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非洲太阳能装机容量在2025年创纪录后,预计到2029年将增长至六倍以上
Shang Wu Bu Wang Zhan· 2026-02-10 14:32
《彭博社》网站2月3日报道,根据一份最新行业报告,受公用事业规模项目激增推动,非洲在2025年录 得有史以来最快的太阳能增长速度,并且到2029年,新增太阳能装机容量可能超过去年年度新增规模的 六倍。全球太阳能理事会(Global Solar Council,简称GSC)周二发布的报告称,非洲在2025年新增约 4.5吉瓦太阳能装机容量,同比大幅增长54%,不仅打破了2023年创下的纪录,也超过了中期预测。其 中,南非以1.6吉瓦位居首位,其次是尼日利亚的803兆瓦和埃及的500兆瓦。到2029年,非洲有望累计 新增超过33吉瓦的太阳能装机容量。报告指出,要实现这一潜力,关键在于使融资、规划和监管与市场 现实相匹配。一些全球最大的太阳能微电网公司负责人上周表示,到2030年,为实现非洲国家的电力普 及目标,所需投资可能高达460亿美元。这些公司——包括最大运营商Husk Power Systems——估算,其 中约280亿美元为债务融资,140亿美元为股权投资,另有46亿美元来自赠款和补贴。 ...
X @Bloomberg
Bloomberg· 2026-02-05 05:08
Can distributed energy resources help alleviate the global shortage of electricity? Manoj Sinha, CEO of Husk Power Systems, tells Akshat Rathi why he thinks so on this week's Zero podcast https://t.co/YsmkpWF73W ...
读创财经晨汇|①阿里发布千问旗舰推理模型②农业银行落地多笔民间投资专项担保计划贷款
Sou Hu Cai Jing· 2026-01-27 00:08
Group 1: Quantum Computing Breakthrough - The Shenzhen International Quantum Research Institute's He Yu research team achieved a significant breakthrough in silicon-based quantum computing, demonstrating quantum error detection compatible with fault-tolerant quantum computing architecture [1] Group 2: AI Model Development - Alibaba launched its flagship reasoning model Qwen3-Max-Thinking, which has surpassed several top models in performance, including GPT-5.2 and Gemini 3 Pro, setting new global records [3] Group 3: Financial Initiatives - The Ministry of Finance and other departments announced a 500 billion yuan special guarantee plan to support private investment, aimed at enhancing enterprise production and consumption upgrades [5] Group 4: Steel Production Statistics - In mid-January 2026, key steel enterprises produced 19.79 million tons of crude steel, with a daily average of 1.979 million tons, reflecting a 0.9% decrease from the previous period [6] Group 5: Federal Reserve Interest Rate Expectations - The probability of the Federal Reserve maintaining interest rates unchanged this week is 97.2%, with a 2.8% chance of a 25 basis point cut [8] Group 6: Infrastructure Funding in Tanzania - The Tanzanian government plans to sell part of its gold reserves to fund infrastructure projects, with a large liquefied natural gas project valued at $42 billion expected to be signed by June [9] Group 7: AI Chip Development - Microsoft introduced its second-generation AI chip, Maia 200, aiming to reduce reliance on Nvidia hardware, with deployment in data centers underway [11] Group 8: Microgrid Investment Needs - Major solar microgrid companies estimate a need for $46 billion in investment to achieve electrification goals in 29 African countries by 2030, requiring a mix of debt financing, equity investment, and grants [13]