鞍集新能源科技有限公司项目经理 蔡欣博：一种尾气变成三种原料，转化出来的LNG是"最干净的化石 能源"，液氨是基石型的化工原料，氢气是现阶段最具发展潜力的清洁能源，形成100%的转化。 （央视财经《正点财经》）记者今天从中集集团了解到，我国首个焦炉煤气100%转化项目在辽宁凌源 落地。钢铁厂直接出产清洁能源，为钢铁行业绿色低碳发展开辟新的路径。 焦炉煤气，是钢铁生产带来的工业尾气之一，综合利用率一度不高。在这个新建能源工厂里，技术人员 通过新一代分离与合成技术，将焦炉煤气转化为LNG也就是液化天然气，液氨，还有氢气。 总台央视记者 刘柏煊：每时每刻生产出来的天然气和氨，都是以液体的形式，存储到这些三四十米 高、巨大无比的球形和圆柱形罐体里。一罐液化天然气，就足够为20万个家庭提供一个月左右的供暖； 而这些液氨，则可以进一步被加工成农业用的化肥，冷链用的冷冻剂，甚至火箭用的推进剂。 据了解，我国是全球最大的焦炭生产地，年焦炉煤气产量约2100亿立方米，如果将其中的30%进行综合 利用，每年就可为钢铁行业减少二氧化碳排放约4500万吨，同时新增千亿元以上的工业产值，促进传统 钢铁行业创新发展。 转载请注明央视财经 ...

Core Viewpoint - The first 100% conversion project of coke oven gas in China has been established in Lingyuan, Liaoning, transforming industrial waste into clean energy and paving the way for green and low-carbon development in the steel industry [1][3]. Group 1: Project Overview - The project utilizes advanced separation and synthesis technology to convert coke oven gas into LNG (liquefied natural gas), liquid ammonia, and hydrogen [1][3]. - The conversion process achieves a 100% utilization rate of coke oven gas, which is a significant advancement in the steel production sector [3]. Group 2: Environmental Impact - If 30% of the annual coke oven gas production, approximately 210 billion cubic meters, is utilized, it could reduce carbon dioxide emissions by about 45 million tons annually and generate over 100 billion yuan in industrial output [9]. Group 3: Hydrogen Production and Applications - The cost of hydrogen production from coke oven gas is 30% to 50% lower than traditional methods, leading to rapid market growth for hydrogen applications [10]. - Hydrogen produced from coke oven gas has a purity level that has improved from 99.999% to 99.9999%, making it suitable for high-end manufacturing sectors such as electronics, aerospace, and advanced chemicals [14][16]. Group 4: Broader Applications - The produced LNG can provide heating for approximately 200,000 households for about a month, while liquid ammonia can be processed into fertilizers, refrigerants, and even rocket propellants [7]. - Hydrogen energy is being increasingly applied in emerging fields, such as hydrogen-powered heavy trucks, which can transport significant loads over long distances [12].

记者今天从中集集团（24日）了解到，我国首个焦炉煤气100%转化项目在辽宁凌源落地。钢铁厂直接出产清洁能源，为钢铁行业绿色低碳发展开辟新的路 径。 焦炉煤气，是钢铁生产带来的工业尾气之一，综合利用率一度不高。在一家新建能源工厂里，技术人员通过新一代分离与合成技术，将焦炉煤气转化为 LNG（也就是液化天然气）、液氨，还有氢气。 "十五五"规划建议里提出，前瞻布局未来产业，其中就包括氢能。从最新行业趋势来看，从焦炉煤气这一工业尾气中制取氢气，技术成熟并且有成本优势， 为不少新兴和前沿领域提供了氢能来源。 焦炉煤气制氢的成本，一般来说只有传统煤制氢和天然气制氢成本的30%～50%。这一成本优势，让焦炉煤气制氢的应用市场快速增长。 一罐液化天然气，就可以为20万个家庭提供一个月左右的供暖；生产出的液氨，则可以进一步被加工成农业用的化肥，冷链用的冷冻剂，甚至火箭用的推进 剂。 鞍集新能源科技有限公司项目经理蔡欣博：一种尾气变成三种原料，转化出来的LNG是"最干净的化石能源"，液氨是基石型的化工原料，氢气是最有发展潜 力的清洁能源，所以是实现了100%的转化。 每时每刻转化出来的天然气和氨，都是以液体的形式，存储到三四十 ...

中方一句"深化能源合作"的表态，让俄罗斯能源界彻夜难眠。这句看似平常的外交辞令，却意外地给一个价值万亿、几乎被判了死刑的北极项目，注入了一 针强心剂。 为何中国一句话，就能让濒临绝境的俄罗斯能源产业起死回生？这背后，是一场关乎国家命脉的绝地反击，也是普京在别无选择下的一场豪赌。 俄罗斯能源产业正面临前所未有的绞杀。 要理解中国为何是唯一解，就必须看看那个被西方制裁得最惨的北极LNG 2项目。这个项目对俄罗斯而言，是其能源雄心的关键所在，探明天然气储量近 1.4万亿立方米，年产能高达1980万吨LNG，是俄罗斯实现全球LNG市场份额从8%提升至20%的核心支柱。 第一刀，来自曾经的OPEC 盟友沙特。沙特精准地对亚洲客户降价，凭借更低的运输成本和灵活的销售策略，一举夺走了俄罗斯在中国能源市场的头把交 椅。这记背刺，让俄罗斯在最关键的市场上失了先手。 第二刀，来自西方的全面制裁。美国的制裁越来越紧，专门卡在能源出口的每一个环节。银行账户被冻结，运输船只被拉黑，导致许多国家想买俄罗斯能 源，却根本无从下手，交易通道被物理性切断。 更让俄罗斯心寒的是印度的态度。这个曾经被寄予厚望的"铁杆客户"，在美国制裁落地后，几乎 ...

Core Insights - The arrival of the "MARAN GAS CORONIS" marks the first LNG vessel to dock at Yangjiang Port, enhancing the energy transportation hub function in the western Guangdong region [1] - The Yangjiang LNG terminal is a key facility for the LNG peak-shaving storage project, with a design capacity of 2.1 million tons per year in the short term and up to 6 million tons per year in the long term [1] - The LNG delivered will support the winter energy demand in South China, indicating the strategic importance of the terminal for regional energy supply [1] Summary by Sections LNG Terminal Development - The Yangjiang LNG terminal is located in the Yangjiang High-tech Zone and features a dedicated berth for LNG with a capacity of 175,000 cubic meters [1] - The terminal's opening is significant for improving the regional energy layout and serves as an important LNG receiving and refueling base for western Guangdong [1] Maritime Safety and Operations - Yangjiang maritime authorities ensured safe and efficient docking through comprehensive preparations, including channel clearance and traffic control [2] - The maritime department conducted safety inspections and coordinated with the ship and terminal operators to establish docking plans and emergency procedures [2] - Real-time monitoring and coordination were implemented during the docking process to maintain communication among all parties involved [2]

Core Insights - Artificial intelligence (AI) is identified as the greatest investment opportunity of the current era, with a strong emphasis on the urgency to invest in AI technologies now [1][13] - The energy demands of AI technologies are highlighted, with data centers consuming as much energy as small cities, leading to concerns about power grid strain and rising electricity prices [2][3] Investment Opportunity - A specific company is presented as a key player in the AI energy sector, owning critical energy infrastructure assets that are essential for supporting the anticipated surge in energy demand from AI data centers [3][7] - This company is characterized as a "toll booth" operator in the AI energy boom, benefiting from the increasing need for energy as AI technologies expand [4][5] Market Position - The company is noted for its unique position in the market, being debt-free and holding a significant cash reserve, which is nearly one-third of its market capitalization [8] - It also has a substantial equity stake in another AI-related company, providing investors with indirect exposure to multiple growth opportunities in the AI sector [9][10] Future Trends - The article discusses the broader trends of onshoring driven by tariffs, a surge in U.S. LNG exports, and the importance of nuclear energy in the future energy landscape [14][7] - The influx of talent into the AI sector is expected to drive continuous innovation and advancements, reinforcing the potential for growth in AI investments [12] Conclusion - The narrative emphasizes the importance of acting quickly to capitalize on the potential for significant returns in the AI and energy sectors, suggesting that this company represents a unique and undervalued investment opportunity [15][10]

Core Insights - The eighth China International Import Expo (CIIE) saw China National Offshore Oil Corporation (CNOOC) sign contracts exceeding $13 billion, marking a historical high for a single CIIE event [2] Group 1: Contract Details - The signed contracts cover products including crude oil, natural gas, deepwater oil and gas equipment, and advanced technology services, indicating an ongoing optimization and upgrade in procurement structure [2] - Since the first CIIE, CNOOC has signed import contracts and agreements with over 100 global suppliers from more than 30 countries and regions, accumulating a total contract value exceeding $89 billion over 8 years [2] Group 2: Trade Volume - CNOOC has conducted oil trade exceeding 900 million tons and imported over 22 million tons of LNG, which accounts for 43% of China's total LNG imports [2] Group 3: Procurement Initiatives - The current CIIE introduced a dedicated procurement corridor, inviting large state-owned enterprises with strong purchasing power to participate, enhancing direct communication and collaboration opportunities between CNOOC and exhibitors [2]

从进口来源国看，11月3日-11月9日当周，中国LNG进口来源国有8个。其中，自卡塔尔进口5船，进口量约47万 吨，约占当周进口总量的27%。 从到货地看，11月3日-11月9日当周，华南地区共接卸12船LNG，长三角地区接卸8船，环渤海地区接卸5船。其 中，深圳大鹏LNG接收站到港3船，共计约20万吨，数量最多。 E-Gas系统LNG船期预测数据显示，11月10日-11月16日当周，中国将通过沿海LNG接收站进口LNG27船，预计进 口量约189万吨。 表2：11月10日-11月16日中国LNG进口预测 新华财经北京11月10日电（薛尚文）中国天然气信息终端（E-Gas系统）发布的实时LNG进口到船数据显示，11月 3日-11月9日当周，预估中国通过沿海LNG接收站进口LNG共计25船，进口量约173万吨，前值为106万吨。 表1：11月3日-11月9日中国LNG进口分析 | 船名 | 田国国 | 出口项目 | 进 接收站 | 到港时间 | | --- | --- | --- | --- | --- | | SEAPEAK MERIDIAN | 尼日利亚 | Nigeria LNG | 上海洋山LNG接收站 ...

Group 1 - China National Offshore Oil Corporation (CNOOC) signed contracts exceeding $13 billion at the 8th China International Import Expo, marking a historical high for the company in a single event [1] - The signed agreements include crude oil, natural gas, deepwater oil and gas equipment, and advanced technology services, indicating an ongoing optimization and upgrade of procurement structure [1] - CNOOC's Chairman Zhang Chuanjiang emphasized the importance of open cooperation for energy security, green transformation for sustainable development, and technological innovation for new growth momentum [1] Group 2 - Over the past 40 years, CNOOC has implemented an international development strategy, attracting over 280 billion RMB in foreign investment, maintaining a leading position in China's foreign investment attraction [3] - Since the first Import Expo, CNOOC has signed import contracts with over 100 global suppliers from more than 30 countries, accumulating a total signing amount exceeding $89 billion and conducting oil trade exceeding 900 million tons [3] - Looking ahead to the 14th Five-Year Plan, CNOOC aims to deepen practical cooperation with global partners in oil and gas industry chain construction, green low-carbon transformation, and energy technology innovation [3]

Core Insights - China's LNG imports through coastal receiving stations totaled approximately 1.06 million tons from October 27 to November 2, a decrease from the previous week's 1.3 million tons [1] Group 1: LNG Import Data - During the week of October 27 to November 2, China imported LNG from 7 countries, with Australia supplying 8 vessels, accounting for about 52% of the total imports [4] - The highest volume of LNG was received at the Shenzhen Dapeng LNG receiving station, which handled 3 vessels totaling approximately 190,000 tons [4] - For the upcoming week of November 3 to November 9, it is projected that China will import 26 vessels of LNG, with an estimated total volume of 1.87 million tons [4] Group 2: Vessel and Source Information - A detailed list of vessels and their respective export countries and receiving stations is provided, indicating a diverse range of sources including Qatar, Australia, and Russia [3][6] - The data highlights the significant role of Australia as a key supplier, with multiple shipments scheduled for the upcoming week [6] Group 3: E-Gas System Overview - The E-Gas system, developed by the China Economic Information Service in collaboration with the Shanghai Petroleum and Natural Gas Exchange Center, offers comprehensive information services focused on the energy sector, including real-time statistics on LNG international trade [7]