★ 宏观动态 ★ 工信部征求意见：开展卫星物联网业务商用试验，丰富卫星通信市场供给 工信部公开征求对《工业和信息化部关于组织开展卫星物联网业务商用试验的通知（征求意见稿）》的意见。 意见提出，通过开展卫星物联网业务商用试验，丰富卫星通信市场供给，激发市场主体活力，提升行业服务能 力，建立安全监管体系，形成可复制可推广的经验和模式，支撑商业航天、低空经济等新兴产业安全健康发 展，服务构建新发展格局。 央行发布9月中央银行各项工具流动性投放情况 10月10日，上交所官网发布的新开户数据显示，今年9月上交所A股新开户数达到293.72万户，环比增长 10.83%，同比增长60.73%。至此，今年前三季度A股新开户数合计已达2014.89万户，较2024年前三季度新开 户数1346.46万户同比增长49.64%。 英国前首相苏纳克，赴硅谷任职 据环球网援引英国《卫报》、路透社等媒体报道，英国前首相苏纳克已加入美国微软公司和美国人工智能(AI) 初创企业Anthropic公司担任高级顾问。《卫报》称，"英国商业任命咨询委员会(ACOBA)"当地时间周四(9日) 发布了上述消息。 路透社称，苏纳克本人同日在美国职业社交网 ...

本报讯(记者马宇薇)9月30日，内蒙古电投能源（002128）股份有限公司(以下简称"电投能源")发布公告 称，拟投资建设国家电投兴安盟突泉县6.385万千瓦风电项目。 电投能源在公告中提到，2022年10月份，为推动通辽市、兴安盟两地新能源开发合作，促进区域经济深 度协同发展，通辽市、兴安盟签署两地新能源产业协同发展框架协议。上述项目是两地新能源协同开发 的又一重要实践，进一步推动两地经济社会实现高质量发展。上述项目与突泉县44.5万千瓦风电项目共 同开发，可在当地形成规模化效应，进一步扩大电投能源在蒙东地区影响力，为后续在兴安盟进行项目 开发奠定良好基础。 公告显示，上述项目已于2025年1月立项，由电投能源全资子公司兴安电投能源有限责任公司投资建 设。项目静态总投资为2.84亿元，动态总投资为2.87亿元；考虑分摊后，项目静态投资3.11亿元，动态 投资3.14亿元。 项目拟安装3台单机容量6.7兆瓦、7台单机容量6.25兆瓦风力发电机组，10台箱式变压器，50.89千米集 电线路。项目接入已建成投运的突泉县44.5万千瓦风电项目220千伏升压站35千伏侧，通过一条送出线 路，共同送出。 ...

电投能源公告，公司全资子公司兴安电投能源有限责任公司投资建设国家电投兴安盟突泉县6.38万千瓦 风电项目。项目静态总投资为2.84亿元，动态总投资为2.87亿元。考虑分摊后，项目静态投资3.11亿 元，动态投资3.14亿元。项目拟安装3台单机容量6.7兆瓦、7台单机容量6.25兆瓦风力发电机组，10台箱 式变压器，5.09万米集电线路。项目接入已建成投运的突泉县44.5万千瓦风电项目220千伏升压站35千伏 侧，通过一条送出线路，共同送出。 ...

Group 1 - The World Energy Council emphasizes China's significant progress in energy transition, with 74% of global photovoltaic and wind power projects currently under construction in China, surpassing all other countries combined [1] - The construction of a new power system is a major task for China's electricity development, focusing on the "Nine Actions" outlined in the "Action Plan for Accelerating the Construction of a New Power System (2024-2027)" [1][2] - The new power system is seen as a hub platform for achieving carbon neutrality goals, with energy security as a prerequisite, clean low-carbon transition as the fundamental direction, and technological innovation as the core support [2] Group 2 - The electricity industry is accelerating the construction of a new power system, optimizing the energy structure, and continuously promoting clean low-carbon transformation in the economy and society [2] - The "14th Five-Year Plan" period is identified as an acceleration phase for building the new power system, requiring continuous technological innovation to support green energy transition [2] - The forum, themed "Green Development for a Shared Future," included 17 parallel sessions focusing on sustainable energy development and high-quality growth for small and medium enterprises [2]

Core Insights - The recent auction results for renewable energy prices in Shandong Province have raised concerns among investors regarding the profitability of solar and wind projects, with solar prices dropping to 0.225 yuan/kWh and wind prices at 0.319 yuan/kWh, both significantly lower than expected [1][3][4] - The mechanism price is part of a new pricing system aimed at stabilizing revenue for renewable energy projects, but the low auction results indicate a potential shift in investment dynamics within the sector [1][2][3] Group 1: Auction Results and Market Reactions - The auction results revealed a mechanism price of 0.225 yuan/kWh for solar projects, with an 80% mechanism volume ratio, and 0.319 yuan/kWh for wind projects, with a 70% mechanism volume ratio, indicating a significant drop in expected returns [3][4] - Industry reactions to the low prices have been mixed, with some anticipating the price drop due to high competition among bidders, while others express disappointment as they had hoped for prices that would allow for profitability [3][4] - The mechanism price represents a 43% decrease for solar and a 19.2% decrease for wind compared to the benchmark coal price of 0.3949 yuan/kWh, highlighting the impact on new projects' profitability [4] Group 2: Policy Changes and Investment Dynamics - Recent policy changes from the National Development and Reform Commission and the National Energy Administration aim to accelerate the construction of the electricity spot market and promote new energy consumption, indicating a shift in investment models for renewable energy [2][5] - The low mechanism prices signal that the market may not require as many solar investors in the short term, suggesting a strategic shift towards wind energy projects [5] - The competitive landscape is changing, with many investors submitting low bids to secure project approvals, reflecting a challenging environment for maintaining profitability in solar energy investments [4][5] Group 3: Future Outlook and Strategic Adjustments - The current low mechanism prices may not become the norm, as the tight timeline for project approvals and the potential for even lower market prices could lead to greater losses for investors [5][6] - Industry experts suggest that to improve the situation, policies may need to allow for more flexible timelines and encourage companies to withdraw from unprofitable projects, which could fundamentally alter supply and demand dynamics [5][6] - The focus for future market development is expected to shift towards high-quality projects, with cost control becoming increasingly important for profitability in regions with less competitive solar markets [5][6]

Core Viewpoint - Shandong Province is a leading region in renewable energy installation, with significant advancements in solar and wind power, and is at the forefront of electricity market reforms in China [1][4]. Summary by Sections Renewable Energy Capacity - As of July 2023, Shandong has a total renewable energy installation of 119 million kilowatts, with solar power accounting for 91.3 million kilowatts and wind power for 27.49 million kilowatts, making it the top province in solar capacity in the country [1][4]. Electricity Pricing Mechanism - On September 11, 2023, Shandong's Development and Reform Commission announced the results of the 2025 renewable energy mechanism electricity price bidding, with a total scale of 9.467 billion kilowatt-hours. Wind power received 5.967 billion kilowatt-hours at a bid price of 0.319 yuan per kilowatt-hour, while solar power received 1.248 billion kilowatt-hours at 0.225 yuan per kilowatt-hour [2]. Bidding Insights - The slightly lower bid price for solar power was attributed to the limited allocation of mechanism electricity, leading to "panic" pricing, while the higher price for wind power was due to a larger allocation [3]. Distributed Solar Power Development - By June 2025, Shandong's distributed solar power capacity is expected to reach nearly 60 million kilowatts, representing about two-thirds of the total solar capacity. The development of household distributed solar power is projected to exceed 50% by the end of 2024 [7]. Economic Benefits for Rural Areas - The development of household distributed solar power significantly increases income for rural residents, with each household potentially earning over 3,000 yuan annually from rooftop leasing and an initial installation fee exceeding 20,000 yuan [7]. "Shandong Model" for Solar Development - The "Shandong Model" for solar development involves a collaborative approach among government, installation entities, and grid companies, focusing on household-led, village-wide development and full-grid connection [8]. Challenges in Energy Consumption - The rapid growth of distributed solar power has led to challenges in energy consumption, particularly due to the intermittent nature of solar power generation, which does not align well with the continuous power needs of Shandong's industrial sector [10][12]. Future Directions for Renewable Energy - The focus for future renewable energy development in Shandong includes enhancing wind power and energy storage systems to better match energy supply with demand, particularly addressing the challenges posed by solar power's generation patterns [16][18]. Offshore Wind Power Resources - Shandong has rich offshore wind resources, with plans for significant offshore wind projects, including 12 offshore wind farms already established by the end of 2024 [17]. Energy Storage Development - The goal is to establish 3 million kilowatts of new energy storage by 2025, with an emphasis on improving market mechanisms for energy storage to enhance competitiveness [19]. Direct Power Supply to Industries - The strategy of direct power supply from renewable energy sources to industrial clients is gaining traction, with significant growth in commercial solar installations, which are expected to exceed 30 million kilowatts by mid-2025 [20].

其次，地缘政治冲突严重拖累本已进展缓慢的转型之路。由于乌克兰危机爆发，美欧对俄实施制裁，导 致俄罗斯大幅减少对欧洲天然气供应，造成欧洲能源供应紧张，使德国重启两座燃煤电站；美国《清洁 能源与安全法案》禁止向"与俄有能源合作的国家"提供光伏补贴，导致孟加拉国、巴基斯坦等国的光伏 项目被迫停工。国际能源署署长比罗尔为此警告称，如果各国只顾自身利益，1.5℃全球气温控制目标 在2030年前将彻底无望实现。 此外，全球70%的新能源研发投入集中在美、欧等发达经济体，氢能电解槽、储能电池正极材料等核心 技术被少数跨国企业垄断。在尼日利亚，当地建设的光伏电站因无法获得先进储能技术授权，只能依赖 传统铅酸电池，导致发电效率损失达30%；在巴西，风电项目因进口欧洲变流器成本过高，被迫推迟并 网时间，影响约500兆瓦装机容量。更严重的是，技术封锁加剧了不公平现象。美国能源信息署的数据 显示，发展中经济体获取清洁能源技术的成本，平均比发达经济体高出40%以上，直接导致其可再生能 源装机增速较发达经济体慢2个至3个百分点。由此可见，只有建立公平公正的国际能源秩序，才能让能 源转型步伐更快、更稳，照亮人类共同的未来。 （文章来源：经 ...

Core Insights - The Cox's Bazar Wind Power Project is Bangladesh's first centralized wind power project, located in the southeastern coastal city of Cox's Bazar, providing a significant source of green energy to the local area [1][2]. Group 1: Project Overview - The project has a total capacity of 66,000 kW and generates approximately 145.6 million kWh of green electricity annually, reducing coal consumption by 44,600 tons, CO2 emissions by 109,200 tons, and SO2 emissions by 251.5 tons each year [2]. - The wind farm consists of 22 turbines and connects to the local grid through a 132kV substation and a 10 km double-circuit transmission line, supplying power to around 100,000 households [2][7]. Group 2: Economic and Social Impact - The reliable electricity supply from the wind project alleviates power shortages that previously affected local businesses, particularly hotels and restaurants, thus supporting economic development and tourism in the region [2][3]. - The project has also contributed to local employment by training the first batch of wind power industry professionals in Bangladesh, enhancing local expertise in renewable energy [2][3]. Group 3: Future Development Plans - There are plans to further develop integrated smart energy projects in the region, combining wind and solar energy, to establish Cox's Bazar as a major hub for renewable energy in Bangladesh [3]. - The government aims to increase the share of renewable energy to 40% by 2041 as part of its energy transition strategy, addressing the growing electricity demand which has been rising by approximately 10% annually [3][4]. Group 4: Broader Renewable Energy Initiatives - The project is part of a larger trend of increasing investment in renewable energy in Bangladesh, facilitated by Chinese companies under the Belt and Road Initiative, which includes various solar and wind projects [4][7]. - The Pabna Solar Power Project, another significant renewable initiative, is expected to generate about 100 million kWh of clean electricity annually, further contributing to the reduction of carbon emissions and improving local air quality [4].

Core Viewpoint - Envision Energy has formed strategic partnerships with Turkish companies Yildizlar Group and Mensis Enerji to develop renewable energy projects in Turkey, aiming to optimize the energy structure and achieve carbon neutrality goals [1][2][4]. Group 1: Partnership Details - Envision Energy will collaborate with Yildizlar Group to develop a 232MW wind farm in Karaman Province, marking its first wind power project in Turkey [1][3]. - The partnership with Mensis Enerji will expand to over 4.5GW of wind power projects, focusing on market expansion, technological collaboration, and policy advocacy [2][4]. Group 2: Strategic Importance - The collaboration is seen as a significant breakthrough for Envision Energy's market expansion and a key step in its globalization strategy, as Turkey is emerging as an important renewable energy market [4]. - The partnership aims to enhance energy autonomy in Turkey and contribute to a cleaner, sustainable future, with both companies committed to long-term project development [4][6]. Group 3: Market Potential - Turkey's wind power market is projected to reach 30GW by 2035, with a remarkable growth rate of 177% in installed capacity over the past decade [4]. - As of May 2025, Turkey's installed wind power capacity is expected to exceed 13GW, meeting over 11% of its electricity demand [4].

Group 1 - The report outlines a new energy cooperation framework between China and the Shanghai Cooperation Organization (SCO) countries, emphasizing mutual supply and demand complementarity, with SCO countries producing over 40% of global oil and gas [1][14] - China and India are identified as major energy consumers, with their combined primary energy consumption accounting for approximately 35% of global consumption, and significant growth expected in their energy demands by 2030 [14][15] - The cooperation includes both traditional and renewable energy initiatives, with China importing about 50% of its oil and gas from SCO countries, highlighting the importance of energy trade [15][20] Group 2 - The report introduces a "142" new paradigm for energy cooperation, which includes leadership direction, policy alignment, shared platforms, industrial collaboration, financial empowerment, shared responsibilities, and social foundations [2][8] - Future cooperation will focus on building a collaborative system of industry chains, supply chains, value chains, and information chains, promoting industrial synergy [2][9] - Emphasis is placed on digital transformation and innovation in energy production, as well as deepening green and low-carbon cooperation [2][9] Group 3 - The report highlights the importance of energy infrastructure interconnectivity, with cross-border oil and gas pipelines enhancing regional integration and optimizing resource allocation [14][23] - Major projects like the Yamal LNG project in Russia are noted for their significant economic impact and contribution to local industries [24] - Localized development through energy projects is emphasized, with Chinese companies contributing to local industry upgrades and technology transfer [26][29] Group 4 - Financial cooperation is seen as a key driver for energy collaboration, with large-scale projects creating substantial funding needs and prompting innovative financing models [26][29] - The establishment of energy industry funds and green bonds is mentioned as a means to support renewable energy projects [26][29] - The report underscores the role of energy cooperation in enhancing financial international business opportunities [26][29]