屋顶太阳能设备
Search documents
全球清洁能源转型摆脱西方主导
Zhong Guo Hua Gong Bao· 2025-10-13 02:47
在向全球新兴经济体推广清洁能源方面,中国一直发挥着关键作用。通过"一带一路"国际基础设施项目 及成熟的贸易关系,中国已成为全球清洁能源市场的核心参与者。耶鲁大学旗下环境资讯平台"耶鲁环 境360"近期一份报告指出:"2018年以来,肯尼亚、也门、斯里兰卡和坦桑尼亚从中国进口的太阳能设 备总量,约相当于各自全国电网总容量的一半。"美国近期的政策反而巩固了这些贸易关系,并推动中 国与许多遭受高额关税针对的新兴经济体建立更紧密的联系。然而,若要实现全球气候目标,发展中国 家在气候融资方面仍需获得支持。全球多个发达国家与发展中国家政府组成的联盟,已为在纽约举行的 联合国大会准备了一封公开信,敦促各国领导人在这个对气候而言"决定性的十年"中迅速采取行动。 声明警示称:"各国在能源获取与投资机会方面的显著差距依然存在。仍需付出更多努力,确保清洁能 源转型不仅在全球范围内推进,更能惠及最需要它的民众与经济体。"非洲拥有全球最丰富的清洁能源 生产潜力之一,但获得的全球气候融资仅占极小份额,尽管非洲民众已在承受由北半球发达国家排放引 发的气候变化带来的影响。尽管清洁能源转型具有充分的经济合理性,且在某些领域已达到"逃逸速 度" ...
突然,暴跌92%!啥情况?
券商中国· 2025-03-05 11:38
Group 1: Market Overview - On March 5, the Hong Kong stock market experienced a significant rise, with the Hang Seng Index increasing by 2.84% and the Hang Seng Tech Index rising over 4% [1][5] - Notable individual stock performances included Hua Hong Semiconductor and Xiaomi Group, both rising over 7%, while SMIC and Meituan increased by over 6% [1][5] - Southbound capital saw a net inflow of 8.369 billion HKD throughout the day [5] Group 2: Yimei International Holdings - Yimei International Holdings, an investment holding company, focuses on providing one-stop design and construction solutions for permanent mooring projects, along with developing and selling renewable energy generation and storage systems [2] - For the first half of 2024, Yimei reported a revenue of 83.932 million HKD, a year-on-year increase of 10.91%, but a net profit of 4.624 million HKD, down 53.08% compared to the previous year [2] - The decline in gross and net profit was attributed to reduced profit margins in the permanent mooring business and increased expenses in developing green energy projects [2] Group 3: Green Energy Business Expansion - Yimei's green energy business generated approximately 6.4 million HKD in revenue during the first half of 2024, with successful progress in electricity sales in Guangdong and Shandong provinces [3] - The company obtained a market electricity sales license from the Hunan Power Trading Center in July 2024, aiming to expand its geographical coverage [3] - Yimei plans to continue expanding its electricity sales business into other provinces with mature electricity spot markets [3][4] Group 4: Financial Health - As of June 30, 2024, Yimei's debt-to-asset ratio rose to approximately 59.5%, up from 58.7% at the end of 2023, primarily due to an increase in total borrowings [3] Group 5: Analyst Insights - Analysts suggest that the Hong Kong stock market is transitioning from a "dividend bull" to an "AI bull," with technology companies potentially experiencing a revaluation as they shift from value stocks back to growth stocks [8] - Investment strategies recommend a focus on high elasticity and high dividend yield stocks, particularly in the AI and technology sectors, as well as the semiconductor industry [8][9]