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].

作为辽宁省大连市最大的传统火电厂，始建于1985年的华能大连电厂，当下正在"双碳"战略的驱动下经 历一场深刻变革：一手积极布局新能源，一手加速优化升级传统能源。通过持续的技术创新与管理优 化，这座传统火电厂不仅全面实现超低排放，更成功构建起多能互补的现代能源体系，成为东北老工业 基地绿色转型中的先行者。 数据显示，"十四五"期间，通过管理和技术双重发力，电厂累计实现碳排放盈余150万吨，完成碳交易 114万吨，目前仍持有碳盈余约38万吨。这座有着40年历史的老电厂，正用持续的技术变革证明：传统 能源不是转型的"包袱"，而是绿色革命的"先锋"。 布局新能源——海陆并进的风电蓝图 沿着大连金普新区滨海路驱车而行，连片的风电设备如银色巨帆矗立，与碧海蓝天相映成趣。2021年建 成的厂内风电项目，不仅是大连市内五区唯一的陆上风电集群，更成为企业布局新能源领域的"先手 棋"。 在大连普兰店区，由华能大连电厂投资建设的300兆瓦陆上风电项目如期并网发电。数十台单机容量5兆 瓦的风电机组在此拔地而起，年输送清洁电力高达7亿千瓦时。 技术破局——传统火电的绿色革命 走进厂区，四台火电机组正高效运转。颠覆传统印象的是，高耸的烟 ...

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