How will the usa's decision to impose tariffs on China's new energy industry affect? The plan was announced as early as May, and the market has long anticipated it.

①The plan to impose additional taxes on new energy imports from China by the USA was announced as early as May, and the market has already anticipated it; ② The tariff war cannot solve the problem of the loss of the real economy in the USA, and the USA is not the main destination for Chinese electric vehicle companies to expand overseas.

cls.cnSep 17 10:47 ET

Will copper prices soar in the long term? BHP Group Ltd: The AI ​​wave will intensify the copper shortage.

①Although the global copper market is currently in a phase of weak demand, mining giant BHP Group Ltd. warns that future copper demand will largely skyrocket due to the artificial intelligence wave; ②BHP Group Ltd. warns that copper is a key metal in the transition to clean energy, and the development of artificial intelligence will exacerbate the copper shortage issue.

cls.cnSep 17 02:43 ET

The market style continues to switch! The new energy fund track collectively revitalizes, paying close attention to the short-term speculation and taking the lead in breaking through the theme direction.

Track the entire lifecycle of the main sector.

cls.cnSep 11 21:10 ET

Two departments promote the renewal of wind power equipment. The industry is expected to release 10GW of capacity.

①The National Development and Reform Commission and the National Energy Administration encourage the transformation and upgrading of wind farms that have been in grid operation for more than 15 years or have a single unit capacity of less than 1.5 megawatts. ②Industry insiders said that the scale of wind turbines meeting the above conditions is about 10GW, and starting from 2025, it will usher in a peak of wind turbine decommissioning.

cls.cnAug 21 06:12 ET

Two departments: The investment scale of energy-intensive equipment in key areas is expected to increase by more than 25% from 2023 to 2027.

By 2027, the investment scale of equipment in key areas of energy will increase by more than 25% compared to 2023. The key focus is on promoting the implementation of energy-saving transformation, heating transformation, and flexibility transformation of coal-fired power plants. Transmission and distribution, wind power, solar power, hydropower and other areas will achieve equipment renewal and technological transformation.

cls.cnAug 21 04:45 ET

Sustainability Column: How is the Chinese market for geothermal power generation, which Buffett is interested in?

The electric energy hidden underground is becoming a clean resource mine in the eyes of technology giants and conglomerates.

wallstreetcnJun 19 07:52 ET