生物基产业进展 | 瑞 翁（Zeon） 【生物基能源与材料】 获 悉，近日，日本合成橡胶巨头 瑞翁株式会社 （Zeon Corp.）宣布将进一步 于Zeon化学横泽有限公司的场地上建立一个 直接从植物材料中生产丁二烯和异戊二烯 的研究工厂 （总 部位于山形县横泽市）。 该两种物质是 合成橡胶 的关键成分。 根据STAGE30集团中期业务计划，Zeon将 "推动单件制造转型，实现碳中和与循环经济" 定位为战略 目标。 而仅在今年2月，Zeon（瑞翁）就与 横滨橡胶 宣布合作建设 生物基乙醇高效转化丁二烯的 中试装置 。该装置将建于瑞翁德山工厂（山口县周南市），预计2026年投产， 用于验证 生物质来源乙醇 制备 丁二烯 的连续化生产工艺 ，并收集规模化生产数据。 该中试装置围绕 两大技术路线布局 ： 一是与AIST协作的 乙醇催化转化丁二烯路径 ； 二是联 合东京科学大学与RIKEN的 生物法直接合成技术 。具体路径的核心进展与挑战分析见如下链 接： 生物基能源与材料，公众号：生物基能源与材料 两大化工巨头，推进生物基丁二烯中试 橡胶行业变天，石化橡胶企业纷纷转型 从轮胎产业看，全球废轮胎超 10 亿条 ，难 ...

在煤炭贸易方面，目前中国已形成"印度尼西亚、澳大利亚、俄罗斯为主，蒙古国为 辅"的动力煤进口格局，进口炼焦煤主要来自蒙古国和俄罗斯。 印尼智库机构能源转型研究所董事总经理Putra Adhiguna在接受《中国能源报》记者采 访时表示，中国正以稳定、分阶段的方式推进能源转型。在此过程中，国家引导与市场活动 相结合，能源结构在不断试验和微调。未来，煤炭在中国电力系统中扮演的角色也将继续转 变。 6月11日至12日，第十八届中国国际煤炭大会在北京举行。会上，多位与会嘉宾对中国 煤炭行业的未来及其可能带来的国际影响展开了讨论。 "进入'十五五'时期，煤炭行业将从总量扩张向弹性调控转变，从粗放开采向创新驱动转 变，从单一能源供应向多能互补保障转变，从经济优先向生态、气候、社会、经济共赢转 变。"中国煤炭工业协会党委委员、副秘书长张宏表示。 中国宏观经济研究院能源研究所原副所长张有生表示，"十五五"时期，煤炭行业要加快 能源供需互促升级、多元融合提升能源供给质量和水平、优化提升区域能源生产力布局、持 续推动能源技术变革和产业升级、深化能源体制改革构建新型生产关系，为加快向新型能源 体系转变打好基础。 目前，印尼是世界第 ...

Group 1 - China and Europe are enhancing cooperation in ecological and green production, focusing on clean energy and technological innovation to address climate change challenges [1][8] - In Eastern Europe, Chinese companies are investing in clean energy projects, such as the 84 MW wind farm in Bosnia, which generates 259 million kWh annually and reduces CO2 emissions by approximately 240,000 tons [2] - In Croatia, a solar project is underway that will become the largest in the country, expected to generate 165 million kWh and reduce carbon emissions by 150,000 tons annually [2] Group 2 - Portugal is expanding cooperation with China in solar and lithium battery sectors, aiming for a solar capacity of 22 GW by 2030, with a lithium battery factory investment of €2 billion [3] - Chinese electric vehicle brands are gaining popularity in Europe, with companies like BYD and Chery establishing local production facilities [4] - Chinese battery manufacturers, such as CATL, are setting up factories in Germany, Hungary, and Spain, supporting local automotive supply chains [4] Group 3 - China is recognized as a leader in the global electrification process, with calls for Europe to learn from its advancements in solar and energy storage technologies [5] - In Northern Europe, China and Norway are collaborating on green shipping and carbon capture, with significant potential for mutual benefits [6][7] - Various projects, including solar power and electric vehicle manufacturing, are being implemented across Europe, showcasing the extensive reach of China-Europe green cooperation [7][8]

Core Viewpoint - The successful issuance of the "Yuanjing Energy ABS" marks a significant step in the securitization of wind energy assets, providing innovative financing solutions for companies with green electricity and ESG needs [1][4]. Group 1: Project Overview - The project has a total issuance scale of 285 million yuan, with a structure designed for a 50-year term and no open exit arrangements during its duration [1]. - The underlying asset is the Weixian Hengpeng Wind Farm in Hebei Province, with a capacity of 100 MW, generating revenue primarily from wind power feed-in tariffs and green environmental rights [1][2]. - The project is the first clean energy holding-type real estate asset-backed security (ABS) in the market, indicating a key advancement in the securitization of wind energy assets [1][4]. Group 2: Financial and Operational Aspects - The issuance of the holding-type ABS allows the company to monetize future stable cash flows, enhancing capital efficiency [2]. - The Weixian Hengpeng Wind Farm is expected to sell approximately 230 million kWh of green electricity annually, significantly contributing to the reduction of carbon emissions [5]. - The project is projected to reduce carbon dioxide emissions by approximately 179,837.46 tons annually compared to traditional coal-fired power generation [5]. Group 3: Market and Policy Context - The project aligns with national goals for carbon reduction and green transformation, as outlined in the 2025 Government Work Report [4]. - The China Securities Regulatory Commission emphasizes the need to enrich the product system for capital markets to support green and low-carbon transitions [4]. - The project is expected to facilitate collaboration among core enterprises and their suppliers, promoting a coordinated decarbonization process across the supply chain [4][6]. Group 4: Investor Engagement and Market Development - The ABS has received strong support from various investors, including insurance funds, banks, and foreign enterprises, indicating high recognition of the asset quality [7][8]. - The innovative structure of the ABS allows for a standardized and shareable investment mechanism, enhancing liquidity and valuation efficiency of the underlying assets [7][8]. - The project is part of a broader initiative by the Shanghai Stock Exchange to develop a multi-tiered REITs market, focusing on clean energy projects [10][12].

大唐华银电力股份有限公司 大唐华银电力股份有限公司 2024 年年度报告摘要 议案 4：关于公司 2024 年度利润分配及公积金转增股本的议 议 案 8 ： 关 于 审 议 公 司 2024 年 度 内 部 控 制 审 计 报 告 的 议 议 案 10 ： 关 于 审 议 公 司 独 立 董 事 2024 年 度 述 职 报 告 的 议 议案 11：关于公司投资开发新能源发电项目的议案........260 议案 12：关于公司投资开发新能源发电项目的议案........264 大唐华银电力股份有限公司 2024 年年度报告摘要 议案 1： 公司 2024 年董事会工作报告 各位股东、董事、监事： 我代表大唐华银电力股份有限公司董事会作 2024 年工作报 告，本议案已经公司董事会 2025 年第 2 次会议审议通过，现提 交公司股东大会，请予审议。 为指导，全面贯彻落实党的二十大和二十届三中全会精神，认真 贯彻落实中央经济工作会议、中央企业负责人会议等精神，认真 贯彻落实党中央、国务院安排部署，聚焦公司"1264"战略，坚 持高质量发展"硬道理"，用好全面深化改革"关键一招"，围 绕脱困攻坚、转型发展"两件 ...

Core Viewpoint - The performance of large-cap actively managed equity funds has shown significant divergence in the first half of 2025, with 18 out of 26 funds achieving positive returns and 8 experiencing negative returns [1][2]. Group 1: Fund Performance - The top-performing fund, Penghua Carbon Neutral Theme, achieved a year-to-date return of 45.83%, while the bottom performer, Xingquan Trend Investment, recorded a decline of 12.01%, resulting in a performance gap of 57.84 percentage points [1][2]. - The funds with positive returns include notable names such as Yongying Advanced Manufacturing Select A with a return of 41.10% and Industrial Bank Frontier Medical A with a return of 16.15% [2][9]. - The performance of Penghua Carbon Neutral Theme was driven by strong stock performance in the first quarter, with some holdings experiencing a maximum increase of 129.37% [3][9]. Group 2: Recent Trends and Market Insights - The medical sector has gained attention due to significant excess returns, with funds like Industrial Bank Frontier Medical A and China Europe Medical Health A showing positive growth [9]. - The consumer sector has faced challenges, with several funds, including E Fund Consumer Industry and Huatai-PineBridge Dingli A, reporting declines [9][11]. - Market dynamics indicate that fund managers focusing on emerging sectors like "dual carbon" and healthcare have outperformed those relying on traditional consumer leaders [11]. Group 3: Fund Manager Insights - Fund managers such as Yan Siqian and Zhang Lu have successfully navigated the market by capitalizing on industry transformations, contrasting with traditional managers who have struggled [11]. - Zhao Yi, a prominent fund manager, has highlighted opportunities in rapidly growing AI-related sectors and high-end manufacturing, indicating a shift in investment focus [11]. Group 4: Future Outlook - As the second quarter approaches its end, the divergence in performance among large-cap funds is expected to continue, with fund managers' repositioning strategies being closely monitored [11].

在全球能源转型浪潮下，储能行业正从单点突破迈向生态协同。近期，宁德时代、中石油、中车株洲 所、海博思创等龙头企业密集签署战略合作协议，覆盖技术研发、市场拓展、产业链整合等多个维 度。 这种"朋友圈"式合作 不仅加速了储能技术的商业化落地， 更重塑了行业竞争格局 ——未来的 储能赛 道，不再是企业的 单打独斗 ，而是生态圈与 生态圈之间的较量 。 一、合资公司：深度绑定、资源共享 中国石油 &宁德时代 文 | 中关村储能产业技术联盟 【导语】 中车株洲所&宁德时代 中车株洲所综合能源事业部与宁德时代 正式 签署 2025 年框架合作协议，双方重点围绕储能系统解 决方案、能源高效利用、微电网建设、智慧能源服务等方 向开展全方位合作，共同开拓市场，引领 技术发展，为客户提供更优的综合能源价值。中车株洲所表示，此次与宁德时代的合作，标志着其全 球化战略布局加速推进。 海博思创 &宁德时代 6月17日，上海市市场监督管理局网站公示， 中国石油集团济柴动力 有限公司与宁德时代新能源科 技股份有限公司新设合营企业案进入公示期，公示期为2025年6月17日至2025年6月26日。合营企 业主要在中国境内从事锂离子电池储能系统 ...

Core Insights - MIT has developed a novel data-driven approach using large language models (LLM) and multi-head neural network architecture to predict and screen the reactivity of cement substitute materials on a large scale [1][2][7] Group 1: Environmental Impact - Cement production accounts for over 6% of global anthropogenic greenhouse gas (GHG) emissions, primarily due to the high-temperature calcination of limestone [1] - With global infrastructure demand expected to increase cement production by 20% by 2050, environmental pressures are anticipated to worsen [1] Group 2: Traditional Substitute Materials - Traditional strategies for cement clinker substitution rely on fly ash and granulated blast-furnace slag, which can replace up to 50% of clinker mass while theoretically reducing GHG intensity by 50% [1] - However, the supply of these materials has decreased from 25% to 17% of total cement production over the past two decades due to reduced coal energy production and increased steel recycling [1] Group 3: Innovative Research Findings - The research identified and quantified over 50,000 natural and industrial by-product materials' reactivity, focusing on 25 types of natural rock that can potentially replace cement clinker [2][4] - The study found that construction and demolition waste, incineration ash, and volcanic rocks possess high reactivity, potentially replacing about 50% of clinker usage, equating to a reduction of 1.2 billion tons of GHG emissions [2][4] Group 4: Data Collection and Methodology - The research team extracted chemical composition data from 88,000 papers, identifying 14,434 materials across 19 predefined categories, significantly expanding the dataset compared to previous studies [4][5] - A comprehensive database was constructed, integrating experimental data from R³ standard tests, covering 318 materials and representing one of the largest datasets for cement substitute materials [4][5] Group 5: Model Architecture and Performance - A multi-task neural network architecture was employed to predict multiple reactivity indicators, enhancing prediction accuracy through cross-task transfer learning [6][9] - The model demonstrated superior performance compared to traditional methods, achieving RMSE values of 28.20 J/g for heat release and 12.17 g/100g for Ca(OH)₂ consumption, with R² values exceeding 0.85 [15][19] Group 6: Future Implications - The findings suggest that AI technologies will play a crucial role in the cement industry, facilitating the discovery and screening of sustainable materials to meet carbon neutrality goals by 2050 [25][26]

Core Insights - The company, Zhejiang Aibener Technology Co., Ltd., is actively expanding its renewable energy products into new markets, particularly in Africa, where nearly 1 billion people lack reliable electricity access [2][4]. Group 1: Company Overview - Dr. Xu Zhiyong, the chairman of Aibener Technology, has extensive experience in overseas research and entrepreneurship, focusing on zero-carbon energy solutions [3]. - The company has developed a portable mobile power source and a solar home energy solution, which includes solar panels and direct current cooking appliances [2][5]. Group 2: Market Expansion - Aibener Technology has launched a pilot project in Cameroon called "MECS STARRS," aimed at addressing energy needs through its self-developed direct current ecosystem [3]. - The company has already implemented multiple microgrid and energy storage systems in Africa, including a 1,000 kWh microgrid for a school in Mozambique, significantly improving the quality of life for local children [5]. Group 3: Strategic Vision - The company recognizes the need to diversify its market presence due to changing international market conditions and has identified opportunities in Africa and South Asia [4]. - Aibener Technology aims to leverage the United Nations' 2030 Sustainable Development Agenda, which emphasizes the importance of clean cooking solutions, to further its business objectives [4]. Group 4: Industry Trends - The shift from labor-intensive to technology-intensive exports in China is evident, with Aibener Technology exemplifying this transition through its innovative renewable energy products [6]. - The exploration and development of renewable energy solutions in Africa by Aibener Technology may serve as a model for other Chinese enterprises seeking new avenues in foreign trade [6].

Core Insights - The 2025 International Hydrogen and Fuel Cell Vehicle Conference and Exhibition (FCVC) was held in Shanghai, focusing on the opportunities in hydrogen energy and fuel cell vehicles [1] - Hydrogen energy is seen as a crucial element in achieving carbon neutrality, particularly in the transportation and industrial sectors, with significant potential for fuel cell vehicles, especially in heavy-duty commercial vehicles [3][5] - The Chinese government is providing a favorable policy and market environment for the hydrogen and fuel cell vehicle industry, which is expected to grow significantly in the coming years [4] Industry Developments - The hydrogen fuel cell vehicle industry in China is transitioning from demonstration applications to large-scale development, facing challenges such as small industry scale and insufficient economic viability [7] - The Chinese fuel cell vehicle market has the highest number of commercial vehicles globally, with a rapidly maturing supply chain and technology capabilities [5] - The upcoming years are predicted to see a significant increase in renewable energy generation, with hydrogen energy playing a vital role in this transition [5] Technological Innovations - Innovations in high-power products are advancing rapidly, with successful commercial operations in various applications such as port logistics and industrial areas [8] - The exhibition showcased nearly 300 companies presenting cutting-edge technologies and products across the hydrogen energy and fuel cell vehicle industry, covering a wide range of new hydrogen-powered products [8] Policy and Collaboration - There is a call for enhanced top-level design and timely policy support to avoid gaps in hydrogen energy and fuel cell vehicle industry development [7] - International cooperation and standardization are essential for overcoming barriers to large-scale hydrogen energy application [6]