2023年11月山东省发展和改革委员会与山东省能源局联合印发《山东省"十四五"电力发展规划》后，德 能金玉米便开始构思建设热电厂，该电厂配备双锅炉系统、高效汽轮发电机及辅助设施，旨在为本集团 临近的现有及新增玉米淀粉生产设施提供稳定的蒸汽供应。德能金玉米已于2025年1月就建设热电厂取 得山东省发展和改革委员会的建筑批文。 如本公司日期为2025年2月20日的公告所述，启动热电项目着力于满足日益增长的能源需求，并减少对 外部供应商的依赖。随着本集团玉米淀粉生产设施扩建工程的推进.热电厂凭借新安装的设备与设施， 在支援集团日益增长的蒸汽与能源需求方面，已成为至关重要且意义深远的设施。热电厂日后预期将逐 步提升营运效率，并降低德能金玉米的营运成本。 建筑服务包括建造有关位于中国山东省临清市的热电厂的若干构筑物及设施，包括安装双锅炉系统、高 效汽轮发电机组及配套设施。 智通财经APP讯，中国淀粉(03838)发布公告，于2025年11月19日，本公司间接非全资附属公司德能金玉 米与巨能建筑(作为承包商)订立热电厂建筑合同，据此，巨能建筑须就热电厂向德能金玉米提供若干建 筑服务，总合同金额为人民币7000万元。 ...

Core Insights - China's economy has shown stable growth in the first three quarters, with energy consumption growth remaining steady and a significant increase in the share of non-fossil energy consumption [1] Group 1: Energy Production - Energy production has steadily increased, with major energy products such as coal, oil, gas, and electricity showing growth. The industrial raw coal output reached 3.57 billion tons, a year-on-year increase of 2.0% [2] - Crude oil production was 160 million tons, up 1.7% year-on-year, while natural gas production hit 194.9 billion cubic meters, marking a historical high with a growth of 6.4% [2] - Electricity generation totaled 7.3 trillion kilowatt-hours, reflecting a 1.6% year-on-year increase, with significant growth in nuclear, wind, and solar power generation [2] Group 2: Supply Security - Domestic coal supply has been sufficient, leading to a decrease in energy imports. Coal imports fell to 35 million tons, down 11.1% year-on-year, while crude oil imports increased by 2.6% to 42 million tons [3] - Natural gas imports decreased to 9.286 million tons, a decline of 6.2% year-on-year, indicating improved energy self-sufficiency and security [3] - The power supply has been robust, with record-high electricity loads due to sustained high temperatures, enhancing the coordination of power sources and ensuring stable supply for economic and social operations [3] Group 3: Green and Low-Carbon Transition - Energy consumption in the first three quarters grew by 3.7%, with a notable shift towards greener energy consumption structures. The share of non-fossil energy in total energy consumption increased by 1.7 percentage points compared to the previous year [4] - The proportion of clean energy generation from hydropower, nuclear power, wind power, and solar power reached 35.3%, an increase of 1.9 percentage points year-on-year, indicating accelerated green transition in the energy sector [4]

Group 1 - China National Offshore Oil Corporation (CNOOC) has fully launched the second phase of the "Deep Sea No. 1" gas field project in the South China Sea, marking the completion of the largest offshore gas field in China [2][14] - The "Deep Sea No. 1" gas field has proven natural gas reserves exceeding 150 billion cubic meters, with an annual production capacity expected to reach 4.5 billion cubic meters by June 2025, which is 1.67 times the natural gas consumption of Hainan Province in 2023 [4][14] - The project is a significant step towards enhancing China's energy self-sufficiency, as it can meet one-quarter of the natural gas demand for the Guangdong-Hong Kong-Macao Greater Bay Area [15] Group 2 - The development of the "Deep Sea No. 1" gas field has led to the creation of a complete technical system for deepwater drilling, exploration, development, and operation, positioning China among the few countries capable of independently developing ultra-deepwater gas fields [15][16] - The project has also driven the upgrade of the marine equipment manufacturing industry, achieving a significant increase in the localization rate of key equipment from 33% to 80% [10][16] - The successful implementation of the project has created numerous job opportunities and promoted the training of marine engineering talent, contributing to the economic development of the Guangdong-Hong Kong-Macao Greater Bay Area and Hainan Free Trade Port [16]