新华社海口8月23日电（记者陈凯姿）可燃冰，即天然气水合物，是蕴藏在海洋深处的重要资源，其主 要成分为甲烷。由于甲烷分子结构异常稳定，传统的工业利用方式只能将其在高温高压下进行粗放式转 化，不仅能耗巨大，而且大量甲烷会被过度氧化为二氧化碳，造成能源和资源双重浪费。 在温和条件下将甲烷直接高效地转化为甲醇，一直是能源催化领域的难题。 海南大学科研人员在实验室进行科研探讨。新华社发 田新龙说，有了新型催化体系，在海洋深处开采的可燃冰有望被高效率、低成本地转化为甲醇。甲醇是 清洁燃料，又可以合成新材料、特种纤维等各类高附加值产品，进入千家万户。 该团队设计出一种纳米级的钯催化剂，可精准识别并激活甲烷分子。更关键的是，它对目标产物甲醇具 有一种"快速释放"的特性：一旦宝贵的甲醇分子生成，催化界面会立即将其"弹出"，避免在反应环境中 停留过久而被过度氧化。 据团队负责人田新龙介绍，这项突破性技术让甲醇的选择性达到99.7%，在转化上几乎实现"零损耗"。 同时，整个过程环境温度仅需70℃，这意味着未来的工业化生产将更安全、节能和环保。 海南大学海洋清洁能源创新团队研发的新型催化体系，能在较低温度条件下，将气态甲烷高效转化 ...

Core Insights - Roc Bank highlights a significant breakthrough by a Chinese research team in the field of combustible ice, achieving efficient conversion of methane to methanol under mild conditions, which enhances China's energy security strategy [1][6] Group 1: Technological Breakthrough - The development of a nano-scale palladium catalyst allows for precise capture and activation of methane molecules, achieving a conversion efficiency of 99.7% at 70°C, reducing energy consumption by over 60% compared to traditional methods [2] - The new process simplifies the development of combustible ice from a complex chain of "extraction-transportation-conversion" to a closed-loop model of "on-site conversion-fuel output" [2] Group 2: Strategic Value - The commercialization of combustible ice in the South China Sea could significantly reduce China's energy dependence, which currently stands at over 70% [4] - The synergy between deep-sea resource extraction and local industrial conversion in Hainan is expected to lower energy costs by over 30% and mitigate transportation risks [4] - The proprietary technology developed by the Chinese team could lead to the establishment of international standards in deep-sea energy development, challenging Western technological dominance [4] Group 3: Green Transition - Methanol, derived from combustible ice, has a lower carbon emission profile compared to coal and oil, potentially reducing CO2 emissions by 120 million tons annually when developed at a scale of 50 billion cubic meters [5] - The collaboration with major companies like Sinopec and Wanhua Chemical aims to create the world's largest methanol-to-olefins production base, fostering a trillion-level green industry cluster [5]

英大证券研究所证券研究报告 2025 年 8 月 22 日 市场内部分歧加大，指数上行略显疲态，操作上采取不同策略 金 点 策 略 晨 报 分析师：惠祥凤 执业证书编号：S0990513100001 电话：0755-83007028 邮箱：huixf@ydzq.sgcc.com.cn 观点： 总量视角 【A 股大势研判】 周四沪深三大指数集体高开，沪指盘中再次刷新十年新高，深证成指和创业 板指也表现出一定的强势。然而，盘面分化明显，尾盘一度小跳水。盘面上看， 数字货币概念股强势领涨，银行及电力等防御性板块补涨，但前期涨幅较大的算 力硬件股调整，液冷概念跌幅居前，此外，部分高位人气股也开始出现大幅下跌。 虽然周四指数表现较为强势，但高位股的杀跌以及部分板块的调整，显示出 市场内部的分歧在加大。不过，目前市场并未释放短期的悲观出逃信号，成交量 依然维持在 2.4 万亿的相对较高的水平。券商板块作为市场的风向标，其一举一 动对指数影响较大。如果后市券商股能够再次发力，有望带动指数进一步上行。 短期看，市场在经历前期的快速上涨后，上行略显疲惫，有整固迹象。整体 上，还是留意指数的波动加大可能，紧盯两大核心要素：一是券 ...

可燃冰领域实现重要突破。 消息面上，我国科研团队在"可燃冰"大规模利用领域实现重要突破。 据海南省科学技术厅官方公众号"海南科技"消息，近日，海南大学海洋清洁能源创新团队成功破解了长 期制约的世界性难题，在甲烷直接催化转化领域取得颠覆性突破。该团队研发的新型催化体系，以接近 100%的完美选择性，在温和条件下将气态的甲烷高效转化为高附加值的液体燃料甲醇，为我国南海丰 富的天然气水合物资源就地转化、高效利用提供了具有自主知识产权的核心技术方案。相关研究成果日 前在国际学术期刊《自然 通讯》杂志上发表。 今日（8月21日），A股市场全天冲高回落，北证50指数跌超1.5%。稳定币概念股逆势走强，油气股盘 中拉升，银行股震荡走强，农业银行、邮储银行（601658）续创历史新高。柴油发电机、液冷服务器、 PEEK材料、PCB等板块跌幅居前。 卧龙电驱（600580）股价跌停，跌幅10%，成交额98.02亿元。此前，因公司向港交所递交上市申请， 卧龙电驱连续6个交易日上涨，股价区间上涨45.04%。 值得关注的是，还有两只股票简称中带"龙"字的高位股今日遭遇跌停，中电鑫龙（002298）今日跌 10%，成交额28.07亿 ...

中新社北京8月21日电 (记者 陈康亮)中国A股21日(周四)表现总体平稳，主要股指互有涨跌。其中，上 证指数小幅上涨，再创收盘点位的十年新高。 截至当天收盘，上证指数报3771点，涨幅为0.13%；深证成指报11919点，跌幅为0.06%；创业板指报 2595点，跌0.47%。沪深两市成交总额约24241亿元(人民币，下同)，连续七个交易日突破2万亿元，较 上一个交易日放量约158亿元。 消息面上，据海南省科学技术厅官方微信公众号"海南科技"发布的信息，近日，海南大学海洋清洁能源 创新团队在甲烷直接催化转化领域取得突破。该团队研发的新型催化体系，以接近100%的完美选择 性，在温和条件下将气态的甲烷高效转化为高附加值的液体燃料甲醇，为天然气水合物(俗称可燃冰)资 源就地转化、高效利用提供了具有自主知识产权的核心技术方案。(完) 银河证券分析师高乐表示，在沪指突破3700点后，A股近期总体进入震荡整固期。一方面，部分获利资 金选择"落袋为安"、兑现离场；另一方面，随着市场迎来半年报密集披露期，相关上市公司股价面临业 绩考验，这些因素都导致市场呈现震荡格局。 板块方面，根据金融数据服务商东方财富的统计，可燃冰板 ...

2025.08. 21 本文字数：1193，阅读时长大约2分钟 作者 | 一财资讯 11:30 A股午盘｜沪指涨0.35% 数字货币概念股大涨 截至午间收盘，沪指涨0.35%，深成指涨0.45%，创业板指涨0.21%。 沪深两市半日成交额1.57万亿。 两市 超2500只个股上涨。 数字货币概念股大涨，可燃冰、油气、软件开发、美容护理等板块涨幅居前，液冷服务器板块回调， PCB、PEEK材料、稀土永磁、白酒等板块跌幅居前。 神开股份涨超5%，潜能恒信、海默科技、南钢股份、中海油服等跟涨。据证券时报，海南大学海洋 清洁能源创新团队近日在"可燃冰"大规模利用领域实现重要突破。 10:57 油气股持续拉升 准油股份涨停 准油股份涨停，科力股份、贝肯能源、潜能恒信、中曼石油等跟涨。 | 涨 2522 | 全A | | A股成 | | --- | --- | --- | --- | | 序号 代码 | | 现价 | | | 1 000001 上证指数 == | | | 3779.52 | | 2 | 399001 深证成指 | 11980.08 | 53.34 0.45% | | 3 | 899050 北证50 | | ...

Market Overview - The A-share market experienced narrow fluctuations with the Shanghai Composite Index slightly declining by 0.09% to close at 3454.79 points [2] - The Shenzhen Component Index fell by 0.61%, while the ChiNext Index dropped by 1.13% [2] - Overall, more than 3200 stocks in the market declined, indicating a bearish sentiment [4] Sector Performance - The top-performing sectors included Steel (3.37%), Coal (1.99%), and Building Materials (1.42%) [3] - Conversely, the worst-performing sectors were Electronics (-2.01%), Communication (-1.96%), and Defense & Military Industry (-1.94%) [3] - Concept stocks such as Low-E Glass (4.24%) and Silicon Energy (4.19%) showed strong performance, while Brain-Computer Interface (-2.60%) and EDR Concept (-2.47%) lagged [3] Future Outlook - The market is expected to remain volatile, with attention on domestic policies, US-China tariffs, and potential interest rate cuts by the Federal Reserve [6] - The upcoming mid-year reports in July are anticipated to significantly impact individual stock performances [6] - Analysts suggest focusing on sectors such as Finance, Machinery, Consumer Goods, and TMT (Technology, Media, and Telecommunications) for potential investment opportunities [6] Key Events - A notable surge in marine economy concept stocks was observed following the Central Financial Committee's meeting on July 1, which emphasized the high-quality development of the marine economy [5]

Group 1 - The concept of combustible ice has seen a rise of 2.93%, ranking fourth among concept sectors in terms of growth, with 10 stocks increasing in value, including ShenKong Co., which hit the daily limit, and others like QianNeng HengXin, China International Marine Containers, and HaiMo Technology showing gains of 5.70%, 5.20%, and 4.65% respectively [1][2] - The main funds have net inflows of 214 million yuan into the combustible ice concept sector today, with seven stocks receiving net inflows, and five stocks seeing inflows exceeding 10 million yuan, led by ShenKong Co. with a net inflow of 104 million yuan [2][3] - The net inflow ratios for ShenKong Co., China Petroleum & Chemical Corporation, and TaiShan Petroleum are 39.14%, 16.55%, and 8.99% respectively, indicating strong interest from main funds [3] Group 2 - The top stocks in the combustible ice concept based on net inflow include ShenKong Co. with a daily increase of 10.01% and a turnover rate of 7.83%, followed by China Petroleum & Chemical Corporation with a 0.53% increase and a turnover rate of 0.12% [3][4] - Other notable stocks include China International Marine Containers with a 5.20% increase and a turnover rate of 6.60%, and TaiShan Petroleum with a decrease of 1.00% but a turnover rate of 11.94% [3][4]

Group 1: Marine Economy Development - The Central Economic Committee emphasizes the need for high-quality development of the marine economy as part of China's modernization strategy, aiming for a unique path of maritime strength [1] - The 2024 marine economy is projected to exceed 10 trillion yuan, accounting for 7.8% of GDP, with a production value of 105,438 billion yuan, reflecting a 5.9% increase from the previous year [1] Group 2: Deep Sea Resources and Technology - The deep sea is identified as a significant resource reservoir, containing polymetallic nodules, cobalt-rich crusts, and large amounts of combustible ice, which are potential clean energy sources [2] - The government report for 2025 highlights "deep sea technology" as a new industry alongside commercial aerospace and low-altitude economy, indicating a commitment to developing this sector [2] - The deep sea technology industry is expected to have a market capacity in the trillion-yuan range, with policies likely to stimulate continued investment and financing opportunities [2] Group 3: Companies Involved in Deep Sea Sector - Companies involved in deep sea equipment include Yaxing Anchor Chain, China Shipbuilding, and Zhenhua Heavy Industries, among others [3] - Deep sea exploration companies include China Marine Defense, Micro Light Co., and Tianhai Defense, focusing on detection equipment and deep-sea robotics [3] - Companies in deep sea information technology include Zhongtian Technology, Huatong Cable, and Hailanxin, which are involved in underwater data centers and related infrastructure [3]

Core Insights - China's marine economy is projected to exceed 10 trillion yuan in 2024, equating to approximately 7,000 yuan per person in marine wealth [1] - The marine engineering equipment manufacturing industry has maintained the largest global market share for seven consecutive years [1] Investment Opportunities - The first investment opportunity is "Deep Sea Mining," with significant reserves of combustible ice and polymetallic nodules, which are essential for new energy batteries, indicating a potential for substantial growth [3] - The second opportunity lies in "Equipment Upgrades," where the technological barriers in deep-sea equipment surpass those in chip manufacturing, highlighting the importance of companies like BaoTi Co., which has achieved 100% domestic substitution [3] - The third opportunity is the "Policy Tailwind," as the government has recognized deep-sea technology as a strategic emerging industry, which is expected to accelerate the commercialization of marine energy projects [3] Market Dynamics - By 2025, the number of deep-sea technology companies is expected to triple, yet market concentration remains low, suggesting that many leading companies in niche areas have yet to emerge [4] - Investment in deep-sea industries should focus on companies that possess core materials, have integrated capabilities across the entire supply chain, and are located in government-supported regions like Hainan and Shandong [4]