jiemianxinwenjizhe | tianheqi

光伏行业启动控产保价

界面新闻从多位业内人士处确认，在宜宾举行的中国举办的2024光伏行业年度大会期间，业内数家企业就控产相关内容进行了商讨，并在中国光伏行业协会的组织下，签订了自律公约。参与签约的企业包括通威股份(600438.SH)、协鑫科技(03800.HK)、TCL中环(002129.SZ)、隆基绿能(601012.SH)、晶澳科技(002459.SZ)、晶科能源(688223.SH)等。有企业内部人士表示，这是自愿限产，即基本约定了未来一年的出货量。这期间经过了非常激烈的讨论，“大家的份额已经确定了，但是流传的版本和最终版是有出入的，最终以协会的官宣版本为准。”

全国首座HPBC 2.0分布式光伏电站成功并网

julongjilvnengguanwei12yue5rixiaoxi，jinri，zuoluoyuheilongjiangshengyichunshidelongfeimuzhipinchangguangfudianzhanchenggongbingwang，biaozhizhequanguoshouzuohpbc 2.0fenbushiguangfudianzhanjianshewancheng，zhengshijinrutouyunjieduan。longfeimuzhipinchangguangfudianzhanzhuangjirongliang2.2mw，caiyonglongjixingyelingxiandehpbc 2.0shuangboguangfuzujian，zujiangonglv630w，nianfadianliang320wandu。

中国海上风电装机量连续三年全球第一

juyangshicaijing12yue6rixiaoxi，zhongguofengdianlingyuchixujishuchuangxin。zhongguoyishiquanqiuzuidadefengdianzhuangbeizhizaojidi，fengdianyepianchannengzhanquanqiushichangde64%、chilunxiangchannengquanqiuzhanbiyue80%，fadianjichannengquanqiuzhanbiyue73%。2023nian，liujiazhongguofengdianzhengjishangpaimingquanqiuqianshi，shichangfenechaoguo50%，“lingpao”quanqiufengdianchanye。zuixinshujuhaixianshi，quanqiuleijizhuangjishi10yiqianwa，zhongguofengdianzhuangjiyijingshiquanqiufengdianzhuangjide50%，yilianxusannianwenjuquanqiushouwei。

国内氢能第五股来了

12月6日，上海重塑能源集团股份有限公司(下称重塑能源，02570.HK)正式登陆港交所，发行价为147港元/股，所得款项净额将约为6.29亿港元(约合5.87亿元人民币)。截至收盘，重塑能源报147.1元/股，微涨0.07%，总市值126.71亿港元(约合118.21亿元人民币)。其成为继国富氢能02582.HK)、亿华通(/)、国鸿氢能()和金源氢化(02502.HK)后的第五家氢能上市公司。

晶科储能与金叶子新能源签署100 MWh合作协议

jujingkenengyuan(688223.sh)guanwei12yue6rixiaoxi，jinri，jingkechunengyuzhejiangjinyezixinnengyuanyouxiangongsiqianshuheji100mwhdehezuoxieyi，shuangfangjiangyituijingongshangyechunengxiangmuluodiweimubiao，zaichanpinfuwu、shichangtuiguang、guquanhezuodenglingyukaizhanhezuo。ciqian，shuangfanggangqianshulechunengxitonggonghuoxieyi。

汇丰：全球电池行业明年可能迎来更强劲的需求

jinri，huifengquanqiuyanjiufenxishizaiyifenbaogaozhongxiedao，quanqiudianchixingyemingniankenenghuikandaogengqiangjingdexuqiu。diandongqichexingyedeqiangjingzengzhangheduichunengxitongdianchideqiangjingxuqiuweizhengtiqianjingtigonglezhicheng。huifengyuji，lilizidianchixingyedeliyonglvmingnianjiangcongjinniande52%huishengzhi57%。

国核示范电站公司增资至108亿元

tianyanchaappxianshi，jinri，guoheshifandianzhanyouxianzerengongsifashenggongshangbiangeng，zhucezibenyouyue84.91yiyuanzengzhiyue108.14yiyuan。gaigongsichengliyu2009nian12yue，fadingdaibiaorenweihaohongliang，jingyingfanweihanfadianyewu、shudianyewu、gong（pei）dianyewu，jianshegongchengshigong，relishengchanhegongying，xinxingnengyuanjishuyanfa，huiyijizhanlanfuwudeng。gudongxinxixianshi，gaigongsiyouguojiahedianjishuyouxiangongsi、huanenghediankaifayouxiangongsifenbiechigu75%、25%。

天齐锂业董事长蒋安琪：中国锂产业链企业出海，要加强国际政策和规则研究

ju《meirijingjixinwen》12yue6rixiaoxi，2024dishisanjiezhongguoshangshigongsifenghuizaichengdoujuxing。zaizhuhuichangzhuzhiyanjianghuanjie，tianqiliye(002466.sz)dongshizhangjianganqibiaoshi，dangqianbufenguojiakaishizhuanxiangmaoyibaohuzhuyi，yidingchengdushangyibutiegaoeguanshuidefangshixiwangfuchibentuqiyefazhan。zhongguolichanyeliangongsikenenghuimianlinlaiziguojishichangdetiaozhan，duigongsizhangqizhanlvebuju、yingduicelveheshiyingnenglidengtichujiaogaoyaoqiu。xuyaozhongguochuhaiqiyejiaqiangduiguojizhengceheguizeyanjiu，fangfanguojizhengcefengxian，tongshihaixuyaojiashenduidangdiyingshanghuanjingheshehuiwenhuadelejie，bimianwenhuachongtu。

比亚迪与日本多地政府签约，自然灾害时用电动汽车供电

12月4日，比亚迪日本公司发布消息称，已通过日本的10家经销商与各地地方政府签订了自然灾害时的合作协议，将在发生灾害时利用电动汽车为避难所及医院等设施供电。今年1-9月，比亚迪(002594.SZ)在日本的汽车销量为1742辆，较去年同期增长96.6%。

一汽解放6DV超级工厂落成投产，首款氢气发动机产品正式发布

ju“dalianfabu”xiaoxi，12yue5ri，yiqijiefang6dvchaojigongchangtouchanjishoukuanqingqifadongjifabuyishi，zaiyiqijiefangdalianchaiyoujiyouxiangongsica6dvchejianjuxing。yishishang，dalianjinpuxinquyuyiqijiefangdalianchaiyoujiyouxiangongsigongtongqianshu《yiqijiefangdachaizhongzhongxingfadongjishengjigaizaoxiangmutouzixieyi》。gaixiangmuyujizongtouzi6.14yiyuan，hangai5—7shengzhongxingfadongji、zhongxingqingqifadongjijishengchanxian，qizhong，ca6hv3shengchanxianshiquanqiushoutiaoqingqifadongjishengchanxian。

中信证券2025年氢能投资策略：多维度政策驱动，应用场景开拓可期

jinri，zhongxinzhengquanfawencheng，2024nianzhengcechixufalituidongqingnengfazhan：《nengyuanfa》mingqueleqingnengdenengyuandiwei，lvsezhuanxing、jienengjiangtanfangantuidongqingneng“zhichushuyun”quanliantiaofazhan，bingyouwangjiasuqingnengzaigongyelingyudeyingyong，qingnenggaosuxiangguanzhengcehuoweiqingnengchechanyelianfazhantisu。2025nianqingnengxingyezhengcexiaoguoyiranzhideqidai，qingnengcheyouwangzaiqingnenggaosuyunshuzoulangdeguihuaxiajiasufazhan，jienengjiangtandengzhengcebiaozhuntishenghuoyanshengchulvqingxindeyingyongchangjing，daidonglvqingchanyelianhedianjiecaoshebeixuqiudezengzhang。womenweichibankuai“qiangyudashi”depingji，jianyiguanzhuzhuyeyouanquanbianji，qingnengyewujubeichengzhangqianlidegongsi。

Stellantis和Zeta Energy达成协议开发电动汽车锂硫电池

juqichegongsistellantisguanwang12yue5rixiaoxi，qiyuzongbuweiyumeiguodedianchizhizaoshangzeta energygongsiqianshuleyixiangxieyi，weidiandongqichekaifagenglianjiadeliliudianchi，mubiaoshizai2030nianzhiqiantourushiyong。stellantishezetazaiyifenlianheshengmingzhongbiaoshi：“liliudianchidechengbenyujijiangbudaodangqianlilizidianchideyiban。”liangjiagongsibiaoshi，zheizhongjishukenenghuijiangdianchidekuaisuchongdiansudutigao50%。gaixieyibaokuoyushengchankaifahedao2030niandeweilaishengchanjihua。

北京经信局公示2022-2023年度氢车推广示范补贴情况，七车企共获2.1亿补贴

12yue5ri，beijingshijingjihexinxihuajufabule《2022-2023niandubeijingshiranliaodianchiqicheshifanyingyongxiangmucheliangtuiguangcaizhengzijinnibofuqingkuanggongshi》（xiacheng《gongshi》），gongshishijianwei12yue5ri-12yue11ri。genju《gongshi》，7gecheqizai2022-2023niantuiguangle681taiqingche，zhengfubutiezijinhejiyue2.1yiyuan。qizhongbeiqifutianpaimingdiyi，gongshihuobutiedetuiguangshuliangwei496liang，butiejineyue1.4yiyuan；foshanfeichipaidier，tuiguangshuliangwei50liang，butiejineyue960wanyuan；jinlonglianheyusanyiqicheyi40liangbingliedisan，butiejinefenbieyuewei1340wanyuanhe1747wanyuan。