全球能源转型的关键节点，我国绿色能源技术又有新突破。 由远景科技集团投资的上海慕帆动力科技有限公司自主研发的首台氢氨双燃料燃气轮机机组，于今年9月在 内蒙古赤峰基地顺利完成总装下线，即将走向市场。 氢氨双燃料燃气轮机，是一种能同时或交替使用氢气和氨气作为燃料的燃气发电设备。由于使用氢气、氨 气这两种清洁燃料发电，氢氨燃气轮机可以大幅降低传统化石燃料发电带来的碳排放，因而成为实现 "零碳 电力" 的关键技术之一。目前全球仅日本三菱重工和IHI掌握了相关技术，欧美厂商尚未实现突破。 图注：慕帆动力的氢氨双燃料燃气轮机 打破国外垄断的氢氨双燃料燃气轮机机组，则来自于一家中国创业公司。 慕帆动力成立于2015年11月，由总经理林钢领衔的德国海归团队创立，总部位于上海。这支团队深耕绿色 能源领域，专注于新一代零碳泛氢燃气轮机的研发，曾获得远景能源、启明创投、高瓴创投等产业方和投 资机构的投资。 这款燃气轮机的问世，并非常规的单点技术突破。正如GPU之于大模型产业链的位置，氢氨双燃料燃气轮 机是扼制绿氨产业链咽喉的关键设备和技术。 目前在绿氨产业链中，生产和储运技术均相对成熟，而配套的绿氨燃料发动机则成为最后的卡点。目前 ...

双燃料燃气轮机能够通过燃烧氨气发电，在绿色能源的空间转移和时间转移场景中具有不可替代性。 全球能源转型的关键节点，我国绿色能源技术又有新突破。 由远景科技集团投资的上海慕帆动力科技有限公司自主研发的首台氢氨双燃料燃气轮机机组，于今年9月在内蒙古赤峰基地顺利完成总装下线，即将走向市 场。 氢氨双燃料燃气轮机，是一种能同时或交替使用氢气和氨气作为燃料的燃气发电设备。由于使用氢气、氨气这两种清洁燃料发电，氢氨燃气轮机可以大幅降 低传统化石燃料发电带来的碳排放，因而成为实现 "零碳电力" 的关键技术之一。目前全球仅日本三菱重工和IHI掌握了相关技术，欧美厂商尚未实现突破。 100%中国制造 绿氨这个词对大多数人或许有些陌生，但它可能是未来十年最重要的绿色能源之一。 绿氨是指用可再生能源（如风能、太阳能）电解水制取的"绿氢"，再与空气中的氮气结合合成的氨。整个过程可以从源头实现完全的零碳排放，是真正 的"绿色能源"。 图注：慕帆动力的氢氨双燃料燃气轮机 目前氢能在储运环节存在着明显的技术瓶颈，成本高企且安全性差。而氨的工业化生产和应用已经有百余年的历史，相关的技术体系和储运基础设施完备， 储运成本仅为氢气的1/10。通 ...

Group 1: Company Strategy and Business Focus - The company focuses on the transition to low-carbon, digital, and intelligent energy solutions, emphasizing its mission to make electricity cleaner and smarter [2] - The business strategy is summarized as "one body and two wings," with the core business including planning consulting, new energy, clean energy, energy storage, and smart grid solutions [2] - The company has developed comprehensive zero-carbon power system service capabilities through continuous innovation and business expansion [2] Group 2: Rural Revitalization and Digital Initiatives - The company actively participates in rural revitalization, particularly in the "photovoltaic+" sector, offering high-quality distributed energy storage system products [3] - The "Green Beautiful Village" series products are designed to promote energy supply transformation in rural areas, providing solutions like household photovoltaic power stations and photovoltaic cultural stages [3] Group 3: Overseas Market Development - The company has established a localized resource system in overseas markets, focusing on Southeast Asia, South Asia, Africa, and the Middle East, with a comprehensive capability layout in new energy, energy storage, and digital energy [3] - Current overseas project execution and payment collection are reported to be normal and orderly [3] Group 4: Zero-Carbon Initiatives - The company possesses the capability to support the green transition of the power energy sector, integrating new energy, grid, energy storage, and smart operations [4] - It aims to provide comprehensive zero-carbon power solutions, products, and services across all stages and scenarios [4] Group 5: Market Performance and Challenges - The company's stock price is influenced by various factors, including macroeconomic conditions, policy factors, and market sentiment, despite an increase in project announcements [5] - The company emphasizes strategic leadership and aims to enhance operational quality to support market value growth [5] Group 6: Ongoing Projects - Current projects include the Xiamen energy storage demonstration platform, a 210MW offshore wind project in Wenzhou, and a 100MW wind project in Jiangxi, among others [6]