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如果不再依赖化石能源,人类的碳源能否从空气中获得?|科技早知道
声动活泼· 2025-08-26 09:23
过去两百年,人类文明的快速发展离不开石油、煤炭和天然气。但这些化石能源不仅是能源载体,更是现 代化工、医药、建筑和纺织产业的核心「碳源」。 但是,地下碳资源不可再生,大规模开采与燃烧带来了气候变化和长期的不可持续性。 如果不再依赖化石 能源,人类的碳源从何而来?从空气中捕捉二氧化碳真的能替代石油吗?可持续航空燃油为何成为产业突 破口? 本期嘉宾 Robin 任宇翔,曾是特斯拉全球副总裁,现在创立了 「碳生万物 Carbonology」,推进全球首个直 接空气碳捕集制备可持续航空燃油的产业化项目。 节目中,Robin 分享了 「工业级人工光合作用」的愿景,还谈到从马斯克身上学到的「第一性原理」, 为 什么这不仅仅是能源创新,更是关乎全球能源格局与未来文明可持续性的冒险呢? 本期内容整理自「科技早知道」 本期 人物 : Robin 任宇翔,碳生万物公司执行董事、前特斯拉全球副总裁 丁教 Diane,「声动活泼」联合创始人、「科技早知道」主播 硅谷徐老师,AI 高管、连续创业者、斯坦福客座讲师 焦点内容: Diane 在几天前,您在媒体的采访里提到,创办了一个新的公司,叫做「碳生万物」。其实也延续了您之前在特 斯拉 ...
新材料专场 - 中信建投证券2025年中期资本市场投资峰会
2025-06-19 09:46
Summary of Key Points from Conference Call Records Industry Overview - The conference focused on the new materials sector, particularly in lithium batteries and photovoltaic (PV) industries, highlighting significant changes in production expansion rates from late 2022 to 2023, with a notable slowdown expected in 2024, raising concerns about potential overcapacity risks [1][2][3]. Key Insights and Arguments - **Lithium and Photovoltaic Industries**: The expansion rate of the lithium and photovoltaic supply chains has significantly decreased, with lithium reaching its peak at the end of 2022 and photovoltaic at the end of 2023. This indicates a real slowdown in industrial expansion starting in 2024 [2]. - **Transformer Business Growth**: Domestic PV installation has driven rapid growth in transformer-related businesses, although AI demand's impact on transformer expansion is limited. Caution is advised regarding potential risks [1][4]. - **Wind Power Industry**: The wind power sector is experiencing average profitability due to competition from photovoltaics, with offshore wind power heavily influenced by policy changes. The photovoltaic industry is currently in a bleak state, but market capitalization suggests a recovery to normal profitability levels in the future [1][8]. - **Energy Storage Sector**: The energy storage sector continues to expand, but there is a significant amount of existing capacity that needs to be digested. The supply-demand situation is favorable in the upstream segments, while downstream faces overcapacity issues [1][9]. - **Solid-State Battery Development**: Solid-state batteries are showing promising development with a favorable supply-demand situation. If a replacement trend emerges, the market potential could be substantial, with both photovoltaic and lithium battery markets potentially reaching terawatt-scale [1][13][14]. - **Chemical Industry Trends**: The chemical industry has seen a decline in capital expenditure for three consecutive years, with poor demand performance. The ongoing US-China tariff issues are expected to continue exerting pressure on export demand, necessitating cautious observation of future trends [1][45][48]. - **Oil Price Volatility**: Fluctuations in oil prices directly affect the marginal costs and supply-demand relationships of products like oil, gas, and coal. High oil prices may exacerbate global economic pressures, significantly impacting investment opportunities in the chemical sector [1][50]. Additional Important Insights - **Investment in New Energy**: The current stock pricing reflects a neutral expectation and does not fully capture the challenges faced by the new energy supply chain. For instance, the expected profit per ton of silicon material is around 10,000 yuan, despite the industry facing cash losses [11][12]. - **Future of Solid-State Batteries**: The solid-state battery sector is expected to see significant advancements, with the potential for mass production becoming more feasible as technical challenges are addressed [17][44]. - **Emerging Technologies**: New battery technologies, including lithium-sulfur and lithium-rich manganese-based materials, show promise for future development, although they face challenges in maturity and mass production [19]. - **Government Support**: National policies and funding support are crucial for accelerating the development of new battery technologies, with significant investments being made to support solid-state battery projects [25][20]. This summary encapsulates the critical points discussed during the conference, providing a comprehensive overview of the current state and future outlook of the new materials and energy sectors.
中国航油亮相第三届民航科创展
《中国民航报》、中国民航网 记者许晓泓 报道:5月26日—28日,第三届民航科教创新成果展在北京国 家会议中心举办,中国航油携多个类别的近20项科技成果参展,吸引业内外观众的广泛关注。 近年来,中国航油切实履行国资央企职责使命,以竭诚服务全球民航客户、保障国家航油供应安全为使 命,以科技创新培育新质生产力,把握人工智能发展的战略窗口期,聚焦关键核心技术攻关,推动航空 能源绿色低碳转型,助力"双碳"目标落地,对加快建设交通强国、科技强国作出了积极贡献。 此次展会集中展示了中国航油在智慧航油建设、航油高端装备国产化替代研发及人工智能应用等三个方 面科技成果。在全链条智慧化领域,航油智能化安全管控体系荣获第十八届"振兴杯"铜奖,具备完全自 主知识产权的储油库区智慧巡检机器人有效解决了传统人工巡检中劳动强度大、易疏漏等问题;在绿色 低碳领域,中国航油倡导提出可持续航空燃料(SAF)"账面加注"的保障模式,配套建立了SAF运行管 理系统,该模式已入选生态环境部等五部委联合出台的《第五批国家重点推广的低碳技术目录》;在高 端装备国产化替代领域,新型加油栓井系列产品指标全面达到国际标准,并完成"首台套首批次"交付应 用,采 ...