Haber-Bosch法合成氨存在高能耗、高碳排放等问题。在"双碳"目标与可持续发展需求驱动下，亟须开 发高效、低碳、低能耗的绿氨合成新途径。 褚克介绍说，自2024年起，其团队开启了等离子体—电催化技术用于高值化学品绿色合成的全新策 略。"基于长期积累、扎实研究基础，我们不断在交叉学科领域寻找突破口，开辟了等离子体与电催化 技术融合的绿氨合成新路径。"褚克谈道，该研究将等离子体与电催化技术深度交叉融合，兼具氮源绿 色化、反应高效化和工艺节能化三重优势，契合国家"双碳"目标与可持续发展需求，为解决当前氨电合 成效率低或间接碳排放问题提供了创新方案。同时，该路径可为其他电催化反应提供借鉴，并有望发展 成为含氮高值化学品绿色合成的普适性工艺。 谈及取得的成果，褚克说："我们团队成员来自多学科领域，这样的多学科背景不仅丰富了我们的研究 视角，也容易碰撞出更多的创新思路，这是我们在科学研究过程中能够持续取得创新突破的关键所 在。"据悉，褚克教授组建的"先进纳米材料与能源催化"团队现有8名青年教师和30余名博士、硕士研究 生，团队研究骨干拥有材料科学、物理化学、环境科学等多学科研究背景，充分体现了学科交叉融合的 团队特 ...

国家能源局《中国氢能发展报告（2025）》显示，2024年我国氢能生产消费规模达3650万吨，位居全球 首位，可再生能源制氢产能占全球50%以上，这标志着我国正从氢能技术的追随者逐步向全球产业的引 领者跨越。 然而，当前氢能仍面临产业链需协同深入推进碳减排、成本高企、基础设施建设滞后、技术创新不足等 诸多挑战。亟须强化政策支持、加快基础设施建设、突破核心技术瓶颈以及深化国际合作与交流，真正 为"双碳"目标的实现提供强大动能。 成本高企制约市场推广。我国氢能的生产成本主要受制氢方式的影响。传统的化石能源制氢虽然技术成 熟，但随着环保要求的不断提高，其面临的碳排放成本逐渐上升，同时，化石能源的价格波动也会影响 制氢成本的稳定性。可再生能源制氢虽然具有零碳排放的优势，但设备投资大、制氢效率低，导致成本 居高不下。此外，氢能的储存和运输成本也较高，一定程度上限制了氢能的运输距离和市场范围。高昂 的成本使得氢能在与传统能源的竞争中处于劣势，严重制约了其市场推广和应用。如何降低氢能全产业 链成本，成为氢能产业发展的重要瓶颈。 同时，氢能是保障能源安全的战略选择。我国能源结构长期呈现"富煤、缺油、少气"的资源禀赋特征， 这 ...

Group 1: Sustainable Disclosure Guidelines - The Ministry of Finance is soliciting opinions on the "Application Guidelines for the Corporate Sustainable Disclosure Standards - Basic Standards (Trial)" to enhance the guidance and operability of the basic standards [1] Group 2: ESG Rating Enhancement - The Shanghai Stock Exchange has released a special action plan to improve ESG ratings for listed companies, aiming to elevate the ESG rating level through six key initiatives [2] Group 3: AI Regulation - The Central Cyberspace Administration of China has disposed of over 3,500 non-compliant AI products as part of a campaign to address AI technology misuse, focusing on issues like AI-generated misinformation [3] Group 4: Green Finance Leadership - China leads globally in green credit scale, with significant positions in green bonds and green insurance markets, indicating strong growth potential in green finance [4] Group 5: Electric Vehicle Market Leadership - Chinese automakers dominate the zero-emission vehicle market, with BYD surpassing Tesla in global pure electric vehicle sales, showing a 25% increase compared to 2023 [6][5] Group 6: Climate Action in Asia-Pacific - The MSCI report indicates that the adoption rate of Science-Based Targets Initiative (SBTi) among Asia-Pacific companies has doubled to 50%, highlighting the region's commitment to climate action [7] Group 7: Zero Carbon Initiatives - Yili Group has launched a "dual footprint" strategy to promote a zero-carbon future, achieving significant milestones in low-carbon transformation and water conservation projects [8]

信用等级通知书 信用评级报告声明 东方金诚债跟踪评字【2025】0190 号 东方金诚债跟踪评字【2025】0190 号 晶 科 能 源股份有限公司： 东方金诚国际信用评估有限公司根据跟踪评级安排对贵公司及发行 的"晶能转债"的信用状况进行了跟踪评级，经信用评级委员会评 定，此次跟踪评级维持贵公司主体信用等级为 AA+，评级展望为稳 定，同时维持"晶能转债"的信用等级为 AA+。 东方金诚国际信用评估有限公司 信评委主任 二〇二五年六月二十日 为正确理解和使用东方金诚国际信用评估有限公司（以下简称"东方金诚"）出具的信用 报告（以下简称"本报告"），本公司声明如下： 的关联关系，本次项目评级人员与评级对象之间亦不存在任何影响本次评级行为独立、 客观、 公正的关联关系。 勤勉尽责和诚信义务，有充分理由保证本次评级遵循了真实、客观、公正的原则。 和第三方组织或个人的干预和影响。 准确性、完整性均由资料提供方和/或发布方负责，东方金诚按照相关性、可靠性、及时 月 20 日至 2026 年 6 月 19 日有效，该有效期除终止评级外，不因任何原因调整。在 有效期内，东方金诚有权作出跟踪评级、变更等级、撤销等级、中止评 ...

Core Viewpoint - The article discusses the emerging field of Energy Storage Science and Engineering, highlighting its significance in response to national energy strategies and the growing demand for skilled professionals in this sector [1][3]. Group 1: Background and Strategic Importance - The establishment of the Energy Storage Science and Engineering major aligns with national energy security and industrial transformation needs, directly addressing the "dual carbon" goals and renewable energy integration [5]. - The global energy transition and "dual carbon" targets necessitate the cultivation of talent in energy storage, which is crucial for the development of new storage technologies [3]. - According to the "Energy Storage Industry Research White Paper 2025," China is expected to maintain its position as the global leader in new energy storage installations, with a projected capacity of 43.7 GW in 2024, accounting for approximately 60% of global new installations [3]. Group 2: Professional Characteristics - The Energy Storage Science and Engineering major is characterized by its alignment with national strategic needs, multi-disciplinary integration, and collaborative innovation between academia and industry [5][6][7]. - The program integrates knowledge from electrical engineering, chemical engineering, materials science, and energy dynamics, fostering the ability to solve complex engineering problems [6]. - The dual mentorship system and industry collaboration enhance the connection between educational institutions and industry demands, promoting effective talent development [7]. Group 3: Employment Prospects and Development Potential - Graduates of the Energy Storage Science and Engineering major possess a broad knowledge base and adaptability, making them suitable for various sectors including energy, environment, automotive, and new materials [8]. - Key employment sectors include energy power companies, grid enterprises, battery and system integration firms, with notable companies such as CATL, BYD, and Huawei [10]. - The major has seen a significant increase in the number of institutions offering it, with 103 universities across 27 provinces in China now providing this program [11]. Group 4: Key Universities and Their Specialties - Major universities offering the Energy Storage Science and Engineering program include Xi'an Jiaotong University, Xiamen University, and Harbin Institute of Technology, each with unique educational and research strengths [11][26]. - Beijing University of Science and Technology has established a dedicated department for this major, focusing on interdisciplinary collaboration and innovative research [19]. - Fuzhou University collaborates with German institutions to provide international exposure and dual degree opportunities for students [21]. Group 5: Career Development Paths - Career paths for graduates include roles in battery and energy storage system development, project management in energy systems, and research positions in academia [13][14]. - The program offers various development pathways, including technical expertise in research centers, project management roles, and opportunities for interdisciplinary transitions into energy investment analysis [14].

众安保险与地上铁将依托新能源车联合风控实验室，探索构建"科技+数据+服务"三位一体的风控体 系，为行业风险减量管理模式提供实践经验。双方将充分发挥海量行业数据和丰富应用场景优势，释放 数据要素价值，探索建立新能源车风险分级模型，实现风险的早识别、早预防、早管理。通过AI风控 系统，双方将探索开发动态风险评估工具，实时预警高风险车辆及驾驶员行为，推动新能源车险从"被 动赔付"向"主动风控"转型。 本报讯 （记者杨笑寒）近日，众安在线财产保险股份有限公司（以下简称"众安保险"）与地上铁新能 源车服网络（以下简称"地上铁"）在深圳签署战略合作协议。双方牵头的"新能源车联合风控实验室"在 南山揭牌成立。后续双方将在新能源车险、联合风控实验室、科技赋能行业数字化转型等领域展开深度 合作，共同探索新能源物流行业发展新路径。 众安保险总经理姜兴在致辞中表示，与地上铁战略携手，不仅是双方对国家"双碳"目标的坚定践行，更 是保险科技与新能源物流产业在深圳南山这片创新沃土的一次重要探索与突破。 地上铁董事长兼CEO张海莹在致辞中指出："新能源物流车的规模化推广离不开保险支持，尤其是众安 保险在场景化产品设计上的能力。今年我们致力 ...

5 月份全社会用电量同比增长 4.4%，规上工业天然气产量同比增长 9.1% 【】【】[Table_Industry] 公用事业—电力天然气周报 [Table_ReportDate] 2025 年 6 月 23 日 15666646523.tcy 证券研究报告 行业研究——周报 [Table_ReportType] 行业周报 [Table_StockAndRank] 公用事业 投资评级 看好 上次评级 看好 [Table_Author] 左前明 能源行业首席分析师 执业编号：S1500518070001 联系电话：010-83326712 邮 箱：zuoqianming@cindasc.com 李春驰 电力公用联席首席分析师 执业编号：S1500522070001 联系电话：010-83326723 邮 箱：lichunchi@cindasc.com 邢秦浩 电力公用分析师 执业编号：S1500524080001 联系电话：010-83326712 邮 箱：xingqinhao@cindasc.com 化工行业： 唐婵玉 电力公用分析师 执业编号：S1500525050001 邮 箱：tangchanyu@c ...

Group 1 - The company is a global leader in mining and infrastructure technology, providing a wide range of mining and construction equipment, technology, and services aimed at improving production efficiency, reducing operational costs, and ensuring safe operations [1][3]. - The company established its first factory in Nanjing in 1993, focusing on the research, production, and sales of various surface drilling equipment, underground mining equipment, and loaders [2][3]. - In 2022, the company transferred all production capacity from Yokohama, Japan, to Nanjing, reinforcing Nanjing's position as its Asia-Pacific manufacturing and R&D center [2][3]. Group 2 - The Nanjing factory produces underground drilling equipment, surface drilling rigs, and loaders, with the underground drilling equipment's bucket lift height and lifting force being industry-leading [3]. - The company has expanded its product offerings from one product in 1993 to over 40 products and digital solutions, including high-value products like electric loaders and surface drilling rigs [3][25]. - The company has implemented a local brand specifically designed for the Chinese market, further deepening its "In China, For China" strategy [2][3]. Group 3 - MyEMS, an open-source energy management system, supports energy data collection, analysis, and reporting for various sectors, including buildings and factories, and is designed to assist enterprises in low-carbon development [2][25]. - The system enables real-time energy consumption monitoring and data transparency, covering high-energy-consuming equipment such as production lines and central air conditioning [25][27]. - MyEMS integrates multiple energy types, including electricity, gas, and steam, breaking the limitations of traditional single-energy management [25][27]. Group 4 - The implementation of MyEMS has led to a 15% reduction in energy consumption at the equipment level, resulting in annual electricity cost savings exceeding 500,000 yuan, while carbon emission intensity decreased by 12% [30][31]. - The system supports the integration of renewable energy sources, optimizing the use of photovoltaic and energy storage systems, and increasing the factory's energy self-sufficiency rate to 30% [31][27]. - Future plans include AI-driven energy efficiency models and predictive maintenance to further enhance equipment lifespan and reduce maintenance costs [28][29].

Core Viewpoint - China National Petroleum Corporation (CNPC) and its subsidiaries are increasing their investment in Kunlun Capital to support controlled nuclear fusion projects, indicating a strategic shift towards emerging industries and energy transformation opportunities [1] Group 1: Investment and Financials - Kunlun Capital's three major shareholders will invest a total of 3.275 billion yuan (approximately 0.47 billion USD) in the company, with CNPC contributing 1.6705 billion yuan, China Petroleum contributing 949.5 million yuan, and China Oil Capital contributing 655 million yuan [1] - The investment aims to enhance Kunlun Capital's competitive advantage and potential profitability in the energy and chemical sectors [1] Group 2: Technological Developments - Controlled nuclear fusion is recognized as a long-term energy solution, offering abundant energy, zero emissions, and high safety, with 1 gram of deuterium-tritium fusion releasing energy equivalent to 11.2 tons of standard coal [2] - China has achieved international leadership in controlled nuclear fusion, with significant advancements in the "Chinese Circulation No. 3" device, which has set multiple operational records since its completion in December 2020 [2][5] Group 3: Market Outlook and Trends - The global nuclear fusion market is expected to reach 2.26 trillion yuan (approximately 0.33 trillion USD) by 2030-2035, driven by ongoing research and development efforts [7] - Investment in controlled nuclear fusion is increasing, with the U.S. private market alone raising over 12 billion USD since 2024, accounting for 62% of global funding [3][4] Group 4: Industry Structure - The nuclear fusion industry in China is characterized by a dual structure, with state-led initiatives and rapidly emerging commercial companies complementing each other [4][6] - Major state-owned enterprises like China National Nuclear Corporation and the Chinese Academy of Sciences are leading the charge, while private companies are innovating with smaller, modular fusion reactors [6][7]

Core Viewpoint - The company has successfully developed the HEFA technology route for producing sustainable aviation fuel (SAF) and has become the first private enterprise in China to obtain airworthiness certification for its SAF product, which is set to contribute significantly to carbon reduction and food safety [1][2]. Group 1: Technology Development - The SAF is produced from waste oils such as gutter oil, reducing carbon emissions by 85% compared to traditional fossil fuels, while also addressing food safety issues [2]. - The company has spent five years overcoming technical challenges related to low product yield and short production cycles, successfully mastering the HEFA technology route [2]. - The HEFA technology involves hydrogenation and deoxygenation processes to convert waste oils into sustainable aviation fuel with performance comparable to existing aviation kerosene [2]. Group 2: Technical Innovations - The company has developed high-acid-resistant and water-resistant catalyst carriers to process high-acid waste oils, ensuring stable long-term operation [3]. - High-performance isomerization agents have been created to precisely control reaction spaces and branched positions, significantly increasing the yield of sustainable aviation fuel [3]. - Advanced fluidized bed reactors and new molecular sieve isomerization catalysts have been implemented, achieving a total yield of over 72% for sustainable aviation fuel and lowering the freezing point to below -42°C [3]. Group 3: Expansion Plans - The company recognizes the need for increased production capacity and reduced costs to meet the actual demand for SAF in light of the "dual carbon" goals [4]. - A project to process 1 million tons of waste oils into sustainable aviation fuel has been approved by the government, with construction starting in October 2024 and expected completion by the end of 2025 [4]. - Upon completion, the annual processing capacity for SAF will increase from 200,000 tons to 1 million tons, with an expected output of 700,000 to 800,000 tons per year [4].