jiemianxinwenjizhe | tianheqi

广州出台18条举措支持氢能产业发展

12yue4ri，guangzhoushirenminzhengfubangongtinggongbu《guanyujiakuaituidongqingnengchanyegaozhiliangfazhanderuogancuoshi》。《ruogancuoshi》gong18tiaocuoshi，fugaiqingnengchanyegehuanjie，qizhong，duijiaqingzhanjianshejiyunying、hexinjishugongguan、guanjianlingbujianyanfa、guimohuayingyong、chanyejiqunfazhan、xiangmuluodi、shoutaitaoyingyong、cheliangyunying、duoyuanhuashifanyingyongdengfangmiantichulemingquedebutiebiaozhun，bingduiqingqigongying、jiaotonglvsetidai、tongxinghuanjing、tanjianpaijili、rencaiyinlingdengfangmiantigongzhichihezhiyin。

机构：低空飞行市场推动2035年固态电池需求达302 GWh

jinri，jutrendforcezuixindiaochaxianshi，feixingqiche、diandongchuizhiqijiangfeiji(evtol)/chengshikongzhongjiaotong(uam)defazhan，ranggutaidianchichengweidikongfeixingzaijudeguanjiannengyuanjishu。genjuzhongguo、meiguodengdiqudezhengcezhanwang，quanqiudikongfeixingshichangduigutaidianchidexuqiuyuguzai2030nianjiangdadao86gwh，dao2035nianjiangjinyibuzengzhangzhi302gwh。

中原证券：锂电池需求持续增长，关注四条投资主线

近日，中原证券研报指出，锂电池出货量预计仍将增长，2024年1-9月全球动力电池装机599 GWh，同比增长23.4%，Top10中国内动lidianchiqiyezhanbitishengzhi68.05%。zhanwang2025nian，lidianchixuqiuchixuzengzhang，guanzhudonglihechunenglingyuxuqiu；jiehechannengshifangjixiayouxuqiuzengsu，chanyelianjiagezongtizhendangweizhu；xingyeyinglizongtirengbuleguan，fenhuajiangchixu。

jiehezhongguolidianchanyejingzhengtedian、chanyelianjiagezoushi，yijixifenlingyutedianhexingyefazhanqushi，jianyiguanzhusitiaotouzizhuxian：1.chanyeliantebieshishangyouyuancailiaojiagezongtichengya，xiayoulidianchiqiyexiangduijiangshouyi，zhongdianguanzhujubeijishuheguimoyoushiqiye；2.linsuantielizhuangjizhanbichixutisheng，linsuantielixifenlingyujubeijishuyoushiqiyejiangshengchu；3.lidianguanjiancailiaoxifenlingyushichangzhanyoulvnishizengzhangyoushiqiye，zhongdianguanzhujubeichengbenyoushibiaode；4.gutaidianchijinzhanchaoyuqihezaochexinshilixiaoshouchaoyuqidezhutitouzijihui。

晶科能源钱晶：光伏企业降本增效要从技术、产品范畴扩大到整个运营中

12yue4ri，zai2024guangfuxingyeniandudahui“fenhuiyiyi：guangfugongyinglianpeitaofazhanyantaohui”shang，tijiguangfuqiyejiangbenzengxiao，jingkenengyuan(688223.sh)fuzongcaiqianjingzaixianchangbiaoshi，xingyeneidejiangbenzengxiaobuyinggaizhijujiaozaijishucengmian、chanpincengmian，yaobajiangbenzengxiaozheisigezikuoda，congjishufanchou、chanpinfanchoukuodadaozhenggeyunyingdangzhong，jiangbenzengxiaode“ben”，yeshizhifengxian，qiyeyaobafengxiande“ben”jiangxialai，er“xiao”yebaohanqiyedeyunyingxiaolv。

中闽能源：拟出资4.22亿元设立全资子公司

zhongminnengyuan(600163.sh)12yue4rifabugonggaocheng，gongsinichuzi4.22yiyuanzaiputianshibeianjingjikaifaqusheliquanzizigongsi，zuoweizhongminbeian400mwyuguanghubuguangfudianzhanxiangmudetouzizhuti。gaitouzishixiangyitongguodongshihuishenpi，wuxutijiaogudongdahuishenyi。gongsibiaoshi，bencitouzifuhegongsizhanlvedingweihezhuyefazhan，youliyushenhuaguangfufadianyewubuju，tishengxinnengyuanzhuangjiguimo。

霍普股份与山铁绿能、海尔新能源达成新能源战略合作

juhuopugufen(301024.sz)xiaoxi，12yue3ri，huopugufenyushantielvnengkeji（shanghai）youxiangongsi、qingdaohaierlvsenengyuankejiyouxiangongsichenggongqianshuzhanlvehezuoxieyi，zhengshijianliquanmianzhanlvehezuohuobanguanxi。genjuxieyineirong，sanfangjiangchongfenzhenghegeziziyuanyoushi，zaiguangfu、fengdian、guangchuchongyitihua、yuanwanghechu、lvdiantanjiaoyidengduogelingyuzhankaiquanfangweihezuo。

三花智控旗下广东新能源汽车部件公司增资至10亿，增幅约233%

tianyanchaappxianshi，jinri，guangdongsanhuaxinnengyuanqichebujianyouxiangongsifashenggongshangbiangeng，zhucezibenyou3yiyuanzengzhi10yiyuan，zengfuyue233%。guangdongsanhuaxinnengyuanqichebujianyouxiangongsichengliyu2023nian2yue，fadingdaibiaorenweishichuliang，jingyingfanweihanqichelingbujianjipeijianzhizao、qichelingpeijianlingshou、qichelingpeijianpifadeng。guquanquanjingchuantoutuxianshi，gaigongsiyousanhuazhikong(002050.sz)qixiazhejiangsanhuaqichelingbujianyouxiangongsiquanzichigu。

塔里木油田喀什110万千瓦光伏发电项目发电量破8亿千瓦时

juzhongguoxinwenwangxiaoxi，jiezhi12yue3ri，talimuyoutiankashen110wanqianwaguangfufadianxiangmufadianliangtupo8yiqianwashi。jucesuan，8yiqianwashikemanzujin40wanhujiatingyinianyongdianxuqiu。congnengyuanjiaodukan，xiangdangyuranshao24wandunbiaomei，anmeijiehuochechexiangzaizhong60dunjisuan，yunshuzheixiebiaozhunmeixuyao4000jiechexiang。conghuanbaojiaodukan，yuekejianpaieryanghuatan53wandun，xiangdangyuzhishu2700yuwanke。

卡塔尔将与英国投资10亿英镑发展绿色科技

juyingguozhengfuguanwang12yue4rixiaoxi，suizheyingguoshouxiangsitamojixutuidongjingjizengzhang，kataerheyingguoxuanbujianlixindehuobanguanxi，touziqihoujishu，bingjihuashenhuajinrongfuwuhezuo。yingguozhengfuzaiyifenshengmingzhongbiaoshi，kataerjiangtouzi10yiyingbang(yuehe92.17yiyuanrenminbi)，zuoweiyuyingguoqihouanpaideyibufen，zheixiezijinjiangtouruyingguohekataerdechuchuangqiye，zhongdianguanzhunengyuanxiaolv、tanguanlihelvsedianli。sitamozhengzaixunqiushenhuaguojijingjilianxi，yinweitadexinzhengfuxunqiutizhenyingguodimidezengzhanglv，bingcongzhizhengchuqidejiannanjumianzhonghuifuguolai。

LG新能源将与通用汽车合作开发棱柱形电池

12yue3ri，hanguodianchishengchanshanglgxinnengyuangongsibiaoshi，yiyumeiguotongyongqichegongsiqianshuleyixiangkaifalengzhuxingdianchidexieyi。genjuxieyi，liangjiagongsijianggongtongkaifalengzhudianchijishuhexiangguandedianchicailiaohuo“huaxuewuzhi”。lgxinnengyuanzaiyifenshengmingzhongbiaoshi，yidanyanfachenggong，lengzhuzhuangdianchijiangweitongyongqicheweilaidediandongqichetigongdongli。

电气风电中标多个海陆项目

judianqifengdian(688660.sh)guanwei12yue4rixiaoxi，gongsizhongbiaosanbeidiqu64wanqianwafengdianxiangmu、shanhaiguanyiqi50wanqianwafengdianxiangmudengduogehailuxiangmu，benzhouqineizhongbiaozongliangchao200wanqianwa，xiangmufugaisanbeidiqu、shandongdengduodibutongfengsuquyu。

道氏技术：与安瓦新能源签署了《战略合作协议》

daoshijishu(300409.sz)12yue4rifabugonggaocheng，yuanwaxinnengyuanqianshule《zhanlvehezuoxieyi》，shuangfangjiangzaigutaizhengjicailiao、fujicailiao、daodianjidengxianjincailiaokaifayuyanzhengjizaigutaidianchiyingyongshipeishangjinxingshenduhezuo。