绿色液体燃料

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绿色液体燃料首批试点项目:绿醇&绿氨占8席
势银能链· 2025-08-08 03:02
"宁波膜智信息科技有限公司"为势银(TrendBank)唯一工商注册实体及收款账户 重要会议: 2025势银绿氢产业大会(8月27-28日,江苏·无锡) 点此报名 添加文末微信,加 绿色燃料 群 8月7日,国家能源局公示绿色液体燃料技术攻关和产业化试点项目(第一批),包括9个试点项 目,其中试点方向为绿色甲醇和绿氨共计8个,分别为:洮南市风电耦合生物质绿色甲醇一体化项 目、金风科技绿氢制50万吨绿色甲醇项目(一期25万吨/年)、安达市天楹风光储氢氨醇一体化项 目一期、辽宁华电调兵山45万千瓦风电制氢耦合绿色甲醇一体化项目、岚泽大丰港年产30万吨/年 月报订阅: 《中国氢能及燃料电池产业月度分析报告》 势银研究: 势银产业研究服务 势银数据: 势银数据产品服务 势银咨询: 势银咨询顾问服务 绿色甲醇项目、远景零碳技术(赤峰)有限公司152万吨/年零碳氢氨项目(P1期30万吨/年合成 氨)、中能建松原氢能产业园(绿色氢氨醇一体化)项目、大安风光制绿氢合成氨一体化项目。 | 序号 | 试点方向 | 项目名称 | 实施单位 | 推荐单位 | | --- | --- | --- | --- | --- | | 1 | ...
重磅!国家能源局发布,三大绿色能源赛道9大项目公示
DT新材料· 2025-08-07 16:05
【DT新材料获悉】 8月7日, 国家能源局发布《国家能源局综合司关于公示绿色液体燃料技术攻关和产业化试点项目(第一批)的通知》。 此前,2025年4月,国家能源局就发布关于组织开展绿色液体燃料技术攻关和产业化试点的通知。试点方向分为SAF、可持续柴油、生物燃料乙醇、绿 色甲醇、绿氨。 本次公示的第一批绿色液体燃料技术攻关和产业化试点共涉及9个项目, 涵盖燃料乙醇、绿色甲醇和绿氨三大方向 ,分布在黑龙江、吉林、内蒙古、 辽宁、江苏等五省区。其中,绿色氨醇项目共8个。 5个绿色甲醇技术攻关和产业化试点项目 3个绿氨技术攻关和产业化试点项目 | 序号 | 试点方向 | 项目名称 | 实施单位 | 推荐单位 | | --- | --- | --- | --- | --- | | 1 | 燃料乙醇 | 国投生物 3 万吨/年纤维素燃料乙醇项目 | 国投先进生物质燃料(海伦)有 限公司 | 黑龙江省发展改革委 | | 2 | 绿色甲醇 | 洮南市风电耦合生物质绿色甲醇一体化项目 | 上海电气绿源科技(吉林)有限 公司 | 吉林省能源局 | | 3 | 绿色甲醇 | 金风科技绿氢制 50 万吨绿色甲醇项目(一期25 | 金 ...
启动试点,浙江如何借势突围绿色液体燃料赛道?
势银能链· 2025-05-19 04:15
Core Viewpoint - The article discusses the development of green liquid fuels in Zhejiang Province, highlighting the government's initiatives and the potential for sustainable fuel production in the region [2][12][14]. Summary by Sections Government Initiatives - Zhejiang Province's Energy Bureau has announced the organization of the first batch of green liquid fuel technology research and industrialization pilot projects, following a similar initiative by the National Energy Administration [2][3]. Types of Green Liquid Fuels - The pilot projects focus on several types of sustainable fuels, including: - Sustainable Aviation Fuel (SAF) produced from biomass and renewable energy [3]. - Sustainable Diesel derived from biomass and renewable hydrogen [3]. - Biofuel Ethanol from agricultural waste [4]. - Green Methanol from biomass and renewable hydrogen [4]. - Green Ammonia produced using renewable hydrogen and nitrogen [5]. Current Development Status - As of December 31, 2024, there are 45 SAF projects in China with a total processing capacity exceeding 8 million tons per year, of which 1.07 million tons per year are already built [7]. - There are 119 green ammonia projects in total, with 91 projects disclosing a combined capacity of approximately 2.017 million tons per year [10]. - The total planned capacity for green methanol projects in China is over 52.57 million tons per year [10][11]. Regional Advantages - Zhejiang Province has a rapidly developing offshore wind power capacity, projected to reach 10.41 million kilowatts by 2025, and a significant solar power installation, providing ample renewable energy for green hydrogen production [12]. - The province is home to leading chemical companies, such as Rongsheng Petrochemical and Juhua Group, which are well-positioned to support the green liquid fuel industry [12]. - Ningbo-Zhoushan Port has initiated biofuel refueling trials, marking a significant step in the maritime sector's transition to green fuels [13]. Challenges and Future Outlook - Despite the advantages, challenges such as limited support policies, high costs, and resource constraints need to be addressed for Zhejiang Province to establish a competitive edge in the green liquid fuel sector [14].
输美锂电及储能系统或掀囤货潮,光伏供给侧困境反转见曙光
SINOLINK SECURITIES· 2025-05-18 14:03
Investment Rating - The report maintains a positive investment outlook on the photovoltaic and energy storage sectors, highlighting key companies such as Sungrow Power and Canadian Solar for continued recommendation [2][5]. Core Insights - The photovoltaic industry is transitioning from a state of excess supply to a more balanced market, driven by both policy support and self-initiated industry adjustments. The easing of US-China trade tensions is seen as a significant benefit for large-scale energy storage [2][5]. - In the wind energy sector, major contracts and investments are being made, indicating a robust growth trajectory for leading turbine manufacturers [5][6]. - The report emphasizes the integration of artificial intelligence in the power grid, suggesting that companies involved in grid informatization will benefit from this trend [7][8]. Summary by Relevant Sections Photovoltaic & Energy Storage - The photovoltaic sector is showing signs of recovery, with government policies aimed at resolving structural issues. The focus is shifting from forced interventions to voluntary industry cooperation [2][5]. - Key developments include the issuance of manufacturing standards by the Ministry of Industry and Information Technology and the publication of a white paper on artificial intelligence in the power sector [5][8]. - Recommended companies include Sungrow Power, Canadian Solar, and others that are expected to benefit from the easing of trade tensions and new pricing policies [5][8]. Wind Energy - Major contracts, such as a €1 billion order from a European offshore wind project, highlight the growth potential in this sector. The report anticipates nearly 20 GW of offshore wind projects to be tendered between 2025 and 2026 [5][6]. - Companies like Goldwind and Envision are expected to see improved profitability as they expand their international presence [5][6]. Electric Grid - The National Grid's white paper on artificial intelligence outlines a comprehensive plan for integrating AI into power production, which is expected to enhance operational efficiency [7][8]. - The report notes that the upcoming high-voltage direct current projects are set to commence in December 2025, indicating a significant investment phase for related companies [7][8]. New Energy Vehicles & Lithium Batteries - The report indicates a slowdown in year-on-year growth for new energy vehicles, with a current growth rate of approximately 5%. However, a month-on-month increase of 30% suggests seasonal fluctuations are normal [3][9]. - The reduction of tariffs on lithium batteries is expected to boost exports to the US, with companies like BETTERRY and Guoxuan High-Tech launching new solid-state battery products [3][11]. Hydrogen and Fuel Cells - The development of green liquid fuels is gaining momentum, with pilot projects being initiated in Jiangsu province. This is expected to create new opportunities in the hydrogen sector [10][12]. - The report highlights the importance of hydrogen highways as a key application for hydrogen vehicles, with several provinces implementing toll exemptions to promote this initiative [10][12].