1、歐洲PPA價格有降有升：波蘭、法國價跌，德國價漲   

根(gen)據瑞士咨(zi)詢公司Pexpark的數據，今年(nian)7月(yue)至8月(yue)期間(jian)，歐(ou)洲購電協(xie)議(yi) (PPA)價(jia)(jia)格下降了(le) 0.6%。根(gen)據“Pexapark 簡報”的首份報告中(zhong)，截(jie)至8月(yue)底，其(qi)用于PPA價(jia)(jia)格的歐(ou)洲綜合指數降至每(mei)兆(zhao)瓦(wa)時48.78 歐(ou)元，而 7 月(yue)底時為每(mei)兆(zhao)瓦(wa)時49.09歐(ou)元。今年(nian)秋季，波蘭的降幅最為明顯，其(qi)平均購電協(xie)議(yi)(PPA)價(jia)(jia)格環比(bi)下降了(le) 2.9%，法國同(tong)期的PPA價(jia)(jia)格也(ye)下降了(le)2.5%。   

詳情點擊：//nshw.net/h-nd-41546.html

越南太(tai)陽(yang)(yang)能(neng)制(zhi)造(zao)(zao)(zao)商Boviet Solar為其(qi)位于北卡羅來納州的組(zu)件(jian)制(zhi)造(zao)(zao)(zao)工(gong)廠(chang)(chang)(chang)(chang)增加了(le)1GW的制(zhi)造(zao)(zao)(zao)產(chan)能(neng)，使其(qi)年總產(chan)能(neng)達(da)到3GW。該(gai)(gai)公司于今年4月在(zai)格林維爾光(guang)伏組(zu)件(jian)工(gong)廠(chang)(chang)(chang)(chang)開(kai)始(shi)運營，該(gai)(gai)工(gong)廠(chang)(chang)(chang)(chang)生(sheng)產(chan)Gamma系列單(dan)面(mian)組(zu)件(jian)和Vega系列雙面(mian)組(zu)件(jian)，這(zhe)兩款組(zu)件(jian)均采用PERC技術。該(gai)(gai)工(gong)廠(chang)(chang)(chang)(chang)現在(zai)擁有三(san)條組(zu)件(jian)生(sheng)產(chan)線，Boviet Solar表示(shi)，這(zhe)將“滿足對(dui)國產(chan)太(tai)陽(yang)(yang)能(neng)產(chan)品不(bu)斷增長的需求”。   

詳情點擊：//nshw.net/h-nd-41556.html

全球投(tou)資(zi)巨頭與(yu)本(ben)土開(kai)發(fa)(fa)(fa)商簽署(shu)框架(jia)協議(yi)(yi)(yi)，三(san)至五年(nian)內(nei)建(jian)設1.5吉(ji)瓦光(guang)(guang)儲(chu)組合。全球投(tou)資(zi)公司(si)Brookfield已與(yu)馬(ma)來西(xi)(xi)亞開(kai)發(fa)(fa)(fa)商Solarvest簽署(shu)聯合投(tou)資(zi)框架(jia)協議(yi)(yi)(yi)，在(zai)未來三(san)至五年(nian)內(nei)共同建(jian)設、開(kai)發(fa)(fa)(fa)并運(yun)營至少1.5吉(ji)瓦的大型光(guang)(guang)伏及電池儲(chu)能(neng)系(xi)統（BESS）組合項目(mu)。根(gen)據協議(yi)(yi)(yi)，Solarvest將發(fa)(fa)(fa)揮其在(zai)馬(ma)來西(xi)(xi)亞項目(mu)開(kai)發(fa)(fa)(fa)的本(ben)地經驗。該公司(si)已在(zai)國內(nei)開(kai)發(fa)(fa)(fa)超過2.3吉(ji)瓦光(guang)(guang)伏項目(mu)（含已投(tou)運(yun)和(he)(he)在(zai)建(jian)）。雙方表示，馬(ma)來西(xi)(xi)亞的可再生能(neng)源(yuan)市場(chang)“前景(jing)強勁且(qie)極具吸引力”，受(shou)穩(wen)固的需求基本(ben)面和(he)(he)有利政策框架(jia)支持，這(zhe)也是選(xuan)擇(ze)在(zai)該國布局的關鍵原(yuan)因。   

詳情點擊：//nshw.net/h-nd-41557.html

日前，山(shan)西省能(neng)源(yuan)(yuan)局?國家能(neng)源(yuan)(yuan)局山(shan)西監(jian)管辦(ban)公(gong)室關于(yu)印發(fa)《虛擬電(dian)(dian)(dian)(dian)廠(chang)建設與運營管理暫(zan)行辦(ban)法》的通(tong)知，通(tong)知指(zhi)出，根據虛擬電(dian)(dian)(dian)(dian)廠(chang)聚合資(zi)源(yuan)(yuan)類型，分(fen)為以下(xia)三種：（一(yi)(yi)）“分(fen)布(bu)式(shi)電(dian)(dian)(dian)(dian)源(yuan)(yuan)類”虛擬電(dian)(dian)(dian)(dian)廠(chang)：通(tong)過(guo)(guo)聚合分(fen)布(bu)式(shi)光伏、分(fen)散式(shi)風(feng)電(dian)(dian)(dian)(dian)、電(dian)(dian)(dian)(dian)源(yuan)(yuan)側儲(chu)能(neng)等(deng)資(zi)源(yuan)(yuan)，對外(wai)呈(cheng)現為電(dian)(dian)(dian)(dian)源(yuan)(yuan)狀態(tai)，提(ti)(ti)(ti)供(gong)發(fa)電(dian)(dian)(dian)(dian)及(ji)(ji)電(dian)(dian)(dian)(dian)源(yuan)(yuan)靈(ling)活響(xiang)應調(diao)節(jie)服(fu)務(wu)。（二）“負(fu)荷(he)類”虛擬電(dian)(dian)(dian)(dian)廠(chang)：通(tong)過(guo)(guo)聚合用戶側可(ke)調(diao)節(jie)負(fu)荷(he)、電(dian)(dian)(dian)(dian)動汽車、用戶側儲(chu)能(neng)等(deng)資(zi)源(yuan)(yuan)，對外(wai)呈(cheng)現為負(fu)荷(he)狀態(tai)，提(ti)(ti)(ti)供(gong)負(fu)荷(he)側靈(ling)活響(xiang)應調(diao)節(jie)服(fu)務(wu)。（三）“源(yuan)(yuan)荷(he)類”虛擬電(dian)(dian)(dian)(dian)廠(chang)：按照源(yuan)(yuan)網荷(he)儲(chu)一(yi)(yi)體(ti)化、綠電(dian)(dian)(dian)(dian)園區、綠電(dian)(dian)(dian)(dian)直連、微電(dian)(dian)(dian)(dian)網等(deng)項目要求，通(tong)過(guo)(guo)聚合一(yi)(yi)定比例(li)的新能(neng)源(yuan)(yuan)、用戶及(ji)(ji)配套(tao)儲(chu)能(neng)，具(ju)備自主(zhu)調(diao)峰、調(diao)節(jie)能(neng)力，可(ke)為公(gong)共(gong)電(dian)(dian)(dian)(dian)網提(ti)(ti)(ti)供(gong)調(diao)節(jie)服(fu)務(wu)。   

詳情點擊：//nshw.net/h-nd-41530.html

9月24日，工業(ye)(ye)(ye)和信息化部(bu)(bu)、自(zi)然(ran)資源部(bu)(bu)、生態環(huan)境部(bu)(bu)、住房(fang)城鄉建(jian)設(she)部(bu)(bu)、水利部(bu)(bu)、農業(ye)(ye)(ye)農村部(bu)(bu)關于印發《建(jian)材行(xing)業(ye)(ye)(ye)穩增長工作方(fang)案（2025—2026年(nian)(nian)）》的通知（以下簡(jian)稱《工作方(fang)案》）。《工作方(fang)案》提出，2025—2026年(nian)(nian)，建(jian)材行(xing)業(ye)(ye)(ye)恢復向好(hao)，盈利水平有效(xiao)提升，產業(ye)(ye)(ye)科技創新能力不斷增強，綠色建(jian)材、先進無機非金屬材料產業(ye)(ye)(ye)規模(mo)持續增長，2026年(nian)(nian)綠色建(jian)材營業(ye)(ye)(ye)收入超過3000億元(yuan)。   

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2025年8月，全(quan)(quan)國完(wan)成電(dian)(dian)(dian)力(li)(li)市場交(jiao)(jiao)(jiao)(jiao)易(yi)電(dian)(dian)(dian)量(liang)6550億(yi)(yi)(yi)千(qian)(qian)(qian)瓦(wa)時，同(tong)(tong)比(bi)(bi)(bi)(bi)增(zeng)(zeng)長(chang)(chang)(chang)(chang)(chang)11.6%。從(cong)(cong)交(jiao)(jiao)(jiao)(jiao)易(yi)范圍(wei)看，省(sheng)內交(jiao)(jiao)(jiao)(jiao)易(yi)電(dian)(dian)(dian)量(liang)4859億(yi)(yi)(yi)千(qian)(qian)(qian)瓦(wa)時，同(tong)(tong)比(bi)(bi)(bi)(bi)增(zeng)(zeng)長(chang)(chang)(chang)(chang)(chang)11.0%；跨(kua)(kua)省(sheng)跨(kua)(kua)區交(jiao)(jiao)(jiao)(jiao)易(yi)電(dian)(dian)(dian)量(liang)1691億(yi)(yi)(yi)千(qian)(qian)(qian)瓦(wa)時，同(tong)(tong)比(bi)(bi)(bi)(bi)增(zeng)(zeng)長(chang)(chang)(chang)(chang)(chang)13.4%。從(cong)(cong)交(jiao)(jiao)(jiao)(jiao)易(yi)品(pin)種(zhong)看，中(zhong)長(chang)(chang)(chang)(chang)(chang)期交(jiao)(jiao)(jiao)(jiao)易(yi)電(dian)(dian)(dian)量(liang)6249千(qian)(qian)(qian)瓦(wa)時；現(xian)貨(huo)交(jiao)(jiao)(jiao)(jiao)易(yi)電(dian)(dian)(dian)量(liang)302億(yi)(yi)(yi)千(qian)(qian)(qian)瓦(wa)時；綠(lv)(lv)電(dian)(dian)(dian)交(jiao)(jiao)(jiao)(jiao)易(yi)電(dian)(dian)(dian)量(liang)249億(yi)(yi)(yi)千(qian)(qian)(qian)瓦(wa)時，同(tong)(tong)比(bi)(bi)(bi)(bi)增(zeng)(zeng)長(chang)(chang)(chang)(chang)(chang)47.2%。2025年1-8月，全(quan)(quan)國累計完(wan)成電(dian)(dian)(dian)力(li)(li)市場交(jiao)(jiao)(jiao)(jiao)易(yi)電(dian)(dian)(dian)量(liang)43442億(yi)(yi)(yi)千(qian)(qian)(qian)瓦(wa)時，同(tong)(tong)比(bi)(bi)(bi)(bi)增(zeng)(zeng)長(chang)(chang)(chang)(chang)(chang)7.0%，占全(quan)(quan)社會用電(dian)(dian)(dian)量(liang)比(bi)(bi)(bi)(bi)重63.2%，同(tong)(tong)比(bi)(bi)(bi)(bi)提高1.3個百分點。從(cong)(cong)交(jiao)(jiao)(jiao)(jiao)易(yi)范圍(wei)看，省(sheng)內交(jiao)(jiao)(jiao)(jiao)易(yi)電(dian)(dian)(dian)量(liang)33148億(yi)(yi)(yi)千(qian)(qian)(qian)瓦(wa)時，同(tong)(tong)比(bi)(bi)(bi)(bi)增(zeng)(zeng)長(chang)(chang)(chang)(chang)(chang)6.3%；跨(kua)(kua)省(sheng)跨(kua)(kua)區交(jiao)(jiao)(jiao)(jiao)易(yi)電(dian)(dian)(dian)量(liang)10294億(yi)(yi)(yi)千(qian)(qian)(qian)瓦(wa)時，同(tong)(tong)比(bi)(bi)(bi)(bi)增(zeng)(zeng)長(chang)(chang)(chang)(chang)(chang)9.4%。從(cong)(cong)交(jiao)(jiao)(jiao)(jiao)易(yi)品(pin)種(zhong)看，中(zhong)長(chang)(chang)(chang)(chang)(chang)期交(jiao)(jiao)(jiao)(jiao)易(yi)電(dian)(dian)(dian)量(liang)41785億(yi)(yi)(yi)千(qian)(qian)(qian)瓦(wa)時；現(xian)貨(huo)交(jiao)(jiao)(jiao)(jiao)易(yi)電(dian)(dian)(dian)量(liang)1657億(yi)(yi)(yi)千(qian)(qian)(qian)瓦(wa)時；綠(lv)(lv)電(dian)(dian)(dian)交(jiao)(jiao)(jiao)(jiao)易(yi)電(dian)(dian)(dian)量(liang)2050億(yi)(yi)(yi)千(qian)(qian)(qian)瓦(wa)時，同(tong)(tong)比(bi)(bi)(bi)(bi)增(zeng)(zeng)長(chang)(chang)(chang)(chang)(chang)43.3%。   

詳情點擊：//nshw.net/h-nd-41538.html

9月23日，大(da)恒能(neng)源南陵(ling)組件制造(zao)(zao)基(ji)(ji)(ji)地(di)成功實現(xian)首(shou)塊高(gao)效光伏(fu)組件的(de)正式(shi)下線，這(zhe)標(biao)志著該基(ji)(ji)(ji)地(di)從藍圖生(sheng)產規劃(hua)正式(shi)邁入(ru)量(liang)產階(jie)段。大(da)恒能(neng)源南陵(ling)組件制造(zao)(zao)基(ji)(ji)(ji)地(di)選址安徽(hui)省蕪(wu)湖市南陵(ling)縣，占地(di)面積為(wei)111.56畝，主(zhu)要包含生(sheng)產廠房(fang)、倉庫(ku)等配套體(ti)系，擁有3GW光伏(fu)組件的(de)生(sheng)產能(neng)力(li)。作(zuo)為(wei)大(da)恒能(neng)源全資子公(gong)司，南陵(ling)組件制造(zao)(zao)基(ji)(ji)(ji)地(di)為(wei)具備市場競(jing)爭力(li)的(de)產品快速(su)量(liang)產鋪設“高(gao)速(su)公(gong)路”，大(da)幅提升大(da)恒能(neng)源的(de)產品力(li)和品牌力(li)。

詳情點擊：//nshw.net/h-nd-41550.html