当前，世界形势复杂多变，能源安全已成为关乎国家发展与行业兴衰的核心议题。在这一背景 下，推动新能源产业发展，不仅是实现"双碳"目标的必由之路，更是保障国家能源自主、构建 安全高效能源体系的战略抉择。 2026年1月7日，第二届绿色甲醇能源产业发展论坛在温州隆重召开。本次论坛以"液态阳光 醇氢电动"为主题，聚焦醇氢动力与甲醇产业的协同发展，尤其在交通运输领域的创新应用， 为能源绿色转型与交通新能源化描绘了清晰路径，也为运输行业高质量发展注入了强劲动能。 请看第一商用车网的报道。 甲醇能源成国家战略新支柱 "液态阳光"点亮能源安全之路 能源是工业的血液、发展的基石。在我国"十五五"规划开局之年，构建清洁低碳、安全高效的 新型能源体系已成为国家重要战略方向。本届论坛上，与会专家与企业代表一致认为，甲醇作 为清洁低碳安全高效的液态新能源，正逐渐从"替补能源"走向"主力能源"。论坛期间，与会 行业组织、专家学者及产业链企业更是共同发起了《推动液态新能源发展倡议》，明确了甲醇 在未来能源体系中的关键地位。 我国甲醇能源的独特优势，首先体现在其原料来源的广泛性与制备路径的多样性。它既可通过 煤炭、天然气等化石能源制备，也能 ...

Core Viewpoint - The 2025 Liquid Sunshine Industry Development Forum highlighted the rapid development and scaling of the green methanol industry in China, emphasizing the transition from technology exploration to large-scale application [2][6]. Group 1: Forum Overview - The forum, hosted by DT New Energy, took place in Dalian from September 24-26, featuring over 50 experts and corporate leaders, with more than 200 representatives from various sectors [2]. - Key topics included macro trends in the green methanol industry, key technologies for large-scale production, biomass gasification, and the ecological construction and application of the green methanol industry [2]. Group 2: Key Presentations - Wang Jijie discussed the need for standards in renewable methanol that align with China's carbon neutrality goals, emphasizing the importance of a carbon trading system [12]. - Su Maohui presented the development of methanol-hydrogen electric vehicles, highlighting over 50,000 vehicles in operation and a total mileage exceeding 23 billion kilometers [15]. - Liu Ming shared Singapore's ambition to become a methanol supply hub, aiming for a million-ton scale by 2030 [18]. - Chang Fei outlined the current challenges in the commercialization of green methanol, including technological bottlenecks and infrastructure needs [21]. - Maersk's decarbonization goals were presented, focusing on the use of green methanol and innovative measures to achieve net-zero emissions [23]. Group 3: Technical Innovations - Lu Shijian discussed advancements in CO2 capture and resource utilization, showcasing applications in major energy companies [27]. - Liu Dianhua introduced a demonstration project for CO2 capture from coal-fired power plants, achieving a CO2 purity of 99.98% [30]. - Zhou Yunyun detailed Geely's comprehensive approach to green methanol production, including CO2 hydrogenation and biomass gasification technologies [32]. - Zhang Chenxi highlighted the importance of sustainable aviation fuel (SAF) in reducing carbon emissions in the aviation industry, with a pilot project already in place [34]. Group 4: Policy and Market Dynamics - He Yankang analyzed global shipping emission reduction policies and their impact on the green methanol market, emphasizing the shift from future vision to compliance necessity [58]. - The necessity and feasibility of methanol pipeline transportation were discussed, projecting a significant role for methanol in the future energy landscape [59]. - The report by Nie Chaofei focused on key technologies for low-cost transportation of green methanol [61]. Group 5: Industry Applications and Future Directions - The forum included a visit to the Dalian Port green methanol refueling center, providing insights into the practical applications of green methanol in the shipping sector [70]. - Various presentations covered the latest advancements in biomass gasification technology and the potential for renewable energy solutions [46][41].

Core Points - The 2025 Fifth Liquid Sunshine Industry Development Forum will be held from September 24 to 26 at Dalian 1896 Garden Hotel, focusing on the development of green methanol [2][9] - The forum will include various sessions such as CO2 high-value utilization, key technologies for liquid sunshine methanol preparation, and biomass gasification coupled with green hydrogen production [14][16] Registration and Venue Information - Registration will take place on September 24 from 13:00 to 20:00 and on September 25 from 08:00 to 12:00 at designated locations [2][3] - The venue is Dalian 1896 Garden Hotel, located at No. 36, Guanghui Lane, Zhanbei Street, Xigang District, Dalian, Liaoning Province [2][9] Agenda Overview - The forum will feature a variety of sessions, including: - September 24: CO2 high-value utilization forum and closed-door discussions [14][18] - September 25: Opening ceremony, macro forum on liquid sunshine methanol, and various thematic discussions [16][17] - September 26: Sessions on ecological construction and applications of green methanol [17] Transportation and Accommodation - The hotel is approximately 3 km from Dalian Station (15 minutes by car), 18 km from Dalian North Station (30 minutes), and 11 km from Dalian Zhoushuizi International Airport (20 minutes) [11][11] - Special accommodation rates are available for forum attendees at Dalian 1896 Garden Hotel, priced at 350 RMB per room per night [9] Organizing Committee and Support - The forum is organized by DT New Energy, supported by the Green Methanol Ecological Alliance and other notable organizations [9]

Core Points - The 2025 Fifth Liquid Sunshine Industry Development Forum will be held from September 24 to 26 at the Dalian 1896 Garden Hotel, focusing on the development of green methanol [2][9] - The forum will include various sessions on carbon dioxide utilization, key technologies in green methanol production, and biomass gasification [14][16][17] Registration and Venue - Registration will take place on September 24 from 13:00 to 20:00 and on September 25 from 08:00 to 12:00 at designated locations [2][3] - The venue is the Dalian 1896 Garden Hotel, located at No. 36, Guanghui Lane, Zhanbei Street, Xigang District, Dalian, Liaoning Province [2][9] Agenda Overview - The forum will feature a series of thematic discussions, including the macro forum on green methanol, key technology advancements, and international collaboration sessions [14][16][17] - Notable sessions include discussions on renewable methanol technology, methanol as a marine fuel, and carbon capture and utilization [16][18] Transportation and Accommodation - The hotel is approximately 3 km from Dalian Station, 18 km from Dalian North Station, and 11 km from Dalian Zhoushuizi International Airport, with estimated travel times of 15, 30, and 20 minutes respectively [11][11][11] - Special accommodation rates are available for forum participants at the Dalian 1896 Garden Hotel, priced at 350 RMB per room per night [9] Key Participants and Organizers - The forum is organized by DT New Energy, supported by the Green Methanol Ecological Alliance and other industry leaders [9] - Notable speakers include researchers and professors from various prestigious institutions, contributing to discussions on green methanol and carbon utilization technologies [16][21]

Group 1 - Longi Green Energy and JinkoSolar have reached a joint statement to end all ongoing patent disputes globally and have agreed on cross-licensing arrangements for some core patents [2][3] - The patent disputes between Longi Green Energy and JinkoSolar began in the second half of last year and escalated in early this year, with multiple lawsuits filed in various jurisdictions [3] - The patent battles are seen as a commercial strategy to limit competitors' market competitiveness, particularly in foreign markets where litigation risks influence customer choices [3] Group 2 - JinkoSolar is a leader in TOPCon technology, with over 5,500 patent applications, 75% of which are invention patents, and expects to achieve 40-50 GW of high-power TOPCon capacity by the end of 2025 [4] - JinkoSolar's patent fees increased by nearly 50% year-on-year to 0.14 billion [4] - Longi Green Energy has over 3,500 authorized patents and 480 patents for BC battery modules, with a self-owned HPBC2.0 battery capacity of 24 GW as of June [4] - In terms of shipment volume, JinkoSolar led with 41.84 GW of solar module shipments in the first half of the year, surpassing Longi Green Energy's 39.57 GW [4] - JinkoSolar reported a loss of 2.909 billion, while Longi Green Energy's loss was 2.569 billion, making it the least loss-making among the top five module manufacturers, reducing losses by 2.661 billion year-on-year [4]

Core Viewpoint - The article highlights the significant role of Lanzhou University in the development of China's photovoltaic (PV) industry, showcasing how its alumni have become key players in transforming China into a global leader in solar energy technology and production [9][15][69]. Group 1: Historical Context and Development - The photovoltaic industry was initially dominated by multi-crystalline technology, which had lower efficiency but was easier to produce [17][20]. - In the early 2000s, the founders of LONGi Green Energy, all alumni of Lanzhou University, chose to pursue the more challenging mono-crystalline technology, which ultimately changed the trajectory of the global PV industry [24][30]. - LONGi Green Energy has achieved significant milestones, including setting world records for solar cell efficiency, with a conversion efficiency of 27.3% recorded in 2024 [30][15]. Group 2: Industry Leadership and Market Position - China now holds over 90% market share in various segments of the PV supply chain, including polysilicon, silicon wafers, and solar cells [15]. - In 2024, China generated 839 TWh of solar power, leading the world in solar energy production, followed by the United States and India [16]. - The success of LONGi and other companies has positioned China as a dominant force in the global solar energy market, effectively reshaping the industry's landscape [15][9]. Group 3: Educational and Research Contributions - Lanzhou University has produced numerous influential figures in the PV sector, contributing to the establishment of a robust alumni network that supports innovation and development in solar technology [38][55]. - The university's focus on physics, chemistry, and materials science has laid a strong foundation for its graduates to excel in the PV industry [55][49]. - Research initiatives at Lanzhou University, such as the development of new solar energy technologies and ecological restoration methods, further enhance its contribution to the industry [60][63]. Group 4: Future Prospects and Innovations - Lanzhou University is actively involved in cutting-edge research, including the development of hybrid solar-thermal systems and innovative materials for solar cells [60][62]. - The university's initiatives aim to integrate ecological sustainability with solar energy production, promoting a model of renewable energy that benefits both the environment and local communities [66][64]. - The ongoing advancements in solar technology and the commitment to research at Lanzhou University suggest a promising future for the PV industry in China [70][69].

Core Insights - China Shipbuilding Technology announced a green methanol sales contract worth approximately $40 million per year, with potential to increase to $120 million annually, signaling confidence in the green methanol industry [2] - The contract is expected to commence after the company's wind power-based methanol production project is operational, with a supply period of up to 12 years [2] - Green methanol has gained popularity in recent years, but its adoption has been slow due to cost issues; this contract represents a significant procurement in the sector [2] Project Summaries - **Project 1**: China Shipbuilding's 500,000 kW wind power hydrogen and methanol integration project in Tongliao City, Inner Mongolia, with an investment of 1.94 billion yuan and an annual production capacity of 180,000 tons of green methanol, scheduled for completion between June 2024 and June 2026 [2] - **Project 2**: China Shipbuilding's 500,000 kW wind power hydrogen synthesis methanol project in Cangzhou, which received approval for its hydrogen production component on September 1, 2025 [3]

Core Viewpoint - The article discusses the IPO application of China Electric Power Construction New Energy Group Co., Ltd. (referred to as "Electric Power New Energy"), highlighting its market position, financial performance, and future growth plans in the renewable energy sector [2][3]. Company Overview - Electric Power New Energy was established in July 2004 with a registered capital of 7.5 billion yuan and is controlled by China Electric Power Construction Group, holding 80% of the shares [2]. - The company serves as the sole platform for the development, investment, operation, and management of wind and solar power projects under China Electric Power [2]. Market Position - The renewable energy generation industry in China has a low market concentration, with major state-owned enterprises holding approximately 50% of the market share. Electric Power New Energy holds a market share of 1.43%, ranking among the leaders in the industry [2]. - The company has a total installed capacity of 9.8909 million kW for wind power (1.85% of the national market) and 11.3552 million kW for solar power (1.20% of the national market) [2]. Financial Performance - From 2022 to Q1 2025, Electric Power New Energy's revenue and net profit showed stable growth, with revenues of 8.382 billion yuan, 8.728 billion yuan, 9.81 billion yuan, and 2.661 billion yuan respectively, and net profits of 1.768 billion yuan, 2.32 billion yuan, 2.589 billion yuan, and 511 million yuan [3]. - The gross profit margin remained stable from 2022 to 2024, averaging around 52%, but dropped significantly to 46.78% in Q1 2025 due to seasonal factors affecting solar energy utilization [3][4]. Installed Capacity Growth - The installed capacity of Electric Power New Energy increased significantly from 9.045 million kW in 2022 to 21.2461 million kW by Q1 2025, representing a growth of 135% over three years [4][7]. - The company has a balanced layout in wind and solar power projects, with wind power projects accounting for 9.8909 million kW and solar power projects for 11.3552 million kW as of March 2025 [4]. IPO Fundraising and Future Projects - The IPO aims to raise 9 billion yuan, which will be allocated to four major projects expected to add 8.46 million kW of new installed capacity, with a total investment of 48.481 billion yuan [5][6]. - The projects include a large-scale clean energy base, green ecological civilization projects, local load center projects, and industrial integration development projects [5][6]. Asset Growth - From 2022 to 2024, the total assets of Electric Power New Energy grew from 67.581 billion yuan to 124.921 billion yuan, an increase of 84.8%, driven primarily by investments in new wind and solar power stations [7].

Core Insights - The article discusses the "2025 Green Methanol Industry Analysis Report," which includes an overview of the industry and analysis of 100 green methanol projects, focusing on their construction units, recent developments, technical routes, capacities, and project summaries [2]. Industry Overview - The report outlines the definition and industrial chain of the green methanol industry, emphasizing its significance in achieving carbon neutrality goals [10]. - The green methanol industry has seen major breakthroughs, including the first large-scale green hydrogen coupled biomass project being put into operation and multiple companies signing international orders for green methanol [10]. Recent Events - The National Energy Group's Guohua Nanle green methanol phase one project was filed in October 2024, and the Yunnan green hydrogen and liquid sunlight methanol demonstration project construction began in December 2024 [5]. - The Dragon Source (Huan County) New Energy Co., Ltd. launched a key technology development project for biomass gasification coupled with green hydrogen to produce green fuel in March 2025 [5]. - The Yunnan green hydrogen and liquid sunlight methanol demonstration project has an investment of 3.42 billion yuan, with a planned annual production capacity of 60,000 tons of green methanol [5]. Key Projects - The Yunnan green hydrogen and liquid sunlight methanol demonstration project will utilize wind and solar power for hydrogen production and capture industrial CO2 for green methanol synthesis [5]. - The biomass gasification coupled green hydrogen project in Gansu Province has an investment of 196.1 million yuan, with a planned annual production of 2,000 tons of green methanol and 60 tons of green fuel [6]. - The Guohua Nanle green methanol project in Henan Province has been filed but is no longer being implemented, with a focus shifting to the "Green Aviation Fuel" project [7]. Upcoming Forum - The "2025 Liquid Sunshine Industry Development Forum" will be held from September 24-26, 2025, in Dalian, focusing on macro trends in the green methanol industry, key technologies for large-scale production, and ecological construction [10][9].

Core Viewpoint - The article discusses the development of green methanol as a sustainable energy source, highlighting its potential in various applications and the importance of industry collaboration in advancing technology and market adoption [2][28]. Event Overview - The 2025 Liquid Sunshine Industry Development Forum will take place from September 24 to 26 in Dalian, Liaoning, organized by DT New Energy and supported by various industry leaders [2][4]. - The forum will feature multiple sessions focusing on green methanol, including key technology advancements, industry strategies, and international collaboration [4][28]. Session Highlights - The opening ceremony will include discussions on the macro development of liquid sunshine (green methanol) and key technologies for its production [28][33]. - Notable sessions will cover topics such as carbon dioxide high-value utilization, biomass gasification coupled with green hydrogen production, and the ecological construction and application of green methanol [28][38]. Participant Engagement - Over 40 companies involved in green methanol projects are expected to attend, including major players like China Petroleum and Chemical Corporation and China National Offshore Oil Corporation [11][12]. - The event will also feature a welcome dinner and opportunities for networking among industry professionals [4][37]. Technical Presentations - Presentations will include insights on renewable methanol technology, carbon capture and resource utilization, and advancements in sustainable aviation fuel production [33][42]. - Experts from various institutions, including Tsinghua University and the Chinese Academy of Sciences, will share their research and developments in green methanol technologies [32][41].