Core Insights - The 29th World Gas Conference, referred to as the "Olympic Games of the global gas industry," was held in Beijing, marking the first time the event has taken place in China since its inception in 1931 [1] - The conference gathered over 3,000 participants from more than 70 countries to discuss energy security and green transition [1] Industry Overview - Natural gas is the third-largest energy source globally, with an annual consumption exceeding 4 trillion cubic meters, accounting for 24% of the energy structure, and is crucial for achieving low-carbon energy transition [2] - Over the past decade, China's increase in natural gas consumption has represented one-third of global growth, positioning the country as a key driver in the global gas market [2] - China's 14th Five-Year Plan aims for natural gas production to exceed 230 billion cubic meters by 2025, with accelerated construction of storage facilities and pipelines to enhance energy security [2] LNG Market Dynamics - The International Gas Union (IGU) reported a 2.4% year-on-year increase in global LNG trade volume for 2024, indicating resilience in the industry [3] - LNG is expected to play a significant role in alternative fuels for shipping, carbon capture utilization and storage (CCUS), and methane emission reduction, as the industry transitions from traditional high-carbon energy to green clean energy [3] Energy Transition Strategies - A consensus emerged at the conference advocating for a comprehensive energy transition path that balances renewable energy with the utilization of multiple energy sources to ensure stability, affordability, and sustainability [4] - Experts emphasized that a diversified energy approach, incorporating natural gas, is more beneficial for energy security compared to a singular reliance on renewable sources [4] - The Asian Infrastructure Investment Bank's president highlighted the importance of clean, just, and sustainable energy investment principles to address the core issues faced by developing countries [4] Technological Innovations - The oil and gas pipeline industry is undergoing a dual mission of achieving safe, green development and intelligent upgrades, with technological innovation being a key driver for sustainable industry growth [5] - The National Pipeline Group's development of a large-scale online simulation system for long-distance natural gas pipelines addresses technical challenges and supports intelligent pipeline construction and energy transition [6] - Natural gas is seen as both a means to ensure energy security and a platform for fostering low-carbon technologies, emphasizing the need for a balanced approach in energy transition [6]

Core Viewpoint - The construction of a 400-kilometer carbon dioxide pipeline in Jilin Province marks a significant advancement in China's carbon capture, utilization, and storage (CCUS) technology, aiming to enhance oil extraction and facilitate carbon storage [1][2]. Group 1: Pipeline Project Details - The pipeline will be the longest, largest diameter, and highest pressure carbon dioxide pipeline in China, connecting Jilin Petrochemical and Jilin Oilfield [1]. - The first phase of the project will transport carbon dioxide generated during production processes from Jilin Petrochemical and nearby enterprises to Jilin Oilfield for enhanced oil recovery or carbon storage [1]. Group 2: CCUS Technology and Implementation - Jilin Oilfield has been exploring methods to utilize carbon dioxide for oil extraction for over 30 years, implementing various enhanced oil recovery techniques [1]. - The Daqingzi Oilfield, characterized by low permeability and low yield, has seen a 25% increase in oil recovery rates through CO2 injection, with over 370,000 tons of CO2 injected cumulatively [2]. - The project aims to establish five CCUS demonstration zones by the end of 2024, contributing significantly to China's carbon reduction goals [2]. Group 3: Technical Innovations - The pipeline will utilize supercritical/mixed-phase CO2 transport technology, operating at a pressure of 14.5 MPa, which is significantly higher than most existing pipelines [3]. - Advanced technologies such as centrifugal compressors and fiber-optic leak detection will be employed, filling domestic technical gaps in CO2 transport [3]. Group 4: Future Prospects and Applications - The pipeline is designed to integrate with surrounding renewable energy projects, allowing for the absorption of external carbon sources and providing CO2 for various industrial applications [3]. - Jilin Oilfield has already provided CCUS solutions to nine companies and plans to expand its pipeline network to enhance CO2 transport capacity [3].

5月21日下午，新奥股份（600803.SH）在WGC 2025（第二十九届世界燃气大会）期间举办媒体见面会。发布会上，新奥股份总裁、新奥能源CEO张宇迎表 示，天然气作为清洁的传统能源，在"双碳"目标实现过程中起到了非常重要的过渡能源作用，未来还会有10—15年的持续增长，每年保持4%—6%的增长速 度。 张宇迎说，目前新奥股份拥有3100万户家庭客户以及近30万户工商业客户，市场需求约400亿方天然气，未来还会持续保持增长。为满足市场需求，新奥股 份近几年持续加大天然气的国际资源采购力度，目前已经累计签订了1000万吨LNG（液化天然气，约合137.5亿方天然气）/年的海外长协。 最新的一笔长协为今年4月中旬新奥股份与阿布扎比国家石油公司签署的长期LNG购销协议，为期15年，每年由阿布扎比国家石油公司供应100万吨LNG， 共计1500万吨。 财报数据显示，2024年新奥股份总销售气量为392.19亿方，同比增长1.4%。 海外长协可有效调节成本 据张宇迎介绍，随着目前国内天然气市场逐渐走向市场化，天然气国际国内资源的连接越来越紧密。一方面很多国际资源能够进入到管网之中，另一方面天 然气价格也逐步跟国际价 ...

国务院印发的《2030年前碳达峰行动方案》明确，要加大中央对地方推进碳达峰的支持力度,选择 100个具有典型代表性的城市和园区开展碳达峰试点建设。目前，零碳园区的建设发展正在提速。 2024年中央经济工作会议首次提出"建立一批零碳园区"，2025年政府工作报告明确提出"建立一批零 碳园区、零碳工厂"。多部委密集出台政策，推动园区能源清洁化、产业绿色化、管理智慧化协同发 展。 全面提升零碳园区标准化水平、加快构建国际互认的评价体系，也成为目前行业内正在全力推进的重 要议题。此次《指南》的发布，是行业内各方携手合作、推进零碳园区标准化的重要标杆，未来还将 围绕不同领域和行业进行系列行动计划。活动现场，施耐德电气、上海交通大学环境社会治理研究 院、上海第一财经传媒有限公司携手共同启动了《零碳园区可持续影响力行业报告》（下称《报 告》）的编制工作，以及"零碳园区调研走访及高端沙龙"等系列行动计划。该行动计划将首先以"制 造业+泛建筑行业"案例调研为基础开展，旨在提供深入行业的实践经验参考。 在全球气候变化加剧与资源环境约束趋紧的背景下，构建零废零碳工业园区已成为实现"双碳"目标、 推动产业绿色低碳转型的关键路径。 5 ...

Group 1 - The core viewpoint of the articles highlights the strategic partnership between Sinopec and CATL, focusing on the establishment of a nationwide battery swap station network to enhance energy services for new energy vehicle owners [1][2] - Sinopec has committed to investing in CATL as a cornerstone investor following the signing of a framework agreement, which aims to promote the construction of new infrastructure for battery swapping [1] - The partnership aims to build at least 500 battery swap stations this year, with a long-term goal of constructing 10,000 stations, thereby exploring the synergy between new energy and traditional energy [1][2] Group 2 - The first battery swap station project, utilizing CATL's latest battery swap system, was signed on May 21 in Fujian, marking a significant step in the collaboration [1] - Sinopec has established 30,000 comprehensive energy supply stations, serving over 300 million users, with an average of 20 million daily customer interactions [2] - The collaboration will expand into areas such as zero-carbon initiatives, microgrids, and battery materials, aiming to create a comprehensive service ecosystem for vehicles and lifestyles [2]

Core Insights - The Shanghai Futures Exchange (SHFE) is focusing on the green and low-carbon transformation of the steel industry under the "dual carbon" goals, emphasizing the integration of technological and industrial innovation [1] - The steel industry is undergoing a critical transition from "scale expansion" to "quality improvement," with significant potential for sustainable development [1] - SHFE is implementing targeted policies to enhance the quality of steel futures, addressing issues such as delivery brands, warehouses, and contract continuity [1] Group 1 - The contract rules are continuously optimized, leading to further market growth [1] - The operational quality is improving, effectively enhancing market functions [1] - The participation of industrial clients is significantly increasing [1] Group 2 - SHFE aims to support the transformation and upgrading of the steel industry by optimizing and upgrading products like rebar [2] - The exchange will enhance collaboration with upstream steel companies and downstream industries such as shipping, home appliances, and automotive to improve service quality [2] - SHFE is advancing the internationalization of steel futures to better serve the risk management needs of "going out" enterprises, with new products included in the Qualified Foreign Institutional Investor (QFII) trading scope [2]

"十四五"期间，我国以能源结构优化为基础，重点行业转型为核心，环境治理强化为支撑，金融体系创 新为纽带，构建起绿色低碳发展的系统性框架，取得了全方位、开创性成就，为高质量发展注入强大绿 色动力，也为全球可持续发展贡献了中国智慧与力量。 本文为《数说"十四五"》第三篇，从源头减排到实际效果验证，再到长期资金保障，全面展现我国绿色 低碳发展全景。 双轮驱动能耗持续下降 "十四五"以来，我国通过产业转型与能源革命双轮驱动，推动重点领域节能减排取得显著成效。截至 2024年，全国单位GDP能耗较"十三五"末下降6.96%，单位GDP二氧化碳排放量显著降低。 高耗能行业绿色转型步伐坚定。钢铁行业通过技术升级与管理优化，水资源利用效率与污染物减排成效 显著。2024年吨钢新水消耗较2020年下降4.9%，吨钢二氧化硫、氮氧化物排放分别较2020年下降 47.09%和37.88%。 以行业龙头宝钢股份为例，据青绿ESG数据，公司2024年环境保护投入达100.76亿元，较2020年增长 61.47%；吨钢耗新水量较2020年下降13.79%；氮氧化物和硫氧化物排放较2020年下降幅度均超四成。 能源结构持续优化，截至202 ...

会议背景 液冷技术作为一种高效、安全的热管理解决方案，在高性能计算、动力电池、大规模储能 等领域展现出巨大的潜力 。随着全球数字化进程的持续推进，高性能计算的需求正以惊人的速 度增长，液冷技术作为保障设备稳定运行、延长使用寿命的重要解决方案，正逐步展现出其独 特的价值与潜力；与此同时，新能源汽车和储能产业的快速发展，对电池热管理提出了更高的 要求，而液冷技术凭借其高效的散热性能和精准的温度控制能力，逐渐成为这一领域的重要选 择。 在此背景下，2024年4月26-27日， "第一届全球液冷技术研究及应用大会" 由中国制冷空 调工业协会绿色制冷剂应用与研究分会主办，浙江大学、《制冷与空调》杂志、中国制冷与空 调网、同济大学、合肥通用机电产品检测院有限公司、北京中冷通质量认证中心有限公司联合 主办。会议在杭州顺利举行， 来自全国各地从事液冷/制冷技术相关研究及应用的权威专家、 学者、研究人员及上下游企业代表等300余位嘉宾 ，通过一系列精彩的报告与深入的交流，全 面剖析液冷技术的最新研究进展与应用实践，为与会者呈现了一场理论与实践交融、创新与经 验共享的知识盛宴。"第一届全球液冷技术研究及应用大会"的成功举办为第二 ...

5月22日晚间，宏创控股（002379）(002379.SZ)正式披露了收购大股东旗下铝业优质核心资产山东宏拓 实业有限公司(以下简称"宏拓实业")的草案，公司拟通过发行股份的方式收购宏拓实业100%股权，交易 对价金额约635亿元，创下了近年来A股上市公司并购交易规模的新纪录。 交易结束后，宏创控股将彻底摆脱过去长期以来盈利能力不足的局面，有望成为一家营收与市值双超千 亿元、具备全球竞争力的铝业新航母，其主营业务将涵盖铝产品全产业链，注入资产2024年利润规模超 过百亿元。目前，相关交易草案已获上市公司董事会通过，尚需获得上市公司股东大会及监管机构的批 准。 优质资产注入催化盈利跃升百亿，高股息基因重塑铝业股东回报新高度 根据公告，此次交易标的宏拓实业的资产评估价为约635亿元，宏创控股将以每股5.34元的定价，向宏 拓实业的股东山东魏桥铝电有限公司(以下简称"魏桥铝电")等交易对方发行约118.95亿股新股，以支付 本次交易的对价。交易完成后，宏创控股资产规模将突破千亿，净利润由负转正并大幅提升至百亿元以 上。 公开资料显示，宏拓实业为港股上市公司中国宏桥(1378.HK)旗下的核心资产。本次交易完成后， ...

5月15日， 瑞能股份董事长毛广甫接受《新华社》现场采访 ，围绕新能源产业发展的核心议题，系统阐释了瑞能股份在电池检测标准体系构 建和全生命周期价值管理领域的技术创新与实践成果。 在国家"双碳"目标驱动下，瑞能股份凭借22年电池检测技术积淀，正通过标准化建设 与智能化创新，推动新能源行业迈向高质量发展。 智慧检测全链赋能 实现电池价值跃升 在谈及技术落地为客户带来的价值时， 毛广甫强调：要实现电池价值最大化，必须建立覆盖制造、使用、回收全生命周期的管理体系。 基于 这一理念，瑞能股份依托深厚的锂电测试技术积淀，构建了覆盖电芯/PACK制造、储能系统及新能源车后市场检测全产业链的测试解决方 案，以智能化、数字化技术助力客户实现价值最大化。 在电池制造环节，瑞能股份突破传统并联化成技术局限，首创高压串联化成技术，推出光储融合化成分容系统解决方案，通过硬件、结构的系 统优化，结合瑞能EMS能量管理系统实现绿电最大化利用。同时搭载瑞能数据大模型技术，精准预测电池健康度并建立质量溯源体系，在提 升生产效率的同时显著降低能耗成本。 01 构建动态标准体系 引领行业有序发展 近年来，随着锂电产品在新能源汽车、储能等领域的广 ...