B[The U.S. ITC officially launches a Section 337 investigation into vertical power transmission systems, their components and downstream computer systems] October 10th, according to the China Trade Remedy Information Network, the U.S. International Trade Commission (ITC) voted on October 9 to launch a Section 337 investigation (Investigation Code: 337-TA-1526) into certain vertical power delivery systems, components thereof, and computing systems containing the same. On September 9, Vicor Corporation of Andover, Massachusetts filed a Section 337 investigation application with the US ITC, claiming that the product exported to, imported to, and sold in the United States violated US Section 337 (infringement of US registered patent number 10,903,734), and requested the US ITC to issue a limited exclusion order and prohibition order. B[The country’s first million-kilowatt photovoltaic photothermal project is connected to the grid for power generation] October 10th, the country’s first million-kilowatt photovoltaic photothermal project, the Qinghai Gonghe million-kilowatt photovoltaic photothermal project, was recently connected to the grid to generate electricity, promoting the expansion of new energy from generating electricity according to the weather to supplying power according to the needs of the grid. The project is located in Gonghe County, Hainan Prefecture, Qinghai Province, with a total installed capacity of 1 million kilowatts, consisting of a 900,000-kilowatt photovoltaic power station and a 100,000-kilowatt molten salt tower solar thermal power station. After the project is put into operation, it is expected that the average annual grid-connected electricity will reach 2.2 billion kilowatt-hours, saving approximately 690,000 tons of standard coal and reducing carbon dioxide emissions by approximately 2.07 million tons each year. It will effectively absorb peak power and heat storage, and improve the peak shaving capacity of the local power grid and the level of new energy consumption. (21 Finance) B[Well-known fund managers gather to investigate leaders in medical insurance technology, high-end manufacturing and other market segments] October 8th, the A-share market trend was extremely divergent in the third quarter, and the market style continued to be rebalanced. Many fund managers increased their research efforts to explore investment opportunities. Recently, many well-known fund managers such as Yang Zongchang of E Fund, Zhu Shaoxing of Wells Fargo Fund, and Liu Xu of Dacheng Fund have gone to the front line for research. They gathered together to investigate the leaders in subdivisions such as medical insurance technology, high-end manufacturing, mining energy, and power equipment, and dug into the signs of industry recovery and the investment value of individual stocks. At the same time, many leading funds simultaneously updated their latest allocation strategies, highlighting core ideas such as dilemma reversal, industry trends, and high dividend defense, sounding the clarion call for market layout in the fourth quarter. (Securities Times) B[The National Energy Administration held a party group meeting to deploy energy and power safety production work] On September 30, the National Energy Administration held a party group meeting. The meeting emphasized that we must always tighten the string of safe production, tighten the safety responsibilities of all parties, and focus on key areas to strengthen safety prevention. It is necessary to standardize the management of fire work in construction and maintenance, strengthen the construction and operation of fire stations in nuclear power plants, and prevent fire accidents. It is necessary to resolutely rectify outsourcing chaos, strictly implement the six "hard measures" for safety management of outsourcing operations, and strictly prohibit "one-size-fits-all" and laissez-faire. It is necessary to further promote the three-year action to address the root causes of safety production in the energy and power system, continuously improve the quality and efficiency of the investigation and rectification of major power accident hazards, deeply analyze the causes of hidden hazards, dig deep into the root causes of problems, and study and formulate targeted measures. Efforts should be made to prevent major accidents, promote the revision of mandatory standards for power safety production, carry out warning education on a regular basis, and continuously consolidate the foundation for safety production. B[The Fifth China-France Energy Dialogue was held in Beijing] On September 30, He Yang, Deputy Director of the National Energy Administration of China, and Cédric Briere, Director-General of the French Department of Energy and Climate, co-chaired the fifth China-France Energy Dialogue in Beijing on September 29. The two sides conducted in-depth exchanges on energy transformation, energy security, electrification and other policies, and fully exchanged views on practical cooperation in renewable energy, energy storage and hydrogen energy, civil nuclear energy and other fields. The two sides emphasized that China-France energy cooperation started from civilian nuclear energy and gradually expanded to oil and gas, renewable energy, energy technology innovation, green and low-carbon transformation and other fields, forming a cooperative pattern of complementary advantages, mutual benefit and win-win, and long-term stability. Both sides are willing to adhere to the high-level consensus, give full play to their respective advantages, deeply tap cooperation potential, innovate cooperation models, promote China-France energy cooperation to continue to deepen, improve and upgrade, inject new momentum into the sustained and healthy development of China-France comprehensive strategic partnership, and contribute Chinese and French wisdom and strength to promote global energy security and green development. More than 40 representatives in total participated in the dialogue, including Bai Yutang, the French ambassador to China, heads of relevant departments of the National Energy Administration of China, heads of the French Directorate General for Energy and Climate, heads of more than ten Chinese and French energy companies including CNNC, China Huaneng, Dongfang Electric, CGN, and EDF, Total, Air Liquide, and Orano. B[Guangzhou: The deposit collected by real estate development companies shall not exceed 5% of the total price of the house] On September 30, the Guangzhou Municipal Bureau of Housing and Urban-Rural Development, the Guangzhou Municipal Planning and Natural Resources Bureau, and the Guangdong Supervision Bureau of the State Financial Supervision and Administration Bureau issued implementation opinions on the implementation of the "Notice on Improving the Commercial Housing Sales System." If a real estate development enterprise collects a deposit from the sale of an existing house, it shall obtain a construction permit for a residential building and sign a deposit contract with the buyer. The deposit collected by real estate development companies shall not be higher than 5% of the total price of the house. The house purchase deposit contract should stipulate the deposit amount, commercial housing selling price, delivery time, and liability for failure to perform the contract on time. The Guangzhou Housing Transaction Supervision Center is specifically responsible for the supervision of deposits for existing houses. All deposits paid by home buyers for existing houses should be deposited into the deposit supervision account, and the deposits cannot be used during the supervision period. After completion of the project completion acceptance record, water, electricity and other supporting facilities are ready for delivery, and the completion acceptance of the supporting public service facilities in the residential area independently set up in the residential land, the project deposit supervision will be lifted and the supervision account will be cancelled. B[The power sector is active, Ningbo Energy and Zhejiang New Energy both hit the daily limit] On September 29th, the power sector was active, with Zhejiang New Energy having two consecutive boards, Ningbo Energy rising by the daily limit, Zhongmin Energy, Guangdong Electric Power A, and Silver Star Energy following suit. In terms of news, the National Energy Administration released national electricity statistics from January to August. As of the end of August, the country's cumulative installed power generation capacity was 4.103 billion kilowatts, a year-on-year increase of 11.1%. B[The first set in the country, Shaanxi has made a breakthrough in the field of green hydrogen power application] September 28th, according to Shaanxi's announcement, the country's first 100-kilowatt-class "wind/solar-hydrogen production-hydrogen storage-hydrogen release-power generation" integrated system developed by Xi'an 1908 New Energy Technology Co., Ltd. at the Shaanxi Hydrogen Energy Quality Technology Innovation Base was officially delivered to China Electrical Equipment Xuji Group. For the first time, the system closely combines renewable green power with hydrogen energy to achieve large-scale hydrogen production, long-term solid-state hydrogen storage, continuous controlled release of hydrogen, and is matched with 300 kilowatts of hydrogen fuel cell power generation. It has the characteristics of fully skid-mounted, automatic feeding, and sustainable battery life. It can provide integrated green hydrogen power solutions for zero-carbon parks and zero-carbon factories. It is an important breakthrough in the field of "green power-green hydrogen-green energy" coupled skid-mounted integration applications, and fills the gap in the field of solid-state hydrogen storage and multi-energy coupling applications in China. B[The electric power sector was active against the trend and Zhejiang Xinneng rose by the daily limit] On September 28, the electric power sector was active against the trend in early trading, with Zhejiang Xinneng hitting its daily limit. Dalian Thermal Power, Jiangsu Xinneng, Jiawei New Energy, Ningbo Energy, Core Energy Technology, and Guodian Electric Power were among the top gainers. On the news, on September 24, the National Energy Administration released national electricity statistics from January to August. As of the end of August, the country's cumulative installed power generation capacity was 4.103 billion kilowatts, a year-on-year increase of 11.1%. Among them, the installed capacity of solar power generation was 1.299 billion kilowatts, a year-on-year increase of 16.3%; the installed wind power capacity was 693 million kilowatts, a year-on-year increase of 19.6%.
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