Core Insights - Green hydrogen, produced from renewable energy, is expected to see a significant increase in global production, projected to grow more than fivefold by 2030 compared to 2024 levels [1] Group 1: Advantages of Developing Hydrogen Energy in Africa - Africa possesses unique advantages for green hydrogen development, including abundant renewable energy resources such as solar and wind [1] - The continent is rich in key mineral resources necessary for hydrogen production, with countries like the Democratic Republic of Congo and South Africa being major producers of lithium, cobalt, and rare earth metals [1] - The green hydrogen industry in Africa is projected to create between 2 million to 4 million jobs over the next 25 years [1] Group 2: Export Potential and International Cooperation - Africa's green hydrogen can be exported to meet global demand, with the EU planning to produce and import 10 million tons of green hydrogen by 2030 [2] - North African countries like Morocco and Algeria are positioned as key regions for large-scale hydrogen transport due to their proximity to Europe [2] - South Africa is recognized as an important partner for Germany in green hydrogen cooperation, which will aid in South Africa's economic development and energy diversification [2] Group 3: Ongoing Projects and Investments - Namibia plans to invest $10 billion in a "green hydrogen to green ammonia" project, aiming to produce approximately 2.4 million tons of green ammonia annually [3] - South Africa's green ammonia project is expected to produce 100,000 tons annually by 2029, with production costs projected to be below the global average [3] - Morocco has approved a $35 billion investment plan for multiple green hydrogen projects, aiming to increase renewable energy's share to 52% by 2030 [4] Group 4: Challenges Facing Green Hydrogen Development - There is a significant financing gap, with estimates suggesting that $450 billion to $900 billion is needed to build a complete hydrogen economy by 2050 [5] - Infrastructure is lacking, particularly in remote areas where many green hydrogen projects are planned, leading to challenges in energy transmission and storage [5] - There is a shortage of technology and skilled labor in critical areas such as electrolyzer manufacturing and fuel cell research [5] - Water scarcity poses a challenge for hydrogen production, especially in arid regions where water costs are high [5] Group 5: Strategies for Overcoming Challenges - African countries are developing national strategies and policies to support hydrogen development, including regulatory frameworks and investment incentives [6] - Long-term purchase agreements with the EU and other countries are being established to provide stable cash flow and reduce investment risks [6] - Localized clauses in international agreements are increasingly emphasized to promote local manufacturing and employment [6] Group 6: Financial Support and Future Outlook - Multilateral financial institutions are establishing special funds to support cross-border green hydrogen projects [7] - The African green hydrogen industry is in a rapid development phase, with numerous projects underway and international market demand driving growth [7] - With clear strategies and financial support, Africa is poised to become a significant player in the global green hydrogen supply chain, contributing to local economic growth and global emission reduction goals [7]

（原标题：美资安第斯电力公司（AES Andes）申请将绿色氢能项目环境审批暂停至2026年5月） 智利《信使报》9月30日报道，安第斯电力公司（AES Andes）安托法加斯塔大区 INNA项目，计划投资100亿美元，旨在生产绿色氢气和绿氨，目前正处于环境审批阶 段。由于该项目邻近天文台，科学界担忧天文台可能受到绿色氢能项目光污染影响。 由于需要回应大量的公众和科学界质询，并进行额外的深入研究（如光污染、振动效 应等建模分析），项目方已申请将审批流程暂停，并延期至2026年5月再提交补充材 料。 ...

"宁波膜智信息科技有限公司"为势银（TrendBank）唯一工商注册实体及收款账户 势银年会： 2025势银氢燃年会（1月6-8日，宁波） 点此报名 添加文末微信，加 绿色燃料 群 9月，中国绿氨/绿色甲醇动态涵盖 开工、签约、备案、招/中标、认证 等全环节。从动态数量上 看，绿色甲醇领域尤为突出，共有10项重大进展。与此同时，氢氨醇一体化项目也展现出强劲势 头，共有8个动态，体现了"电-氢-醇-氨"协同发展的产业趋势。相对而言，纯绿氨项目数量较少， 为4项，但其中包含了由交通运输部牵头的供应链倡议，预示着绿氨作为未来船用燃料的巨大潜 力。 发展呈现三大特点： 一是投资规模巨大，多个项目投资超数十亿，年产能达十万吨级以上；二是 技术路线多元化与产业链协同深化，项目普遍采用"风光发电+电解水制氢+二氧化碳/生物质合 成"的技术组合，ALK与PEM电解槽技术均有应用。三是政策与市场双轮驱动，国家试点、国际认 证与长期采购合同共同推动产业落地。 9月21日，华电调兵山风电制氢耦合10万吨绿色甲醇示范项目开工。该项目总投资39.45亿元，项目 计划建设450MW风力发电;295MW电解水制氢（计划采用"华电氢能" 3 ...

Core Insights - Envision Group is leading the charge in carbon neutrality by establishing the world's first zero-carbon industrial park in Ordos and the largest green hydrogen ammonia project in Chifeng, making significant strides in the green energy sector [1][4]. Group 1: Zero-Carbon Industrial Park in Ordos - The Ordos Zero-Carbon Industrial Park is a collaboration between Envision Group and the Ordos Mongsu Economic Development Zone, utilizing local wind and solar resources to create a fully integrated renewable energy system [2]. - The park's energy supply is composed of 80% from local wind, solar, and storage, with the remaining 20% sourced from the grid, ensuring 100% green energy for sustainable development [2][3]. - The park has attracted companies like Huajing and Longi, with its renewable energy output projected to reach 20.09 billion yuan in 2024, marking a doubling in value [3]. Group 2: Green Hydrogen Ammonia Project in Chifeng - The Chifeng Zero-Carbon Hydrogen Industry Park is a joint venture between Envision Group and the Chifeng Municipal Government, designed to produce green hydrogen and ammonia using 100% green electricity [4]. - The project has successfully completed the first phase, producing 320,000 tons of green hydrogen ammonia, making it the largest and lowest-cost project of its kind globally [4]. - The park has received international recognition, including the Energy Transition Innovator Award at the 28th UN Climate Change Conference, highlighting its contributions to energy transformation [4]. Group 3: Future Developments and Global Expansion - Envision Group plans to expand its green hydrogen production to include green methanol and sustainable aviation fuel, aiming for large-scale industrialization of clean energy [6]. - The company is also establishing a zero-carbon hydrogen industry park in Spain, which will include hydrogen equipment manufacturing and a complete green hydrogen supply chain [7]. - Envision Group's initiatives are creating a global framework for zero-carbon industrial parks, providing replicable models for other countries to follow in their green development efforts [8].

中国经济网赤峰9月26日讯(记者梁木)戈壁滩的风和光，正在转化为驱动世界的绿色燃料。今年7月8 日，全球首个百万吨级零碳氢氨项目——远景赤峰152万吨绿色氢氨项目首期32万吨工程在内蒙古自治 区赤峰市建成投产，标志着我国绿色氢氨产业从示范探索迈入规模化商业运营新阶段。 绿氢，兼具清洁低碳、绿色环保及高热值等属性，被视为继风、光之后最具潜力的清洁能源；绿氨，作 为重要的工业原料和清洁能源载体，在钢铁、化工、发电、航运等行业肩负着带动降碳减排的重要作 用。绿色氢氨项目是指将风光发电、电解水制氢、绿氨合成等多个环节紧密结合的项目模式。 远景赤峰零碳氢能产业园通过自建的风、光、储一体化设施产生绿色电力，以绿电驱动先进的电解水制 氢设备，并电解过程使用中水，最终产出零碳的"绿氨"。 生产过程"全绿电"是远景赤峰零碳氢能产业园能够真正实现"零碳"的关键一点。而使用风光发电最大的 挑战性在于其波动性。远景能源赤峰氢能工厂厂长邓运辉介绍，通过远景自主研发的EnOS智能物联操 作系统，可以整合上游气象预测的信息，对化工侧进行负荷调整，以适应未来4至5小时的发电量，从而 具备动态响应的能力，可以实现"随风而动"，把波动的风光等可 ...

平安证券指出，氢氨醇业务实质是电站业务的延伸。在136号文实施的背景下，市场一度担忧风机企业 电站业务的发展前景，随着政策层面对绿色液体燃料的支持以及风机企业加大对氢氨醇的投资，风机企 业电站业务想象空间打开。该行认为，当前风机企业面临国内风机制造业务盈利水平拐点向上、出海即 将迎来业绩兑现以及电站业务迎来氢氨醇增量的三重共振，看好风电整机企业的投资机会。 消息面上，近日，金风科技发布公告，拟开展乌拉特中旗3GW风氢氨醇一体化项目签订投资协议并开 展申报工作，该项目总投资额约189.2亿元，规划建设3GW风电，所发电力80%以上用于电解水制绿 氢，通过生物质气化耦合绿氢制取绿色甲醇60万吨/年、制取绿氨40万吨/年。 金风科技（002202）(02208)再涨超6%，截至发稿，涨4.99%，报13.47港元，成交额1.44亿港元。 ...

消息面上，近日，金风科技发布公告，拟开展乌拉特中旗3GW风氢氨醇一体化项目签订投资协议并开 展申报工作，该项目总投资额约189.2亿元，规划建设3GW风电，所发电力80%以上用于电解水制绿 氢，通过生物质气化耦合绿氢制取绿色甲醇60万吨/年、制取绿氨40万吨/年。 智通财经APP获悉，金风科技(02208)再涨超6%，截至发稿，涨4.99%，报13.47港元，成交额1.44亿港 元。 平安证券指出，氢氨醇业务实质是电站业务的延伸。在136号文实施的背景下，市场一度担忧风机企业 电站业务的发展前景，随着政策层面对绿色液体燃料的支持以及风机企业加大对氢氨醇的投资，风机企 业电站业务想象空间打开。该行认为，当前风机企业面临国内风机制造业务盈利水平拐点向上、出海即 将迎来业绩兑现以及电站业务迎来氢氨醇增量的三重共振，看好风电整机企业的投资机会。 ...

（原标题：道达尔能源申请暂停其160亿美元绿氢项目环评审批） 智利《信使报》线上版9月23日报道，道达尔能源（TotalEnergies H2）公司向智环 境评估局（SEA）申请暂停其在麦哲伦大区绿氨工厂项目的审批程序。该项目预计投资 约160亿美元，是环境影响评估系统有史以来接收的最大投资。该司提交文件请求将项 目暂停期延长至2027年3月31日，目的是回应公民参与阶段对该项目提出的数百条意 见。环境评估局批准延长程序暂停期，但期限仅延长至2026年12月7日。当局认为该时 限已足够完成整改，同时保留企业再次申请延期的可能性。 ...

全球能源转型的关键节点，我国绿色能源技术又有新突破。 由远景科技集团投资的上海慕帆动力科技有限公司自主研发的首台氢氨双燃料燃气轮机机组，于今年9月在 内蒙古赤峰基地顺利完成总装下线，即将走向市场。 氢氨双燃料燃气轮机，是一种能同时或交替使用氢气和氨气作为燃料的燃气发电设备。由于使用氢气、氨 气这两种清洁燃料发电，氢氨燃气轮机可以大幅降低传统化石燃料发电带来的碳排放，因而成为实现 "零碳 电力" 的关键技术之一。目前全球仅日本三菱重工和IHI掌握了相关技术，欧美厂商尚未实现突破。 图注：慕帆动力的氢氨双燃料燃气轮机 打破国外垄断的氢氨双燃料燃气轮机机组，则来自于一家中国创业公司。 慕帆动力成立于2015年11月，由总经理林钢领衔的德国海归团队创立，总部位于上海。这支团队深耕绿色 能源领域，专注于新一代零碳泛氢燃气轮机的研发，曾获得远景能源、启明创投、高瓴创投等产业方和投 资机构的投资。 这款燃气轮机的问世，并非常规的单点技术突破。正如GPU之于大模型产业链的位置，氢氨双燃料燃气轮 机是扼制绿氨产业链咽喉的关键设备和技术。 目前在绿氨产业链中，生产和储运技术均相对成熟，而配套的绿氨燃料发动机则成为最后的卡点。目前 ...

双燃料燃气轮机能够通过燃烧氨气发电，在绿色能源的空间转移和时间转移场景中具有不可替代性。 全球能源转型的关键节点，我国绿色能源技术又有新突破。 由远景科技集团投资的上海慕帆动力科技有限公司自主研发的首台氢氨双燃料燃气轮机机组，于今年9月在内蒙古赤峰基地顺利完成总装下线，即将走向市 场。 氢氨双燃料燃气轮机，是一种能同时或交替使用氢气和氨气作为燃料的燃气发电设备。由于使用氢气、氨气这两种清洁燃料发电，氢氨燃气轮机可以大幅降 低传统化石燃料发电带来的碳排放，因而成为实现 "零碳电力" 的关键技术之一。目前全球仅日本三菱重工和IHI掌握了相关技术，欧美厂商尚未实现突破。 100%中国制造 绿氨这个词对大多数人或许有些陌生，但它可能是未来十年最重要的绿色能源之一。 绿氨是指用可再生能源（如风能、太阳能）电解水制取的"绿氢"，再与空气中的氮气结合合成的氨。整个过程可以从源头实现完全的零碳排放，是真正 的"绿色能源"。 图注：慕帆动力的氢氨双燃料燃气轮机 目前氢能在储运环节存在着明显的技术瓶颈，成本高企且安全性差。而氨的工业化生产和应用已经有百余年的历史，相关的技术体系和储运基础设施完备， 储运成本仅为氢气的1/10。通 ...