香 港 交 易 及 結 算 所 有 限 公 司 及 香 港 聯 合 交 易 所 有 限 公 司 對 本 公 告 之 內 容 概 不 負 責，對 其 準 確 性 或 完 整 性 亦 不 發 表 任 何 聲 明，並 明 確 表 示 概 不 就 因 本 公 告 全 部 或 任 何 部 份 內 容 而 產 生 或 因 倚 賴 該 等 內 容 而 引 致 之 任 何 損 失 承 擔 任 何 責 任。 CHINA GAS HOLDINGS LIMITED 中國燃氣控股有限公司 * （於百慕達註冊成立之有限公司） （股 份 代 號：384） 自願性公告 業務發展最新情況 及 與惠州億緯鋰能股份有限公司 訂立戰略合作協議 本公告由中國燃氣控股有限公司*（「本公司」，連 同 其 附 屬 公 司，統 稱「本集團」）作出的自 願 性 公 告。 業務發展最新情況 本公司董事會（「董事會」）欣 然 向 本 公 司 股 東 及 潛 在 投 資 者 提 供 本 集 團 業 務 的 最 新 發 展。 （一）政 策 驅 動 市 場 機 遇，儲 能 業 務 規 模 化 高 速 發 展 今 年 以 來，國 家 相 關 部 門 密 集 出 台 關 ...

Core Insights - Offshore photovoltaic (PV) development is accelerating towards large-scale implementation, driven by supportive policies and the need to address land resource constraints in onshore PV projects [1][2][3] Industry Trends - The transition from onshore to offshore PV is becoming a new path for the industry, addressing issues such as land scarcity and increasing electricity consumption pressure [2] - By 2027, the cumulative installed capacity of offshore PV in China is expected to exceed 60 million kilowatts, highlighting the rapid growth of this sector [3] Market Dynamics - The investment landscape is evolving with a mix of state-owned enterprises and private companies participating in offshore PV projects, creating a collaborative investment environment [3] - Major state-owned enterprises like China Energy Investment Corporation and China Huaneng Group are leading large-scale project developments, while private firms like LONGi Green Energy and TCL Zhonghuan are focusing on equipment manufacturing and technological innovation [3] Technological Challenges - Offshore PV faces significant economic and technical challenges, including harsh marine environments that demand high durability and reliability from components [4][7] - The industry is still in its early stages, requiring advancements in system efficiency, safety, and operational maintenance capabilities [4][5] Innovations and Solutions - Companies are actively pursuing technological breakthroughs to reduce costs and improve the economic viability of offshore PV projects [6][9] - For instance, LONGi Green Energy's BC2.0 components can significantly reduce sea area usage and initial investment costs for offshore projects [6] Collaborative Development - The integration of offshore PV with other industries, such as wind power and aquaculture, is enhancing economic efficiency and resource utilization [9][10] - Innovative construction methods and smart management solutions are being explored to lower operational costs and improve project efficiency [8][9] Regional Developments - Coastal regions like Shandong, Jiangsu, Zhejiang, and Shanghai are accelerating their offshore PV initiatives, indicating a growing regional focus on this sector [10] Future Outlook - The offshore PV industry is entering a new phase characterized by technological maturity, market-driven cost structures, and diversified applications [11]

Core Viewpoint - The article highlights the successful integration of a 500 MW/200 MWh energy storage project in Inner Mongolia's Tongliao City into the regional power market, which is expected to enhance the stability of the local power system and increase the utilization of clean energy [2]. Group 1: Project Details - The energy storage project, located in Tongliao City, has undergone rigorous testing and is now operational, contributing to the stability of the power system in Inner Mongolia [2]. - The project features a maximum single charge and discharge capacity of 2 million kilowatt-hours, with an annual peak-valley electricity transfer of 600 million kilowatt-hours, potentially reducing carbon emissions by approximately 530,000 tons each year [4]. - The project employs advanced technologies for peak regulation, frequency modulation, and voltage support, significantly improving the system's adjustment capability and overall efficiency [4]. Group 2: Technology and Innovation - The project utilizes a 5 MW centralized converter and booster integrated solution, which simplifies installation, debugging, and maintenance processes, thereby reducing overall system costs [4]. - The converter is designed to withstand harsh environmental conditions, including extreme low temperatures of -35°C and high dust levels, achieving an industry-leading efficiency of over 99% [4]. - The modular design allows for quick fault localization, reducing maintenance time and costs, while features like self-cleaning fans help maintain optimal performance [4]. Group 3: Company Positioning and Future Plans - As a leading company in China's energy storage PCS market, the company emphasizes "high efficiency, reliability, and intelligence" in its full-scene energy storage solutions [5]. - The successful operation of the Tongliao energy storage project demonstrates the company's technical strength and commitment to carbon neutrality [5]. - The company plans to continue innovating in the energy storage sector to support the transition to renewable energy and contribute to the development of a clean, low-carbon power system [5].

Core Viewpoint - The emergence of "dry method" recycled pulp is being used by some companies to circumvent China's ban on importing solid waste, raising concerns about environmental compliance and health risks [1][2][3] Group 1: Environmental and Health Risks - "Dry method" recycled pulp production lacks scientific basis and poses significant environmental hazards, including the retention of chemical oxygen demand (COD) pollutants within the pulp [2][3] - The absence of water in the dry grinding process prevents effective separation of contaminants such as plastics, heavy metals, and organic pollutants, leading to potential health risks [3][4] - The current national standard for recycled pulp (GB/T 43393-2023) has low thresholds for quality, allowing substandard materials to enter the market, which could harm both the environment and public health [3][6][7] Group 2: Regulatory and Standardization Issues - The existing national standard for recycled pulp is a recommended standard rather than a mandatory one, which limits enforcement capabilities and allows non-compliant materials to be imported [7][8] - There is a call for stricter regulations and revisions to the national standard to ensure that environmental protection and health safety measures are not compromised [6][8] - The revision process for the national standard has been initiated, indicating recognition of existing issues and the need for improvement in quality control and regulatory oversight [7][8] Group 3: Industry Response and Future Directions - Industry experts advocate for a shift towards green and low-carbon technologies in pulp production to enhance sustainability and compliance within the sector [5][9] - The establishment of compliant supply chains and improved domestic recycling systems are seen as essential steps to reduce reliance on imported materials and enhance the overall competitiveness of the industry [8][9] - The need for collaboration between industry stakeholders and environmental experts in setting standards is emphasized to ensure the credibility and scientific validity of regulations [8]

12月2日，"向质而行 聚势共赢"2025年北部湾港集团上市公司高质量发展交流活动在南宁举行。本活动 由广西北部湾国际港务集团有限公司（简称"北部湾港集团"）与广西上市公司协会联合主办，北部湾港 股份有限公司（简称"北部湾港股份"）、广西华锡有色金属股份有限公司（简称"华锡有色"）承办，共 同探讨国企背景下上市公司高质量发展的路径与未来。 据了解，北部湾港集团作为广西实施国家重大战略的平台，是广西实施"一带一路"倡议的践行者，推进 西部陆海新通道、北部湾国际门户港和国际枢纽海港、西江黄金水道建设的主力军。北部湾港集团自 2013年完成北部湾港三港整体上市以来，在资本市场开展了数轮运作，重组上市及募资总额达206.8亿 元，其中超70%用于西部陆海新通道港口基础设施建设、自动化码头升级、海铁联运网络拓展、有色金 属核心矿产项目开发等国家战略相关项目。北部湾港股份(000582)、华锡有色(600301)、博世科(300422) 三大上市公司，在资本运作的助力下形成"港口枢纽筑基、战略资源赋能、环保科技护航"的多元化协同 格局，成为中国国企服务国家战略的"北港样本"。 作为北部湾港集团核心上市平台，北部湾港股份是 ...

Core Viewpoint - Shanghai Electric is actively engaging with investors to enhance trust and transparency, aligning with regulatory guidelines to improve investor relations and showcase the company's intrinsic value in the capital market [3]. Group 1: Event Overview - Shanghai Electric, in collaboration with the Shanghai Stock Exchange and Shenwan Hongyuan Securities, hosted the "I Am a Shareholder - Entering Listed Companies in the Shanghai Market" event, attracting over 30 representatives from top domestic investment institutions and individual shareholders [2]. - The event included a site visit and interactive discussions, allowing investors to explore Shanghai Electric's core manufacturing bases, including the Shanghai Turbine Factory and Shanghai Boiler Factory [3]. Group 2: Investor Engagement - The event aimed to foster rational and profound understanding among investors regarding the intrinsic value of listed companies through transparent and efficient communication [3]. - Investors experienced immersive demonstrations of advanced manufacturing technologies and the company's contributions to national energy strategies, including high-end equipment and green energy initiatives [4]. Group 3: Focus Areas of Discussion - Key discussion topics included energy storage, upgrades in coal power equipment technology, green methanol, order conversion, and profit enhancement [5]. - The company outlined its strategic positioning in energy storage across various technologies, emphasizing the integration of storage solutions with its robust energy equipment capabilities as a core advantage for future development [5]. Group 4: Green Methanol and Future Projects - Shanghai Electric's green methanol production costs are reported to be two to three times higher than conventional methanol, with a corresponding selling price also elevated [6]. - The company has signed a production, supply, and refueling agreement for a 50,000-ton green methanol project with partners, indicating a genuine demand driven by EU carbon reduction requirements [6]. Group 5: Commitment to Innovation - As a leading player in the domestic equipment manufacturing industry, Shanghai Electric aims to continue showcasing its core competitiveness in energy and industrial equipment through initiatives like the "I Am a Shareholder" event [7]. - The company is committed to leveraging "new quality productivity" to achieve breakthroughs in high-end manufacturing and the new energy sector, contributing to the high-quality development of the national economy [7].

Core Viewpoint - The company, Tianma Intelligent Control, is committed to building a green intelligent manufacturing industry chain to support the green and intelligent mining of coal, aligning with China's dual carbon goals [1][2]. Group 1: Green Intelligent Manufacturing - Tianma Intelligent Control has pioneered a new intelligent mining model that includes ground planning, automated equipment execution, and unmanned operations, significantly reducing the number of underground workers [2]. - The company has established a fully automated intelligent system that enhances production efficiency by nearly 10% and achieves a resource utilization rate of 98.73% [3]. Group 2: Energy Conservation and Emission Reduction - The company has built a distributed photovoltaic power station with an annual generation capacity of 800,000 kWh, leading to a reduction of hundreds of tons of greenhouse gas emissions annually [4]. - An intelligent lighting system has been developed to address high energy consumption in traditional coal mine lighting, achieving a 40% energy saving [4]. - The wastewater treatment capacity has increased from 400 tons to 900 tons annually, with a goal of zero discharge of production wastewater by 2024, saving approximately 400 tons of water per year [4][6]. Group 3: Comprehensive Green Ecosystem - The company promotes lightweight design and uses finite element simulation technology to optimize structures, effectively reducing raw material consumption [7]. - Advanced air pollution control equipment has been implemented, utilizing a composite process for precise monitoring and source management of emissions [7]. - The company has integrated environmental requirements into its supply chain management, achieving over 10% reuse of packaging materials [7].

Core Viewpoint - The article highlights the significance of direct current smelting technology in promoting industry technological advancement under the national "dual carbon" goals, with a focus on the upcoming "2025 Mineral Thermal Furnace Energy-saving Power Supply (Direct Current) Technology Seminar" scheduled for December 4-6, 2025, in Hohhot, Inner Mongolia [1]. Group 1: Event Details - The "2025 Mineral Thermal Furnace Energy-saving Power Supply (Direct Current) Technology Seminar" is organized under the guidance of the China Nonferrous Metals Industry Association Silicon Industry Branch and hosted by Beijing Antai Technology Information Co., Ltd. [1] - The seminar aims to enhance industry communication and collaborative development [1]. Group 2: Supporting Organizations - The event receives strong support from various organizations, including the People's Government of Urat Front Banner, Inner Mongolia Nashun Equipment Engineering Group Co., Ltd., Hebei Shuntian Electrode Co., Ltd., Xiye Technology Group Co., Ltd., and Inner Mongolia Tongwei Green Base Materials Co., Ltd. [1]. Group 3: Participants - A diverse range of participants from various organizations and institutions will attend the seminar, including members from the China Nonferrous Metals Industry Association Silicon Industry Branch, research institutions, and industry experts [2][3][6].

来源：科华数能 End 欢迎分享给你的朋友！ 出品 | 中国能源报（c ne ne rgy） 广告 责编丨李慧颖 针对通辽地区低温、高风沙的严苛工况，科华数能5MW集中式变流升压一体机兼具超强环境适应性、高效能表现。产品采用 IP65 高 防护等级设计，与外部环境完全隔离，可深度适应高风沙、极端雨雪等恶劣环境，即便在- 35℃极低温度下仍能安全稳定运行。在能效 层面，该款储能变流器最高效率突破99%，处于行业领先水平。在运维端，灵活的模组化设计，可快速定位故障模块，缩短维护时间、 提高整体可用率；同时配备风机反转自清洁功能，有效防止进风口灰尘、异物积聚，保障散热效果，减少人工维护需求与维护频率和成 本。 项目单次最大充放电量可达200万千瓦时，年可实现峰谷转移电量6亿度，每年最大可减少氧化碳排放约53万吨。此外，电站将通过调 峰调频、电压支撑等技术手段，显著提升通辽电网的系统调节能力与综合效率，并在电网调峰调频、平衡电力输出、稳定电压水平、提 升电能质量、平抑新能源出力波动等方面发挥关键作用，为内蒙古新型储能产业高质量发展注入绿色动能。 作为蝉联中国储能PCS国内市场榜首的企业， 从技术研发到场景落地，科华数 ...

Core Viewpoint - The article highlights the significant advancements in energy transformation for high-energy-consuming enterprises under the "dual carbon" goals, particularly through the collaboration between Inner Mongolia Chuangyuan Metal Co., Ltd. and Guangzhou Zhiguang Energy Storage Technology Co., Ltd. This partnership has led to the signing of a third-phase cooperation contract for an integrated energy storage project, achieving a cumulative capacity of over 1 GWh, setting a new industry record for user-side energy storage systems [5][9]. Group 1: Policy-Driven Collaboration - The third-phase project, located in the industrial park of Hohhot, Inner Mongolia, utilizes Zhiguang Energy Storage's self-developed grid-type cascade high-voltage energy storage system, coinciding with the release of national guidelines promoting the integration of renewable energy [6][9]. - The first phase of the project achieved the world's first black start test of a grid-type cascade high-voltage energy storage system in conjunction with a coal-fired unit, recognized as an exemplary energy storage demonstration project in Inner Mongolia [6]. - The second phase included 72 battery containers and 4 grid connection cabins, providing comprehensive power services such as frequency regulation and peak shaving [6]. Group 2: Technological Breakthroughs for Green Power Supply - The grid-type cascade high-voltage energy storage system developed by Zhiguang Energy Storage addresses the challenges posed by extreme weather and the intermittent nature of renewable energy, ensuring stable and efficient direct supply of renewable energy to high-load enterprises like Chuangyuan Metal [12][14]. - The system acts as an "energy buffer" and "emergency power supply," significantly improving the absorption rate of green electricity and preventing production interruptions due to fluctuations in wind and solar power [14]. Group 3: Benchmarking Effect for Industrial Decarbonization - The collaboration between Zhiguang Energy Storage and Chuangyuan Metal exemplifies a new path for the synergy of green low-carbon development and efficient production, maximizing clean energy absorption while reducing electricity costs and enhancing supply reliability [17]. - This model sets an innovative benchmark for high-energy-consuming enterprises nationwide, particularly in sectors like steel and aluminum, where the demand for green electricity substitution is urgent [17]. - The third-phase cooperation is a crucial step for the enterprise in practicing green development, aiming to transform the regional energy structure towards a clean and low-carbon model [19].