资金流向方面，主力资金净流入315.14万元，特大单买入1006.08万元，占比5.56%，卖出828.54万元， 占比4.58%；大单买入4092.10万元，占比22.62%，卖出3954.49万元，占比21.86%。 截至9月30日，科陆电子股东户数7.50万，较上期增加7.23%；人均流通股18664股，较上期减少6.74%。 2025年1月-9月，科陆电子实现营业收入35.86亿元，同比增长23.42%；归母净利润2.32亿元，同比增长 251.10%。 11月24日，科陆电子盘中上涨2.11%，截至13:54，报7.73元/股，成交1.81亿元，换手率1.70%，总市值 128.38亿元。 科陆电子今年以来股价涨77.70%，近5个交易日跌10.32%，近20日跌9.59%，近60日涨9.34%。 今年以来科陆电子已经2次登上龙虎榜，最近一次登上龙虎榜为10月27日，当日龙虎榜净买入-1.04亿 元；买入总计1.21亿元 ，占总成交额比7.96%；卖出总计2.25亿元 ，占总成交额比14.76%。 资料显示，深圳市科陆电子科技股份有限公司位于广东省深圳市南山区高新技术产业园北区宝深路科陆 大厦，成立 ...

欧洲智能电网： 可再生能源波动成机遇 【energytechreviewapac网 11月21日报道】 注：图片源于网络 欧洲要实现气候目标并保障能源独立，电网基础设施的现代化改革势在必行。智能电网凭借其核心数字 智能和双向流动能力，成为化解间歇性可再生能源复杂性的关键驱动力，将波动性这一挑战转化为打造 更灵活、更具韧性、更可持续能源未来的机遇。 智能电网利用先进数字技术、传感器和智能软件组成的集成网络，对电力的生产、传输、配送和消费进 行实时管理。其核心特征是实现电力与数据的双向流动，这与传统单向电网模式有本质区别。智能电表 和嵌入式传感器可持续监测电力流向和用户使用模式，生成海量高分辨率数据，为动态运营决策提供依 据。 这种实时可视性让运营商能够以更精准地平衡供需关系。先进的监测平台汇总海量数据，实时提供电网 运行状态的全貌。电力企业可即时调整输出，更好地应对可再生能源间歇性引发的波动，并缓解电网局 部拥堵或潜在的系统故障。此外，智能电网经专门设计，能够无缝接入屋顶太阳能装置、社区风能项目 等分布式能源资源（DER）。运用精密软件，电网可接纳来自产消者社区的波动性能源输入，即便分布 式发电规模不断扩大，仍 ...

每经AI快讯，常州发布"微信公众号消息，11月19日上午，作为2025年产业链供应链国际合作交流会暨 企业家太湖论坛的重要配套活动，由常州市政府主办、市商务局承办的"新能源产业链合作对接交流会 在无锡国际会议中心举行。本次交流会的项目签约环节成果颇丰。16个重点合作项目分4批集中签约， 涵盖动力电池、储能系统、变压器、汽车零部件、智能电网等新能源产业核心领域，累计总投资近100 亿元。其中，外资项目3个，总投资1.3亿美元。 （文章来源：每日经济新闻） ...

Core Viewpoint - Kelu Electronics' stock price has seen significant fluctuations, with an overall increase of 88.28% this year, but a recent decline of 8.90% over the last five trading days [2] Group 1: Stock Performance - As of November 19, Kelu Electronics' stock price was 8.19 yuan per share, with a market capitalization of 13.602 billion yuan [1] - The stock has experienced a decline of 8.90% in the last five trading days and a decrease of 4.32% over the last 20 days, while it has increased by 14.07% over the last 60 days [2] Group 2: Financial Performance - For the period from January to September 2025, Kelu Electronics reported a revenue of 3.586 billion yuan, representing a year-on-year growth of 23.42%, and a net profit attributable to shareholders of 232 million yuan, which is a significant increase of 251.10% [3] Group 3: Shareholder Information - As of September 30, 2025, the number of shareholders for Kelu Electronics was 75,000, an increase of 7.23% from the previous period [3] - The average number of circulating shares per shareholder was 18,664, a decrease of 6.74% from the previous period [3] Group 4: Business Overview - Kelu Electronics, established on August 12, 1996, and listed on March 6, 2007, specializes in the research, production, and sales of electrical instruments, power automation products, and renewable energy solutions [2] - The company's revenue composition includes 49.83% from energy storage, 48.74% from smart grid, 0.91% from property management, 0.43% from comprehensive energy management and services, and 0.10% from other sources [2] Group 5: Institutional Holdings - As of September 30, 2025, Hong Kong Central Clearing Limited was the third-largest circulating shareholder, holding 57.6314 million shares, an increase of 35.0651 million shares from the previous period [4]

图为中国与阿联酋共建的迪拜马克图姆太阳能公园四期光热光伏综合发电项目槽式集热器（无人机照 片）。 新华社发 近日，位于英国伦敦的独立智库"亚洲之家"援引国际货币基金组织（IMF）数据指出，2024年，6个海 湾国家阿联酋、沙特阿拉伯、卡塔尔、科威特、阿曼和巴林对华贸易额达2570亿美元，超过6国与美 国、英国和欧元区国家合计2560亿美元的贸易总额。报告预计，到2028年，海湾国家与中国的贸易总额 将增至3750亿美元。 亮眼的数据背后，是古丝绸之路两端文明跨越千年的又一次"双向奔赴"。近年来，中国和海湾阿拉伯国 家合作委员会（海合会）成员国的合作热度不断上升，合作领域持续拓宽，合作成果不断涌现。本报对 话复旦大学中东研究中心主任孙德刚、西北大学中东研究所副教授王晋，解读中国与海合会国家如何跨 越山海，书写丝路友谊新篇章。 ▶▶▶成果丰硕 今年5月，中方宣布对沙特、阿曼、科威特、巴林4个海湾阿拉伯国家试行单方面免签政策，加上2018年 全面互免签证的阿联酋和卡塔尔，中国已实现对海合会国家免签"全覆盖"，为加快人员往来与多领域交 流合作提供更多便利。 【解读】 孙德刚：中国与海合会国家的合作已成为中阿合作的典范 ...

Core Viewpoint - The event during COP30 emphasized the importance of renewable energy in achieving global low-carbon development and the need for collaboration between countries, particularly between Brazil and China, to promote sustainable development and technological advancement [3][5]. Group 1: Event Overview - The event titled "Promoting Global Low-Carbon Development through Renewable Energy in the Context of Climate Change" was co-hosted by the China Investment Association, the Renewable Energy Committee of the China Energy Research Society, and the One Earth Natural Foundation of Shenzhen [1]. - The conference gathered representatives from international organizations, research institutions, and key industry enterprises to discuss the synergy between renewable energy production and consumption, as well as technological innovation and application [1]. Group 2: Key Insights from Speakers - Brazilian Ambassador to China, Marcos Galvão, highlighted the need to translate the commitments of the Paris Agreement into concrete actions, emphasizing that the global proliferation of renewable energy is crucial for achieving climate goals [3]. - Experts discussed global renewable energy development trends and the potential for emissions reduction, advocating for collaborative goals and technological innovation to drive energy system transformation [3]. - The China 21st Century Agenda Management Center presented a research outcome titled "China's Carbon Neutral Technology Development Roadmap," focusing on technology research and development, standard formulation, and industrial implementation [3]. Group 3: Roundtable Discussion Highlights - Industry leaders discussed the need for customized solutions combining multi-energy systems and energy efficiency management technologies to enhance renewable energy application in industrial sectors [4]. - There was a consensus on the necessity to promote the industrialization of biofuels and green hydrogen technologies, along with establishing a comprehensive standard system from raw material supply to end-use applications [4]. - Recommendations included creating differentiated incentives and outcome-oriented support policies to balance energy security, economic costs, and low-carbon objectives [4]. Group 4: Future Outlook - The event underscored the importance of collaboration between energy production and consumption sectors, with a call for the industrial, transportation, and building sectors to join in carbon reduction efforts [5]. - The conference served as a platform for sharing practical experiences and exploring feasible paths for renewable energy and low-carbon development, reinforcing the consensus on collaborative transformation [5]. - With accelerating technological advancements, improved policy mechanisms, and deepened international cooperation, renewable energy is expected to play a more significant role in global low-carbon transitions and in achieving the goals of the Paris Agreement [5].

Economic Outlook and CEO Confidence - 84% of CEOs in the energy and natural resources sector are optimistic about industry growth, up from 72% last year[12] - 78% of CEOs are confident about their own company's growth prospects, although this is a slight decrease from 82% in 2024[13] - 44% of CEOs expect a slight revenue increase (2.5%-4.99%) this year, compared to 30% last year[13] Artificial Intelligence and Innovation - 80% of CEOs recognize the disruptive potential of artificial intelligence (AI)[10] - 40% of CEOs are actively retraining employees affected by AI to enhance their skills[10] - 66% of CEOs expect to see returns on AI investments within 1-3 years, significantly higher than 15% in 2024[10] Mergers and Acquisitions - 55% of CEOs anticipate "moderate" M&A activity, a significant increase from 38% the previous year[16] - Only 36% of CEOs expect to engage in "major" M&A, down from 58% in 2024[16] ESG and Sustainability - 72% of CEOs have integrated sustainability into their corporate strategy, but only 38% have fully incorporated ESG into capital decisions[54] - 61% of CEOs acknowledge that public debates on sustainability hinder their focus on core tasks[54] Supply Chain Resilience - 34% of CEOs identify supply chain resilience as the primary factor influencing short-term decisions[22] - 61% of stakeholders in the renewable energy sector believe supply chain risks complicate the scaling of renewable projects[19]

能源是经济社会发展的重要物质基础和动力源泉。习近平总书记高度重视能源工作，强调"要深入 推动能源革命，促进能源消费、供给、技术、体制改革，加强国际合作，加快建设能源强国"。党的二 十届四中全会通过的《中共中央关于制定国民经济和社会发展第十五个五年规划的建议》，明确加快建 设新型能源体系的任务，指明了我国能源未来发展的方向和重点。在中国式现代化新征程上，要顺应全 球能源发展大势，锚定能源强国目标，以建设新型能源体系为抓手，大力推动我国能源转型发展。 建设能源强国的现实逻辑 能源是国民经济的命脉，强大的现代能源产业是社会主义现代化强国的重要基础。可以说，没有能 源的现代化，就没有经济高质量发展，更谈不上现代化强国建设。建设能源强国，既是应对国际能源形 势变化所需，也是经济社会绿色转型发展的客观要求。 这是世界能源转型的大势所趋。纵观人类发展历史，每一次能源转型都带来生产力大发展和国际格 局的深刻变化。18世纪，蒸汽机等重大发明的出现，使煤炭成为主要燃料，推动纺织、钢铁、机械等近 代工业蓬勃发展，英国成为第一个工业化国家。19世纪末到20世纪初，内燃机的发明与应用，推动石油 逐步取代煤炭成为主导能源，催生了能源、汽 ...

Core Viewpoint - The construction of a strong energy nation is essential for high-quality economic development and is a response to the changing international energy landscape, as well as a requirement for the green transformation of the economy and society [2][3][4]. Group 1: Importance of Energy - Energy is the lifeblood of the national economy, and a robust modern energy industry is a crucial foundation for building a strong socialist modern nation [2]. - The energy industry plays a significant role in fixed asset investment, GDP contribution, and employment absorption, making it a vital part of the national economy [3]. - The new energy industries, represented by solar, wind, storage, hydrogen, and smart grids, have become strategic emerging industries and important growth drivers for the economy [3]. Group 2: Energy Transition and Carbon Goals - Achieving carbon peak and carbon neutrality is a major strategic decision by the central government, with energy activities being the primary source of carbon emissions [4]. - Transitioning from a traditional high-carbon energy system to a clean and low-carbon new energy system is the most effective path for carbon reduction [4]. - The energy sector's reduction process directly impacts the overall progress towards carbon peak and carbon neutrality [4]. Group 3: Current Energy Landscape - By 2024, China's energy production is expected to reach approximately 5 billion tons of standard coal, with non-fossil energy consumption accounting for 19.8% [5]. - China has become the world's largest energy producer and consumer, with a more complete energy supply system and an optimized energy consumption structure [5]. Group 4: Challenges and Systematic Approach - Building a strong energy nation is a systematic project that encompasses supply security, technological strength, energy structure, and governance capabilities [6][7]. - There are still significant shortcomings in various aspects of energy development, indicating that the journey to becoming a strong energy nation is long and challenging [7]. Group 5: New Energy System Construction - The current energy development is at a critical juncture of transformation, requiring a focus on building a new energy system to achieve quality and efficiency improvements [8]. - Strengthening energy supply security is essential, especially given the high dependence on foreign oil and gas resources and rising uncertainties in the international landscape [9]. Group 6: Technological Innovation and Green Transition - The new energy system's construction relies on advancements in energy technology, necessitating a complete innovation ecosystem from basic research to industrial application [10]. - Promoting green and low-carbon transitions is crucial for breaking environmental resource constraints and achieving high-quality energy development [11]. Group 7: Governance and Regulatory Framework - Establishing a robust governance framework is vital for the new energy system, requiring the legal and institutionalization of national energy strategies and major decisions [12]. - Enhancing the energy market's regulatory effectiveness and promoting green finance tools are necessary to guide social capital into energy technology innovation [12].

Core Insights - The white paper titled "2025 Annual Report on Hainan Province's Policies and Actions to Address Climate Change" was released, marking China's first provincial-level systematic disclosure of climate change policies and actions to the international community [1] - Hainan is recognized as a national ecological civilization pilot zone, focusing on high-quality construction of a low-carbon island and promoting a comprehensive green transformation of economic and social development [1] Policy and Action Overview - Hainan has integrated climate change responses into its overall economic and social development and free trade port construction layout, enhancing its climate change policy system since 2024 [1] - Key measures include accelerating the ecological protection and green development of Hainan Tropical Rainforest National Park and defining carbon reduction pathways in energy, industry, and transportation sectors [1] Green Industry Development - To mitigate climate change, Hainan is accelerating the green low-carbon transformation of its industrial structure, significantly developing offshore wind power, photovoltaics, energy storage, and smart grid industries [1] - The province is actively creating green factories [1] Energy Structure Transformation - By September 2025, the share of clean energy (including gas) in Hainan's power generation is expected to reach 70.3%, ranking among the top in the country [1] - The new power generation capacity in the province mainly comes from renewable energy sources such as wind and solar power, while the proportion of coal in primary energy consumption is gradually decreasing, projected to drop to around 20% by 2024 [1] Transportation Sector Initiatives - In the transportation sector, the proportion of new energy vehicles in Hainan's newly added vehicles ranks first among provincial-level regions in the country [2] - The province's new energy vehicle ownership accounts for the second-highest ratio among provincial regions nationwide [2] Ecosystem and Carbon Sink Enhancement - Hainan is actively promoting blue carbon development and application to enhance the carbon sink capacity of its ecosystems [2] - The province has maintained a forest coverage rate of over 62% through continuous afforestation and greening efforts, and has added nearly 30,000 acres of mangroves in the past five years [2] International Cooperation - Hainan emphasizes open cooperation to enhance climate governance capabilities, actively implementing national strategies for openness and international cooperation [2] - The province focuses on key areas of climate change response, forming a multi-level, multi-field, and comprehensive international cooperation framework [2]