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“绿电”将闪送大湾区 输电量一年顶十年
Nan Fang Du Shi Bao· 2025-09-21 04:19
西藏日喀则市萨迦县中核萨迦300兆瓦风光储一体化电站。新华社发 技术可开发量全国第二 事实上,藏粤直流工程从酝酿伊始,便被赋予了服务国家重大战略的使命。 早在2021年3月,《第十四个五年规划和2035年远景目标纲要》就明确提出:面向服务国家重大战略,实施雅鲁藏布江下游水电开发等重大工 程。 2025年是"十四五"规划的收官之年。恰在2025年3月,国家发展改革委发布《关于2024年国民经济和社会发展计划执行情况与2025年国民经 济和社会发展计划草案的报告》,在重大能源工程项目清单中"推动雅鲁藏布江下游水电工程、粤港澳大湾区直流输电工程(藏粤直流)开工 建设"赫然在列。 开发雅鲁藏布江水电资源,离不开发电、输电、用电等方面的考量。 作为这一重大能源战略的关键一环,藏粤直流工程的重要性不言而喻——进一步疏通了粤藏两地自然资源和经济资源之间的置换通道。 9月16日,一条举世瞩目的"电力天路"开建了。 当天,藏东南至粤港澳大湾区±800千伏特高压直流输电工程(以下简称"藏粤直流工程")建设动员大会以视频会议形式在西藏、广东、云南、 广西四省区同步举行,粤藏两地党政主要领导悉数出席,标志着当今世界规模最大的清洁能源 ...
洪通燃气上半年净利润同比增长15.98%
Zheng Quan Ri Bao Wang· 2025-08-30 04:42
Core Insights - Hongtong Gas achieved a revenue of 1.487 billion yuan in the first half of 2025, representing a year-on-year growth of 34.37% [1] - The net profit attributable to shareholders was 72.8873 million yuan, with a year-on-year increase of 15.98% [1] Business Operations - Hongtong Gas specializes in the supply of clean transportation energy, focusing on the production, processing, storage, and sales of LNG and CNG [1] - LNG products are primarily used as fuel for logistics heavy trucks, while CNG is used for household cars, taxis, and urban buses [1] Supply Chain and Strategic Development - The company has strengthened its gas source security by establishing stable partnerships with unconventional gas sources, in addition to conventional procurement from PetroChina [1] - Hongtong Gas is exploring the feasibility of upstream resource layout to enhance supply chain resilience and promote its clean energy strategy [1] Infrastructure Expansion - As of the report date, Hongtong Gas operates 50 gas stations and has plans to build 4 additional stations [2] - The company aims to expand its gas station network through various methods, including self-construction, cooperative construction, and leasing [2] New Energy Initiatives - Hongtong Gas has invested in adding charging facilities at several gas stations in Hami, Bazhou, and Bozhou, expanding into the new energy charging business [2] - The company plans to continue investing in the transformation and upgrading of comprehensive energy service stations, including gas and charging facilities, in line with market demand and trends [2]
1.2 万亿巨投!雅鲁藏布江水电站背后,工程机械的 “蛋糕” 有多大?
工程机械杂志· 2025-07-21 11:55
Core Viewpoint - The Yarlung Tsangpo River Hydropower Station project, with a total investment of 1.2 trillion yuan, is not only a massive infrastructure initiative but also holds significant economic, energy, and geopolitical implications for China [1]. Investment and Economic Impact - The project is expected to generate over 20 billion yuan in annual fiscal revenue for Tibet, highlighting its potential economic benefits [1]. - Despite the slowdown in traditional large-scale infrastructure projects, strategic projects like the Yarlung Tsangpo Hydropower Station continue to receive investment due to their long-term significance for energy security and ecological protection [1]. Project Specifications - The total investment for the project is 1.2 trillion yuan, which includes the construction of five large dams and aims for a total installed capacity of 60 to 81 million kilowatts, equivalent to three Three Gorges dams [1]. - If fully operational, the hydropower station could generate 300 billion kilowatt-hours of electricity annually, potentially earning 75 billion yuan from electricity sales alone [1]. Engineering Machinery Demand - It is estimated that at least 15% of the total investment (approximately 180 billion yuan) will be allocated to construction equipment, indicating a significant demand for engineering machinery [5]. - The major players in the engineering machinery sector, including SANY Heavy Industry, XCMG, Zoomlion, and LiuGong, are expected to benefit from this demand, although their combined domestic revenue in 2024 is projected to be less than 120 billion yuan [5][6]. Profitability and Market Dynamics - The profitability of medium and large-tonnage equipment is expected to be higher than that of smaller equipment, with a potential net profit margin of 10% for the machinery used in the Yarlung Tsangpo project, translating to over 18 billion yuan in profits for the engineering machinery sector [6]. - The commencement of the Yarlung Tsangpo project is anticipated to significantly boost the profitability of the engineering machinery industry, which has been facing challenges in recent years [6].