HPI(SH:600011) Jing Ji Guan Cha Wang·2025-09-29 08:30Core Insights - The successful operation of the world's largest coal power carbon capture demonstration project at Huaneng Gansu Zhengning Power Plant marks a significant breakthrough in the industrial application of carbon capture, utilization, and storage (CCUS) technology in China [1][2] Group 1: Project Overview - The CCUS project has a carbon capture capacity of 1.5 million tons per year, equivalent to planting nearly 13 million trees [1] - The project achieves 100% domestic production of the entire technology chain from capture, compression to storage [1] Group 2: Technological Innovations - The project features three major technological breakthroughs: 1. A composite absorption tower design with a capture rate exceeding 90% and purity over 99%, significantly reducing energy consumption [1] 2. The introduction of a domestically developed eight-stage gear-type CO2 compressor, which reduces electricity consumption by 10 kWh per ton of CO2 and improves transportation efficiency by 10% [1] 3. The establishment of the deepest saline aquifer storage project in China, with a single well capable of storing 200,000 tons of CO2 annually, supported by a comprehensive monitoring system [1] Group 3: Industry Implications - The project creates a collaborative operational model of "coal power + carbon capture," allowing dynamic adjustment of the carbon capture system based on grid load, thus providing a demonstration case for traditional thermal power companies to explore low-carbon transformation while ensuring supply and efficiency [1] - The advancement of CCUS technology is expected to drive the development of emerging industrial chains such as carbon capture equipment manufacturing, carbon transportation services, and storage monitoring, providing new growth points for energy state-owned enterprises' green transformation [2]