国务院新闻办公室今天上午举行"高质量完成'十四五'规划"系列主题新闻发布会，国家发展改革委党组成员 、国家能源局局长王宏志介绍了"十四五"时期能 源高质量发展成就，并答记者问。 每3度电中就有1度绿电 我国构建起全球最大、发展最快的可再生能源体系 "十四五"是绿色低碳转型最快的五年。我国构建起全球最大、发展最快的可再生能源体系，可再生能源发电装机占比由40%提升至60%左右。 国家发展改革委党组成员 国家能源局局长 王宏志：能源消费"逐绿前行"，全社会用电量中，每3度电中就有1度绿电。全国能源消费中，非化石能源占比每 年增加1个百分点，预计将超额完成"十四五"确定的20%目标，煤炭占比每年减少1个百分点，这"一增一减"大大提升了经济发展"含绿量"。"十四五"期间， 我国出口的风电光伏产品累计为其他国家减少碳排放约41亿吨，为全球低碳转型作出重大贡献。 每5辆电动汽车就有2个充电桩 我国建成全球最大电动汽车充电网络 国家能源局有关负责人表示，"十四五"是能源供应更足、韧性更强的五年。"十四五"前四年，我国能源消费增量已达到"十三五"五年增量的1.5倍，预计五 年新增用电量将超过欧盟的年度用电量。 这五年，能源资 ...

文 | 吉林省能源局 8月8日，吉林省能源局、吉林省财政厅印发了《吉林省电动汽车充电站建设运营补贴实施 细则（修订版）》。 支持范围。对省内建成投运并接入省新能源监控平台（以下简称省平台）的充电基础设 施，采取事后奖补方式予以建设补贴和运营补贴支持，补贴资金采用项目法分配，保留省 级审批项目权限。 示范项目补贴。2025年1月1日以后，重点推进吉林省充电基础设施布局短板领域示范项 目建设，并给予示范项目一定额度的一次性建设补贴。示范项目以外的建设项目，不再给 予建设补贴。 高技术智慧充电站项目。项目需满足：利用充电站内部空间配建的自发自用分布式光伏设 备，按照设备额定功率给予一次性建设补贴，标准为100元/千瓦。 站内配建新型储能设备 的充电站，按照储能设备容量给予一次性建设补贴，标准为1 0 0元/千瓦时。 站内充电设备 包含液冷超充、V2G、无线充电等高技术应用的项目，单个设备按照200元/千瓦给予一次 性建设补贴。高技术智慧充电站项目补贴可与其他项目补贴叠加申报，叠加部分最高不超 过充电设备购置价格的2 0%。 公告原文如下： 吉林省能源局 吉林省财政厅 关于印发《吉林省电动汽车充电站建设运营补贴实施细 ...

Core Insights - The report highlights a moderate recovery in the Chinese economy, with consumption and investment as key drivers, and suggests a focus on technology growth and cyclical manufacturing as main investment themes [7][8][9] Domestic Market Performance - The Shanghai Composite Index closed at 3,635.13, down 0.12%, while the Shenzhen Component Index closed at 11,128.67, down 0.26% [3] - The average P/E ratios for the Shanghai Composite and ChiNext are 14.93 and 41.75, respectively, indicating a suitable environment for medium to long-term investments [7][8] International Market Performance - Major international indices such as the Dow Jones and S&P 500 experienced declines of 0.67% and 0.45%, respectively, while the Nikkei 225 saw a slight increase of 0.62% [4] Economic Indicators - In July, the national CPI remained flat year-on-year, with a month-on-month increase of 0.4%, while the PPI decreased by 3.6% year-on-year and 0.2% month-on-month [4][7] - The report notes that the People's Court has issued guidelines to address challenges faced by the private economy, including payment delays and financing difficulties [4][7] Industry Analysis - The report discusses the photovoltaic industry, noting a significant rebound in the index, which rose by 9.73% in July, outperforming the CSI 300 index [17] - The report emphasizes the importance of addressing low-price competition in the photovoltaic sector, with policies expected to drive industry consolidation and improve product quality [17][20] New Energy Vehicle Industry - The report outlines the rapid growth of the new energy vehicle (NEV) market, with global sales projected to exceed 20 million units by 2025, and China maintaining a leading position with a market share of 65% in global electric vehicle sales [22][23] - The NEV industry in Henan province is highlighted for its comprehensive supply chain, including raw materials, key components, and vehicle manufacturing [21][23] Storage Industry - The new energy storage sector is experiencing rapid growth, with a significant increase in installed capacity expected, driven by advancements in lithium-ion battery technology [25][26] - The report indicates that Henan province is focusing on developing a diverse new energy storage technology landscape, including lithium-ion and flow batteries [29][30] Machinery and Robotics - The machinery sector showed a 7.35% increase in July, with strong performance in engineering machinery and industrial robots, suggesting a positive outlook for these industries [31][32] - The report recommends focusing on companies with stable earnings and high dividend yields in the engineering machinery sector [31][32]