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【香江观察】二十万亿港元的分量
Sou Hu Cai Jing· 2025-12-20 23:20
香港特区政府统计处发布的数据显示,截至2024年底,香港外来直接投资总存量超过20万亿港元,同比 上升9.1%。同时,香港向外直接投资总存量增加到18.89万亿港元,同比上升6.7%。20万亿港元相当于 香港2024年本地生产总值的631%,在全球经济体排名中名列前茅。 资本不会青睐动荡的环境,20万亿港元的新高证明了全球投资者对香港"确定性"的认可。香港在近日完 成了对反中乱港首恶分子黎智英的定罪。今天的香港,维护国家安全法律制度和执行机制愈加健全。外 部势力和反中乱港分子肆无忌惮、为所欲为的日子已经一去不复返。更早之前,香港完成了新一届立法 会选举,这是香港特区全面落实"爱国者治港"原则、巩固发展符合香港实际高质量民主的又一次成功实 践,彰显了"一国两制"制度优势和新选举制度先进性优越性。正是筑牢国家安全屏障和落实"爱国者治 港"为香港注入最大的"确定性",让全球投资者对香港保持长期繁荣稳定充满信心。 近年来,香港特区政府主动担当,积极作为,成立了引进重点企业办公室、人才服务办公室,面向全球 招商引才,促成了一大批企业和优秀人才到港投资兴业。引进重点企业办公室成立3年来,已经引进重 点企业102家,累计带 ...
不用“烧开水”,这项发电技术成功商运!
Xin Hua Wang· 2025-12-20 15:00
Core Viewpoint - The successful operation of the world's first commercial supercritical carbon dioxide power generation unit, "Super Carbon No. 1," in Liupanshui, Guizhou, marks a significant advancement in power generation technology, utilizing supercritical carbon dioxide for waste heat recovery [3][4]. Group 1: Technology Overview - "Super Carbon No. 1" is a 15-megawatt supercritical carbon dioxide waste heat power generation project developed by China National Nuclear Corporation and other partners [3]. - The technology operates by using supercritical carbon dioxide, which is maintained at temperatures above 31 degrees Celsius and pressures exceeding 73 atmospheres, to drive turbines and generate electricity [3][4]. - This innovative method departs from traditional steam-based power generation, enhancing efficiency by over 85% compared to previous waste heat steam power generation technologies [4]. Group 2: Economic Impact - The new system is expected to generate an additional 70 million kilowatt-hours of electricity annually, translating to an increase in revenue of nearly 30 million yuan [4]. - The compact design and high efficiency of the "Super Carbon No. 1" system allow for a 50% reduction in space requirements, making it a viable option for various industries [4]. Group 3: Industry Implications - The steel and cement industries, which are major energy consumers and carbon emitters, stand to benefit significantly from the implementation of this technology, contributing to carbon reduction efforts [4]. - The technology's potential application across the country could lead to transformative changes in waste heat utilization in not only the steel industry but also in cement and glass sectors [4]. - Future projects, such as the "molten salt energy storage + supercritical carbon dioxide power generation" demonstration, are already in the pipeline, with expectations for completion by 2028 [4][5].
长三角“政企金学”共话ESG实践 共筑可持续未来
Xin Lang Cai Jing· 2025-12-20 12:56
场。 王刚 摄 中新网杭州12月20日电(奚金燕)20日,以"责任·价值·未来"为主题的"ESG:迈向可持续未来的责任担 当"活动在浙江杭州举办。现场,来自长三角的政府部门、企业家、学者与金融机构代表深入探讨ESG 赋能区域可持续未来的路径与可能,并发起了筹备"ESG影响力联盟"倡议。 活动现 ESG体系建设与绿色发展理念的深度践行,离不开系统化、多层次的传播体系支撑。武汉双碳产业研究 院院长阎忠宁现场发布了"2025年度绿色低碳视听传播影响力案例推荐"。据悉,案例征集活动启动以 来,收到新闻专题片、纪录片、微电影等各类作品,最终评选出推荐入围作品16件,包括人民网选送的 《高质量发展故事汇|藏羚羊"奶爸"》、中国新闻网选送的《第30届联合国气候变化大会:三十年,中 国这样拥抱绿水青山》。 在ESG理念深度融入全球商业版图的当下,越来越多企业正以创新实践,积极探寻可持续发展的新路 径。现场还发布了三大ESG年度分析报告,分别聚焦浙江省上市企业、国有企业、民营企业三大群体, 通过样本分析和深度调研,综合呈现了企业践行ESG的成效与短板,并从多维度前瞻性地提出了建议。 正如报告所披露的,当前企业践行ESG正从"被 ...
二氧化碳能用来发电了!
Xin Lang Cai Jing· 2025-12-20 09:50
Core Viewpoint - The successful operation of the world's first commercial supercritical carbon dioxide power generation unit, "Super Carbon No. 1," marks a significant advancement in transitioning supercritical carbon dioxide power generation technology from laboratory to commercial application [1]. Group 1: Technology Overview - "Super Carbon No. 1" generates electricity by heating and pressurizing liquid carbon dioxide to a supercritical state, which allows it to store more energy and reduces flow resistance compared to traditional steam generation methods [3][4]. - The supercritical carbon dioxide power generation process involves four steps: compression, heating, expansion, and cooling, which enhances energy efficiency [4]. Group 2: Efficiency and Output - The efficiency of "Super Carbon No. 1" can improve by over 85% compared to existing sintering waste heat steam power generation technologies, resulting in an additional annual electricity output of over 70 million kilowatt-hours [4]. Group 3: Future Applications - A new energy storage and power generation demonstration project combining molten salt storage and supercritical carbon dioxide power generation is expected to commence construction in Xinjiang in the first half of 2026 [5]. - The technology has broad application prospects in offshore oil and gas drilling platforms and large vessels, offering advantages such as high efficiency, compact systems, fewer auxiliary systems, and a 50% reduction in space requirements [6]. - Supercritical carbon dioxide technology can effectively utilize industrial waste heat, contributing to energy conservation and carbon reduction efforts in traditional industries like steel and cement [6].
【智库研报】纯碱工业“变天”了
Xin Lang Cai Jing· 2025-12-20 08:47
位于内蒙古西端巴丹吉林沙漠腹地的博源阿拉善塔木素天然碱项目,近日全面建成投产,向市场源源不断地释放优质绿色的天然碱产品,成为纯碱行业一 个新的里程碑事件。阿碱项目是博源集团在"十四五"期间重点打造的"一号工程"。该项目遵循"统一规划、统一设计、分期施工、分期投产"的原则推进, 设计总规模为年产780万吨纯碱、200万吨小苏打,概算总投资达246亿元。 其中,一期项目建设年产500万吨纯碱、40万吨小苏打装置,已于2023年6月28日投产,次年即实现达产达标。目前一期项目已累计生产各类产品1100多万 吨,贡献产值150多亿元,纳税总额超10亿元。 天然碱发展进入产能爆发期 中国纯碱工业进入"以天然碱为主导"的不可逆进程 中国近代化学工业从纯碱起步,范旭东、侯德榜等第一代化工人践行的"实业报国、自主创新"理想,成为了百年来中国化学工业的内核与底色。跨入新时 代,中国产业变革进入高质量发展的新纪元,纯碱行业又率化工各行各业之先,迎来了"百年未有之大变局"——顺应世界发展大势、符合产业发展潮流的 天然碱产业快速崛起,从产业配角加速向产业主角转换;而百年来持续发展壮大的化学制碱(氨碱、联碱)产业,在残酷的性价比劣势和 ...
二氧化碳能用来发电了!“超碳一号”成功商运
Xin Lang Cai Jing· 2025-12-20 07:48
Group 1 - The world's first commercial supercritical carbon dioxide power generation unit, "Super Carbon No. 1," has successfully commenced operation in Liupanshui, Guizhou, marking a significant advancement in power generation technology [3] - The "Super Carbon No. 1" demonstration project, a 15-megawatt supercritical carbon dioxide waste heat power generation system, is a collaborative effort between China National Nuclear Corporation, JISCO International Engineering Technology Co., Ltd., and Shougang Water City Steel Group [3] - This innovative technology utilizes supercritical carbon dioxide as a working fluid, operating at temperatures above 31 degrees Celsius and pressures exceeding 73 atmospheres, to generate electricity more efficiently than traditional methods [3][4] Group 2 - The efficiency of the "Super Carbon No. 1" technology is reported to be over 85% higher than previous waste heat steam power generation technologies, with net power generation increasing by more than 50% [4] - The project is expected to generate an additional 70 million kilowatt-hours of electricity annually, resulting in an increase in revenue of nearly 30 million yuan [4] - The technology is seen as a practical solution for energy conservation and carbon reduction in traditional industries such as steel and cement, which are major energy consumers and carbon emitters [4] Group 3 - The "Super Carbon No. 1" system is noted for its compact design, reduced auxiliary systems, and rapid response capabilities, potentially reducing space requirements by 50% [4] - If applied nationwide, this technology could revolutionize waste heat utilization not only in the steel industry but also in other sectors like cement and glass [4] - A new demonstration project combining molten salt energy storage with supercritical carbon dioxide power generation is set to begin in 2024, with expectations for completion by 2028 [4][5]
ESG战略升级:AI与绿色金融赋能 从成本压力到全球竞争力??
Jing Ji Guan Cha Bao· 2025-12-20 07:17
吴强表示,此前,ESG工作面临数据准确性不足、认证难度大、可用性有限等瓶颈,制约了企业的披露 与合规效率。随着大语言模型及人工智能技术的快速发展,相关数据处理与验证能力显著提升,为ESG 信息管理带来了可操作空间与技术突破。 "通过将此类新技术引入企业信息系统,可进一步优化数据采集、清洗、核验与分析流程,有效降低 ESG实施成本、提升信息质量,从而增强企业持续开展ESG实践的意愿。"吴强说。 在监管推动下,越来越多A股公司积极主动发布ESG报告,但报告同质化、披露不完整不均衡、报喜不 报忧的现象较为突出,与国外成熟市场尚有差距。如何进一步推动国内ESG信息披露标准与国际接轨? 安永大中华区ESG可持续发展主管合伙人李菁认为,A股ESG信息披露已从自愿走向强制,上市公司应 深度应用三大交易所发布的《上市公司可持续发展报告指引》与财政部《企业可持续披露准则——基本 准则(试行)》等规则体系,这些框架在设计时便充分考量了与国际主流标准的兼容性,借鉴了国际通行 的"治理、战略、风险管理、指标与目标"四要素结构,并在气候变化等关键议题上与国际要求保持高度 一致。 MSCI评级数据显示,MSCI中国A股指数成分股中,全球 ...
易事特 光储充事业部总经理 马强:易事特风光储充一体化赋能 “AI+新能源”产业创新发展
起点锂电· 2025-12-20 07:04
Core Viewpoint - The article discusses the integration of AI and renewable energy in the context of energy transformation and storage solutions, highlighting the importance of data centers and energy management in supporting the growth of AI-driven industries [3][11]. Industry Background - The energy sector is undergoing a transformation driven by AI and the dual carbon goals of 3060, with new policies guiding the renewable energy landscape [3]. - AI's growth is closely linked to energy demand, particularly in data centers, which require stable power supply to support their operations [3]. Company Solutions - The company offers modular data center solutions, including edge computing and large-scale data centers, to meet diverse energy needs [5]. - It provides comprehensive energy solutions for AI, including distributed and centralized wind power, and various solar energy applications [6]. - The company has developed a full range of charging solutions, including AC and DC charging stations, and energy storage systems for residential and commercial use [7]. Market Applications - The company targets high-energy-consuming industries with commercial energy storage solutions that leverage peak and valley price arbitrage [6]. - It has established a presence in international markets, particularly in residential energy storage, which is gaining traction in regions like Australia and Europe [8]. Innovative Products - The company has introduced a mobile energy storage robot that autonomously charges vehicles, enhancing efficiency and reducing the need for human intervention [9]. - It is a pioneer in the industrialization of microgrids, integrating renewable energy sources and optimizing energy management through intelligent platforms [9]. Collaboration and Investment - The company offers various collaboration models, including equipment supply, EPC integration, and investment in energy projects, allowing clients to benefit from energy management contracts without upfront costs [10].
2025智能电网产业创新发展大会在南京举行
中国能源报· 2025-12-20 05:15
▲ 电老虎网副总裁窦娜致辞 ▲ 会议现场 12 月 19 日, 2025 智能电网产业创新发展大会 暨全国电力能源行业研讨及招商对接会 在南京举行。 本次大会由中国能源汽车传播集团、《中国能源报》社有限公司联合主办,北京东方艾狄尔会展有限公司、南京艾狄尔旅游文化发展有 限公司、江苏电老虎工业互联网股份有限公司共同承办。 大会紧密围绕 " 双碳 " 目标,聚焦新型电力系统构建与能源互联网融合发展,开展了一系列高层次、高质量、高密度的思想碰撞与成 果交流。 中国能源汽车传播集团党委副书记、董事兼中国能源报常务副总编 辑 焦翔在致辞中 表示 ,本次大会是对 党的二十届四中全会、 中 央经济工作会议 精神及 全国能源工作会议 工作部署 的 落实 响应,旨在 为建设 能源强国 打牢根基 。南京作为全国智能电网产业创 新高地与制造重镇 , 集群优势 突出 , 产业链供应链完善 ,拥有扎实的产业基础与创新生态。 ▲ 中国能源汽车传播集团党委副书记、董事兼中国能源报常务副总编 辑 焦 翔致辞 承办方代表 、 电老虎网副总裁窦娜 在 致辞 中表示 , 在岁末之际举办本次行业大会,就是要通过几位行业专家的知识分享,让参会 企业家 ...
新华鲜报丨二氧化碳能用来发电了!“超碳一号”成功商运
Xin Hua Wang· 2025-12-20 04:30
二氧化碳也能用来发电了?12月20日,全球首台商用超临界二氧化碳发电机组在贵州六盘水成功商 运,这也是超临界二氧化碳余热发电技术"超碳一号"的全球示范工程,成为发电技术的进步例证。 "招侦 飛了! "," 这也是超临界二氧化碳余热发电技术 "超碳一号"的全球示范工程 人类对发电技术的研究从未停止,但不论是传统的火力发电还是先进的核电技术,以及各类余热蒸 汽发电,原理都类似于"烧开水",就是用热量将水变为水蒸气,推动汽轮机转动来发电。但超临界二氧 化碳发电技术则是告别"烧开水"的一种革新型热电转换技术。 "超碳一号"总设计师黄彦平介绍,这一技术是把温度超过31摄氏度、压力升高至73个大气压以上环 境中的超临界二氧化碳作为循环工质,将其送进发电系统里,再通过压缩机和换热器提高超临界二氧化 碳的压力和温度,让高温高压的二氧化碳推动透平旋转,进而产生电能。 此次投运的"超碳一号"示范工程,是中核集团中国核动力研究设计院与济钢集团国际工程技术有限 公司、首钢水城钢铁(集团)有限责任公司共同推进的15兆瓦超临界二氧化碳烧结余热发电工程。 2025年12月20日 全球首台 商用超临界二氧化碳发电机组 在贵州六盘水首钢水钢集 ...