风电氢能双轮驱动 大金重工迎十五五装机跃升与绿醇放量Wind Power and Hydrogen Dual-Drive: Daikin Heavy Industries Welcomes the 15th Five-Year Plan Installation Surge and Green Methanol Expansion
机构研报指出，2025年国内风电新增装机达130.8GW，“十五五”年均目标不低于120GW，其中海风年均超15GW，欧洲海风拍卖量创历史第二高。绿色甲醇作为绿氢载体，2030年全Institutional research reports indicate that in 2025, the domestic newly installed wind power capacity will reach 130.8 GW, with the average annual target for the '15th Five-Year Plan' not less than 120 GW, of which offshore wind will exceed 15 GW annually, and Europe’s offshore wind auction volume will set the second-highest historical record. As a green hydrogen carrier, green methanol by 2030 will...
绿电消纳重心转向需求侧 行业建言完善价格机制The focus of green electricity consumption shifts to the demand side, industry suggests improving the pricing mechanism
第一财经报道，新能源利用率从前两年同期的94%至97%降至今年前三季度的92%、93%，行业认为重心已转向激活需求侧。专家建议完善分时电价、容量补偿、辅助服务机制，对适配新能源的用According to China Business News, the utilization rate of renewable energy has dropped from 94%-97% in the same period over the past two years to 92% and 93% in the first three quarters of this year. The industry believes that the focus has shifted to activating the demand side. Experts recommend improving time-of-use pricing, capacity compensation, and ancillary service mechanisms, to accommodate the use of renewable energy.
铁岭与华电辽能四年三签 加速布局氢基能源产业Tieling and Huadian Liao Energy Sign Three Agreements in Four Years to Accelerate the Layout of the Hydrogen-Based Energy Industry
11月3日，铁岭市政府与华电辽宁能源有限公司签署氢基能源基地项目协议，这是双方四年内第三次签约。此前已落地投资2.55亿元的25兆瓦风电离网储能制氢项目，以及风电规模450兆瓦、投On November 3, the Tieling Municipal Government signed a hydrogen-based energy base project agreement with Huadian Liaoning Energy Co., Ltd., marking the third signing between the two parties in four years. Previously, a 25-megawatt off-grid wind power energy storage hydrogen production project with an investment of 255 million yuan had been implemented, as well as a wind power project with a scale of 450 megawatts, invested
十堰召开氢能产业发展专题会 加快氢能走廊十堰段建设Shiyan Holds Special Meeting on Hydrogen Energy Industry Development to Accelerate the Construction of the Shiyan Section of the Hydrogen Energy Corridor
11月6日，十堰市市长余珂主持召开氢能产业发展专题会，要求按氢能综合应用试点城市建设方案倒排工期，支持本地车企抢占全国氢能市场，推动氢能重卡向专用车、船舶、飞机拓展，并加快氢能走廊On November 6, Yu Ke, the mayor of Shiyan City, presided over a special meeting on the development of the hydrogen energy industry, requiring the construction schedule to be reversed according to the hydrogen energy comprehensive application pilot city plan, supporting local car companies to seize the national hydrogen energy market, promoting the expansion of hydrogen energy heavy trucks to special vehicles, ships, and airplanes, and accelerating the hydrogen energy corridor.
河北将推动海上清洁能源项目建设 探索“海上风电+绿电直连”Hebei will promote the construction of offshore clean energy projects and explore 'offshore wind power directly connected to green electricity'
按照《“绿动渤海”行动方案（2026—2030年）河北篇》，河北将在秦皇岛、唐山、沧州有序推进海上风电与海上光伏，探索“海上风电+绿电直连”，推动海上绿电向钢铁、化工等临港大工业点According to the "'Green Bohai' Action Plan (2026–2030) Hebei Chapter," Hebei will orderly promote offshore wind power and offshore photovoltaics in Qinhuangdao, Tangshan, and Cangzhou, explore 'direct connection of offshore wind power to green electricity,' and promote offshore green electricity toward large coastal industrial points such as steel and chemical industries.
可持续航空燃料出口订单排至2027年 原料成本认证三重约束待解Sustainable aviation fuel export orders are scheduled until 2027, with raw material costs, certification, and triple constraints yet to be resolved
国内SAF出口订单已排到2027年，6家企业通过适航审定、总产能145万吨/年；业内指出原料供给、成本、规则认证三重约束长期存在，废弃油脂路线存在上限，需发展多元技术路线。Domestic SAF export orders are booked until 2027, with six companies having passed airworthiness certification and a total production capacity of 1.45 million tons per year; industry experts point out that the triple constraints of raw material supply, cost, and regulatory certification will exist long-term, and there is an upper limit to the waste oil and fat route, so it is necessary to develop multiple technological routes.
荣程新能携手安捷楚道布局华中氢能运输市场Rongcheng New Energy joins hands with Anjie Chudao to lay out the hydrogen energy transportation market in Central China
荣程新能携手湖北安捷楚道在湖北投运首批10辆氢能重卡，服务武汉周边干线物流、园区转运场景，标志其氢能绿色运输模式从京津冀向长江经济带复制。荣程新能已累计推广氢燃料电池汽车1255辆Rongcheng New Energy, in collaboration with Hubei Anjie Chudao, has put the first batch of 10 hydrogen-powered heavy trucks into operation in Hubei, serving mainline logistics around Wuhan and park transfer scenarios, marking the replication of its hydrogen green transportation model from the Beijing-Tianjin-Hebei region to the Yangtze River Economic Belt. Rongcheng New Energy has cumulatively promoted 1,255 hydrogen fuel cell vehicles.
130余家机构成都对接 四川数赋油气专场发布数字化转型需求清单Over 130 organizations connected in Chengdu; Sichuan Shufu Oil & Gas Special Event Releases Digital Transformation Demand List
11月1日，四川省数字化转型促进“市州行”数赋油气专场活动在成都举行，130余家油气产业链企业及科研院所近300名代表参会，聚焦页岩气智能开采、智慧油气管网等场景对接。On November 1, the Sichuan Province Digital Transformation Promotion 'City and Prefecture Tour' Oil and Gas Special Event was held in Chengdu, with nearly 300 representatives from more than 130 oil and gas industry chain enterprises and research institutes attending, focusing on the connection of scenarios such as intelligent shale gas extraction and smart oil and gas pipelines.
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