智通财经APP获悉，对能源转型的支持者而言，2025年的挑战可谓接踵而至：美国清洁能源政策大幅倒退、欧洲风电遭遇"无风 季"、企业风电投资收缩、煤电产能强势反弹。但这一年同样孕育着希望——全球电池储能装机创历史新高、数十个国家太阳能发 电占比突破纪录、主要汽车市场电动车销量持续攀升。 下文将通过八张图表，梳理2025年影响全球能源转型进程的关键里程碑与发展动态，并列出2026年及未来需要重点关注的核心数 据指标。 中国领跑清洁能源赛道 中国持续领跑全球清洁能源发展，在核电、光伏、风电及生物质能装机规模上稳居世界首位。清洁电力生产即将实现连续第七年 强劲增长，能源智库Ember数据显示，2025年前11个月中国清洁发电量同比增长15.4%。 2025年，清洁能源发电量占全国电网供电总量的比例将首次突破40%，而化石能源发电占比则降至历史最低点。 尽管化石能源仍是中国电力系统的核心支柱，但自2019年以来，清洁能源发电量的增速已达到化石能源发电量增速的四倍以上。 未来十余年，随着中国持续扩张光伏、风电、核电及储能装机规模，清洁能源在全国发电结构中的占比有望进一步提升。 中国清洁技术出海同样势不可挡。根据Ember ...

南方财经 21世纪经济报道记者吴斌海南报道 "美国总统特朗普认为气候变化是骗局，所以我们不能再依靠美国了。"泰国前副外长索拉扎·格森素瓦 （Sorajak Kasemsuvan）在第六届"海洋合作与治理论坛"上接受21世纪经济报道记者专访时表示。 在特朗普第二任期伊始，他便火速宣布退出《巴黎协定》。在联合国发表演讲时，他抨击减少碳排放和 转向清洁能源的努力，称气候变化是"骗局"。 但实际上，气候变化的冲击已经肉眼可见，全球普遍的 共识是，如果各国不采取措施缓解气候变化，未来气候变化可能会对环境造成灾难性影响。 中国和泰国在气候变化问题上正密切合作。格森素瓦表示，泰国从中国引进了许多与气候变化相关的技 术，例如太阳能系统和电动汽车，目前泰国大约20%的汽车是中国的电动汽车，未来两国将继续保持密 切合作，应对气候变化的影响。 近年来，中国车企在泰国的市场份额已经翻了几番，从5%猛增到20%左右，新能源汽车市占率更是超 过70%。 "不仅在应对气候变化问题上，泰国与中国的关系在各个方面都非常密切友好。"格森素瓦对记者表示， 泰国国王哇集拉隆功11月对中国进行了国事访问，双方举办了许多活动来庆祝建交50周年。 中泰经 ...

资料显示，东方日升新能源股份有限公司位于浙江省宁波市宁海县梅林街道塔山工业园区，成立日期 2002年12月2日，上市日期2010年9月2日，公司主营业务涉及销售、生产太阳能电池组件、EVA胶膜、 太阳能电池片、太阳能系统等光伏制造产品以及太阳能电站的投资、建设和运营。主营业务收入构成 为：太阳能电池及组件51.12%，太阳能电站EPC与转让35.49%，储能系统、灯具及辅助光伏产品 6.39%，光伏电站电费收入3.90%，其他3.10%。 从东方日升十大流通股东角度 数据显示，华泰柏瑞基金旗下1只基金位居东方日升十大流通股东。光伏ETF（515790）三季度减持 22.73万股，持有股数1037.82万股，占流通股的比例为1.12%。根据测算，今日浮盈赚取约747.23万元。 光伏ETF（515790）成立日期2020年12月7日，最新规模139.76亿。今年以来收益27.09%，同类排名 1970/4197；近一年收益22.09%，同类排名2213/4170；成立以来亏损3.65%。 12月25日，东方日升涨5.11%，截至发稿，报14.80元/股，成交14.31亿元，换手率10.95%，总市值 168.7 ...

机构持仓方面，截止2025年9月30日，东方日升十大流通股东中，汇丰晋信低碳先锋股票A（540008） 位居第三大流通股东，持股2272.36万股，相比上期减少26.48万股。香港中央结算有限公司位居第四大 流通股东，持股1463.61万股，相比上期减少290.44万股。汇丰晋信核心成长混合A（011578）位居第五 大流通股东，持股1048.36万股，持股数量较上期不变。光伏ETF（515790）位居第六大流通股东，持 股1037.82万股，相比上期减少22.73万股。汇丰晋信智造先锋股票A（001643）位居第八大流通股东， 持股833.31万股，相比上期增加30.52万股。汇丰晋信动态策略混合A（540003）位居第九大流通股东， 持股725.52万股，相比上期减少39.37万股。天弘中证光伏A（011102）位居第十大流通股东，持股 696.67万股，为新进股东。前海开源公用事业股票（005669）退出十大流通股东之列。 责任编辑：小浪快报 资料显示，东方日升新能源股份有限公司位于浙江省宁波市宁海县梅林街道塔山工业园区，成立日期 2002年12月2日，上市日期2010年9月2日，公司主营业务涉及销售、 ...

Core Insights - On November 11, Dongfang Risen's stock rose by 1.19% with a trading volume of 1.52 billion yuan, indicating positive market sentiment towards the company [1] - For the period from January to September 2025, Dongfang Risen reported a revenue of 10.467 billion yuan, a year-on-year decrease of 29.76%, while the net profit attributable to shareholders was -933 million yuan, reflecting a 40.16% increase compared to the previous year [2] - The company has distributed a total of 1.243 billion yuan in dividends since its A-share listing, with 454 million yuan distributed over the past three years [3] Financing and Trading Activity - On November 11, Dongfang Risen had a net financing purchase of 27.53 million yuan, with a total financing balance of 670 million yuan, representing 4.61% of its market capitalization [1] - The company’s margin trading balance is above the 60th percentile of the past year, indicating a relatively high level of investor interest [1] - In terms of short selling, 100 shares were repaid while 3,500 shares were sold, with a short selling amount of 44,600 yuan, and the short selling balance is at a low level compared to the past year [1] Shareholder Structure - As of September 30, 2025, Dongfang Risen had 76,200 shareholders, a decrease of 2.60% from the previous period, while the average number of circulating shares per shareholder increased by 2.66% to 12,164 shares [2] - The top ten circulating shareholders include notable funds such as HSBC Jintrust Low Carbon Pioneer Stock A and Hong Kong Central Clearing Limited, with some shareholders reducing their holdings [3]

Core Viewpoint - Oriental Risen's stock price has shown fluctuations, with a year-to-date decline of 8.26% but a recent recovery in the last five trading days, indicating potential market interest and volatility [1]. Company Overview - Oriental Risen New Energy Co., Ltd. is located in Ningbo, Zhejiang Province, established on December 2, 2002, and listed on September 2, 2010. The company specializes in the sales and production of solar energy products, including solar cell modules, EVA films, solar cells, and solar power station investments, construction, and operation [2]. - The revenue composition of Oriental Risen includes: solar cells and modules (51.12%), solar power station EPC and transfer (35.49%), energy storage systems and auxiliary products (6.39%), solar power station electricity revenue (3.90%), and others (3.10%) [2]. Financial Performance - For the period from January to September 2025, Oriental Risen reported a revenue of 10.467 billion yuan, a year-on-year decrease of 29.76%. The net profit attributable to shareholders was -933 million yuan, reflecting a year-on-year increase of 40.16% [2]. - Since its A-share listing, Oriental Risen has distributed a total of 1.243 billion yuan in dividends, with 454 million yuan distributed over the past three years [3]. Shareholder Structure - As of September 30, 2025, Oriental Risen had 76,200 shareholders, a decrease of 2.60% from the previous period. The average circulating shares per person increased by 2.66% to 12,164 shares [2]. - The top ten circulating shareholders include various funds, with HSBC Jintrust Low Carbon Pioneer Stock A being the third-largest shareholder, holding 22.7236 million shares, a decrease of 264,800 shares from the previous period [3].

Core Viewpoint - Oriental Risen's stock price has shown fluctuations, with a recent increase of 2.33% on October 30, 2023, despite an overall decline of 8.51% year-to-date [1]. Group 1: Stock Performance - As of October 30, 2023, Oriental Risen's stock price is reported at 10.96 CNY per share, with a trading volume of 5.21 billion CNY and a turnover rate of 5.24%, resulting in a total market capitalization of 12.495 billion CNY [1]. - The stock has experienced a year-to-date decline of 8.51%, but has increased by 7.45% over the last five trading days, 5.49% over the last 20 days, and 3.89% over the last 60 days [1]. - The company has appeared on the "Dragon and Tiger List" once this year, with the most recent occurrence on May 13, 2023, where it recorded a net purchase of 27.9059 million CNY [1]. Group 2: Company Overview - Oriental Risen New Energy Co., Ltd. was established on December 2, 2002, and went public on September 2, 2010. The company is based in Ningbo, Zhejiang Province, and specializes in the production and sale of solar energy products, including solar cell modules, EVA films, and solar power systems [2]. - The revenue composition of the company includes 51.12% from solar cells and modules, 35.49% from solar power station EPC and transfer, 6.39% from energy storage systems and auxiliary products, 3.90% from solar power station electricity fees, and 3.10% from other sources [2]. - As of September 30, 2023, the number of shareholders is reported at 76,200, a decrease of 2.60% from the previous period, with an average of 12,164 circulating shares per shareholder, an increase of 2.66% [2]. Group 3: Financial Performance - For the period from January to September 2023, Oriental Risen reported a revenue of 10.467 billion CNY, reflecting a year-on-year decrease of 29.76%. The net profit attributable to the parent company was -933 million CNY, showing a year-on-year increase of 40.16% [2]. - The company has distributed a total of 1.243 billion CNY in dividends since its A-share listing, with 454 million CNY distributed over the past three years [3]. Group 4: Shareholding Structure - As of September 30, 2023, the top ten circulating shareholders include HSBC Jintrust Low Carbon Pioneer Stock A, which holds 22.7236 million shares, a decrease of 264,800 shares from the previous period [3]. - Other notable shareholders include Hong Kong Central Clearing Limited and HSBC Jintrust Core Growth Mixed A, with respective holdings of 14.6361 million shares and 10.4836 million shares [3].

Group 1: Company Performance - On September 24, Dongfang Risen's stock rose by 2.67%, with a trading volume of 335 million yuan [1] - For the same day, the financing buy-in amount was 43.28 million yuan, while the financing repayment was 35.50 million yuan, resulting in a net financing buy-in of 7.79 million yuan [1] - As of September 24, the total financing and securities lending balance for Dongfang Risen was 650 million yuan, with a financing balance of 649 million yuan, accounting for 5.48% of the circulating market value [1] Group 2: Financial Overview - For the first half of 2025, Dongfang Risen reported operating revenue of 7.443 billion yuan, a year-on-year decrease of 28.84%, and a net profit attributable to shareholders of -679 million yuan, an increase of 29.49% year-on-year [2] - Cumulative cash dividends since the A-share listing amount to 1.243 billion yuan, with 454 million yuan distributed over the past three years [3] Group 3: Shareholder Structure - As of June 30, 2025, the number of shareholders for Dongfang Risen was 78,200, an increase of 5.67% from the previous period [2] - The top three circulating shareholders include HSBC Jintrust Low Carbon Pioneer Stock A, holding 22.99 million shares, and Hong Kong Central Clearing Limited, holding 17.54 million shares, which increased by 8.28 million shares from the previous period [3]

Core Points - The Seychelles government has officially launched the second round of residential solar photovoltaic subsidy program for its citizens [1] - Each household can receive a maximum subsidy of 31,500 Seychelles Rupees (approximately 2,170 USD) [1] - The total subsidy amount for this round is set at 15 million Seychelles Rupees (approximately 103,000 USD) [1] - This initiative aims to promote the country's green energy transition, encouraging residents to install solar systems on rooftops [1] - The program is designed to reduce energy costs and decrease reliance on fossil fuels [1]

Core Insights - Despite the cancellation of subsidies and tax breaks for renewable energy developers by President Trump, the growth of solar power capacity in the U.S. has slowed but not completely derailed [1] - The federal solar tax credit is set to reduce in 2026, prompting developers to accelerate solar system deployments to complete projects before the deadline, potentially boosting overall growth rates for solar capacity [4] Growth Trends - As of mid-2025, the U.S. utility-scale solar capacity has seen a year-on-year growth of approximately 10%, significantly lower than the 33% growth in 2024 and the 29% average annual growth since 2015 [1] - Texas, the largest state for solar capacity, has experienced a 14% growth in utility-scale solar capacity in 2025, indicating robust demand despite reduced federal support [5] - In contrast, California, the second-largest solar market, has only seen a 2% growth in 2025, raising concerns about future demand for solar systems nationwide [5] - Florida, the third-largest solar market, reported an 8% increase in capacity, but has not added any new utility-scale solar capacity since January, suggesting a halt in expansion efforts [7] Regional Performance - Arizona has shown strong performance with a 24% increase in utility-scale solar capacity in 2025, providing some balance to the overall market [8] - Other states such as Wisconsin, Pennsylvania, Idaho, Missouri, Michigan, Arkansas, Oklahoma, Ohio, and Indiana have also outpaced the national average in capacity growth, indicating that solar growth is not entirely stagnant [12]