jiemianxinwenjizhe | tianheqi

工信部进一步加强新能源汽车废旧动力电池综合利用行业管理

12yue24ri，gongyehexinxihuabufabu《xinnengyuanqichefeijiudonglidianchizongheliyongxingyeguifantiaojian（2024nianben）》。qizhongtidao，jijikaizhanzhenduizhengfujicailiao、gemo、dianjieyedengzaishengliyongjishu、shebei、gongyideyanfaheyingyong，nulitigaofeijiudonglidianchizaishengliyongshuiping，tongguoyelianhuocailiaoxiufudengfangshibaozhangzhuyaoyoujiajinshudedaoyouxiaotiquhuishou。qizhong，posuifenlihoudedianjifenliaohuishoulvbudiyu98%，zazhilvhanliangdiyu1.5%，zazhitonghanliangdiyu1.5%；yelianguochenglihuishoulvyingbudiyu90%，nie、gu、menghuishoulvbudiyu98%，tansuanlishengchandanweichanpinzonghenenghaodiyu2200qiankebiaozhunmei/dun；caiyongcailiaoxiufugongyide，huishouliyongdecailiaozhiliangzhihezhanyuandonglidianchisuohanmubiaocailiaozhiliangzhihedebizhongyingbudiyu99%。gongyifeishuixunhuanliyonglvyingda90%yishang。

三部委明确光伏用地禁止限制类别

12yue23ri，ziranziyuanbu、guojiafazhanhegaigeweiyuanhui、guojialinyehecaoyuanjuyinfa《ziranziyuanyaosuzhichengchanyegaozhiliangfazhanzhidaomulu（2024nianben）》detongzhi，congziyuanjieyuejiyueliyong、chanyejiegoudiaozhengdengfangmianmingquelegulikaifaliyongtudi、kuangchan、senlin、caoyuan、shidi、haiyudengziranziyuandefangxiangheyaoqiu。genjuwenjian，zhidaomuluhuafenleguangfuyongdiguli、xianzhiyijijinzhisandalei。qizhongjinzhileixiangmubaokuo：zhanyongyongjiujibennongtian、jibencaoyuan、ⅰjibaohulindihedongbeineimengguzhongdianguoyoulinqu，xinjian、kuojianguangfufadianxiangmu；zhanyonggengdijiansheguangfufangzhen；zhanyonghedao、hubo、shuikujiansheguangfudianzhan、fenglifadiandengxiangmu。

阿维塔将首发搭载宁德时代磐石滑板底盘

12yue24ri，aweitayuningdeshidai(300750.sz)qianshu《shenhuazhanlvehezuoxieyibuchongxieyi》，shuangfangjiangzaixinnengyuanqichelidianchiyanfa、xincailiaoyingyonghelingbujiankaifadejichushang，jiuxinjishuyouxianyingyong、xinxiangmulianhekaifa、pinpailianhetuiguangdengfangmiandachengjinyibudeshenruhezuo。ningdeshidaizhengshifabupanshihuabandipan，keyishixian120gonglishisupengzhuangbuqihuobubaozha。aweitajiangchengweiquanqiushougedazaipanshihuabandipandexinnengyuanqichepinpai。

金额超两亿，国内完成首单光伏实体资产RWA

12yue23ri，xiexinnengke(002015.sz)yumayishukechenggongwanchengjiyuguangfushitizichanderwa（real world assets，zhenshishijiezichan），shejijinechao2yiyuan。zheishiguoneishoudanguangfushitizichanrwa，youliyuguoneilvsezichanyujingwaizijinlianjie，zengqiangguangfuzichanliudongxing。

juxiexinnengkejieshao，qijiangweiyuhubeisheng、hunanshengde82 mwzuoyou“xinyangguang”huyongguangfuzuoweirwamaodingzichan，tongguoqukuailianjishuheiot（wulianwang）jishuronghe，jianghuyongguangfuxiangmuzishenjiazhi、yunying、shouyidengshujudabaocunchuzaiqukuailianshang，xingchengshuzitongzheng。faxingwanchengdangtian，xiexinnengkeyumayishukezaisuzhouqianshuzhanlvehezuoxieyi，shuangfangjiangzaifenbushiguangfudianzhan、chunengdianzhan、zonghenengyuanfuwudengchangjing，zhankaixinxingdianlixitongjianshe、lvsejinrong、rengongzhinengdengfangmianhezuo。

中信证券：关注风电零部件中的铸件、海缆、塔筒等环节

jinri，zhongxinzhengquanyanbaozhichu，duozhongyinsudebianhuatuidongfengdianlingbujianhuanjiechuhuoliangdezengzhangheyinglidegaishan，qizhongzhuyaobaokuoxingyezhuangjidezengzhangdaidongpaichandegaishan，jixingdeshengjihelingbujiandedaxinghuadailaigongyidegaishanhuozhejiegouxingduanque，haiwaichuhuozhanbidetigaotuidongdanweiyinglitisheng，yuancailiaojiagedexiaxingyeyouwangtuidongyinglidegaishan。kanhaozaifengdianxingyexuqiuzengzhanghejiegouyouhuadeqingkuangxiafengdianlingbujianhuanjieyinglidegaishan，jianyiguanzhufengdianlingbujianzhongdezhujian、duanjian、hailan、yepian、tatongdenghuanjie。

世界海拔最高，华能纳古光伏电站一期项目今日并网发电

据央视新闻消息，12月24日，世界海拔最高的光伏项目——华能纳古光伏电站一期项目在云南迪庆正式并网发电，最高海拔超5240米。华能纳古光伏电站是华能澜沧江水风光一体化清洁能源基地的重要建设项目，位于云南省迪庆藏族自治州德钦县的极高海拔高寒无人区。一期项目占地面积达1900亩，相当于177个标准足球场的大小，在4800米至5300米海拔高度建设有32个光伏阵列区，安装约20万块双面双玻光伏组件，总装jiguimoda10wanqianwa。

民生证券：储能产业链价格有望筑底回升 整体趋势向好

jinri，minshengzhengquanyanbaozhichu，2024nianchunengchanyelianzhengtijiagechengxianxiajiangqushi，daidongxiangmutouzihuibaolvtisheng，guonei、haiwaixuqiuduanjunchixuzengzhang。yucitongshi，muqianchanyelianjiagexiajiangqushizhujianfanghuan，zhanwang2025nian，chanyelianjiageyouwangzhudihuisheng，zhengtiqushixianghao。dachufangmian，haiwaixuqiugaosuzengzhang，guoneigouwangzouxiangtaiqian。2024niandachuhaiwaichengxianquyuxingzengzhang，youqishizhongdongdeshate、alianqiudengquyudaxingchunengxiangmuyongxian。zhanwang2025nian，zhongdongdachuxuqiurengjiangjinyibushifang，meiguodachuqushixianghao，bingwangyanqiwentizhengzaizhubuhuanjie。tongshiguoneigouwangxingchunengjishuxingqi，xibeidiquyoudafutishengshentoulvdekeneng。quanqiudachuxuqiuxianghaodebeijingxia，jianyizhongdianguanzhudachupcshuanjie。

青海发改委发布2025年电力交易方案，推进市场化改革

juqinghaishengfagaiweiguanwang12yue24rixiaoxi，weituidongdianlishichanghuagaige，qinghaishengnengyuanjufabule《qinghaisheng2025niandianlizhongzhangqijiaoyifangan》。fanganyaoqiu1wanfujiyishangdianliyonghuzhijiecanyushichangjiaoyi，fadianqiyeheshoudiangongsixuwanchengshichangzhuce。jiaoyizuzhifangshibaokuoshuangbianxieshanghejizhongjiaoyi，niandujiaoyiqianyuedianliangbiliyuanzeshangdadao80%。fanganhaigulilvsedianlijiaoyi，zhichisuanliqiyecanyudianlijiaoyi，fangfanshichangbudangshiyong，quebaojiaoyigongping。gedianlizhutixuchengdankezaishengnengyuanxiaonazeren，quebaoshichangjiaoyipingwenyouxu。

新四类环保设施将向公众开放

juxinhuashe12yue24rixiaoxi，shengtaihuanjingbujinrifabushihua、dianli、gangtie、jiancaisileixingyedehuanbaosheshixianggongzhongkaifanggongzuozhinan，gulisileixingyeyongxianxiacanguanhuoyuncanguandexingshixianggongzhongkaifang。shengtaihuanjingbuxinwenfayanrenpeixiaofeijieshao，2017nianyilai，shengtaihuanjingbulianheyouguanbumengongtongtuidongshengtaihuanjingjiance、chengshiwushuichuli、chengshishenghuolajichuli、weixianfeiwuhefeiqidianqidianzichanpinchulidengsileihuanbaosheshi，ji“laosileihuanbaosheshi”xianggongzhongkaifang，qudelelianghaoxiaoguo。jiezhimuqian，yiyou2101jiaqiyechengweihuanbaosheshikaifangdanwei，gongjiedaicanfanggongzhong2.2yirenci。zaixianyougongzuojichushang，cicishengtaihuanjingbujiangkaifangdanweituozhandaoleshihua、dianli、gangtie、jiancaidengxingye。zheisileixingyeshijingjishehuifazhandezhongyaojichuchanyehezhizhuchanye，tongshizheisileixingyebenshennengyuanxiaohaoda、wuranpaifangduo，yeshishengtaihuanjingzhilidezhongdianduixiang。

西北电网年度新能源外送电量首次突破千亿千瓦时

juxinhuashe12yue24rixiaoxi，2024nianxibeidianwangxinnengyuanwaisongdianliangdadao1005yiqianwashi，nianduxinnengyuanwaisongdianliangshoucitupoqianyiqianwashi，chuanglishixingao。“shisiwu”yilai，xibeidianwangxinnengyuanwaisongdianliangbaochilenianjunzengzhang18%dekuaisuzengzhang。jiezhimuqian，xibeiquyuxinnengyuanzhuangjida2.69yiqianwa。

特斯拉储能工厂完工在即，用时7个月再次刷新“上海速度”

ju《jiefangribao》12yue24rixiaoxi，tesilashanghaichunengchaojigongchangwangongzaiji，yujizaijinnianniandiqianjianshewanbi，youwangtupoqizhengchechaojigongchangjianshesudu，7geyueshixiancongdonggongdaowangongdequanguocheng。jinnian5yue23ri，tesilachunengchaojigongchangzaishanghailingangkaigong。kaigongyishihou，lingangjituanhaiyutesilawanchenglezhongguoshoupichaodaxingdianhuaxueshangyongchunengxitongmegapackdeqianyue。chunengchaojigongchangshitesilaruhuashinianlai，jizhengchechaojigongchanghou，zaizhongguodeyouyidaxingtouzixiangmu。tesilashanghaichunengchaojigongchangjiangzai2025niandiyijidutouchan，guihuanianchan1wantaishangyongchunengdianchimegapack，chunengguimojin40 gwh，chanpingongjiquanqiushichang。

卧龙电驱：拟投资20.3亿元建设新能源项目

卧龙电驱(600580.SH)12月24日发布公告称，公司拟通过孙公司舜丰新能源有限公司投资建设包头达茂旗新能源加储能构网型试点示范项目，总投资为20.3亿元。项目总装jirongliang500mw，anzhuang50taidanjirongliangwei10mwfenglifadianjizu，peitaojianshe1zuo220kvshengyazhan、125mw/250mwhlinsuantielidianchigouwangxingchunengxitong、fengdianjizuxiangshibianyaqijijinzhandaoludengshebeisheshi。xiangmuyihuodebaotoushifazhanhegaigeweiyuanhuihezhun。xiangmuzongtouzizhongzibenjinwei6.09yiyuan，zhanzongtouzide30%，qiyuzijinweiyinxingdaikuan。xiangmujingjizhibiaofuhedianlixingyedeshouyiyaoqiu，juyouyidingdeyinglinengli。