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Welcome to Carbon Brief’s China Briefing.

China Briefing handpicks and explains the most important climate and energy stories from China over the past fortnight. Subscribe for free here.

Key developments

Floods killed 60 people after ‘year of rain in a week’

HUMAN TOLL: Heavy rainfall in late July killed at least 60 people across northern China, with flooding and landslides affecting Beijing and neighbouring Hebei province, Reuters reported, adding that “meteorologists link an increase in extreme weather…to climate change”. In some areas, a “year’s worth of rain fell in less than a week”, another Reuters article said. China’s “usually arid north has seen record rains in recent years”, but Beijing’s topography “amplif[ied] the deluge” that killed more than 30 people in the capital, the newswire added. Other affected regions included Shanxi, Shaanxi, Liaoning, Shandong, Tianjin and Inner Mongolia, according to various news outlets. 

PERSISTENT HEAT: Five people were killed in southern Guangdong province due to “torrential rain”, said the state-run newspaper China Daily. Shanghai evacuated “around 280,000 people” as storm Co-may brought “strong winds and heavy rainfall”, Bloomberg said. Elsewhere, China Daily reported on “persistent high temperatures” in central China, adding that multiple regions faced intense heat or rainfall this week. The southern city of Chongqing “elevated its heatwave warning to the highest level” following temperatures “exceeding 40C for a week”, Reuters said.

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RELIEF FUNDS: State broadcaster CGTN said China allocated more than one billion yuan ($139m) to areas across China for flood and drought relief efforts. Beijing and its neighbouring provinces received 550m yuan ($77m) for flood relief, reported the Hong Kong-based South China Morning Post (SCMP).

NEW OUTBREAK: Meanwhile, thousands of residents in southern China’s Guangdong province have contracted chikungunya, a mosquito-borne disease, Bloomberg reported, quoting an expert saying the “surge in chikungunya cases is likely due to favorable climatic conditions”. The outbreak “is the latest sign that tropical diseases…are expanding their reach, as climate change lets mosquitoes live in new territories”, it added.

Government tackled ‘Industrial Cthulhu’

OVERCAPACITY POLICIES: Regulators released a “draft amendment” to China’s pricing law that aims to “rein in price wars”, Reuters said. China will “name and shame” companies that continue to implement “ruinous competition”, said Bloomberg. Draft “guidance” was also issued on deploying government funds, SCMP reported, to prevent continued “overconcentrat[ion]” of local government investment in the “new three” and other sectors. China’s leadership also called for “reducing excess competition” and regulating “local government practices in attracting investment”, said Xinhua. According to Bloomberg, this showed “China’s leaders see the dangers” of China’s manufacturing strength “clearly”. (It added that some netizens had nicknamed the sector “Industrial Cthulhu”, in a “tongue-in-cheek” comparison that it said was meant to imply that “China’s manufacturing power is a beast”.)

SUPERCHARGING DEMAND: Domestic sales of new-energy vehicles (NEVs) between January and June 2025 rose 40% year-on-year to just under seven million units – 44% of total car sales – reported the Communist party-affiliated People’s Daily, while exports “surged” by 75%. Energy news outlet International Energy Net quoted a National Energy Administration (NEA) official saying China expects 2025 power demand for EV charging alone to equal the “annual power generation of the Three Gorges dam”.

HIDDEN FIGURES: While the figures show that 2025 is “shaping up to be another stellar year” for China’s EV industry “on paper”, Caixin said, “overcapacity” and fierce price wars mean the industry’s mood is “far from celebratory”. Separately, Reuters found it is “increasingly common” for automakers in China, including EV manufacturers and foreign brands, to “inflate car sales”.

EV TARIFFS: Meanwhile, Chinese EVs exports to the EU have made a “full comeback from tariffs set in place last year”, with Chinese automakers’ share in Europe’s EV market surpassing 10%, according to Bloomberg. Elsewhere, Thailand has “adjusted” EV subsidies to encourage exports as surging Chinese investment creates excess domestic “capacity”, said finance news outlet Caixin. EV manufacturer BYD has been offered a “short-term tariff break” in Brazil, but will face aggressive “hikes…in the long run”, SCMP reported.

Forecast for solar growth in 2025 rose to 300GW

GENERATION SHARE: Renewable energy accounted for “almost 40% of total power generation” in the first half of 2025, NEA officials said at a press conference covered by BJX News. New solar and wind generation also covered “total growth in electricity demand”, the energy news outlet added. BJX News also added that, according to the NEA officials, non-fossil fuel sources now account for 60% of China’s electricity mix. Meanwhile, the China Photovoltaic Industry Association “raised its forecast for new domestic solar installations this year” to 270-300 gigawatts (GW), citing the “minimal impact” of “new policies such as document 136” on large-scale clean-energy bases, reported business news outlet Jiemian. China had already installed 212GW of new solar capacity in the first half of the year, said China Daily.

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INDUSTRY INSPECTIONS: The government will conduct “energy conservation inspections” on polysilicon manufacturers, Jiemian said. It quoted an anonymous “industry insider” as saying the targeted companies are “not all…polysilicon projects for photovoltaic use”, adding that the inspections likely aim to identify “projects that consume resources without creating actual value”. Meanwhile, Reuters found “China’s biggest solar firms shed nearly one-third of their workforces last year”, illustrating the “pain from the vicious price wars”, while “more than 40 solar firms have delisted, gone bankrupt or been acquired” since 2024.

‘ORDERLY’ DEVELOPMENT: China issued a new policy on “further regulating the use of farmland for solar projects”, calling for better management and strict supervision of “solar projects involving the use of farmland”, reported International Energy Net. The NEA also pledged to “guide the orderly development of distributed [solar] projects and ensure safe and efficient consumption”, said another International Energy Net article.

Central bank boosted finance for ‘future energy’

NEW ENERGY FINANCE: China’s central bank, alongside several government ministries, released guidance on financing “new industrialisation”, BJX News reported, adding that it encouraged supporting sectors such as “new energy” in “raising capital” and encouraged state-run investment funds to focus on “future energy” and other “future industries”. The guidance also called for more support for “green and low-carbon transformation” and clean-energy technologies. Separately, China will evaluate the energy consumption and potential carbon emissions of “fixed asset” investments over a certain threshold of energy or coal consumption, said International Energy Net.

‘CLIMATE THREATS’: The CMA launched a new “initiative” to “establish a global early warning service network in the face of escalating climate threats”, CGTN said. China also issued a plan to “create greener, safer and more livable environments” in the face of “intensifying global climate change”, said People’s Daily. China’s agriculture ministry also released a work plan to “ensure a bountiful autumn grain harvest” in the face of an “above-average number of extreme weather and climate events this year”, Xinhua reported.

NDRC ON HIGH DEMAND: The National Development and Reform Commission (NDRC), China’s top economic planning agency, commented on recent high power demand, reported International Energy Net. It explained that the NDRC said China will “ensure an adequate and stable [power] supply” through effective management of coal production and will “integrate new energy’s supporting role” with coal’s role as a “bottom-line guarantee” (兜底保障) for power generation. Separately, the NDRC also highlighted “promoting…comprehensive transformation under dual-control of carbon mechanisms” as one of its “key tasks” for the rest of 2025, according to China Energy Net.

Spotlight 

Guest spotlight: What an ‘ambitious’ 2035 electricity target looks like for China

A new study has found that China must at least double its wind and solar capacity by 2035 to align its power sector with a 2C global warming target. 

In this issue, co-authors Zhenhua Zhang and Michael R Davidson, a PhD student and associate professor at the University of California, San Diego, respectively, explain how China could encourage climate ambition by setting power-sector targets.

The full article is available on Carbon Brief’s website.

China’s power sector is both the world’s largest emitter and the largest source of clean-energy growth.

This means it will be a key part of China’s next nationally determined contribution (NDC) – its climate pledge under the Paris Agreement for 2035.

In our new study, co-authored with experts from Tsinghua University, we model pathways for China’s power system up to 2035 that are consistent with its wider climate goals.

China has already surpassed its 2030 renewable deployment target, due to recent record-breaking annual additions.

However, new coal-power developments and rapid growth in electricity demand pose a threat to meeting China’s other targets.

Our research looks at the rate of growth from clean energy that would be required to not only meet China’s rapidly rising demand for electricity, but also to push down its coal generation and squeeze emissions from the power sector.

Staying below 2C

We simulate a range of scenarios for 2035, based around two different scenarios for China that are compatible with a global limit of 2C warming this century.

The basic 2C trajectory would see China’s power-sector emissions fall to 36% below 2024 levels by 2035, whereas the more ambitious 2C trajectory has a 42% decline.

It shows wind and solar energy would need to supply around 40% of China’s electricity by 2030, if the country aims to remain on track for 2C of global warming.

Solar and wind power generation would need to then rise to 50% by 2035, up from 17.9% in 2024.

This growth would substantially reduce the system’s reliance on coal and other fossil fuels, which would decrease to 35% of generation in 2030 and 25% in 2035.

The more ambitious scenario, which targets limiting global warming since the pre-industrial period to 1.5-2C, would see even higher wind and solar generation shares of 44% by 2030 and 54% by 2035.

Under the different scenarios, China’s wind and solar capacity would rise from around 1,700GW today to 2,350-2,780GW by 2030 and 2,910-3,800GW by 2030, requiring annual additions of 120-220GW.

Recent wind and solar additions have already exceeded this pace.

Challenges with grid integration and supporting infrastructure could slow future large-scale buildouts, meaning battery and grid capacity would need to rise by 6% and 5% per year to 2035, respectively to better integrate renewables into the grid.

The NDC and beyond

Due to the rapidly evolving economic and geopolitical situation, there are good reasons to expect that China’s topline emissions number in its NDC may be underwhelming. But there is an opportunity to emphasise and expand ambition within the power sector through additional sectoral targets.

While China has previously set a target for the absolute capacity of wind and solar, a goal for the share of electricity generation would set a narrower range for future power sector emissions.

Given current uncertainties around the pace of power demand growth, for example, a target for clean energy share might provide greater confidence than a capacity target alone.

Regardless of what targets are set, achieving the growth of clean energy modelled in our study would support China’s long-term climate commitments and demonstrate the nation’s intent to be a clean-energy powerhouse.

Watch, read, listen

‘UNSHAKEABLE’ GOAL: President Xi Jinping told attendees of the 2023 National Conference on Ecological and Environmental Protection that China’s commitment to its “dual-carbon” goals is “unshakeable”, according to a speech published in full, for the first time, by top ideological journal Qiushi.

CLIMATE REFUGEES: The United Nations Refugee Agency assistant high commissioner Raouf Mazou spoke with China Daily about China’s role in addressing “climate change-linked displacement”.

FINANCE FLOWS: The Environment China podcast explored what impact China’s push to develop “green finance” has had on the country’s energy transition.

PROVINCIAL PROGRESS: The Institute of Public & Environmental Affairs published a report assessing different provinces’ progress in reaching China’s “dual-carbon” goals.


1.35 billion

In tonnes per annum, the amount of coal-mine capacity that is “at various stages of development” in China, according to updated data from thinktank Global Energy Monitor – more capacity than “all other countries combined”.


New science 

Wet-hot days increased faster than dry-hot days during the warm season in Chinese cities over the past four decades

Communications Earth & Environment

A new study found a “significant increase” in both dry-hot and wet-hot extremes in China during the May-September warm season. The authors investigated changes in hot extremes in 136 Chinese cities over 1981-2022. They found that wet-hot extremes accounted for 36% of all hot days, while dry-hot days accounted for only 4%. The authors said their findings “underscore the urgent need for adaptive urban strategies to mitigate the growing risk of compound temperature-humidity extremes under ongoing urbanisation and climate change”.

China’s nationwide streamflow decline driven by landscape changes and human interventions

Science Advances

The amount of water running through rivers, or “streamflow”, has declined at more than 70% of Chinese hydrological stations over the past six decades, according to a new study. The authors combined data from more than 1,000 hydrological stations with climate models to produce a “comprehensive national assessment” of streamflow across China. They found that decreases in streamflow were mainly in northern China and were driven by changes in land use, but that increases in streamflow were found in the south, mainly driven by “climate change and variability”.

China Briefing is compiled by Wanyuan Song and Anika Patel, with contributions from Svetlana Onye. It is edited by Wanyuan Song and Dr Simon Evans. Please send tips and feedback to china@carbonbrief.org 

The post China Briefing 7 August 2025: Deadly floods; ‘Industrial Cthulhu’; Higher solar forecast  appeared first on Carbon Brief.

China Briefing 7 August 2025: Deadly floods; ‘Industrial Cthulhu’; Higher solar forecast 

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Outdated geological data limits Africa’s push to benefit from its mineral wealth

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Resource-rich African nations risk missing out on the investment needed to extract and refine their mineral wealth into high-value products for the clean energy transition because they lack accurate information on what they have, experts are warning.

African countries have attracted huge interest as the world scrambles to access the minerals and metals needed for the energy transition and digital and military technologies, with investors from the US, China, the United Arab Emirates and Europe jostling to secure access to the continent’s resources. 

But any knowledge of Africa’s mineral wealth is, at best, an estimate based on century-old-mapping and haphazard geological data, policy experts and investors told Climate Home News. 

The United Nations says Africa is home to 30% of the world’s mineral reserves, including cobalt, copper, lithium and manganese, which are needed to manufacture batteries and other clean energy technologies.

But experts like Bright Simons, who tracks natural resource spending in Africa for the Ghana-based IMANI Centre for Policy and Education, said the 30% number is not backed by any “empirical, evidence-based assessment” of the continent’s mineral wealth. While some analysts like Simons think the figure could be an overestimate, others argue it is likely an underestimate of the continent’s mineral reserves.

    Up-to-date and accurate data is critical for governments to negotiate better deals with prospecting mining companies and to help drive investment in mineral extraction and processing facilities that can add value to the continent’s resources.

    But the lack of good mapping has negatively impacted the continent’s efforts to capture the economic benefits of booming mineral demand and to create jobs by extracting and processing raw materials into higher-value products before export, experts said.

    Colonial maps

    Under-exploration and scant information about Africa’s resources have made it challenging for states to attract investment and develop their resources, said Pritish Behuria, a political economist at the Global Development Institute at the UK’s University of Manchester.

    “In many cases, former colonial powers retain more current knowledge of the kinds of mineral deposits that exist in African countries – and often, this has proven difficult to access for African governments,” he told Climate Home News.

    Thabit Jacob, a researcher of extractive and energy resources at Roskilde University in Denmark, said many African countries “still rely on colonial maps”. 

    “There’s a growing realisation that Africa must know its true value in mineral richness and investment in geological mapping is crucial,” he added.

    Mapping inequality

    However, mapping investment is falling short. Africa’s share of global exploration investment has fallen in the last two decades, data shows.

    In 2024 alone, both Canada and Australia received significantly more investment in geological mapping than the whole of Africa, even though the continent’s landmass is three times the size of the two countries combined, according to the Center for Strategic and International Studies. 

    Even in South Africa, a major mining destination, only 12% of the country has been mapped at a detailed level “which compares poorly with other popular mining destinations such as Canada and Australia where there is near complete coverage at similar scales”, explained Tania Marshall, of the Geological Society of South Africa.

    Nigeria’s push to cash in on lithium rush gets off to a rocky start

    To address the dearth in data, multinational institutions like the World Bank have provided African countries with finance for mapping, but have simultaneously encouraged them to liberalise and privatise their mining industries.

    As a result, international investors prioritising project development have come to dominate the continent’s mining sector, crowding out state-sponsored initiatives with stronger incentives to invest in data-gathering, researchers have found.

    Does the world need a global treaty on energy transition minerals?
    Workers during a break at the Prospect Lithium mine and processing plant in Goromonzi, Zimbabwe (Photo: REUTERS/Philimon Bulawayo)

    Digging blind

    Orina Chang, an investor leading geological mapping across Somaliland, which has reserves of copper and zinc ore, said she was surprised to find out that even countries attracting huge interest from institutional miners, such as the Democratic Republic of the Congo (DRC), do not have systematic up-to-date mapping.

    Instead, mining firms rely on artisanal mining and surface signs, like exposed ores on the ground – and crossing their fingers, she told Climate Home News.

    The mapping deficit means there is little certainty on the size and quality of mineral deposits and provides few incentives for miners to invest in processing plants, Chang explained. 

    “Without mapping, everyone is blindly digging and you just get people who are not interested in really investing in your country,” she said. “With mapping, you’re able to attract much better players and build plants, create jobs, drive economic growth, help the GDP.”

    The rise of AI-driven exploration tools

    Today, AI-driven mapping tools have created new opportunities to obtain high-precision information with less on-the-ground investment. Geophysical data and satellite imagery are fed into a model that creates a geological map which can help point to high-potential deposits.

    Last year, California-based KoBold Metals, which is backed by US billionaires Jeff Bezos and Bill Gates, discovered a massive copper deposit in Zambia using AI-driven exploration. In July, the firm signed an agreement with the DRC to lead critical mineral exploration there. 

    But the technology is expensive and not widely available to governments.

    Instead, in its 2024 Green Minerals Strategy, the African Union called for some of the revenues from mineral rents to be reinvested into mapping using low-cost techniques such as satellite imagery and drones, which are less precise.

      The case for co-operation

      For Gerald Arhin, a research fellow at University College London, greater regional collaboration and pooling resources could also help reduce the costs of mapping for individual governments. Last year, for example, South Africa signed an agreement with South Sudan to co-operate on mineral exploration.

      “The sharing of data, industrial intelligence and technical expertise across borders could be transformative for African countries, as well as for developing countries in other regions,” Clovis Freire, who heads the Extractive Commodities Section at UN Trade and Development (Unctad), told Climate Home News.

      Mapping, however, is only one element of a complicated equation when it comes to developing minerals for the energy transition, said Eszter Szedlacsek, who researches climate justice in the context of the green transition at the Vrije Universiteit Amsterdam.

      “In the race for Africa’s critical minerals, deals hinge only partly on where resources are found, and more on geopolitics, investment conditions and longstanding trade ties,” she said.

      The post Outdated geological data limits Africa’s push to benefit from its mineral wealth appeared first on Climate Home News.

      Outdated geological data limits Africa’s push to benefit from its mineral wealth

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      Climate Change

      From Baku to Belém and beyond: How we turn a climate finance roadmap into reality

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      Mukhtar Babayev is COP29 President and Special Representative of the President of Azerbaijan for Climate Issues.

      COP has entered “late-stage multilateralism”. We have already agreed the processes, targets and mechanisms to guide action. The system is now fully operational, resilient and delivering results. Success today depends less on what new things all countries agree and more on what individual actors achieve.

      And we are in a race against the clock, so there is a desperate need for speed. This will require new modes of working, rather than repeating the lumbering mechanisms of generations past. Our conversations at COP30 confirmed to us that the will and energy is there in bundles. It now needs to be directed.

      On finance, there is much to do. At COP29 we set the Baku Finance Goal to scale up support for the developing world to $1.3 trillion per year by 2035. This was no small ask.

        We are trying to intervene in the normal functioning of the world economy and channel the forces of global finance. Success will require great political will, sustained focus, and relentless action from all of us – the private sector, central banks, financial institutions, and everyone in between.

        But while the problems are easy to identify, the solutions are often missing. Efforts to reform the global financial system have been disjointed and the COP process needed a new framework to engage with actors outside our normal systems.

        More room for creativity outside negotiations

        In recognition of the need to try something new, countries mandated the Azerbaijani and Brazilian COP Presidencies to produce the Baku-to-Belém Roadmap to $1.3 trillion to set out the next steps. This was an innovative format, outside the negotiations and therefore given a free hand to be more creative.

        We opened the process to everyone. And while we promised that we would not be prescriptive, we were clear that we would be fearless at providing an honest look at a wide range of options.

        Countries have warmly welcomed the approach, and we were pleased to see the Roadmap recognised in COP30’s Global Mutirão decision. In Belém, they told us that while they don’t necessarily agree with every line, they still see the value of the exercise and want to build on it. This is a radical change from the normal process where we argue over every word and comma of each formal text.

        Practical next steps

        The Roadmap can act as a focal point and a coherent reference framework that incorporates existing initiatives. It identifies key action fronts and thematic priorities. And it concludes with practical short-term steps to guide early implementation.

        Many of these were designed to address the problems that COP presidencies have seen firsthand – lack of consistent data and reporting, uncertainty about forward projections, silos and a lack of continuity and interoperability between different processes.

        But we must acknowledge that this exercise has made some feel uneasy. They have feared that by broadening our focus, we are providing cover for governments not to fulfill their traditional responsibilities. And it is unacceptable that we have indeed seen cases of donors cutting funds and expecting the private sector to fill the gap.

        Donors must deliver in full

        So as we set out the Roadmap for all to follow, we have a duty to be unequivocal with governments. The COP29 negotiations to agree on the historic target for $300 billion per year in public funds by 2035 were hard. Now, there can be no excuses. We asked vulnerable communities to accept the limits of how much support they could expect. In equal measure, we insist that donors deliver in full, with developed countries taking the lead.

        COP30 fails to land deal on fossil fuel transition but triples finance for climate adaptation

        Too often, when we set a target for everyone, no one steps up, as collective responsibility undermines individual accountability. That must change. And in the Roadmap we have asked developed countries to work together on a delivery plan that explains how they will meet the $300 billion per year climate finance goal.

        Innovative approaches needed

        Late-stage multilateralism demands that we are ready to innovate with our processes. They did well to get us this far and they need to be preserved. But we also need to think outside the box on how we deliver the aims and objectives that we have set ourselves.

        COP30 showed that there is an appetite for new approaches and new ideas. The Baku-to-Belém Roadmap could be a template for one such evolution of the COP process.

        Now we need other ideas, more creativity and real-world action to show that this template can work. The COP29 Presidency will continue to work with everyone to find new solutions, scale promising initiatives and deliver on the promises we have all made.

        The post From Baku to Belém and beyond: How we turn a climate finance roadmap into reality appeared first on Climate Home News.

        From Baku to Belém and beyond: How we turn a climate finance roadmap into reality

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        Climate Change

        Bittersweet

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        I write with a bittersweet announcement. I am moving on from Climate Generation at the end of December. It has been an honor to share my thoughts with you each month here.

        For 19 years, Climate Generation has been supporting educators, young people and communities to build climate change literacy and ignite action to arrive at a just and abundant world beyond the climate crisis. This critical and powerful work is essential and will continue with the current team and new leadership.

        My time with Climate Generation has been an amazing three years. I have appreciated each of you and the solidarity we built to continue the work despite unprecedented threats from the federal administration, entrenched climate change denialism and the erasure of critical resources. Climate Generation has persevered in spite of those challenges, filling a critical need in the climate justice movement. I am so proud of the work we have accomplished together in this time. Some of the highlights include:

        • Increasing the quality and impact of YEA! (Youth Environmental Activists!) programming with adoption of the Youth Program Quality Assessment tool and experiential learning frameworks.
        • Retooling our Window into COP program by leveraging relationships to send locally based, intergenerational, and mostly BIPOC delegations to the COPs (Conference of the Parties, also known as the United Nations Climate Talks)
        • Launching the Schools As Solutions Fellowship to support educators in becoming climate justice changemakers.
        • Adding two youth seats to our Board of Directors.
        • Helping to pass groundbreaking legislation, including the 100% Clean Energy bill, the Cumulative Impacts Bill (protecting environmental justice communities), and Ethnic Studies (bringing the experiences of ALL Minnesotans, especially those that have been marginalized, into our curriculum).

        Climate Generation has put together a Transition Committee with board and staff representation and is working with Mighty Consulting to bring in an Interim Executive Director. I deeply trust this leadership team and am confident that they will chart the path to carry Climate Generation forward.

        I am excited about the work that Climate Generation will continue doing to ignite and sustain the ability of educators, youth, and community to take action on the systems perpetuating the climate crisis. Together we are building a movement.

        In solidarity,

        Susan Phillips

        Susan Phillips
        Executive Director

        The post Bittersweet appeared first on Climate Generation.

        https://climategen.org/blog/bittersweet/

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