记者了解到，十多年来，霍尼韦尔持续创新，推出多项使用不同原料制备可再生替代燃料的工艺技术。 新型Biocrude Upgrading技术进一步丰富了霍尼韦尔可再生燃料技术组合，包括Ecofining工艺技术、乙 醇制可持续航空燃料(ETJ)技术、费托合成(FT)Unicrackin技术，以及可使用绿氢和二氧化碳制备电子燃 料(e-fuels)的UOP eFining技术。 据悉，对于船舶运营商而言，这些即用型或直接替代型燃料为传统重质燃料油提供了高性价比且低碳的 替代方案。与当前市场上的其他生物燃料相比，这种可再生船用燃料具有更高的能量密度，可在无需高 成本改造发动机的情况下延长航程。 "霍尼韦尔始终以客户最紧迫的需求作为创新的源动力。"霍尼韦尔能源与可持续技术集团总裁韦思成 (Ken West)表示，"航运业亟需方便获取且具有成本效益的可再生燃料。我们的Biocrude Upgrading工艺 技术支持模块化交付，从安装到精炼和使用，均可帮助客户节约成本，降低风险并加快项目进度。" 植物和农业废弃物可在原料收集点就地转化为低碳生物原油，从而降低运输成本。霍尼韦尔的新工艺技 术使生物原油能够在大型炼化设施中精 ...

近日，由中国公路学会主办、中国能建（601868）葛洲坝（600068）交投公司承办的第三届交通与能源 融合发展技术论坛在安徽六安举办，汇聚行业智慧，共绘交通与能源系统协同发展蓝图。 论坛期间，中国能建葛洲坝交投公司正式发布"交能智汇通"产品品牌，标志着公司在智慧交通与绿色能 源融合领域迈出系统化布局的关键一步。作为品牌探索与实践的初步成果，现场集中呈现了涵盖路侧感 知、绿色供能、智能管控与科学养护等十余项推动智慧高速建设的产品与技术。其中，一款看似是路 杆，实则为道路装上"超级慧眼"的"源网荷储一体化"多功能智慧杆（简称"智慧路杆"），引起了诸多关 注，它展现了智慧高速基础设施向集成化、绿色化演进的发展趋势。 论坛现场设置的"交能智汇通"专题展区，生动呈现了从精准感知、数字孪生到低碳供能、预防性养护的 完整技术链条，包括探地雷达无损检测、机器视觉桥梁健康监测、低碳路面养护材料等创新应用，吸引 了大量与会专家、学者驻足交流。大家围绕各项产品的技术特点、应用场景及未来发展路径进行了深入 探讨。 葛洲坝交投公司相关负责人表示，当前发布的系列产品，仅是"交能智汇通"产品品牌体系中的一环。作 为中国能建打造的首批优秀 ...

博裕投资入股惟远能源，将为企业注入资本实力与产业资源，依託博裕在相关领域的广泛布局与跨境投 资经验，有效赋能本集团业务拓展与市场竞争力提升，助力加速推进全球化战略布局。 威胜控股(03393)发布公告，于2025年12月24日，本公司在中国注册成立的非全资附属公司惟远能源技 术有限公司(惟远能源)与博裕投资有限公司(博裕投资)订立增资协议。博裕投资同意以总金额人民币3.8 亿元认购惟远能源48,810,742股新增股份，占其经扩大股本约8%(增资事项)。 ...

本报讯 （记者 丁玉梅 实习生 彭星禾） 记者近日从"'十四五'发展成就"系列主题新闻发布会省科技厅专 场获悉，"十四五"以来，青海省持续拓展科技创新合作广度与深度，合作领域不断扩大、内容日益丰 富、参与主体更趋多元，各类交流活动日趋频繁，通过开放协同提升区域创新能力已成为青海高质量发 展的重要途径。 期间，我省3人入选国家高层次人才特殊支持计划，84人入选青海省"昆仑英才·科技领军人才"自然科学 与工程技术学科带头人。以重大科技创新平台为依托，引进创新团队3个、高端人才近60名。通过实 施"帅才科学家负责制"等机制，吸引一批两院院士服务青海，推动生态修复等领域多项关键核心技术实 现新突破。此外，通过国家乡村振兴重点帮扶县"科技特派团"，引进90余名省外专家服务基层，推动先 进适用技术成果向农牧区转移转化。 积极与国家科研机构、高水平研究型大学等国家战略科技力量对接。通过共建中国科学院三江源国家公 园研究院等研发机构，联合创建西宁国家植物园，共同推进第二次青藏高原综合科学考察研究及成果转 化，助力冷湖世界级天文观测研究基地建设。在能源技术领域，协同开展低碳计算等技术攻关，攻克异 构算力算法难题，为全省绿色算电 ...

Core Insights - The establishment of Shanghai Bona Smart Energy Technology Co., Ltd. indicates a strategic move by Kehui Co., Ltd. to expand into the smart energy and AI sectors [1] Company Summary - Shanghai Bona Smart Energy Technology Co., Ltd. has been founded with a focus on various areas including artificial intelligence application software development, theoretical and algorithm software development, emerging energy technology research and development, and intelligent control system integration [1] - Kehui Co., Ltd. holds 100% ownership of the newly established company, reflecting its commitment to diversifying its business operations [1]

Core Viewpoint - Anhui Zongheng Pipeline Co., Ltd. has been established with a registered capital of 5 million RMB, focusing on various engineering and technology services, particularly in the energy sector [1] Company Overview - The legal representative of the company is Liang Longjun [1] - The registered capital is 5 million RMB [1] Business Scope - The company is involved in licensed projects including intelligent building system design, construction engineering, power generation, transmission, and distribution [1] - It also engages in general projects such as engineering and technology research, emerging energy technology development, and technical services [1] - Specific services include energy management, industrial internet data services, and various engineering management and consulting services [1] Additional Services - The company offers a wide range of services including software development, sales of construction materials, environmental monitoring instruments, and mechanical equipment leasing [1] - It also provides human resources services and labor services, excluding labor dispatch [1]

Core Insights - The speculative hype surrounding themes like artificial intelligence, quantum computing, and renewable energy is rapidly cooling, with a collective market value drop of approximately 33% for companies like Oklo, IonQ, and CoreWeave since mid-October [1] - The onset of the third-quarter earnings season has prompted investors to reassess the high valuations of companies with little to no profitability, as 82% of S&P 500 companies reported better-than-expected earnings, shifting funds towards fundamentally strong value stocks [2][3] - The average decline of about one-third for a group of 13 speculative stocks, which had previously surged nearly 200% from July to mid-October, highlights the stark contrast between their performance and that of larger, more stable companies [3] Market Dynamics - The iShares MSCI USA Value Factor ETF (VLUE) has risen approximately 6% since the peak of speculative stocks, indicating a shift from high-risk narrative-driven investments to solid value investments [4] - Oracle's stock experienced volatility due to concerns over its credit risk, as its reliance on a high-spending client, OpenAI, raised questions about its debt repayment capabilities [5] - Investors are increasingly demanding higher risk premiums when a company's survival depends on another high-risk startup, as seen in the bond issuance requirements for Applied Digital compared to its peers [6][7]

Core Insights - The rapid development of AI technology is driving foreign industrial enterprises to accelerate their establishment of smart factories in China, transforming the manufacturing sector towards intelligence and digitization [1][2]. Group 1: AI in Manufacturing - AI is playing a crucial role across the entire manufacturing chain, from research and development to production, inspection, and operation [1]. - Major companies like Tesla and Michelin are showcasing their advancements in AI-driven manufacturing at the China International Import Expo, highlighting the importance of AI in enhancing production efficiency and precision [2][4]. - Schneider Electric is integrating AI with energy technologies, resulting in an 82% increase in labor efficiency at its Shanghai factory through AI-assisted production planning [5]. Group 2: Investment and Production Capacity - Tesla's Shanghai energy storage super factory, which began operations in February 2023, aims to produce 10,000 Megapack systems annually, with a storage capacity of nearly 40 GWh [2]. - Michelin is investing in the expansion of its Shanghai factory, with the first phase of the "White Magnolia" project expected to increase tire production capacity from 8.5 million to 9.5 million units by the end of 2026 [4]. Group 3: AI in Consumer Goods - AI applications are extending from production to product innovation in the consumer goods sector, enhancing both production efficiency and product quality [6]. - Uniqlo is focusing on regional markets and plans to deepen its presence in China, showcasing new sustainable clothing technologies at the expo [6]. Group 4: AI's Impact on Retail - AI is becoming a strategic lever for the retail industry in China, helping to enhance operational efficiency and drive profitability amid competitive pressures [12]. - A report indicates that by 2030, the global retail sector could see an additional $310 billion in annual operating profits due to the industrial application of AI, representing a nearly 20% increase in overall operating profits [12].

Group 1 - The 8th China International Import Expo (CIIE) is being held from November 5 to 10, attracting participation from 155 countries and regions, with 4,108 overseas companies exhibiting [1] - Johnson & Johnson has been investing in Suzhou for 20 years, establishing a comprehensive medical technology industrial base, showcasing a 7mm ultrasonic knife at the expo, highlighting its commitment to the Chinese market [1] - DuPont has deepened its localization strategy through the CIIE, evolving from a single production base to a comprehensive industrial cluster in Suzhou, reflecting the favorable business environment [2] Group 2 - Dow Chemical's Zhangjiagang base is its largest production facility in the Asia-Pacific region, with new projects signed at the expo, including an organic silicon expansion to meet market demands [2] - Honeywell has established an integrated production base and R&D center in Zhangjiagang, showcasing a catalyst technology for converting waste cooking oil into sustainable aviation fuel, indicating strong future investment plans [3] - The CIIE serves as a platform for foreign companies to embrace opportunities in China, with Suzhou being a strategic location for investment and growth [3]

Core Insights - Baker Hughes emphasizes the importance of localizing operations in China to enhance supply chain resilience and plans to increase investments in key sectors such as aerospace, electric vehicles, semiconductors, and low-carbon technologies to align with China's high-quality development goals [1][5][6] Localization Strategy - The company has significantly increased its production capacity in China, with the Suzhou valve factory doubling its output over the past four years and one-third of the X-ray detection systems produced in Changzhou being exported globally [3][4] - Baker Hughes is actively collaborating with partners to establish manufacturing facilities in China, particularly in the aerospace sector, to support the development of local infrastructure [3][6] Market Confidence - Despite global uncertainties, Baker Hughes maintains strong confidence in the Chinese market, supported by a workforce of 2,000 employees in China who cater to both local and global clients [5][6] - The company views China as a critical source for products, components, and raw materials, and recognizes its potential as one of the largest economies with a growing middle class and investment opportunities [4][5] Future Investment Plans - Baker Hughes plans to continue investing in China, particularly in the aerospace, electric vehicle, and semiconductor sectors, which are expected to expand significantly in the coming years [6][7] - The company's localization strategy has already introduced various technological capabilities, including ultrasonic detection equipment for the aerospace and steel industries, which are produced in China and exported worldwide [6][7] Opportunities from Policy Directions - China's initiatives to promote low-carbon technologies, expand renewable energy applications, and enhance digital manufacturing are seen as attractive opportunities for Baker Hughes, driving strong demand for their solutions [7][8] - The company's commitment to investing in these areas aligns with China's goals for high-quality development and the transition to a low-carbon economy [7][8]