兆新股份抢占低浓度瓦斯利用赛道

Core Viewpoint - Zhaoxin Co., Ltd. has signed a strategic cooperation agreement with Zhejiang Yiyang Energy Technology Co., Ltd. to establish a joint venture focusing on the utilization of low-concentration coal mine gas, waste heat utilization, and carbon asset development, aligning with national energy policies [1][2] Group 1: Policy Alignment - The recent national energy policy emphasizes the transformation of low-concentration gas from waste emissions to energy resources, promoting a diversified energy supply system [1] - The policy encourages the integration of multiple energy sources, such as gas, photovoltaics, and energy storage, to enhance energy supply stability and resilience [1] - Low-concentration coal mine gas with a concentration of less than 8% is included in the CCER trading system, improving the market value mechanism [1] Group 2: Business Strategy - Zhaoxin's entry into low-concentration gas utilization aligns with the latest industrial policies and the "14th Five-Year Plan" for energy strategy, aiming to create a synergistic development model of resource recovery, new energy production, and carbon asset development [1][2] - The company will leverage Yiyang Energy's advanced heat storage oxidation technology for efficient and harmless treatment of low-concentration gas, converting waste into stable green energy supply [2] - The project will utilize a digital operation platform for the integrated management of gas oxidation, waste heat recovery, and energy generation, establishing a dynamic balance between resources and energy [2] Group 3: Economic and Environmental Impact - By capitalizing on CCER trading policy benefits, Zhaoxin aims to convert project emission reductions into tradable carbon assets, creating a closed-loop of environmental governance, energy production, and carbon asset appreciation [2] - This approach not only enhances project economics but also facilitates the transformation of mining areas into comprehensive energy service bases, aligning with national goals for low-carbon transition through market mechanisms [2]