11.Jonas-20241013 P2X presentation.pdf

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1、Energy efficient electric motors for alternative fuels:Supportinggreen transition through localisation-用于替代燃料的高能效電機:通過本地化支持綠色轉型Jonas Lgstrup Hansen P2X Forum,October 2024Togetherwe outsmartthe ordinaryJonas Lgstrup HansenSegment Manager Energy能源部門經理+45 2811 8698聯系方式ContactinformationTogetherwe outsm

2、artthe ordinary關于霍爾About HoyerFounded in 1974.Present in China since 2007成立于1974年、在中國于2007年Headquarters in Denmark and Ningbo,China總部位于丹麥和中國寧波Product range:Low-&medium voltage motors/drives&controls 產品范圍：低壓和中壓電機、驅動器和控制器Markets:Marine,Industry,HVAC,Energy 主要集中在船用、工業、暖通空調、能源等市場250 employees globally全球

3、有250名員工Owned by investment company Solix and CS Capital由投資公司Solix和CS Capital所有120,000 motors delivered per year每年交付12萬臺電機2023 turnover:711,000,000 RMB2023年度營業額7.11億丹麥克朗2027 ambition:1.200M RMB2027年度營業額目標12.0億人民幣Supplying the wind market for 12+years在風電電機市場有12年的經驗Together we outsmart the ordinaryOil&

4、Gas石油和天然氣Wind風電Togetherwe outsmartthe ordinary霍爾能源業務部門Hoyer Energy SegmentTogetherwe outsmartthe ordinary電氣化和綠色轉型Electrification and green transitionElectricalEnergy ConsumptionSource:International Energy Agency(IEA)30%of electrical energy is used at the industry 65%of electrical energy used at the

5、industry is consumed by electric motorsGlobally,electric motors account for up to 46%of all electrical consumptionTogetherwe outsmartthe ordinary電能消耗30%的電能用于工業領域 65%的工業電能由電機消耗在全球范圍內，電機的用電量占總用電量的 46。Electrical Energy Consumption 電能消耗Breakdown by country(TWh)按國家分列（太瓦時）World 全球Trend over 1990 2023 TWh

6、1990-2023 年的趨勢-TWhSource:World Power consumption|Electricity consumption|EnerdataTogetherwe outsmartthe ordinaryElectrical Energy Consumption China 中國的電能消耗China 中國Trend over 1990 2023 TWh 1990-2023 年的趨勢-TWhSource:World Power consumption|Electricity consumption|Enerdata,China-Countries&Regions-IEATog

7、etherwe outsmartthe ordinaryTogetherwe outsmartthe ordinary海運市場訂單簿Marine market orderbookTogether we outsmart the ordinaryMarket overview:Dual-fuelvesselorderbookSource:Clarksons ResearchTogetherwe outsmartthe ordinarySingle-fuelDual-fuelAmong all the fleets in the current global orderbook,of the sh

8、ips are dual-fuelled.30%LNG,34%Methanol,9%Ammonia,1%Hydrogen,1%LNGMethanolLPGAmmoniaHydrogenNuclearBiofuelOthersAccording to Clarksons Research,hydrogen,ammonia,and methanol account for 11%of the contracted dual-fuel vessels as alternative fuels.據克Clarkson Research，氫氣、氨和甲醇作為替代燃料在簽約雙燃料船舶中占11%。市場概況：雙燃

9、料船訂單簿在目前的全球訂單中，30%的船隊使用雙燃料。Together we outsmart the ordinaryMarket overview:The trend of dual-fuelvesselsTogetherwe outsmartthe ordinaryOver the past 5 years,there has been a significant surge in orders for dual-fuel vessels to meet IMOs GHG reduction and decarbonization targets aimed at reducing gr

10、eenhouse gas emissions by at least 50%by 2025.2114111445441484010020030040050060012004200520062007201020112012201320142015201620172018201920202021202220232024Linear(2024)Source:Clarksons Research市場概述：雙燃料船舶的發展趨勢在過去5年中，雙燃料船舶的訂單大幅增加，以滿足國際海事組織的溫室氣體減排和脫碳目標，即到2025年將溫室氣體排放量減少至少50%。Togetherwe outsmartthe or

11、dinary電機在P2X中的作用How electric motors contribute in P2XP2X andthe link to electric motorsTogetherwe outsmartthe ordinaryTypicalapplications典型應用Compressors壓縮機Pumps 泵Fans 風機Hydraulics液壓系統FGSS 燃氣供應系統Fuel pumps 燃油泵BOG compressorsBOG 壓縮機Glycolpumps 乙二醇泵Double wall pipeventilation 雙壁管道通風P2X 與電機的關系Explosionp

12、roofelectricmotors have an importantroleto playin the P2X valuechain防爆電機在 P2X 價值鏈中發揮著重要作用Usedin all P2X processeswhere flammable riskis present,e.g.Hydrogen and methanol用于存在易燃風險的所有 P2X 過程，如氫氣和甲醇Productionof green fuels生產綠色燃料Handling and transport of green fuelsincludingvessel cargosystems 綠色燃料的處理和運輸

13、，包括船舶貨運系統Fuel gas supplysystems 燃氣供應系統Product development 產品開發Fuel pump motors 燃油泵電機Reliabilityand customisation可靠性和定制化Product configuration is modular產品配置模塊化Configurable according to customerspecification,e.g.fuel types,area of installation,etc.可根據客戶要求進行配置，如燃料類型、安裝區域等。No one size fits all-FGSS mark

14、et is constantly changing and adapting沒有“一刀切”-FGSS 市場在不斷變化和調整The fuel pump motor is essential in having a well-functioning FGSS and consequently contributingto the successful vessel operation.燃油泵電機對于確保 FGSS 的良好運行至關重要，從而有助于船舶的成功運行。Togetherwe outsmartthe ordinaryFuel pump motor燃油泵電機The datasheet數據表Tog

15、ether we outsmart the ordinaryLocalisedsupply chain92%of the dual-fuelvesselsin the orderbookareto be built in Asia.Togetherwe outsmartthe ordinarySource:Clarksons ResearchAsiaNon-AsiaUnknownGiven the facts,having a localised setup is crucial for ensuring an efficient and fast supply chain for build

16、ing projects in the Asia region.本地化供應鏈訂單簿中 92%的雙燃料船將在亞洲建造有鑒于此，建立本地化機構對于確保亞洲地區建筑項目供應鏈的高效和快速至關重要。Togetherwe outsmartthe ordinaryTogetherweoutsmartthe ordinary The P2X journey supporting the maritime green transition is relying on strong value chains,even on component level.支持海事綠色轉型的 P2X 之旅依賴于強大的價值鏈，甚至

17、在組件層面也是如此。Localisation is not only commercially attractive;It is believed to be a key parameter for the future of P2X and already a well-known trend within renewable industries,such as the wind industry.本地化不僅具有商業吸引力，而且被認為是 P2X 未來的一個關鍵參數，并已成為風能等可再生能源行業的一個眾所周知的趨勢。Sustainability at the core is what Hoy

18、er always keeps in mind,which also means we fully support the green transition.可持續發展是霍爾始終牢記的核心，這也意味著我們全力支持綠色轉型。We want to become a Green Transition Partner.Our efforts toward sustainability may vary,but they are deeply rooted in our business,where we provide energy-efficient electric motors.我們希望成為綠色轉型合作伙伴。我們為可持續發展所做的努力可能各不相同，但都深深扎根于我們的業務中，我們提供高能效電機。Thank you謝謝Togetherwe outsmartthe ordinary