Workflow
碳中和
icon
Search documents
我们从职业本科毕业了 | 马松琛:“油田小子”的自我探索之旅
编者按: 2019年,职业本科高校进入公众视野。截至目前,这类高校已达87所。经过梳理,今年将有7所公办职 业本科高校迎来其首届本科毕业生,他们就业、创业、考公考编、考研究生,我们将目光聚焦这类高校 的首届毕业生,讲述他们拥有的独特学习经历和对未来职业生涯的美好憧憬。 中青报·中青网见习记者 李思 记者 樊未晨 "我在职业本科高校度过了非常丰富的大学生活,顺利地毕业并找到了满意的工作,希望社会大众也能 多多了解认可它。"河北石油职业技术大学石油工程技术专业首届职教本科毕业生马松琛真诚地说。 被问及为何会选择一所职业本科院校时?马松琛坦言:"其实我的高考成绩,使我的选择比较有限。结 合喜欢动手实践的性格特点,我独立作出了这个决定。河北石油职业技术大学也是我的第一志愿,幸运 地被录取了。" 目前,马松琛正在作入职中国石油天然气股份有限公司(以下简称"中石油")大港油田分公司的准备工 作。 而他和大港油田的渊源远不止于此。其实,大学之前,他一直生活在大港油田,是一名"油田小子"。油 田的生活影响了他的学校、专业选择,更重要的是涵养了他踏实、实干、爱动手的性格特质。 离开生活了18年的油田区、进入大学,在抓紧理论课学 ...
趋势研判!2025年中国液碱行业产业链、市场发展规模、重点企业及发展趋势分析:集中度进一步提高,市场需求保持稳定增长态势 [图]
Chan Ye Xin Xi Wang· 2025-07-10 01:45
Core Viewpoint - The liquid caustic soda (liquid alkali) industry in China is experiencing stable growth driven by government support, technological innovation, and changes in competition and environmental policies, with a projected production increase in the coming years [1][6][20]. Industry Definition and Classification - Liquid caustic soda, chemically known as sodium hydroxide solution (NaOH), is a colorless and transparent liquid produced by dissolving solid caustic soda in water. It can be categorized into different concentrations, primarily 32% and 50% [2][3]. Current Industry Status - The liquid caustic soda industry is a significant high-energy-consuming sector. Post-COVID-19, global demand for liquid caustic soda is increasing, with a projected global production of 7,662.6 million tons in 2024, up by 236.8 million tons from 2023 [6][8]. Production and Demand Forecast - In China, the liquid caustic soda production is expected to reach 3,415.85 million tons in 2024, an increase of 68.94 million tons from 2023, with demand projected at 3,348.85 million tons [8][10]. Market Size and Pricing - The market size for liquid caustic soda in China is estimated at 75.329 billion yuan in 2024, a decrease of 13.181 billion yuan from 2023, with an average price of 2,249.4 yuan per ton [10][20]. Industry Chain - The liquid caustic soda industry chain includes upstream raw materials such as salt (NaCl) and limestone, midstream production primarily through electrolysis, and downstream applications across various sectors including chemical, textile, and food industries [12]. Competitive Landscape - The liquid caustic soda industry is capital-intensive, with major players including Tangshan Sanyou Chemical, Binhai Chemical Group, Zhejiang Juhua, and Jiangsu Meilan Chemical. The industry is seeing increased concentration due to government reforms and environmental policies [14][16]. Key Enterprises - Major companies in the liquid caustic soda sector include: - Binhai Chemical Group, with a production capacity of 610,000 tons and a revenue of 2 billion yuan in 2024 [16]. - Ningxia Yinglite Chemical, producing 211,000 tons of caustic soda in 2024, with a revenue of 394 million yuan [18]. Development Trends - The liquid caustic soda industry is expected to maintain stable growth, influenced by chlorine-alkali balance, renewable energy demand, and environmental policies, indicating a promising future [20].
研判2025!中国废弃资源综合利用行业政策汇总、产业链图谱、营业收入、利润总额及未来前景展望:格林美营业收入瑶瑶领先[图]
Chan Ye Xin Xi Wang· 2025-07-10 01:45
Core Viewpoint - The comprehensive utilization of waste resources in China is becoming increasingly important for sustainable urban development, driven by rising waste generation and the need for resource recycling under the "carbon peak and carbon neutrality" framework [1][12]. Market Overview - The waste resource comprehensive utilization industry in China is projected to achieve an operating income of 1,204.3 billion yuan in 2024, with a year-on-year growth of 2.70%, and a total profit of 22.82 billion yuan, also reflecting a growth of 2.61% [1][12]. - In the first four months of 2025, the industry has already completed an operating income of 377.67 billion yuan, generating a profit of 4.1 billion yuan [1]. Market Policies - A series of supportive policies have been issued to encourage the development of the waste resource comprehensive utilization industry, including guidelines for recycling systems and promoting green manufacturing [4][6]. Industry Chain - The upstream of the waste resource comprehensive utilization industry includes various sources of waste, such as residential, industrial, commercial, and agricultural waste, with collection channels including individual recyclers, community recycling stations, and direct collection by enterprises [7]. - The midstream involves the production of recycled products, utilizing recycled materials in various sectors, such as metals, plastics, paper, and construction materials [8]. Competitive Landscape - The industry is characterized by a large number of participants and a fragmented market structure, with 3,841 scale enterprises reported in 2024, marking an increase of 11.43% [16]. - Major companies in the industry include GreenMe, ShouChuang Environmental Protection, Camel Group, and others, with GreenMe leading in revenue at 33.2 billion yuan in 2024 [17][18]. Company Analysis - GreenMe has positioned itself as a leader in the waste recycling industry, achieving an operating income of 33.2 billion yuan, with 7.44 billion yuan from waste resource utilization, accounting for 22.4% of total revenue [20]. - Yiqiu Resources focuses on recycling aluminum, generating 6.999 billion yuan in total revenue, with 6.981 billion yuan from waste resource utilization, representing 99.74% of its total income [22]. Development Trends - Future trends indicate a collaborative approach among waste resource utilization enterprises and their upstream and downstream partners to enhance resource efficiency and economic benefits [24]. - There is an anticipated expansion into overseas markets, particularly in Southeast Asia and Africa, leveraging technological advantages to increase resource acquisition and market share [24].
源头降碳与碳移除“双轨”方案有望加速减排
Huan Qiu Wang Zi Xun· 2025-07-10 01:45
针对这些问题,研究人员提出分别独立设定源头减碳目标和碳移除目标的策略。通过设定这两个降碳目 标,用"两条腿"走路,合力实现总体的净零目标。研究人员认为,源头减碳与碳移除并非对立的关系, 应该同时为两者设定各自的目标,这不仅有助于加快减排进程,还能促进碳移除技术的发展,破解碳移 除和全球减碳的困局。 研究表明,与未明确区分源头减碳和碳移除目标的做法相比,单独设定目标在短期降碳、碳中和实现年 份、负碳排放出现的时间点以及最大升温幅度等方面,都能带来更好效果。 据介绍,全球降碳的关键,一方面是源头减碳,如采用风电、氢燃料等能源,降低化石燃料使用比例; 另一方面是后期除碳,如采用植树造林、空气捕集碳等方法,降低大气中碳浓度。 当前,源头减碳是世界各国的重要抓手。但是,按照目前的碳排放速度,如果要达到2100年温升不超过 1.5℃的目标,剩余的碳预算可能在未来5年内耗尽。因此,单纯从源头减碳无法满足给地球降温设定的 目标。在这一背景下,碳移除是实现全球碳排放降低、给地球降温的重要举措。然而,目前全球气候政 策仅关注实现碳净零排放,并未具体说明如何平衡源头减碳与后期碳移除。"将减排期望寄托于未来的 碳移除,如同使用信用卡 ...
【环时深度】毁绿保油气,美能源政策加速“开倒车”
Huan Qiu Shi Bao· 2025-07-09 22:57
特朗普曾多次表达对新能源的反感。他接受采访时说过:"我不希望大风车毁了我们的家园,我不希望让太阳能板延伸好几公里,以一种极其丑陋 的方式覆盖半座山。"他还在演讲中称:"风力发电机(的声音)会逼疯鲸鱼。" "我们相信,在终止'绿色新骗局'补贴方面,美国政府与我们立场一致。我们相信,未来90%以上的项目都将被终止。"据美国"政治新闻网"报道, 得克萨斯州共和党众议员奇普·罗伊在"大而美"法案通过后这样表示。罗伊来自众议院"自由核心小组",该小组被认为是众议院内部的"强硬保守 派"。另一位来自该小组的众议员拉尔夫·诺曼则透露,他们最终被说服支持该法案,是因为特朗普承诺政府将采取行动,限制风能或太阳能项 目。 " 重拾化石能源、打击可再生能源 " "从政策取向上看,特朗普两届任期的能源政策目标清晰,都是以化石能源优先、放松监管和减少对可再生能源支持为特征。"复旦大学环境科学 与工程系教授、城市环境管理研究中心主任包存宽对《环球时报》记者分析称,特朗普第一任期的能源政策聚焦于撤销奥巴马的清洁能源政策, 第二任期则通过"大而美"法案深化这一方向,力度更大、更具系统性,例如取消《通胀削减法案》的清洁能源税收抵免、支持核能和 ...
内蒙华电: 内蒙古蒙电华能热电股份有限公司发行股份及支付现金购买资产并募集配套资金暨关联交易报告书(草案)摘要
Zheng Quan Zhi Xing· 2025-07-09 16:23
Group 1 - The core point of the article is that Inner Mongolia Mengdian Huaneng Thermal Power Co., Ltd. plans to acquire 70% equity of North Blue Flag Wind Power and 75.51% equity of North Duolun through a combination of issuing shares and cash payment, while also raising supporting funds from no more than 35 specific investors [10][11][12] - The transaction involves the issuance of shares and cash payment for asset acquisition, with the total transaction price for North Blue Flag Wind Power set at 311,696.13 million yuan and for North Duolun at 344,297.33 million yuan [10][11] - The company aims to enhance its asset scale and profitability through this transaction, with expected increases in net profit and earnings per share post-transaction [17][15] Group 2 - The transaction will not change the company's main business scope, which includes thermal power generation, heating services, and renewable energy generation [14] - The shareholding structure will change, with North Company and its concerted actions holding 46.77% before the transaction and 41.51% after, while total shares will increase from 652,688.78 million to 735,387.35 million [14] - The company has committed to protecting the rights of minority investors by ensuring strict compliance with information disclosure obligations and fair pricing for the transaction [22][21]
恩捷股份: 公司2025年半年度业绩预告
Zheng Quan Zhi Xing· 2025-07-09 16:13
Performance Forecast - The company expects a net loss attributable to shareholders of between 82.65 million and 107.35 million yuan, compared to a profit of 291.03 million yuan in the same period last year [1] - The basic earnings per share are projected to be a loss of 0.09 to 0.11 yuan per share, down from a profit of 0.30 yuan per share in the previous year [1] Reasons for Performance Change - The main reason for the loss is a decline in the gross margin of the lithium battery separator products compared to the same period last year [2] - The company is experiencing losses in its aluminum-plastic film, dry lithium battery separator, and some forward-looking business segments [2] - The company is accelerating the construction of overseas production bases for wet lithium battery separators, which is putting short-term pressure on performance due to operational costs [2] - The company plans to make provisions for inventory impairment based on prudence, which will further reduce current profits [2] Business Strategy and Outlook - The company will continue to focus on the lithium battery separator business and deepen its efforts in the new energy sector [2] - There is a positive market demand and development outlook for lithium battery separator products, supported by the global energy transition and carbon neutrality goals [1]
零碳园区建设快步跑 新能源高水平消纳迎新路径
Zheng Quan Ri Bao· 2025-07-09 15:48
本报记者 殷高峰 国家发展改革委、工业和信息化部、国家能源局日前发布《关于开展零碳园区建设的通知》(以下简称《通知》)。 《通知》明确零碳园区建设的基本条件,并部署了8方面重点任务,支持有条件的地区率先建立一批零碳园区,为有计 划、分步骤推进各类园区低碳化、零碳化改造指明了方向。 今年以来,各地政府纷纷出台相关政策支持零碳园区建设。四川明确到2027年,力争在全省打造一批零碳工业园区;江苏 无锡启动"零碳园区建设三年行动",三年内建成10家以上零碳园区;陕西目前已经制定《陕西省零碳或近零碳工业园区评价指 标体系(试行)》,系统谋划零碳目标与路径,以及能源消耗、资源利用、运行管理等低碳化指标;西安将遴选10家单位开展 零碳(低碳)工厂和园区试点建设,推动分布式光伏、氢能、智能微电网、新型储能、绿电聚合供应等低碳技术落地应用,形 成可复制、可推广的经验和模式。 此次《通知》提出,支持有条件的地区率先建成一批零碳园区,逐步完善相关规划设计、技术装备、商业模式和管理规 范,有计划、分步骤推进各类园区低碳化零碳化改造,助力园区和企业减碳增效,为实现碳达峰碳中和目标提供坚实有力支 撑。 国家发展改革委将会同有关方面对地方 ...
2024年中国电力设备出海白皮书:新周期开启,出海正当时
Tou Bao Yan Jiu Yuan· 2025-07-09 12:13
2024年中国电力设备出海白皮书 ——新周期开启,出海正当时 2024 China Power Equipment Overseas Industry 2024中国電力設備海外産業 精简版 www.leadleo.com 研究区域范围:全球及中国地区 研究周期:2023年-2024年 概览标签:电力设备、变压器、高压开关、电线电缆、智能电表 报告主要作者:文上 2024/12 1 www.leadleo.com 400-072-5588 ©2022 LeadLeo 报告提供的任何内容(包括但不限于数据、文字、图表、图像等)均 系头豹研究院独有的高度机密性文件(在报告中另行标明出处者除外 )。 ,任何人不得以任何方式擅自复制 、再造、传播、出版、引用、改编、汇编本报告内容,若有违反上述 约定的行为发生,头豹研究院保留采取法律措施,追究相关人员责任 的权利。头豹研究院开展的所有商业活动均使用"头豹研究院"或"头豹 "的商号、商标,头豹研究院无任何前述名称之外的其他分支机构, 也未授权或聘用其他任何第三方代表头豹研究院开展商业活动。 报告说明 在能源转型以及发达经济体老旧电网设备更新等因素推动下,欧洲、 亚洲、美洲 ...
威力传动(300904) - 2025年7月9日投资者关系活动记录表
2025-07-09 11:30
证券代码:300904 证券简称:威力传动 | 为进一步巩固和扩大国际市场份额,公司将继续增强服务能力、 | 深化客户关系、优化供应链管理。通过坚定不移地推进海外市场布 | | | | | | | --- | --- | --- | --- | --- | --- | --- | | 局的战略目标,公司致力于在全球范围内提升自身的影响力和竞争 | 力,力争成为国际风电市场的领先供应商。 | | | | | | | 6、公司对风电行业景气的持续情况怎么看? | | | | | | | | 答:根据全球风能理事会(GWEC)发布的《2025 | 全球风能报告》, | 2025-2030 | 年风电行业新增装机容量预计复合年平均增长率为 | | | | | 8.8%,到 | 2030 | 年全球风能容量将增加 | 981GW。 | 大力发展可再生能源已成为纵深推进能源革命、保障国家能源 | | | | 安全的重大举措,也是加快生态文明建设、实现可持续发展的客观 | 要求,国家政策层面也将持续推进支持建设,如:发改委发出的《关 | | | | | | | 于统筹节能降碳和回收利用加快重点领域产品设备更新改造的指导 | ...