"这是最好的时代，也是最坏的时代"——这句出自狄更斯《双城记》的开篇名言，在一个半世纪后的今天，却精准地描述着化石能源所处的现实。 它们共同驱动着全球经济，维系现代社会的运转。然而一个巨大的转折正在发生：2023至2050年间，全球GDP规模预计将翻一番，而碳排放却要大幅下 降！这意味着，全球能源体系将面临根本性重塑。 那么，石油和天然气的饭碗是否会被可再生能源取代？可再生能源又能否真正挑起大梁？ 9月25日，bp集团正式发布了2025年版《bp世界能源展望》（以下简称"《展望》"），从"当前轨迹"和"低于2℃"两种情景，探讨影响全球能源消费和供给 的诸多因素，展望未来三十年能源转型的前景。 现在，就让我们一起走进这份前瞻报告，寻找困惑能源从业者的答案线索！ 目前，石油最大的消费来自道路运输领域，但很多人忽略它另一重重要的身份——化工原料，正是这种"燃料"与"原料"的双重身份，决定了石油需求的未 来前景： 《展望》预测，随着车辆效率提高和电动化进程加快，石油在公路运输中的作用会逐渐减少；而以塑料为代表的石化产品需求将持续增长，推动石化原料 用油需求不断提升，逐步取代道路交通燃料，成为石油需求增长的主要来源。 ...

Core Viewpoint - BP Group's "Energy Outlook 2025" report highlights that geopolitical tensions, slowing energy efficiency improvements, and delayed transitions pose significant risks to global energy transformation, warning that without decisive action, the world may face a "disordered transition" in the next decade [1][3]. Global Energy Demand Shift - Future global energy demand growth will be primarily driven by emerging economies (excluding China), with primary energy demand in these regions expected to increase by nearly 50% by 2050 under the "current trajectory" scenario [5]. - Emerging economies in Asia (excluding China) are projected to see a 70% increase, Africa 60%, and South America 30% by 2050, driven by ongoing economic development and population growth [6]. - In contrast, China's primary energy demand is expected to decline by over 10% by 2050 under the "current trajectory" scenario, and by more than one-third under the "below 2 degrees" scenario [6]. - The rapid development of digital technologies is creating new growth points for energy demand, with data centers accounting for about 10% of global electricity growth, and as high as 40% in the U.S. [6]. Renewable Energy Cost Reduction - Global oil demand is expected to peak by the late 2020s and decline by approximately 15% by 2050 under the "current trajectory" scenario, with a 70% decline under the "below 2 degrees" scenario [8]. - The report indicates a significant shift in oil demand from fuel applications to raw material applications, with petrochemical feedstocks becoming the most resilient part of oil demand, expected to rise from about 15% to nearly 30% by 2050 [8]. - Renewable energy is projected to be the fastest-growing energy source, with supply expected to increase more than two and a half times by 2050 under the "current trajectory" scenario, and three and a half times under the "below 2 degrees" scenario [8]. - The substantial decrease in renewable energy costs is enhancing its competitiveness, with renewables expected to account for 25% of global primary energy supply by 2050 under the "current trajectory" scenario [8]. Natural Gas Outlook - The outlook for natural gas is uncertain, with a projected 20% increase in global demand by 2035 under the "current trajectory" scenario, but a potential 50% decline by 2050 under the "below 2 degrees" scenario [9]. Challenges in Energy Transition - The report warns of multiple risks to global energy transition, particularly from geopolitical tensions and delayed actions [11]. - Increased geopolitical tensions may alter energy development paths, potentially leading to a focus on energy self-sufficiency that could suppress renewable energy shares [11]. - A continued slowdown in energy efficiency improvements could result in a 5% higher global energy demand by 2035 compared to the "current trajectory" scenario, primarily met by fossil fuels [11]. - The most severe risk arises from delayed transitions, with estimates indicating that the remaining carbon budget to limit global warming to 2 degrees Celsius could be exhausted by the early 2040s under the "current trajectory" scenario [11]. Opportunities Amid Challenges - Despite the challenges, the report emphasizes that declining renewable energy costs and technological advancements provide opportunities for accelerating the global energy system transition, particularly in solar, wind, and electric vehicle sectors [12].

9月23日，朗坤科技跌2.84%，成交额1.25亿元。两融数据显示，当日朗坤科技获融资买入额1132.67万 元，融资偿还1623.70万元，融资净买入-491.03万元。截至9月23日，朗坤科技融资融券余额合计1.46亿 元。 融资方面，朗坤科技当日融资买入1132.67万元。当前融资余额1.46亿元，占流通市值的5.41%，融资余 额超过近一年90%分位水平，处于高位。 融券方面，朗坤科技9月23日融券偿还0.00股，融券卖出0.00股，按当日收盘价计算，卖出金额0.00元； 融券余量0.00股，融券余额0.00元，超过近一年80%分位水平，处于高位。 资料显示，深圳市朗坤科技股份有限公司位于广东省深圳市龙岗区坪地街道高桥社区坪桥路2号13楼， 成立日期2001年1月12日，上市日期2023年5月23日，公司主营业务涉及有机固废(餐饮垃圾、厨余垃 圾、粪污、动物固废等)、城市生活垃圾的无害化处理及资源化利用,以及提供相关环境工程服务。主营 业务收入构成为：生物能源55.44%，运营服务36.69%，工程建造7.54%，其他0.34%。 截至6月30日，朗坤科技股东户数2.12万，较上期增加3.46%；人均 ...

Core Insights - The project involves a collaboration between Kailu County and Anhui Fengyuan Group to establish a green zero-carbon bio-manufacturing industrial base [1] - The total investment for the project is 15.5 billion yuan, covering three main sectors: amino acid products, bio-materials, and bio-energy [1] - Upon full production, the project is expected to generate annual sales revenue of approximately 26 billion yuan, with profits of around 3 billion yuan and create about 3,500 jobs [1] Company Overview - Anhui Fengyuan Group is primarily engaged in the research and industrialization of bio-chemicals, bio-pharmaceuticals, bio-materials, and bio-energy [1] - The company is recognized as a national innovative high-tech enterprise [1] - In the field of bio-manufacturing, the company has developed first-generation bio-manufacturing technology using starch sugar as raw material and second-generation technology using straw for sugar production [1]

Core Viewpoint - The collaboration between Inner Mongolia and Anhui Fengyuan Group aims to establish a green zero-carbon bio-manufacturing industrial base, aligning with national carbon neutrality goals and enhancing regional competitiveness in green manufacturing and bio-economy [2][4]. Group 1: Project Overview - The total investment for the Fengyuan (Northern) green zero-carbon bio-manufacturing industrial base project is 15.5 billion yuan, covering amino acid products, bio-materials, and bio-energy sectors [2]. - Upon full operation, the project is expected to generate annual sales revenue of approximately 26 billion yuan, tax revenue of about 3 billion yuan, and create around 3,500 jobs [2]. Group 2: Technological Innovations - Fengyuan Group has developed first and second-generation bio-manufacturing technologies using starch sugar and straw for sugar production, respectively [4]. - The company has established four major innovative technology platforms, including: 1. Technology for producing plant-based humic acid from agricultural and forestry waste [4]. 2. Three bio-based material platform technologies (PLA, bio-based polyurethane, bio-based polycarbonate) [4]. 3. Three bio-energy manufacturing technologies (cellulosic ethanol, biodiesel, bio-jet fuel) [4]. 4. Downstream application technologies for bio-based materials, including bio-fibers, bio-plastics, and bio-based construction materials [4]. Group 3: Strategic Importance - This project is a key part of Tongliao City's efforts to implement the autonomous region's strategy for high-quality development of emerging industries and modern industrial systems [4]. - The collaboration is expected to significantly enhance the competitiveness of Kailu County in the green manufacturing and bio-economy sectors, positioning it as an important growth pole for high-quality development in eastern Inner Mongolia [4].

Core Viewpoint - The International Renewable Energy Agency (IRENA) reports that renewable energy has become the cheapest source of electricity globally, with a record growth expected in 2024, avoiding $467 billion in fossil fuel usage [1][6]. Group 1: Renewable Energy Growth - In 2024, global renewable energy capacity is projected to increase by 582 GW, marking a 19.8% rise from 2023, the highest annual growth rate in history [4]. - The surge in capacity is primarily driven by the rapid expansion of solar and onshore wind energy, supported by mature supply chains and strong policy frameworks [4][6]. Group 2: Economic Competitiveness - Renewable energy is not only crucial for environmental protection but also economically superior to fossil fuels, as evidenced by technological advancements and competitive supply chains [3][6]. - In 2024, 91% of newly commissioned utility-scale capacity has a levelized cost of electricity (LCOE) lower than the cheapest new fossil fuel alternatives [7]. Group 3: Cost Trends - The LCOE for new utility-scale onshore wind projects is the lowest among renewable sources at $0.034 per kWh, followed by solar PV at $0.043 per kWh and hydropower at $0.057 per kWh [7]. - From 2010 to 2024, the total installation costs for solar PV have decreased to $691 per kW, onshore wind to $1,041 per kW, and offshore wind to $2,852 per kW [8]. Group 4: Regional Cost Competitiveness - In the onshore wind sector, China ($0.029 per kWh) and Brazil ($0.030 per kWh) have LCOEs below the global average [12]. - In the solar PV sector, China ($0.033 per kWh) and India ($0.038 per kWh) also have costs below the average [13]. - Average offshore wind prices in Asia are $0.078 per kWh, slightly lower than Europe’s $0.080 per kWh [14]. Group 5: Future Outlook - By 2029, global installation costs for solar PV are expected to drop to $388 per kW, onshore wind to $861 per kW, and offshore wind to $2,316 per kW [15]. - The report indicates that technological maturity and strengthened supply chains will drive long-term cost reductions, although geopolitical risks and supply chain bottlenecks may lead to short-term cost increases [16].

菌株是生物质炼制的 "芯片"，是以生物质为原材料的新型生物制造产业链和绿色低碳生物经济的核心。 用于生物制造的菌株细胞通常面临中间代谢产物积累、毒性产物抑制，导致反应效率低、终产物浓度低的问题，严重制约了绿色生物制造的发展。因 此，" 如何构建菌株细胞并强化反应过程合成生物基产品 "是该领域重要的研究课题。 以" 菌株细胞工厂构建及产物合成强化 "为核心，以" 人工细胞器创制、菌株细胞工厂构建、反应分离耦合调控 "从微观到宏观强化产物生物合成，可 以强化生物制造过程。 多 年来， 大连理工大学薛闯教授 团队创建了多酶自组装蛋白质笼的人工细胞器，该人工细胞器可实现化学诱导、光诱导提升细胞器的可调节性，揭 示了人工细胞器的时空调控机制；创建了"多枪-多靶"快速菌株构建方法，揭示了磷酸化激酶多维度协同调控菌株的新机制，阐明了梭状芽孢杆菌群体 感应系统中信号分子自诱导肽的合成途径和调控功能；制备了碳纳米管阵列复合膜，开发了反应分离耦合技术。实现了 以生物能源为主的产品生物合 成强化 ， 为解决工业生物技术领域催化效率低的瓶颈问题提供了新突破点与新思路 。 点击更多阅读 ： 祝贺！80后生物制造专家-薛闯教授获大奖，全 ...

Group 1 - The 2025 Brazil Energy Conference opened in Teresina, Piauí, attracting over 800 representatives from various sectors to discuss renewable energy development and industrialization in Brazil's poorest regions [1] - Piauí state is highlighted as a key player in Brazil's energy transition, with 99.75% of its energy sourced from renewables, making it an attractive destination for international investment [1] - The conference agenda includes forums, workshops, and exhibitions focused on clean technologies, solar, wind, green hydrogen, and bioenergy success stories [1] Group 2 - China is recognized as a global leader in renewable energy, while Brazil ranks fifth in the world, emphasizing the potential for collaboration in this sector [1] - China General Nuclear Power Corporation (CGN) has invested over 5 billion Brazilian Reais (approximately 6.5 billion RMB) in Piauí since 2019, with a renewable energy capacity exceeding 600 MW [2] - CGN plans to establish a multi-energy complementary base in Piauí with a capacity exceeding 1,400 MW and an additional investment of over 3 billion Brazilian Reais (approximately 3.9 billion RMB) [2] Group 3 - CGN intends to set up a Sino-Brazil Clean Energy Innovation Center to promote project development in cutting-edge fields such as R&D, energy storage technology, and green hydrogen demonstration projects [3] - The conference is seen as a pivotal moment for Piauí and Brazil to solidify their leadership in the green economy, connecting governments and businesses with promising industries [4] - The United Nations Development Programme representative highlighted the conference's role in advancing energy transition and improving quality of life through renewable energy-driven industrialization [4]

Core Insights - The International Renewable Energy Agency (IRENA) reported significant growth in renewable energy capacity in 2024, reaching a total of 4448 GW, with an addition of 585 GW, marking a record annual growth rate of 15.1% [4] - Despite the record growth, the progress is still lagging behind the target of tripling global renewable energy capacity to 11.2 TW by 2030, necessitating an annual growth rate of 16.6% [4][6] - There are notable regional disparities in renewable energy expansion, with Asia leading, particularly China, which contributed nearly 64% of the global new capacity [4] Renewable Energy Capacity Growth - In 2024, solar and wind energy accounted for 96.6% of the new renewable energy capacity, with solar energy growing by 32.2% to reach 1865 GW and wind energy increasing by 11.1% [5] - The growth in solar energy was particularly driven by China, which contributed 278 GW of the total increase of 451.9 GW in photovoltaic generation [7] - Hydropower capacity rebounded to 1283 GW, largely due to contributions from China, with several countries like Ethiopia and Indonesia also showing significant increases [7] Challenges and Future Goals - IRENA's Director-General emphasized the need for governments to set clear and quantifiable renewable energy targets in their next round of Nationally Determined Contributions (NDCs 3.0) to meet the 2030 goals [5][6] - The UN Secretary-General acknowledged the progress in renewable energy, highlighting its potential to create jobs, lower energy costs, and improve air quality, while stressing the urgency for a faster and fairer transition to clean energy [5] Sector-Specific Developments - Biomass energy saw a rebound in 2024, with an increase of 4.6 GW, primarily from China and France [9] - Geothermal energy capacity increased by 0.4 GW, with New Zealand leading the way [9] - Off-grid power capacity nearly tripled, growing by 1.7 GW to reach 14.3 GW, mainly driven by off-grid solar energy [9]