10月8日，瑞典皇家科学院宣布，将2025年诺贝尔化学奖授予日本科学家北川进、澳大利亚科学家理查 德.罗布森和美国科学家奥马尔.亚吉，以表彰他们"在金属有机框架材料的开发"方面作出的贡献。 从沙漠空气中收集饮用水、从水中提取污染物、高效捕获二氧化碳、安全储存氢气……这项被誉为"分 子级乐高"的金属有机框架材料(Metal organic Frameworks，简称MOFs)，正以其可定制的无限可能，以 前所未有的方式破解着水危机、能源困局和污染难题，将人类带入一个"设计材料"的新时代。 为CO量身定制"分子牢笼" 在应对气候变化的战场上，MOFs在碳捕集领域的突破为实现碳中和提供了关键技术路径。 2021年12月16日，一篇《一种可扩展的金属-有机框架作为二氧化碳捕捉的持久物理吸附剂》(A scalable metal-organic framework as a durable physisorbent for carbon dioxide capture)论文发表在Science上，中国科 研人员林健斌参与其中并作为该论文的第一作者。 上述论文详述了名为CALF-20的MOF材料是一种兼具高容量、高选择性 ...

Investment Rating - The report maintains an investment rating of "Leading the Market" for the Direct Air Capture (DAC) industry, indicating an expected growth rate exceeding 10% compared to the benchmark index [3][9]. Core Insights - The DAC technology offers significant advantages in carbon removal by capturing CO₂ directly from the atmosphere, with the captured CO₂ being permanently transformed, stored, or utilized. Compared to traditional carbon capture methods, DAC is more flexible and easier to deploy due to its smaller scale and modular construction [2][3]. - The DAC market is projected to exceed USD 1.7 billion by 2030, with a compound annual growth rate (CAGR) of 60.9% from USD 62 million in 2023 [3][4]. - The average global DAC carbon removal cost has decreased by 54% from 2023, reaching USD 316 per ton in 2024, which is lower than previously estimated costs [4][5]. Summary by Sections Market Performance - The DAC industry is supported by significant government backing in Europe and the U.S., with the U.S. Department of Energy announcing up to USD 1.8 billion in funding for DAC facilities in 2024 [3][4]. - Major companies like Microsoft and TikTok have signed contracts for carbon removal, indicating strong demand for DAC services [3]. Technology and Cost - Solid adsorption materials are identified as the core component of DAC technology, with a market size projected to reach approximately USD 500 million by 2030 [5]. - The report highlights that 65% of DAC companies are using or developing solid adsorbents, which are more energy-efficient compared to liquid methods [5]. Investment Recommendations - The report suggests focusing on leading domestic companies in the solid adsorption materials sector, particularly Blue Sky Technology, which has established strategic partnerships and is scaling up production [5].