Group 1: Sodium Battery Production - The design capacity of the company's sodium battery anode material pilot line is 200 tons, currently approaching 300 tons due to significant improvements in firing rates [2][3] - Main application scenarios for sodium batteries include energy storage, small power batteries for two-wheelers, start-stop power sources, and UPS power sources [3] - The company collaborates closely with battery cell manufacturers for product performance improvements and new product development [3] Group 2: Market Trends and Technology - The market has shifted towards the polyanion route for sodium battery materials, with layered oxide electrolyte shipments dropping from hundreds of tons to tens of tons over the past two years [4] - The company is one of the first in China to adopt the polyanion route for sodium battery anode materials since 2023 [4] Group 3: CCUS Market Potential - The CCUS market in China is expected to reach a scale of 100 billion yuan by 2030, with a demand for carbon reduction of 20 million to 408 million tons [5] - By 2050, the market value is projected to reach 330 billion yuan, with a compound annual growth rate of approximately 11.9% from 2025 to 2050 [5] - Global carbon capture capacity is expected to reach 430 million tons per year by 2030 and exceed 8 billion tons per year by 2050 [5] Group 4: International Collaboration and Strategy - The company has signed a strategic cooperation agreement with Huisheng Engineering to enter the overseas "dual carbon" market, leveraging Huisheng's extensive international project execution capabilities [6] - The company is responsible for supplying process packages, absorbents, and main equipment, while Huisheng handles the overall EPC engineering [6] Group 5: CCUS Absorbent Insights - The replacement cycle for CCUS absorbents is approximately 8-10 months for a 100,000-ton project, with a single replacement quantity of about 80 tons [8] - There are around 10 domestic companies engaged in CCUS absorbent research, with the company holding a significant technological advantage in the field [8] - The company's TX series absorbents have a lifespan 20 to 300 times longer than MEA, achieving performance levels that meet international standards [8] Group 6: Acquisition Plans - The company is open to acquisitions, focusing on CCUS and sodium battery businesses while maintaining flexibility for cross-industry mergers [8] - Ongoing efforts are in place for systematic screening and engagement with potential acquisition targets to enhance technological resources and market positioning [8]

Core Viewpoint - The Fourth China International Gas Separation Industry Conference will be held from May 10 to May 13 at the Wangchao Cultural Theme Hotel in Yangzhou, providing a platform for industry professionals to discuss advancements and challenges in gas separation technology [2][10]. Transportation and Accommodation - The conference venue is located 39.45 kilometers from Yangzhou Taizhou International Airport and 7.14 kilometers from Yangzhou East Station [3]. - The main hotel for the conference is fully booked, but several nearby hotels are recommended, with prices ranging from approximately 280 to 600 yuan per night [4][6]. Conference Schedule - The conference will feature a Youth Scientist Forum on May 10, with various presentations on topics such as aluminum formate applications in gas separation and the design of microporous organic molecular sieves [12]. - The main forum on May 11 will include discussions on CCUS technology trends, porous material creation under carbon neutrality goals, and low-energy CO2 capture technologies [13]. - Specialized sessions on chemical absorption and CCUS technology applications will take place on May 12, covering topics like large-scale carbon capture innovations and CO2 adsorption conversion technologies [15]. Organizing Units - The conference is organized by DT New Materials and several supporting institutions, including universities and research institutes focused on energy and environmental technologies [10].

Group 1: Energy Transition and Policy - During the 14th Five-Year Plan period, China will continue to lead the global energy transition, shifting fossil energy's role to chemical raw materials, with green technologies like renewable energy and CCUS expected to develop long-term [1] - By 2035, China's primary energy demand is projected to reach a peak of 7 billion tons of standard coal, with non-fossil energy's share expected to rise to 78% by 2060, supporting the carbon neutrality goal [1] Group 2: Renewable Energy Development - Marine oil and gas resources are becoming the main force for domestic oil reserve increases, with significant potential in marine renewable energy, such as offshore wind power, expected to exceed 350 million kilowatts in installed capacity by 2060 [2] - The energy pipeline network in China has made significant progress, with a total pipeline length expected to exceed 300,000 kilometers by around 2040, evolving from traditional transport channels to a new energy system [2] Group 3: Refining and Chemical Industry Transformation - The refining industry is transitioning from traditional fuel production to chemical raw material production, with crude oil processing expected to drop to 300 million tons by 2060, primarily for chemical products [2] - Catalytic cracking will focus on processing heavy raw materials to meet the demand for chemical raw materials [2] Group 4: CCUS Technology and Coal Chemical Industry - CCUS technology is seen as a key to achieving global carbon neutrality, with China expected to achieve a carbon storage capacity of 3 billion tons by 2060 [3] - The coal chemical industry faces structural supply-demand contradictions and challenges in green and digital transformation, necessitating a shift from "making good use of coal" to "making good use of carbon" [3]

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 10日签到当天 "青年科学家论坛" 集聚全球青年力量 江苏油田CO 2 驱油现场 、 华电句容电厂万吨级CCUS示范工程项目参观 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 GSIC 2025 排名不分先后，更新至 4 月 25 日 邀您共襄盛举！ 嘉宾和参会代表报到 5月10日 13:30-17:30 "青年科学家论坛" "学术成果墙报展示" 会议主论坛: 气体分离宏观分析;新型高性能气体分离材料 5月11日 宏观政策、当下产业发展情况及未来趋势 顶端科研进展及新型膜分离、吸附、吸收材料及工艺 应用专题: 气体分离与净化回收研究开发、工艺设计及 ...

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 10日签到当天 "青年科学家论坛" 集聚全球青年力量 江苏油田CO 2 驱油现场 、 华电句容电厂万吨级CCUS示范工程项目参观 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 25 日 嘉宾和参会代表报到 5月10日 13:30-17:30 "青年科学家论坛" "学术成果墙报展示" 会议主论坛: 气体分离宏观分析;新型高性能气体分离材料 5月11日 宏观政策、当下产业发展情况及未来趋势 顶端科研进展及新型膜分离、吸附、吸收材料及工艺 应用专题: 气体分离与净化回收研究开发、工艺设计及 ...

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 10日签到当天 "青年科学家论坛" 集聚全球青年力量 江苏油田CO 2 驱油现场 、 华电句容电厂万吨级CCUS示范工程项目参观 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 25 日 | | 嘉宾和参会代表报到 | | --- | --- | | 5月10日 | 13:30-17:30 "青年科学家论坛" | | | "学术成果墙报展示" | | | 会议主论坛: 气体分离宏观分析;新型高性能气体分离材料 | | 5月11日 | | | | 宏观政策、当下产业发展情况及未来趋势 顶 ...

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 10日签到当天 "青年科学家论坛" 集聚全球青年力量 江苏油田CO2 驱油现场 、 华电句容电厂万吨级CCUS示范工程项目参观 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 23 日 | 时间 王题 | 报告人 | 望仍 | | --- | --- | --- | | 08:50-09:00 | 大会开幕式及致辞 | | | 09:00-09:25 | | 中国 21 世纪议程管理中心全球环境处 (气 | | CCUS 技术发展趋势与挑战研究 | 张晨 | 候变化与国际合作处）处长， ...

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 22 日 | 11 日 | 大会主论坛 | | | | --- | --- | --- | --- | | 时间 | 主题 | 报告人 | 単位 | | 08:50-09:00 | | 大会开幕式及致辞 | | | 09:00-09:25 | CCUS 技术发展趋势与挑战研究 | 张服 | 中国 21 世纪议程管理中心全球环境处 (气 | | | | | 候变化与国际合作处）处长,中国可持续发 ...

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 ...