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Concept Nuggets | the world's largest green hydrogen project produces hydrogen at the end of the year, and the scale of the green hydrogen replacement industry can reach hundreds of billions.
The market potential is huge.
Basic Chemical Industry Weekly report: TDI overseas encounters force majeure, POE demand is expected to burst
Under the background of carbon neutralization, bio-based materials are expected to usher in a period of explosive demand, which is optimistic about the valuation and repair of bio-based materials enterprises. In many countries around the world, bio-based materials have been used to solve the problems of traditional energy supply and pollution. China plans to peak carbon dioxide emissions by 2030 and achieve carbon neutralization by 2060. in order to achieve the two major goals of carbon peak and carbon neutralization, bio-based materials may become the key, and bio-based materials have been listed in the "Strategic emerging Industry key products and Services guidance Catalog" by the National Development and Reform Commission. Compared with traditional chemical materials, bio-based materials can significantly reduce carbon oxide emissions in the manufacturing process. It is recommended to pay attention to Kaiser biology (bio-based nylon), Hua Heng biology (amino acid), Jindan technology (polylactic acid) and s
Sequoia Shen Nanpeng: new energy and carbon neutralization have become the main investment direction of Sequoia Capital China.
Carbon capture, the next carbon neutralization tuyere?
Carbon capture, waiting for the technological revolution to break.
Guojin Securities: conductive carbon black quickly occupies the supply gap market PVDF still has a good boom in the short and medium term.
Guojin Securities released a research report that new energy vehicles have entered a period of rapid development, power battery shipments are expected to achieve rapid growth, which can play a strong role in driving the key raw materials upstream. Among them, conductive carbon black: domestic enterprises are expected to quickly occupy the supply gap market, long-term import substitution, product competition pattern will still maintain a relatively good level in the short and medium term. PVDF: the demand side continues to grow, lithium-grade products with technical and customer certification requirements, medium-and short-term still have a good boom. Suggested concerns: black Cat shares (002068.SZ), Yongdong shares (00)
Hong Kong stock announcement Nuggets | Lithium battery fire out of the circle when some companies quietly layout the hydrogen race track! The leading fluorine chemical enterprise has entered into an agreement with a hydrogen energy subsidiary. The main pr
[headline announcement Nuggets] Dongyue Group (00189): Dongyue Fluorosilicon Technology and Dongyue hydrogen Energy entered into a Framework Agreement on Raw material supply, Product sales and other transactions. Dongyue Fluorosilicon Technology, a direct wholly-owned subsidiary of the company, entered into an agreement with Dongyue hydrogen Energy on August 2, 2022. Dongyue Fluorosilicon Technology and its subsidiaries (1) supply Dongyue raw materials and supporting services to Dongyue hydrogen Energy. For its production and operation, and (2) to purchase hydrogen energy raw materials and products and supporting services from Dongyue hydrogen Energy for the production and operation of the Group. The agreement is valid until December 31, 2022.
Dongyue Group (00189): Dongyue Fluorosilicon Technology and Dongyue hydrogen Energy enter into "Framework Agreement on Raw material supply, Product sales and other transactions"
Dongyue Group (00189) issued an announcement about the company's proposed transfer of about 7.9% of Shandong Dongyue Future hydrogen Energy Materials, which has been completed in accordance with the terms and conditions of the Equity transfer Agreement. As at the date of this announcement, Zhang Jianhong (Executive Director and Chairman of the Board) is interested in approximately 36.19% of Dongyue Hydro's equity interest through the entity under his control. Therefore, Dongyue hydrogen Energy is a connected person of the company when the transfer is completed. In addition, Dongyue Fluorosilicon Technology (a direct wholly-owned subsidiary of the company, both for itself and on behalf of its subsidiaries) has been established in 202
Hydrogen energy, snatching the trillions market of double carbon economy
Review the investment and financing of hydrogen energy industry chain in the first half of 2022.
Dongyue Group (00189.HK) plans to hold a board meeting on August 22nd to review interim results
Dongyue Group (00189.HK) announced that the Company will hold a board meeting on Monday, 22 August 2022 to, among other things, approve the unaudited interim results of the Company and its subsidiaries for the six months ended 30 June 2022, the declaration of interim dividends (if any) and any other matters.
Dongyue Group: date of the board meeting
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