??????????????

??“??”

???????????,?????

????????????????

??,????????????

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

??????????????

?????????:?????????????????????????????????????????????????

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??:???????????,??????????,??????????????