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三峡集团 “制储运加”绿氢项目完成调试
Ke Ji Ri Bao· 2025-12-09 02:24
在储运环节,氢气密度低、储运难、成本高是业界痛点。该项目着眼于大规模、长距离的储运需求,应 用了多压力等级储氢体系,并开展相关膨胀机研制,同步建设可满足7日储存需求的低温液氢罐,探索 出高压气氢与液氢协同储运的技术路径。 在加注与应用环节,项目充分考虑我国北方地区严寒、中海拔环境特点,构建了适应零下30摄氏度低温 工况的加氢测试平台,验证了加注系统在极端条件下的运行可靠性。系统实现"启—运—停"全过程自动 化控制,可稳定支持35兆帕与70兆帕两种主流压力等级加氢站的试验需求。此外,项目配套建设的200 千瓦/120小时氢燃料电池热电联供储能系统,验证了绿氢作为零碳能源的应用潜力。 据介绍,依托该基地,三峡集团科学技术研究院已获批多个国家级示范项目,为加快构建新型电力系统 提供重要技术支撑和实践经验。 该项目由三峡集团科学技术研究院牵头研发,聚焦"制氢、储氢、运输、加注"四大核心领域技术攻关, 完整覆盖电解水制氢、多元储运、氢燃料电池发电、氢气加注等关键环节,旨在构建"绿电制氢—多元 储运—多场景应用"的全流程闭环,打造一片聚焦技术验证与模式创新的绿氢"试验田",为我国氢能产 业高质量发展注入强劲动力。 氢能作 ...
三峡能源:阜阳海钠科技有限责任公司1GWh级钠离子电池生产线达到设计生产能力
Mei Ri Jing Ji Xin Wen· 2025-12-08 16:30
每经AI快讯,有投资者在投资者互动平台提问:贵公司有新能源电池公司吗? 三峡能源(600905.SH)12月8日在投资者互动平台表示,尊敬的投资者,您好。2022年1月,公司控股 子公司与北京中科海钠科技有限责任公司成立合资公司阜阳海钠科技有限责任公司,建成投产1GWh级 钠离子电池生产线,目前产线达到设计生产能力。 (文章来源:每日经济新闻) ...
三峡能源:公司是金风科技第三大股东

Zheng Quan Ri Bao Wang· 2025-12-08 12:13
证券日报网讯12月8日,三峡能源(600905)在互动平台回答投资者提问时表示,截至今年9月末,公司 持有金风科技(002202)股份有限公司38690.97万股股份,占比9.16%,是金风科技第三大股东。 ...
三峡能源:公司通过控股子公司投资株洲中车时代半导体股份有限公司
Zheng Quan Ri Bao· 2025-12-08 12:13
证券日报网讯 12月8日,三峡能源在互动平台回答投资者提问时表示,公司通过控股子公司投资株洲中 车时代半导体股份有限公司,目前持股比例为0.88%。 (文章来源:证券日报) ...
三峡能源:目前1GWh级钠离子电池生产线达到设计生产能力
Zheng Quan Ri Bao· 2025-12-08 12:11
证券日报网讯 12月8日,三峡能源在互动平台回答投资者提问时表示,2022年1月,公司控股子公司与 北京中科海钠科技有限责任公司成立合资公司阜阳海钠科技有限责任公司,建成投产1GWh级钠离子电 池生产线,目前产线达到设计生产能力。 (文章来源:证券日报) ...
申万公用环保周报(25/11/29~25/12/05):机制电价省间差异大欧亚气价持续下探-20251208
Shenwan Hongyuan Securities· 2025-12-08 12:00
Investment Rating - The report provides a positive investment outlook for various sectors within the energy industry, particularly highlighting opportunities in hydropower, thermal power, nuclear power, green energy, and gas companies [11][13]. Core Insights - The mechanism electricity pricing results across multiple regions are approaching their upper limits, indicating strong demand and government support for renewable energy projects [4][7]. - Natural gas prices in Europe are declining, while U.S. gas prices have reached a new high for 2023, driven by increased heating demand due to cold weather [13][20]. - The report emphasizes the importance of operational efficiency in renewable energy projects, as profitability varies significantly across different regions [10][11]. Summary by Sections 1. Electricity Pricing - Recent mechanism electricity pricing results show that several regions, including Hebei and Ningxia, have prices close to the upper limits, reflecting strong demand and sufficient mechanism electricity indicators [4][8]. - The competitive pricing results indicate a disparity based on local consumption capacity and policy direction, with some provinces achieving significantly lower prices due to weaker demand [9][10]. 2. Natural Gas Market - U.S. Henry Hub spot prices reached $5.19/mmBtu, marking a 12.91% increase week-on-week, while European gas prices, such as the TTF, have seen a decline [13][20]. - The report notes a 1.3% year-on-year decrease in China's natural gas consumption in October, with expectations for growth in the upcoming winter months due to heating demand [30][32]. 3. Investment Recommendations - Hydropower: Favorable conditions for winter and spring generation, with recommendations for companies like Yangtze Power and Guodian Power [11]. - Thermal Power: Companies with diversified income sources are recommended, including Guodian Power and Inner Mongolia Huadian [11]. - Nuclear Power: Continued growth expected with new approvals, suggesting a focus on China Nuclear Power and China General Nuclear Power [11]. - Green Energy: Increased stability in project returns with recommendations for companies like Xintian Green Energy and Longyuan Power [11]. - Gas Companies: Recommendations include Kunlun Energy and New Hope Energy, benefiting from cost reductions and improved profitability [32].
申万公用环保周报:机制电价省间差异大,欧亚气价持续下探-20251208
Shenwan Hongyuan Securities· 2025-12-08 10:15
Investment Rating - The report maintains a positive outlook on the public utility and environmental sectors, particularly in electricity and natural gas [3][4]. Core Insights - The report highlights significant regional differences in mechanism electricity pricing, with recent auction results approaching upper limits across multiple provinces, indicating strong demand and government support for renewable energy projects [4][10]. - Natural gas prices in Europe continue to decline, while U.S. prices have reached a new high for 2023, driven by increased heating demand due to cold weather [14][21]. - The report emphasizes the importance of refined operational strategies for power stations, as profitability varies significantly across regions and projects [11][12]. Summary by Sections 1. Electricity - Recent mechanism electricity auction results show prices close to upper limits in regions like Hebei and Ningxia, with significant volumes of wind and solar energy being auctioned [8][9]. - The report notes that the differences in mechanism electricity pricing reflect local consumption capabilities and policy directions [10][11]. 2. Natural Gas - U.S. Henry Hub spot prices reached $5.19/mmBtu, a 12.91% increase week-on-week, while European gas prices, such as TTF and NBP, have seen declines of 5.57% and 9.96% respectively [14][15]. - The report indicates a 1.3% year-on-year decline in China's apparent natural gas consumption in October, with expectations for growth in Q4 due to seasonal heating demands [31][33]. 3. Investment Recommendations - Recommendations include investing in hydropower companies like Yangtze Power and Guodian Power, as well as coal-fired power companies such as Guodian Power and Inner Mongolia Huadian [12]. - For natural gas, the report suggests focusing on integrated companies like Kunlun Energy and New Hope Energy, which are expected to benefit from cost reductions and improved profitability [33][34].
三峡能源(600905.SH):本公司从未发布“蔚蓝先锋”平台
Ge Long Hui· 2025-12-08 08:37
(原标题:三峡能源(600905.SH):本公司从未发布"蔚蓝先锋"平台) 格隆汇12月8日丨三峡能源(600905.SH)在投资者互动平台表示,本公司从未发布"蔚蓝先锋"平台。 ...
三峡能源:本公司从未发布“蔚蓝先锋”平台
Ge Long Hui· 2025-12-08 08:28
格隆汇12月8日丨三峡能源(600905.SH)在投资者互动平台表示,本公司从未发布"蔚蓝先锋"平台。 ...
三峡能源(600905.SH):未持有宇树科技股份
Ge Long Hui· 2025-12-08 07:36
格隆汇12月8日丨三峡能源(600905.SH)在互动平台表示,公司未持有宇树科技股份。 ...