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这部由国网江苏经研院主导编制的技术规程，明确了电网建设项目水土保持方案报告表的编制要求，以 及工程占地测算和水保措施布设的原则，填补行业空白。 "过去，电网项目水保方案编制缺乏行业化的细分标准，尤其对占地面积测算、水保措施布设等关键环 节的规范不足，精细度不够。"规程编制组介绍。 如果说以前水保方案设计就像用毛笔画工笔，现在有了精确到"米级"的水土精准防控系统，就好比在 用"绣花针"精心勾勒生态边界，用一根根银线"织"密绿色电网。 规程诞生的背后，是依托全省超万公里输电线路建设的深度调研。 绿色发展是高质量发展的底色。今年的政府工作报告提出，"协同推进降碳减污扩绿增长，加快经济社 会发展全面绿色转型"。 江苏是能源消费大省，亦是资源禀赋小省；电网是重要的能源基础设施，亦是践行"双碳"战略的重要载 体。水土保持对电网建设大力推进的江苏尤为关键，《电网建设项目水土保持方案编制技术规程》应运 而生。 交汇点讯 4月22日是第56个世界地球日。今年的主题是"珍爱地球 人与自然和谐共生"，引导全社会支持 参与自然保护和生态修复。 在江苏，国网江苏经研院牵头编制的《电网建设项目水土保持方案编制技术规程》将于5月正式发布。 ...

"宁波膜智信息科技有限公司"为势银（TrendBank）唯一工商注册实体及收款账户 势银研究： 势银产业研究服务 势银数据： 势银数据产品服务 势银咨询： 势银咨询顾问服务 添加文末微信，加 绿色燃料 群 中国广核集团（简称：中广核）是中国领先的清洁能源央企，业务覆盖核电、风电、光伏、氢能、氢 基能源、储能等领域，装机容量位居全球前列。近年来，中广核积极响应"双碳"战略，加速布局氢 能、绿氨、绿甲醇产业，依托风光核一体化优势，在内蒙古、吉林、广东等地推进多个大型氢氨醇示 范项目，重点突破绿氢规模化制备（电解水技术耦合核电/可再生能源）、绿氨/甲醇合成及储运应 用。 中广核一直积极探索工业脱碳与氢能经济新模式， 已规划22个氢/氨/醇项目（含合资公司项目） ，主 要分布在内蒙古、江西、宁夏等地区。进入2025年后，累计 已有10个项目动态更新 。以下是势银 （TrendBank）整理的2025年中广核氢/氨/醇项目新进展（ 项目汇总见文末表格 ，如有遗漏，欢迎留 言补充）—— 01 高温气冷堆耦合光伏电解制氢项目 4月8日， 中核能源科技有限公司高温气冷堆耦合光伏电解制氢项目 中光伏电解水制氢研究采购公告发 布 ...

Group 1: BASF's Investment in China - BASF is increasing its investment in China, with a recent announcement of approximately 500 million yuan for a second facility in Shanghai, expected to enhance production capacity by nearly 70% by 2027 [1] - The expansion reflects BASF's commitment to local markets and customers, emphasizing its role as a leading chemical supplier in the automotive sector [1] - BASF is also advancing its Zhanjiang project and focusing on providing advanced materials for the Chinese automotive market, including lightweight battery components and materials for intelligent driving [1] Group 2: Dow's Growth Strategy in Asia - Dow identifies China as its second-largest global market and the largest overseas market, focusing on sustainable solutions and local partnerships [2] - The company is launching a plastic recycling traceability solution in collaboration with local partners, aiming to meet the upgrading needs of key industries such as consumer goods and automotive manufacturing [2] - Dow's strategy emphasizes operational efficiency and innovation to support sustainable development and the low-carbon transition in the Asia-Pacific region, particularly in China [2] Group 3: Localized Strategies by Other Companies - Aborg is implementing a "local for local" strategy in China, designing and producing automation solutions tailored for local customers [3] - 3M is benefiting from China's improving business environment and plans to enhance collaboration with government and research institutions to accelerate local production and testing processes [3]

Core Insights - Controlled nuclear fusion is a transformative energy source that is being actively promoted for commercialization by major countries globally. The industry is experiencing rapid growth driven by policy, technology, and demand [1][5][26]. Investment Landscape - Global investment in nuclear fusion is projected to reach $7.1 billion in 2024, an increase of $900 million from 2023 [5][26]. - Public funding for private fusion companies is expected to rise to $426 million in 2024, up from $271 million in 2023 [5][7]. Industry Structure - The global nuclear fusion industry comprises 45 companies in 2024, an increase of 2 from 2023 [7][9]. - The industry is categorized into various types of fusion technologies, including magnetic confinement, inertial confinement, and cold fusion [3]. Current Developments in China - China is making significant progress in fusion engineering projects, aiming to bridge the gap between the ITER and DEMO plans by the 2020s [9][11]. - The Chinese government has included nuclear fusion in its "Top Ten Future Industries" initiative, with plans to invest over 300 billion yuan by 2030 [11][22]. Industry Chain - The upstream of the nuclear fusion industry includes materials like tungsten and copper, while the midstream focuses on technology development and equipment manufacturing [13][15]. - The downstream applications include medical devices, scientific research, and nuclear power plant operations [13]. Competitive Landscape - Key players in the nuclear fusion sector include Westinghouse Superconductors, Antai Technology, and China National Nuclear Corporation, which are gaining attention due to their technological capabilities and project experience [19][22]. - The supply chain for critical components such as superconducting magnets and vacuum chambers is gradually forming [19][20]. Future Trends - The push for carbon neutrality by 2060 is expected to drive a significant transformation in the energy sector, with controlled nuclear fusion being recognized as a clean and sustainable energy solution [26][28]. - The industry is transitioning from experimental science to engineering validation, with increasing capital interest and diverse technological pathways [26].

MOF、COF等新型分离材料量产突破 《巴黎协定》6.4条款 全球碳市场即将启动 前沿材料突破、新兴应用场景层出不穷 面对全球性的能源与环境挑战 政策与局势的不断变化 如何发掘下一个材料、应用爆点？ 实现政产学研用金协同合作？ 2025（第四届）中国国际气体分离产业大会 全体论坛 阐述产业发展趋势及最新进展 应用专题 解读产业化现状及应用难题 青年科学家论坛 集聚全球青年力量 实地参观 了解工艺现状及生产难题 墙报展示、需求对接、学术成果交流······ 顶层设计者、大咖科学家、产业化先驱 EPC及业主单位、业界龙头企业汇聚 5月11-12日 江苏扬州 邀您共襄盛举！ GSIC 2025 排名不分先后，更新至4月17日 | 10日 | | 青年科学家论坛 | | | --- | --- | --- | --- | | 时间 | 手机 | 报告人 | 单位 | | 13:30-13:50 | 确认中 | 赵丹 | 新加坡国立大学化学与生物分子工程系教 | | | | | 授 | | 13:50-14:10 | 碳分子筛气体分离膜 | 刘中云 | 东南大学能源与环境学院青年首席教授 | | 14:10-14:30 ...

4月15日下午，欣旺达智慧能源公司与江苏省盐城市大丰区苏州盐城沿海合作开发园区管理委员会正式签署合作框架协议，双方将合作建设规 模为200MW/400MWh的网侧独立储能项目。该项目作为当地的大型独立储能电站，是盐城乃至江苏省构建新型电力系统的重要实践。 本项目选址于盐城市大丰区沿海合作开发园区西侧，占地约40亩，整个电站由40个储能单元组成。建成后，可作为共享储能租赁给周边新能 源电站使用，可参与电力市场化交易，平滑园区用电峰谷负荷，带动"新能源+储能"示范试点。 江苏电网汛期调峰手段主要以火电调峰为主，水电调峰为辅，目前面临较大的调峰压力。本项目的建设，旨在于有效提升电力系统灵活性，延 缓输电网升级增容，提高江苏电网调峰能力，助力系统稳定运行。同时，本项目也有利于提升江苏电力系统消纳风电、光伏发电等间歇性可再 生能源的能力，有效降低江苏弃风弃光率，有利于促进新能源电力安全高效利用。 欣旺达智慧能源作为国内零碳领域的优秀服务商，自成立以来充分发挥投资、建设、运营一体化能力，推动储能与分布式能源、虚拟电厂等业 态融合，确保零碳项目的高质量实施。目前已在广东、浙江、江苏、山东等地落地多个零碳园区、百兆瓦级储能电 ...

作者 I 刘博 报道 I 投资界-并购最前线 以下文章来源于并购最前线 ，作者刘博 并购最前线 . 投资界（PEdaily.cn）旗下，专注并购动态 欢迎加入投资界读者群 靴子落地。 投资界-并购最前线获悉，上海市场监督管理局官网近日发布一则经营者集中简易案件公 示表，信息显示，衢州工业控股集团有限公司（下称"衢州工控"），将实现对一道新能 控股。 至此，一笔传闻许久的并购浮出水面。细看交易双方，衢州工控隶属于衢州国资；被收 购方一道新能则是昔日明星光伏独角兽，同样来自于衢州。交易背后又是一个IPO未果的 故事。 曾与宁王传出"绯闻" 地方国资接盘 根据上述公示表信息，衢州工控下属子公司与北京睿汇海纳科技产业基金（有限公司） （下称"北京睿汇"）签署协议，衢州工控收购一道新能17 . 46%的股份，后拟签署表决权 委托协议取得刘勇及其一致行动人持有的一道新能的表决权。 交易前，刘勇持有一道新能29 . 03%的表决权，单独控制一道新能。交易后，衢州工控将 持有一道新能不少于34. 05%的表决权，单独控制一道新能。 简介显示，衢州工控成立于2 01 8年5月，主要业务为房屋建筑工程施工、商品房开发及销 售 等 ...

Summary of Conference Call Records Industry Overview - The conference call primarily discusses the coal industry in China, focusing on the performance and strategies of China Shenhua Energy Company Limited in 2024 and beyond [1][9]. Key Points and Arguments 1. **Macroeconomic Environment**: - The Chinese government maintains a stable economic approach, with GDP growth of 5.0% in 2024. The energy security strategy is being advanced, optimizing the energy structure [1][9]. - National raw coal production reached 4.76 billion tons, a year-on-year increase of 1.3%, while coal imports rose to 540 million tons, up 14.4% [1]. 2. **Operational Performance**: - The company achieved a total coal production of 327 million tons, a 0.8% increase year-on-year, and coal sales of 459 million tons, up 2.1% [2]. - Total power generation was 223.2 billion kWh, reflecting a 5.2% increase [2]. 3. **Financial Results**: - The net profit for 2024 was 58.7 billion RMB, a decrease of 1.7% year-on-year. The profit margin in the coal mining sector dropped by 22.2% [2]. - The average selling price of coal was 527 RMB per ton, down 21 RMB from the previous year [4]. 4. **Dividends and Shareholder Returns**: - The board proposed a final dividend of 2.26 RMB per share for 2024, with a payout ratio of 76.5%, an increase of 1.3 percentage points year-on-year [3]. - A plan for shareholder returns from 2025 to 2027 was introduced, setting a minimum dividend payout of 65% of net profit [3]. 5. **Resource Management and Development**: - The company increased its coal reserves by 1.78 billion tons by the end of 2024, with significant growth in key mining areas [6]. - New projects, including the New Street and Temple Mine areas, are underway to enhance resource availability [6]. 6. **Technological Innovation**: - The company invested approximately 4.15 billion RMB in R&D, resulting in 637 authorized patents, focusing on smart mining and automation [7]. - The green mining initiatives accounted for 84% of operations by the end of 2024, aligning with carbon reduction strategies [7]. 7. **Future Outlook**: - The company anticipates challenges in coal demand and price volatility in 2025 but remains confident in the coal industry's role in energy supply and transition to low-carbon solutions [9]. - Production targets for 2025 include coal output of 334.8 million tons and power generation of 227.1 billion kWh [10]. 8. **Strategic Focus Areas for 2025**: - Emphasis on energy security, project construction, technological innovation, and low-carbon transition [11]. - Plans to enhance integrated operations and expand capital expenditures, with a total planned investment of approximately 41.8 billion RMB [10]. Additional Important Content - The company has received multiple awards for investor relations and information disclosure, reflecting its commitment to transparency and shareholder engagement [8]. - The average utilization hours for coal-fired units were reported at 5,030 hours, exceeding the national average by 402 hours [5]. This summary encapsulates the key insights from the conference call, highlighting the company's performance, strategic initiatives, and outlook for the coal industry in China.

女士们先生们下午好欢迎各位参加中国广和电力股份有限公司2024年业绩发布会我是公司财务总监兼董事会秘书尹元刚我先介绍今天出席业绩发布会的公司领导他们是公司董事长杨长力先生执行董事兼公司总裁高立刚先生独立董事徐华女士 副总裁秦宇星先生副总裁刘海军先生今天的业绩发布会内容分四个部分第一部分由杨长礼董事长介绍公司总体的发展策略第二部分由高力钢总裁回顾公司2024年业务的具体情况介绍公司2025年的重点工作 第三部分由我向大家报告公司2024年的财务表现第四部分是问答的环节现在我们进行会议的第一部分请杨董事长介绍公司的发展策略 各位投资者分析分析师大家下午好下面我向各位报告一下公司2024年总体的经营业绩和未来的发展思路公司是成立于2014年初2014年12月在香港联交所上市2019年的8月在深交所上市公司的主要业务是 投资建设运营核电站电力销售以及核电技术相关设计以及研发工作公司目前管理了十个核电基地共有28台载运的核电机组有16台机组在建 其中包括控股股东委托管理的位于惠州和昌南的八台载电机组我们管理的载运载电机组装机容量达到了5120万千瓦装机规模保持国内领先2024年我们管理的核电机组总上网电量为2200 7 ...