据中央广播电视总台中国之声《新闻和报纸摘要》报道，国家能源局数据显示，2024年，我国氢能全年 生产消费规模超3650万吨，位列世界第一。近期，多个氢能产业项目建设提速，我国氢能产业正从试点 探索逐步进入有序破局的新阶段。 走进内蒙古包头氢能产业与可再生能源一体化项目现场，工人们为即将进行的设备安装调试做着准备， 项目总经理张修军表示，包头氢能项目预计上半年投产运营。 张修军： 在包头有良好的氢能产业发展潜力和基础，尤其当地有很好的风光发电以及制氢的能源基 础，同时也有很好的重卡市场应用场景基础。 全球单体规模最大氢储能调峰电站及风光氢储车一体化项目——格罗夫木垒项目在新疆木垒哈萨克自治 县加紧建设，项目有关负责人郝义国介绍，该项目总投资超过105亿元，规划建设6座日加氢能力5吨的 加氢综合能源站和600台氢能重卡的采购和运营，目前已完成项目总进度的60%。 国家能源局能源节约和科技装备司副司长徐继林表示，截至2024年底，全国各地累计发布氢能专项政策 超560项，积极推动氢能技术创新。 徐继林： 截至2024年底，全国各地累计规划建设可再生能源电解水制氢项目超600个，一批典型示范项 目建成落地，逐步贯通可 ...

4月28，国家能源局公开发布的我国首份氢能发展报告《中国氢能发展报告(2025)》显示，2024年中国 氢能全年生产消费规模超3650万吨，位列世界第一。截至2024年底，全球可再生能源制氢项目累计建成 产能年均超过25万吨，中国占比超过一半，已逐步成为全球可再生能源制氢及相关产业发展的引领国 家。然而，我国氢能产业向大规模商用跃迁仍面临技术、成本和应用场景等方面的挑战，亟待完善产业 顶层设计，推进关键技术攻关和核心装备自主化，建立低成本大规模绿氢供应体系，打造全方位氢能产 业生态圈，促进氢能产业高质量发展。 向大规模商用跃迁面临挑战 经过多年发展，我国氢能产业在技术研发、产业布局等方面取得了显著进展：多项关键技术研发获得阶 段性成果，例如碱性电解槽技术已实现国产化、质子交换膜电解槽技术快速推进、35MPa高压储氢技术 已成熟、燃料电池堆的功率密度和耐久性不断提升等;初步形成了以长三角、珠三角、京津冀为核心的 产业集群;基础设施建设加快推进，应用领域不断拓宽。但整体来看，氢能产业发展路径、商业模式等 尚处于摸索和示范阶段，向大规模商用跃迁仍面临诸多挑战。 一是引领产业战略性发展的顶层设计不够。与日韩等国家相比 ...

欢迎扫描下方二维码关注： 一、基本情况 可再生能源发展基金是 为促进可再生能源的开发利用，增加能源供给，改善能源结构，保障能源安全，根据《中华人民共和国可再生能源法》有关 规定设立的政府性基金。 《中华人民共和国可再生能源法》。 （二）主要政策文件 1.《财政部 国家发展改革委 国家能源局关于印发〈可再生能源发展基金征收使用管理暂行办法〉的通知》（财综〔2011〕115号）； 三、征收范围 可再生能源电价附加在除西藏自治区以外的全国范围内， 对各省、自治区、直辖市扣除农业生产用电（含农业排灌用电）后的销售电量征收。各 省、自治区、直辖市纳入可再生能源电价附加征收范围的销售电量包括： 1.省级电网企业（含各级子公司）销售给电力用户的电量； 2.省级电网企业扣除合理线损后的趸售电量（即实际销售给转供单位的电量，不含趸售给各级子公司的电量）； 2011年，财政部会同国家发展改革委、国家能源局印发《可再生能源发展基金征收使用管理暂行办法》（财综〔2011〕115号），明确可再生能源发 展基金包括国家财政公共预算安排的专项资金和依法向电力用户征收的可再生能源电价附加收入等。2018年，财政部印发《关于将国家重大水利工程 ...

Calumet Specialty Products Partners (CLMT) Q1 2025 Earnings Call May 09, 2025 09:00 AM ET Company Participants John Kompa - Director of Investor RelationsTodd Borgmann - CEODavid Lunin - Executive VP & CFONeil Mehta - Head of Americas Natural Resources Equity ResearchBruce Fleming - EVP - Montana Renewables & Corporate DevelopmentJason Gabelman - MD - Equity Research Conference Call Participants Amit Dayal - Managing Director & Senior Technology AnalystGregg Brody - High Yield Research Analyst Operator Good ...

证券代码： 301163 证券简称：宏德股份 答：公司是目前国内为数不多的同时掌握高性能球墨铸铁和铸 铝核心技术的铸件生产企业，公司坚持"铸铁+铸铝"的多元 化发展模式。2024 年，公司面对严峻的国际、国内环境以及 激烈的风电产业竞争局面，通过适度优化产品结构和业务方 向，保持了收入的总体稳定。受国内风电设备制造商激烈的价 格竞争影响，公司铸铁件营业收入同比下降 11.93%；铸铝件 营业收入同比增长 10.99%，电力设备专用件和医疗器械专用 件为公司营业收入增长提供动力。公司将利用积累的技术优 势，不断加大新客户开发及新产品研发力度，努力进一步丰富 客户结构及产品结构，持续提升公司的盈利能力。 | 投资者关系活动 | 特定对象调研 □分析师会议 | | --- | --- | | 类别 | □媒体采访  业绩说明会 | | | □新闻发布会 □路演活动 | | | 现场参观 | | | 其他 | | 参与单位名称及 | 线上参加江苏宏德特种部件股份有限公司 2024 年度网上业绩 | | 人员姓名 | 说明会的投资者 | | 时间 | 2025 年 5 月 9 日（星期五）下午 16:00-17 ...

Core Viewpoint - The new German Minister of Economy emphasizes the need for a combination of renewable energy and natural gas, indicating that there has been an "overemphasis" on climate protection in the past [1] Group 1 - The Minister advocates for a balanced approach to energy policy, integrating renewable sources with natural gas to ensure energy security and sustainability [1] - The statement reflects a shift in focus from solely prioritizing climate protection to a more pragmatic energy strategy [1]

大会还发布了"石油化工行业减污降碳典型案例"，推荐上海化工区等八家单位的案例为标杆案例，推荐 中国石化九江分公司等八家单位的案例为优秀案例。 聚焦可再生能源与石油化工生产系统耦合 当前，我国炼油产能世界第一，但同时存在炼油产品结构性矛盾突出、碳排放总量高的问题。中石化上 海石化（600688）院副总工程师滕加伟强调，油转化、高端化、绿色化是石油化工高质量发展的技术方 向。即将原油或石油产品转化为化学品；生产高附加值的化学品或化工新材料；开发绿色工艺和高效反 应过程。具体技术路径为炼化副产制化学品、高端化工产品制造、废弃塑料循环利用、生物质制化学 品、绿氢利用、二氧化碳制化学品、绿色低碳工艺技术、过程强化、生产运行智能化。 石油和化学工业规划院副院长、石化专委会副主任王钰为"十五五"期间行业的绿色发展提供思路。近年 来，我国绿色发展水平持续提高，但碳减排压力较大，传统污染物与新污染物治理压力并存等问题已然 制约我国绿色发展。王钰指出，应在重点领域、聚焦重点环节实施节能降碳改造，大幅提升能效标杆水 平占比；促进企业环保装置提标改造，鼓励资源化利用和无害化处置装置建设；聚焦可再生能源与石化 化工生产系统耦合、二氧化 ...

Core Insights - The project represents Tunisia's first large-scale ground-mounted photovoltaic power station, showcasing a significant step towards renewable energy development in the country [2][3] - The project is expected to generate approximately 5.5 billion kilowatt-hours of electricity over its operational lifespan of 25 years, significantly contributing to Tunisia's renewable energy goals [2][3] - The initiative aligns with Tunisia's strategy to increase the share of renewable energy to 30% by 2030, reducing reliance on imported natural gas and enhancing energy security [2][3] Project Details - The project covers an area of about 200 hectares and is the largest single photovoltaic project under construction in Tunisia [2] - It is being developed by a consortium of Chinese companies, including China Energy Engineering Group Tianjin Electric Power Construction Co., Ltd. and Northwest Electric Power Design Institute [2] - The project is expected to create nearly 600 jobs, emphasizing safety standards and training for workers [3] Environmental Impact - The project is projected to reduce carbon dioxide emissions by 5 million tons, equivalent to planting 12 million trees in the Sahara Desert [2] - The use of high-efficiency components and smart operation systems in the project sets a technological benchmark for future photovoltaic projects in Tunisia [2][3] Economic and Social Benefits - The project will provide sufficient clean, green renewable energy for local agricultural production and the daily lives of residents, contributing positively to the socio-economic and environmental development of the region [2][3] - It is anticipated to increase Tunisia's photovoltaic installed capacity by approximately 30%, directly supporting the country's renewable energy targets [2]

Core Viewpoint - The report "China Energy Outlook 2060 (2024 Edition)" provides a comprehensive analysis and forecast of China's energy development, emphasizing the transition towards renewable energy and the optimization of energy consumption amidst economic recovery and structural changes in the industry [1][10]. Group 1: Macroeconomic Trends - China's economic development is experiencing fluctuations but maintains a long-term positive trend, with an accelerated optimization of industrial structure and a steady improvement in energy consumption efficiency [20][24]. - The population has entered a phase of negative growth, but urbanization and aging are driving the electrification and intelligent transformation of energy consumption [30][31]. - Technological advancements are focused on renewable energy alternatives, electrification, and clean utilization, with significant support from key mineral resources and CCUS technology [34][35]. - The policy framework is increasingly systematic and sustainable, promoting the growth of renewable energy consumption while ensuring energy security [20][12]. Group 2: Energy Supply and Demand Outlook - Primary energy consumption is expected to peak between 2030 and 2035 at over 626 million tons of standard coal, then decline to 570-578 million tons by 2060, with non-fossil energy accounting for 80% of the total [2][13]. - Coal consumption is projected to peak at 437 million tons around 2025, decreasing to 38 million tons by 2060, while oil consumption is expected to peak at around 80 million tons during the 14th Five-Year Plan, dropping to 28 million tons by 2060 [14][15]. - Natural gas consumption is anticipated to peak around 2040 at 610 billion cubic meters, then decline to 400 billion cubic meters by 2060, with its role as a transitional energy source being crucial [15][14]. - Non-fossil energy supply is expected to grow rapidly, reaching 454 million tons of standard coal by 2060, with solar and wind energy contributing significantly [15][13]. Group 3: Energy Transition Recommendations - The energy transition is entering a new phase of deceleration and adjustment, necessitating the acceleration of key technology research and the improvement of energy statistics and carbon emission management systems [3][10]. - The report highlights the need to clarify critical issues in exploring energy transition pathways, as the window for exploration is narrowing [3][10].

Core Viewpoint - The company reported a significant loss in 2024 due to intensified competition in the wind power industry, leading to decreased product prices and increased depreciation costs from newly built projects [1][2]. Financial Performance - The company's revenue for 2024 was 579 million yuan, with a net profit attributable to shareholders of -154 million yuan, indicating a challenging financial year [1]. Strategic Response - The company has developed actionable strategies to turn around its financial performance in 2025, focusing on optimizing product structure, enhancing market demand, and developing higher-value products [2]. - Plans include phasing out low-margin products, improving cost control through strategic supplier partnerships, and enhancing production efficiency [2]. Customer Base and Market Position - The company has established a strong customer base, including well-known domestic and international firms, which enhances its sales channels and brand recognition [3]. - The company aims to leverage its customer resources to maintain a competitive edge in the market [3]. Industry Outlook - The company anticipates growth driven by the "14th Five-Year" renewable energy plan, which promotes offshore wind power development and the replacement of outdated equipment [3]. - Diversification into other sectors such as engineering machinery and nuclear power is also seen as a way to mitigate industry cyclicality [3]. Technological Advancements - The company has made significant advancements in the manufacturing technology of large, high-performance forgings, holding numerous patents and industry standards [4]. - Its expertise in the wind power forging sector positions it favorably within the supply chains of major domestic and international companies [4]. Company Background - The company specializes in the research, production, and sales of industrial metal forgings and is recognized as a high-tech enterprise with strong R&D capabilities [4].