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中俄贸易驭局势!特朗普能源停火设想,普京访华背后欧洲加深对我们合作
Sou Hu Cai Jing· 2025-10-09 21:03
冬天的欧洲,总爱以街灯的温度来丈量形势。2024年冬,一度每兆瓦时天然气价飙到150欧元,灯还亮着,厂房却暗了。德国工业产值下滑到—8%,法国经 济停在原地,北海的风更冷。回溯到2022年,德国和法国曾试图保住与俄罗斯的能源联系,可压力自彼岸涌来,北溪管道在同年遭爆炸,欧盟的算盘被打 翻。此后的一年,美国向欧洲的液化天然气出口直接翻倍,2023年再创新高;船一艘艘来,账却越来越重。欧洲原以为击败俄罗斯可以分汤,谁知一锅汤里 多了一只看不见的手,在供给与价格之间稳稳压住秤砣。 看不见的秤砣 秤砣的主人不是战争一线的任何一方,而是全球供应链的中心。中国制造业在2023年占据全球约三成的产能,这不是抽象数字,是每一块电池、每一片光 伏、每一台机床在集装箱里说话。2024年欧盟拿出1100亿欧元搞绿色转型,太阳能板、电池、储能系统的主供应商还是中国。美国LNG船队能救急,却 贵,欧洲政策被夹在美国的气和中国的绿技之间,进退维谷。与其完全倒向美国,欧洲继续同中国做生意:2024年中欧贸易保持稳定,对德贸易达到2530亿 美元,法国与中国的贸易还增长了12%。欧洲有人连着账本叹气:若想重起炉灶,材料与设备要从东方来。 美 ...
美国站太阳能板出口UL1703检测要求
Sou Hu Cai Jing· 2025-10-09 10:00
随着全球对可再生能源需求的持续增长,太阳能板出口市场日益火爆。美国作为全球最大的太阳能需求国之一,对中国太阳能板企业来说蕴藏着巨大商 机。然而,要想顺利进入美国市场,UL1703安全认证是生产企业必须跨越的门槛。 本文将全面解析太阳能板出口美国所需的UL1703检测要求,帮助企业更好地理解这一认证过程。 UL1703是美国保险商试验所制定的平板太阳能光伏组件和面板的安全标准,该标准适用于安装在大雪、大风或沙漠等极端环境中的光伏组件。 随着技术创新,光伏产品正在取代传统建筑材料,如屋顶覆盖物和幕墙,此类装置将材料暴露在压力之下,因此利益相关者需要确保系统的长期安全性。 UL1703标准就是用来降低这些风险,确保符合安全要求的重要设计特点能够保持一致。 值得一提的是,目前UL 1703标准已被UL 61730标准替代,后者是一个国际标准,涉及太阳能光伏组件的安全性。 UL 61730包括两个主要部分:UL 61730-1涵盖光伏组件的设计要求(包括电气安全性、耐久性等),而UL 61730-2则涵盖光伏组件的测试方法和性能要求 (包括环境、机械等)。 UL1703 标准以 "极端环境耐受性" 和 "长期可靠性" ...
【Tesla每日快訊】德州驚現神秘特斯拉!下一代神車路試中,平價版Model Y來了? 🔥特斯拉免費午餐?(2025/10/3-2)
大鱼聊电动· 2025-10-03 09:59
大家好我是大鱼 一台大家从未 见过的特斯拉 在德州公路 上被拍到! 它有着 Model Y的车身 却长了张好像 Model 3的脸 难道这就是传闻 中将 彻底改写 市场规则 售价仅 2万5千美金 的秘密武器吗? 更关键的是 这几张照片泄露的 不只是价格 而是马斯克 颠覆百年汽车制造 的终极计画 这背后的真相 究竟是什么? 大家不要错过 今天的精彩内容 OK let's go 第一部分 平价版Model Y 真的来了? 大家先看 这几张照片 这是在德州 超级工厂附近 被人拍到的 一台毫无伪装的 神秘特斯拉 出现在公路上 你可能会觉得 它的外部特征 有点怪对吧? 但它很有可能 就是那台传说中 将会彻底 改变市场格局 售价只要2万5千 美金的特斯拉 如果这款车 都在公路上测试了 那它离我们 还会远吗? 我们就来聊聊 这个近期讨论度 非常高的 神秘嘉宾 你第一眼看 肯定觉得 这车怪怪的 它有个Model Y 的屁股 却长了一张像 Model 3 的脸 整个一缝合怪 这款车现在的外观 不一定是 最终的设计 不过重点不是 看它的壳 而是要看 它骨子里的东西 那我们从这台车身上 能看出什么线索呢? 第一 也是最重要的 特斯 ...
华宝新能“新能壹号大厦”奠基
Zhong Zheng Wang· 2025-09-30 08:16
Group 1 - The core viewpoint of the article highlights the explosive growth in global clean energy demand and the commitment of Huabao New Energy to transform this demand into core momentum for the entire industry chain through the "New Energy No. 1 Building" [1] - Huabao New Energy launched three zero-carbon initiatives: 1) Building an industrial collaborative ecosystem to promote low-carbon upgrades across the energy production, storage, and application chain; 2) Integrating zero-carbon concepts into the entire cooperation process to create low-carbon demonstration benchmarks; 3) Promoting social low-carbon awareness to engage more societal forces in the zero-carbon movement [1] - The company aims to make green energy ubiquitous, focusing on affordable, portable, and reliable green energy solutions for global users [2] Group 2 - Huabao New Energy has established a comprehensive green low-carbon value chain from internal production to end product delivery, supported by continuous investment in green product research and development [2] - As of June 30, 2025, the company has sold solar panels that have saved approximately 1.25 billion kWh of electricity and reduced carbon emissions by 1.243 million tons, demonstrating the tangible ecological value of its green initiatives [2]
华宝新能“新能壹号大厦”正式奠基
Zheng Quan Ri Bao Zhi Sheng· 2025-09-29 11:41
从全球新能源产业发展趋势来看,技术创新与生态化落地的双向奔赴正成为主流。在这一进程中,以华 宝新能为代表的企业正通过打造实体化产业载体,为绿色能源从"单点突破"到"生态成势"提供可借鉴的 实践路径,而随着全球绿电市场蓝海的加速拓展,这类产业动作也让市场看到绿色能源生态化发展的坚 定信心与广阔机遇,推动零碳未来加速到来。 自成立起,华宝新能以"让绿色能源无处不在"为企业使命,致力于为全球用户打造可负担得起、便携易 用且安全可靠的绿色能源解决方案。通过持续投入绿色产品研发与绿色产线建设,华宝新能已逐步构建 起从内部生产制造到终端产品交付的全链路绿色低碳价值链。 (编辑 李家琪 张昕) 本报讯 (记者李昱丞)9月29日,深圳市华宝新能源股份有限公司(以下简称"华宝新能")在深圳举 行"零碳启航・照见未来"新能壹号大厦奠基仪式。 在长期绿色化目标指引下,华宝新能制定了"绿色工厂"中长期发展规划,目前旗下18款绿电产品更是率 先通过国际权威机构TÜV南德意志集团的产品碳足迹核查认证;具体到生态成果层面,截至2025年6月 30日,其售出的太阳能板已累计为全球用户节省约12.5亿度电,减少碳排放量达124.3万吨,将绿色 ...
终于不嘴硬了?美媒开始承认:美国GDP落后中国成第二大经济体
Sou Hu Cai Jing· 2025-09-27 15:51
说起中美经济,总让人觉得像在比谁的钱包鼓囊囊,可一深挖,就发现数字背后藏着不少弯弯绕。2024年,美国GDP折合美元是29.1万亿,中国则是18.94万 亿,差距足足10万亿出头。 这数字一看,美国稳坐头把交椅,可要是换个角度,用购买力平价算账,情况就翻转了。中国早在2014年就靠这个方法超过美国,到2025年,国际货币基金 组织的预测显示,中国PPP GDP份额占全球19.68%,美国才14.75%,领先幅度拉大到10.2万国际美元。 为啥会有这种差距?汇率功不可没。2024年,人民币对美元平均汇率在7.1左右晃荡,比前几年弱了点,主要因为美联储加息,美元硬邦邦地顶上来。中国 出口企业咬牙顶着,贸易顺差还是创了纪录,近1万亿美元。 可这顺差在美元计价下,显得中国总量被压低了。要是回想2022年汇率那会儿,差距没这么夸张。现在呢,美国通胀率3.2%,中国控制在0.9%,物价稳稳 的,中国居民买东西实际能力强多了。世界银行的数据也摆在那,2024年中国PPP GDP是30.3万国际美元,美国25.4万,实体消费力不是吹的。 再说计算口径,这也挺有门道。中国侧重生产法,盯着实打实的工厂输出,2024年制造业增加值 ...
AI点燃新周期! 特朗普嗤之以鼻的可再生能源竟然涨势如虹
智通财经网· 2025-09-26 07:56
Group 1 - The stock market remains optimistic about the future of renewable energy despite the Trump administration's disinterest, driven by the belief that AI is ushering in a new cycle and that clean energy is the future of the global energy system [1][2] - The S&P Global Clean Energy Index has risen by 32% this year, led by strong performances from U.S. renewable energy giants Bloom Energy and First Solar, while popular clean energy ETFs have also shown significant gains [1] - By 2025, the U.S. is expected to see its largest solar installation capacity and battery storage capacity, contrasting with the S&P 500 Energy Sector Index, which has only increased by 5.5% this year [1] Group 2 - Fortescue Ltd. asserts that Trump's stance on climate change will not significantly suppress the long-term demand for clean electricity resources in the U.S., driven by AI's massive power needs and the pressure for emissions reduction [2][3] - The economic benefits of renewable energy are expected to outweigh political factors, as renewable energy has become more cost-effective than coal or natural gas in the U.S. [2][3] - Fortescue's CEO highlighted that the demand for clean energy will grow significantly due to cost pressures and the increasing scale of AI applications [3] Group 3 - The share of renewable energy in the global power mix has been expanding, with wind and solar systems in the U.S. nearly doubling their share over the past decade, surpassing 15% [7] - Since Trump's return to the presidency, significant delays and cancellations of renewable energy projects have occurred, amounting to nearly $42 billion [7] - Over 90% of new renewable power projects launched last year were more cost-effective than any new fossil fuel alternatives, with potential savings of up to $19 trillion in fuel costs by mid-century [7][4] Group 4 - The demand for electricity from AI data centers is expected to surge, with predictions indicating that global data center electricity demand will more than double by 2030, driven primarily by AI applications [9][10] - Major tech companies like Microsoft and Google are entering long-term power purchase agreements for renewable energy, indicating a strong demand for clean energy solutions [10][11] - UBS analysts note that the demand for utility-scale solar projects in the U.S. is gradually exceeding supply, providing significant growth potential for the solar industry [11]
美国挥舞制裁大棒,剑指中国百年能源大计,光伏绞杀如何绝地反击
Sou Hu Cai Jing· 2025-09-25 07:42
中国光伏产业崛起之路:从濒临绝境到全球领先 2022年全球光伏企业20强榜单震撼发布,其中17家中国企业赫然在列。这个数字生动展现了中国在全球太阳能产业中的主导地位。然而,这份辉煌背后,是 中国光伏人二十余年的浴血奋战史。 回溯历史,中国光伏产业曾几度濒临崩溃。这不仅是清洁能源技术的竞赛,更是一场横跨太平洋的中美能源博弈。如今随处可见的太阳能板,凝聚着中国几 代科研人员的心血。 绝境中,中国光伏人选择绝地反击。协鑫集团突破冷氢化技术,将多晶硅成本降至25美元/公斤;隆基股份押注单晶硅路线,创新金刚线切割工艺,年省成 本超120亿元。更令人振奋的是,其单晶PERC电池转换效率突破24%,终结了欧美技术垄断。 美国在1970年代石油危机后率先布局光伏产业,而中国直到2000年才真正起步。这一年,一位名叫施正荣的海归学者放弃澳洲优渥生活,怀揣太阳能技术专 利回国创业。他喊出800万美元换一个世界第一的豪言壮语惊四座。这位师从太阳能之父马丁·格林的科学家,最终在无锡市政府支持下,联合当地8家知名 企业创立了无锡尚德。 2002年,尚德首条10兆瓦生产线投产,这个如今看来微不足道的产能,却是当时中国四年太阳能电池产量的 ...
这个事关中国的报告,火了!
Huan Qiu Shi Bao· 2025-09-11 13:59
Core Insights - A report from the UK think tank Ember suggests that within five years, China could significantly impact global energy dynamics, potentially leading to a decline in fossil fuel usage by 2030, which would be a landmark achievement in combating climate change [1][4] Group 1: China's Clean Energy Transition - China's clean energy transition is characterized by its large scale and rapid pace, with nearly 25% of developing countries making significant progress in economic electrification thanks to affordable Chinese clean energy products [1][4] - Countries such as Brazil, Chile, El Salvador, Kenya, Morocco, and Namibia have surpassed the United States in the share of solar and wind energy generation [1] Group 2: Global Impact and Market Dynamics - The report indicates that China's growth in renewable energy and economic electrification is reshaping energy choices globally and creating conditions for a structural decline in fossil fuel demand by 2030 [4] - The affordability of Chinese solar panels and wind turbines is enabling people in sub-Saharan Africa to access clean energy solutions that are cheaper than traditional diesel generators [4] Group 3: International Perspectives - Despite some Western media's negative narratives about China's renewable energy sector, the tangible benefits of China's production capacity in providing clean energy to developing countries are becoming increasingly recognized [4] - Experts highlight that Africa is focused on obtaining affordable green energy without being hindered by geopolitical conflicts, emphasizing the importance of China's clean energy products in supporting Africa's green industrialization [5] Group 4: Challenges from the U.S. - The report notes that while China is advancing global clean energy transitions, the U.S. is perceived as hindering these efforts through inaction and resistance, creating uncertainty in global carbon reduction initiatives [6]
联合国气候官员哈特:中国在清洁能源革命中的作用无可替代
2 1 Shi Ji Jing Ji Bao Dao· 2025-09-11 04:06
Core Viewpoint - The 80th United Nations General Assembly emphasizes the need for international cooperation to address climate challenges and highlights China's significant role in clean energy development and climate goals [1][2][4]. Climate Action and Global Cooperation - The global clean energy installed capacity increased from 150 GW to nearly 600 GW over the past decade, with electric vehicle sales rising from less than 1% to 20% [2][5]. - The UN has played an irreplaceable role in fostering international consensus on climate change, leading to key agreements like the Paris Agreement [3][4]. - The upcoming COP30 in Brazil is seen as crucial for countries to set more ambitious emission reduction targets [2][9]. China's Role in Clean Energy - China is a leader in electric vehicle manufacturing and renewable energy investment, providing a model for developing countries [2][6]. - Despite China's progress, 80% of global clean energy investments are concentrated in developed countries and China, leaving many developing economies marginalized [2][6]. - The need for targeted investments in regions like Africa and South Asia is critical, as 800 million people still lack electricity [6][7]. Future Outlook - The next decade is defined as an "accelerated decade" for global decarbonization, with a focus on achieving significant growth in clean energy deployment and ensuring that developing countries benefit from this transition [8][9]. - China's dual carbon goals have sparked global innovation and must be leveraged to support broader climate financing frameworks [7][9].