此次签约的国际经贸合作项目，涉及越南、马来西亚、缅甸、老挝、柬埔寨、印度尼西亚等6个东盟国 家，其中包括中国—东盟人工智能创新合作老挝中心建设运营项目；签约的外商投资项目涉及特色农产 品综合智能生产、生物燃料、纸品加工等产业。 新华社南宁9月18日电（记者朱丽莉）18日，第22届中国—东盟博览会签约仪式在广西南宁举行。现场 签约项目155个，包括产业项目94个、"人工智能+"赋能千行百业项目44个、国际经贸类项目17个。 本届东博会签约仪式聚焦"AI唱主角、企业为主体"主题，围绕打造面向东盟的人工智能国际合作高地、 构建跨区域跨境产业链供应链，着力推动签约一批标志性合作项目成果。 据介绍，"人工智能+"项目44个，涵盖人工智能基础层、技术层、应用层，涉及"人工智能+"制造业、服 务业、农业、文旅等行业领域，为中国—东盟合作注入AI能量。 此次签约10亿元以上项目共45个，涵盖新能源、高端装备、金属精深加工、关键金属、生物医药、商业 航天和低空经济、轻工纺织等细分行业，其中百亿元以上项目2个，50亿元至100亿元项目3个。 【纠错】 【责任编辑:张欣然】 ...

Core Points - The "2025 (5th) Non-Grain Biomass High-Value Utilization Forum (NFUCon 2025)" will be held from November 27-29, 2025, in Hangzhou, Zhejiang, focusing on the theme "Top-notch Intelligence, Industrial Symbiosis" [1][8] - The forum aims to gather representatives from various industries to discuss key areas such as biomass green pretreatment, non-grain sugars, biomass-based chemicals and materials, and biomass energy, contributing to the achievement of carbon neutrality goals [8] Group 1: Event Details - NFUCon 2025 is co-hosted by DT New Materials and the National Key Laboratory of Bio-based Transportation Fuel Technology [1][9] - The forum will feature a series of specialized sessions on topics including biomass green pretreatment, non-grain sugars, and sustainable aviation fuel (SAF) [10] Group 2: Key Personnel - Li Zhenglong, a distinguished professor at Zhejiang University and a national-level high-level talent, serves as one of the conference chairs [5][9] - The National Key Laboratory of Bio-based Transportation Fuel Technology, established in April 2023, focuses on the development of bio-liquid energy applications and the comprehensive utilization of biomass materials [6][9] Group 3: Laboratory Overview - The laboratory has 158 fixed members and aims to become a significant international innovation hub in the field of bio-based transportation fuels [6] - Key tasks include advancing fiber ethanol technology and promoting the industrialization of fiber ethanol, as well as enhancing the quality of by-product utilization [6]

Core Viewpoint - The Australian government announced a 10-year investment of AUD 1.1 billion (approximately USD 735 million) to develop the biofuel industry, which is seen as a "down payment" for this emerging sector [1] Investment Plan - The investment aims to stimulate private sector investment in biodiesel and aviation fuel, expected to increase demand for biofuel feedstocks such as canola and sugarcane [1] - Australia is a major producer of biofuel feedstocks, with most of its current production being exported [1] Agricultural Advantage - Australia has a strong agricultural sector, providing a unique advantage in producing cleaner low-carbon liquid fuels necessary for achieving net-zero emissions in various transportation modes, including aircraft, ships, construction machinery, and heavy trucks [1] Industry Advocacy - Agricultural groups in Australia have long lobbied for government investment in the biofuel sector, arguing that without government support, the industry would struggle to take off [1] - The temporary CEO of the National Farmers' Federation emphasized that this initiative is not only about cleaner fuels but also about job creation and diversifying agricultural operations [1]

Group 1 - The Australian government announced an investment of AUD 1.1 billion (approximately USD 735 million) over the next 10 years to develop the biofuel industry, termed as the "down payment" for this new sector [2] - The investment aims to stimulate private sector investment in biodiesel and aviation fuel, expected to boost demand for biofuel feedstocks such as canola and sugarcane [2] - Australia is a major producer of biofuel feedstocks, with canola exports accounting for nearly one-third of Europe's biodiesel feedstock demand, but has struggled to convert agricultural advantages into domestic energy industry competitiveness [2] Group 2 - The biofuel industry is becoming a key sector in the global energy transition, with the global market size reaching USD 120 billion in 2023, a year-on-year increase of 4.4%, and is expected to exceed USD 170 billion by 2030 [2] - North America leads in biofuel production with nearly 40% market share, followed by South America, particularly Brazil, contributing about 25% [3] - China ranks as the fifth largest biofuel ethanol producer globally, with a production volume of approximately 3.9 billion liters in 2023, reflecting a year-on-year growth of 2.5% [4] Group 3 - Unlike Australia, China's biofuel industry emphasizes "domestic circulation," aiming to reduce reliance on imported crude oil through collaborative industrial chains [5] - The energy revolution positions biofuels not only as alternatives to fossil fuels but also as strategic tools for countries to compete for low-carbon economic influence [5] - A competition for "green fuels" has commenced, spanning from agricultural fields to aviation [5]

Core Points - The Australian government announced a 1.1 billion AUD (approximately 735 million USD) investment over the next decade to develop the biofuel industry, referred to as the "down payment" for this new sector [1] - The investment aims to stimulate private sector investments in biodiesel and aviation fuel, expected to increase demand for biofuel feedstocks such as canola and sugarcane [1] - Australia is a major producer of biofuel feedstocks, with most of its current production being exported, particularly canola, which is a key raw material for the European biodiesel industry [1] Industry Insights - The Australian agricultural sector is well-positioned to produce cleaner low-carbon liquid fuels, which are essential for achieving net-zero emissions in transportation sectors like aviation, shipping, and heavy-duty vehicles [1] - Agricultural groups in Australia have long lobbied for government investment in the biofuel industry, emphasizing that without government support, the sector would struggle to develop [1] - The initiative is not only about cleaner fuels but also aims to create job opportunities and diversify agricultural operations [1]

Core Insights - The Australian government announced an investment of AUD 1.1 billion (approximately USD 735 million) over the next decade to develop the biofuel industry, referred to as the "down payment" for this new sector [1] - The investment plan aims to stimulate private sector investments in biodiesel and aviation fuel, expected to boost demand for biofuel feedstocks such as canola and sugarcane [1] - Australia is a major producer of biofuel feedstocks like canola, sugarcane, and sorghum, with most of the current production being exported [1] - Australian canola is a key raw material for the European biodiesel industry [1] - The Australian agriculture sector has a unique advantage in producing cleaner low-carbon liquid fuels, which can provide the energy needed for achieving net-zero emissions in various transportation sectors [1] - Agricultural groups in Australia have long lobbied for government investment in the biofuel industry, arguing that without government support, the sector would struggle to take off [1] - The temporary CEO of the National Farmers' Federation, Sue McCluskey, emphasized that this initiative is not only about cleaner fuels but also about job creation and diversifying agricultural operations [1]

Core Insights - The 2025 Global Brand Economy Conference highlighted the strategic significance and development prospects of China-Europe energy cooperation, particularly in biofuels and green transition [1] Group 1: Biofuels and Green Transition - Giovanni emphasized that scaling up biofuels relies on technological breakthroughs, stable raw material supply, clear policy frameworks, and reliable financing channels [3] - China's "dual carbon" goals provide strong policy signals, but the focus should be on translating these into stable, actionable implementation plans [3] - International cooperation and institutional partnerships are crucial for addressing challenges in biofuel commercialization [3] - There is significant potential in replicating successful agricultural raw material models in Asia, particularly utilizing non-food crops and agricultural residues [3] - China, as the largest producer of waste cooking oil, has a notable scale advantage, which can be maximized through efficient collection and logistics systems [3] Group 2: Technological Innovation - Giovanni discussed the practical applications of supercomputers in the green transition, enhancing the precision of CO2 geological storage research [4] - The company's "green data center" in Milan, powered partly by photovoltaics, exemplifies how high-energy digital infrastructure can achieve sustainability [4] Group 3: Global Strategy and Production Capacity - The company's diversification strategy includes biofuel production bases across multiple regions, contributing to decarbonization goals in transportation and aviation [4] - New bio-refineries are being established in Malaysia and South Korea, while key production facilities are located in Italy [4] - This cross-regional balance allows the company to mitigate risks from geopolitical policies or supply chain fluctuations, ensuring resilience and stability in the transition process [4] - The goal is to achieve a production capacity of 5 million tons of bio-refined products by 2030, aligning with long-term climate objectives [4] Group 4: International Cooperation and Market Linkage - Giovanni praised the service trade fair platform as a clear demonstration of China's commitment to openness and international cooperation [5] - The platform facilitates collaboration among governments, enterprises, and institutions, which is vital for innovation in the energy transition sector [5] - There is an expectation for the next service trade fair to further connect market demands with technological innovations, enhancing global coordination for regional economic development [5]

Core Insights - The 2025 Global Brand Economy Conference highlighted the strategic significance and development prospects of China-EU energy cooperation, particularly in biofuels and green transition [1][3] Group 1: Biofuels and Challenges - Expanding biofuel production relies on technological breakthroughs, stable raw material supply, clear policy frameworks, and reliable financing channels [3] - China's "dual carbon" goals provide strong policy signals, but effective implementation plans are crucial for success [3] - International cooperation and partnerships are essential to unlock capital and accelerate biofuel projects from pilot phases to commercial scale [3] Group 2: Resource Opportunities - There is significant potential in replicating successful agricultural raw material models in Asia, utilizing non-food crops and agricultural residues as sustainable resources for bio-refineries [3] - China, as the largest producer of waste cooking oil, has a notable scale advantage, which can be maximized through efficient collection and logistics systems [3] Group 3: Technological Innovation - Supercomputers play a practical role in the industrial application of green transition, enhancing research precision in CO2 geological storage [4] - The company's green data center in Milan, powered partially by photovoltaics, exemplifies the integration of sustainability in high-energy digital infrastructure [4] Group 4: Global Strategy and Production Capacity - The company's diversification strategy includes biofuel production facilities across multiple regions, contributing to decarbonization goals in transportation and aviation [4] - New bio-refineries are being established in Malaysia and South Korea, while key production bases in Europe are located in Gela and Venice [4] - A balanced geographical strategy allows the company to mitigate risks from geopolitical policies or supply chain fluctuations, ensuring resilience and stability in the transition process [4] Group 5: Trade Fair and Future Outlook - The service trade fair platform is recognized as a clear demonstration of China's commitment to openness and international cooperation, crucial for innovation in energy transition [5] - The expectation for the next trade fair is to further connect market demands with technological innovations, injecting new vitality into regional economic development and accelerating the global green transition [5]

Core Viewpoint - The company,卓越新能, has transitioned its refinancing project status to "registered submission" as of September 15, indicating progress in its non-public stock issuance aimed at raising funds for green fuel production [2] Group 1: Fundraising Details - The company plans to issue 7,190,795 shares at a price of 41.72 yuan per share, aiming to raise a total of 300 million yuan [2] - The underwriting institution for this non-public offering is 华福证券 [2] Group 2: Project Objectives - The funds raised will be used for projects that can flexibly adjust the output of HVO (Hydrotreated Vegetable Oil) and SAF (Sustainable Aviation Fuel) based on market demand [2] - The production process will utilize waste oils and advanced biochemical technology to create green fuels, aligning with the company's strategy for sustainable development [2] Group 3: Strategic Implications - The implementation of this project is expected to enrich the company's product structure, expand its operational scale, and enhance profitability and overall competitiveness [2] - This initiative supports the company's long-term sustainable development goals and is consistent with its strategic development plan [2]

Investment Rating - The industry investment rating is "Positive" and maintained [12] Core Viewpoints - Multiple countries have set blending targets for Sustainable Aviation Fuel (SAF) and are promoting the SAF industry through tax credits and funding subsidies, indicating a shift from planning to implementation in SAF demand [2][10] - The industry is experiencing an upward trend in activity, with several companies in China producing qualified SAF and obtaining airworthiness certification [2][10] Summary by Sections Blending Ratios - 2025 marks the year when many countries will implement mandatory SAF blending ratios, with policies established in the EU, UK, Norway, Singapore, China, and the US [6][7][19] - The EU has set blending targets of 2% in 2025, increasing to 70% by 2050, while the UK aims for 2% in 2025 and 22% by 2040 [7][21] Subsidies - SAF costs are significantly higher than traditional jet fuel, with the latest prices showing SAF in China at 2,480 USD/ton, which is 3.2 times the price of traditional jet fuel [8][29] - Various countries are using tax credits and funding subsidies to support the SAF industry, with the US providing tax credits of 1.75 USD per gallon produced in 2025 [9][32] Investment Recommendations - The report suggests focusing on companies with mature technology and early capacity advantages in production, such as Zhuoyue New Energy, and on upstream raw material companies that supply used cooking oil (UCO) [10][35]