内蒙古作为中国的最大煤炭矿区，有望成为推动国家能源转型的关键力量，借助沙漠内的大规模清洁能源项目的计划实施。周一发布的一份报告显示，在内蒙地区将部署一揽子清洁电力巨量工程。
当前，内蒙古已拥有 88 兆瓦风能和太阳能产能，并有总计 170 兆瓦的更多项目在建设中，总容量超越了德国整个电网的体量。报告指出，在政策调整与基础设施升级支持下，该地区能够向中国沿海超级城市供应廉价、零碳排放的电力。
水岩科技及研究机构的研究人员表示，正确实施大规
内蒙古自治区已规划四座超大型基地，涉及太阳能 8 兆瓦特、风能 4 兆瓦特和火电 4 兆瓦特。建议将这些项目与远距离输电线路相结合，确保设施充分利用，并强调政府应重新考虑包括煤炭发电的计划。
改进传输技术以及现有未充分使用的本地电力站足以承担平衡风力和太阳能间歇性产生的任务，而新计划将使成本更高效，报告指出。研究人员也分析了房地产市场的反弹情况：中国股市经历了自历史上最显著逆转之一的连续九天上涨，政府刺激措施吸引投资者回到全球估值最低市场之一。
在三大城市放松购房政策后，中国股市在周一反弹近 11%。此举遵循中国政府提振陷入困境房产行业的最新努力。这一变动可能增强对全球最大钢铁成分消耗国的需求预期。
关注点在于周一的交易情况及接下来一周（2023 年 10 月 1 日至 7 日）的市场动态。
新闻来源：www.bloomberg.com
原文地址：China Coal Hub Could Lead Energy Transition With Desert Projects: Report
新闻日期：2024-09-30
原文摘要：
China’s largest coal-mining hub is primed to spearhead the country’s energy transition with a slate of planned clean power mega-projects in the desert, according to a report released Monday. Inner Mongolia, which leads China in this year, already has 88 gigawatts of wind and solar capacity, with another 170 gigawatts in the pipeline. That’s a combined total that would dwarf the power fleet of Germany. With the right policy tweaks and infrastructure build-out, the region could feed China’s coastal megacities with cheap, carbon-free electricity, researchers from and the said in a report.“If done correctly, the expansion of large-scale clean energy bases in Inner Mongolia can increase wind and solar generation to meet local power consumption growth and increase the share of renewable exports,” analysts including Liutong Zhang at WaterRock said in the report. have helped connect the region’s coal and renewable power plants to Beijing, as well as Shandong and other densely populated coastal provinces. But the lines are underutilized and still carry mostly coal power, creating an opportunity for more wind and solar expansion to feed them. Inner Mongolia’s clean energy exports to coastal areas are already cheaper than existing electricity rates and coal plants, the researchers said. Increased and inter-provincial electricity trading could help drive further expansion, they said.Read More: The autonomous region is home to four planned mega-bases expected to comprise eight gigawatts of solar, four gigawatts of wind and four gigawatts of coal power. These should be developed in conjunction with long-distance power lines to make sure the infrastructure is properly utilized, the researchers said. The government should also re-think the plan to include coal in the projects, the researchers argue. They’re designed to help stabilize the intermittent flows of wind and solar, but , improved transmission technology and existing underutilized power plants in the region can play that role at a reduced cost, they said. extended one of their most remarkable turnarounds in history, soaring for a ninth straight day as government stimulus entices investors back to one of the most beaten-down markets worldwide. rallied after three of the country’s largest cities eased rules for homebuyers, following through on the central government’s latest efforts to prop up the embattled real estate sector. almost 11% after three of China’s biggest cities eased curbs on home-buying, bolstering the demand outlook in the world’s biggest consumer of the steel-making ingredient.Monday, Sept. 30:Tuesday, Oct. 1 through Monday, Oct. 7:
