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]

Fatma Thabet Chiboub在致辞中表示，该项目的正式投产是突尼斯能源转型进程中的重要里程碑， 不仅有助于提升国家能源安全水平，也为推动清洁、可持续能源发展奠定了坚实基础。 Hussain AlNowais表示，凯鲁万光伏电站是突尼斯在特许经营模式下首个投入商业运营的可再生能 源项目，也是首个并入225千伏高压电网的可再生能源设施。项目将持续为突尼斯提供清洁、可靠电 力，增强能源安全，体现了AMEA电力公司对突尼斯长期可再生能源发展的坚定承诺。 EPC团队是由中国能源建设集团天津电力建设有限公司与中国电力工程顾问集团西北电力设计院有 限公司组成的联营体负责设计、采购、施工、调试及运维工作。 人民网开罗12月17日电（记者黄培昭）12月16日，由中国能源建设集团承建的突尼斯凯鲁万100兆 瓦光伏电站在突尼斯中部凯鲁万省举行商业运营仪式，标志着该项目正式投入商业运行。 突尼斯国家工业、矿业和能源部部长 Fatma Thabet Chiboub，突尼斯国家电力天然气公司（STEG） 首席执行官 Faical Tarifa，凯鲁万省省长 Dhakar Bargaoui，突尼斯能源转型国务秘书 Ouael ...

Core Viewpoint - Shanghai Electric Group and China Energy Construction Group held discussions to enhance strategic alignment and resource integration in energy transition and overseas market expansion [1] Group 1: Strategic Cooperation - Both companies reached a consensus on deepening cooperation in new areas such as new power systems, smart grids, new energy storage systems, and integrated wind-solar-hydrogen solutions [1] - The discussions included promoting national major special technology breakthroughs and strengthening supply chain cooperation [1] Group 2: International Market Development - The companies expressed intentions to leverage their strengths in equipment manufacturing and engineering contracting to collaboratively enhance their international market share [1] - They aim to create more national-level quality demonstration projects to contribute to the establishment of a clean, low-carbon, safe, and efficient new energy system in China [1]

Core Insights - The China Energy Construction Group has officially launched the first phase of the Songyuan Hydrogen Energy Industrial Park, which is the largest integrated green hydrogen and ammonia project globally [1][2] - The project has signed the world's first contract for green ammonia as a marine fuel, marking a significant milestone in the industry [1] Project Overview - The Songyuan project commenced construction in September 2023, located in Songyuan City, Jilin Province, with a planned capacity of 3 million kilowatts of renewable energy generation, 800,000 tons of green synthetic ammonia, and green methanol [2] - The first phase includes 800,000 kilowatts of renewable energy generation, capable of producing 45,000 tons of green hydrogen and 200,000 tons of green ammonia and methanol annually, which equates to saving approximately 600,000 tons of standard coal and reducing carbon dioxide emissions by 740,000 tons each year [2] Technological Innovations - The project utilizes direct supply of green electricity from wind and solar power to the chemical park, employing water electrolysis to produce green hydrogen [2] - It combines green hydrogen with nitrogen or carbon dioxide through a multi-stable flexible chemical process to synthesize green ammonia or green methanol [2] - The project has achieved several world records, including the largest scale of hydrogen-ammonia-methanol integrated production, maximum hydrogen storage capacity, and the largest alkaline electrolysis hydrogen production equipment [2]

海事服务网CNSS获悉，12月16日，比利时海事巨头CMB.TECH宣布了两项关键战略合作。一方面与中国能源建设股份有限公司（简称"中国能建"）签订 了全球首单绿氨远洋航运燃料销售合同，另一方面战略入股了中国氨供应链企业江苏安德福能源科技有限公司。这些举措被视为该公司为其即将投入运营 的氨动力船队构建燃料供应体系的重要布局。 在核心投资与合作方面，CMB.TECH签署了从中国能建采购绿色氨的长期协议。12月16日，中国能建位于吉林松原的氢能产业园（绿色氢氨醇一体化） 项目一期正式投产。据中国能建发布的公告显示，该项目规划建设80万千瓦新能源发电系统，包括75万千瓦风电和5万千瓦光伏，实现了绿电直接耦合制 氢制氨的柔性生产。 投产后，每年可生产4.5万吨绿氢、20万吨绿氨和绿色甲醇，预计每年可节约标准煤约60万吨，减少二氧化碳排放74万吨。据《吉林日报》报道，投产即 获得国际权威机构颁发的ISCC EU欧盟绿色认证证书，并签订了全球首单绿氨远洋航运燃料销售合同，开创了全球首个绿色氢氨醇一体化项目认证新模 式，为我国氢能产业从示范探索迈向规模化商业应用增添了强劲动力。 图源：中国能源建设股份有限公司 与此同时，C ...

Core Viewpoint - The world's largest integrated green hydrogen and ammonia project, the Zhongnengjian Songyuan Hydrogen Energy Industrial Park, has officially commenced production in Songyuan City, Jilin Province, with a planned capacity of 3 million kilowatts of renewable energy generation and 800,000 tons of green synthetic ammonia and green methanol [1]. Group 1: Project Overview - The project integrates multiple processes including wind and solar power generation, water electrolysis for hydrogen production, and the synthesis of green ammonia and green methanol [1]. - The project is part of China's 14th Five-Year Plan, which emphasizes the high-quality development of renewable energy and aims to expand the utilization of non-electric applications [1]. Group 2: Market Insights - According to Changjiang Securities, there is significant investment value in the green hydrogen and ammonia industry chain, particularly in applications across chemical, transportation, and metallurgy sectors [1]. - As of December 17, 2023, there are 17 concept stocks in the A-share market related to green hydrogen and ammonia, with a total market capitalization of 281.51 billion yuan [1]. - Six of these concept stocks have seen an increase of over 50% this year, including Fuzhijie Technology, Huaguang Huaneng, Goldwind Technology, Xizi Clean Energy, Kaishan Shares, and Xinjindongli [1].

Core Viewpoint - The world's largest integrated green hydrogen and ammonia project, the China Energy Construction Songyuan Hydrogen Energy Industrial Park, has officially commenced production in Songyuan City, Jilin Province [1] Group 1: Project Overview - The project is planned to be constructed in phases, with a total capacity of 3 million kilowatts of renewable energy generation, 800,000 tons of green synthetic ammonia, and green methanol [1] - The first phase of the project includes the construction of 800,000 kilowatts of renewable energy generation, comprising 750,000 kilowatts of wind power and 50,000 kilowatts of solar power [1] Group 2: Production Capacity and Environmental Impact - Upon completion of the first phase, the project is expected to produce 45,000 tons of green hydrogen, 200,000 tons of green ammonia, and green methanol annually [1] - The project is projected to reduce crude oil consumption by 460,000 tons and achieve a carbon reduction of 300,000 tons per year [1]

Group 1 - Dongjie Intelligent is planning a major asset restructuring and will suspend trading from December 17, 2025, as it aims to acquire controlling stakes in Aobo (Beijing) Intelligent Technology Co., Ltd. through a share issuance and cash payment [2] - Jiamei Packaging's controlling shareholder is set to change to Zhuyue Hongzhi, with trading resuming on December 17, 2025, after signing a share transfer agreement involving 279 million shares, representing 29.9% of the total share capital, at a price of 4.45 yuan per share, totaling 1.243 billion yuan [3][4] - After the completion of the equity change, the controlling shareholder will be Zhuyue Hongzhi, and the actual controller will be Yu Hao [5] Group 2 - Several companies, including Shanghai Port Group, have undergone leadership changes, with new appointments made for board chairman positions [7][8] - Dongfang Zhizao is planning to transfer approximately 14.33% of its shares, which may lead to a change in control, and its stock has been suspended since December 15, 2025 [10] - Zhonghang Chengfei is planning to invest approximately 422 million yuan in a space equipment assembly base project, which is crucial for the production of aerospace equipment [11] Group 3 - Zhongke Electric is set to invest approximately 7 billion yuan in a lithium-ion battery anode material project in Sichuan, with the first phase aiming for an annual production capacity of 200,000 tons [12] - Woler Nuclear Materials plans to invest up to 1.5 billion yuan in expanding its production base in Guangdong and Vietnam, focusing on new facilities and equipment [13] - China General Nuclear Power has commenced construction on the Ningde Unit 6, utilizing the Hualong One nuclear technology with a capacity of 1210 MW [14] Group 4 - The company Jiayuan Technology has received a notice of lifting the investigation order against its chairman, indicating normal operations [17] - Huayou Cobalt has signed a binding memorandum with a well-known international client for the supply of 79,600 tons of ternary precursor products, which is expected to positively impact future performance [17] - Tianfulong plans to increase its investment in its wholly-owned subsidiary by 580 million yuan to enhance its capital structure [18]

公司方面，据上证报表示， 公司方面，金风科技：加速布局绿色甲醇业务，内蒙古兴安盟项目一期已完成工艺验证。 据上证报报道，12月16日，从中国能建获悉，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)项目一期在吉林省松原市正式投产。项目规划分期建设300万千瓦新能源发电， 80万吨绿色合成氨和绿色甲醇。项目一期投产后，建设80万千瓦新能源发电(含75万千瓦风电，5万千瓦 光伏)，可年产4.5万吨绿氢，20万吨绿氨和绿色甲醇，相当于减少46万吨原油消耗，年减碳量达30万 吨。 广发证券认为，在政策与技术驱动下，绿氨与绿色甲醇工业应用前景广阔。绿氨作为基础化工原料，正 拓展燃料属性。此外，双碳政策助力绿氨燃料发展，产量和需求有望得到大幅增长。2050年，国内绿氨 占比有望超70%，绿电成本下降将推动其经济性提升。随着绿电成本下降，未来绿色甲醇有望成为脱碳 重要选择。 运达股份：已规划多个风光氢储氨一体化项目，总产能涵盖绿氢和绿氨。 *免责声明：文章内容仅供参考，不构成投资建议 *风险提示：股市有风险，入市需谨慎 ...

总投资近300亿元的"青氢一号"松原项目，创新性采用"风光氢氨醇一体化"模式，构建起涵盖制氢、储 氢、氢基化工、氢能装备和科技研发全产业链条。项目规划建设300万千瓦风电、光伏等新能源发电装 置，配套年产80万吨绿色合成氨和绿色甲醇装置。其中，一期项目建设80万千瓦新能源发电装置，形成 年产20万吨绿色合成氨和绿色甲醇的产能规模。 （央视财经《正点财经》）今天（16日），记者从中国能建获悉，全球规模最大的绿色氢氨醇一体化项 目—— "青氢一号"松原项目一期工程在吉林松原正式投产。该项目一期工程每年生产的绿氢量，相当 于当前我国绿氢年产量的约五分之一。 松原项目于2023年9月开工，一期项目投产后，每年可生产4.5万吨绿氢、20万吨绿氨和绿色甲醇，相当 于节约标准煤约60万吨，年减碳量达140万吨。 转载请注明央视财经 编辑：令文芳 中国能源建设集团有限公司董事长 倪真：我们成功破解了新能源波动与化工稳定生产之间难以耦合的 世界级难题，为全国规模化消纳新能源、推进绿色氢基化工发展开辟了切实可行的新路径。 ...