本报广州电 (记者姜晓丹)近日，中国科学院广州地球化学研究所与国际合作团队在国际学术期刊《自然 ·地球科学》发表论文指出，海洋硫酸盐浓度的变化能够改变甲烷的消耗方式。这一成果揭示了5600万 年前的超级变暖事件(古新世—始新世极热事件，PETM)中极端全球变暖和海洋酸化背后的碳循环机 制。 基于海洋浮游植物分子痕迹重建的二氧化碳浓度显示，PETM恢复期北极海洋的二氧化碳浓度水平比全 球平均值高200—700ppm，这说明北极海洋从原本吸收二氧化碳变成了排放二氧化碳。"因为海水变 淡、硫酸盐减少，甲烷只能通过'快速燃烧'的方式分解，直接制造了大量二氧化碳。"论文合作作者、 研究员沈佳恒说，"这从根本上改变了北极在全球碳循环中的角色，变成温室气体排放源。" 《 人民日报 》( 2025年10月11日 06 版) 现代海洋中，约90%的甲烷会被沉积物中的微生物在无氧条件下利用，产生碱性物质，缓解海洋酸化。 但是，PETM时期北极海水硫酸盐浓度不到现代的1/3。"因为硫酸盐严重不足，一类喜欢氧气的细菌开 始'快速燃烧'甲烷——它们直接消耗氧气，快速释放二氧化碳。"项目负责人、研究员张一歌说。 ...

Core Insights - Chinese scientists have discovered a new "chemical switch" that controls global climate through subtle changes in ocean sulfate concentrations, which can alter the consumption of seabed methane [1][4] - The study highlights the potential reactivation of this switch due to rapid warming and freshening of the Arctic Ocean, necessitating close monitoring [1][4] Group 1: Research Findings - Methane is the second-largest greenhouse gas after carbon dioxide, with significant amounts stored as hydrates ("flammable ice") on the seabed [3] - Recent studies indicate that most seabed-released methane dissolves in seawater and is consumed by microorganisms, rather than directly entering the atmosphere [3][4] - The research team reconstructed historical carbon dioxide levels in the Arctic Ocean, revealing that 56 million years ago, the region's CO2 concentration was higher than the global average, indicating a shift from a carbon sink to a carbon source [4] Group 2: Implications - The study suggests that a lack of sulfate in the past led to inefficient methane utilization, resulting in increased carbon dioxide emissions, akin to a power plant operating under fuel shortages [4] - The findings serve as a warning that changes in the Arctic's chemical environment could lead to a similar scenario as 56 million years ago, where methane transitions from efficient use to rapid combustion, exacerbating climate change [4]

Investment Rating - Industry Rating: Neutral (maintained rating) [6] Core Viewpoints - The Ministry of Industry and Information Technology (MIIT) is advancing a series of green factory expansion plans during the 14th Five-Year Plan period, aiming to establish the world's largest and most complete new energy industry chain [1][13] - The basic chemical sector has shown a week-on-week increase of 2.45%, outperforming the CSI 300 index by 1.07 percentage points, ranking 10th among all sectors [4][15] - Key sub-industries with significant week-on-week growth include spandex (+13.32%), potassium fertilizer (+7.27%), and membrane materials (+5.72%) [19][15] Summary by Sections Key News Tracking - MIIT emphasizes the promotion of green manufacturing systems and the establishment of zero-carbon factories and parks [1][13] - The basic chemical sector's performance is highlighted, with a notable increase in various chemical product prices [2][4] Product Price Tracking - Key chemical products such as viscose staple fiber and epoxy chloropropane have seen price increases of 3.1% and 6% respectively [2][3] - The top five chemical products with the highest price increases include carbon dioxide (+16%), natural gas (+14.8%), and epoxy chloropropane (+6%) [2][29] Sector Performance - The basic chemical sector's PB ratio is 2.43, while the overall A-share market's PB is 1.69 [25] - The PE ratio for the basic chemical sector stands at 28.54, compared to 17.39 for the overall A-share market [25] Key Sub-Industry Insights - Focus on sub-industries that are at the bottom of the cycle, with stable demand and global supply dominance, such as MDI and amino acids [5] - Recommendations for companies in the organic silicon and spandex sectors, indicating potential recovery opportunities [5][6]

Core Insights - Hydrogen is a key element in transforming nitrogen into fertilizers and converting carbon dioxide into gasoline, but its dissociation at room temperature has been challenging [1] - A research team from the Dalian Institute of Chemical Physics and the University of Trieste has made progress in photocatalytic hydrogen dissociation at room temperature, with results published in the journal Science [1][2] Group 1: Research Breakthroughs - The team developed a photocatalytic strategy that utilizes spatially adjacent positive and negative charge centers to achieve hydrogen dissociation at room temperature [2] - By using gold/titanium dioxide as a model catalyst, the team induced electron migration and captured holes at the catalyst interface, forming bound electron-hole pairs that enhance hydrogen dissociation efficiency [2] Group 2: Applications and Future Directions - The hydrogen species produced can convert inert carbon dioxide into ethane at room temperature, with the catalyst maintaining stable operation for over 1500 hours [2] - The process of producing high-value products like ethane and ethylene from hydrogen and carbon dioxide can significantly reduce energy consumption and carbon dioxide emissions, aiding in the optimization of carbon resource utilization [3] - Future research will focus on developing industrial technology pathways that couple light and thermal energy for the upgrading and transformation of modern coal chemical processes [3]

Core Viewpoint - Recent advancements in photocatalytic hydrogen cleavage have been achieved by a research team from the Dalian Institute of Chemical Physics, Chinese Academy of Sciences, in collaboration with the University of Trieste, Italy, enabling hydrogen cleavage at room temperature [1][2]. Group 1: Research Significance - Hydrogen is a key element in transforming nitrogen into fertilizers and converting carbon dioxide into gasoline, but its cleavage is challenging due to the strong bond between hydrogen atoms [1]. - The research focuses on hydrogen activation, a crucial step in hydrogenation reactions, which accounts for about 25% of chemical processes [1]. Group 2: Methodology and Findings - The team developed a photocatalytic strategy that utilizes spatially adjacent positive and negative charge centers to achieve efficient hydrogen cleavage at room temperature [2]. - By using gold/titanium dioxide as a model catalyst, the team demonstrated that ultraviolet light can induce electron migration, enhancing hydrogen cleavage efficiency [2]. Group 3: Practical Applications - The hydrogen species generated can completely convert inert carbon dioxide into ethane at room temperature, with the catalyst maintaining stable operation for over 1500 hours [3]. - This process significantly reduces energy consumption and carbon dioxide emissions, contributing to the optimization of carbon resource utilization and offering a new model for the upgrading and transformation of modern coal chemical industries [3].

Core Viewpoint - The article discusses a groundbreaking research study from the Dalian Institute of Chemical Physics, which presents a two-step method for producing ethylene from carbon dioxide (CO2) using photochemical hydrogen dissociation, achieving nearly quantitative reduction of CO2 to ethylene [2][3]. Group 1 - The research team discovered that under 365 nm wavelength irradiation, an Au-TiO2 composite structure can achieve hydrogen dissociation at room temperature [3]. - The mechanism involves the formation of interfacial electric dipoles from photo-generated electron-hole pairs between gold nanoparticles and the titanium-oxide framework, enhancing hydrogen dissociation capabilities [3]. - The process results in a conversion rate of over 99% from CO2 to ethane, and after 1500 hours of continuous irradiation, the system maintains over 99% selectivity for ethylene [3]. Group 2 - This study provides a new strategy for precise control of C-C coupling and directed conversion of CO2, which is a significant advancement in the field of chemical engineering and sustainability [3].

证券代码：600256 证券简称：广汇能源 公告编号：2025-072 广汇能源股份有限公司 2025 年第二季度主要运营数据公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记 载、误导性陈述或者重大遗漏，并对其内容的真实性、准确性和完 整性承担法律责任。 | 产品 | 计量 | 类别 | 2025 年第二季度 | 同比增减幅 | 自年初累计 | | | --- | --- | --- | --- | --- | --- | --- | | | 单位 | | 数值 | （%） | 数值 | 同比增减幅 （%） | | | 万方 | 产量 | 17,893.23 | 0.25 | 34,459.59 | -5.95 | | 天然气 | 万方 | 销量 | 65,697.54 | -34.11 | 152,232.96 | -30.12 | | 煤炭 | 万吨 | 原煤产量 | 1,280.29 | 230.40 | 2,686.94 | 175.11 | | | 万吨 | 原煤销量 | 1,138.34 | 104.08 | 2,474.12 | 84.90 | | | 万吨 | 提质煤产量 | 97. ...

Group 1 - The domestic carbon dioxide market is currently stable, with most regions focusing on steady pricing and sales [1] - Key manufacturers in regions such as Henan and Hebei are undergoing maintenance, leading to localized supply tightness [1] - As of August 27, the market price for carbon dioxide is 312.7 yuan per ton [1] Group 2 - In the future, the demand side in the Beijing-Tianjin-Hebei region may decline due to significant events, which is expected to lead to a further drop in prices [1] - Maintenance by major production companies in Henan may result in price increases in Henan and Shandong regions [1]

Investment Rating - Industry Rating: Neutral (maintained rating) [6] Core Insights - In July, the industrial added value of the chemical raw materials and chemical products manufacturing industry grew by 7.2% year-on-year, while the overall industrial added value increased by 5.7% [1][13] - The basic chemical sector increased by 3.4% last week, underperforming the CSI 300 index, which rose by 4.18% [4][16] - Key chemical products such as nitric acid and PTA saw price increases, with nitric acid prices rising by 12.9% and PTA prices increasing by 4.62% [2][3][30] Summary by Sections 1. Key News Tracking - The industrial added value for the chemical raw materials and chemical products manufacturing industry increased by 8.0% from January to July [1][13] - The fixed asset investment in the chemical raw materials and chemical products manufacturing industry decreased by 4.7% year-on-year [13] 2. Key Chemical Product Price Monitoring - Among 345 tracked chemical products, 70 saw price increases, while 77 experienced declines [27] - The top five chemical products with the highest price increases included carbon dioxide (+18.4%), nitric acid (+12.9%), and butane (+8.9%) [2][30] 3. Sector Performance - The basic chemical sector ranked 13th among all sectors in terms of weekly performance, with significant gains in sub-sectors like other rubber products (+7.06%) and polyurethane (+6.37%) [4][17] - The PB ratio for the basic chemical sector is 2.35, compared to 1.68 for all A-shares, while the PE ratio stands at 28.08 versus 17.19 for all A-shares [25][26] 4. Focused Sub-industry Insights - The report highlights stable demand and global supply dominance in certain sub-industries, recommending companies like Jinhui Industrial and Wanhu Chemical [5] - It also emphasizes the importance of domestic demand in countering tariff impacts, particularly in fertilizers and refrigerants [5] 5. Investment Opportunities - The report identifies investment opportunities in companies like Lite Optoelectronics and Aolai Technology, focusing on supply replacement gaps [6]

Core Insights - The company reported a significant increase in revenue and net profit for the first half of 2025, with revenue reaching 205 million yuan, a year-on-year growth of 35.24%, and net profit amounting to 10.15 million yuan, a staggering increase of 5972.30% [1] Group 1: Business Performance - The company secured new contracts worth approximately 438 million yuan, including overseas orders valued at around 13 million dollars [1] - The deep-cooling technology equipment manufacturing segment achieved new signed effective contracts totaling about 424 million yuan, focusing on products such as natural gas liquefaction devices and LNG refueling stations [1] - The transportation service equipment manufacturing segment accelerated product development, successfully launching new distribution equipment and enhancing the product range for charging stations [1] Group 2: Gas Operations - In the industrial gas sector, the company continues to provide nitrogen supply equipment leasing and operation management services to Sichuan Shuneng Mining Co., Ltd., and collaborates with internal units of Shudao Group on various industrial gases [2] - The company ensures stable supply for the Inner Mongolia Yahui BOG helium project and has developed a high-altitude oxygen supply system for a hotel at 3300 meters elevation [2] Group 3: Clean Energy Initiatives - The LNG business is focused on deepening cooperation with upstream liquid plants and downstream customers while expanding sales in other clean energy sectors [3] - The company is actively involved in hydrogen energy projects, including the preparation of a proposal for a hydrogen railway demonstration application project and participation in a national key research and development project [3]