编者按： 202 5年，中国能源版图持续刷新纪录，在一系列"首个"与"之最"的突破中强势定义行业新高度，全方位展现出从传统能源到新能源、 从尖端装备到系统集成的硬核实力，勾勒出中国在能源安全、绿色转型等方面的创新之举与破局之势。 ▲ 图为2月20日 ，中国石油宣布，我国首口超万米科探井——深地塔科1井在地下10910米胜利完钻，成为亚洲第一、世界第二垂直深度井。 这是我国在"深地"领域取得的重大突破。 ▲ 图为5月8日，我国首个"风光火储一体化"大型综合能源基地外送工程——陇东至山东±800千伏特高压直流工程（"陇电入鲁"工程）正式竣 工投产，每年可从甘肃向山东输送风电、光伏、火电及储能电量360亿度。 ▲ 图为7月2日，全球单机容量最大（500兆瓦）的高水头冲击式水轮机核心部件转轮正式启运。该转轮的研制成功，标志着我国在高端水电装 备领域实现从跟跑到领跑的历史性跨越，成为全球首个掌握500兆瓦级冲击式水轮机全链条技术的国家。 ▲ 图为7月，全球最大152万吨绿色氢氨项目首期32万吨工程在远景赤峰零碳氢能产业园建成投产，标志着我国绿色氢氨产业正从示范探索向 规模化商业运营阶段迈进。 ▲ 图为7月12日，位于内 ...

Core Insights - The article discusses the launch of the world's largest AI-driven power system by Yuanjing at the 2025 Chifeng Zero Carbon Industry Conference, aimed at facilitating the green transformation of industries through integrated solutions for energy sources, networks, loads, storage, and direct green electricity connections [2] Group 1: Green Electricity Direct Connection - The green electricity direct connection is identified as a crucial pathway for the zero-carbon transformation in the chemical industry, enhancing the proportion of green energy and reducing energy costs while providing a "green passport" for export-oriented enterprises [5] - Yuanjing's AI power system offers more economical, stable, and greener electricity for various sectors, including chemicals, steel, and new materials, transforming renewable energy into a driving force for industrial development [4] Group 2: Project Implementation and Achievements - The integrated source-network-load-storage project developed in collaboration with Xiangfu Technology under the Xiyang Group has become a benchmark for green electricity direct connection, supplying 580,000 kW of green electricity for a production capacity of 200,000 tons of negative electrode materials, with over 60% of electricity sourced from green energy [4] - The Yuanjing Chifeng green hydrogen and ammonia project is noted as the world's largest, achieving 100% green electricity direct connection and utilizing a 2GW-level independent AI power system for dynamic coupling of the entire "wind-solar-storage-hydrogen-ammonia" chain [8][10] Group 3: Technological Innovations - The AI power system integrates the "Yuanjing Tianji" meteorological model and the "Yuanjing Tianshu" energy model, covering planning, forecasting, scheduling, and operation stages, with capabilities for global perception, real-time scheduling, and self-learning [10] - The system has demonstrated a 10% improvement in power prediction accuracy and a 20% reduction in electricity costs through high-precision power forecasting and intelligent scheduling, effectively addressing the challenges of renewable energy volatility [12]

Core Viewpoint - The article discusses the successful implementation of the world's largest AI-powered independent power system at the Yuanjing Chifeng Green Hydrogen and Ammonia Project, demonstrating the feasibility of a 100% green electricity direct connection for industrial applications [2][4]. Group 1: Project Overview - The Yuanjing Chifeng Green Hydrogen and Ammonia Project is recognized as the largest green hydrogen and ammonia project globally, achieving 100% green electricity direct connection and operating stably for over 22 months [4][6]. - The project utilizes a 2GW-level independent AI power system, marking the first large-scale implementation of a "wind-solar-storage-hydrogen-ammonia" dynamic coupling in industrial settings [4][6]. Group 2: Technological Innovations - The AI power system integrates the "Yuanjing Tianji" meteorological model and the "Yuanjing Tianshu" energy model, enhancing planning, forecasting, scheduling, and operation capabilities with real-time adjustments and self-learning abilities [6][8]. - The system has improved power prediction accuracy by approximately 10% and reduced electricity costs by about 20% through high-precision power forecasting and intelligent scheduling [8]. Group 3: Industry Impact and Replication - The success of the Yuanjing Chifeng project has paved the way for replicating the "Yuanjing solution" in high-energy-consuming industries, with over 150 companies from sectors like steel, chemicals, and non-ferrous metals participating in discussions on green energy solutions [9][11]. - The collaboration with Xiangfu Technology in Inner Mongolia has established a benchmark for green electricity direct connection projects, achieving over 60% green electricity usage and creating a closed-loop green industrial chain [11][12]. Group 4: Environmental Benefits - The project in Baotou, Inner Mongolia, utilizes over 70% renewable energy, significantly reducing energy costs and carbon emissions, saving approximately 15.27 million tons of standard coal and reducing CO2 emissions by about 44.3 million tons annually [12]. - The advancements in green electricity direct connection are positioned as essential for achieving zero-carbon transitions in various industries, aligning with global carbon tariff mechanisms and energy transition initiatives [12].

Core Viewpoint - The hydrogen and ammonia industry is facing significant challenges and opportunities in 2025, with a notable number of hydrogen ammonia projects being canceled or terminated, reflecting real difficulties in cost, technology maturity, market absorption, and policy support [3][4][5][6]. Group 1: Project Cancellations and Challenges - Multiple local governments have set strict deadlines for integrated wind-solar hydrogen projects, leading to the termination of several projects that failed to meet these requirements [4][5]. - The cancellation of the world's largest green methanol project in Inner Mongolia, with an investment of 18.53 billion, highlights the impact of these policies [4]. - Economic challenges remain a core constraint, as the high costs associated with renewable energy and hydrogen production make financial models fragile, leading to project withdrawals [6]. Group 2: Industry Adjustment and Benchmark Projects - The recent wave of project cancellations is viewed as a necessary adjustment for the industry, moving from enthusiasm to rationality, and paving the way for long-term healthy development [7][8]. - In July, three major green hydrogen and ammonia projects were successfully launched, demonstrating resilience and hope for the industry [7][8]. - These projects will validate the feasibility of large-scale renewable hydrogen production and its applications in a real commercial environment [8][9]. Group 3: Cost Reduction and Infrastructure Development - Large-scale procurement of electrolyzers will stimulate manufacturers to expand capacity and reduce costs, benefiting the entire industry [9]. - The construction of these projects will drive the development of renewable energy infrastructure and hydrogen storage and transportation facilities [10]. - The projects will also create diverse application scenarios for green hydrogen, contributing to decarbonization in traditional chemical industries [11]. Group 4: Market Demand and Future Prospects - The successful operation of these projects will significantly boost market demand for green hydrogen and ammonia, particularly in sectors that are hard to electrify [11][12]. - Recent developments in green methanol refueling at major ports indicate a growing market for these products [12]. - The combination of project cancellations and successful launches signals a critical phase for the hydrogen and ammonia industry, with potential for future breakthroughs in technology and business models [13].

Core Viewpoint - Inner Mongolia is transitioning from a coal-dominated economy to a hydrogen energy hub, driven by a new action plan aimed at high-quality development of the hydrogen equipment manufacturing industry [1][2]. Group 1: Hydrogen Energy Development - The total investment for hydrogen energy equipment projects in Inner Mongolia is projected to be 2.802 billion yuan, with green hydrogen production expected to reach 3,659 tons and green ammonia capacity at 320,000 tons per year by the first half of 2025 [1]. - The "Action Plan" outlines the development positioning of four cities: Hohhot as a research and development base, Baotou as a solid-state hydrogen storage and fuel cell heavy truck production base, Ordos focusing on water electrolysis hydrogen production, and Wuhai purifying hydrogen from coking plant by-products [1][2]. Group 2: Geographical and Resource Advantages - Inner Mongolia has significant renewable energy resources, with wind energy potential of 146 million kilowatts and solar energy potential of 940 million kilowatts, accounting for over half and one-fifth of the national totals, respectively [4]. - The region's renewable energy capacity has surpassed 100 million kilowatts, supporting explosive growth in green hydrogen production [5]. Group 3: Economic Viability and Cost Structure - The cost of green hydrogen production in Inner Mongolia is approximately 21 yuan/kg, among the lowest in the country, but still requires policy support to compete with gray hydrogen [5]. - The region can leverage its abundant coal resources to produce lower-cost gray hydrogen, which can be upgraded to blue hydrogen through carbon capture technologies [5]. Group 4: Industrial Applications and Transportation - Hydrogen energy offers a solution for high-emission industries in Inner Mongolia, such as coal chemical and steel metallurgy, by replacing traditional hydrogen production methods with green hydrogen [6]. - The region is focusing on hydrogen fuel cell heavy trucks for long-distance transportation, with operational costs competitive with diesel trucks, supported by government incentives [7]. Group 5: Comprehensive Industry Layout - Inner Mongolia is constructing a complete hydrogen energy industry chain covering production, storage, transportation, application, and equipment manufacturing [8]. - The planned industrial structure includes a core hydrogen energy demonstration zone in the four cities and six specialized bases for various hydrogen-related functions [9][12]. Group 6: Infrastructure and Technological Development - The "West Hydrogen East Send" pipeline project has been approved, marking a significant step in establishing a long-distance hydrogen transportation network [13]. - Local enterprises are developing hydrogen fuel cell technology and manufacturing capabilities, with notable projects like the production line for high-power hydrogen fuel cell stacks [14].

Core Viewpoint - The National Energy Administration is promoting the development of new technologies, models, and industries in the green liquid fuel sector to ensure energy security and facilitate green transformation [1] Group 1: Project Support - The National Energy Administration plans to support nine projects, including a 30,000 tons/year cellulose fuel ethanol project by Guotou Bio [1] - The projects aim to advance green liquid fuel technology and industrialization [1] Group 2: Project Details - The first batch of pilot projects includes: 1. Guotou Bio's 30,000 tons/year cellulose fuel ethanol project [1] 2. Integrated wind power and biomass green methanol project in Tiaonan City by Shanghai Electric Green Source Technology [1] 3. Jin Feng Technology's green methanol project with a capacity of 500,000 tons (Phase 1: 250,000 tons/year) [1] 4. Integrated wind-solar-storage hydrogen ammonia methanol project in Anda City [1] 5. Liaoning Huadian's 450,000 kW wind power hydrogen coupling green methanol project [1] 6. Jiangsu Lanze's 300,000 tons/year green methanol project [1] 7. 1.52 million tons/year zero-carbon hydrogen ammonia project by Envision Zero Carbon Technology [1] 8. Green hydrogen ammonia methanol integrated project by China Energy Construction Group [1] 9. Green hydrogen synthesis ammonia integrated project by State Power Investment Corporation [1]

- The report does not contain any quantitative models or factors related to the construction, testing, or evaluation of quantitative models or factors [1][2][3]

Core Viewpoint - The successful completion of the world's first green ship fuel ammonia refueling operation in Dalian marks a significant step towards the era of "new oil," which refers to renewable energy sources like green hydrogen, green ammonia, and biofuels that can replace fossil fuels [1][2]. Group 1: New Energy Development - The green ammonia used in the operation comes from the world's largest green hydrogen project developed by Envision Energy in Inner Mongolia, demonstrating the feasibility of an end-to-end green ammonia supply chain [1]. - The term "new oil" encompasses renewable energy sources produced from renewable electricity, including green hydrogen, green ammonia, green methanol, and biofuels, which are seen as key options for ensuring energy security and sustainable development [2]. Group 2: Competitive Advantages - "New oil" has a relatively high energy density, making it suitable for industries like aviation and shipping, and is produced using renewable energy, aligning with global low-carbon development goals [2]. - The availability of raw materials for producing "new oil" is abundant, with hydrogen generated through water electrolysis and ammonia synthesized from nitrogen and hydrogen [2]. Group 3: Global Energy Landscape - The rise of "new oil" is expected to reshape the global energy landscape, allowing countries to reduce dependence on specific fossil fuel regions and utilize local renewable resources for production [2][3]. - China is positioned as a leader in the "new oil" sector, with significant investments in green hydrogen and ammonia projects, and is developing smart power systems to stabilize production from variable renewable energy sources [3]. Group 4: Challenges Ahead - Despite the momentum, challenges remain, including the high cost of green hydrogen, the need for improved infrastructure, and the lack of unified international standards, which complicate trade and application [3]. - Continuous innovation and strategic investment are necessary to enhance the supply and application capabilities of "new oil" and to foster international cooperation [4].

Group 1: Green Hydrogen and Ammonia Project - The first batch of green ammonia from the 1.52 million tons green ammonia project in Chifeng has been successfully launched, marking the official production of the first phase of 320,000 tons [2] - The project integrates wind and solar power generation, water electrolysis for hydrogen production, and green ammonia synthesis, addressing renewable energy consumption challenges [2] - The project aims to achieve 100% green electricity connection and dynamic coupling of wind-solar storage with hydrogen and ammonia production [2] Group 2: Inner Mongolia's Industrial Development - Inner Mongolia is leveraging national industrial transfer opportunities to develop new production capabilities, focusing on building a modern chemical industry system [3] - In the first half of the year, fixed asset investment in Inner Mongolia increased by 14.8%, with the secondary industry investment growing by 15.3% [3] Group 3: Coal-based Chemical Projects - The Baofeng Energy coal-to-olefins project in Ordos has a total investment of 67.3 billion yuan, with an annual production capacity of 3 million tons of olefins, accounting for 23.4% of the national total [6] - The project has set multiple industry records in capacity scale, construction period, equipment replacement, and energy consumption costs, showcasing advanced technology levels [6] Group 4: Modern Coal Chemical Industry in Ordos - Ordos has established multiple circular industrial chains, including coal-to-oil, coal-to-gas, and coal-based new materials, promoting the coupling of modern coal chemical with green hydrogen and carbon capture technologies [7] - The city is advancing 23 modern coal chemical projects, expected to add 10 million tons of new capacity [7] Group 5: New Energy and Chemical Integration - The Shanghai Port has achieved its first batch of green methanol refueling, which can reduce greenhouse gas emissions by 70% [10] - Inner Mongolia is actively promoting the coupling of coal chemical with renewable energy, with significant investments in new energy projects [10] Group 6: Policy and Environmental Optimization - Inner Mongolia has implemented a series of policies to optimize the business environment, enhancing support for key industrial projects [14] - The region is focusing on developing modern coal chemical and fine chemical industries, aiming for a green, fine, and circular modern coal chemical industry chain [14]

Core Viewpoint - The launch of the world's largest green hydrogen ammonia project by Envision Group marks a significant step towards the commercialization and scaling of the green hydrogen ammonia industry, contributing to local economic growth and energy transition strategies [1][2]. Group 1: Project Overview - Envision's green hydrogen ammonia project in Chifeng, Inner Mongolia, has a production capacity of 152,000 tons, with the first phase producing 32,000 tons [1]. - The project utilizes a zero-carbon industrial park model and full-stack green hydrogen technology to convert renewable energy into stable and transportable green ammonia [1][2]. - The project has been recognized at the 28th UN Climate Change Conference (COP28) and was awarded the Energy Transition Innovator Award, highlighting its role in global clean energy transformation [2]. Group 2: Technological Innovations - The project features an AI-driven, dynamic coupling of wind and solar energy with hydrogen ammonia production, ensuring 100% green electricity connection [2]. - Envision has developed the world's largest independent new power system to provide reliable green electricity for production [2]. - The EnOS intelligent IoT operating system optimizes the operation of each segment, maximizing the utilization of green electricity [2]. Group 3: Industry Impact - The green hydrogen ammonia project is expected to significantly contribute to decarbonization in industries such as chemicals, shipping, and steel [3]. - Envision aims to transform the Gobi Desert's abundant wind and solar resources into green fuels, positioning Chifeng as a new energy hub [3]. - The project exemplifies China's innovative technologies in renewable energy, promoting global prosperity and a zero-carbon future [3].