Core Viewpoint - The 2025 Liquid Sunshine Industry Development Forum highlighted the rapid development and scaling of the green methanol industry in China, emphasizing the transition from technology exploration to large-scale application [2][6]. Group 1: Forum Overview - The forum, hosted by DT New Energy, took place in Dalian from September 24-26, featuring over 50 experts and corporate leaders, with more than 200 representatives from various sectors [2]. - Key topics included macro trends in the green methanol industry, key technologies for large-scale production, biomass gasification, and the ecological construction and application of the green methanol industry [2]. Group 2: Key Presentations - Wang Jijie discussed the need for standards in renewable methanol that align with China's carbon neutrality goals, emphasizing the importance of a carbon trading system [12]. - Su Maohui presented the development of methanol-hydrogen electric vehicles, highlighting over 50,000 vehicles in operation and a total mileage exceeding 23 billion kilometers [15]. - Liu Ming shared Singapore's ambition to become a methanol supply hub, aiming for a million-ton scale by 2030 [18]. - Chang Fei outlined the current challenges in the commercialization of green methanol, including technological bottlenecks and infrastructure needs [21]. - Maersk's decarbonization goals were presented, focusing on the use of green methanol and innovative measures to achieve net-zero emissions [23]. Group 3: Technical Innovations - Lu Shijian discussed advancements in CO2 capture and resource utilization, showcasing applications in major energy companies [27]. - Liu Dianhua introduced a demonstration project for CO2 capture from coal-fired power plants, achieving a CO2 purity of 99.98% [30]. - Zhou Yunyun detailed Geely's comprehensive approach to green methanol production, including CO2 hydrogenation and biomass gasification technologies [32]. - Zhang Chenxi highlighted the importance of sustainable aviation fuel (SAF) in reducing carbon emissions in the aviation industry, with a pilot project already in place [34]. Group 4: Policy and Market Dynamics - He Yankang analyzed global shipping emission reduction policies and their impact on the green methanol market, emphasizing the shift from future vision to compliance necessity [58]. - The necessity and feasibility of methanol pipeline transportation were discussed, projecting a significant role for methanol in the future energy landscape [59]. - The report by Nie Chaofei focused on key technologies for low-cost transportation of green methanol [61]. Group 5: Industry Applications and Future Directions - The forum included a visit to the Dalian Port green methanol refueling center, providing insights into the practical applications of green methanol in the shipping sector [70]. - Various presentations covered the latest advancements in biomass gasification technology and the potential for renewable energy solutions [46][41].

Core Points - The 2025 Fifth Liquid Sunshine Industry Development Forum will be held from September 24 to 26 at Dalian 1896 Garden Hotel, focusing on the development of green methanol [2][9] - The forum will include various sessions such as CO2 high-value utilization, key technologies for liquid sunshine methanol preparation, and biomass gasification coupled with green hydrogen production [14][16] Registration and Venue Information - Registration will take place on September 24 from 13:00 to 20:00 and on September 25 from 08:00 to 12:00 at designated locations [2][3] - The venue is Dalian 1896 Garden Hotel, located at No. 36, Guanghui Lane, Zhanbei Street, Xigang District, Dalian, Liaoning Province [2][9] Agenda Overview - The forum will feature a variety of sessions, including: - September 24: CO2 high-value utilization forum and closed-door discussions [14][18] - September 25: Opening ceremony, macro forum on liquid sunshine methanol, and various thematic discussions [16][17] - September 26: Sessions on ecological construction and applications of green methanol [17] Transportation and Accommodation - The hotel is approximately 3 km from Dalian Station (15 minutes by car), 18 km from Dalian North Station (30 minutes), and 11 km from Dalian Zhoushuizi International Airport (20 minutes) [11][11] - Special accommodation rates are available for forum attendees at Dalian 1896 Garden Hotel, priced at 350 RMB per room per night [9] Organizing Committee and Support - The forum is organized by DT New Energy, supported by the Green Methanol Ecological Alliance and other notable organizations [9]

探索绿色甲醇特色发展之路 2025（第五届）液态阳光产业发展论坛 9月24-26日 辽宁· 大连1896花园酒店 尊敬的各位报告嘉宾、参会代表： 您好！2025 第五届液态阳光产业发展论坛将于 9月24-26日在 大连1896花园酒店 举行（24日下午会议签到+二氧化碳高值化利用前沿论坛 +闭门研讨会；25、26日主题报告+参观大连港绿色甲醇加注中心） ，感谢您在百忙之中出席本次会议。为大家能够顺利地参与本次会议，组 委会准备了最全参会攻略，建议微信收藏，仔细阅读！ 注册签到 会议酒店： 大连1896花园酒店 酒店地址： 辽宁省大连市西岗区站北街道光辉巷36号 签到时间及地点 9月24日（周三） 13:00-20:00（酒店大堂 ） 9月25日（周四） 08:00-12:00 （ 1F多功能厅 ） 参会人员请到指定签到处签到，可领取参会证、餐饮券、会刊等会务资料。 会议规范 为保证此次论坛顺利召开，请大家全程佩戴胸卡，方便进出； 此次会务资料在会议签到时领取，每人一份； 本会场内禁止吸烟，为保持会场秩序和对发言代表的尊重，请大家将手机关闭或是调至震动。 会议期间天气 天气衣着（查询自9.18） 交通指南 会议 ...

Group 1 - Longi Green Energy and JinkoSolar have reached a joint statement to end all ongoing patent disputes globally and have agreed on cross-licensing arrangements for some core patents [2][3] - The patent disputes between Longi Green Energy and JinkoSolar began in the second half of last year and escalated in early this year, with multiple lawsuits filed in various jurisdictions [3] - The patent battles are seen as a commercial strategy to limit competitors' market competitiveness, particularly in foreign markets where litigation risks influence customer choices [3] Group 2 - JinkoSolar is a leader in TOPCon technology, with over 5,500 patent applications, 75% of which are invention patents, and expects to achieve 40-50 GW of high-power TOPCon capacity by the end of 2025 [4] - JinkoSolar's patent fees increased by nearly 50% year-on-year to 0.14 billion [4] - Longi Green Energy has over 3,500 authorized patents and 480 patents for BC battery modules, with a self-owned HPBC2.0 battery capacity of 24 GW as of June [4] - In terms of shipment volume, JinkoSolar led with 41.84 GW of solar module shipments in the first half of the year, surpassing Longi Green Energy's 39.57 GW [4] - JinkoSolar reported a loss of 2.909 billion, while Longi Green Energy's loss was 2.569 billion, making it the least loss-making among the top five module manufacturers, reducing losses by 2.661 billion year-on-year [4]

Core Viewpoint - The article highlights the significant role of Lanzhou University in the development of China's photovoltaic (PV) industry, showcasing how its alumni have become key players in transforming China into a global leader in solar energy technology and production [9][15][69]. Group 1: Historical Context and Development - The photovoltaic industry was initially dominated by multi-crystalline technology, which had lower efficiency but was easier to produce [17][20]. - In the early 2000s, the founders of LONGi Green Energy, all alumni of Lanzhou University, chose to pursue the more challenging mono-crystalline technology, which ultimately changed the trajectory of the global PV industry [24][30]. - LONGi Green Energy has achieved significant milestones, including setting world records for solar cell efficiency, with a conversion efficiency of 27.3% recorded in 2024 [30][15]. Group 2: Industry Leadership and Market Position - China now holds over 90% market share in various segments of the PV supply chain, including polysilicon, silicon wafers, and solar cells [15]. - In 2024, China generated 839 TWh of solar power, leading the world in solar energy production, followed by the United States and India [16]. - The success of LONGi and other companies has positioned China as a dominant force in the global solar energy market, effectively reshaping the industry's landscape [15][9]. Group 3: Educational and Research Contributions - Lanzhou University has produced numerous influential figures in the PV sector, contributing to the establishment of a robust alumni network that supports innovation and development in solar technology [38][55]. - The university's focus on physics, chemistry, and materials science has laid a strong foundation for its graduates to excel in the PV industry [55][49]. - Research initiatives at Lanzhou University, such as the development of new solar energy technologies and ecological restoration methods, further enhance its contribution to the industry [60][63]. Group 4: Future Prospects and Innovations - Lanzhou University is actively involved in cutting-edge research, including the development of hybrid solar-thermal systems and innovative materials for solar cells [60][62]. - The university's initiatives aim to integrate ecological sustainability with solar energy production, promoting a model of renewable energy that benefits both the environment and local communities [66][64]. - The ongoing advancements in solar technology and the commitment to research at Lanzhou University suggest a promising future for the PV industry in China [70][69].

【DT新材料】 获悉，近日， 9月16日， 中船科技 发布公告称， 公司联合中国船舶工业贸易有限公司子公司与客户A签订了绿色甲醇销售合同，合同金额约 4000万美元/年，可根据客户需求增加供货量，最高约1.2亿美元/年 （按当前汇率，约为8.54亿元人民币） 。 合同预计在公司风电制甲醇项目投产后开始供货，供 货期最高不超过12年。 绿色甲醇是近几年热门赛道，但因为成本问题，在消纳方面进展缓慢，本次中船科技大单无疑给行业注入信心，上一次这么大的采购还是马士基签约金风科技。 据悉，中船相关主要项目有两个： （1）中船通辽市50万千瓦风电制氢制甲醇一体化项目 。 采用 生物质气化耦合绿氢，地点在通辽市科尔沁区内蒙古自治区通辽市，建设周期2024年6月至2026年6 月， 投资额19.4004亿元，计划年产量18万吨绿色甲醇 。2025年8月， 项目初步设计启动会在中国化学东华公司顺利召开。具体建设内容： 制氢制甲醇项目计划 安装生物质气化装备，以及年产约18万吨甲醇合成装置，配套建设生产车间、办公楼以及辅助配套设施。 项目2：中船科技股份有限公司中船沧州50万千瓦风电制氢合成甲醇项目 。2025年9月1日，中船科 ...

Core Viewpoint - The article discusses the IPO application of China Electric Power Construction New Energy Group Co., Ltd. (referred to as "Electric Power New Energy"), highlighting its market position, financial performance, and future growth plans in the renewable energy sector [2][3]. Company Overview - Electric Power New Energy was established in July 2004 with a registered capital of 7.5 billion yuan and is controlled by China Electric Power Construction Group, holding 80% of the shares [2]. - The company serves as the sole platform for the development, investment, operation, and management of wind and solar power projects under China Electric Power [2]. Market Position - The renewable energy generation industry in China has a low market concentration, with major state-owned enterprises holding approximately 50% of the market share. Electric Power New Energy holds a market share of 1.43%, ranking among the leaders in the industry [2]. - The company has a total installed capacity of 9.8909 million kW for wind power (1.85% of the national market) and 11.3552 million kW for solar power (1.20% of the national market) [2]. Financial Performance - From 2022 to Q1 2025, Electric Power New Energy's revenue and net profit showed stable growth, with revenues of 8.382 billion yuan, 8.728 billion yuan, 9.81 billion yuan, and 2.661 billion yuan respectively, and net profits of 1.768 billion yuan, 2.32 billion yuan, 2.589 billion yuan, and 511 million yuan [3]. - The gross profit margin remained stable from 2022 to 2024, averaging around 52%, but dropped significantly to 46.78% in Q1 2025 due to seasonal factors affecting solar energy utilization [3][4]. Installed Capacity Growth - The installed capacity of Electric Power New Energy increased significantly from 9.045 million kW in 2022 to 21.2461 million kW by Q1 2025, representing a growth of 135% over three years [4][7]. - The company has a balanced layout in wind and solar power projects, with wind power projects accounting for 9.8909 million kW and solar power projects for 11.3552 million kW as of March 2025 [4]. IPO Fundraising and Future Projects - The IPO aims to raise 9 billion yuan, which will be allocated to four major projects expected to add 8.46 million kW of new installed capacity, with a total investment of 48.481 billion yuan [5][6]. - The projects include a large-scale clean energy base, green ecological civilization projects, local load center projects, and industrial integration development projects [5][6]. Asset Growth - From 2022 to 2024, the total assets of Electric Power New Energy grew from 67.581 billion yuan to 124.921 billion yuan, an increase of 84.8%, driven primarily by investments in new wind and solar power stations [7].

【液态阳光】 整理了 《100个项目了解一个行业——2025绿色甲醇行业分析报告》PPT （持续更新） ， 共80页 ，包括 产业概况 （定义、产业链）、 100个绿色甲醇项目分析 （包括建设单位、近期动态、技术路线、产能及项目概括等）两部分内容。 需要本份产业报告的朋友：① 扫码领取；②联系工作人员领取 （PS：工作人员将于24小时内与您取得联系，并邀请加入专业交流群） 请您扫码登记领取 欢迎联系： 沈经理： 13396601161（微信同号） 俞经理： 15381893024 （微信同号） 蒋经理： 19045872506 （微信同号） 报告部分内容如下： 重点企业1:国家能源投资集团有限责任公司 简介 国家能源集团成立于2017年，是由中国国电集团公司与神华集团 有限责任公司合并重组而成的中央骨干能源企业。 主营业务涵盖煤炭、电力、运输、化工等多个领域,形成了煤炭、 代表项目2 项目名称：云南绿色氢能源与液态阳光甲醇示范项目 技术路线：风光发电，电解水制氢，捕集工业二氧化碳加氢制绿色 甲醇 项目地点：云南曲靖市麒麟区 建设单位：国电电力云南新能源开发有限公司 建设周期: 一期2025年6月开工,2027 ...

Core Viewpoint - The article discusses the development of green methanol as a sustainable energy source, highlighting its potential in various applications and the importance of industry collaboration in advancing technology and market adoption [2][28]. Event Overview - The 2025 Liquid Sunshine Industry Development Forum will take place from September 24 to 26 in Dalian, Liaoning, organized by DT New Energy and supported by various industry leaders [2][4]. - The forum will feature multiple sessions focusing on green methanol, including key technology advancements, industry strategies, and international collaboration [4][28]. Session Highlights - The opening ceremony will include discussions on the macro development of liquid sunshine (green methanol) and key technologies for its production [28][33]. - Notable sessions will cover topics such as carbon dioxide high-value utilization, biomass gasification coupled with green hydrogen production, and the ecological construction and application of green methanol [28][38]. Participant Engagement - Over 40 companies involved in green methanol projects are expected to attend, including major players like China Petroleum and Chemical Corporation and China National Offshore Oil Corporation [11][12]. - The event will also feature a welcome dinner and opportunities for networking among industry professionals [4][37]. Technical Presentations - Presentations will include insights on renewable methanol technology, carbon capture and resource utilization, and advancements in sustainable aviation fuel production [33][42]. - Experts from various institutions, including Tsinghua University and the Chinese Academy of Sciences, will share their research and developments in green methanol technologies [32][41].

Core Viewpoint - The article highlights the significant role of Lanzhou University in the development of China's photovoltaic (PV) industry, emphasizing how its alumni have become key players in making China a global leader in solar energy technology and production [4][5][6]. Group 1: Historical Context and Development - In the 1980s, a group of students from Lanzhou University, inspired by their university's legacy, founded Longi Green Energy, which has since become a leader in the global PV market [5][6]. - The PV industry was initially dominated by multi-crystalline technology, but Longi's founders chose to pursue the more challenging mono-crystalline technology, which ultimately transformed the industry [10][11]. Group 2: Technological Advancements - China's PV industry now holds over 90% market share in various segments, including polysilicon, silicon wafers, and solar cells, with efficiency rates exceeding 26% for mass production and 34.7% in laboratories [7][8][12]. - Longi has set multiple world records for solar cell efficiency, including a record of 27.3% in May 2024, showcasing the technological advancements driven by Lanzhou University alumni [13][24]. Group 3: Educational Influence - Lanzhou University has a unique position as the only 985 university west of the Hu Huanyong Line, which has attracted significant national resources and talent to develop its strong programs in physics, chemistry, and related fields [18][19]. - The university's focus on research and development has led to a robust alumni network in the PV sector, contributing to the industry's growth and innovation [21][26]. Group 4: Environmental and Economic Impact - The PV installations in the Gobi Desert are not only generating clean energy but also contributing to ecological restoration and economic development in the region [26][27]. - Lanzhou University's research initiatives, such as the development of a new photovoltaic-thermal hybrid system, demonstrate the institution's commitment to advancing sustainable energy solutions [24][26].