2025年11月24日，内蒙古政府网站发布了《内蒙古自治区党委关于制定国民经济和社会发展第十五个五年规划的建议》(以下简称《建议》)。《建议》提 出，开展大规模风光制氢，壮大风光氢储产业，打造绿氢绿氨绿醇产业发展集群;推进跨省氢氨醇长输管道项目，打造安全高效的油气和绿色燃料管网骨干 通道。 提高新能源开发水平。坚持风光水核等多能并举，持续提高新能源供给比重，推动新增用电量主要由新增新能源发电满足。统筹就地消纳和外送，加快沙戈 荒大型风电光伏基地建设，科学制定年度利用率目标和开发规模，保持新增装机合理规模。推广绿电直连、增量配电网等消纳新模式，积极承接先进绿色高 载能产业转移，拓展新能源非电利用，完善引导重点用能行业企业使用绿电激励政策。开展大规模风光制氢、新型储能技术攻关，扩大储能规模。加快跨省 区骨干输电通道建设，强化区内电网主网架结构，协同推进配电网建设改造，提升电网对清洁能源的接纳、配置、调控能力。构建新型电力系统，促进源、 网、荷、储协调发展，提升电力系统互补互济和安全韧性水平。深化电力市场化改革，完善新能源市场化交易机制。持续推动绿电出口。 壮大新兴产业和培育未来产业。壮大风光氢储产业，打造绿氢绿氨 ...

联盟成立以来，以绿色船燃产业补链强链为核心，推动东北亚绿色船燃"一中心，两基地"加快建 设。联盟供应链体系日趋完善，中国能建、中广核等绿色船燃生产项目陆续开工，并与港航企业建立了 长期稳定合作关系；中远海运集团在辽船队加快建设。产业发展不断提速，一批港口码头、储运、船 队、加注项目陆续落地，在辽新造船订单持续攀升。 近日，在东北亚绿色船燃供应链联盟2025年年度会议期间，中船燃、辽港、中远海等多家联盟成员 单位签署合作协议，东北海陆大通道（辽宁）运营有限公司挂牌，中国外运东北有限公司、中石化长江 燃料有限公司两家企业正式成为联盟成员，标志着东北亚绿色船燃"产供储运销"保障体系进一步完善。 东北亚绿色船燃供应链联盟于2024年4月26日成立，由省交通运输厅牵头主导，联合辽宁海事局、 大连海关、中国船级社、中远海运大连投资有限公司、锦州港股份有限公司等11家单位共同发起，旨在 以绿色船燃带动传统航运业转型升级，激活东北亚航运物流新动能。目标是到2029年，建设并巩固绿色 甲醇、绿氨等新兴船舶燃料产业发展基地。目前联盟已发展会员55家，汇集了绿色船燃生产、仓储、运 输、加注、认证、储能、造船等领军企业，以及国内一流 ...

Core Viewpoint - The signing of the integrated green hydrogen project in Terengganu, Malaysia, marks a significant collaboration between Guofu Hydrogen Energy and Nova RE Suria Sdn Bhd, focusing on the development of the green hydrogen industry in alignment with Malaysia's energy strategy and carbon neutrality goals by 2050 [1][3]. Group 1: Project Overview - The project is one of the first large-scale green hydrogen flagship projects in Terengganu, Malaysia, with a planned capacity of a 200 MW hydrogen production facility, expected to produce nearly 30,000 tons of green hydrogen annually [3]. - The project aims to meet local industrial demand and facilitate exports to international markets, establishing a dual-function layout of "local consumption + global distribution" [3]. Group 2: Roles and Responsibilities - Guofu Hydrogen Energy will take on the core responsibility for the distribution of green hydrogen, efficiently transporting it to key markets in Southeast Asia and East Asia, while also participating in the global distribution network for green ammonia and green methanol [4]. - The company will provide a complete set of technical solutions for hydrogen transportation, ensuring a robust logistics support system through its "production-storage-transportation-consumption" capabilities [4]. Group 3: Strategic Implications - This collaboration signifies a shift for Guofu Hydrogen Energy from "single-point pilot" projects to a new phase of "scaled consumption + derivative expansion + ecological collaboration" in the Southeast Asian hydrogen market [4]. - The company plans to leverage its technological advantages and industry layout to enhance the regional hydrogen ecosystem, contributing to low-carbon development and supporting global carbon neutrality transitions [6].

Traditional Energy Industry - Inner Mongolia is transforming its coal industry by developing a modern coal chemical industry system, focusing on clean and efficient utilization of coal, which is projected to exceed 100 million tons by 2024 [2] - The coal-to-olefins demonstration project will convert 3 million tons of coal into 1.8 million tons of methanol, generating an annual revenue of approximately 6 billion yuan [2] New Energy Industry - Inner Mongolia has become the first province in China to exceed 100 million kilowatts of installed renewable energy capacity, with a total of 150 million kilowatts, surpassing thermal power capacity [5] - The region has established a complete photovoltaic industry chain, including silicon materials, rods, slices, and modules, significantly reducing production costs and energy consumption [5] - The Tengger Desert's 2 million kilowatt photovoltaic project can meet the electricity needs of 1.3 million households annually [5] Future Energy Industry - The launch of the largest green ammonia project in China marks a significant step towards the commercialization of the green hydrogen and ammonia industry, with an annual production capacity of 320,000 tons [8] - Inner Mongolia is developing a green hydrogen corridor and hydrogen pipeline network, aiming to become a major hub for green hydrogen production and application [9] New Energy Storage - Inner Mongolia is actively developing new energy storage projects, with 34 new projects initiated in the first half of the year, aiming for a total installed capacity of 10.32 million kilowatts by the end of 2024 [10] - New energy storage is seen as a crucial component for stabilizing the power system and supporting the development of a new power system [10] Electricity Market Reform - Inner Mongolia is leading in green electricity trading, with a total of 76.2 billion kilowatt-hours traded in 2024, and is integrating into the national unified electricity market [11] - The region is encouraging long-term power purchase agreements between renewable energy producers and key users to enhance market efficiency [12]

Core Viewpoint - China's unique advantages in large-scale markets and diverse scenarios serve as both a "touchstone" for industrial upgrades and an "incubator" for innovation, showcasing the country's hard-core strength and immense potential in various innovation fields [2] Group 1: Green Energy and Hydrogen Production - China is set to become the world's largest "green oil" production base, with a complete renewable energy industry chain and an expected installed capacity of wind and solar power reaching 3.6 billion kilowatts by 2035 [4] - The world's largest integrated green hydrogen and ammonia project is located in Jilin Songyuan, which will produce green ammonia from renewable energy sources and is expected to be operational by the end of this year [6][10] - The project has developed the largest hydrogen storage facilities globally, with 15 hydrogen storage tanks, each with a capacity of 2,000 standard cubic meters, to stabilize the supply of green hydrogen for ammonia synthesis [12] Group 2: Technological Innovations and Cost Reductions - The project employs flexible ammonia synthesis technology, allowing production loads to be adjusted between 30% and 110%, enhancing operational efficiency [12] - The hydrogen production facility features 64 electrolysis units, each capable of producing 1,050 cubic meters of hydrogen per hour, marking the largest scale of such equipment worldwide [14] - The cost of hydrogen production has decreased by over 10% compared to the previous year, with expectations for further reductions, enhancing the economic viability of hydrogen [21] Group 3: Market Potential and Future Outlook - Global traditional ammonia production exceeds 200 million tons, with China accounting for one-third of this output; green ammonia demand is projected to surpass 10 million tons by 2035 as technology matures and costs decline [25] - The National Energy Administration is planning renewable energy hydrogen and ammonia production bases in regions with significant wind and solar potential [26] - China's total installed capacity of wind and solar power has surpassed 1.7 billion kilowatts, becoming the largest power source, with annual new renewable capacity exceeding 200 million kilowatts [28] Group 4: Innovation and Policy Support - The unique advantages of large-scale markets amplify the innovation chain, enabling rapid scaling of innovative results [30] - To further activate the innovation potential of the large market, it is essential to leverage market forces and financial services to guide capital towards cutting-edge technological innovation [34] - Recent government policies emphasize the importance of utilizing China's large-scale market and diverse application scenarios to promote large-scale applications of new scenarios, stimulating innovation vitality [36]

新华财经上海11月20日电 （谷青竹） 在内蒙古东部的兴安盟大地，一场绿色能源转型正在上演。继 2023年中广核300万千瓦风电基地全容量投产后，兴安盟经济技术开发区（以下简称"兴安盟经开区"） 近日宣告金风科技绿氢制绿甲醇项目一期工程成功通过气化炉工艺验证——标志着"风电-电解水制氢- 生物质气化-甲醇合成"这一完整技术路线全链条贯通，不仅迈出了填补行业规模化生产空白的关键一 步，更让兴安盟经开区一跃成为国家"双碳"战略下绿色氢氨醇产业的核心承载区。 兴安盟经开区用实打实的产业进展，勾勒出我国能源结构转型从"技术突破"到"产业落地"的生动缩影。 在"双碳"战略向纵深推进、全球能源结构加速向绿色低碳转型的今天，这里正跑出绿色能源产业的"加 速度"，书写从"试验"到"示范"的新答卷。 资源筑基：从"禀赋优势"到"成本优势"，构建产业发展"护城河" ""兴安盟风、光、水、生物质资源储量丰富，是全国生态功能最为完整、清洁能源资源最为丰富的地区 之一。兴安盟委副书记、盟长于吉顺如此推介兴安盟的核心竞争力。 从能源来看，兴安盟追"风"逐"光"的优势尤为突出，风电光伏测算可开发规模达3600万千瓦、剩余可开 发规模超21 ...

央视网消息：超大规模市场的巨大需求与多元场景，不仅是产业升级的"试金石"，更是创新活力的"孵化器"，为各类创新成果提供了广阔 的转化空间和迭代土壤。依托这一独特优势，中国在基础研究、技术突破、企业培育等多个创新领域取得突破，彰显中国创新的硬核实力和巨 大潜力。 中国是全球人工智能专利最大拥有国，占比达60%。 2024年，中国在各学科"最具影响力期刊"发表论文15067篇，占世界总量35.2%，排名全球第一。 2024年，中国新增全球独角兽500强企业32家，新增数量位居全球之首。 中国拥有26个全球百强科技创新集群，数量稳居全球第一。 截至2024年，中国高新技术企业超过50万家，总量位居世界首位。 企业负责人李京光表示，他们是第一批尝试者，应该是清洁能源里面的开拓者，意味着用这种耦合技术或者一体化技术，可以把新能源变 成"绿色石油"。 要突破从绿电到绿氨的世界级难题，就要解决新能源的波动性和绿氨生产连续性的匹配问题，让每一度绿电都能被高效利用，绿氨的生产还要 达到国际要求的碳排放标准。 这里是吉林松原全球最大的绿色氢氨醇一体化项目，这也是目前全球规模最大的"绿色石油"生产基地。上游的风电光伏在这里被加工成 ...

Core Viewpoint - The article highlights the development of a green ammonia project in Inner Mongolia by Envision Group, emphasizing its potential to revolutionize energy production and reduce carbon emissions through the use of renewable energy sources [1][6]. Group 1: Company Overview - Envision Energy, founded by Zhang Lei, has a valuation of 1.1 billion, focusing on wind turbine manufacturing, energy storage, and hydrogen energy [1]. - Envision Power, led by Wan Sui, is valued at 730 million and specializes in power battery manufacturing [1]. - Envision Intelligent, also founded by Zhang Lei, has a valuation of 265 million and operates in the smart IoT sector [1]. Group 2: Project Details - The green hydrogen and ammonia project in Chifeng aims to produce 152,000 tons of green ammonia annually, which could reduce over 9 million tons of carbon emissions, equivalent to the annual emissions of 15 million fuel vehicles [7]. - The project is expected to achieve a scale of 20 GW, generating an annual electricity output of 60 billion kWh, comparable to Portugal's total electricity consumption [8][9]. Group 3: Technological Innovations - Envision has developed an AI power system to optimize energy management, allowing for efficient adjustments based on weather conditions and energy availability [18]. - The project utilizes self-developed wind turbines and energy storage systems to produce green hydrogen through electrolysis [5][17]. Group 4: Market Strategy - Envision has secured long-term green ammonia purchase agreements with major companies like Marubeni Corporation and DHL, targeting applications in shipping fuel, hydrogen derivatives, and fertilizers [19]. - The company is also investing in key equipment manufacturing to accelerate the commercialization of green ammonia [19]. Group 5: Future Aspirations - Zhang Lei envisions that significant reductions in energy costs could enable ambitious projects like large-scale seawater desalination and low-cost interstellar transportation [22].

Core Viewpoint - Jilin Electric Power Co., Ltd. (吉电股份) is advancing its transformation into a new green energy enterprise, with a significant investment in a coal power project that aligns with national energy strategies and the "14th Five-Year Plan" [1][3]. Group 1: Project Investment - The company plans to invest 5.698 billion yuan in the construction of the Baicheng Phase II 2×66 MW coal power project, which is a dual key project for national and Jilin province energy supply [1][2]. - The project will feature advanced supercritical technology and is designed to meet the requirements of the "New Generation Coal Power Upgrade Special Action Implementation Plan (2025-2027)" [2][3]. - The expected construction period for the project is 26 months, with an internal rate of return on capital of 8.32% and a post-tax internal rate of return of 4.69% [2]. Group 2: Strategic Importance - The project is expected to enhance the power supply security in Jilin province and optimize the regional power structure, thereby increasing the company's competitive edge [3]. - The company has extensive experience in coal power plant construction and operation, which will contribute to the project's success [3]. Group 3: Transition to Green Energy - The company is transitioning from traditional energy to green, low-carbon, and renewable energy, with renewable energy capacity surpassing that of thermal power [4][7]. - By the end of 2024, the company aims for a total installed capacity of 14.4411 million kW, with renewable energy accounting for 11.1111 million kW, representing 76.94% of the total [5]. - The company plans to change its name to "Electric Power Green Energy" to reflect its commitment to green energy [4][7]. Group 4: Financial Performance - In 2024, the company reported revenues of 13.740 billion yuan, with renewable energy contributing 7.208 billion yuan, accounting for 52.46% of total revenue [6]. - For the first three quarters of 2025, the company experienced a revenue decline of 4.42% year-on-year, with a net profit decrease of 44.63% [8].

转自：新华财经 新华财经内蒙古11月17日电（杨子华）17日，内蒙古自治区兴安盟举办"构建'绿色氢基化工'产业新生态暨首届兴安盟'绿色氢氨醇'产业基地生态共建发布 会"。会上正式宣告兴安盟大规模绿色甲醇项目工艺验证成功。来自政府、科研机构、行业协会及企业界的近三百位嘉宾齐聚一堂，共同探讨绿色氢氨醇产 业的发展路径与合作机遇，推动兴安盟加快打造全国领先的绿色能源产业集聚区。 在开幕致辞环节，中国科学院院士欧阳明高在线上致辞时表示，当前我国正处在从化石能源向可再生能源转型的第三次能源革命中，氢作为一种能源载体， 具有重要的战略意义。兴安盟正在开展的绿色甲醇项目是典型的氢基燃料产业，具有极大的标杆和示范意义。在技术方面，该项目的成果有助于打通整个氢 能技术链；在产业发展方面，项目充分结合了当地资源禀赋、龙头企业的先进技术和国际市场需求，因地制宜发展了新质生产力。 兴安盟委副书记、盟长于吉顺在致辞时表示，兴安盟将紧紧抓住绿色低碳转型的历史机遇，依托"风光氢储一体化"的资源优势，全力构建从生物质资源到氢 基化工产品的全链条产业体系。兴安盟欢迎广大企业家来兴安盟投资兴业，共同将兴安盟打造成绿色能源转型的标杆地区和全国绿色 ...