????,???????
???????
?????????“??????”
?????,??????????
?????????????
????????,????
2??11?????????????,?????????(ICE)??????430???????????????????,??????????????????47????,?????118.57%?
???????,????????2024???????????,??????????wind??,??????????????2024?????,??ICE??70%???2024?????????????????27.22%???????????
??,???????????????????????
01
??
?,?,????,?????
??????????????,??,??????
?????????????,?????????????????????
??,“????????,????,?????150%……?,??????????????(??????????????????10??)?”
“????150%??????????????????????????,?,???????????”??????????,????????,???,?????????????????,?????
?????????,??????????????
???????????AGF????,????2025????????3??1????????,???????172???????,???????????????15%?????????30%?????????????????????,??????????????,??????????,JDE?PEETS????,???????????????2025?????????,???,???????????????,?????????????
??????,??1????????,?????????????????,?????,????????????,??
??????????,?????????????????
02
???????????????
?????,?????????????????????,?????????????70%??????????????????????????5??????????????????????,??????,????????????
“????5??????????????????,???????????,???????????????????,??,?????????????????”?????
???????????????????????,????????????????????????????????????????????????????????????????????????????,??????????????,?????????????????115?????????????,?????????95%?
???,??????????,????????,?????????????????
??,????????????,????,??????????
03
?????????????????
????????????????9.9?????????????
????,?????“??????????”??????????????????,?????????,??????????????????????????????????????????????Tims???????????,?????????????
???,?????
04
???????
??:????????????????????????????????????????????????????
????????????????:?????????