风电制氢氨醇一体化
Search documents
港股异动 | 金风科技(02208)再涨超5% 公司拟斥189亿布局氢氨醇 机构称风机盈利有望修复
智通财经网· 2025-09-17 05:44
金风科技(02208)再涨超5%,截至发稿,涨4.17%,报11.25港元,成交额1.07亿港元。 民生证券指出,2025年上半年,国内市场风电项目招标总量达到71.9GW,同比增长8.8%;2025年6月风 电整机制造商风电机组投标均价为1616元/kW,自24年底以来整体呈震荡上升趋势。该行指出,2025上 半年末,公司外部待执行订单总量达41.4GW,其中,6MW及以上机组约34.1W。此外,公司外部中标 但尚未签订合同的订单规模约10.4GW,其中6MW及以上机组约9.3GW,占比达88.91%。2025上半年 末,公司海外在手外部订单总量约7.4GW,同比增长42.27%,订单规模持续增长,为未来国际业务收入 提供坚实支撑。 消息面上,金风科技近日发布公告,宣布拟投资189.2亿元在内蒙古巴彦淖尔市建设风电制氢氨醇一体 化项目。该计划包括开发3GW风电装机,所发电力的80%将用于电解水制绿氢,进而年产60万吨绿色甲 醇和40万吨绿氨。金风科技表示,此次投资旨在完善业务布局,借助巴彦淖尔丰富的风光与生物质资 源,构建"风电+绿色化工"综合解决方案能力。 ...
金风科技再涨超5% 公司拟斥189亿布局氢氨醇 机构称风机盈利有望修复
Zhi Tong Cai Jing· 2025-09-17 05:40
消息面上,金风科技近日发布公告,宣布拟投资189.2亿元在内蒙古巴彦淖尔市建设风电制氢氨醇一体 化项目。该计划包括开发3GW风电装机,所发电力的80%将用于电解水制绿氢,进而年产60万吨绿色甲 醇和40万吨绿氨。金风科技表示,此次投资旨在完善业务布局,借助巴彦淖尔丰富的风光与生物质资 源,构建"风电+绿色化工"综合解决方案能力。 民生证券指出,2025年上半年,国内市场风电项目招标总量达到71.9GW,同比增长8.8%;2025年6月风 电整机制造商风电机组投标均价为1616元/kW,自24年底以来整体呈震荡上升趋势。该行指出,2025上 半年末,公司外部待执行订单总量达41.4GW,其中,6MW及以上机组约34.1W。此外,公司外部中标 但尚未签订合同的订单规模约10.4GW,其中6MW及以上机组约9.3GW,占比达88.91%。2025上半年 末,公司海外在手外部订单总量约7.4GW,同比增长42.27%,订单规模持续增长,为未来国际业务收入 提供坚实支撑。 金风科技(002202)(02208)再涨超5%,截至发稿,涨4.17%,报11.25港元,成交额1.07亿港元。 ...
金风科技内蒙古风电制氢氨醇一体化项目签约
Zhong Guo Hua Gong Bao· 2025-09-12 00:45
Core Viewpoint - The company plans to invest approximately 18.92 billion RMB in a wind power hydrogen and methanol integration project in Bayannur City, Inner Mongolia, highlighting its commitment to renewable energy and green chemical production [1] Investment Details - The project will be developed in phases based on actual conditions, with a total planned capacity of 3 GW of wind power [1] - Over 80% of the generated electricity will be used for electrolysis to produce green hydrogen [1] - The project aims to produce 600,000 tons of green methanol and 400,000 tons of green ammonia annually [1] Strategic Advantages - The company will leverage the abundant wind and biomass resources in Bayannur City, enhancing its resource utilization and technological innovation [1] - This initiative is expected to strengthen the company's competitive position in the wind power and green chemical sectors, contributing to its sustainable profitability [1]
60万吨绿醇、40万吨绿氨!超百亿元项目拟签约
Zhong Guo Hua Gong Bao· 2025-09-11 09:17
金风科技提示称,本次投资的项目仍需政府有关部门的项目批复、核准(备案)等审批手续,可能存在无 法获取开发权的风险。此外,如果因为国家或地方有关政策调整、项目审批等实施条件因素发生变化, 该项目后续的实施也可能存在变更、延期或终止的风险。 金风科技9月10日公告,拟与内蒙古自治区巴彦淖尔市人民政府签订《风电制氢氨醇一体化项目投资开 发协议书》,计划在巴彦淖尔市辖区内投资建设风电制氢氨醇项目,总投资金额约为189.2亿元人民 币。 金风科技表示,项目利用巴彦淖尔市丰富的风光资源和生物质资源,充分发挥公司自有资源和技术创新 优势,进一步打造在风电加绿色化工领域的综合解决方案能力,有利于进一步提升公司的市场竞争力和 持续盈利能力。 项目将根据实际情况分期投资开发。总体规划建设3GW风电,所发电力80%以上用于电解水制绿氢,通 过生物质气化耦合绿氢制取绿色甲醇60万吨/年、制取绿氨40万吨/年。 ...
拟投189.2亿,金风科技在蒙建设第五个氢氨醇项目
势银能链· 2025-09-11 03:33
"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 势银年会: 2025势银氢燃年会(1月6-8日,宁波) 点此报名 添加文末微信,加 绿氢 群 9月10日,金风科技股份有限公司发布关于签署投资开发协议并开展申报工作的公告。根据公告, 公司于2025年9月10日召开董事会,审议通过了关于乌拉特中旗3GW风氢氨醇一体化项目的投资协 议,并决定开展相关申报工作。 公司全资子公司乌拉特中旗金风润航新能源科技有限公司将进行化工侧项目备案以及出具《落实投 资承诺函》,同时公司拟与巴彦淖尔市人民政府签订《风电制氢氨醇一体化项目投资开发协议 书》,计划在巴彦淖尔市辖区内投资建设风电制氢氨醇项目,项目总体规划建设3GW风电, 所发 电力80%以上用于电解水制绿氢,通过生物质气化耦合绿氢制取绿色甲醇60万吨/年、制取绿氨40 万吨/年。 本次巴彦淖尔市风电制氢氨醇项目的拟投资金额高达189.2亿元,资金来源为自有资金及银行贷 款。公告提示,该项目的实施尚需政府有关部门审批或备案,公司将根据项目后续的投资进展严格 按照相关法律法规的规定,及时履行相关决策程序和信息披露义务。 势银(Trendban ...
9月10日晚间公告 | 东阳光拟联合收购秦淮数据;金风科技拟约189.2亿投建风电制氢氨醇项目
Xuan Gu Bao· 2025-09-10 11:58
Group 1: Resumption of Trading - ST Haofeng will have its stock resume trading as ZhiXin Network becomes the controlling shareholder [1] Group 2: Mergers, Acquisitions, and Capital Increases - Dongyangguang plans to jointly increase capital in a subsidiary for the acquisition of 100% equity in Qinhuai Data, a large-scale data center solution operator in the Asia-Pacific emerging market [2] - Mengguli intends to raise no more than 980 million yuan through a private placement to fund a project for producing 30,000 tons of lithium-ion battery cathode materials and to supplement working capital [3] Group 3: Share Transfers, Buybacks, and Increases - Kangzhi Pharmaceutical has agreed to transfer 5.0004% of the company to Hongshi Investment [4] - Furan De has raised its buyback price from 14.68 yuan per share to 25.21 yuan per share [5] - BYD's senior management and core personnel have increased their holdings by 488,200 shares, amounting to 52.3278 million yuan [6] Group 4: External Investments and Daily Operations - Goldwind Technology has signed an investment development agreement for a wind power hydrogen ammonia integration project in Bayannaoer City, with a total investment of 18.92 billion yuan [7] - Derma Technology has won a smart logistics project from a well-known e-commerce giant in Latin America, valued at 40.8699 million dollars [8] - Fuliwang's subsidiary, Qiangxin Technology, plans to invest 500 million yuan in a high-end wire material project [9] - Haoen Automotive Electric has received project designation from a leading new energy vehicle brand [10] - Zhixiang Jintai has received approval for clinical trials of GR1803 injection for systemic lupus erythematosus [11] - Baili Tianheng's injection product, iza-bren (EGFR×HER3 dual antibody ADC), has been included in the breakthrough therapy list for patients with platinum-resistant recurrent epithelial ovarian cancer, fallopian tube cancer, or primary peritoneal cancer [12] - Yinlong Co., Ltd. has signed a steel purchase contract with China Railway Shanghai Engineering Group for the SXZQ-3 label in the Shijiazhuang to Xiong'an New Area railway project, with a contract value of 165 million yuan [13] - Trina Solar has signed sales contracts for a total of 2.48 GWh of energy storage products with three customers in China, Latin America, and the Asia-Pacific region, including a 1 GWh overseas order that marks a significant milestone for the company [14] - Zhujiang Co. plans to sell several stock assets at an opportune time, expecting returns to exceed last year's net profit by more than 50% [15]