该项目与马哈拉施特拉邦电力分销公司签署了为期25年的购电协议，可为胜科工业提供长期稳定的收益来源。此次收 购进一步扩大了胜科在印度的可再生能源布局，截至目前，其在印度的可再生能源装机容量（含在建项目）已超过 7.6吉瓦，全球范围（含待完成收购）则增至20.2吉瓦。公告发布后，胜科工业股价小幅波动。 胜科工业12月26日宣布，其全资可再生能源子公司Sembcorp Green Infra Private Limited已完成对印度ReNew Sun Bright公司的全资收购，交易金额约为2.46亿元。被收购方在印度拥有一座装机容量300兆瓦的太阳能电站，自2021年 11月投入运营，并通过国家电网并网发电。 ...

Core Viewpoint - Canadian Solar Inc. (CSIQ) has experienced a stock price increase of 3.57% on December 17, reaching $24.05 per share, with a total market capitalization of $1.611 billion [1] Financial Performance - As of September 30, 2025, Canadian Solar reported total revenue of $4.378 billion, reflecting a year-over-year decrease of 2.11% [1] - The company recorded a net profit attributable to shareholders of -$17.788 million, which represents a significant year-over-year decline of 928.12% [1] Company Overview - Canadian Solar is recognized as one of the largest providers of solar photovoltaic products and energy solutions globally, as well as one of the largest developers of solar power plants [1] - The company's operations span across North America, South America, Europe, South Africa, the Middle East, Australia, and Asia [1] - Canadian Solar's business is divided into two segments: CSI Solar and Global Energy [1]

大家好，今天犀哥这篇文章，主要来聊聊中国的能源。这可不是单纯的发电用电，背后藏着的是国家发 展的大算盘，跟咱们每个人的日子都息息相关，为什么这么说？ 中国光伏基地 首先得说，中国沙漠光伏基地那事儿是真挺震撼的，两年前还是一片没人去的沙漠，现在铺得比两个曼 哈顿还大，发的电够一个小国敞开用。 千万别觉得这就是中国又搞了个"大工程"显摆，这里边的门道深了去了，本质上是中国在解一个几十年 的"死局"。 咱们都知道中国是"世界工厂"，机器转、经济跑，都得靠石油撑着，但问题是，咱们自己家的石油太少 了，90%都得从国外买，每天得拉1000万桶回来。 更让人揪心的是，这些油轮大部分都得走美国海军盯着的航线，相当于能源"生命线"被人攥着。 这可不是吓唬人，北京天天都得琢磨这事儿，毕竟一旦航线被封，经济就得停摆，这后果谁也扛不住。 所以中国没别的选，只能搞一场"能源革命"，说白了就是打造一套不依赖石油的体系，中国沙漠光伏基 地就是这套体系里的"关键装备"。 这两年咱们能明显感觉到，太阳能、风能这些清洁能源发展得贼快，去年中国所有太阳能电厂发的电， 加起来比法国和英国的总和还多，而且这些电厂里一大半三年前还没影呢。 风能更猛， ...

12月1日，四川省发展和改革委员官网发布了《四川2026年电力市场交易总体方案（征求意见稿）》及 《四川电力市场规则体系V4.0（征求意见稿）》在线意见征集情况。意见征集期间，共收到反馈意见5 条，建议内容均为分时电价政策方面。经认真研究，已采纳相关意见建议，对分时电价执行方式进行优 化调整，零售用户非现货联动电量按照现行分时电价政策执行。 国外要闻 国外要闻 01 近日，据JMK Research预测，印度将在2026财年（截至2026年3月31日的12个月）新增约 41.5GW光伏 装机容量。其中，大型电站项目约32GW，屋顶光伏约8GW，离网系统约1.5GW。2025年1月至9月期 间，印度新增大型光伏装机约 22.5GW，同比增长 70.3%；同期新增屋顶光伏约 5.8GW，同比增长 81.6%。 02 日前，毛里塔尼亚经济与发展部长与法国对外贸易和吸引投资部长级代表在努瓦克肖特签署一项优惠贷 款协议，用于建设10座配备储能系统的太阳能电站。贷款总额为3922万欧元（约合 18.17 亿新乌吉 亚）。毛方表示，该融资体现了总统加兹瓦尼推动清洁能源普及、缩小城乡差距和改善基本公共服务的 承诺。 国内要闻 ...

文|有风 编辑|有风 柏林峰会上，马克龙又把"欧洲战略自主"挂在嘴边了。 这话听着耳熟，往前数60年，戴高乐就喊过"欧洲人的欧洲"。 半个多世纪过去，欧洲到底能不能自己说了算？ 欧洲搞战略自主，就像手里攥着一把沙子，看着挺多，使劲一握全漏了。 从能源到技术，从防务到外交，处处想独立，处处受制于人，这到底是为啥？ 能源自主，转型路上的绊脚石 能源这块，欧洲可没少折腾。 俄乌冲突后，大家都说要摆脱对俄依赖，可转头就发现，买天然气还得看美国脸色。 美国的液化天然气倒是管够，就是价格比俄罗斯的贵不少。 冬天供暖、夏天制冷，工业生产要用电，这些基本需求都捏在别人手里，谈自主确实有点底气不足。 技术突围，ASML与大众的双重困境 能源这块还没理顺，技术自主的路也不好走。 荷兰ASML是全球光刻机巨头，听着挺牛，可关键零部件还得靠美国供应。 美国说不准给中国卖高端机型，ASML只能乖乖听话。 德国大众更有意思，跑到中国合肥建研发中心，说是要本土化创新，结果核心技术还是攥在德国总部手 里。 法国道达尔搞的光伏项目，本想在北非建太阳能电站，结果当地政局一不稳，项目就黄了。 德国想多用电，可新能源发电不稳定，碰上个阴天、没风的日 ...

Core Points - Mauritania's Minister of Economy and Development, Sidya, signed a concessional loan agreement with France's Minister for Foreign Trade and Investment, Faurissier, for the construction of 10 solar power plants equipped with energy storage systems, totaling €39.22 million (approximately 1.817 billion new ouguiyas) [1] - The financing reflects President Ghazouani's commitment to promoting clean energy, reducing urban-rural disparities, and improving basic public services [1] - The Mauritanian government is actively advancing significant projects in the electricity sector through various departmental plans and has allocated substantial resources in the national investment budget to enhance power supply capacity, promote economic growth, and ensure social equity [1] - The national electricity coverage in Mauritania has increased to over 50%, marking significant progress towards achieving the United Nations Sustainable Development Goals for clean energy [1] - Faurissier emphasized that the signing will further deepen the long-standing friendly relations between the two countries, and France will continue to support Mauritania's development in the renewable energy sector [1]

Core Insights - LinYong Energy reported a revenue of 3.674 billion yuan and a net profit of 359 million yuan for the first three quarters of 2025, with a proposed cash dividend of 0.088 yuan per share, totaling approximately 180 million yuan, which represents 50.04% of the net profit [2][6] Smart Metering - LinYong Energy has maintained a strong domestic market share through stable bidding success, product innovation, and deepened research cooperation, achieving a bid amount of 551 million yuan in major state grid projects [3] - The company has expanded its global footprint, signing a supply contract worth 383 million yuan for smart meters in Australia and achieving over 30% market share in Poland and the Middle East [3] New Energy - The company's subsidiary, LinYong Zhiwei, has seen its operation and maintenance capacity exceed 25 GW, marking a 40% increase since the beginning of the year, positioning it among the top tier in the industry [4] - LinYong is actively developing value-added services and has recently been approved as a distributed energy aggregator in Jiangsu, enhancing its capabilities in the energy market [4] Energy Storage - The energy storage business is focused on both domestic and international markets, achieving significant milestones such as a large-scale project in Mongolia and a 40 MW storage project in Mauritius [5] - The company emphasizes technological innovation, recently obtaining a patent for a battery pack thermal runaway protection method, showcasing its strong technical capabilities [5] Overall Business Strategy - Despite short-term performance fluctuations, LinYong Energy's long-term development logic remains intact, with steady progress in global expansion across its three core business areas, continuous technological innovation, and an optimized business structure [6]

Group 1 - The research teams from the Shenzhen Institute of Advanced Technology and Donghua University have successfully developed a new type of neural fiber electrode called "neural worm," which is flexible, stretchable, and capable of free movement, marking a breakthrough in brain-machine interface technology [2] - Citic Securities suggests focusing on investment opportunities in precious metals and copper, as gold and silver prices surged due to factors like the U.S. government shutdown, expectations of continued interest rate cuts, and global central banks' ongoing gold purchases [3] - Huatai Securities reports that the liquor industry experienced a subdued performance during the National Day and Mid-Autumn Festival, with overall sales under pressure, although some regions showed slight improvements [4][5] Group 2 - Shanghai's online and offline consumption payments reached 79.6 billion yuan during the National Day holiday, with a year-on-year growth of 3.0%, and notable increases in restaurant sales and key shopping districts [6] - Sembcorp Industries announced a 246 million SGD acquisition of an Indian solar power plant, expanding its renewable energy footprint in India [7] - Google has partnered with the Los Angeles Organizing Committee to become the official cloud service provider for the 2028 Olympics, utilizing AI technology to enhance experiences for spectators and athletes [8] - Google plans to invest 5 billion euros in Belgium over the next two years to expand its cloud computing and AI infrastructure, including the addition of 300 full-time jobs [9] - Alibaba completed an exchange offer for its outstanding priority notes, involving up to 1 billion USD in principal amount, as part of its debt management strategy [10] - Airbus delivered 73 aircraft in September, bringing the total deliveries for the year to 507 [11] - The Chinese film market is experiencing a strong recovery, with the National Day box office surpassing 1.8 billion yuan, and the total box office for the year expected to reach 50 billion yuan [12] - IMF President Kristalina Georgieva indicated that while the global economy is performing better than expected, it has not yet faced a comprehensive test, and concerning signs suggest that a real test may be imminent [13]

Core Viewpoint - 易成新能 experienced a decline of 7.14% on September 30, with a trading volume of 1.263 billion yuan, indicating potential market volatility and investor sentiment concerns [1] Financing Summary - On September 30, 易成新能 had a financing buy-in amount of 95.9833 million yuan, with a net financing buy of 14.5722 million yuan after 81.4110 million yuan in financing repayments [1] - The total financing and margin trading balance reached 271 million yuan, with the financing balance of 270 million yuan accounting for 2.64% of the circulating market value, indicating a high level compared to the past year [1] - The company repaid 9,600 shares in margin trading while selling 6,000 shares, with a selling amount of 32,800 yuan, and a margin balance of 949,500 yuan, also at a high level compared to the past year [1] Company Overview - 河南易成新能源股份有限公司, established on November 4, 1997, and listed on June 25, 2010, is based in Zhengzhou, Henan Province, focusing on the production and sales of diamond wires, solar power plant construction, high-efficiency monocrystalline silicon cells, and lithium battery storage [2] - The company's revenue composition includes: photovoltaic aluminum frames and non-ferrous metal processing (30.47%), other products (22.68%), graphite electrodes and related products (18.67%), graphite products (10.07%), photovoltaic/wind power generation (6.62%), lithium batteries (5.88%), and photovoltaic/wind power construction (5.61%) [2] - As of September 19, the number of shareholders was 34,500, a decrease of 2.06%, with an average of 54,165 circulating shares per person, an increase of 2.11% [2] Financial Performance - For the first half of 2025, 易成新能 reported a revenue of 2.069 billion yuan, a year-on-year increase of 9.71%, while the net profit attributable to shareholders was -170 million yuan, a year-on-year increase of 61.50% [2] Dividend Information - Since its A-share listing, 易成新能 has distributed a total of 81.1402 million yuan in dividends, with no dividends paid in the last three years [3] Institutional Holdings - As of June 30, 2025, the top ten circulating shareholders included Hong Kong Central Clearing Limited, which increased its holdings by 6.6441 million shares to 12.0663 million shares, and Southern CSI 1000 ETF, which increased its holdings by 1.3403 million shares to 6.9412 million shares [3]

Core Viewpoint - Sembcorp Industries announced the acquisition of ReNew Sun Bright, a renewable energy company in India, for approximately SGD 246 million, enhancing its renewable energy presence in the Indian market [1] Group 1: Acquisition Details - The acquisition was made through Sembcorp Green Infra, a wholly-owned subsidiary of Sembcorp Industries [1] - ReNew Sun Bright owns a solar power plant with a capacity of 300 megawatts, which has been operational since November 2021 [1] Group 2: Strategic Implications - This move signifies Sembcorp's commitment to expanding its renewable energy portfolio in India, a key market for sustainable energy development [1]