近年来，百色引进吉利控股、澳泰铝业等龙头企业，构建起从铝土矿到高端铝材的完整产业链，并 依托西部陆海新通道节点优势，打造"进口铝土矿—氧化铝—铝加工—出口铝产品"跨境产业链，推动高 端铝产品销往东亚、东南亚、中东及欧盟等市场。"十四五"以来，全市铝产品交易额累计突破1100亿 元。 12月19日，广西百色广投银海铝业有限公司生产车间内，950℃的铝水从电解槽中滚滚流出，通过 抬包车直供下游精深加工生产线，省去了铝锭二次熔铸的能耗和成本。"现在车间电解槽一半以上的电 力来自风电、光伏等清洁能源。"该公司总工程师闫飞说。 近年来，百色市坚持"以铝为主、多业并举"发展思路，全力培育新型生态铝、林业、新能源、新材 料"四大主导产业"，以"四轮驱动"构建具有本地特色的现代化产业体系，为老区工业高质量发展挺 起"硬脊梁"。"十四五"以来，该市规上工业总产值年均增长17.7%，规上工业增加值总量跃升至全区第 二。 铝产业是百色的传统优势产业，也曾是其产业结构单一的缩影。破解"一铝独大"的产业结构困境， 关键在于推动优势产业走向高端。在吉利百矿集团年产1000万只铝轮毂项目智能化车间，机械臂灵活舞 动，铝水经精密铸造变身为闪 ...

Core Insights - Extreme weather events are identified as the biggest threat to the global economy in the next decade, with a shift from "resource dependency" to "technology dependency" in energy systems, emphasizing the importance of establishing a stable renewable energy technology system [1][6] - China has achieved a leading position in the renewable energy sector, with renewable energy installed capacity nearing 1.9 billion kilowatts and energy storage capacity reaching 70 million kilowatts by the end of 2024, both ranking first globally [1][6] - The dual carbon action plan is expected to significantly improve environmental conditions, with PM2.5 levels projected to drop to around 8 by 2060 through carbon peak and neutrality efforts, enhancing air quality in northern regions [7] Renewable Energy Development - China contributes 55% of the global increase in renewable energy generation, with one-third of its electricity coming from clean energy sources [1][6] - The country leads in solar energy technology, accounting for over 80% of global production, and is at the forefront of onshore and offshore wind energy [8] - The development of disruptive technologies, such as high-altitude wind energy and nuclear fusion, presents significant potential for future energy solutions [8] Supply Chain and Resource Challenges - The global carbon neutrality process faces challenges in technological innovation, supply chain support, and mechanism guarantees, with mineral resource constraints being particularly critical [9] - China holds a unique advantage in the renewable energy supply chain, being a leader in rare earth material processing and battery technology [9] - The limited availability of relevant mineral resources and low recycling rates of electronic waste highlight the need for circular economy solutions in the renewable energy sector [9]

基地全面完善清洁能源装备制造体系，构建"光热装备制造—系统集成—运维服务"全链条产业生态。成 功引进中车、龙腾等行业龙头企业，填补风电整机、光热集热器等部件本地生产空白；培育青海明阳等 骨干企业，提升产业本地化配套能力，推动形成光伏、风电、储能全产业链制造能力。拓展"能源+"多 元应用场景，打造"绿电—绿氢—绿氨"产业闭环。推进零碳示范园区建设，实现重点产业园绿电使用率 80%以上，构建退役装备回收体系，探索光伏组件、风机叶片绿色再生路径，助力"无废电站"建设，实 现经济效益与生态效益同步提升。 配套保障持续升级，发展动能全面增强 基地电网支撑能力显著提升，青海托素750千伏变电站主变扩建工程预计年内完工，强化本地电力消纳 与输送能力。持续优化电网架构，全力推动外送基地纳归，形成"本地消纳+跨省外送"双循环格局。推 进算电协同应用，谋划布局智能微电网、虚拟电厂，聚合多种发电单元，实时响应园区负荷需求，助力 企业降低综合用电成本。构建开放创新协作机制，汇聚行业优质资源，为研发机构和企业提供"概念验 证—中试验证—产业化推广"全链条服务。叠加国家与地方多重政策红利，碳交易市场中光热项目 CCER（国家核证自愿减排 ...

这是12月2日在甘肃省玉门市拍摄的戈壁滩上的风电机组（无人机照片）。新华社记者 范培珅 摄在这里不同时期 不同国家生产的"大风车"集聚从0.3兆瓦、 0.6兆瓦到5.6兆瓦、8.34兆瓦这些风机见证了我国风电产业发展从"跟跑"到"领跑"的逆袭之旅 在甘肃酒泉的茫茫戈壁上白色风车矩阵整齐伫立戈壁风起绿电涌动构成一道奇景 这是12月2日在甘肃省玉门市拍摄的戈壁滩上的风电机组。新华社记者 范培珅 摄在甘肃省玉门市有4台体形较小、颜色洁白的300千瓦风机它们被称作"四小 天鹅"20世纪九十年代末"四小天鹅"从国外来到玉门实现并网发电从此拉开了酒泉新能源产业的发展序幕 这是12月2日在甘肃省玉门市拍摄的戈壁滩上的风电机组。新华社记者 范培珅 摄20多年过去了戈壁滩上的风电厂越建越多技术的更迭让风机也在经历着一次 次的变身如今造价更低 规模更大 效率更高全国产化的大型风机在"四小天鹅"的身旁拔地而起 这是12月2日在甘肃省玉门市拍摄的戈壁滩上的风电机组。新华社记者 范培珅 摄甘肃酒泉位于河西走廊的最西端这里是我国风光资源储量最丰富开发条件最 优越的地区之一 这是11月19日在甘肃省酒泉市瓜州县戈壁滩上拍摄的一台风机（无人 ...

新华社兰州12月11日电 题：风起河西 绿电奔涌——甘肃河西走廊风电产业一线见闻 新华社记者郎兵兵、张智敏 寒冬时节，河西走廊西端的酒泉市瓜州县戈壁滩上，狂风呼啸着掠过黑色砾石。这片风能总储量4000万千瓦、年均可利用天数超百天的"世界 风库"，虽人迹罕至，却奇迹般"长"出连片"风机丛林"，铁塔银线交织而成的"电网河流"，正承载着奔涌绿电，为远方送去光明与温暖。 "瓜州，瓜州，大风一刮刮一周，刚来那会儿，狂风扑面而来，连呼吸都不由得急促起来。"瓜州皓达宝旭风电场项目现场负责人于云升说。 这位来自山西的风电人，带领一支平均年龄不到30岁的年轻团队，守护着10台大型风机，将凛冽狂风转化为清洁绿电。 这是在甘肃省酒泉市瓜州县戈壁滩上拍摄的彩色风机（无人机照片）。 新华社记者郎兵兵 摄 这些风机最大单机容量达8.34兆瓦，塔筒高112米，叶轮直径达200米，扫风面积约31400平方米，相当于4.4个标准足球场，是目前甘肃省单机 容量最大的风电机组。塔筒绘有彩色条纹，远远望去，宛如炫彩"大风车"。 自2024年底并网以来，该项目已累计发电超7321万千瓦时，相较同等发电量的火电项目，节约标准煤逾2.2万吨，减少二氧化碳 ...

Group 1 - The central government emphasizes the importance of standardized dismantling and resource recovery of waste electromechanical products and equipment, with over 90 dismantling enterprises supported by special funds, achieving an annual standardized dismantling capacity of approximately 180 million units [1] - In 2024, the standardized dismantling of waste "four machines and one brain" is expected to reach about 95 million units, with actual dismantling volume around half of the capacity, yielding nearly 2 million tons of recycled resources [1] - From January to October this year, approximately 86 million units were standardized for dismantling, resulting in about 1.9 million tons of recycled resources [1] Group 2 - There are over 1,900 qualified waste motor vehicle recycling and dismantling enterprises nationwide, with a projected recycling volume of 846,000 vehicles in 2024, representing a 64% year-on-year increase [2] - The recycling and utilization capacity for "new three types" of retired equipment, such as power batteries, photovoltaic panels, and wind turbine blades, has improved rapidly, but there are significant discrepancies in future predictions due to secondary market utilization [2] - By 2030, it is estimated that waste photovoltaic components will reach 1.5 to 2 million tons, waste wind turbine blades about 500,000 tons, and waste power batteries around 1 million tons, with recycling demand gradually increasing [2] Group 3 - The Ministry of Ecology and Environment plans to enhance environmental supervision and promote standardized recycling and dismantling of waste electromechanical products to prevent environmental pollution and encourage resource recovery [2] - The government is working on improving pollution control technology standards, including revising existing guidelines and developing new ones for various waste products [3] - There will be increased enforcement against environmental violations and a focus on integrating illegal dismantling activities into broader solid waste management initiatives [3]

Core Insights - The Ministry of Ecology and Environment has made significant progress in solid waste and chemical management, focusing on illegal dumping, heavy metal safety, and the construction of "waste-free cities" [1][2][3] Group 1: Solid Waste and Chemical Management - The Ministry has implemented four special rectification actions approved by the State Council, including illegal dumping of solid waste and heavy metal safety [1] - The "waste-free city" initiative is being advanced with high standards, and there is a focus on enhancing information-based environmental supervision for hazardous waste [1][2] - The Ministry has established a comprehensive management system for solid waste and chemicals, continuously improving its capabilities [1] Group 2: Heavy Metal Pollution Management - A new action plan for heavy metal safety inspections has been launched, targeting seven key heavy metals, with a focus on five provinces and 21 cities [2] - As of November 17, 2023, a total of 20,670 pollution sources have been identified, with a 72% inspection rate achieved [2] - The Ministry aims to complete the remediation of high-risk pollution sources by the end of 2027, with Guangxi province leading the efforts [2] Group 3: Hazardous Waste Management - The national capacity for hazardous waste disposal is approximately 220 million tons per year, meeting the country's disposal needs [3] - Over 1,400 small-scale collection pilot units have been established, increasing coverage and reducing environmental risks [3] - The annual production of incineration ash from municipal waste is about 13 million tons, with comprehensive utilization capacity reaching 4.3 million tons [3] Group 4: Recycling of Retired Equipment - The recycling capacity for retired "four machines and one brain" and vehicles has significantly increased, with over 90 dismantling enterprises supported by special funds [3][4] - In 2024, approximately 95 million units of retired equipment are expected to be dismantled, producing nearly 200,000 tons of recycled resources [3] - The recycling capabilities for waste photovoltaic components and wind turbine blades are approximately 200,000 tons and 100,000 tons, respectively [4]

Core Insights - The Ministry of Ecology and Environment reported a rapid increase in the standardized recycling and processing of end-of-life vehicles, with over 1,900 qualified recycling enterprises in China and an expected recovery of 8.46 million vehicles in 2024, representing a 64% year-on-year growth [1][2] Group 1: Regulatory and Financial Support - The government has ensured the standardized dismantling of waste electrical and electronic products through financial support, with over 90 enterprises receiving subsidies, leading to an annual standardized dismantling capacity of approximately 180 million units [2] - In 2024, around 95 million units of waste electrical and electronic products are expected to be dismantled, producing nearly 2 million tons of recycled resources [2] Group 2: New Equipment Recycling Capabilities - The recycling capabilities for "new three types" of retired equipment, including waste photovoltaic components, wind turbine blades, and spent batteries, have improved significantly, with waste photovoltaic components and wind turbine blades having recycling capacities of approximately 2 million tons and 1 million tons, respectively [3] - The total recycling capacity for spent batteries among 148 qualified enterprises reaches 2.5 million tons, indicating that the recycling capacity often exceeds the actual retired volume [3] Group 3: Future Regulatory Measures - The Ministry of Ecology and Environment plans to enhance environmental supervision and promote standardized recycling and dismantling of end-of-life products, including the revision of pollution control technical specifications for various waste products [4] - Continuous enforcement against illegal dismantling practices will be prioritized, with a focus on integrating more retired equipment into legitimate recycling channels [4]

Core Viewpoint - The National Energy Administration has released guidelines to promote integrated development in the renewable energy sector, aiming for a significant transformation in development philosophy, industrial structure, and productivity layout by 2030, shifting from simple scale expansion to value creation through system collaboration [1] Group 1: Integrated Development Dimensions - The "left-right" integration aims to break down barriers between different energy types, addressing the stability issues of renewable energy by combining solar, wind, coal, hydro, and storage solutions to enhance reliability [2] - The "front-back" integration focuses on connecting production and consumption, facilitating local consumption of renewable energy to reduce transmission losses and costs, thus activating consumer participation in the energy market [3] - The "up-down" integration seeks to connect the entire industrial chain, promoting the establishment of manufacturing bases for renewable energy equipment and attracting strategic emerging industries to create zero-carbon industrial parks [3] Group 2: Benefits of the New Development Model - The integrated development model, characterized by the "iron triangle" of left-right, front-back, and up-down integration, is expected to resolve current challenges in the renewable energy sector and position the industry favorably in the global green revolution [4] - The successful implementation of this upgraded model relies on continuous policy improvement from the government, increased technological innovation from enterprises, and breakthroughs in core technologies from research institutions [4]

Core Viewpoint - The National Energy Administration has released guidelines promoting integrated development in the renewable energy sector, aiming for significant changes in development philosophy, industrial structure, and productivity layout by 2030, transitioning from simple scale expansion to value creation through system collaboration [1] Group 1: Integrated Development Dimensions - "Left-Right" integration aims to break down barriers between different energy types, addressing the stability issues of renewable energy by combining solar, wind, and storage solutions to create a reliable energy supply [2] - "Front-Back" integration focuses on connecting production and consumption, enabling localized consumption of green electricity, thus reducing transmission losses and costs while activating consumer participation [3] - "Up-Down" integration seeks to enhance the entire industrial chain, attracting high-end manufacturing to resource-rich areas and fostering zero-carbon industrial parks through the coupling of green electricity with strategic emerging industries [4] Group 2: Benefits of the New Development Model - The integrated development model, characterized by "Left-Right," "Front-Back," and "Up-Down" dimensions, forms a "triangular" framework that supports high-quality development in the renewable energy sector, addressing current challenges and positioning for global competition in the green industry [4] - The successful implementation of this upgraded model relies on continuous policy improvement from the government, increased innovation from enterprises, and breakthroughs in core technologies from research institutions, emphasizing the need for collaboration among all stakeholders [4]