Core Viewpoint - CIMC Anrui Technology announced a collaboration with Datang Hainan Company and the Danzhou Municipal Government to develop a green methanol full industry chain project in Danzhou, Hainan Province [1] Group 1: Project Details - The agreement involves the establishment of a near-field consumption demonstration project for green methanol with a designed capacity of 100,000 to 200,000 tons per year [1] - The collaboration aims to promote the industrialization of green methanol in Hainan, covering production, certification, trade, and refueling [1] - The project will also explore high-value utilization of biomass and supply chain construction [1] Group 2: Background Information - CIMC Green Energy's first large-scale biomass methanol project, with a capacity of 50,000 tons per year, commenced operations on December 16 in Zhanjiang, Guangdong [1] - A second phase project with an annual production capacity of 200,000 tons has signed an investment intention agreement with the local government this month [1]

| | 中集安瑞科 交易收益测算 | | | | | --- | --- | --- | --- | --- | | 日期 | 现金流入/流出 He SA | 交易类型 | 均价 (CNY) | 管注 | | 2025/7/10 | 5.721 | 建仓-买入 | | 现金流出/流出 含费用,下同 | | 2025/12/23 | 8.120 | 清世 | | 港股通T+2结算,现金流出额尚未获取;通过 成交价、汇率、费率等因素估算,非精确值 | | 年化收益率· | 114 7% | | | | 对于中集安瑞科，我是在7月初建立观察仓的，由于股价后面没有进一步下跌，因此没有加仓。假如持 有的量较多，这次有可能只会分批卖出一部分，而不是清仓。 当时建仓的主要理由如下： 来源：市场资讯 （来源：Charlie伴你投资） 声明：本文为个人思考记录，非投资建议 1、控股股东、管理层在增持股票，且控股股东的增持显得很急切和果断； 3、税前股息率略小于5%，不过红筹股税率较高，这一条勉强能接受，毕竟买这只股票是为了获取长期 资本收益，并非为了股息； 作为一只有一定成长潜力的股票，目前的价格可能并不算高，但格雷厄姆施洛斯 ...

Core Viewpoint - CIMC Enric (03899) has signed a memorandum of cooperation with its strategic partner, Datang Ocean Energy, and the Yangpu Economic Development Zone Management Committee to develop a green methanol full industry chain project in Hainan Province, China [1] Group 1: Partnership and Project Development - The collaboration aims to establish a green energy consumption project in the Yangpu Economic Development Zone, focusing on a green methanol demonstration project with a designed capacity of 100,000 to 200,000 tons per year [1] - The partnership will also promote the industrialization of green methanol in Hainan, covering production, certification, trade, and refueling, while exploring high-value utilization of biomass and supply chain construction [1] Group 2: Recent Achievements - CIMC Enric's first bio-methanol project in Zhanjiang, Guangdong, has officially commenced production, with an annual output of 5 tons, and a second phase project with an annual capacity of 200,000 tons has signed an investment intention agreement with the local government [1] - The company has established a comprehensive "raw material to refueling" solution for green methanol and has built the first "production-storage-transportation-usage" supply chain ecosystem in South China [1]

根据协议内容，在洋浦管委会的支持下，中集安瑞科将与大唐海南公司在儋州研究和落地新能源就近消 纳制绿色甲醇示范项目，设计产能10-20万吨/年;此外三方还将推动绿色甲醇在海南地区的产业化合作， 涵盖生产、认证、贸易和加注等多个环节，共同探索生物质的高价值利用及供应链建设。 此外，中集安瑞科本月广东湛江的全国首个生物甲醇项目正式投产，年产5吨，二期年产20万吨项目本 月已与当地政府完成投资意向协议的签约。公司拥有绿色甲醇"原料到加注"全链路解决方案，并已构建 了华南首个绿色甲醇"产-储-运-用"供应链生态。 智通财经APP获悉，中集安瑞科(03899)涨超3%，截至发稿，涨2.41%，报8.49港元，成交额611.17万港 元。 消息面上，12月22日，据中集安瑞科官微消息，近期中集安瑞科旗下中集绿能和战略合作伙伴大唐海洋 能源，在海南海上风电产业链大会上与儋州市政府洋浦经济开发区管理委员会(简称"洋浦管委会")签署 合作备忘录。三方拟围绕海南洋浦经济经济开发区绿色能源就近消纳项目，共同打造海南省儋州绿色甲 醇全产业链合作项目。 ...

Core Viewpoint - The collaboration between CIMC Enric, Datang Hainan, and the Yangpu Economic Development Zone aims to establish a green methanol full industry chain project in Danzhou, Hainan Province, focusing on renewable energy consumption and production [1][2]. Group 1: Project Details - CIMC Enric and Datang Hainan signed a memorandum with the Yangpu Management Committee to develop a green methanol demonstration project with a designed capacity of 100,000 to 200,000 tons per year [1]. - The project will encompass various aspects of green methanol, including production, certification, trade, and refueling, while exploring high-value utilization of biomass and supply chain construction [1]. Group 2: Company Developments - CIMC Enric's first bio-methanol project in Zhanjiang, Guangdong, has commenced production with an annual output of 50,000 tons, and a second phase project with a capacity of 200,000 tons has signed an investment intention agreement with local authorities [2]. - The company has established a comprehensive "raw material to refueling" solution for green methanol and has built the first "production-storage-transportation-application" supply chain ecosystem in South China [2]. - Following the collaboration with Datang Hainan, CIMC Enric's green methanol project footprint in South China will expand to Hainan, benefiting from the region's favorable renewable energy resources and free trade zone policies [2].

Core Viewpoint - CIMC Enric announced a collaboration with Datang Hainan Company and the Yangpu Economic Development Zone Management Committee to develop a green methanol demonstration project in Danzhou, Hainan [1] Group 1: Partnership and Collaboration - CIMC Enric's subsidiary, CIMC Green Energy, signed a memorandum of cooperation with Datang (Danzhou) Marine Energy Development Co., Ltd. [1] - The partnership aims to support the research and implementation of a green methanol project with a designed capacity of 100,000 to 200,000 tons per year [1] Group 2: Project Scope and Objectives - The collaboration will focus on the industrialization of green methanol in Hainan, covering production, certification, trade, and refueling [1] - The three parties will explore high-value utilization of biomass and supply chain construction [1]

在关键装备方面：公司拥有甲醇储罐、甲醇运输车等装备；核心工艺方面： 具备甲醇运输加注船建造能力，以及丰富的建造绿色氢氨醇项目经验和一体化解决方案能力；依托中集 安瑞科的先进清洁能源关键装备、核心工艺及综合服务解决方案，"装备+工艺+运营"一体化，关键核 心设备自主可控，中集安瑞科工程科技有限公司提供了高质量、迅速的总包工程建设。 机构：天风证券 研究员：张樨樨/厉泽昭 中集安瑞科宣布国内首个量产生物甲醇项目投产中集安瑞科宣布，12 月16 日，中集安瑞科国内首个量 产生物甲醇（绿色甲醇）项目在广东湛江投产。该项目是国内最早实现"生物质废弃物-绿色甲醇-航运 燃料"全链条闭环的规模化项目之一，项目首期年产5 万吨的绿色甲醇，是国内首个量产生物甲醇项 目，具有原料适应性强、操作弹性大、工艺过程集成度高、源头及过程降碳效果显著等优点，产品全生 命周期GHG减排率85%以上。 湛江绿色甲醇工厂11 月已经斩获ISCC EU 认证11 月初，湛江项目成功取得甲醇生产装置（Processing Unit, 又称PU 端）的ISCC EU 绿色认证证书。本次顺利取证意味着中集安瑞科的绿色甲醇产品完全符合 REDIII 法规 ...

Core Viewpoint - The launch of CIMC Enric's first large-scale bio-methanol project in Zhanjiang, Guangdong, marks a significant step in the clean fuel sector, providing a viable decarbonization solution for the global shipping industry [1][8]. Group 1: Project Overview - The project has an initial annual production capacity of 50,000 tons of green methanol, making it the first large-scale bio-methanol project in China [3][10]. - It features strong raw material adaptability, high operational flexibility, and significant carbon reduction effects throughout the process, achieving over 85% greenhouse gas (GHG) reduction across its lifecycle [3][10]. - The project has received EU ISCC EU certification for its entire supply chain, ensuring carbon traceability from raw materials to products [3][10]. Group 2: Technological and Environmental Impact - The project utilizes local agricultural and forestry waste, achieving breakthroughs in biomass gasification technology, thus creating a closed-loop industrial chain for high-value utilization of waste [3][10]. - It aligns with the International Maritime Organization's (IMO) goal of net-zero emissions for the shipping industry by 2050 and addresses EU carbon tariffs and renewable energy directives [3][10]. Group 3: Strategic Advantages - The project benefits from its proximity to Zhanjiang Port and the availability of abundant biomass resources, enabling it to serve major markets such as the Greater Bay Area and Singapore [4][11]. - CIMC Enric has established a comprehensive supply chain ecosystem for green methanol in South China, achieving a one-hour closed-loop for production, storage, and transportation [4][11]. Group 4: Future Outlook - CIMC Enric's president highlighted the project as a milestone for the company and the region, positioning South China as a new hub in the global green shipping industry [5][12]. - The company aims to provide green methanol fuel that meets the highest international shipping standards, contributing to the transformation of the clean fuel industry [5][12].

Group 1 - China Petroleum & Chemical Corporation (Sinopec) launched a special action to enhance the market value of its listed companies during an investor communication event held on December 16 [1] - The action aims to improve investment value and increase shareholder returns through three main aspects: enhancing governance efficiency, improving the return system, and optimizing capital layout [1][2] - The governance efficiency will focus on management enhancement, strategic development planning, capital operation, and talent development in the capital market [1] - The return system will emphasize quality information disclosure, investor relations management, and a stable cash dividend policy, along with share buybacks to enhance shareholder returns [1] - The capital layout optimization will involve mergers and acquisitions, equity financing, and adjustments to the industrial layout to enhance the overall market value of listed companies during the 14th Five-Year Plan period [1] Group 2 - The event included executives from nine listed companies under Sinopec, as well as representatives from state-owned securities regulatory agencies, central enterprises, and financial institutions [2] Group 3 - The U.S. stock market saw the Dow Jones Industrial Average and S&P 500 decline for three consecutive days, while large tech stocks mostly rose [3] - The Dow Jones fell by 302.3 points to close at 48,114.26, a decrease of 0.62%, and the S&P 500 dropped by 16.25 points to 6,800.26, a decline of 0.24% [3] - The Nasdaq Composite Index increased by 54.05 points to 23,111.46, a rise of 0.23%, with Tesla reaching a historic high [3] Group 4 - The European Union is preparing to propose easing emissions regulations for new cars, effectively abolishing the ban on internal combustion engines, allowing manufacturers to slow down the rollout of electric vehicles [4] - This move aligns the EU's policies more closely with the U.S., where former President Trump is rolling back automotive efficiency standards [4] - Ford has announced a $19.5 billion charge related to its electric vehicle business overhaul due to the profitability challenges faced by global automakers [4] Group 5 - The Ministry of Commerce of China announced that starting December 17, 2025, anti-dumping duties will be imposed on imported pork and pork products from the EU for a period of five years [5] - The anti-dumping duties will be calculated based on the customs-determined taxable price of the imported goods [5] Group 6 - China Energy Engineering Corporation announced that the first phase of the world's largest green hydrogen and ammonia integrated project, the Zhongnengjian Songyuan Hydrogen Energy Industrial Park, has officially commenced operations [6][7] Group 7 - Kangfeng Biotechnology received approval from the National Medical Products Administration for its anti-reflux system, enhancing the diversity of its product portfolio [8] Group 8 - Hansoh Pharmaceutical entered into a licensing agreement with Glenmark for the commercialization of Amivantamab, a treatment for non-small cell lung cancer [9] - The agreement includes upfront payments and potential milestone payments exceeding $1 billion, along with tiered royalties on net sales in the licensed regions [9] Group 9 - Shandong High Holding signed an EPC contract for a wind farm project in Guangxi, marking its active integration into the clean energy sector [10] Group 10 - MMG Australia Limited and Minmetals North-Europe signed a sales agreement for Rosebery concentrate, covering 100% of production for 2026 and 2027, with an expected annual output of approximately 6,000 dry metric tons [11] Group 11 - China General Nuclear Power Corporation announced the commencement of full construction for the Ningde Unit 6 nuclear reactor, marking a significant milestone in its development [12] Group 12 - Daqi Pharmaceutical received approval in Malaysia for its drug Selinexor to treat relapsed or refractory diffuse large B-cell lymphoma in adult patients [13] Group 13 - CIMC Enric's first large-scale biomass methanol project in Guangdong officially commenced production, with an expected annual capacity of 50,000 tons [14] - The project aims to achieve full operational capacity before the 2026 Spring Festival, contributing significantly to revenue [14][15] - The company is also exploring a second phase of the project, with plans for an annual output of 200,000 tons by 2027 [15]

Core Viewpoint - CIMC Enric (3899.HK) announced the launch of China's first large-scale bio-methanol (green methanol) project in Zhanjiang, Guangdong, on December 16, marking a significant step in the clean fuel sector and contributing to the decarbonization of the global shipping industry [2][3]. Group 1: Project Overview - The Zhanjiang project is one of the earliest large-scale projects in China to achieve a closed-loop system from biomass waste to green methanol to shipping fuel, with an initial annual production capacity of 50,000 tons [2]. - The project boasts strong raw material adaptability, operational flexibility, high process integration, and significant carbon reduction effects, achieving over 85% GHG emission reduction throughout its lifecycle [2][3]. Group 2: Strategic Importance - The project aligns with the International Maritime Organization's (IMO) goal of net-zero emissions for the shipping industry by 2050 and the EU's carbon tariff and renewable energy directives [3]. - Utilizing local agricultural and forestry waste, the project has achieved breakthroughs in biomass gasification technology, creating a closed-loop industrial chain for high-value utilization of resources [3]. Group 3: Supply Chain and Logistics - The project has established the first green methanol "production-storage-transportation-usage" supply chain ecosystem in South China, with a 30,000 m³ methanol storage tank and dedicated loading and unloading berths at Zhanjiang Port, enabling a one-hour closed-loop for production and transportation [4]. - The project is strategically positioned to serve the Greater Bay Area and major international ports like Singapore, significantly reducing the carbon footprint of methanol transportation [4]. Group 4: Industry Collaboration - The launch event was attended by representatives from several global green industry leaders, including major shipping companies like Maersk and CMA CGM, as well as chemical industry partners such as BASF [4].