格隆汇12月12日丨南网能源(003035.SZ)公布，根据公司战略发展的需要，为加快核心业务布局优化调 整，公司下属广州公司拟通过北交所公开转让所拥有的南方电网综合能源（广州）有限公司赤水分公司 （简称"赤水分公司"）的生物质发电项目（简称"赤水项目"）资产组资产，包括应收账款、存货、固定 资产、在建工程及无形资产。 ...

Industry Updates - A total of 5358 new registered renewable energy generation projects were added nationwide, including 18 wind power projects and 5336 solar power projects [2] - The Gansu-Zhejiang UHV project has made significant progress, with the completion of the foundation for the last iron tower, marking a key milestone in the construction [3] - The first domestic tethered airship for power remote sensing monitoring has successfully completed its maiden flight, capable of monitoring fire conditions and assessing the status of power transmission lines [3] - Starting from August 1, 2026, all new or updated public charging facilities in Shanghai must use products that have passed the CCC certification [4] - Zhejiang Province has achieved a record high in new power generation capacity, with a total installed capacity reaching 174 million kilowatts and 2.183 million kilowatts added this year [4] - In Hubei, one-third of the electricity consumed is green energy, with renewable energy surpassing thermal power as the primary source [5] - Gansu's wind power output reached a historical high of 2.066 million kilowatts, accounting for 96% of the province's electricity load [5] - In Shaanxi, the production of new energy vehicles accounted for 7.21% of the national total, with a year-on-year increase in production and output value [5] - Canada plans to build a new oil pipeline to expand its market in Asia, aiming to reduce dependence on the U.S. market [6] Company Developments - The first 100-kilowatt oil and gas associated wastewater hydrogen production system in China has been successfully put into operation, marking a breakthrough in resource utilization in the oil and gas wastewater sector [7]

Core Insights - In September 2025, a total of 7,218 new renewable energy projects were registered nationwide, with 32 wind power projects and 7,184 solar power projects (including 34 centralized solar projects and 7,150 distributed solar projects) [1][2]. Summary by Category Wind Power - A total of 32 new wind power projects were added across various regions [3]. Solar Power - Centralized solar power projects accounted for 34, while distributed solar power projects made up the majority with 7,150 projects [1][3]. Biomass Power - Only 2 new biomass power projects were registered [1][3]. Regional Breakdown - The regional distribution of projects shows significant variation, with notable contributions from: - Shanxi: 2 wind, 5 centralized solar, and 2,724 distributed solar projects, totaling 2,731 projects [3]. - Guangdong: 1 wind, 1 centralized solar, and 574 distributed solar projects, totaling 576 projects [4]. - Other regions like Beijing, Tianjin, and Qinghai reported no new projects [3][4].

Core Viewpoint - The announcement from the National Energy Administration highlights the significant growth in new renewable energy projects in China, particularly in solar and wind energy, indicating a strong commitment to expanding the renewable energy sector by September 2025 [1]. Summary by Category Overall Project Overview - In September 2025, a total of 7,218 new renewable energy projects were registered, excluding household photovoltaic projects. This includes 32 wind power projects, 7,184 solar power projects (34 centralized and 7,150 distributed), and 2 biomass power projects [1][2]. Wind Power Projects - There are 32 new wind power projects across various regions, with notable contributions from: - Shanxi: 2 projects - Hebei: 5 projects - Inner Mongolia: 4 projects - Guangdong: 1 project - Other regions also contributed smaller numbers [2][4]. Solar Power Projects - The solar power sector saw a total of 7,184 projects, with: - 34 centralized solar projects - 7,150 distributed commercial solar projects - Key regions for centralized solar projects include: - Gansu: Multiple projects with capacities of 100 MW each - Hebei: Significant projects including a 600 MW project [2][9]. Biomass Power Projects - There are 2 biomass power projects, with capacities of 47 MW and 20 MW located in Gansu and Guangxi respectively [12][13]. Regional Distribution - The distribution of projects varies significantly by region, with some provinces like Shanxi and Hebei leading in the number of projects and installed capacities, while others like Beijing and Qinghai have no new projects registered [2][4][8]. Project Capacity Highlights - Several projects have substantial capacities, such as: - 600 MW solar project in Hebei - 250 MW wind project in Liaoning - 200 MW wind project in Heilongjiang [5][10][11]. Conclusion - The data reflects a robust expansion in China's renewable energy landscape, with a clear focus on solar and wind energy, aligning with national energy goals and sustainability initiatives [1].

Core Viewpoint - The National Energy Administration has announced the status of newly registered renewable energy generation projects in China as of August 2025, highlighting a total of 8,658 projects, predominantly in solar and wind energy [1][2]. Summary by Category Total Projects - A total of 8,658 newly registered renewable energy generation projects were reported, excluding household photovoltaic systems [1][2]. Project Breakdown - Among the total projects, there are 23 wind power projects, 8,624 solar power projects (including 50 centralized solar power projects and 8,574 commercial distributed solar power projects), and 11 biomass power projects [1][2]. Regional Distribution - The distribution of projects across various regions includes: - Beijing: 0 projects - Tianjin: 13 commercial distributed solar projects - Hebei: 327 projects (including 6 wind and 321 commercial distributed solar) - Shanxi: 5,346 projects (including 3 wind and 2,333 commercial distributed solar) - Shandong: 296 projects (including 1 wind and 291 commercial distributed solar) - Inner Mongolia: 14 projects (including 1 wind) - Other regions also show varying numbers of projects, with some regions like Guangdong having 302 commercial distributed solar projects [3][4]. Additional Information - Detailed lists of wind, centralized solar, and biomass projects are available in the attachments, and commercial distributed solar project lists can be accessed through the Renewable Energy Generation Project Information Management Platform [2][3].

Core Insights - In July 2025, a total of 6,183 new renewable energy projects (excluding household photovoltaics) were registered nationwide, comprising 48 wind power projects, 6,128 photovoltaic projects, and 7 biomass power projects [2][3]. Summary by Category Wind Power - Nationwide, there are 48 new wind power projects registered [2][3]. Photovoltaic Power - The photovoltaic projects include 135 centralized photovoltaic projects and 5,993 commercial and industrial distributed photovoltaic projects [2][3]. - The total number of photovoltaic projects is 6,128, making it the dominant category among the new renewable energy projects [2][3]. Biomass Power - There are 7 new biomass power projects registered across the country [2][3]. Regional Breakdown - The regional distribution of projects shows significant variation, with provinces like Shandong and Jiangsu having a high number of commercial and industrial distributed photovoltaic projects, with 732 and 767 respectively [3][4]. - Some regions, such as Qinghai and Tibet, reported no new projects [4].

Core Viewpoint - In May 2025, a total of 4,917 new registered renewable energy generation projects were added nationwide, indicating a significant focus on renewable energy development in the country [1]. Summary by Categories Wind Power Projects - There were 32 new wind power projects registered in May 2025 [1]. Solar Power Projects - The majority of the new projects were solar power, with 4,875 projects in total, which includes 54 centralized solar power projects and 4,821 commercial and industrial distributed solar power projects [1]. Biomass Power Projects - Additionally, there were 10 new biomass power generation projects registered [1].