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中国能建(601868.SH):公司开展了钍基熔盐堆常规岛关键技术研究
Ge Long Hui· 2025-12-18 07:37
格隆汇12月18日丨中国能建(601868.SH)在投资者互动平台表示,公司涉及钍基熔盐堆等第四代核技 术。公司开展了钍基熔盐堆常规岛关键技术研究,形成了常规岛技术方案,并承担了小型模块化钍基熔 盐堆研究设施项目可行性研究。 ...
中国能建(601868.SH):公司连续四年通过“揭榜挂帅”形式开展可控核聚变技术研究
Ge Long Hui· 2025-12-18 07:37
Core Viewpoint - The company has been conducting research on controllable nuclear fusion technology for four consecutive years through the "ranking and commanding" approach, focusing on various aspects of nuclear fusion power generation and engineering applications [1] Group 1: Research and Development - The company is engaged in the conceptual design research of conventional islands for thermonuclear fusion power generation [1] - Key technology research for the construction of China's fusion engineering test reactor is underway [1] - The company is also involved in the preliminary technology research for the design of fusion power plants [1] Group 2: Strategic Planning - The company has a forward-looking planning layout for the design and equipment research of power systems, energy storage systems, and power generation systems for controllable nuclear fusion test reactors and demonstration reactors [1] - The company actively promotes the engineering application of controllable nuclear fusion [1] Group 3: Collaboration and Partnerships - The company adheres to an open cooperation philosophy, maintaining extensive collaboration with outstanding enterprises across various fields [1] - The aim is to leverage complementary advantages to jointly promote the implementation of projects [1]
智通港股早知道 | 欧盟拟放宽内燃机禁令 道指、标普连跌三日
智通财经网· 2025-12-16 23:51
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]
港股公告掘金 | HASHKEY HLDGS明日上市 香港公开发售获393.71倍认购
Zhi Tong Cai Jing· 2025-12-16 15:12
【重大事项】 HASHKEY HLDGS(03887)香港公开发售获393.71倍认购 每股发售价6.68港元 【回购增减持】 腾讯控股(00700)12月16日耗资约6.36亿港元回购106.7万股 小米集团-W(01810)12月16日斥资2.94亿港元回购720万股 快手-W(01024)12月16日斥资1.16亿港元回购182.31万股 吉利汽车(00175)12月16日斥资5054.44万港元回购29.99万股 碧桂园服务(06098)12月16日耗资约3127.38万港元回购500万股 中远海控(01919)12月16日斥资4031.69万港元回购300万股 歌礼制药-B(01672)将股份购回资金由最多3亿港元增至最多5亿港元 红星美凯龙(01528)股东淘宝控股及新零售基金合计减持公司4164.66万股H股 金风科技(02208)股东和谐健康累计减持约3594.99万股股份 世纪联合控股(01959)控股权易主 获折让约66.78%提全购要约 12月17日复牌 【财报数据】 中国太保(02601):太平洋人寿保险前11个月原保险保费收入为2503.22亿元 同比增长9.4% 中煤能源(0189 ...
港股公告精选|中煤能源11月煤炭销量同比降约15% 中国太保年内原保费收入近4400亿元
Xin Lang Cai Jing· 2025-12-16 12:32
中国能源建设(03996.HK):投资建设的中能建松原氢能产业园(绿色氢氨醇一体化)项目一期工程正式投产运行。 中煤能源(01898.HK):前11月商品煤销量为约2.34亿吨,同比减少8.7%。11月煤销量为2174万吨,同比减少15.7%。 中国太保(02601.HK):前11月,太平洋人寿累计原保险保费收入为人民币2503.22亿元,同比增长9.4%,太平洋财险累计原保险保费收入为人民币1876.82亿 元,同比增长0.3%。 中国铁建(01186.HK):拟发行不超过40亿元可续期公司债券。 智通财经12月16日讯(编辑 冯轶)智通财经为您带来今日港股重要公告 2)回购动态 1)公司要闻 翰森制药(03692.HK):与GLENMARK就阿美替尼订立许可协议。 公告称,根据协议将获得首付款和后续可能累计超过十亿美元的监管和商业里程碑付款,以及授权区域内净销售额的分级特许权使用费。 越秀地产(00123.HK):获授5亿港元的定期贷款融资。 腾讯控股(00700.HK):斥资约6.36亿港元回购106.7万股,回购价592.5-602.5港元。 小米集团-W(01810.HK):斥资2.94亿港元回购7 ...
中国能建安徽电建二公司接连中标黔晋两大煤电主体工程
Xin Hua Cai Jing· 2025-12-16 11:39
贵州金元金沙柳塘2×660MW煤电项目位于金沙县柳塘镇前胜村,建设2台660MW超超临界"W"型火焰炉燃煤机组。安徽电建二公司承担#2机组范围内的所 有建筑及安装工程施工。作为国家电投"推动煤电产业转型升级""落实风光火储多能互补"战略的核心工程,该项目建成后,将推动构建"煤电+新能源"协同 发展的新型能源体系,全面提升区域电力供应的稳定性与抗风险能力,并带动上下游产业链投资超百亿元,创造就业岗位千余个,助力贵州建设全国新型综 合能源基地,促进区域经济社会高质量发展。 & g . 944 6 4 % ....... I 17 16 近日,中国能建安徽电建二公司接连中标国家电投贵州金元金沙柳塘2×660MW煤电项目2号机组、晋控电力同华轩岗二期2×660MW工程3号机组建筑安装工 程。 晋控电力同华轩岗二期2×660MW工程项目,位于山西省忻州市原平市轩岗镇,新建2台660MW超超临界燃煤空冷发电机组,配套建设脱硫、脱硝、除尘设 施。安徽电建二公司承担#3机组范围内的所有建筑及安装工程施工。该项目建成后,将以煤电联营模式,有效提升区域电力供应保障能力,进一步优化山西 电源结构,促进华北地区电力供需平衡,同时带动 ...
应用场景不断拓宽 志特新材与中国能建西南区域总部签署战略合作框架协议
Zheng Quan Ri Bao Wang· 2025-12-16 11:28
Core Viewpoint - The strategic cooperation between Zhite New Materials and China Energy Construction aims to leverage their respective strengths in technology, market, and resources to enhance collaboration in major national projects, green low-carbon transformation, and international business expansion [1] Group 1: Strategic Cooperation - The partnership will focus on integrating advantages in technology, market, and resources for comprehensive collaboration [1] - Both companies will deepen cooperation in industrial layout, green prefabricated buildings, and international projects, establishing a regular communication mechanism to implement specific projects [2] Group 2: Industry Positioning - Zhite New Materials is a leading enterprise in the green new-type building formwork industry, focusing on a diversified strategy to maintain its market leadership in aluminum formwork while developing prefabricated and modular building products [2] - The company aims to create a standardized and rapidly replicable technical system and solutions, particularly in modular construction, which significantly shortens construction cycles and reduces on-site pollution [2] Group 3: Market Opportunities - The trend of technological upgrades in the formwork industry opens up diverse development opportunities, promoting the integration of formwork technology with prefabricated structural design and modular lifting processes [3] - Companies are shifting from standardized product production to customized solution development to meet various construction needs, while also expanding into new fields such as bridges, tunnels, and rail transit [3] Group 4: International Expansion - Facing intensified domestic competition, international expansion has become a key growth strategy for many enterprises, with leading companies establishing overseas production bases and participating in international technical exchanges [4] - Zhite New Materials focuses on "product deepening + regional expansion" in its overseas business, with Southeast Asia as a core market and plans to penetrate emerging markets in the region [4] - The company aims to balance standardized frameworks with localized execution to ensure efficient and consistent overseas expansion [4][5] Group 5: Adaptation Strategies - The company adapts its marketing strategies, channel cooperation, and compliance operations to local market cultures and regulations, transforming general models into specific execution plans for effective overseas business development [5] - The domestic aluminum formwork industry is undergoing deep adjustments, with leading companies consolidating competitive advantages through diversified layouts and strategic shifts [5]
中国能源建设投资建设的中能建松原氢能产业园(绿色氢氨醇一体化)项目一期工程正式投产运行
Zhi Tong Cai Jing· 2025-12-16 11:20
中国能源建设(03996)公布,2025年12月16日,公司投资建设的全球最大规模绿色氢氨醇一体化项目 ——中能建松原氢能产业园(绿色氢氨醇一体化)项目一期工程(以下简称松原项目一期或本项目)正式投 产运行。 松原项目一期工程于2023年9月开工建设,总投资69.46亿元,建设内容包括80万千瓦新能源发电(其中 风电75万千瓦、光伏5万千瓦),2025年12月1日项目建成并首次成功生产绿氢,2025年12月16日正式投 产运行。 本项目采用"风光直供+储能调峰+高效电解制氢系统+动态氨合成一体化"创新技术路线,成功破解了新 能源波动与化工稳定生产之间动态耦合的世界级难题。项目创造了规模最大、储氢量最大、最宽负荷柔 性工艺和最大规模碱性电解制氢设备"四项世界纪录",开创风光储氢氨醇匹配优化技术、100%绿电直 供技术、绿色柔性制氢氨醇技术、规模化风光储氢氨醇一体化调控技术"四项国际领先技术"。项目实现 关键核心装备100%国产化,填补了我国绿电直连耦合氢氨醇柔性生产空白,形成专利、专有技术、标 准规范共计百余项。 本项目投产后,可实现年产4.5万吨绿氢以及20万吨绿氨和绿色甲醇的产能,相当于每年节约标准煤约 6 ...
中国能源建设(03996.HK):吉林松原氢能产业园(绿色氢氨醇一体化)项目一期工程投产
Ge Long Hui· 2025-12-16 11:12
Core Viewpoint - The successful commissioning of the Songyuan Hydrogen Energy Industrial Park project marks a significant milestone for the company in its strategic transformation towards becoming an integrated energy solution provider, aligning with national carbon neutrality goals [1][2] Group 1: Project Overview - The Songyuan project, which is the world's largest integrated green hydrogen and ammonia project, officially commenced operations on December 16, 2025, after starting construction in September 2023 [1] - The total investment for the project is 6.946 billion yuan, which includes the construction of 800,000 kilowatts of renewable energy generation capacity, comprising 750,000 kilowatts from wind power and 50,000 kilowatts from solar power [1] Group 2: Strategic Importance - The project is a key achievement in the company's efforts to implement the national "dual carbon" strategy and support the comprehensive revitalization of Northeast China [1] - The successful production of green hydrogen at competitive costs opens viable pathways for the large-scale and commercial application of green hydrogen-based energy [1] - The hydrogen energy industry is a strategic core business and growth driver for the company during the 14th and 15th Five-Year Plans, reinforcing its technological leadership and market position in the hydrogen energy value chain [2]
中国能源建设(03996)投资建设的中能建松原氢能产业园(绿色氢氨醇一体化)项目一期工程正式投产运行
智通财经网· 2025-12-16 11:11
Core Viewpoint - The project represents a significant advancement in green hydrogen and ammonia production, with the largest scale and innovative technology in the industry [1][2] Group 1: Project Overview - The project, known as the Songyuan Hydrogen Energy Industrial Park, officially commenced operations on December 16, 2025, after starting construction in September 2023 with a total investment of 6.946 billion yuan [1] - The first phase of the project includes 800,000 kilowatts of renewable energy generation, comprising 750,000 kilowatts from wind and 50,000 kilowatts from solar [1] Group 2: Technological Innovations - The project employs an innovative technology route that integrates wind and solar power supply, energy storage, efficient hydrogen production systems, and dynamic ammonia synthesis [1] - It has set four world records: largest scale, maximum hydrogen storage capacity, widest load flexibility process, and largest alkaline electrolysis hydrogen production equipment [1] - The project has achieved 100% localization of key core equipment, filling a gap in flexible production of hydrogen and ammonia directly connected to green electricity in China [1] Group 3: Production Capacity and Environmental Impact - Upon completion, the project will have an annual production capacity of 45,000 tons of green hydrogen and 200,000 tons of green ammonia and green methanol, saving approximately 600,000 tons of standard coal and reducing carbon dioxide emissions by 740,000 tons annually [2] - The project facilitates local consumption of green electricity and high-value conversion [2] Group 4: Certifications and Recognition - The project has received the ISCC EU green certification, enabling access to the international green energy market, with products already entering the global green ammonia maritime fuel market [2] - It has been recognized as a national-level demonstration project in multiple categories, including green low-carbon advanced technology and hydrogen energy project pilot [2]