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上半年国内投资向“新”发力 “绿”动未来
Sou Hu Cai Jing· 2025-07-15 16:21
Group 1 - National fixed asset investment grew by 2.8% in the first half of the year, with investment in the electricity, heat, gas, and water production and supply industry increasing by 22.8% [1] - The green transition of the economy is creating new demand, becoming a significant driving force in the investment market [1] - The green ammonia project in Inner Mongolia is designed to exceed one million tons of production capacity, utilizing clean energy sources like wind and solar [3][5] Group 2 - The green ammonia project marks the entry of China's green hydrogen and ammonia industry into large-scale commercial operation, promoting local consumption of wind and solar resources [5] - The project has received the world's first "ISCC Renewable Ammonia Certificate," opening up international markets for green ammonia products, with global demand expected to reach 200 million tons [9] - The project is strategically located near Jinzhou Port, facilitating international sales to markets in Japan, South Korea, and Europe [11] Group 3 - The construction of a large-scale wind and solar base in Hami, Xinjiang, has completed the topping of a 219-meter heat-absorbing tower, with a total investment of 4.696 billion yuan [13] - The project is expected to generate 2.9 billion kilowatt-hours of electricity annually, enough to supply power to 5.8 million households [15] - The investment direction is shifting towards smart manufacturing, digital infrastructure, and green energy, with local government bond issuance exceeding 550 billion yuan, a 57% year-on-year increase [17]