目前，兖矿能源主营业务除煤炭业务外，还包括煤化工以及电力业务。据了解，兖矿能源在高端化工新 材料产业发展规划方面，将加快延链增值，推进绿色低碳转型，加快推动煤炭向燃料和原料并重发展。 此外兖矿能源战略布局新疆，在做优做强鲁南化工、未来能源、荣信化工、榆林能化等4个化工园区的 基础上，建设大煤化基地，发挥煤炭成本低、品种优、易开采等优势，推动煤炭深加工和高效利用。 今年以来，煤价下行，煤炭上市公司业绩显现压力。8月13日晚，兖矿能源（600188）公告，经初步测 算，预计2025年半年度实现净利润46.5亿元，同比减少38%；预计扣非净利润44亿元，同比减少39%。 兖矿能源表示，报告期内，公司优化生产组织扩能增量，主要产品产能高效释放，挖潜增效精准发力， 成本管控取得良好效果，化工业务实现较好协同增盈，一定程度上对冲了煤炭价格周期性下行影响。但 由于煤炭供需总体宽松，煤价较同期大幅下降，影响归母净利润同比减少。 兖矿能源在近期接受投资者调研时分析指出，2025年上半年，国内主产区煤炭产能稳定释放，进口煤量 保持高位，全社会煤炭消费回落，新能源发电占比提升抑制火电需求，电厂日耗偏低、社会库存高位运 行，国内煤炭 ...

在"1500万吨/年煤炭分质清洁高效转化示范项目"（二期项目）中，中控技术将依托自主研发 的"1+2+N"工业AI驱动的企业智能运行新架构，构建覆盖煤炭热解、化工合成、能源回收全产业链 的"感知-评估-决策-执行"智能闭环。通过深度融合集散控制、安全仪表控制与高级报警管理、智能高级 过程控制等前沿技术，实现从项目设计到运维的全流程智能化管控，助力陕煤榆林化学打造具备"自感 知、自诊断、自决策"能力的卓越级智能工厂。这种全流程、全周期的智能化解决方案，不仅契合国 家"双碳"战略目标，更能为企业带来显著的降本增效成果，其技术创新性与商业可持续性令人期待。 根据规划，二期项目全部投产后，预计年销售收入可达1340亿元，年利润超300亿元，创造就业岗位 7000余个，推动煤炭从"燃料"向高附加值原料转型。此次深度合作，不仅是中控技术在煤化工智能化赛 道的重要里程碑，更为陕煤榆林化学"技术领先、工艺成熟、投资合理、产品多元、成本可控、效益可 见、运行可靠、风险可担"的目标实现提供了可靠助力。 作为陕煤榆林化学的核心合作伙伴，中控技术于2020年开始助力其一期项目——全球最大煤制乙二醇装 置（180万吨/年乙二醇项目）落 ...

"2025年上半年，我国光伏行业发展举步维艰。"7月25日，在光伏行业2025年上半年发展回顾与下半年 形势展望研讨会上，中国光伏行业协会名誉理事长王勃华从产量、价格、出口、效益等多个维度分析了 光伏行业发展现状，并作出这一判断。 在本次会议上，包括工信部、国家能源局在内的监管部门都强调，要规范光伏行业发展，推动落后产能 有序退出。同时，针对当前光伏行业出现的非理性竞争加剧、低价中标、知识产权纠纷等问题，全行业 要积极面对和解决，"反内卷"共识进一步凝聚。 证券时报记者 刘灿邦 值得一提的是，中国光伏行业协会上调了今年全球及中国的新增光伏装机规模预测。王勃华表示，随着 绿电直连供应等政策落地，将进一步释放多元领域对光伏等新能源的需求。 行业形势严峻 王勃华提供的数据显示，在制造端，上半年，国内光伏电池片、组件产量增速保持在15%以下，多晶 硅、硅片产量出现负增长，同时，各环节主流型号平均价格较2020年以来的最高价格降低88.3%、 89.6%、80.8%、66.4%；在应用端，2025年1—6月，国内光伏新增装机212.21GW，同比增长107%。 产品出口方面，2025年1—6月，硅片出口量同比下降7.5 ...

Core Insights - The project in Ordos City, Inner Mongolia, marks a significant advancement in hydrogen energy, featuring a 30 MW hydrogen turbine integrated into a renewable energy storage and generation system [3][4] - This initiative is part of a larger effort to establish Inner Mongolia as a global hydrogen energy benchmark, with a total upstream wind power capacity of 500 MW [4][5] Group 1: Project Details - The 30 MW hydrogen turbine will operate entirely on hydrogen, distinguishing it as the first of its kind at this scale [3][4] - The project includes a 500 MW wind power capacity, a 5 MW off-grid photovoltaic array, and 240 MW of electrolyzers capable of producing 48,000 Nm³ of hydrogen per hour (approximately 4.3 tons/hour) [4] - The facility will also feature twelve spherical hydrogen storage tanks with a capacity of 1,875 cubic meters each and a plant for producing 150,000 tons of green ammonia annually [4] Group 2: System Objectives - The ultimate goal is to create a "power-hydrogen-power" closed-loop system that converts green electricity into hydrogen for storage and later use in power generation during low renewable energy output periods [5] - This system aims to stabilize power supply and address intermittency issues in the grid, contributing to China's ambition of becoming a global leader in clean energy [5] Group 3: Broader Implications - The project is crucial for Inner Mongolia's goal of establishing a national hydrogen energy demonstration hub and serves as a model for integrating hydrogen into high-renewable energy grids globally [5] - China has made significant strides in renewable energy, adding 198 GW of solar and 46 GW of wind capacity from January to May this year, equivalent to the total generation capacity of Indonesia or Turkey [5] - The country aims to peak carbon emissions by 2030 and achieve carbon neutrality by 2060, with plans to increase total wind and solar capacity to 1,200 GW by 2030 [5]

Core Insights - The signing ceremony for the Yushu Green Methanol Project took place in Beijing, marking a significant step in promoting the green methanol industry and contributing to global carbon reduction efforts [2][3] - The project is positioned as a leading comprehensive demonstration base for green methanol in China, with a total planned investment of 21.4 billion yuan [6] Group 1: Project Overview - The Yushu Green Methanol Project utilizes a dual-path production process combining renewable energy and biomass, aiming for "negative carbon production" and "zero carbon emissions" [6] - The project is expected to reduce CO₂ emissions by 410,000 tons annually compared to traditional methods, with energy consumption reduced by 4% [6] Group 2: Collaboration and Support - The signing event involved 18 core units across six groups, showcasing strong industry collaboration [4] - Key participants included representatives from the Yushu municipal government, Huaneng New Energy, China State Construction Engineering Corporation, and international partners such as Iceland's Carbon Recycling International [5][6] Group 3: Market Potential - The project has secured substantial market support, with intentions for annual procurement of 120,000 tons from Carbon Recycling International and 500,000 tons from a partnership with the Korean Green Fuel Alliance [7] - The successful signing event signifies the project's transition into a substantive development phase, with expectations to set a benchmark in the green fuel industry [7]

Core Points - The 2025 Service Trade Fair will be held from September 10 to 14 at the Shougang Park in Beijing, with nearly 70 countries and international organizations expressing intent to participate [1] - Australia and Anhui province will organize the largest exhibition groups since the inception of the fair, with an overall internationalization rate exceeding 20% [1] - The theme for the fair is "Digital Intelligence Leading, Service Trade Renewed," focusing on global service trade and mutual benefits [1] Group 1 - The fair will feature over 170 forums and promotional activities, including the Global Service Trade Entrepreneurs Summit and the 2025 World Tourism Cooperation and Development Conference [2] - Reports to be released include the "Global Service Trade Inclusive Development Trend Report 2025" and the "Digital Trade Development and Cooperation Report" [2] - The "Beijing Service" brand will showcase over 280 cases, with more than 180 selected for a key resource database, covering areas like fintech and smart healthcare [2] Group 2 - The fair will create diverse service consumption scenarios with over 40 supporting activities planned throughout the city [3] - Unique immersive and interactive activities will be organized at 11 distinctive venues within the Shougang Park, including cultural tourism experiences and sports events [3] Group 3 - The fair will implement seven measures to facilitate entry for foreign participants, including on-site visa processing at airports and online accommodation registration [7] - The venue and timing for the fair will be fixed, with Shougang Park fully supporting the event and planning for long-term exhibition town development [7] - An AI-based service system will be introduced to provide comprehensive information and guidance for attendees, optimizing parking and other logistical aspects [9]

Group 1 - The foundation ceremony for the lithium battery cell production base project by Julineng Technology was held in Tongshan Economic Development Zone, marking another lithium battery project landing in Hubei Xianning [2] - The project is invested and constructed by Julineng (Hubei) New Energy Technology Co., Ltd., with a total planned investment of 1.8 billion yuan, implemented in two phases [3] - Phase one plans to invest 500 million yuan, covering 30 acres for the construction of infrastructure including office areas, factories, workshops, canteens, and dormitories, focusing on battery manufacturing and related services [3] Group 2 - The project was officially signed on March 29, 2025, and is one of the key investment attraction projects in Tongshan County for 2025, initially focusing on small capacity battery cell production for digital products [3] - Julineng (Hubei) New Energy Technology Co., Ltd. was established in March 2025 with a registered capital of 10 million yuan, primarily engaged in battery manufacturing and related services [3] Group 3 - The Hubei Xianning region has been actively developing the lithium battery industry this year, attracting multiple projects including Shengxinbao New Energy's lithium battery pole project, which focuses on battery pole manufacturing [4] - The project by Jiayu Pineng Battery Co., Ltd. has a total investment of over 750 million yuan, specializing in lithium-ion battery development for 3C digital products and small household appliances, with an expected annual production of 550 million battery cells [4] - The Shengxiong New Energy sodium (lithium) battery pack project, signed in June 2025, has a total investment of 258 million yuan and is expected to generate an annual output value of approximately 500 million yuan [5][6]

未来，平安银行济南分行将继续深化绿色金融实践，聚焦新能源、节能环保、低碳转型等重点领域，持续擦亮绿色金融名片，以更高效的金融服务赋能绿 色产业，与社会各界共绘绿水青山金融画卷，携手打造"天更蓝、山更绿、水更清"的美丽山东，为经济社会绿色低碳转型贡献更大平安力量！ 在"碳达峰、碳中和"目标引领下，绿色金融已成为推动经济高质量发展的新引擎。近年来，平安银行积极践行"绿水青山就是金山银山"理念，将绿色金融 提升至战略层面。近日，平安银行济南分行积极响应国家及总行发展战略，以金融活水润泽绿色产业，成功实现东营辉阳渔光互补四期750兆瓦太阳能光伏 发电站项目贷款的投放。该项目为平安银行截至目前系统内批复金额最大的一笔光伏电站项目融资。平安银行济南分行以实际行动助力清洁能源发展，践 行金融"五篇大文章"。 该项目已建成的 220kv 升压站 该项目运营主体为东营辉阳清洁能源有限公司，隶属于东营市财金投资集团，为东营市属国有企业。本次投放的东营辉阳渔光互补四期750兆瓦太阳能光伏 发电站项目位于山东省东营市利津县，属国家大型风电光伏基地建设项目，隶属于山东鲁北盐碱滩涂地风光储输一体化基地，项目规划总装机容量750兆 瓦，预 ...

Core Insights - Jiangsu Yueda Investment Co., Ltd. is transforming its strategy towards "new energy, new materials, and intelligent manufacturing" in alignment with the national "dual carbon" strategy, showing gradual operational improvements in 2023 [1][2] Group 1: Strategic Developments - In June 2025, Yueda Investment signed a zero-carbon park strategic cooperation agreement with Yancheng Economic Development Zone, marking a significant business expansion highlight for the first half of the year [1] - The collaboration aims to promote green industry clustering and establish a zero-carbon ecological system, enhancing the integration of new energy and the automotive industry [1] Group 2: Operational Performance - The company’s subsidiaries are actively supporting the transformation, with steady progress in photovoltaic and wind power projects, efficient operation of energy storage projects, and ongoing expansion of carbon trading business [1] - The Huafeng 378MW fish-solar complementary project is generating stable power, while the Sanxia Yueda Funing shared energy storage project operates efficiently [2] - The company reported a 2567% year-on-year increase in electricity sales revenue and a gross profit margin of 46.37% for 2024, indicating a strong growth trajectory [2] - Future plans include achieving a cumulative installed capacity of 1GW to 2GW in new energy over the next three years, with a compound annual growth rate of net profit not less than 50% [2]

悦达投资旗下子公司协同发力，也成为转型攻坚的重要支撑。新能源领域，悦达低碳公司的光伏、风电 项目稳步推进，悦达储能公司的储能项目高效运营，悦达和碳公司的碳交易业务持续拓展，共同构筑起 新能源产业矩阵。 新能源板块表现亮眼：华丰378MW渔光互补项目稳定发电，三峡悦达阜宁共享储能项目高效运转，绿 色数智能源管理中心的精准运维，灌东盐场150MW光伏、东台弶港100MW/200MWh共享储能项目如期 并网，进一步提升效益。2024年，悦达投资新能源发展态势持续向好，电力销售营收同比大涨2567%、 毛利46.37%。按照规划，未来三年新能源累计装机将达1GW至2GW，归母净利润年复合增长率不低于 50%，成长路径清晰可见。 根据公开新闻，悦达投资子公司悦达长久物流今年上半年也交出一份靓丽的答卷。悦达长久物流在聚焦 主业的同时，积极布局物流新赛道，今年上半年在新能源物流市场成功抢占先机，助力盈利能力改善。 作为悦达投资版图中的活力板块，悦达长久物流的强势表现，正成为提升上市公司整体投资价值的重要 加分项。 新材料领域同样成果颇丰：珩创纳米磷酸锰铁锂项目产能稳定释放，产品获头部厂家认可后出货量持续 攀升；参股子公司浩 ...