记者11月24日从中集集团了解到，我国首个焦炉煤气100%转化项目在辽宁凌源落地。钢铁厂直接出产 清洁能源，为钢铁行业绿色低碳发展开辟新的路径。 焦炉煤气，是钢铁生产带来的工业尾气之一，综合利用率一度不高。在这个新建能源工厂里，技术人员 通过新一代分离与合成技术，将焦炉煤气转化为LNG也就是液化天然气、液氨，还有氢气。 企业负责人蔡欣博介绍，一种尾气变成三种原料，转化出来的LNG是"最干净的化石能源"，液氨是基石 型的化工原料，氢气是最有发展潜力的清洁能源，实现了100%转化。 "十五五"规划建议里提出，前瞻布局未来产业，其中就包括氢能。从最新行业趋势来看，从焦炉煤气这 一工业尾气中制取氢气，技术成熟并且有成本优势，为不少新兴和前沿领域提供了氢能来源。 焦炉煤气制氢的成本，一般来说只有传统煤制氢和天然气制氢成本的30%—50%。这一成本优势，让焦 炉煤气制氢的应用市场快速增长。 其中，一个新兴应用领域是氢能重卡。比如，为这样一辆氢能重卡加满氢气，就能载着差不多40吨货 物，从沈阳到大连跑一个来回。 这里每时每刻转化出来的天然气和氨都以液体的形式存储到这些三四十米高，巨大无比的球形和圆柱形 罐体里。这么一罐液化 ...

鞍集新能源科技有限公司项目经理 蔡欣博：一种尾气变成三种原料，转化出来的LNG是"最干净的化石 能源"，液氨是基石型的化工原料，氢气是现阶段最具发展潜力的清洁能源，形成100%的转化。 （央视财经《正点财经》）记者今天从中集集团了解到，我国首个焦炉煤气100%转化项目在辽宁凌源 落地。钢铁厂直接出产清洁能源，为钢铁行业绿色低碳发展开辟新的路径。 焦炉煤气，是钢铁生产带来的工业尾气之一，综合利用率一度不高。在这个新建能源工厂里，技术人员 通过新一代分离与合成技术，将焦炉煤气转化为LNG也就是液化天然气，液氨，还有氢气。 总台央视记者 刘柏煊：每时每刻生产出来的天然气和氨，都是以液体的形式，存储到这些三四十米 高、巨大无比的球形和圆柱形罐体里。一罐液化天然气，就足够为20万个家庭提供一个月左右的供暖； 而这些液氨，则可以进一步被加工成农业用的化肥，冷链用的冷冻剂，甚至火箭用的推进剂。 据了解，我国是全球最大的焦炭生产地，年焦炉煤气产量约2100亿立方米，如果将其中的30%进行综合 利用，每年就可为钢铁行业减少二氧化碳排放约4500万吨，同时新增千亿元以上的工业产值，促进传统 钢铁行业创新发展。 转载请注明央视财经 ...

Core Viewpoint - The first 100% conversion project of coke oven gas in China has been established in Lingyuan, Liaoning, transforming industrial waste into clean energy and paving the way for green and low-carbon development in the steel industry [1][3]. Group 1: Project Overview - The project utilizes advanced separation and synthesis technology to convert coke oven gas into LNG (liquefied natural gas), liquid ammonia, and hydrogen [1][3]. - The conversion process achieves a 100% utilization rate of coke oven gas, which is a significant advancement in the steel production sector [3]. Group 2: Environmental Impact - If 30% of the annual coke oven gas production, approximately 210 billion cubic meters, is utilized, it could reduce carbon dioxide emissions by about 45 million tons annually and generate over 100 billion yuan in industrial output [9]. Group 3: Hydrogen Production and Applications - The cost of hydrogen production from coke oven gas is 30% to 50% lower than traditional methods, leading to rapid market growth for hydrogen applications [10]. - Hydrogen produced from coke oven gas has a purity level that has improved from 99.999% to 99.9999%, making it suitable for high-end manufacturing sectors such as electronics, aerospace, and advanced chemicals [14][16]. Group 4: Broader Applications - The produced LNG can provide heating for approximately 200,000 households for about a month, while liquid ammonia can be processed into fertilizers, refrigerants, and even rocket propellants [7]. - Hydrogen energy is being increasingly applied in emerging fields, such as hydrogen-powered heavy trucks, which can transport significant loads over long distances [12].

记者今天从中集集团（24日）了解到，我国首个焦炉煤气100%转化项目在辽宁凌源落地。钢铁厂直接出产清洁能源，为钢铁行业绿色低碳发展开辟新的路 径。 焦炉煤气，是钢铁生产带来的工业尾气之一，综合利用率一度不高。在一家新建能源工厂里，技术人员通过新一代分离与合成技术，将焦炉煤气转化为 LNG（也就是液化天然气）、液氨，还有氢气。 "十五五"规划建议里提出，前瞻布局未来产业，其中就包括氢能。从最新行业趋势来看，从焦炉煤气这一工业尾气中制取氢气，技术成熟并且有成本优势， 为不少新兴和前沿领域提供了氢能来源。 焦炉煤气制氢的成本，一般来说只有传统煤制氢和天然气制氢成本的30%～50%。这一成本优势，让焦炉煤气制氢的应用市场快速增长。 一罐液化天然气，就可以为20万个家庭提供一个月左右的供暖；生产出的液氨，则可以进一步被加工成农业用的化肥，冷链用的冷冻剂，甚至火箭用的推进 剂。 鞍集新能源科技有限公司项目经理蔡欣博：一种尾气变成三种原料，转化出来的LNG是"最干净的化石能源"，液氨是基石型的化工原料，氢气是最有发展潜 力的清洁能源，所以是实现了100%的转化。 每时每刻转化出来的天然气和氨，都是以液体的形式，存储到三四十 ...

11月20日，泸天化盘中下跌2.14%，截至14:01，报4.57元/股，成交6378.42万元，换手率0.88%，总市值 71.66亿元。 资金流向方面，主力资金净流出759.55万元，特大单买入0.00元，占比0.00%，卖出110.64万元，占比 1.73%；大单买入356.28万元，占比5.59%，卖出1005.19万元，占比15.76%。 泸天化今年以来股价涨4.34%，近5个交易日跌3.79%，近20日涨4.10%，近60日涨0.88%。 分红方面，泸天化A股上市后累计派现14.30亿元。近三年，累计派现0.00元。 责任编辑：小浪快报 资料显示，四川泸天化股份有限公司位于四川省泸州市纳溪区，成立日期1999年4月29日，上市日期 1999年6月3日，公司主营业务涉及尿素、复合肥等化肥类产品,液氨、甲醇、二甲醚、液态硝铵、浓硝 酸、稀硝酸、四氧化二氮、车用尿素等化工类产品的生产销售。主营业务收入构成为：自产产品 99.46%，其他0.54%。 泸天化所属申万行业为：基础化工-农化制品-氮肥。所属概念板块包括：煤化工、甲醇概念、化肥、低 价、小盘等。 截至9月30日，泸天化股东户数4.15万，较上期 ...

Core Insights - The National Pipeline Group has initiated the feasibility study for the Chifeng-Jinzhou hydrogen pipeline project, aiming to enhance high-quality energy development in Liaoning Province [1] - This project is expected to become the largest and longest transportation channel for hydrogen, ammonia, and methanol in China, marking a significant step in the green energy infrastructure sector [1] Group 1: Project Overview - The pipeline will start from Chifeng City in Inner Mongolia and end at Jinzhou Port in Liaoning Province, featuring a parallel layout for hydrogen, methanol, and liquid ammonia [1] - The total length of the pipeline is 290 kilometers, making it the first multi-medium green energy corridor in the country [1] Group 2: Strategic Importance - The Chifeng-Jinzhou project represents the National Pipeline Group's proactive engagement in strategic emerging industries, focusing on the green hydrogen-based energy sector [1] - The company is developing a technical system for carbon transportation of hydrogen and ammonia, aiming to create a unified national network for green hydrogen energy delivery [1] Group 3: Economic Impact - This initiative is expected to transform regional resource endowments into industrial development momentum, fostering a complementary and high-quality regional economic layout [1] - It reflects the National Pipeline Group's commitment to ensuring national energy security [1]

Core Viewpoint - The establishment of a specialized project development team by the National Pipeline Group marks the initiation of the Chifeng-Jinzhou hydrogen energy pipeline project feasibility study, which aims to support high-quality energy development in Liaoning Province [1] Group 1: Project Overview - The Chifeng-Jinzhou project is expected to become the largest and longest transportation channel for hydrogen, ammonia, and methanol in China, representing a significant step in the green energy infrastructure sector [1] - The pipeline will start from Chifeng City in Inner Mongolia and end at Jinzhou Port in Liaoning Province, featuring a parallel layout for hydrogen, methanol, and liquid ammonia, with a total pipeline length of 290 kilometers [1] - This project is the first multi-medium green energy corridor in the country, transporting only green energy sources [1] Group 2: Strategic Importance - The initiation of the Chifeng-Jinzhou project reflects the National Pipeline Group's proactive engagement in strategic emerging industries and its commitment to developing a technical system for hydrogen, ammonia, and carbon transportation [1] - The company aims to create a "national network" for green hydrogen energy transportation, leveraging existing oil pipelines to enhance energy export channels in the Northeast region [1] - This initiative is seen as a transformation of regional resource endowments into industrial development momentum, promoting a high-quality regional economic layout and reinforcing the company's mission to ensure national energy security [1]

中新网湖北新闻11月10日电（李德银 许苗）11月9日，在荆门化工循环产业园内，总投资30亿元的荆门 源晗电池材料有限公司进入设备调试阶段，12月将正式投产。 谦信（荆门）新材料有限公司。 在荆门化工循环产业园，只见一条约4公里长的工业管廊，将盈德气体的甲醇、一氧化碳源源不断地输 入到谦信（荆门）新材料有限公司的原料车间。 这家碳一化工的中游企业，即将打通上游企业——投资40亿元的荆门盈德气体有限公司和下游企业—— 投资54亿元的谦信（荆门）新材料有限公司之间的中间环节，实现三家企业的产品互联互通，盈德气体 和谦信公司产值由此增长10%以上，三家企业年产值将达到130亿元。 荆门源晗电池材料有限公司是太盟投资集团继投资盈德气体、谦信化工后的又一大手笔,也是荆门高新 区推进化工全产业链招商的点睛之笔，由此构成荆门化工循环产业园碳一化工的全链条闭环。 荆门源晗电池材料有限公司。 "盈德和谦信两家企业都等不及了，多次派人来沟通，催促我们尽快投产。"荆门源晗电池材料有限公司 副总经理张刚说。 荆门盈德气体有限公司生产氢气、氧气、一氧化碳及甲醇、液氨，被誉为"工业气体岛"。它为荆门石化 特种油加氢项目提供氢气，同时为荆 ...

此次启动的赤峰-锦州项目，是国家管网集团在战略新兴产业上积极布局的工程实践。国家管网集团聚 焦绿色氢基能源产业，超前部署科研课题，构建氢氨醇碳输送的技术体系，积极谋划绿色氢基能源输送 的"全国一张网"，在东北区域依托油品管道着力打造能源外输通道。 国家管网集团相关负责人表示，此举不仅可将区域资源禀赋转化为产业发展动能，推动形成优势互补、 高质量发展的区域经济布局，更是国家管网集团对"保障国家能源安全"使命的深刻诠释与有力担当。 新华网沈阳11月7日电 近日，国家管网集团组建专业项目开发团队，与辽宁省各地市开展调研对接工 作，正式启动赤峰-锦州氢能管道项目可行性研究，助力辽宁省能源高质量发展。该项目有望成为我国 规模最大、运输距离最长的氢氨醇多介质绿色能源协同输送通道，标志着我国在绿色能源基础设施领域 迈出关键一步。 据悉，该管道起点为内蒙古自治区赤峰市，终点为辽宁省锦州市锦州港，采用氢气、甲醇/液氨管道并 行敷设方案，单管线路长度290千米。输送的氢气、甲醇、液氨均为绿色能源，为国内首个多介质绿色 能源大通道。 ...

Report Summary 1) Report Industry Investment Rating No information provided in the report. 2) Core View of the Report The domestic demand for urea is weak, and the supply remains high with few maintenance enterprises and less urea flow, leading to an increase in enterprise inventory. Although urea exports are advancing, the domestic supply - demand situation has not reversed, and the market still has a downward trend. The overall market is in a state of oscillation, with macro and cost factors being positive, while weak domestic demand is negative [1]. 3) Summary by Related Catalogs Cost - The prices of coking coal, anthracite small pieces, and natural gas remained unchanged on November 6, 2025, compared to the previous day, at 465.00, 920.00, and 4130.00 respectively [1]. Price - On November 6, 2025, the prices in regions such as Henan, Hebei, Anhui, and Shanxi remained unchanged, while Shandong increased by 10.00 to 1570.00. International prices including China FOB, Middle East FOB, Southeast Asia CFR, and Brazil CFR also remained unchanged [1]. Inventory - Factory inventory, port inventory, and downstream sample inventory all remained unchanged on November 6, 2025, at 155.43, 11.00, and 14500.00 respectively [1]. Supply - On November 6, 2025, the daily output was 196,680.00, an increase of 7,920.00 from the previous day, and the overall start - up rate was 84.07%, an increase of 3.39 percentage points [1]. Demand - The start - up rates of compound fertilizer, melamine, formaldehyde, etc. remained unchanged on November 6, 2025 [1]. Profit - The profits of fixed - bed, coal - water slurry, and natural gas remained unchanged on November 6, 2025, at - 317.00, 104.00, and - 292.00 respectively [1]. Related Products - The price of liquid ammonia increased by 20.00 to 2050.00 on November 6, 2025, while the prices of compound fertilizer, melamine, and methanol were 2450.00, 5020.00, and 2015.00 respectively, with compound fertilizer remaining unchanged, and melamine remaining unchanged, and methanol increasing by 5.00 [1]. Futures - On November 6, 2025, the settlement price was 1640.00, a decrease of 8.00 from the previous day; the basis was - 74.00, a decrease of 11.00; the trading volume decreased by 6582.00 to 148,885.00, and the open interest increased by 2887.00 to 275,142.00 [1].