格隆汇1月6日｜受大西洋和北极高压系统驱动的北风影响，欧洲北部和中部气温在周一及周二凌晨大幅 下降。据英国气象局数据，英格兰东南部的马厄姆夜间最低气温跌至-12.5℃。政府预报员称，法国东 部的穆特和巴伐利亚阿尔卑斯山脉的奥伯斯多夫气温均降至-22℃。这场寒潮推高了全欧洲的供暖需 求，迫使法国增加燃气发电机出力，以应对周一创下五年新高的电力需求。法国气象局的气象学家指 出，这是自2012年以来法国遭遇的最严重寒潮。周二，法国西北部26个省份维持雨雪冰冻橙色预警，大 西洋沿岸的滨海夏朗德省降雪量达到30厘米。预计该国周三将迎来新一轮降雪。 ...

一、业务核心定位：燃气发电赛道的 "模块化解决方案领航者" 杰瑞的燃气发电项目，核心燃机是靠外购的，依托 "外购核心机头 + 深度系统集成 + 本 地化交付" 的独特模式，成为北美 AI 数据中心、油气田微网等场景的优选供应商，是国 内少数能在海外高端燃气发电市场实现规模化交付的企业。 其业务聚焦两大核心场景：北美 AI 数据中心（主供电源 / 调峰 / 应急）：主打 6MW/35MW 级模块化航改燃机，精准匹配高算力需求下的低 PUE、快速部署、高可靠 性要求；油气田微网 / 工业分布式：以 "燃机 + 储能 + 热电联供" 一体化方案，解决现场 供电难题与减排需求，形成差异化竞争优势。 二、技术路线：航改燃机为主，多方案互补 1. 核心技术组合 2. 与 SOFC 的场景分流（北美数据中心） 在北美数据中心燃气发电赛道，杰瑞航改燃机与 SOFC（固体氧化物燃料电池）形成互 补而非竞争：杰瑞航改燃机：主打主用 / 调峰 / 应急场景，核心优势是快速启停、规模化 交付能力强、可靠性经过长期验证，能满足数据中心突发断电、负荷波动时的供电需 求；SOFC（如 Bloom Energy 产品）：主打基荷供电（持续稳 ...

据杰瑞股份消息，12月25日，杰瑞敏电能源集团与川崎重工能源集团举行燃气轮机战略合作签约仪式。 公司表示，此次签约标志着双方在燃气发电领域的伙伴关系迈入新阶段，将共同为全球AI数据中心、 工业制造及油气能源等领域提供电力解决方案。 ...

Core Insights - The establishment of the Siemens Energy Hainan Gas Turbine Assembly Base marks a significant milestone in the collaboration between Siemens and the Hainan Free Trade Port, reflecting a 30-year journey of technological and economic development in the Yangpu Economic Development Zone [2][3][5]. Group 1: Historical Context - The two Siemens V94.2 gas turbines, operational for 30 years, were pivotal in the development of the Yangpu Economic Development Zone, providing reliable power and enabling industrial growth [4]. - The introduction of these turbines in 1994 was crucial for overcoming the energy supply challenges faced by the newly established economic zone [4]. Group 2: New Developments - The new Siemens Energy assembly base will serve as a comprehensive hub for manufacturing, assembly, engineering services, and R&D, aimed at the local and Southeast Asian markets for gas power, offshore wind, and green hydrogen [5][6]. - This project is the first significant foreign investment manufacturing project in Hainan since the Free Trade Port's establishment, indicating a shift from Siemens being a supplier to becoming a co-builder and solution partner [5][6]. Group 3: Strategic Importance - The project aligns with the goals of the Hainan Free Trade Port, which aims to create a high-level open economy and a resilient energy system, leveraging institutional innovations and favorable policies [6][7]. - The Yangpu Economic Development Zone is evolving from attracting foreign investment through preferential policies to a model of institutional openness that gathers global high-end resources [8]. Group 4: Future Outlook - The transition from old to new energy infrastructure symbolizes the upgrading of development momentum in Yangpu, with Siemens' new project representing a leap in the capabilities of Hainan as a significant gateway for China's new era of openness [9].

Summary of Conference Call Records Companies and Industries Involved - **Jereh Group** (杰瑞股份) - **Haimai Technology** (豪迈科技) - **Boinhan Company** (博盈特焊) - **HRSG Industry** (Heat Recovery Steam Generators) Key Points and Arguments Jereh Group - Jereh Group expects to achieve approximately **1.5 billion RMB** in sales revenue from over **200 million USD** gas generator orders by the end of **2025 to 2026**, with a net profit increase of **300-400 million RMB** [1][5] - The company anticipates **70 million USD** in rental income for **2025**, corresponding to a profit of **200 million RMB** [1][5] - Jereh has over **800 MW** of gas turbine resources and plans to expand its capabilities in collaboration with **Baker Hughes** and **Siemens**, aiming for **6-7 billion RMB** in revenue from the power generation segment within five years [1][3][4] - The company has secured two significant orders in North America, totaling over **200 million USD**, with deliveries expected between **2025 and 2026** [2][5] - Jereh's core competitive advantages include strong design capabilities, resource reserves, and channel advantages in North America and the Middle East [6] Haimai Technology - Haimai Technology's stock has reached new highs, benefiting from the gas turbine supply chain, with a projected revenue growth of over **20%** in **2025** [3][12] - The company has a global market share of over **30%** in tire molds and maintains stable cash flow through partnerships with brands like **Bridgestone** and **Michelin** [3][12] - Haimai's large component business has expanded into gas turbines and wind power-related castings, with a strong order backlog for **2025 and 2026** [12][13] - The company is also experiencing growth in CNC machine tools, with expectations of revenue reaching **2.5 to 3 billion RMB** in **2025**, reflecting a **24%** and **20%** year-on-year increase [3][19] Boinhan Company - Boinhan's stock has doubled in less than two months, driven by the high demand in the gas turbine sector [9] - The company is expected to release order announcements that will validate its order-taking capabilities, further boosting its stock price [9][11] - Boinhan's main business is steadily rising, with net profit margins in overseas markets nearing or exceeding **20%** [11] HRSG Industry - The HRSG sector is expanding to meet customer demand, with expectations of price increases in the coming quarters due to sustained demand [10] - The industry is experiencing a significant potential for mid-sized gas turbine matching, which has not yet been fully realized [10] Other Important but Possibly Overlooked Content - Jereh's overall performance is projected to reach around **3 billion RMB** in **2025**, with potential to exceed **4 billion RMB** if more orders are secured [7][8] - Haimai's CNC machine tool business is expected to grow significantly, with a focus on high-end five-axis machine tools, which have a market size of approximately **12 billion RMB** [17][18] - The manufacturing industry is anticipated to enter a new upcycle in **2026**, driven by equipment replacement needs and supportive policies [18]

12月8日，记者从中国华电集团公司四川公司了解到，国家第一批燃机创新发展示范项目、四川省重点 项目——四川华电内江燃机创新发展示范项目1号机组顺利完成168小时试运行，正式投产发电，这标志 着该项目两台F级475MW燃气机组全部建成投运，为四川省迎峰度冬能源保供注入强劲动能。 该项目是四川省在负荷中心与天然气主产区布局的重点调峰气电项目，也是内江市首个燃气发电项目。 总投资21.4亿元，建设2台F级475MW燃气—蒸汽联合循环机组，其中2号机组已于7月25日投产发电。 "作为四川电网调峰电源，相较于传统煤电，这个项目具备快速启停、灵活调峰、碳排放低等优势，可 有效适配新能源大规模并网需求，为电网安全稳定运行保驾护航。"华电内江燃气发电有限公司副总经 理陈胜介绍，项目机组调试、运行期间，热控与电气保护投入率100%，氮氧化物、二氧化硫等环保排 放指标低于国家超低排放标准，实现了"高效发电与绿色低碳"双统一。 据了解，项目全面建成后，预计年发电量可达23.75亿度，每年可节省标准煤约20万吨、减少碳排放约 88万吨。该项目实现了四川内江地区页岩气资源就地转化与高效利用。（记者薛晨） ...

Core Viewpoint - The article discusses the rising interest in the gas turbine sector, highlighting recent significant orders for Jerry Holdings and the overall market potential driven by the demand for stable power supply, particularly for AI data centers [1][18]. Summary by Sections Gas Turbine Overview - Gas turbines convert thermal energy into mechanical power using a high-speed rotating wheel, reflecting a country's industrial strength and playing a crucial role in the energy supply system. They are recognized for their environmental performance, operational flexibility, space efficiency, and excellent power quality [3]. Market Share and Key Players - According to GEM data, GE Vernova, Siemens Energy, and Mitsubishi Heavy Industries dominate the global gas turbine market, holding two-thirds of the share in gas-fired power plants under construction. GE Vernova leads with nearly 55GW of capacity, particularly in Asia [4]. Advantages of Gas Turbines - Compared to nuclear power, gas power plants have shorter construction cycles, aligning better with data center needs. The average construction time for gas plants in the U.S. is under four years, while nuclear plants take about 115 months [5]. - Gas plants have faster approval processes and more stable power supply compared to solar and wind energy, which are affected by natural conditions [6]. - Gas turbines outperform diesel generators in startup speed, deployment flexibility, and maintenance costs, making them more suitable for data centers [7][8]. Cost Advantages - The Levelized Cost of Energy (LCOE) for gas power projects in the U.S. was $45/MWh in 2020, with projections to decrease to $42.72/MWh by 2028, enhancing their economic viability for AI data centers [9]. HRSG (Heat Recovery Steam Generator) - HRSG is a key component in gas-steam combined cycle systems, recovering waste heat from gas turbines to improve energy efficiency. The market for HRSG is currently underexplored, with a significant capacity gap expected to widen by 2027 [10][11]. Market Dynamics and Barriers - The North American market has stringent technical standards and customization requirements for HRSG, creating barriers for entry. Tariffs and trade policies also impact the export of HRSG equipment [12][13][14]. Domestic HRSG Export Outlook - Domestic companies like BYTH and Xizi Clean Energy are optimistic about HRSG exports, with significant production capacity planned in Vietnam and successful projects in various countries [15][16]. HRSG Value Assessment - The pricing model for HRSG is similar to gas turbines, with average values per production line estimated at $10-12 million. The industry’s net profit margins are expected to rise as supply-demand gaps widen [17].

近日，中国在能源与动力领域接连实现突破。绿氢年产能超22万吨居全球首位、单机容量最大燃气电厂 首台机组投产、无油飞机发动机首次亮相……这些成就均为中国高质量发展注入强劲动能。 我国绿氢年产能居全球首位 "十五五"规划建议中提出，要前瞻布局包括氢能和核聚变能在内的六大未来产业。当前我国氢能产业快 速发展，多项技术指标位居全球首位。数据显示，截至今年9月底，我国清洁氢项目投资额占全球比重 的30%，居全球首位。目前，我国的绿氢产能已经超过每年22万吨，占全球的50%以上;建成的加氢站已 经超过540座，占全球的40%。 "十五五"期间，我国将加快推动氢能规模化发展，力争实现可再生能源制氢装机达到100GW，形成较 为完备的氢能产业技术创新体系、清洁能源制氢及供应体系。 首台机组投产 11月30日，我国单机容量最大燃气电厂首台机组——国家能源集团浙江安吉电厂1号机组，正式投产。 中国在能源与动力领域不断取得突破，不仅展现了雄厚的科技实力与产业韧性，更清晰地指明了面向未 来的绿色发展路径，这些硬核成就的背后，是持续不断的自主创新和对可持续发展目标的坚定追求。 我国单机容量最大燃气电厂 11月27日，在亚洲通用航空展上 ...

"十五五"规划建议中提出，要前瞻布局包括氢能和核聚变能在内的六大未来产业。 当前我国 氢能产业快速发展，多项技术指标位居全球首位 。数据显示，截至今年9月底，我国清洁氢 项目投资额占全球比重的30%，居全球首位。目前， 我国的绿氢产能已经超过每年22万吨， 占全球的50%以上 ；建成的加氢站已经超过540座，占全球的40%。 "十五五"期间，我国将加快推动氢能规模化发展，力争实现可再生能源制氢装机达到 100GW，形成较为完备的氢能产业技术创新体系、清洁能源制氢及供应体系。 来源：央视新闻客户端 近日，中国在能源与动力领域接连实现突破。绿氢年产能超22万吨居全球 首位 、单机容量最 大燃气电厂 首台 机组投产、无油飞机发动机 首次 亮相……这些成就均为中国高质量发展注 入强劲动能。 我国绿氢年产能居全球首位 中国在能源与动力领域不断取得突破 不仅展现了雄厚的科技实力与产业韧性 更清晰地指明了面向未来的绿色发展路径 这些硬核成就的背后 我国单机容量最大燃气电厂 首台机组投产 11月30日， 我国单机容量最大燃气电厂首台机组 ——国家能源集团浙江安吉电厂1号机组， 正式投产。 该项目采用 国内单机容量最大、效率最 ...

Group 1: Carbon Fiber Project - A high-performance carbon fiber project in Shanxi has been completed and is now in production, achieving domestic mass production of T1000 grade carbon fiber with 12K small tow [1][4] - The single fiber diameter is only 6 to 7 micrometers, less than 1/10th of a human hair, with a tensile strength exceeding 6400 MPa [4] - Carbon fiber is widely used in national defense, aerospace, rail transportation, and low-altitude economy, and is considered a "super strong material" crucial for national strategic material security [7] Group 2: Gas Power Generation - The Zhejiang Anji Power Plant's Unit 1, the largest gas power plant in China, has officially commenced operation after completing 168 hours of full-load trial operation [8] - This project utilizes the largest and most efficient gas turbine in the country, achieving an efficiency of 64.15%, representing an approximate 17% improvement [9][8] Group 3: Energy Storage and Natural Gas Production - The first pumped storage project in the Guangdong-Hong Kong-Macao Greater Bay Area during the 14th Five-Year Plan has been fully commissioned, with the Meizhou pumped storage power station capable of absorbing 7.2 billion kWh of clean energy annually [10][12] - The Tarim Oilfield has added over 2 billion cubic meters of new natural gas production capacity from 27 ultra-deep gas wells, with the largest ultra-deep gas field in China now producing 38 million cubic meters of natural gas daily [13][15] Group 4: Innovative Aviation Technology - The first oil-free aircraft engine was showcased at the Asian General Aviation Exhibition, featuring a megawatt-class hybrid power system that offers high power density and reliability without using any oil [17] - This hydrogen-fueled turbine engine does not require any oil, significantly reducing carbon emissions compared to traditional aviation fuels [18] Group 5: Overall Progress - These projects and innovations illustrate the progress of China's modernization efforts, with expectations for more advancements and achievements towards achieving zero carbon emissions [20]