jiemianxinwenjianxijizhe | tianheqi

IEA：去年清洁技术制造吸引投资2350亿美元

jinri，guojinengyuanshu(iea)biaoshi，diandongchedexiaoliangyicong2015nianjinzhanxinchexiaoshoude1%jizengzhimuqiandejin20%，xianshichukechixujishudekuaisuzengzhang；dao2035nian，kezaishengnengyuanshichangjiazhiyujijiangchaoguo2wanyimeiyuan，zheifanyinglemuqiandezhengcesheding，yuquanqiushiyoushichangdelishipingjunjiazhimiqiexiangguan；qingjiejishuzhizaozaiqunianxiyinle2350yimeiyuandetouzi，bi2022nianzengzhangle50%。

三峡能源拟718亿投建新疆南疆塔克拉玛干沙漠新能源基地项目

sanxianengyuan(600905.sh)10yue30rifabugonggaocheng，nitouzijianshexinjiangnanjiangtakelamaganshamoxinnengyuanjidixiangmu，gongjiansheguangfu850wanqianwa、fengdian400wanqianwa，peitaojianshemeidian6×66wanqianwahexinxingchuneng500wanqianwashi。xiangmudongtaitouzijinewei718.48yiyuan，qizhongxiangmuzibenjinzhantouzijinede25%，wei179.63yiyuan，yougudonganzhaochigubilichuzi，gongsichuzi61.07yiyuan。

晶科能源等企业回应光伏组件将涨价

10月29日，有市场消息称，几家光伏龙头企业组件出货价格有所上调。10月30日，晶科能源(688223.SH)对界面新闻记者回应称，基于行业“反内卷”会议所达成的共识，各企业正共同努力促进产业链价格逐步回归合理区间，公司积极响应，期待行业早日重回健康发展轨道。晶澳科技(002459.SZ)也对界面新闻称，市场上分销渠道价格略有调整。另据银柿财经报道，隆基绿能(601012.SH)biaoshiguangfuzujianjiageshangzhang0.01-0.02fen/waxiaoxishushi。jiemianxinwenziduojiaguangfuqiyechudedaozhengshi，muqianzhengtikanzujianjiagequeshiyousuohuisheng。

海博思创与澳大利亚能源集团Tesseract达成战略合作

juhaibosichuangguanwei10yue30rixiaoxi，zaiaodaliyaquannengyuanzhanlanhui（all-energy australia 2024）shang，haibosichuangyuaodaliyanengyuanjituantesseractdachengzhanlvehezuo，xiangmuguimojin1 gwh。shuangfangjinqijiangzainanaohezuobushuyige200mw/800mwhdaxingchunengxiangmu，bingkaolvjixukuodaheshenhuazheiyilingyudehezuo，gongtongkaifalingwailianggedaxingchunengxiangmu。zaigongshangyechunengfangmian，tesseract jihuatuozhan “nengyuancunchujifuwu”jihua，yujisannianzhineikaifabushu120mwhdegongshangyechunengxiangmu。haibosichuangjiangyutesseracthezuotuozhanbiaohouchunengyewu。

报告：到2030年欧盟碳价势将翻一番多，达到145欧元/吨

juxinlangcaijing10yue30rixiaoxi，suiranshougongyingbuquedingxinghechuangjiludipaifangliangyingxiang，oumengtanjiajinnianyizhibaochidimi，dangenjujigougusuan，dao2030nianoumengtanjiakenengshangzhangyibeiyishang，dadao145ouyuan/dun。jigouyuji，2024nianoumengtanjiajiangjiangzhipingjun65ouyuan/dun。suizhepaifangpeiegongyingxuejiankaishichanshengyingxiang，benshinianshengyushijiannei，duanqineidimidejiageshuipingjiangkandaoshichangyingtouganshang。

国际可再生能源机构：风电危机阻碍世界达成绿色能源目标

jinri，2023nianzaidibaijuxingdecop28qihoudahuishang，laizi130duogeguojiadelingdaorentongyizai2020niandaimojiangkezaishengnengyuanfadianzhuangjirongliangtigaoliangbei。zheishicicinianduhuiyishangweishubuduodeqieshixieyizhiyi，zheigemubiaoduijiangdihuashiranliaoyilaifeichangguanjian。guojikezaishengnengyuanjigou(international renewable energy agency)biaoshi，suiranzheigemubiaorengkeyishixian，danmuqianqingjienengyuandebushuhaibugoukuai，fenglifadiandetuiguangyexiangduizhihou。“fengnengshiqizhongdezhongdawentizhiyi，”guojikezaishengnengyuanjigoufengnengyanjiuzhuguanaolifu·meitekafu(oliver metcalfe)shuo，“fengnengfazhanbufahuanman，yingxiangleshixiankezaishengnengyuanzengjialiangbeimubiaodejinzhan。”

维尔利：与碳科公司签订废弃油脂合作框架协议

weierli(300190.sz)10yue30riwanjiangonggao，jinri，gongsiyuzhongshihuatanchanyekejigufenyouxiangongsiqiandingle《feiqiyouzhihezuokuangjiaxieyi》。shuangfangniliyonggefangzaichanyejizibenfangmiandeyoushizaifeiyouzhishoujihechuli（baokuodanbuxianyufeiqiyouzhishouji、yunshu、cangchu、yuchuli、chanpinshengchanhexiaoshoudengfangmian）zhankaiquanfangweidetansuoyuhezuo。

全球首座HPBC 2.0分布式实证电站正式揭牌

julongjilvneng(601012.sh)guanweixiaoxi，10yue29ri，zaiguojiataiyangnengguangfuchanpinzhiliangjianyanjiancezhongxinyinchuanjidi，quanqiushouzuohpbc 2.0shizhengdianzhanzhengshijiepai。muqian，dabufendianzhandoushicaiyongdimianzhijiedajiandexingshijinxingshizhengceshi，zheizhongfangshiduifenbushidianzhaneryan，shizhengshujuhuiyouyidingpiancha，yincifenbushidianzhandeshizhengceshiyidingyaozaifenbushichangjingjinxing。bencihpbc 2.0chanpindeshizhengceshi，jiangshouciyongfenbushiteyouchangjingjinxingshizhengceshi，tongguozaixianchangdajianzhenshidecaigangwawuding、wafangwudingdengfenbushiwudingchangjing，rangguangfuzujianzaizheixiechangjingzhongjinxingshizhengceshi，suodedaodeshizhengshujuhuigengjiatiejinfenbushidianzhandezhenshishuju。jiexialai，longjihaijiangzengjiachepeng、muqiangdengqitafenbushichangjingjinxingshizheng。

中国车企在泰国上市首款纯电皮卡

juxinhuashe10yue30rixiaoxi，zhongguocheqijilikonggujituanqixiaxinnengyuandiandongpikapinpaileidazaitaiguoshangshi。zheishizhongguoshoukuanchundianpikajinrutaiguo，yeshitaiguoshichangshangdeshoukuanchundianpika。taiguofuzonglijianshuzijingjiyushehuibuzhangbasezaifabuhuishangbiaoshi，zhongguocheqizaitaiguotuichushoukuanchundianpika，fengfuletaiguodiandongchexingpinlei，jiangjinyibutuidongtaiguochengweidongmengdiqudiandongqichejilingbujianshengchanjidi。

六部门：提高短流程炼钢占比 在合成氨、合成甲醇、石化、钢铁等领域鼓励低碳氢规模化替代高碳氢

10yue30ri，guojiafagaiweidengliubumenfabu《guanyudalishishikezaishengnengyuantidaixingdongdezhidaoyijian》。xietongtuijingongyeyongnenglvseditanzhuanxing。kexueyindaogongyexiangkezaishengnengyuanfuji、ziyuanhuanjingkechengzaidiquyouxuzhuanyi，qianghuagangtie、youse、shihuahuagong、jiancai、fangzhi、zaozhidengxingyeyukezaishengnengyuanouhefazhan。zaihechengan、hechengjiachun、shihua、gangtiedenglingyuguliditanqingguimohuatidaigaotanqing，tansuojianshefengguangqinganchunyitihuajidi。zaibaozhanghaojumindongjiqunuanqiantixiatuijinredianlianchanjizugongrefanweineiranmeiguoluguantingzhenghe，yindizhiyituijinouheshengwuzhiranshaojishugaizao，gulifazhandarongliangranmeiguoluchanlvanranshao。

六部门：加强高耗能企业使用绿色电力的刚性约束 研究制定政府采购支持绿色产品相关政策

guojiafagaiweidengliubumenfabu《guanyudalishishikezaishengnengyuantidaixingdongdezhidaoyijian》，tichuwanshanlvsenengyuanxiaofeijizhi。quanmianluoshifeihuashinengyuanbunarunengyuanxiaohaozongliangheqiangdukongzhiyaoqiu，shiyonglvzhengzuoweikezaishengnengyuandianlixiaofeihesuandejichupingzheng，jiaqianglvzhengyujienengjiangtanzhengcedeyouxiaoxianjie。wanshankezaishengnengyuandianlixiaonazerenquanzhongjizhi，jiangxiaonazerenluoshidaozhongdianyongnengdanwei，jiaqianggaohaonengqiyeshiyonglvsedianlidegangxingyueshu。jiakuaijianlijiyulvzhengdelvsedianlixiaofeirenzhengjizhi。tuijinlvzhenglvdianyuquanguotanshichangxianjie。jianglvsedianlixiaofeiyaoqiunarulvsechanpinpingjiabiaozhun，tuozhanlvsechanpinrenzhengmulu，yanjiuzhidingzhengfucaigouzhichilvsechanpinxiangguanzhengce，tuidongzhuyaocaiyonglvsedianlishengchandechanpinxiangshoulvsejinrongdengzhengce。

六部门：推动既有建筑屋顶加装光伏系统 推动有条件的新建厂房、新建公共建筑应装尽装光伏系统

10yue30ri，guojiafazhangaigeweidengliubumenfabu《guanyudalishishikezaishengnengyuantidaixingdongdezhidaoyijian》。qizhongtichu，bayouxianliyongkezaishengnengyuannaruchengzhendeguihua、jianshe、gengxinhegaizao。tuidongchengzhenxinjianjianzhuquanmianzhixinglvsejianzhubiaozhun，buduantigaokezaishengnengyuandianli、reliheranqidetidaiyaoqiu。tuiguangchaodinenghao、jinlingnenghaojianzhu，fazhanjinlingtanjianzhu，tuidongjianzhurouxingyongdianjishuyingyong。tuidongjiyoujianzhuwudingjiazhuangguangfuxitong，tuidongyoutiaojiandexinjianchangfang、xinjiangonggongjianzhuyingzhuangjinzhuangguangfuxitong。tuidongxinjiangonggongjianzhuquanmiandianqihua，tuiguangdianrebengreshuiqi、gaoxiaodianciluzaodengtidairanmeiranqichanpin，tuidonggaoxiaozhiliudianqiyushebeiyingyong。zaitaiyangnengziyuanjiaofengfudiqujiyouwendingreshuixuqiudejianzhuzhongjijituiguangtaiyangnengreyingyong。

马士基与隆基绿能签署甲醇采购长期协议

jinri，mashijiyulongjilvneng(601012.sh)qianshuleyixiangshengwujiachundezhangqichenggouxieyi。suizhemashijideshuangranliaojiachunjizhuangxiangduiguimobuduankuoda，gaixieyideqianshujiangyouzhuyujiangdizheiyichuanduidewenshiqitipaifangliang。

乘联会：10月1-27日乘用车新能源车市场零售94.6万辆，同比增长49%

10yue30ri，chenglianhuifabushuju，10yue1-27ri，chengyongcheshichanglingshou181.2wanliang，tongbiqunian10yuetongqizengzhang9%，jiaoshangyuetongqizengzhang2%；10yue1-27ri，chengyongchexinnengyuancheshichanglingshou94.6wanliang，tongbiqunian10yuetongqizengzhang49%，jiaoshangyuetongqixiajiang1%。