jiemianxinwenjizhe | tianheqi

国家能源局：截至10月底全国累计发电装机容量约31.9亿千瓦 同比增长14.5%

11yue22ri，guojianengyuanjufabushujuxianshi，jiezhi10yuedi，quanguoleijifadianzhuangjirongliangyue31.9yiqianwa，tongbizengzhang14.5%。qizhong，taiyangnengfadianzhuangjirongliangyue7.9yiqianwa，tongbizengzhang48%；fengdianzhuangjirongliangyue4.9yiqianwa，tongbizengzhang20.3%。1-10yue，quanguofadianshebeileijipingjunliyong2880xiaoshi，bishangniantongqijianshao128xiaoshi；quanguozhuyaofadianqiyedianyuangongchengwanchengtouzi7181yiyuan，tongbizengzhang8.3%；dianwanggongchengwanchengtouzi4502yiyuan，tongbizengzhang20.7%。

商务部：将会同相关部门制定出台拓展绿色贸易的专门政策文件

11yue22ri，shangwubuguojimaoyitanpandaibiaojianfubuzhangwangshouwenzaiguowuyuanzhengcelixingchuifenghuishangbiaoshi，shangwubujianghuitongxiangguanbumenzhidingchutaituozhanlvsemaoyidezhuanmenzhengcewenjian。muqianwenjianzhengzaiqicaozhizhong，yuqizaimingnianshidangshihouchutai。gaiwenjianzaitishengwaimaoqiyelvseditanfazhannengli、tuozhanxiangguanchanpinjinchukou、jianlijianquanzhichengbaozhangtixifangmianmouhuayixiewushijucuo，weituozhanlvsemaoyichuangzaohaodezhengcehuanjing。

蜂巢能源：预计明年锂电订单同比翻倍，短刀电池产线已满负荷生产

11yue22ri，zaishenzhenjubande2024gaogonglidiannianhuizhuanchangluntanshang，fengchaonengyuanzhixingfuzongcaiwangzhikunbiaoshi，yujigongsi2025nianlidiandingdantongbizengzhangyibeizhi48 gwh。fengchaonengyuandeduandaodianchiyijingleijijiaofu20wantao，xianyounenggoukaidongdeduandaochanxianquanbumanfuheshengchan。congfengchaonengyuanchuhuoxi，gongsigong17tiaoduandaochanxianmanchanshengchan，nianchannengyue32 gwh。

京东物流与亿纬锂能达成战略合作

jujingdongwuliuxiaoxi，jinri，jingdongwuliuyuyiweilineng(300014.sz)zhanlvehezuoxieyiqianyueyishizaihubeishengjingmenshijuxing，zheishishuangfangji2020nianshoucihezuohouzaicidachengzhanlveqianyue，biaozhizheshuangfanghezuoguanxidequanmianshengji。houxu，shuangfangjiangweiraoyitihuagongyinglianchixutuozhanhezuoshenduyuguangdu，zaicangchuyunshu、jingdongchunengduogelingyuzhankaishenduhezuo。

中国充电基础设施保有量近1200万台

juyangshixinwen11yue22rixiaoxi，jinnianyilai，zhongguochongdianjichusheshijianshechengxiankuaisuzengzhang。zhongguodiandongqichechongdianjichusheshicujinlianmengdezuixinshujuxianshi，jinnian1-10yue，zhongguochongdianjichusheshizengliangwei328.8wantai，tongbishangsheng19.8%。jiezhi2024nian10yue，zhongguochongdianjichusheshileijishuliangwei1188.4wantai，tongbizengzhang49.4%。zhongguodiandongqichechongdianjichusheshicujinlianmengfumishuzhangtongzongqibiaoshi，dangqianchongdianzhuanghexinnengyuanqichedezengliangbidadaole1:2.6。zhenggechongdianjichusheshidefazhanyijingnenggendeshangxinnengyuanqichedekuaisuzengzhang，zhenggechongdianjichusheshidebaoyouliangjiangjin1200wantai，xinnengyuanqichedebaoyouliangchaoguole2800wanliang，xianzailaikanyenenggougendeshangchongdiandexuqiu。

国轩高科：预计2027年实现硫化物全固态电池小批量生产及装车测试

guoxuangaoke(002074.sz)11yue22rizaihudongpingtaibiaoshi，gongsiyongyouzhuanyedegutaidianchiyanfatuanduijizhuanxiangyanfayusuan，2024nianshangbannianyichenggongyanfachucheguijiquangutaichengpindianxin“jinshidianchi”，gaikuan30ahdeliuhuawuquangutaidianchiyichenggongtongguoyankede200sheshidurexiangceshi，yuji2027nianshixianxiaopiliangshengchanjizhuangcheceshi。

西北首个日产0.5吨小型撬装液氢项目在西安开工

ju《shanxiribao》xiaoxi，11yue21ri，youshanxitongchenheguangdiwenkejiyouxiangongsilianhezhongguoshiyoutianranqiguandaogongchengyouxiangongsijianshedexibeishougerichan0.5dunxiaoxingqiaozhuangyeqingxiangmujinrizaixiankaigong。gaixiangmuzaiquanshengjuyoushiyanpingtaideyiyi，biaozhizhexibeidiquzaiqingnenglingyudechanyehuashengjizhongmaichulejianshiyibu，jiangzhulixibeidiqunaizhiquanguodeqingnengchanyelianzhuangda。jucesuan，tongguoqiaozhuangshisheji，xiangmuzhengtizhandimianjijinweichuantongyeqinggongchangdewufenzhiyi，kejieyuetouzi50%yishang，shigongzhouqiyejiangxianzhusuoduan。

DHL快递与壳牌签署合作协议

11yue22ri，dhlkuaidixuanbuyuqiaopai(shell)qianshuxieyi，zheixiangweiqiyiniandexieyibaokuotongguoshusongguandaoxiangbulusaierjichangyunsong2.5wandunjingguojikechixufazhanhetanrenzheng(international sustainability and carbon certification，jiiscc)tixirenzhengdekechixuhangkongranliao。

国内民用机场最大分布式光伏建设项目在江北国际机场开工

juzhongqingjichangjituanxiaoxi，11yue21ri，zhongqingjiangbeiguojijichangguangfujianshexiangmukaijian。gaixiangmuguihuazhuangjirongliangda30zhaowa，shimuqianguoneiminyongjichangjiansheguimozuidadefenbushiguangfufadianxiangmu，yuji2025nianshangbannianquanbujianchengtouchanyunying。xiangmujianchenghou，nianfadianliangyujikeda2400wandu，yuezhanzhenggejichangnianyongdianzongliangde10%。

国家数据局：支持绿电资源丰富的非枢纽节点融入全国一体化算力网建设

11yue22ri，guojiashujujufabuxiangshehuigongkaizhengqiu《guojiashujujichusheshijianshezhiyin（zhengqiuyijiangao）》yijiandegonggao。qizhongtidao，qianghuashuniujiedianyufeishuniujiediandexietongliandong，zhichilvdianziyuanfengfudefeishuniujiedianrongruquanguoyitihuasuanliwangjianshe。jiaqiangdaxingfengguangjidihesuanlishuniujiedianxietongliandong，balvsedianlizhuanhuanchenglvsesuanli。jijituijinfengguanglvdianziyuanxiaona，zhulishixiantandafengtanzhonghe。zhichiliyong“yuanwanghechu”dengxinxingdianlixitongmoshi。jiaqiangshujuzhongxinzhihuinengyuanguanli，kaizhanshujuzhongxinyongnengjiancefenxiyufuheyuce，youhuashujuzhongxindianlixitongzhengtiyunxingxiaolv。tansuolvdianzhigongxinmoshi，youxukaizhanlvdian、lvzhengjiaoyi。

湖南发展：拟投资2475.2万元建设屋顶分布式光伏项目

hunanfazhan(000722.sz)11yue22rifabugonggaocheng，quanzizigongsihunanfazhanxinnengyuanniliyonghunanshengzhuzhoushishifengquguozishuleshengchanchejianchangfangwudingtouzijianshewudingfenbushiguangfuxiangmu。xiangmuguihuazhiliucezhuangjirongliangyue7.28 mwp，jiaoliucezhuangjirongliangyue6 mw，jingtaizongtouziyue2475.2wanyuan。xiangmucaiyong“zifaziyong、yudianshangwang”moshi，“zifaziyong”bufendianliangjiesuandianjiawei0.5yuan/kwh。

东华科技：签署合计14.52亿元EPC总承包合同

据东华科技(002140.SZ)11月22日发布公告称，gongsiqianshudeshennengetuokeqifengguangzhiqingyitihuahechenglvanxiangmuzhiqinggongcheng、hechengangongchengepczongchengbaohetongjinggefangqianzigaizhanghouzhengshishengxiaofanhui，hetongjinehejiwei14.52yiyuan。qizhong，yushennengbeifang（etuokeqi）nengyuanyouxiangongsizhiqinggongchengepczongchengbaohetongewei11.67yiyuan，jianshegongqizhi2026nian6yue30ri，zhuyaochengdanzhiqinggongchengdequanguochengzongchengbao；yushenneng（etuokeqi）nengyuankejiyouxiangongsiqianshudehechengangongchengepczongchengbaohetongewei2.85yiyuan，jianshegongqizhi2026nian6yue30ri，zhuyaochengdanhechengangongchengdequanguochengzongchengbao。