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 | 14:20-14:45 | 化氮技术的突破 | 张佳瑶 | 金宏气体股份有限公司研发工程师 | | --- | --- | --- | --- | | 14:45-15:10 | 面向溶剂纯化与资源化的分子选择 | 杨昊 | 南京大学副教授 | | | 型有机框架膜 | | | | 10日 | | ...

Group 1 - The company reported a revenue of 36.441 billion yuan and a net profit of 2.961 billion yuan for the year 2024, with total assets reaching 56.836 billion yuan, while accelerating its transition to renewable energy and hydrogen sectors under the "dual carbon" strategy [1] - The coal segment achieved a record raw coal production of 39.8329 million tons, a year-on-year increase of 78.52%, and external sales of 47.234 million tons, up 52.39% year-on-year [2] - The company has been recognized as a national high-skilled talent training base and a national high-tech enterprise, with over 400 patents granted in 2024, indicating a strong focus on technological innovation [2] Group 2 - The company plans to implement a differentiated dividend plan, distributing a cash dividend of 6.22 yuan per 10 shares (tax included), with an actual cash distribution of 0.7 yuan per share (tax included), resulting in a dividend payout ratio of 151.16% of net profit [2] - In 2025, the company aims to enhance management through improved production efficiency, cost optimization, and safety control, while accelerating the approval of eastern mining projects [3] - Key transformation projects such as the large-scale application of hydrogen fuel trucks, the demonstration project for differentiated coal utilization of 15 million tons, and advancements in CCUS technology will be accelerated to drive high-quality development [3]

头豹行业概览| 2025/02 www.leadleo.com 2024年 中国绿色甲醇行业概览：双碳战略驱动千亿 级清洁能源赛道，产业链爆发式增长前瞻 China Green Methanol Industry 中国のグリーンメタノール産業 （精华版） 概览标签：清洁能源、清洁燃料 主笔人：张诗悦 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。 头豹行业概览 | 2025/02 报告要点速览 中国绿色甲醇行业正加速发展，以生物质气化、电制甲醇等技术为核心，覆盖航运、化工、储 能及工业锅炉四大领域。国际海事组织减排目标与中国"双碳"政策形成双重驱动，推动绿色甲醇 替代传统高碳燃料。当前技术路线中， ...

声明： 因水平有限，错误不可避免，或有些信息非最及时，欢迎留言指出。本文仅作生物能源相关领域介绍，本文不构成任何投资建议！转载请注明来源！ 4月23日上午， 北京海新能源科技股份有限公司 （以下简称"海新能科"， 股票代码：300072）旗下 山东三聚生物能源有限公司 （以下简称"山东三 聚"）举行 20万吨/年生物柴油异构项目 中交仪式 ，标志着该项目由建设阶段正式转入试生产阶段，将成为海新能科厚积产业优势，打造生物能源板块 高质量发展的新引擎。 图源 海新能科 此次异构项目作为 海淀区委区政府 与 海国投集团 锚定"双碳"战略，以科技赋能、创新驱动双向发力，与 莒县政府 实现优势互补、互利共赢的合作典 范，为地方经济发展注入"绿色动能"。 同时，山东三聚20万吨/年生物柴油异构项目作为海新能科打造 生物能源产业集群 的重要一环，实现了从原料供应、生产加工到产品销售的全产业链协 同发力。 该项目依托山东三聚现有40万吨/年生物能源项目进行建设， 新建中心控制室、20万吨/年生物柴油异构装置及与其配套的储运系统、公用工程系统，经 临氢异构等工艺对烃基生物柴油进行产品升级。 项目预计将于 2025年5月投产 ， ...

Core Viewpoint - The company has successfully transitioned its business strategy from "live e-commerce" to "direct e-commerce," resulting in significant cost control and revenue growth in its core snack food category [1][2]. Group 1: Financial Performance - The company reported an operating income of 161 million yuan, with 88.52% derived from direct e-commerce [1]. - Management expenses decreased significantly by 44.13%, amounting to 54.37 million yuan [1]. - The gross merchandise volume (GMV) for the core snack food category reached 218 million yuan, with a total order quantity of 2,513,701 [1]. Group 2: Strategic Initiatives - The company plans to invest more resources into developing its proprietary food brands and will focus on enhancing product recognition and marketing [1]. - A multi-brand and multi-channel strategy is being formed, leveraging sales advantages on platforms like Kuaishou and Douyin, with Douyin's direct sales revenue reaching 31.89 million yuan, a year-on-year increase of 1,277.97% [2]. - The company aims to expand its sales channels to include WeChat video accounts, Pinduoduo, JD.com, and Taobao live streaming [2]. Group 3: New Energy Business - The company is entering the new energy sector through lithium mining acquisitions and investments in new energy storage batteries, although this segment has not yet generated significant revenue [2]. - The new energy business is part of a strategic upgrade aligned with the "dual carbon" strategy, focusing on a three-dimensional driving system of resource development, technology research, and capital operation [2]. - The company is advancing mining and selection engineering projects to enhance resource utilization efficiency, with infrastructure for lithium mines nearing completion [2]. Group 4: Future Outlook - The company is establishing a new energy industry fund in collaboration with local government resources, which is progressing as planned [3]. - The focus will remain on enhancing profitability and risk resilience while optimizing business layout and resource allocation to support future transformation [3].

Core Viewpoint - The company, Zhongchumai New Materials Co., Ltd., has released its 2024 annual report summary, highlighting its financial performance, business operations, and future development plans. Group 1: Financial Performance - The company plans to distribute a cash dividend of 3.50 yuan per 10 shares, totaling approximately 60.59 million yuan, which accounts for 41.64% of the net profit attributable to shareholders [4][5]. - The company has not reported any significant risks that could materially affect its operations during the reporting period [2]. Group 2: Business Overview - Zhongchumai primarily engages in the research, production, and sales of specialty molecular sieves and catalytic new materials, serving various industries including environmental protection and energy chemistry [6][7]. - The company has developed a diverse product matrix covering molecular sieves, catalysts, and fine chemicals, with a focus on innovation and independent research and development [7][12]. Group 3: Product Applications - The main products include specialty molecular sieves and catalysts, which are crucial for clean production in energy and fine chemical sectors, as well as environmental remediation [8][11]. - The company’s products, particularly the CHA structure molecular sieve, are designed to meet stringent emission standards and are used in both mobile and fixed source denitrification applications [9][10]. Group 4: Industry Context - The global industrial catalyst market is projected to reach approximately $22.3 billion in 2024, with a growth rate of about 3.8% annually, driven by the expansion of emerging economies [29][30]. - The catalyst industry in China is experiencing a shift towards domestic production, with a focus on reducing reliance on imports and enhancing local manufacturing capabilities [30][35]. Group 5: Future Development Trends - The company aims to strengthen its global business layout by leveraging its technological advantages and responding to the increasing demand for environmental protection technologies [35][40]. - Continuous investment in research and development is expected to enhance product performance and reduce production costs, aligning with the industry's shift towards greener and more efficient processes [39][40].

Core Viewpoint - The company, Jiangsu Zhongtian Technology Co., Ltd., reported a revenue of 48.055 billion yuan for 2024, representing a year-on-year increase of 6.63%, while the net profit attributable to the parent company was 2.837 billion yuan, a decrease of 8.94% compared to the previous year [5][4]. Group 1: Company Overview - The company adheres to the operational principle of "solid foundation and innovative development," focusing on green energy and digital construction, and aims to become a global leader in energy network solutions [5][6]. - The company has a backlog of orders in the energy network sector amounting to approximately 31.2 billion yuan, with significant contributions from marine series, grid construction, and new energy projects [5]. Group 2: Business Performance - In the energy network segment, the company is actively involved in the green energy transition, emphasizing the development of high-tech, high-value products [5][6]. - The company has achieved several technological breakthroughs in the marine cable sector, contributing to the growth of the offshore wind power industry and enhancing its competitive edge [6][7]. Group 3: International Expansion - The company has seen continuous growth in its international marine business, with significant demand from offshore wind power and marine oil and gas sectors, particularly in Europe and the Asia-Pacific region [11][12]. - The company successfully delivered a 230kV submarine optical cable project in the Middle East and secured contracts for high-voltage projects, marking its position as a key supplier in the international oil and gas industry [11][12]. Group 4: Technological Innovation - The company is committed to technological innovation, with multiple products achieving international leading standards, particularly in high-performance cables and energy systems [12][13]. - The company has developed a range of new products that have passed evaluations by the China Electric Power Enterprise Federation, with five products reaching international leading levels [13][14]. Group 5: Green Energy Initiatives - The company is actively participating in the construction of new power systems and has made significant advancements in high-voltage cable technology, contributing to the global green energy transition [12][15]. - The company has established a comprehensive service capability in the photovoltaic sector, aiming to become a leading EPC service provider in the industry [16][17]. Group 6: Communication Network Development - The company is focusing on the deployment of 5G networks and the integration of AI technologies, driving innovation in the communication sector [22][23]. - The company has launched several new technologies in the optical communication field, enhancing its product offerings and market competitiveness [25][26].

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 | 张晨 | 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 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 ...