本次论坛以"绿氢筑基·能创未来"为主题，来自氢基能源领域的专家学者及行业领军人才齐聚一堂，围绕以绿电制氢氨醇油为代表的新型能源形态，共 话发展路径、技术方向和应用前景，为推动氢基能源事业的高质量发展，加速构建清洁低碳、安全高效的能源体系汇聚智慧与力量。 中国能建首席科学家，中电工程党委书记、董事长，电力规划设计总院院长罗必雄致辞时表示，我国正处于"十五五"建设能源强国的窗口期，以及冲刺 2030年前碳达峰目标的最后五年。绿色氢基能源是全球和我国能源体系转型和深度脱碳的关键路径之一。中电工程着力发挥能源电力规划优势、技术研发集 成优势和孵化转化优势，从技术、项目、国际、生态等层面实现了在绿色氢基燃料领域从0到1的多项突破。接下来，中电工程将强化技术研发与设计，确保 先进性；深化政策协同，加快打通"北醇南运"大通道；拓展国际合作，助力中国技术走向世界。 上海市普陀区副区长周如意表示，华东院作为扎根普陀的行业龙头企业，多年来深耕能源工程领域，凭借深厚的研究积淀和丰富的实践经验，为我国能 源事业发展作出了重要贡献，也为普陀区产业发展提供了有力支撑。此次，华东院顺势而为，成立绿色氢基能源化工工程公司，打造专业化、实体化 ...

Core Viewpoint - The company maintains its strategic focus on developing integrated hydrogen energy projects, aiming to create a complete industrial chain from renewable energy generation to hydrogen production and its derivatives [1] Group 1: Strategic Direction - The company is committed to building an integrated hydrogen energy project, focusing on the model of "green electricity to green hydrogen, green hydrogen to green fuels" to address renewable energy consumption and produce high-value-added products [1] - The company is actively advancing benchmark projects in Jilin Liaoyuan and Heilongjiang Anda, with plans to achieve an annual production capacity of 200,000 tons of electrochemical methanol by 2026, meeting EU certification standards [1] Group 2: Future Goals - By around 2030, the company aims to have a supply capacity of 1 million tons of electrochemical methanol, which will support multiple green alternative fuel product lines for the shipping industry [1] - The hydrogen energy business is a core pillar of the company's "environmental protection + new energy" dual-driven strategy, with steady progress on specific projects and capacity goals being effectively executed [1]

Group 1: Environmental Business Development - The company adheres to a "dual-driven" strategy of "environmental protection + new energy," focusing on three core businesses: waste incineration power generation, urban and rural sanitation services, and environmental equipment manufacturing [2][3] - The Hanoi project in Vietnam has expanded its capacity from 75MW to 90MW, marking it as the largest waste incineration power plant invested by a Chinese company overseas [3] - The company is actively expanding into Southeast Asia and Europe, leveraging its technological advantages to secure more BOT and EPC project orders [3][4] Group 2: International Expansion and Strategic Contracts - The company signed a €56 million contract for a waste incineration power project in Toulouse, France, enhancing its recognition in the European environmental market [3][4] - Collaboration with Suez Group strengthens the company's position in the core equipment sector of waste incineration power generation, supporting its transition to a comprehensive environmental service provider [4] Group 3: Hydrogen Energy Sector Outlook - The company is optimistic about the hydrogen energy sector, supported by strong policies, technology, and market demand [5][6] - It has received a total of ¥280 million in policy-based financial support for its Liao Yuan and An Da projects [5] - The company aims to produce green methanol with a CO2 conversion rate exceeding 98%, utilizing advanced technology and AI for energy management [6] Group 4: Project Plans and Production Capacity - The Liao Yuan project includes 514.8MW of grid-connected wind power and aims to achieve green methanol production capacity by the end of Q2 2026 [7][8] - The company plans to reach an annual production capacity of 200,000 tons of green methanol by 2026, with a long-term goal of increasing this to 1 million tons by 2030 [8]

Core Viewpoint - The company is strategically transitioning to a "dual-wheel drive" model of "environmental protection + new energy," aiming to become a leading international operator in environmental and hydrogen-based energy products [2][4]. Group 1: Business Operations - The company's core business is built on three pillars: waste-to-energy incineration, urban and rural sanitation services, and environmental equipment manufacturing [2]. - The company has developed a full range of new high-efficiency waste incineration power generation equipment, maintaining a leading position in the national market [2]. Group 2: Energy Utilization and Growth - The company has explored an energy cascading utilization model, achieving a steam sales volume of 1.16 million tons from 10 domestic projects by mid-2025, representing a year-on-year increase of 59.6% [3]. - The traditional waste incineration business is viewed as an energy production process, facilitating the transition into the new energy sector [4]. Group 3: International Expansion - The company has expanded its waste incineration power project in Hanoi, Vietnam, increasing its total installed capacity from 75 MW to 90 MW, marking it as one of the largest overseas projects by a Chinese enterprise [5]. - The company has successfully exported waste incineration equipment to multiple countries, including Vietnam, Singapore, India, Maldives, and France [5]. Group 4: New Energy Market Position - The global hydrogen-based energy market is experiencing explosive growth, particularly in sectors like shipping, aviation, and steel, where decarbonization is challenging [6]. - The company plans to achieve an annual production capacity of 200,000 tons of EU-certified methanol by 2026, with a goal to increase this to 1 million tons by 2030 [6]. - The company has obtained ISCC EU certification, allowing its products to meet EU market entry standards, facilitating access to the European market [6].

Group 1: Environmental Business Growth - The company is focusing on new profit growth points in its environmental business through refined management and operational upgrades in waste-to-energy, urban sanitation services, and environmental equipment manufacturing [2][4] - New business models such as combined heat and power, collaborative disposal, and "waste-to-energy + IDC" partnerships are being explored to integrate environmental services with digital economy [2][4] Group 2: International Expansion and "Belt and Road" Initiative - The company is actively expanding its overseas business along the "Belt and Road" by leveraging its core technology in waste-to-energy and comprehensive service capabilities [4][5] - In 2025, the company aims to enhance its presence in high-quality solid waste disposal projects in "Belt and Road" countries, transitioning from a single project operator to a comprehensive environmental service provider [4][5] Group 3: Hydrogen Energy Development - The company is advancing into the hydrogen energy sector, investing in green methanol and methane projects, and establishing a complete industrial chain from wind and solar power to hydrogen production [6][7] - The Liao Yuan project includes a total installed capacity of 514.8 MW for grid-connected wind power and 443 MW for off-grid wind power, with a production capacity of 170,000 tons/year of methanol [6][7] Group 4: Green Methanol and Methane Production - The company plans to achieve a production capacity of 1 million tons of ISCC RFNBO standard methanol by 2030, supporting the shipping industry's carbon reduction goals [7][8] - The Liao Yuan integrated project aims to produce 100,000 tons of green methanol and 190,000 tons of green methane annually, with construction expected to be completed by Q2 2026 [7][8] Group 5: Policy Support and Financial Backing - The company has received 280 million yuan in policy financial support for its Liao Yuan and An Da projects, which is a significant endorsement of their technical feasibility and environmental value [9][10] - The national government has launched a 500 billion yuan financial tool to support green low-carbon transitions, with the company benefiting from this initiative [9][10]

Group 1 - The company is steadily advancing the grid connection testing for the Rudong gravity energy storage project [2] - The construction of hydrogen-based energy projects in Liaoyuan and Anda is ongoing, with specific project progress to be disclosed in the company's public announcements [2] - The company has been asked about the production timeline for projects in Tongliao and Vietnam, indicating investor interest in these developments [2]