（原标题：Jack Yuan: Green Insurance Backing for Energy Storage's Expansion Lies a Trillion-Dollar New Market） SFC Correspondent Lu Taoran, Li Deshangyu Multinationals on China: Generali China Insurance is the first Sino-foreign joint-venture property insurance company in China and became wholly foreign-owned last September. Why does GCI focus on the green insurance sector? Jack Yuan: This strategic choice is driven by multiple factors. As a wholly foreign-owned enterprise, differentiation is essential in the fi ...

Core Insights - The Qinghai Hainan Clean Energy Delivery Base Power Project has commenced, with Guangdong Energy Group as a major shareholder, representing Guangdong Province in this significant investment and construction initiative [1][4]. Project Overview - The project is the largest power generation base in China, with the highest proportion of renewable energy, involving a total investment of nearly 73 billion yuan. It is designed to have a total power generation capacity of 19.44 million kilowatts, including 6 million kilowatts of wind power, 9.6 million kilowatts of solar power, 2.64 million kilowatts of coal power, and 120,000 kilowatts of electrochemical energy storage for 4 hours [4]. - The project will utilize a ±800 kV ultra-high voltage direct current transmission line with a capacity of 8 million kilowatts to deliver electricity directly to Guangdong. Once completed, it is expected to generate an average annual output of 36 billion kilowatt-hours, significantly optimizing the national energy layout and supporting high-quality development in the eastern region [4]. Strategic Importance - Guangdong Energy Group emphasizes the strategic significance and far-reaching impact of the project, aligning with national energy security strategies and regional cooperation between Guangdong and Qinghai provinces. The group aims to execute the project with the highest standards and utmost dedication, transforming Qinghai's clean energy advantages into strong momentum for the green transition and high-quality economic and social development [6]. - As the largest and most powerful provincial energy enterprise in Guangdong, the group operates across 22 provinces with a total installed capacity exceeding 62 million kilowatts. The clean energy installed capacity accounts for 59.1%, an increase of 27.6 percentage points compared to the end of the 13th Five-Year Plan, reinforcing the foundation for high-quality development [6].

Core Insights - INNEOVA Holdings Limited has signed a Strategic Cooperation Agreement with HyCee Pte. Ltd. to advance hydrogen energy technologies in Singapore, reinforcing its role in the nation's decarbonization efforts [1][2] Group 1: Strategic Cooperation Agreement - The agreement builds on a previous Memorandum of Understanding and aims to deploy a Hydrogen Pathfinder Pilot in Singapore [1][2] - INNEOVA Engineering and HyCee will collaborate to industrialize hydrogen energy technologies and promote low-carbon economic development [3] - The partnership includes the design and manufacture of up to 20 hydrogen-powered heavy-duty vehicles, with INNEOVA Engineering as the exclusive distributor in Singapore [3][4] Group 2: Hydrogen Ecosystem and National Strategy - This collaboration aligns with Singapore's National Hydrogen Strategy, which targets net-zero emissions by 2050 and aims for hydrogen to supply up to 50% of the nation's power needs by mid-century [2] - The pilot project will focus on hard-to-electrify sectors such as heavy industry, shipping, and mobility, demonstrating the commercial viability of hydrogen technologies [2] Group 3: Operational Support and Infrastructure - INNEOVA Engineering will support homologation activities to ensure vehicle compliance and road readiness, as well as provide maintenance and operational support for hydrogen refueling infrastructure [4] - A dedicated coordination team will facilitate information exchange and implementation oversight to ensure project success [5] Group 4: Commitment to Sustainable Solutions - The agreement positions INNEOVA Engineering as a key enabler of hydrogen adoption, leveraging nearly commercially ready hydrogen power generation technologies [6] - Both companies express a commitment to developing practical and cost-effective solutions that support sustainable mobility and clean energy growth in Singapore [7]

Core Viewpoint - TRUNNANO has developed an innovative aerogel thermal insulation coating that addresses global energy conservation needs and supports the dual carbon goals, showcasing significant technological advancements and application versatility [1][7]. Company Overview - TRUNNANO is a high-tech enterprise based in Luoyang, Henan Province, specializing in the research, development, and production of nanomaterials and specialty chemicals, with a strong R&D team composed of PhDs and senior engineers [8]. Product Development - The aerogel thermal insulation coating was developed after overcoming challenges related to material dispersion and application compatibility, involving extensive formulation iterations to ensure stable performance [2][6]. - The coating features a thermal conductivity of 0.035 W/(m·K), which sets a new global performance record for thermal insulation materials [6]. Product Specifications - The coating is a white paste with a density of 0.6±0.02 g/cm³, adhesion strength of ≥0.6 MPa, and a dry film thickness of ≥2 mm, with a fire rating of A2/B1 [4][6]. Application Versatility - TRUNNANO's aerogel coating is suitable for various applications, including residential buildings, industrial facilities, and petrochemical storage, effectively reducing energy loss and improving safety [5][6]. - In humid areas, the coating prevents frost formation, while in dry, hot locations, it can lower temperatures by approximately 8 to 10°C [5]. Market Impact - The aerogel coatings are contributing to green development across diverse regions, from urban renovations in Asia to temperature control in agricultural settings, aligning with global energy conservation efforts [7].

Core Viewpoint - Hoshine Silicon Industry Co., Ltd. emphasizes its commitment to sustainability and green development, showcasing its achievements in environmental, social, and governance (ESG) practices through its first annual Sustainability Report for 2024 [1][2]. Company Overview - Hoshine Silicon was established in 2005 and listed on the Shanghai Stock Exchange in 2017, focusing on silicon-based new materials and green energy solutions [1][2]. - The company operates multiple digital intelligent manufacturing bases and high-tech R&D centers, with a strong presence in various sectors including energy, silicon metal, and third-generation semiconductor silicon carbide (SiC) [2][3]. Governance - Hoshine Silicon prioritizes integrity in operations and is committed to enhancing its governance system, integrating sustainable development concepts into its core strategies [6][7]. - The company has established a three-layer ESG governance structure, with the Board of Directors overseeing ESG matters and a dedicated task force ensuring effective implementation [8][9]. Environmental Management - The company actively engages in energy and greenhouse gas management, pollutant control, and resource utilization, aiming for low-carbon and sustainable development [14][15]. - Hoshine Silicon has implemented a climate governance structure to address climate change risks and opportunities, aligning with national "dual carbon" goals [15]. Social Responsibility - Hoshine Silicon emphasizes the importance of business ethics and compliance, maintaining a zero-tolerance policy towards unethical conduct and actively promoting a culture of integrity [11][12]. - The company engages with stakeholders through various communication channels to ensure alignment with their expectations and enhance corporate influence [9][10]. Performance Metrics - The report includes a key performance table that outlines the company's achievements in various ESG areas, reflecting its commitment to responsible governance and sustainable practices [1][2].