□四川日报全媒体记者 王若晔 冬季来临，温泉康养旅游迎来消费旺季。四川地热资源丰富，总量位居全国第三，截至目前，四川共调查核实地 热点近400处，是名副其实的地热大省。作为地热最常见的表现形式，温泉一般藏在哪儿？如何发现它的踪迹？在 四川，就有一群用科技破解地下热脉密码的温泉"猎手"。 近日，由西南交通大学牵头完成的《四川盆—山水热型地热资源形成机理与勘查开发研究与应用》，荣获2025年 度绿色矿山科学技术进步奖二等奖，该奖项是我国绿色矿山领域最具影响力的社会力量奖项之一。 探泉之难： 地质构造复杂且寻泉方法须升级 四川省地球物理调查研究所教授级高级工程师武斌，与温泉打了几十年交道，谈起四川温泉如数家珍。 从20世纪50年代开始，四川就启动了中深层地热能开发利用工作，武斌团队陆续发现了不少温泉，但也有不少空 手而归的时候。 "找温泉是一个复杂的技术活。"武斌说，"温泉一般出现在地质构造十分复杂的地方，地质成因和演化过程更是错 综复杂，要用到一系列关键技术手段，得会观山听雨，读懂大地的信号。" 这与四川复杂多样的地形密不可分。全省地形地貌差异显著，地热资源分布、赋存条件各不相同，进一步增加了 勘查难度。尽管四川 ...

2026年2月，美国犹他州的荒漠里发生了一件大事。一家叫Fervo Energy的公司，正式把地底深处的电力 输送进了电网。这可不是咱们常见的风力大风车，也不是铺满山坡的光伏板，而是从地下几千米硬生 生"榨"出来的地热电。更绝的是，这电不仅24小时不断供，还号称自带"充电宝"功能。谷歌和比尔·盖 茨早就砸了数亿美元在后面排队等着。这让人不禁犯嘀咕：这到底是资本为了炒作搞出来的新花样，还 是真能把咱们熟悉的风电光伏给彻底淘汰了？ EGS是全新发明吗？ 咱们先别被"下一代地热"这个高大上的名字给唬住了。说穿了，这技术压根就不是什么从0到1的全新发 明，而是把石油行业玩剩下的东西，换了个地方接着用。 以前咱们聊地热，那是得看老天爷脸色的。你得运气好，在地下浅层（大概2到4公里）刚好碰到滚烫的 石头，还得刚好有裂缝，最关键的是还得有水流过产生蒸汽。这三个条件缺一个，地热发电就搞不成。 但美国这次搞的"增强型地热系统"（EGS），路子非常野。既然老天爷不给裂缝和水，那咱们就自己 造！ 这套玩法的核心，其实就是美国页岩油气革命的那套看家本领——水平钻井加上水力压裂。Fervo公司 在犹他州的试验场就是这么干的：先垂直向下 ...

Core Viewpoint - Geothermal energy is gaining traction as a clean, efficient, and stable renewable energy source in the context of China's "dual carbon" goals, with expanding application scenarios and significant opportunities for development in the energy sector [1][2]. Industry Development - China possesses approximately 1/6 of the global geothermal resources and leads in direct utilization, accounting for about 37.7% of the global total [2]. - The development of geothermal energy technology has advanced significantly, with innovations such as containerized geothermal power generation reducing construction time to 1/10 and costs to 1/2 compared to international standards [2]. - The shift towards geothermal energy is crucial for achieving carbon neutrality and enhancing energy security, especially given China's reliance on imported fossil fuels [2]. Zero Carbon Park Construction - The construction of zero carbon parks presents new opportunities for geothermal energy, with the EU's carbon border adjustment mechanism emphasizing the importance of sustainable energy supply systems [3]. - Notable projects include the Liaoning Shenyang Sino-German High-end Equipment Manufacturing Industrial Park and the Zhengzhou Airport Economic Zone, which utilize geothermal energy for clean heating solutions [3]. Economic Benefits - Implementing geothermal heating in buildings can save significant amounts of natural gas and reduce energy expenditures, with estimates suggesting a savings of approximately 3 billion yuan annually for every 100 million square meters of buildings [4]. - The transition to geothermal energy not only lowers carbon emissions but also significantly reduces operational costs, as demonstrated in projects like the one in Xinxiang, Henan [4]. Future Prospects - The geothermal industry is expected to develop into a distinctive industrial cluster worth over 100 billion yuan, driven by continuous technological advancements and supportive government policies [5]. - The growth of the geothermal sector is anticipated to encompass a wide range of applications, including residential heating, hospitals, schools, and industrial uses, contributing to new economic growth points and production capabilities [5].

发展新质生产力是一项系统性工程。今年省两会上，政府工作报告提出，坚持创新驱动发展，因地制宜 发展新质生产力。如何结合河南实际培育和发展新质生产力？高校怎样赋能产业向新？创新人才如何培 育？代表委员就相关话题展开了热烈讨论。 发挥比较优势 推动产业向新 "因地制宜，核心是将区域的资源禀赋与前沿技术深度融合。"省人大代表、万江新能源股份有限公司总 裁侯涛表示。作为深耕地热领域的企业，万江新能源围绕河南丰富的地热资源，成功研发中深层地热井 下换热技术，实现"取热不取水"，并创新岩土储能循环利用技术，实现"冷暖双供"。侯涛介绍，在新乡 中原农谷清洁供暖项目中，地热能替代天然气供暖，大幅降低了成本，为多元化应用场景提供绿色、经 济的能源保障。 省人大代表，郑州圆方集团党委副书记、董事长李圆方介绍，圆方集团将创新聚焦于民生服务。"河南 有近1亿人口，关爱'一老一小'、优化公共服务十分重要。"李圆方说，圆方集团自主研发"医智管"智能 体生态平台，提升医院后勤管理效率。他举例，在一个150人的中型保洁项目中，运用平台管理不仅能 节约成本，更能将管理响应速度提升40%。"我们依托已运行成熟的'AI+技能培训+就业匹配'数字人力 ...

Group 1 - The core focus of the report is on promoting green and low-carbon development in Binzhou by 2026, emphasizing structural adjustments and demonstration projects [1] - The city plans to accelerate the development of new energy, including the construction of a comprehensive wind-solar-storage transmission base and the implementation of 10 key projects, aiming to add 1 million kilowatts of renewable energy capacity [1] - Initiatives include the development of new models for "source-grid-load-storage" and "green electricity direct connection," along with the establishment of a 500 kV highland transmission and transformation project [1] Group 2 - The report highlights the importance of improving ecological environment quality through actions such as the clean transformation of 99 coal-fired furnaces and the renovation of 120 kilometers of rainwater and sewage pipelines [2] - It emphasizes the implementation of a river and lake chief system and systematic governance of river basins to enhance the beauty of coastal areas [2] - The completion of a national regional waste salt disposal center and the promotion of red mud comprehensive utilization are part of the efforts to create a "waste-free city" [2]

Core Viewpoint - The demand for geothermal energy in the U.S. is expected to rise significantly due to the increasing power needs of data centers, driven by major tech companies like Meta and Google, which are investing in geothermal power agreements [1][2]. Group 1: Geothermal Energy Potential - Global geothermal installed capacity is approximately 16.5 GW, with the U.S. accounting for 3.9 GW, representing about 24% of the global total [1]. - The potential geothermal capacity worldwide is estimated at around 162 GW, nearly ten times the current installed capacity, with the U.S. and Asia (primarily Indonesia) having potential capacities of approximately 35.0 GW and 74.3 GW, respectively [1]. Group 2: Major Contracts and Developments - Meta has signed a 150 MW geothermal power purchase agreement with SageGeosystems for 2024, with the first phase expected to be operational by 2027, and another 150 MW agreement with XGSEnergy for its New Mexico data center, expected to be completed by 2030 [2]. - Google has entered into a 115 MW geothermal energy agreement with Fervo Energy and NVEnergy for its Nevada data center, utilizing next-generation enhanced geothermal systems (EGS) technology [2]. Group 3: Pricing Trends - The purchase price for geothermal energy for AI data centers has risen to $100/MWh, reflecting a more than 45% increase compared to 2024 [2]. - Ormat's financial reports indicate ongoing discussions for geothermal projects with major cloud service providers and data centers, with project sizes around 250 MW and purchase prices exceeding $100/MWh [2]. Group 4: Key Investment Targets - Kaishan Holdings (300257.SZ) has four geothermal projects under construction in the U.S., totaling approximately 62-79 MW. If priced at $100/MWh, these projects are expected to generate revenues of $0.5-0.7 million [2].

Group 1 - Geothermal energy concept is experiencing a significant rise, with companies like Shuangliang Energy hitting the daily limit increase, and Kaishan Shares rising over 13% [1] - Other companies in the geothermal sector, such as Huaguang Huaneng, Binglun Environment, and Bingshan Cold and Heat, are also showing notable gains [1]

Core Viewpoint - The company announced that its subsidiary, Sorik Marapi Geothermal Power Company (SMGP), achieved significant growth in electricity generation and revenue for the year 2025, indicating a strong performance in the geothermal energy sector [1] Group 1: Electricity Generation - The total electricity generation for SMGP in 2025 was approximately 1.5 million megawatt-hours [1] - The electricity generation increased by 25.38% compared to the previous year [1] Group 2: Revenue Performance - The electricity revenue for SMGP reached $127 million in 2025 [1] - The revenue saw a year-on-year increase of 25.74% [1]

Core Viewpoint - The "Donggao Hot 1" well breaks the traditional pattern of geothermal resources in China, which is characterized by "strong in the west, weak in the east," and provides a new path for energy diversification in Dongying, while also serving as a practical example for alleviating structural energy contradictions at the national level [1][3]. Geothermal Resource Development - The "Donggao Hot 1" well, located in Dongying, Shandong Province, reaches a depth of 4002.17 meters with a bottom temperature of 162℃ and a wellhead water temperature of 138℃, producing a flow rate of 101.3 cubic meters per hour [2][3]. - The well's breakthrough is based on a geological survey covering approximately 4000 square kilometers and introduces a new theory of "sedimentary basin potential mountain hydrothermal type" for high-temperature geothermal formation [5][6]. Technical Innovations - To address the "hot but no flow" issue, the Shandong Geological and Mineral Exploration Bureau developed a "high-temperature acid fracturing technology" that enhances the flow capacity of geothermal reservoirs by 12 times and increases wellhead temperature by 18℃ [6]. - The principle of "balanced extraction and reinjection, taking heat without depleting water" is emphasized to ensure sustainable geothermal resource development [7][8]. Economic Benefits - The use of geothermal heating in agricultural settings, such as the Shandong Shuangfu Flower Company, has significantly reduced heating costs from 40 yuan per square meter to 15 yuan per square meter, saving approximately 5 million yuan annually [10][11]. - The "Donggao Hot 1" well is estimated to release 679,000 GJ of heat annually, equivalent to about 27,000 tons of standard coal, with potential applications in electricity generation and industrial steam production, contributing to a projected annual economic benefit of around 450 million yuan [12][13]. Future Potential - The geological conditions in regions like Dezhou and Binzhou in Shandong are believed to have similar potential for discovering deep high-temperature geothermal resources, which could further activate the geothermal economy on a larger scale [13].

Core Insights - The Jiangsu Province's key clean geothermal energy utilization demonstration project has achieved a significant milestone by successfully generating electricity from geothermal energy, marking the entry of deep geothermal resource development into the "electric era" [1] Group 1: Project Overview - The project is a collaboration between the Jiangsu Geological Survey Institute, the Natural Resources and Planning Bureau of Rudong County, and Jiangsu Yangtong Development Investment Co., Ltd [1] - The project utilizes high-quality geothermal resources from the "Yangshen 1 Well," which has a measured wellhead water temperature of 108°C and a daily water output exceeding 5,360 cubic meters [1] Group 2: Technological Achievements - The technical team successfully conducted a geothermal power generation test, achieving a single well power output exceeding 200 kW [1] - The project has established a "high-efficiency conversion + green protection" technical system, which is crucial for the promotion of "geothermal energy cascading utilization" [1] Group 3: Future Implications - The successful power generation test fills the gap in geothermal power generation in Jiangsu Province and lays a solid foundation for the subsequent construction of a comprehensive utilization demonstration project that integrates geothermal power generation, agricultural product drying, building heating/cooling, modern facility agriculture, and tailwater recharge [1] - The continuous and stable operation of the test validates the adaptability of the technical route under Jiangsu's specific geological resource conditions, marking a transition from "theoretical design" to "engineering verification" [1]