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双良节能携零碳园区整体解决方案亮相SNEC 2025 拿下4.5亿元绿氢订单
Xin Hua Cai Jing· 2025-06-13 12:56
Core Viewpoint - The SNEC PV+ 2025 International Photovoltaic and Energy Storage Conference in Shanghai highlighted the importance of zero-carbon parks as a key strategy for industrial carbon neutrality, with Double Good Energy showcasing its comprehensive zero-carbon park solutions and signing a 450 million yuan contract for green hydrogen systems [2][5]. Group 1: Zero-Carbon Park Solutions - Double Good Energy presented its zero-carbon park solutions, which include a customized "solar-hydrogen-storage" system that utilizes rooftop solar power for direct supply, green hydrogen production for industrial use, and energy storage for grid peak shaving [3][4]. - The company aims to enhance energy efficiency through over 40 years of energy-saving technology, utilizing electric cooling, heat pumps, and waste heat recovery [3][4]. - The zero-carbon park solutions are supported by Double Good Energy's leading capabilities in photovoltaic modules, with over 65% market share in polysilicon reduction furnaces and nearly 100 GW capacity in monocrystalline silicon wafers [3][4]. Group 2: Green Hydrogen Production - Double Good Energy has established a 5 GW electrolyzer manufacturing base and developed the world's largest single hydrogen production alkaline water electrolyzer with a capacity of 5000 Nm³/h [4][5]. - The company signed a 450 million yuan contract to provide a green hydrogen production solution with a capacity of 72,000 Nm³/h for the Hongyang Fuhai project, marking a significant industry milestone [5]. Group 3: Energy Efficiency and Management - The centralized immersion liquid cooling system for energy storage applications achieves over 50% energy savings and maintains temperature control within ±0.2°C, enhancing battery safety and lifespan [4]. - Double Good Energy's energy management platform utilizes AI to analyze energy and carbon data in real-time, optimizing energy use and management across the park [5][6]. - The company's products and solutions have been well-received in over 100 countries, including Southeast Asia, the Middle East, and Europe, and have led to strategic partnerships with various international firms [5][6].
SNEC PV+ 2025|双良零碳智慧 链动共生价值
Core Insights - The SNEC PV+ 2025 International Photovoltaic and Energy Storage Conference in Shanghai showcased over 3,600 companies from 95 countries, highlighting its significance in the global photovoltaic industry [1] - The company presented its "Zero Carbon Smart Symbiosis" concept, emphasizing a comprehensive solution for zero-carbon parks that integrates manufacturing capabilities in photovoltaic, hydrogen, energy storage, and electricity utilization [1][2] - The development of zero-carbon parks is positioned as a key pathway for industrial carbon neutrality, with the potential for large-scale promotion and becoming a core competitive advantage for enterprises [1][4] Company Solutions - The company offers a customized "Light-Hydrogen-Storage" system for power generation, utilizing rooftop photovoltaic power for direct supply, green hydrogen production for industrial use, and large-scale liquid-cooled energy storage for grid peak regulation [1][5] - In energy efficiency, the company leverages over 40 years of experience in energy-saving technologies, employing green electricity devices and waste heat recovery to enhance energy utilization [1][5] - The company has developed a carbon management platform for real-time monitoring of energy flow and carbon emissions, enabling precise control and efficient management [1][6] Market Position and Recognition - The company has a leading position in the photovoltaic sector, with over 65% market share in polysilicon reduction furnaces and nearly 100 GW capacity in monocrystalline silicon wafers, ranking among the top three in the industry [4] - The company was recognized in the "PVBL2025 Global Photovoltaic Brand Value Top 20" and "PVBL2025 Global Photovoltaic Top 100" lists [4] - The company’s products have received multiple certifications and are sold in international markets, including South Korea, Italy, and Brazil, demonstrating strong global demand [4] Technological Innovations - The company’s centralized immersion liquid cooling system for energy storage achieves over 50% energy savings and maintains temperature control precision within ±0.2°C, enhancing battery safety and lifespan [5] - The company has established a 5 GW electrolyzer manufacturing base and developed the world's largest single hydrogen production alkaline electrolyzer, showcasing its technological advancements in green hydrogen production [5] - Continuous innovation in green electricity applications, including low-energy consumption products and waste heat recovery technologies, supports energy efficiency and carbon reduction [5] International Strategy - The company emphasizes internationalization as a strategic direction, establishing 11 global subsidiaries and offices, and serving over 100 countries in various fields including photovoltaic, hydrogen, and CO2 storage [8] - The company has formed strategic partnerships with international firms, enhancing its global presence and reputation [8] - Recognition in global ESG rankings underscores the company's commitment to sustainable development, which is increasingly becoming a standard for international business [8] Future Outlook - The company aims to optimize its zero-carbon park solutions and collaborate with global partners to build a sustainable zero-carbon ecosystem, contributing to global climate governance [9]
航天工程(603698)2024年年报及2025年一季报点评:气体运营并表贡献增量,绿氢核心设备验证持续推进
China Securities· 2025-05-18 15:00
事件 公司 24 年实现营收/归母净利润/扣非后归母净利润 34.1/1.9/1.8 亿元,同比+21%/+1%/-1%; 其中 24Q4 实现营收/归母净利润/扣非后归母净利润 17.4/0.6/0.5 亿元,同比+32%/-28%/-38%,环比+209%/+68%/+47%。 证券研究报告·A 股公司简评 专用设备 2024 年年报及 2025 年一季报点评:气体运营 并表贡献增量,绿氢核心设备验证持续推进 核心观点 2024 年公司实现总营业收入 34.10 亿元,同比增长 21.46% ;利润 总额达到 2.66 亿元,同比增长 37.7%;实现归母净利润 1.89 亿 元,同比增长 1.09%,营收及利润总额大幅增长主要系气体运营 业务于 24Q2 并表,传统煤化工设备、工程业务表现平稳,预计 核心设备毛利率维持稳定。公司围绕绿氢、绿醇产业链布局电解 槽、气化炉、提纯装置等核心设备及工艺,有望在煤化工向绿色 化工过渡,绿氢及氢基产品渗透率提升的趋势下成为公司利润的 第二增长曲线。 公司 25Q1 实现营收/归母净利润/扣非后归母净利润 8.5/0.34/ 0. 33 亿元,同比+257%/+164 ...
超声波技术可高效回收燃料电池
Ke Ji Ri Bao· 2025-05-12 23:28
这项创新不仅提升了回收效率,也为大规模工业化应用奠定了基础。未来,该技术有望用于氢能产业, 实现资源的可持续管理和环保处理,构建真正的绿色能源体系。 (文章来源:科技日报) 由于PFAS膜与CCM之间黏附力极强,传统回收方法难以将其高效分离,限制了燃料电池的循环利用。 为此,研究人员提出了一种创新性回收策略:先用有机溶剂浸泡材料,再结合水超声处理,成功实现了 PFAS膜与贵金属的有效剥离。 这一方法操作简便、可扩展性强,无需使用强腐蚀性化学品,大幅降低了环境污染风险。研究人员认 为,这将彻底改变燃料电池的回收方式,推动铂族金属循环利用,从而降低清洁能源技术的成本。 在此基础上,研究团队进一步开发了一种连续分层工艺,采用定制刀片式超声波发生器,在高频超声作 用下产生微小气泡。这些气泡在高压下破裂,可在几秒钟内将珍贵的催化剂从材料中释放出来,整个过 程在常温下完成,节能环保。 英国莱斯特大学研究团队开发出一种利用声波技术高效分离材料的新方法,不仅能有效回收燃料电池, 分离其中的贵金属等关键资源,还能防止有害化学物质进入环境,为清洁能源的可持续发展提供了新路 径。 燃料电池和水电解槽是氢能系统的重要组成部分,广泛应 ...