"中国汽车产业在经历了'天时、地利、人和'共同推动的国际化红利期后，当前正面临多重结构性变 化。"罗兰贝格日前在"预见2026"行业趋势中直言，行业正面临"低垂果实"已基本摘尽、地缘冲突加剧 不确定性等挑战。 尽管如此，在当下的出海潮大背景下，雄心勃勃的中国车企，正集体向着全球第一梯队发起冲击，典型 代表莫不过于吉利控股。1月22日，吉利控股发布"一个吉利，全面领先"2030战略目标之时，同时公布 了2030关键指标：实现全球总销量突破650万辆，营收超1万亿元，跻身全球车企销量前五。 行业迈入"存量博弈"阶段、海外竞争日益激烈，吉利控股锚定全球前五的底气何在？源于其已掌握出三 大关键优势：出海模式创新、硬核技术布局与ESG体系构建，打出三张"王牌"的吉利，实现了从产品输 出向"产品、服务和生态"全价值链输出转型，正在加速打造出一个中国企业全球化的新样本。 精耕全球 建立"品牌根据地" 中国汽车工业协会数据显示，2025年，我国汽车出口超700万辆，达到709.8万辆，同比增长21.1%；其 中，新能源汽车出口261.5万辆，同比增长1倍。 但在全球贸易保护主义抬头、国际产业链供应链重塑的情形下，进一步谋求全 ...

雷递网 乐天 1月23日 吉利控股集团战略解析会昨日在北京举行。吉利控股发布"一个吉利，全面领先"2030战略目标：通过强化顶层统筹与全球协同，实现全球"一盘棋"的战略格 局；打造"六位一体"的核心能力体系，推动关键指标达到全球车企领先水平，成为中国企业全球化高质量发展的引领者。 "一个吉利"旨在强化集团顶层运筹与全球治理，构建战略协同与资源整合平台，形成技术共创、市场共拓、供应链共享的全球"一盘棋"战略格局；"全面领 先"则是打造聚焦品牌、技术、整车、生态、人才和可持续发展为核心的"六位一体"战略能力体系，锻造软硬并重的核心竞争力，通过国内与海外市场的协 同发展，形成体系性与差异化竞争优势，确保关键竞争力指标达到全球车企领先水平，成为中国企业全球化高质量发展的引领者。 吉利控股称，将以"强化吉利母品牌"为核心，构建定位清晰、个性鲜明、势能互补的全球品牌矩阵，全面提升品牌竞争力和影响力；将充分发挥吉利中国 星、吉利银河、领克、极氪的品牌优势，全面释放沃尔沃、极星、莲花跑车等国际品牌在欧美市场的"主场优势"与属地化运营能力，携手雷诺等国际伙伴， 打造开放协同、互利共赢的品牌合作新范式。 吉利控股CEO安聪慧昨日 ...

Core Viewpoint - The 2026 Harbin International Ice and Snow Economic Expo highlights the integration of methanol hydrogen technology with the ice and snow economy, showcasing the potential for green development in Heilongjiang province [1][3]. Group 1: Company Overview - Geely Holding Group has been a strategic partner in Heilongjiang for 16 years, with a history of collaboration dating back to the establishment of the Volvo project in Daqing in 2010 [3]. - The signing of a strategic cooperation framework agreement in 2023 marks a new chapter in the partnership, emphasizing mutual growth [3]. - Geely has established a dual development layout in Heilongjiang, particularly in the green methanol economy, leveraging the province's industrial advantages and manufacturing foundation [3]. Group 2: Technological Innovations - Geely's methanol hydrogen technology addresses the challenges faced by pure electric vehicles in cold northern climates, with a methanol fuel freezing point of -97.6°C, ensuring stable operation in extreme conditions [4]. - Over 3,000 methanol hydrogen electric vehicles have been deployed in Heilongjiang, with 350 participating in the Harbin Winter Asian Games [4]. - The first green methanol racing car has successfully completed winter testing on the Songhua River, demonstrating the reliability and superiority of methanol hydrogen power in icy environments [4]. Group 3: Industry Development - The methanol hydrogen electric technology is expanding beyond road transport to include shipping, mining machinery, and engineering equipment, indicating a broadening of its application [6]. - The first methanol hydrogen electric dual-use ship, "Yuanchun 001," successfully launched in 2025, marking a significant breakthrough in the shipping sector [6]. - More than 900 methanol refueling stations have been established nationwide, with projections to reach 4,000 by the end of 2027, facilitating convenient access to methanol fuel [6]. Group 4: Policy and Future Outlook - Over 70 supportive policies have been introduced by national ministries and local governments to promote the methanol industry, with direct investments supporting green methanol production projects [6]. - The methanol hydrogen industry is poised to become a trillion-level emerging industry, driven by favorable policies and infrastructure development [6]. - Geely is committed to enhancing strategic cooperation with Heilongjiang, aiming to drive the integration of green energy and the ice and snow industry for high-quality economic development [7].

Core Viewpoint - The 2025 Liquid Sunshine Industry Development Forum highlighted the rapid development and scaling of the green methanol industry in China, emphasizing the transition from technology exploration to large-scale application [2][6]. Group 1: Forum Overview - The forum, hosted by DT New Energy, took place in Dalian from September 24-26, featuring over 50 experts and corporate leaders, with more than 200 representatives from various sectors [2]. - Key topics included macro trends in the green methanol industry, key technologies for large-scale production, biomass gasification, and the ecological construction and application of the green methanol industry [2]. Group 2: Key Presentations - Wang Jijie discussed the need for standards in renewable methanol that align with China's carbon neutrality goals, emphasizing the importance of a carbon trading system [12]. - Su Maohui presented the development of methanol-hydrogen electric vehicles, highlighting over 50,000 vehicles in operation and a total mileage exceeding 23 billion kilometers [15]. - Liu Ming shared Singapore's ambition to become a methanol supply hub, aiming for a million-ton scale by 2030 [18]. - Chang Fei outlined the current challenges in the commercialization of green methanol, including technological bottlenecks and infrastructure needs [21]. - Maersk's decarbonization goals were presented, focusing on the use of green methanol and innovative measures to achieve net-zero emissions [23]. Group 3: Technical Innovations - Lu Shijian discussed advancements in CO2 capture and resource utilization, showcasing applications in major energy companies [27]. - Liu Dianhua introduced a demonstration project for CO2 capture from coal-fired power plants, achieving a CO2 purity of 99.98% [30]. - Zhou Yunyun detailed Geely's comprehensive approach to green methanol production, including CO2 hydrogenation and biomass gasification technologies [32]. - Zhang Chenxi highlighted the importance of sustainable aviation fuel (SAF) in reducing carbon emissions in the aviation industry, with a pilot project already in place [34]. Group 4: Policy and Market Dynamics - He Yankang analyzed global shipping emission reduction policies and their impact on the green methanol market, emphasizing the shift from future vision to compliance necessity [58]. - The necessity and feasibility of methanol pipeline transportation were discussed, projecting a significant role for methanol in the future energy landscape [59]. - The report by Nie Chaofei focused on key technologies for low-cost transportation of green methanol [61]. Group 5: Industry Applications and Future Directions - The forum included a visit to the Dalian Port green methanol refueling center, providing insights into the practical applications of green methanol in the shipping sector [70]. - Various presentations covered the latest advancements in biomass gasification technology and the potential for renewable energy solutions [46][41].

Group 1 - The 2025 World Energy Storage Conference initiated the compilation of technical specifications for converting gas stations to methanol refueling stations, aiming to establish technical pathways and unified safety standards to facilitate the adoption of methanol fuel [2] - China faces significant energy security challenges due to high dependence on foreign oil (over 72%) and natural gas (over 40%), making the development of new energy sources imperative [2] - Methanol is identified as an ideal liquid hydrogen carrier, with 1 cubic meter of methanol containing 148.3 kg of hydrogen, making it a sustainable and efficient energy form [2] Group 2 - Geely has been deeply involved in the methanol sector for 20 years, focusing on a "1.2.3.3" ecological strategy that promotes methanol-hydrogen electric products, with over 50,000 methanol-hydrogen electric vehicles currently in operation [3] - The launch of the world's first methanol-hydrogen electric dual-use ship, "Yuanchun 001," marks a significant step in energy transformation for inland shipping [3] - The value of the green ecological industry chain in China is estimated to reach trillions [3] Group 3 - Over 60 favorable policies have been introduced by the government and various provinces to promote the methanol-hydrogen route, with the inclusion of "methanol refueling stations" in the green transportation infrastructure construction [5] - As of now, more than 900 methanol refueling stations have been established nationwide, with plans to build over 4,000 by the end of 2027 [5] - The transition of over 120,000 gas stations is necessary as fuel consumption peaks and declines, with methanol stations requiring only 50,000 to 100,000 yuan for conversion, making it a cost-effective solution [5] Group 4 - The implementation of the new specifications is expected to accelerate the promotion and application of methanol-hydrogen electric vehicles and methanol fuel, driving energy transformation in China's transportation sector [6]

Core Viewpoint - The article highlights the significant advancements and investment in methanol-hydrogen technology, emphasizing its potential to revolutionize energy systems in China through sustainable and efficient liquid energy solutions [1][3][4]. Group 1: Financing and Development - On July 20, Chuan Hydrogen Technology announced the completion of its third round of financing, raising over $200 million, primarily for product technology research and the construction of a methanol-hydrogen ecosystem [1]. - The company aims to promote the high-quality development of liquid sunlight methanol-hydrogen electric technology in commercial sectors, contributing to national energy transformation [1]. Group 2: Energy Transition and Technology - Liquid energy is recognized globally as the most convenient form for storage and transportation, and it is essential for building a stable energy system that balances traditional and new energy sources [3]. - Chuan Hydrogen Technology is seizing the opportunity of China's green low-carbon energy transition by focusing on the methanol-hydrogen electric industry chain, positioning methanol as a direct replacement for traditional fuels [3][4]. Group 3: Market Applications and Achievements - The methanol-hydrogen electric technology has achieved widespread commercial application, with over 50,000 methanol-hydrogen electric vehicles operated by Geely, which is twice the number of hydrogen fuel cell vehicles, accumulating over 23 billion kilometers [4]. - The company is developing a trillion-level value methanol liquid energy ecosystem in China, leveraging the country's vast market and diverse application scenarios to drive the evolution of new energy technologies [4].