称，自2012年来，光伏行业为巴西带来超2700亿雷亚尔投资，创造超180万个绿色就业岗位，贡献超844 亿雷亚尔税收。 （原标题：巴西太阳能装机容量超60吉瓦） ...

（文章来源：中国新闻网） 中新网8月23日电据国家能源局网站消息，8月23日，国家能源局发布1-7月份全国电力工业统计数据。 截至7月底，全国累计发电装机容量36.7亿千瓦，同比增长18.2%。其中，太阳能发电装机容量11.1亿千 瓦，同比增长50.8%；风电装机容量5.7亿千瓦，同比增长22.1%。1-7月份，全国发电设备累计平均利用 1806小时，比上年同期降低188小时。 ...

【国内要闻】 ·国家发展改革委、市场监管总局、国家网信办联合起草了《互联网平台价格行为规则（征求意见 稿）》，于23日向社会公开征求意见。《行为规则》主要包括四方面内容：一是引导经营者依法自主定 价；二是明确经营者价格标示要求；三是规范经营者价格竞争行为；四是构建协同共治机制。 ·国家发展改革委有关负责同志在解读《行为规则》时表示，《行为规则》规定平台经营者不得强制或 者变相强制平台内经营者按照其定价规则，以低于成本的价格销售商品，扰乱市场竞争秩序。这里要强 调的是，平台经营者的商业模式是对用户长期免费的，且有利于推动创新进步、有利于提升经营者和消 费者长远福利的，可以不认定为低价倾销；平台经营者、平台内经营者降价处理鲜活商品、季节性商 品、积压商品、临期商品等，或者有正当理由降价提供服务的，不属于低价倾销。 ·国家发展改革委有关负责同志表示，《行为规则》规范大数据定价。规定平台经营者、平台内经营者 没有正当理由，不得在消费者不知情的情况下，基于支付意愿、支付能力、消费偏好、消费习惯等信 息，对同一商品或者服务在同等交易条件下设置不同的价格或者收费标准。 【重点关注】 ·《互联网平台价格行为规则》公开征求意见 ...

Core Insights - The National Energy Administration released national electricity industry statistics for January to July, indicating a significant growth in installed power generation capacity [1] Group 1: Installed Capacity Growth - As of the end of July, the total installed power generation capacity reached 3.67 billion kilowatts, representing a year-on-year increase of 18.2% [1] - Solar power generation capacity reached 1.11 billion kilowatts, with a remarkable year-on-year growth of 50.8% [1] - Wind power generation capacity reached 570 million kilowatts, showing a year-on-year increase of 22.1% [1]

人民财讯8月23日电，8月23日，国家能源局发布1—7月份全国电力工业统计数据。截至7月底，全国累 计发电装机容量36.7亿千瓦，同比增长18.2%。其中，太阳能发电装机容量11.1亿千瓦，同比增长 50.8%；风电装机容量5.7亿千瓦，同比增长22.1%。1—7月份，全国发电设备累计平均利用1806小时， 比上年同期降低188小时。 ...

Core Insights - In July, China's total electricity consumption reached 10,226 billion kWh, marking a historical milestone of surpassing 1 trillion kWh for the first time, with a year-on-year growth of 8.6% [1][6] Electricity Consumption Data - In July, the primary industry consumed 17 billion kWh (up 20.2% YoY), the secondary industry consumed 5,936 billion kWh (up 4.7% YoY), the tertiary industry consumed 2,081 billion kWh (up 10.7% YoY), and urban and rural residential electricity consumption reached 2,039 billion kWh (up 18.0% YoY) [6][7] - From January to July, total electricity consumption was 58,633 billion kWh, with a YoY increase of 4.5%. The industrial electricity generation accounted for 54,703 billion kWh [6] Industry Trends - The high-tech and equipment manufacturing sectors led the growth in electricity consumption, with a YoY increase of 4.6%, surpassing the average growth rate of the manufacturing sector by 2.3 percentage points [12] - The automotive manufacturing sector saw a significant increase in electricity consumption, with a growth rate of 9.7% [13] Renewable Energy Insights - By the end of May, the installed capacity of non-fossil energy generation exceeded 60% of the total, with renewable energy accounting for nearly 40% of total electricity generation [9][10] - Wind and solar power generation reached 11,478 billion kWh in the first half of the year, representing a YoY increase of 27.4% and accounting for 23.7% of total electricity consumption, an increase of 4.4 percentage points from the previous year [10] Impact of Events on Electricity Consumption - The "Su Super" football league in Jiangsu province has positively impacted local electricity consumption, with service industry electricity usage increasing by 12.7% since the league's inception [13] - The information transmission and software services sector saw a 15.5% increase in electricity consumption, driven by the rapid development of mobile internet, big data, and cloud computing [14]

Core Viewpoint - The U.S. is expected to add 33 gigawatts of solar power capacity in 2025, accounting for about half of the country's planned new generation capacity for that year [3][4]. Group 1: Solar Power Development - The U.S. Energy Information Administration (EIA) predicts that large-scale solar power generation will reach a historical high in 2025 [3]. - Texas has surpassed California to become the largest state for solar power generation, contributing over a quarter of the solar capacity planned for 2025 [4]. - Texas plans to add 9.7 gigawatts of solar power in the remaining months of this year, which represents nearly half of the solar capacity being developed in the U.S. during this period [4]. Group 2: Energy Storage and Other Sources - In addition to solar power, wind and natural gas will account for the remaining new capacity [4]. - The scale of new battery storage systems for solar and other energy sources is also expected to set an annual record in 2025 [3]. Group 3: Policy and Incentives - Federal financial incentives that have driven solar development in recent years are expected to decrease under the Trump administration, adding uncertainty to the future of solar technology [4]. - New guidelines for clean energy tax credits were announced, allowing residential solar systems to apply for tax credits under previous guidelines, while large projects must meet "actual construction" standards but can still enjoy a four-year development window [4][5].