全球首艘纯氨燃料内燃机动力示范船舶"氨晖号"28日在安徽合肥巢湖水域首航成功。这标志着氨燃料在 船舶领域的工业化应用取得重大突破，为航运业节能减排、绿色发展开辟了一条切实可行的全新路径。 氨是当前化学工业一大重要原料，由于其高能量密度，以及不含碳元素、完全燃烧后仅产生水和氮气的 特性，氨燃料应用潜力巨大，被视为航运脱碳的"潜力股"，近年来日本、挪威等国的多家航运公司纷纷 投入氨动力船舶的研发。国际能源署报告预计，到2050年氨将占航运能源需求的45%。但氨燃料的应用 也面临着点火难、燃烧不稳定等挑战。 此次首航的"氨晖号"由合肥综合性国家科学中心能源研究院与旗下的深圳海旭新能源有限公司联合研 发，搭载一台200kW的高速气体内燃发电机组、2台100kW推进电机及双桨推进系统，满载50吨，额定 航速为10节。 合肥综合性国家科学中心能源研究院（安徽省能源实验室）氢能源和氨应用研究中心副主任吴殿武介 绍，经过两年多的研究，团队攻克了纯氨燃料等离子点火技术、纯氨燃料持续燃烧技术、氨气高效催化 裂解产氢技术、氢氨混合气体燃料在气体内燃机高效燃烧及控制技术等多项关键核心技术，自主研制了 纯氨燃料燃烧器、多型号氨气高效催 ...

面向未来，西华大学与电子科技大学的联合研发团队将继续秉承"科技报国、创新为民"的使命。他们深 知，科技创新不仅是推动社会进步的重要力量，更是实现国家繁荣富强的关键支撑。团队成员始终致力 于通过技术创新解决实际问题，为保障工业生产安全、保护生态环境和推动农业可持续发展贡献自己的 智慧和力量。 学校负责人表示，校方积极响应《关于进一步加强青年科技人才培养和使用的若干措施》等国家政策， 引导学生助力绿色低碳转型，为实现人与自然和谐共生的现代化贡献更多力量。通过不断的技术创新和 应用拓展，该团队将继续为保护人类生存环境、推动经济社会可持续发展做出更大贡献，贡献更多青年 智慧和青年方案。 在当今工业和农业领域，氨气作为一种重要的原料和肥料，其应用极为广泛。随着氨气相关产业的不断 发展，市场对于高精度氨气检测技术的需求日益增长，西华大学与电子科技大学联合研发团队敏锐地捕 捉到这一市场需求，经过长期努力，成功推出了一款高精度氨气检测系统。该系统不仅能够精准监测氨 气浓度，快速响应泄漏事件，为工业安全和环境保护提供有力保障，还填补了国内在氨气检测领域的技 术空白，为相关产业的可持续发展提供了坚实的技术支撑，展现出广阔的应用前 ...

新能源电力项目若满足以下条件，将享受海域使用费、土地使用费和租金免减机制等政策优惠：项目使 用100%绿色氢气、100%绿色氨气或两者混合；项目供电给国家电网；属于该类新能源电力首个项目。 其他相关支持优惠政策将依据现行法律执行。 该提案也提出按照可再生能源发电企业与大型用电客户间直接购电机制在高科技园区发展可再生能源发 电项目。 越通社6月8日报道，胡志明市人委会近日批准并发布《发展清洁电力和绿色能源 满足城市高科技投资 需求方案》。 方案实施时间为2025年至2030年，旨在大力推进能源结构从化石燃料向新能源和可再生能源转型，减少 环境污染和温室气体排放，助力越南实现国家自主贡献目标（NDCs）及到2050年净零排放承诺。该方 案还致力于有效利用社会化资金和其他资本，发展屋顶太阳能发电，提高清洁、现代能源使用比例，推 动胡市社会经济可持续发展。 方案提出，在胡市发展屋顶太阳能具有必要性和高效益，因为其不占用土地、能有效为建筑物降温、增 加本地电源供给，加强电力供应安全保障，减少对外部电力传输依赖。高科技企业发展屋顶太阳能发 电，必须符合《高科技法（修订版）》和《投资法（修订版）》有关规定；企业每年高科技产 ...

西部最大特种气体生产基地下月试生产 金十数据5月28日讯，公司总经理胡江涛介绍，位于泸州市泸县神仙桥化工园区的项目预计本月内完成 设备调试，下月初可进行试生产。中汀新能源公司主要生产高纯度氧气、氨气、氢气等医用气体，以及 食品气体、储能气体、电子气体等特种气体。公司在建项目是泸州市医食气体供应链的重要补链项目， 去年1月启动建设，总投资5亿元，占地面积64亩。项目建成投产后，将成为西部地区最大医用气体、食 品气体、储能气体、电子气体等多种特种气体生产基地，对泸州乃至川渝滇黔交界处建立完善产业园区 配套、构建循环产业体系发挥积极作用。 ...

Core Viewpoint - The company is expanding its production capacity and optimizing its market strategy to enhance competitiveness in the electronic specialty gas market while addressing challenges related to pricing and profitability [2][3]. Group 1: Production Capacity Expansion - In February 2024, the company established a new subsidiary, China Shipbuilding Precision Gas (Hohhot) Co., Ltd., which will invest in a high-purity electronic gas project with an annual production capacity of 7,500 tons of nitrogen trifluoride, 10,000 tons of ultra-pure ammonia, and 75,000 tons of liquid nitrogen [2]. - The Hohhot facility is expected to begin trial production in January 2025, with capacity gradually released based on market demand [2]. - The Hohhot subsidiary has advantages in land and electricity resources compared to the Handan production base, which will positively impact production costs as capacity is released [2]. Group 2: Market Strategy and Customer Focus - The company emphasizes that product pricing is not the only priority in transactions; customers are more concerned with quality stability, supply capability, and service response speed [2]. - A specialized division has been established to enhance competitiveness in the electronic bulk gas market through differentiated competition and resource integration [2]. Group 3: International Market Expansion - By 2024, the company aims for overseas revenue to account for 25% of total income, leveraging service centers in Japan and South Korea and an innovative "equipment sales + revenue sharing" model to expand its international market share [2]. - The company plans to continue diversifying its operations to enhance its presence in international markets [2]. Group 4: Financial Performance and Product Development - The company reported revenue growth for 2024 but a decline in profits, primarily due to falling prices of nitrogen trifluoride and other products, which are currently at low levels [3]. - The company anticipates a stabilization of prices in the second half of the year or next year, with a potential recovery in gross margin by 2025 as production capacity from the Hohhot base is released and production processes are optimized [3]. - The new product line, trifluoromethanesulfonic acid series, is expected to achieve sales revenue exceeding 200 million yuan in 2024, representing a year-on-year growth of 106.3%, driven by demand in the new energy and energy storage markets [3].

Group 1: Financial Performance - In Q1 2025, the company reported revenue of 355 million, which remained flat year-on-year, while net profit attributable to shareholders was 25.2 million, a decrease of 16.47% [4] - The decline in profit was primarily due to the recognition of employee stock incentive expenses and increased depreciation from new projects [4] - The company's asset-liability ratio rose to over 70% in Q1 2025, but short-term solvency is not expected to be affected due to sufficient liquidity and strong asset turnover [4] Group 2: Strategic Goals and Market Position - The company aims to enhance market share and sales volume in the industrial gas sector by launching new projects and focusing on two major specialty gas industrial parks [2][3] - The long-term strategic goals remain unchanged despite short-term challenges, aligning with national development needs for emerging industries [3] - The company is targeting a revenue goal of 5 billion for the 14th Five-Year Plan period, although progress has been slower than planned [3] Group 3: Industry Outlook and Growth Drivers - The industrial gas market in China is projected to grow from 238.1 billion in 2024 to 284.2 billion by 2026, with a compound annual growth rate of approximately 10% [9] - The company is focusing on the semiconductor, display panel, and photovoltaic sectors, which are expected to drive demand for specialty gases [9] - The company has signed a nitrogen supply contract with Yichang Bangpu Times for 40,000 cubic meters per hour, which is anticipated to positively impact 2025 performance [8] Group 4: Operational Challenges and Responses - The company is addressing the challenges of declining prices in the bulk industrial gas market by enhancing customer service and optimizing operational processes [7] - The management is committed to improving profitability and operational efficiency through the stable production of products from the two major industrial parks [5][8] - The company plans to increase R&D expenditure to approximately 50 million in 2024, reflecting a year-on-year increase of 28.71% [6]

金宏气体 20250428 摘要 • 2025 年一季度，受光伏行业景气度下降影响，特种气体氨气销量和毛利 率显著下降，氨气毛利率从去年同期的 60%降至 30%，氧化亚氮（笑 气）销量略有下降，毛利率小幅下降至 40%。 • 公司综合毛利率有所下降，一季度约为 28%-29%，主要受制造业景气度 不高导致液体销售价格下降以及特种气体产品受光伏行业影响销量和价格 大幅下降所致。 • 公司经营活动现金流净额同比增长 21.82%至 9,600.1 万元，同时增加了 资本性支出和研发投入，研发投入同比增长 16.97%至 2,770 万元，占收 入比重为 4.46%。 • 公司未来几年将重点发展特种气体、大宗零售及现场制气三大业务，特种 气体品种预计每年保持可观增长，大宗零售受益于大型线氧制器项目增速 加快。 • 公司在电子大宗气体市场面临金宏和广钢的竞争，但凭借年轻专业的团队、 高效的决策机制以及已投产项目的经验，仍保持了约 11%的投资回报率。 Q&A 金宏气体 2025 年一季度的财务状况如何？ 2025 年一季度，金宏气体实现营业收入 6.23 亿元，同比增长 5.62%。归母 净利润为 4,000.4 ...