在党的二十届四中全会擘画"十五五"发展蓝图、国家加快推进绿色能源转型的背景下，10月30日，由国 家电投集团吉电股份牵头，联合中远海运、上港集团共同投资建设的国内首个贯通"绿醇生产—燃料加 注—远洋航运"全链条的绿色甲醇示范项目——吉电股份梨树风光制绿氢生物质耦合绿色甲醇项目，在 吉林四平启动创优建设。 其三，产业协同路径创新。项目将氢能技术与传统化工工艺有机结合，通过动态制储氢与化工流程的协 同，引入绿氢作为补充，结合合成气变换工艺的负荷调节优势及气态储氢的灵活特性，有效平抑了化工 合成过程中的波动风险，保障全系统安全稳定运行。 此举不仅开创了央国企共建绿色液体燃料产业链的全新模式，也为我国绿色航运提供了可复制的闭环解 决方案，为培育新质生产力、落实"双碳"目标注入强劲动力。 项目紧扣国家"加快发展新质生产力、建设新型能源体系"战略，依托国家电投"十五五"绿色氢基能源产 业发展路径，通过风电制氢与生物质碳源耦合制甲醇，实现新能源与化工生产的柔性协同，推动化工领 域摆脱对化石能源的依赖。建成后年产绿醇19.72万吨，年减排二氧化碳约30万吨，不仅为航运脱碳构 建完整产业链，更以"电-氢-化"系统集成创新助力东 ...

Core Points - The "Global Sustainable Transport Certification" (GSTC) was launched in Beijing, initiated by China Energy Engineering Group and the China International Transport Innovation and Knowledge Center, focusing on sustainable transport fuel certification [1][2] - The first projects included in the certification trial are the Jilin Songyuan project (green ammonia) and the Inner Mongolia Yigao project (green methanol) [1] Group 1 - The certification system aims to integrate China's sustainable fuel industry development advantages, reduce industry costs, and support the establishment of an international sustainable fuel supply, injection, trading, and pricing center [2] - China Energy Engineering Group has leveraged its core units, such as China Electric Engineering and Hydrogen Energy Company, to support the development of certification documents and a big data platform [2] Group 2 - The Inner Mongolia project utilizes exclusive "co-gasification" technology to produce green methanol from waste materials, currently achieving an annual production capacity of 100,000 tons, with plans to increase to 300,000 tons by 2030 [1] - The Jilin Songyuan project employs advanced technologies to address the challenges of renewable energy volatility and chemical production stability, recognized as a national green low-carbon technology innovation project [1]

记者获悉，由中国能源建设集团有限公司（以下简称"中国能建"）与中国国际交通创新和知识中心等联 合发起的"全球可持续交通认证体系"（GSTC）日前在北京启动可持续交通燃料认证试运行工作。首批 纳入认证体系的试运行项目为中能建氢能公司吉林松原项目（绿氨）和中华煤气内蒙古易高项目（绿甲 醇）。 建立中国发起的国际性可持续燃料认证体系，是我国积极参与气候变化全球治理的重要举措，有利于衔 接IMO相关法规及我国的实际情况，能够有效发挥我国可持续燃料产业发展优势，进一步降低产业成 本，将为我国打造国际性可持续燃料供应中心、加注中心、交易中心、定价中心提供有力支撑，并将成 为推动我国交通和能源融合发展的重要驱动引擎。 据介绍，中国能建充分发挥旗下中电工程、氢能公司等核心单位可持续燃料项目投建营、工艺系统集 成、碳足迹核算等方面的独特优势，为"1+9+5+N"认证体系文件编制、大数据平台开发和试运行提供了 重要支撑。与此同时，中国能建在可持续燃料领域开展了系列创新实践，在内蒙古、黑龙江、吉林、辽 宁等地规划投资建设多个可持续燃料生产基地，并重点攻关生物质气化、系统动态匹配等可持续燃料制 备的关键技术装备，合力打通"制储输加用 ...

Core Viewpoint - Jilin Electric Power Co., Ltd. (吉电股份) has made significant advancements in the green energy sector, particularly with its integrated green hydrogen and ammonia project, which has set multiple global records [1] Company Overview - Jilin Electric Power Co., Ltd. is primarily engaged in electricity production and sales, with a focus on renewable energy generation and hydrogen energy [1] - The company is based in Jilin Province and is one of the key energy enterprises in the region [1] Recent Developments - The company’s Daan wind-solar integrated green hydrogen synthesis ammonia demonstration project has been completed and is now operational [1] - This project has achieved four global records: 1. The largest scale of green ammonia single production project launched at once 2. The largest scale of alkaline and PEM mixed electrolysis water hydrogen production 3. The largest scale of direct current microgrid hydrogen production 4. The largest scale of solid-state hydrogen storage [1] - The project is expected to reduce carbon emissions by approximately 650,000 tons annually and save about 230,000 tons of standard coal [1] Strategic Partnerships - The company has recently signed cooperation agreements with several domestic and international enterprises to accelerate the sales of green ammonia and green methanol products [1] Market Performance - As of August 4, 2025, the stock price of Jilin Electric Power Co., Ltd. was 5.20 yuan, reflecting an increase of 0.03 yuan or 0.58% from the previous trading day [1] - The trading volume for the day was 201,294 hands, with a transaction amount of 104 million yuan [1] - Over the past five days, there has been a net outflow of main funds amounting to 59.38 million yuan, representing 0.34% of the circulating market value [1]

Core Viewpoint - Hydrogen energy is recognized globally as a crucial component of future energy systems, with the successful launch of the world's largest green ammonia project in Jilin, China, contributing significantly to energy transition and carbon neutrality goals [1][5]. Group 1: Project Overview - The Daan Green Hydrogen and Ammonia Integration Demonstration Project is the largest single green ammonia production facility globally, with a capacity of 180,000 tons per year [4]. - The project integrates wind and solar power generation with advanced hydrogen production technologies, including alkaline and PEM electrolysis, achieving a hydrogen production rate of 36,000 standard cubic meters per hour and 9,600 standard cubic meters per hour, respectively [4]. - The project features the world's largest solid-state hydrogen storage system, capable of storing 48,000 standard cubic meters of hydrogen, addressing key challenges in hydrogen storage [4]. Group 2: Strategic Significance - The project plays a vital role in enhancing China's energy security by reducing reliance on coal, oil, and natural gas, aligning with national carbon neutrality targets [5]. - It is expected to reduce carbon emissions by approximately 650,000 tons annually and save about 230,000 tons of standard coal, equivalent to offsetting the annual carbon emissions of nearly 500,000 average households [5]. Group 3: Technological Innovations - The project employs a flexible control system developed by the State Power Investment Corporation, which enhances the stability of ammonia production despite the variability of renewable energy sources [3]. - The integration of hydrogen production and ammonia synthesis through a coordinated system allows for efficient energy utilization and addresses the challenges of renewable energy consumption [6]. Group 4: Employment and Talent Development - The project has created nearly 400 jobs and attracted skilled graduates, contributing to local talent development and supporting the "returning talent" strategy in Jilin [7]. - The company emphasizes the training of composite chemical talents who are proficient in both electrical and chemical engineering, enhancing operational efficiency [7]. Group 5: Future Developments - Following the success of the Daan project, the company plans to expand its hydrogen energy initiatives, including the development of green methanol and green aviation fuel projects [8]. - The company is actively pursuing sales agreements for green ammonia and related products with international partners, indicating a strategic focus on global market expansion [9].

Core Viewpoint - Jilin Electric Power Co., Ltd. (吉电股份) has signed strategic cooperation agreements with EDF (China) and China National Petroleum International Company to enhance collaboration in the green hydrogen energy sector, aiming to leverage each other's strengths for mutual benefits in technology and market expansion [1][2]. Group 1: Cooperation with EDF (China) - Jilin Electric Power Co. is positioned as a key player in China's green hydrogen energy development, responsible for the entire industry chain including R&D, investment, and marketing [1]. - The partnership with EDF (China) is expected to deepen collaboration in technology and global market synergy, establishing a solid foundation for future cooperation [1]. Group 2: Cooperation with China National Petroleum International Company - The company aims to implement a balanced growth strategy in collaboration with China National Petroleum International, focusing on green hydrogen products, carbon reduction, and international market expansion [2]. - The partnership will leverage China National Petroleum's global marketing network to promote green ammonia, green methanol, and green aviation fuel, accelerating the global application of green hydrogen products [2]. - Both companies will integrate their production, sales, and logistics resources to enhance cooperation in green electricity trading and carbon business projects [2].

Core Viewpoint - Huaneng Dalian Power Plant is undergoing a significant transformation driven by the "dual carbon" strategy, actively investing in renewable energy while optimizing traditional energy sources [1] Group 1: Traditional Power Plant Transformation - The plant has achieved ultra-low emissions through comprehensive energy-saving and environmental protection renovations, reducing coal consumption per unit of electricity generated by 12 grams per kilowatt-hour compared to ten years ago [2] - The plant has reduced carbon dioxide emissions by over 400,000 tons annually, with environmental indicators far exceeding national limits, maintaining leading efficiency among similar power plants nationwide [2] - The plant has implemented advanced clean combustion technologies and key equipment upgrades, significantly lowering coal consumption and carbon emission intensity, setting a new industry benchmark [2][3] Group 2: Resource Recycling and Efficiency - The plant has effectively utilized waste heat for urban heating, alleviating regional heating pressure, with the first unit's heating area reaching 10 million square meters and coal consumption dropping to 149 grams per kilowatt-hour [3] - Over the "14th Five-Year Plan" period, the plant achieved a carbon emission surplus of 1.5 million tons and completed carbon trading of 1.14 million tons, currently holding a surplus of approximately 380,000 tons [3] Group 3: Renewable Energy Development - The plant has established a 300 MW onshore wind power project, generating 700 million kilowatt-hours of clean electricity annually, and is advancing offshore wind and solar projects [4] - The company plans to develop green hydrogen and its derivatives, such as green ammonia and green methanol, in collaboration with renowned research institutions to explore new energy transition directions [4] Group 4: Talent Development - The company emphasizes talent as a key driver for green transformation, integrating education, research, and industry to create a closed-loop ecosystem for talent cultivation and technology development [5][6] - In the past five years, the company has recruited nearly 100 recent graduates, primarily in energy and automation fields, providing them with extensive practical training to develop them into versatile professionals [6] - The transformation from a coal-based power plant to a comprehensive energy enterprise reflects the company's commitment to green initiatives and talent-driven growth in the "dual carbon" era [6]

"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 势银研究： 势银产业研究服务 势银数据： 势银数据产品服务 势银咨询： 势银咨询顾问服务 添加文末微信，加 绿色燃料 群 中国广核集团（简称：中广核）是中国领先的清洁能源央企，业务覆盖核电、风电、光伏、氢能、氢 基能源、储能等领域，装机容量位居全球前列。近年来，中广核积极响应"双碳"战略，加速布局氢 能、绿氨、绿甲醇产业，依托风光核一体化优势，在内蒙古、吉林、广东等地推进多个大型氢氨醇示 范项目，重点突破绿氢规模化制备（电解水技术耦合核电/可再生能源）、绿氨/甲醇合成及储运应 用。 中广核一直积极探索工业脱碳与氢能经济新模式， 已规划22个氢/氨/醇项目（含合资公司项目） ，主 要分布在内蒙古、江西、宁夏等地区。进入2025年后，累计 已有10个项目动态更新 。以下是势银 （TrendBank）整理的2025年中广核氢/氨/醇项目新进展（ 项目汇总见文末表格 ，如有遗漏，欢迎留 言补充）—— 01 高温气冷堆耦合光伏电解制氢项目 4月8日， 中核能源科技有限公司高温气冷堆耦合光伏电解制氢项目 中光伏电解水制氢研究采购公告发 布 ...