两大巨头押注绿氨

Core Viewpoint - Green ammonia is emerging as a key player in the global zero-carbon industry revolution, driven by major Chinese energy companies like State Power Investment Corporation and Envision Technology Group [2][12]. Group 1: State Power Investment Corporation - The Daan wind-solar integrated green hydrogen and ammonia demonstration project, funded by State Power Investment Corporation, is set to be fully operational by July 26, 2025 [4]. - This project boasts four world records: the largest scale of green ammonia production in a single phase, the largest alkaline and PEM mixed hydrogen production system, the largest DC microgrid hydrogen production project, and the largest solid-state hydrogen storage facility (48,000 cubic meters) [6]. - The project has an annual production capacity of 180,000 tons of green ammonia, supported by 800,000 kW of wind and solar power, which can replace 230,000 tons of standard coal and reduce CO₂ emissions by 650,000 tons annually, equivalent to the carbon emissions of 500,000 households [6]. - The project has signed cooperation agreements with several domestic and international companies, including EDF China and China National Petroleum Corporation, to expand its green ammonia products into international markets [6][7]. Group 2: Envision Technology Group - The Envision Chifeng zero-carbon hydrogen and ammonia project, the largest green hydrogen and ammonia project globally, was launched on July 8, marking a significant breakthrough in zero-carbon hydrogen and ammonia technology [8]. - This project, with a total investment of 17.3 billion yuan, leverages Inner Mongolia's abundant wind and solar resources to create a full industrial chain from green electricity to hydrogen to green ammonia [10]. - Upon full operation, the project will have an annual production capacity of 1.52 million tons, reducing carbon emissions by 9.12 million tons annually, equivalent to the emissions from 15.2 million fuel vehicles [10]. - The project has secured demand from Europe and Southeast Asia, aiming to become an international hub for green ammonia trade, with long-term procurement agreements already signed with Marubeni Corporation in Japan [11]. Group 3: Strategic Implications - The green ammonia strategies of State Power Investment Corporation and Envision Technology Group reflect China's confidence in its path towards global energy transition, converting wind and solar resource advantages into industrial strengths [12].