Core Insights - The European Hydrogen Association's report indicates that by 2030, Europe will only be able to produce and import enough clean hydrogen to meet about 60% of regulatory requirements, resulting in a supply gap of approximately 1.1 million tons, which poses a threat to the region's decarbonization goals [1][2] Group 1: Hydrogen Demand and Supply - By 2030, the EU's hydrogen demand is projected to reach 2.8 million tons due to regulations such as the Renewable Energy Directive (III) and the EU Aviation and Maritime Fuel Directives [1] - The domestic electrolysis hydrogen production is expected to reach only 1.43 million tons, with an additional 250,000 tons expected from imports, leading to a total hydrogen supply of about 1.7 million tons by 2030 [1] Group 2: Project Development and Investment - The report highlights a significant slowdown in project development, with only 517 megawatts of electrolysis capacity expected to reach final investment decision between September 2024 and July 2025, compared to 730 megawatts in the third quarter of 2024 alone [2] - The EU has failed to meet its target of deploying 6 gigawatts of electrolysis capacity by 2024, with only 2.84 gigawatts currently under construction, representing just 26% of the capacity needed by 2030 [2] - Germany leads in hydrogen project development with 993 megawatts of capacity in progress, while 94% of planned hydrogen capacity in Europe is concentrated in eight countries, indicating an uneven distribution of hydrogen investment across the continent [2] Group 3: Regulatory and Economic Uncertainties - As of August 2025, only four out of the 27 EU member states have fully or partially implemented the Renewable Energy Directive (III), creating uncertainty regarding actual hydrogen demand and project economics [2] - The lack of clarity in implementation details and insufficient incentives for businesses have particularly impacted the industrial sector's hydrogen demand of 1.3 million tons per year [2]

Group 1 - The "2025 Second Hydrogen Industry Conference (CHIF2nd)" was held on October 10 in Shanghai, aiming to gather global experts to discuss the latest trends, technological challenges, and solutions in the hydrogen industry, promoting high-quality development [1] - According to Guotai Junan, hydrogen energy is seen as a key tool for reducing carbon dioxide emissions in the industrial sector and will become crucial for energy transition, attracting capital market attention to the hydrogen sector [1] - The hydrogen industry chain includes upstream hydrogen production, midstream storage and transportation, and downstream applications, with nearly 100 hydrogen-related listed companies in the A-share market [1] Group 2 - Huayuan Securities indicates that with declining electricity prices, rising carbon prices, policy support, and increasing orders for green fuels, the construction rate of green hydrogen projects is expected to gradually increase [2] - The upstream electrolyzer industry is anticipated to move out of the "involution" phase, with a recommendation to focus on companies like Huadian Technology and Huaguang Huaneng [2] - As the cost of green hydrogen decreases, its penetration in transportation and industrial sectors is expected to improve, with recommendations to pay attention to fuel cell-related companies such as Guohong Hydrogen Energy, Guofu Hydrogen Energy, and Reformed Energy [2]

据了解，近日，全球最大绿色甲醇生产项目金风科技兴安盟绿氢制绿色甲醇项目顺利完成气化炉工艺验 证。该项目一期工程由金风科技全资子公司金风绿能化工（兴安盟）有限公司投资建设，总投资达 22.96亿元，建设规模年产绿色甲醇25万吨，将为全球航运提供第一批规模化绿色甲醇燃料，为下游产 业提供更充足的原材料支持。项目采用先进的环保设施和工艺，确保生产过程中的污染物达标排放，实 现经济效益与环境效益的双赢。截至目前，马士基、赫伯罗特"双子星"联盟分别与金风科技签订绿色甲 醇燃料采购协议，共同推进绿色航运事业的发展。 编辑：穆皓 座谈期间，双方围绕项目建设情况和进一步加强合作进行充分交流，并签订绿氢制绿甲醇二期、三期项 目及风电端项目投资协议。计划在绿氢制绿甲醇一期项目关键气化工艺完成后，继续在兴安盟投资建设 年总产量145万吨绿氢制绿甲醇生产装置（含一期25万吨），并配套建设200万千瓦风电项目和制氢工 程。双方将以共同促进兴安盟新能源、绿氢、绿甲醇产业发展为目标，以"绿色氢氨醇"产业示范基地为 基础，深挖上下游企业用能需求，打造以绿电制氢、制绿甲醇项目为支撑的"绿色氢氨醇"产业链。 10月8日，兴安盟与金风绿色能源化工 ...

Group 1 - The core viewpoint of the articles highlights the successful implementation of green hydrogen projects in Inner Mongolia, particularly in Baotou and Duolun, which are enhancing energy structure optimization in the industrial sector [1][2] - Inner Mongolia Huadian Hydrogen Energy Technology Co., Ltd. has established direct supply agreements with 5 heavy truck logistics companies and 12 chemical enterprises, and has signed agreements with 5 gas companies for blending natural gas with green hydrogen [1] - The integrated wind-solar hydrogen production project in Duolun has produced over 14.5 million standard cubic meters of high-purity green hydrogen, leading to a reduction of over 28,500 tons of carbon dioxide emissions [1] Group 2 - Inner Mongolia has built 7 green hydrogen projects, with a green hydrogen production of 4,100 tons in the first seven months of this year, positioning it as a national leader in this sector [2] - The local government is optimizing the policy framework for the green hydrogen industry, accelerating project construction and infrastructure development, and expanding application scenarios [2] - Future plans include focusing on support policies, technological innovation, and market cultivation to establish a leading area for the green hydrogen industry [2]

节日期间，国家电网超17万名施工人员坚守一线，稳步推进2200余项输变电工程及38项抽蓄工程建设。 从大漠戈壁到江河之畔，一条条能源大动脉不仅点亮万家灯火，更以绿色动能驱动高质量发展，为美丽 中国建设注入持久动力。 【纠错】 【责任编辑:赵阳】 冀北地区，世界首个柔性直流电网工程——张北柔直工程成为绿电进京"主力军"。节前，国网冀北电力 技术人员通过"虚拟实验室"工程完成20次设备性能试验，模拟8类复杂工况，确保电网安全稳定运行。 数据显示，国庆中秋假期以来该工程向京津冀地区输送绿电1.44亿千瓦时，累计输送量已达479亿千瓦 时。 作为全国首个新能源综合示范区，宁夏以绿电赋能算力产业，将绿电就地转化为绿算。在宁夏中卫西部 云基地，"光伏+储能"技术实现绿电与算力高效互补，服务器以清洁电能为动力支撑节日出行的路程规 划、酒店预订等算力需求。2024年该基地绿电使用量达4.54亿千瓦时，同比增长86%，占总用电量的 46%；预计2025年绿电占比将提升至82%，每年可减排二氧化碳115万吨。 国庆中秋假期，各地文旅升温、消费活跃，用电需求持续攀升。国家电力调度控制中心数据显示，10月 1日至7日，国家电网经营区 ...

今天分享的是：2025年三边经济报告 报告共计：100页 2025中日韩三边经济报告：东亚经济圈如何应对全球变局？ 2025年3月，在韩国首尔召开的第十三届中日韩三边经贸部长会议上，《2025年三边经济报告》（TER）正式发布。这份由三边 合作秘书处（TCS）联合东盟与中日韩宏观经济研究办公室（AMRO）编制的报告，不仅是三国经贸合作的"风向标"，更勾勒出 东亚经济圈在全球不确定性中的韧性与机遇。作为TCS的旗舰出版物，今年的报告已是第十版，首次被纳入部长级会议官方合 作项目，凸显出中日韩三国在区域经济整合中的核心地位。 从经济规模来看，中日韩三国的"经济朋友圈"分量十足。2024年，三国GDP合计达24.21万亿美元，较2023年增长2.7%，占全球 经济总量的24%以上；人口总量15.84亿，接近全球总人口的20%，是全球最具潜力的消费市场之一。贸易领域，三国2024年货 物贸易额约8.93万亿美元，占全球贸易总量的18.8%，其中与东盟、欧盟、美国的贸易往来尤为密切，成为全球供应链稳定 的"压舱石"。值得关注的是，在《区域全面经济伙伴关系协定》（RCEP）框架下，中日韩贡献了该协定80%以上的GDP，2 ...

绿色动能澎湃中国： 从用电大国到电力强国的历史性跨越 当 北部 原上巨大的风机与东海之滨绵延的光伏矩阵交相辉映，当西 部 牧民屋顶的分布式光伏点亮雪域高原的夜空，当特高压电网将清洁能源输送 到繁华都市的心脏 —— 中国能源转型的宏伟篇章，正以 " 两个 1/3" 的辉煌成就向世界宣告 ： 每消耗三度电，就有一度源自清洁能源；中国发 电装机容量占据全球总量的三分之一。这是 " 十四五 " 能源画卷上最璀璨的色彩，更是新型电力系统从规模领先到质量飞跃的有力证明。 一、结构之变：能源体系由 "煤炭为主"向"多元清洁"的实质性跨越 煤炭消费比重降至 53.2% ，非化石能源消费占比 到 2024 年 攀升至 19.8% —— 这组数据背后，是一场静水深流的能源革命。截至 2025 年 7 月底，全国可再生能源装机规模达 21.7 亿千瓦，其中风电装机 5 .7 亿千瓦、光伏装机超过 11 亿千瓦（占全球总规模的近一半），较 " 十三五 " 末实现翻倍增长。非化石能源装机占比历史性突破 60% ，新能源发电装机规模首次超过煤电，正式成为电力供应的核心力量。 在多元能源供应体系构建中， 西部强省 四川依托水电优势发展绿氢 ...

根据标普全球大宗商品洞察的"氢能生产资产数据库"，除帕尼帕特炼油厂项目外，IOC还在古吉拉特 邦、北方邦和喀拉拉邦布局了可再生氢项目，预计年总产量约2.8365万吨。 萨尼透露，印度目标在2030年实现500吉瓦非化石能源装机容量，并大力发展生物燃料与可再生能源。 在此期间，低碳燃料预计将迎来快速增长，而化石燃料在能源转型过程中仍将对保障供应稳定性发挥关 键作用。萨尼称："IOC希望在印度实现能源安全、自给自足与脱碳的进程中扮演核心角色。公司的目 标是在2046年实现净零排放，同时计划到2050年将其在印度能源领域的贡献占比从当前的约9%提升至 12.5%。公司的战略包括三方面：强化核心炼油与石化产能、加速向天然气及可再生能源领域多元化布 局、扩大下一代燃料的应用规模。" 中化新网讯 9月24日，印度石油公司(IOC)董事长阿尔温德·辛格·萨尼表示，可再生氢有望成为该公司新 能源业务组合的核心组成部分，作为国有炼油企业，IOC计划大幅提升可再生氢产能，以契合印度政府 将本国打造为全球氢能市场的愿景。 萨尼指出，炼油业务脱碳是IOC的核心优先事项。具体减排路径包括：升级能效技术、从液体燃料转向 天然气、整合可再 ...

Market Overview - On September 29, methanol and green methanol concepts surged, with Donghua Technology achieving two consecutive trading limits, and Changhua Chemical and Fuke Environmental Protection hitting the daily limit [1] Policy Developments - On September 25, seven departments including the Ministry of Industry and Information Technology released the "Petrochemical Industry Stabilization Growth Work Plan (2025-2026)", emphasizing the promotion of green ammonia and green alcohol in the marine fuel market and accelerating the improvement of green product certification [2] - The International Maritime Organization (IMO) is set to officially adopt its first industry-wide "IMO Net Zero Framework" in October 2025, which includes mandatory marine fuel standards, emission restrictions, and carbon pricing mechanisms. Starting in 2027, this framework will be enforced for large ocean-going vessels over 5,000 gross tons, which account for approximately 85% of international shipping CO2 emissions, aiming for net-zero emissions in the global shipping industry by 2050 [2] - Goldwind Technology announced on September 9 plans to sign an investment development agreement for a wind power hydrogen ammonia methanol integration project with the People's Government of Bayannaoer City, with a total investment of approximately 18.92 billion yuan. The project plans to build 3GW of wind power, with over 80% of the generated electricity used for electrolysis to produce green hydrogen, resulting in the production of 600,000 tons of green methanol and 400,000 tons of green ammonia annually [2] Institutional Insights - Methanol has advantages over other fuels, including flexible storage and refueling, low cost per unit of heat value, complete storage infrastructure, low ship modification costs, and environmental friendliness, making it a primary choice for long-term green transformation in shipyards. However, short-term supply and cost issues for green alcohol may limit its adoption, with LNG serving as a transitional option. Currently, there are at least 320 orders for methanol-fueled vessels, primarily container ships, with a concentrated delivery period expected to begin in 2026. The global methanol consumption in 2024 is projected to be approximately 140 million tons, with green alcohol demand from marine fuel estimated at 500-600 million tons. If the penetration rate of methanol as marine fuel reaches 10% by 2030, it is expected to drive global methanol demand growth by over 40% [3] - The high growth in green alcohol demand will simultaneously drive green hydrogen consumption, creating opportunities during the supply-demand imbalance. Approximately 300 green methanol-fueled vessels are expected to be operational, which will lead to a demand for about 6.8 million tons of green methanol, corresponding to a green hydrogen consumption of 750,000 to 1.3 million tons. Currently, the operational capacity of green hydrogen projects is around 1.8 million tons, and the commissioning of methanol vessels will consume 42%-72% of this capacity, facilitating downstream applications for green hydrogen [3] - The construction cycle for major green alcohol projects is 1-2 years, aligning with the operational cycle of green methanol vessels (27 years after the IMO net-zero framework policy takes effect). It is anticipated that from the second half of 2025, existing but unstarted green hydrogen ammonia methanol projects will accelerate construction, driving demand for upstream hydrogen production equipment. Additionally, the increased penetration of green hydrogen in other sectors will further boost the demand for green hydrogen equipment, with high elasticity in the equipment segment. Bidding is expected to favor state-owned enterprises and related cooperative enterprises focusing on high-elasticity segments under industry expansion, with green alcohol operators that collaborate with green methanol shipowners and green hydrogen equipment manufacturers set to benefit significantly [4]

在全力奔赴碳中和目标的浪潮下，远景科技集团在零碳产业园建设领域不仅携手鄂尔多斯打造了全球首 个零碳产业园，还依托零碳产业园模式在赤峰打造了全球规模最大的绿色氢氨项目，成为行业焦点。 打造全球首个零碳产业园 在鄂尔多斯的广袤大地上，一场绿色工业革命正如火如荼地展开。远景科技集团与鄂尔多斯蒙苏经济开 发区携手，依托当地丰富的风光资源，打造出全球首个零碳产业园——鄂尔多斯零碳产业园。这里，可 再生能源得到充分利用，智能化管理让园区运转高效有序，绿色产业链的构建更是让产业发展绿意盎 然。 "园区配套集成风电、光伏与储能的新型电力系统，将新能源就地转化为发展的动力。"远景能源鄂尔多 斯基地副总经理王尧介绍，园区所需的80%能源由本地的风电、光伏及储能直接供应，剩余20%则与电 网进行交易，可实现100%绿色零碳能源供给，为园区的可持续发展提供了坚实的能源保障。 为了保障这些绿色能源的稳定供给，远景科技集团在鄂尔多斯构建了零碳产业园创新体系。"该体系宛 如园区的智慧大脑，引领着园区不断向前发展。"王尧表示，这一体系由新型能源系统、基于国际标准 的零碳数字操作系统和绿色新工业集群共同构成，利用智能物联网源荷互动控制系统和基 ...