Policy Developments - China will send a high-level delegation to participate in COP30 in Brazil, emphasizing the importance of sustainable development and multilateralism [4] - The joint statement between China and Brazil highlights the commitment to addressing climate change impacts on developing countries [4] Regional Dynamics - In the first quarter, the Guangdong-Hong Kong-Macao Greater Bay Area recorded a green certificate trading volume of 780 billion kilowatt-hours, representing a 16-fold year-on-year increase [5] - The region's green certificate market is leading nationally, with a total trading volume of 1.329 trillion kilowatt-hours, showing a tenfold annual growth rate [5][6] Corporate Practices - Envision Energy plans to establish the first zero-carbon industrial park in Latin America, focusing on bio-jet fuel and green hydrogen technologies [9] - Hitachi Energy will deliver the world's first 550 kV SF₆-free GIS to State Grid Corporation, contributing to the decarbonization of the power grid [10] - Tetra Pak showcased its end-to-end solutions for ready-to-drink high-protein products, emphasizing sustainable innovation in food and beverage packaging [11]

Core Viewpoint - The article discusses the strategic collaborations between Chinese energy companies and Brazil, focusing on the development of energy storage solutions and green energy initiatives in Brazil, particularly in the context of recent agreements signed during high-level visits by Brazilian officials to China [2][3][8]. Group 1: Strategic Collaborations - Envision Group has signed a strategic cooperation agreement with Brazil to establish the first zero-carbon industrial park in Latin America, focusing on green fuel value chains and advanced green hydrogen equipment [5][6]. - Yunda Co. plans to deepen cooperation with Brazil's energy market by developing energy storage solutions, which are crucial for stabilizing Brazil's power system [10]. - The Brazilian government is set to announce the rules for its first national battery storage system auction, which aims to build a 49.7MW storage project to supply power to over 169,000 people [10][11]. Group 2: Market Potential - The Brazilian Battery Energy Storage System (BESS) market is projected to exceed 22.5 billion Brazilian Reais (approximately 3.79 billion USD) by 2030 [11]. - The first battery storage auction in Brazil is expected to attract significant investment, with a planned investment of 452 million Brazilian Reais (approximately 56.9 million RMB) [10][11]. Group 3: Company Initiatives - BYD is set to launch a storage factory in São Paulo, Brazil, in November 2024, with an annual production capacity of 1GWh of lithium iron phosphate batteries [13]. - Huawei is targeting Brazil's energy storage sector by introducing its first ultra-fast charging system for electric vehicles and trucks ahead of the battery auction [13]. - Sungrow is actively leading in Brazil's photovoltaic market while exploring new storage opportunities through partnerships [14].

【环球网财经综合报道】近年来，在全球积极应对气候变化、推动能源绿色转型的大趋势下，中巴两国在清洁能源领域 的合作不断升温，成为国际能源合作领域的亮点。巴西凭借其得天独厚的水、风、光等可再生能源资源，正加速推进能 源结构调整，而中国在新能源技术研发、产业应用等方面成果斐然，双方合作前景广阔。 在此背景下，巴西开启能源融合发展之路，利用燃气电厂和火电厂应对电网高峰负荷，发挥调节电源及备用电源作用。 同时，可再生能源发电企业转向储能、氢能等领域，通过多种绿色能源融合发展解决可再生能源波动性等问题。巴西储 能企业高管表示，风光储氢等多种能源融合发展为可再生能源产业带来新机遇与商业模式，如Babilonia可再生能源发电 站光伏发电和风电共享连接传输系统，实现优势互补、减少波动性，表明多种能源融合发展是可行路径。（陈十一） 在此背景下，巴西总统卢拉访华期间，于5月12日在北京会见远景科技集团董事长张雷，就一系列能源合作议题展开深 入交流，并见证重要合作协议签署。 据合作协议，远景将在巴西打造拉美地区首个零碳产业园，以生物航油为核心在巴西发展绿色燃料价值链，并为巴西市 场提供先进的绿色氢氨装备，打造巴西绿色石油生态系统， ...

Core Insights - Brazilian President Lula met with Envision Group Chairman Zhang Lei during his visit to China to discuss Brazil's green energy transition and the development of zero-carbon industrial parks [1] - A strategic cooperation agreement was signed between Brazil's Export and Investment Promotion Agency and Envision Group, aiming to establish the first zero-carbon industrial park in Latin America [1] Group 1 - Envision Group will focus on developing a green fuel value chain in Brazil, centered around bio-aviation fuel [1] - The company will provide green ammonia equipment for the Brazilian market, contributing to the creation of a green oil ecosystem in Brazil [1] - The zero-carbon industrial park will be based on a new power system, supporting the construction of Brazil's new green industrial system [1] Group 2 - Envision Group is currently developing various forms of zero-carbon industrial parks in Inner Mongolia, Jiangsu, and Spain [1]