2024-08-15
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Jiemian News Trainee Reporter | Tian Heqi
According to CCTV News on August 14, China's renewable energy development has maintained strong growth this year.Final AssemblyThe installed capacity of renewable energy has exceeded 1.6 billion kilowatts, and new breakthroughs are constantly being made, providing strong green momentum for my country's development. In the first half of this year, renewable energy power generation investment accounted for more than 70% of the power investment of key surveyed enterprises nationwide. Yang Kun, executive vice president of the China Electricity Council, introduced that as of the end of June this year, the proportion of renewable energy installed capacity in the country's total installed power generation capacity reached 53.8%, an increase of 4.7 percentage points over the same period last year, and the power supply structure continued to optimize. Senior Manager of the Power Dispatching and Control Center of the Southern Power GridLi PengIt is said that in the first half of this year, more than 80% of the country's new power generation came from renewable energy. At present, the proportion of China's renewable energy power generation has increased from 32% at the end of 2023 to 35.1%. The National Energy Administration said that in the next step, China will continue to adhere to the centralized and distributed development, and give equal importance to onshore and offshore development, to achieve complementary synergy of multiple renewable energy sources, and accelerate the green and low-carbon transformation of energy and electricity.
On August 14, the Ministry of Industry and Information Technology publicly solicited opinions on the "Industry Standard Conditions for Comprehensive Utilization of Waste Power Batteries of New Energy Vehicles (2024 Edition)". Among them, the requirements for recycling enterprises are that the recovery rate of copper and aluminum should not be less than 98%, the recovery rate of electrode powder after crushing and separation should not be less than 98%, the impurity aluminum content should be less than 1%, and the impurity copper content should be less than 1%; the lithium recovery rate in the smelting process should not be less than 90%, the recovery rate of nickel, cobalt and manganese should not be less than 98%, the comprehensive recovery rate of other major valuable metals such as rare earths should not be less than 97%, the fluorine solidification rate should not be less than 99.5%, and the comprehensive energy consumption of lithium carbonate production should be less than 2,200 kg of standard coal/ton; if the material repair process is adopted, the sum of the mass of recycled materials should account for no less than 99% of the sum of the mass of the target materials contained in the original power battery.
Tianyancha shows that on August 12, Shaanxi Sany Equipment Co., Ltd. was established, with Wang Wei as the legal representative and a registered capital of 10 million yuan. Its business scope includes the manufacture of construction machinery; wholesale of auto parts; sales of new energy vehicles; sales of charging piles; sales of batteries; rental of batteries; sales of cars; and operation of second-hand car trading markets. The company is indirectly wholly owned by Sany Heavy Industry (600031.SH).
Jianyan Design: Obtained the invention patent certificate for household integrated photovoltaic control system
Jianyan Design (301167.SZ) announced on August 14 that the company recently obtained an invention patent certificate issued by the State Intellectual Property Office. The patent is called "A household integrated photovoltaic control system", the patent number is ZL 2020 1 115.87 million, the authorization announcement number is CN 112 million B, and the authorization announcement date is August 13, 2024. The system realizes the effective integration and coordination of electrical appliances, grid power supplies and photovoltaic power supplies by setting up servers, and can automatically adjust the power supply priority during power outages, thereby optimizing power use and improving energy efficiency. The acquisition of the patent will not have a significant impact on the company's production and operation for the time being, but it will help promote the company's technological innovation in the field of building photovoltaics and enhance the company's core competitiveness.
On August 14, according to a statement on Russia's official Telegram channel, Russia extended its gasoline export ban until December 31. The decision was made to "support the stability of the fuel market during the ongoing seasonal demand and planned maintenance of refineries". Gasoline exported under intergovernmental agreements and humanitarian aid flows will be excluded from the ban. Russia's current gasoline export ban will last until August 31, and gasoline exports to foreign countries were temporarily allowed in July. Russian Deputy Prime Minister Novak previously said in July that the government had no plans to impose a ban on diesel exports.
According to the Kelley Blue Book website, the average transaction price of electric vehicles in the United States fell 1.5% year-on-year to $56,520 in July, but was higher than in June. However, the price of Tesla Model 3 in July increased by 30% from January to $53,878, and Model Y also increased by 5% to $52,055. Tesla's average transaction price rebounded after falling to close to the industry average in December 2023. In July, Tesla's average transaction price increased by 11% year-on-year to $59,593, the highest since February last year, as Cybertruck successfully raised the average price, and the prices of Model 3 and Model Y also rose steadily.
Data from the China Passenger Car Association showed that from August 1 to 11, the passenger car market retailed 521,000 vehicles, a year-on-year increase of 7% and a year-on-month increase of 16%. The cumulative retail sales so far this year reached 12.088 million vehicles, a year-on-year increase of 3%. From August 1 to 11, the national passenger car manufacturers wholesaled 387,000 vehicles, a year-on-year decrease of 15% from the same period last August and an increase of 14% from the same period last month. The cumulative wholesales so far this year reached 14.107 million vehicles, a year-on-year increase of 4%.
On August 14, Xinwangda (300207.SZ) stated on the interactive platform that the company has the ability to develop and produce flying car batteries, and is actively connecting with relevant manufacturers. In the future, the company will continue to pay attention to the drone industry and strive for multi-faceted cooperation with relevant customers.
On August 14, the National Enterprise Bankruptcy and Reorganization Case Information Network showed that Yangzhou Bangjie New Energy Technology Co., Ltd., a subsidiary of Bangjie Co., Ltd., was filed for bankruptcy reorganization, and the applicant was Jiangsu Puhui Health Checkup Co., Ltd. In December 2022, Bangjie Co., Ltd. (002634.SZ) invested in the establishment of subsidiaries Bangjie New Energy Technology Co., Ltd. and Yangzhou Bangjie New Energy Technology Co., Ltd., and began to layout the photovoltaic industry.
According to the Qichacha APP, Tongwei Solar Energy (Ordos) Co., Ltd. was established recently. The legal representative is Xie Junjie, with a registered capital of 10 million yuan. Its business scope includes: photovoltaic equipment and component manufacturing; power electronic component manufacturing; semiconductor device special equipment sales; battery manufacturing; battery parts sales; new energy power equipment sales, etc. Qichacha equity penetration shows that the company is indirectly wholly owned by Tongwei Co., Ltd. (600438.SH).
According to the official microblog of Huajian Group (600629.SH), Huajian Group and Shanghai Yidian signed a strategic cooperation (supplementary) agreement on the afternoon of August 13. According to the agreement, the two parties will carry out in-depth multi-faceted cooperation, promote the orderly and effective implementation of various cooperation, achieve resource sharing and mutual benefit in the fields of artificial intelligence, green and low-carbon, and empower industry progress and corporate development.
According to Hubei Daily, at noon on August 11, many new energy vehicles were charging in an orderly manner at the Optics Valley Travel Charging Station on Guanshan Avenue in Wuhan. The charging station was put into operation on August 9 and is the first liquid-cooled supercharging station in Optics Valley. The station is equipped with 2 480KW liquid-cooled supercharging piles and 14 120KW DC fast charging piles, which can meet the charging needs of 30 vehicles at the same time. Among them, the liquid-cooled DC charging terminal can reach a charging power of 480KW, and the range of 400 kilometers can be achieved after charging for 10 minutes, and the fastest charging speed can be achieved is "1 second 1 kilometer".
According to the Hubei Daily, on August 13, the latest data from the State Grid Hubei Electric Power Virtual Power Plant Control Integration Platform showed that the total amount of resources connected to the Hubei Virtual Power Plant reached 20.237 million kilowatts and the adjustable capacity reached 1.5 million kilowatts, the largest in the country. The total amount of resources connected to the Hubei Virtual Power Plant of 20.237 million kilowatts is close to the installed capacity of a Three Gorges Power Station (22.5 million kilowatts). In this resource pool, the adjustable power resources reach 1.5 million kilowatts. At present, 31 virtual power plants in Hubei have been connected to the virtual power plant control integration platform. The types of adjustable resources include not only photovoltaics, energy storage, industrial park energy, large supermarket energy, social air conditioning energy, etc., but also more than 10,000 5G base stations and more than 3,700 new energy vehicle charging stations.
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