绿氢制氨
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2000亿无锡能源新贵,戈壁滩上造绿氨
2 1 Shi Ji Jing Ji Bao Dao· 2025-11-19 06:06
Core Viewpoint - The article highlights the development of a green ammonia project in Inner Mongolia by Envision Group, emphasizing its potential to revolutionize energy production and reduce carbon emissions through the use of renewable energy sources [1][6]. Group 1: Company Overview - Envision Energy, founded by Zhang Lei, has a valuation of 1.1 billion, focusing on wind turbine manufacturing, energy storage, and hydrogen energy [1]. - Envision Power, led by Wan Sui, is valued at 730 million and specializes in power battery manufacturing [1]. - Envision Intelligent, also founded by Zhang Lei, has a valuation of 265 million and operates in the smart IoT sector [1]. Group 2: Project Details - The green hydrogen and ammonia project in Chifeng aims to produce 152,000 tons of green ammonia annually, which could reduce over 9 million tons of carbon emissions, equivalent to the annual emissions of 15 million fuel vehicles [7]. - The project is expected to achieve a scale of 20 GW, generating an annual electricity output of 60 billion kWh, comparable to Portugal's total electricity consumption [8][9]. Group 3: Technological Innovations - Envision has developed an AI power system to optimize energy management, allowing for efficient adjustments based on weather conditions and energy availability [18]. - The project utilizes self-developed wind turbines and energy storage systems to produce green hydrogen through electrolysis [5][17]. Group 4: Market Strategy - Envision has secured long-term green ammonia purchase agreements with major companies like Marubeni Corporation and DHL, targeting applications in shipping fuel, hydrogen derivatives, and fertilizers [19]. - The company is also investing in key equipment manufacturing to accelerate the commercialization of green ammonia [19]. Group 5: Future Aspirations - Zhang Lei envisions that significant reductions in energy costs could enable ambitious projects like large-scale seawater desalination and low-cost interstellar transportation [22].