Core Viewpoint - The hydrogen and ammonia industry is facing significant challenges and opportunities in 2025, with a notable number of hydrogen ammonia projects being canceled or terminated, reflecting real difficulties in cost, technology maturity, market absorption, and policy support [3][4][5][6]. Group 1: Project Cancellations and Challenges - Multiple local governments have set strict deadlines for integrated wind-solar hydrogen projects, leading to the termination of several projects that failed to meet these requirements [4][5]. - The cancellation of the world's largest green methanol project in Inner Mongolia, with an investment of 18.53 billion, highlights the impact of these policies [4]. - Economic challenges remain a core constraint, as the high costs associated with renewable energy and hydrogen production make financial models fragile, leading to project withdrawals [6]. Group 2: Industry Adjustment and Benchmark Projects - The recent wave of project cancellations is viewed as a necessary adjustment for the industry, moving from enthusiasm to rationality, and paving the way for long-term healthy development [7][8]. - In July, three major green hydrogen and ammonia projects were successfully launched, demonstrating resilience and hope for the industry [7][8]. - These projects will validate the feasibility of large-scale renewable hydrogen production and its applications in a real commercial environment [8][9]. Group 3: Cost Reduction and Infrastructure Development - Large-scale procurement of electrolyzers will stimulate manufacturers to expand capacity and reduce costs, benefiting the entire industry [9]. - The construction of these projects will drive the development of renewable energy infrastructure and hydrogen storage and transportation facilities [10]. - The projects will also create diverse application scenarios for green hydrogen, contributing to decarbonization in traditional chemical industries [11]. Group 4: Market Demand and Future Prospects - The successful operation of these projects will significantly boost market demand for green hydrogen and ammonia, particularly in sectors that are hard to electrify [11][12]. - Recent developments in green methanol refueling at major ports indicate a growing market for these products [12]. - The combination of project cancellations and successful launches signals a critical phase for the hydrogen and ammonia industry, with potential for future breakthroughs in technology and business models [13].

"宁波膜智信息科技有限公司"为势银（TrendBank）唯一工商注册实体及收款账户 势银年会： 2025势银氢燃年会（1月6-8日，宁波） 点此报名 添加文末微信，加 绿氢 群 全球绿电制氢领域的领先企业海德氢能（HydoTech）今日宣布完成新一轮战略融资，由蔚来资本等机构投资，老股东襄禾资本、愉悦资本持续 加码，其中，蔚来资本的部分投资安排通过与中电集团（CLP Group）的战略合作完成。本轮融资将重点用于全球化市场拓展与新产品开发 ， 进一步夯实海德氢能在绿氢产业的技术创新优势与商业化领先地位。本轮融资完成后，海德氢能股东阵容汇聚了中国石化、沙特阿美、蔚来资 本、红杉中国、愉悦资本、襄禾资本、真格基金、英诺天使基金及水木清华校友种子基金等能源龙头企业与头部投资机构。这不仅体现了投资 机构对海德氢能技术实力与商业化前景的高度认可，也展示出全球资本与产业力量对绿氢赛道未来价值的集体共识。 海德氢能致力于为全球能源变革者提供持续领先的绿氢解决方案。从旗舰产品先进电解制氢系统氢舟 ® （Hydolyser ® )拓展到覆盖多场景应用的 生态解决方案， 海德氢能业务已进入中国、欧洲与中东地区市场，在全球范围内收 ...

Core Viewpoint - The article highlights the successful export of high-performance mobile metal hydride hydrogen storage bottles by Hupu International, a subsidiary of Hupu Co., to Brazil, marking the entry of solid-state hydrogen storage products into the South American market [2][16]. Group 1: Product Features - The mobile metal hydride hydrogen storage bottles are characterized by their lightweight, high safety, and compact design, making them easy to carry. They utilize AB2-type hydrogen storage alloy materials, allowing efficient hydrogen absorption and release under normal temperature and low pressure conditions. The products boast high hydrogen storage density, high purity of released hydrogen, no leakage, and excellent safety [6][9]. - The accompanying simple hydrogen charging equipment is flexible and plug-and-play, significantly lowering the barriers to hydrogen energy usage, facilitating practical and scalable applications of hydrogen energy [6][9]. Group 2: Market Applications - The hydrogen storage bottles are suitable for various applications powered by low-power hydrogen fuel cells, including electric vehicles, e-bikes, tricycles, forklifts, and portable outdoor power sources. They enable zero-emission and long-range green travel in light transportation, provide stable power sources for electric forklifts, and support various electronic devices in outdoor activities and emergencies [9][10]. Group 3: Validation and Projects - The mobile metal hydride hydrogen storage bottles have been validated in China, having been successfully used in over a thousand hydrogen-powered shared e-bikes across multiple locations, demonstrating excellent performance in diverse environments [11][12]. - Hupu Co. and Chengdu Jihydrogen have participated in several hydrogen energy demonstration projects in China, including the first solid-state hydrogen power generation project connected to the grid, achieving international recognition for key technologies in hydrogen storage and energy systems [12][15]. Group 4: Strategic Significance - The successful export of solid-state hydrogen storage products to Brazil showcases Hupu Group's industrial synergy advantages. Leveraging Hupu International's established global market channels and Chengdu Jihydrogen's leading product development capabilities, this achievement not only signifies international recognition of Hupu's efficient and safe hydrogen storage solutions but also provides a "Chinese solution" for Brazil's low-carbon transition in multiple scenarios, contributing to global carbon neutrality goals [16].

请注意： 势银活动小程序遵循一人一号一码， 必须使用本人手机号码 进行报名，才能完成现场签到。签到成功可查看议程/公开版ppt/会后报 告等内容（非本人号码无法签到且无法享受相关线上查阅功能） 冠名/赞助单位（持续更新） 支持赞助： 骥翀氢能、鲲华科技、中材科技（苏州）、擎动科技、华工激光、通微新能源、山海氢、智优普、云韬氢能、拜特测控、魔方氢能 源、必维、华熔科技、 会议日程 "宁波膜智信息科技有限公司"为势银（TrendBank）唯一工商注册实体及收款账户 势银年会： 2025势银氢燃年会（1月6-8日，宁波） 点此报名 添加文末微信，加 绿氢 群 此次会议为收费会议 势银（Trend Bank）定于 2026年1月6-8日在宁波 举办 【 2025势银氢能与燃料电池产业年会 】 。 本次年会以 "洞察政策新机，破局产业寒冬 —— 共筑氢能产业新未来" 为主题，特别设置多个热门专场与特色环节，围绕业界核心话题展开深度探讨。同时，年会还设置了—— 【 势银未 来奖颁奖典礼】、【首届氢能圈掼蛋友谊赛】 等精彩环节，期望带给与会嘉宾更多更好的获得与体验。 联合冠名： 天荣科技 专场冠名： 中集氢能 势银未来奖& ...

"宁波膜智信息科技有限公司"为势银（TrendBank）唯一工商注册实体及收款账户 势银年会： 2025势银氢燃年会（1月6-8日，宁波） 点此报名 添加文末微信，加 绿氢 群 目前，AEM制氢技术正处于从实验室迈向商业化应用的初期阶段，众多企业、高校及研究机构积 极推动其产业化进程。近年来示范项目逐步增多，部分项目已成功运行，AEM电解槽的铺设规模 也在持续提升，但距离大规模部署仍有一定距离。 在技术层面 ，AEM制氢仍面临多项关键挑战。首先，AEM膜本身的性能仍有提升空间（包括离子 电导率不足、化学稳定性与机械强度等问题）。其次，催化剂方面，尽管AEM技术有望减少对贵 金属（如铂、铱）的依赖，但非贵金属催化剂（如镍、铁基材料）的活性和耐久性仍与实用要求存 在差距，成本与性能之间尚未平衡。此外，电解槽结构设计、气密性管理以及阴阳极隔气等问题也 制约着其效率与寿命。 从发展环境来看 ，AEM制氢仍受多重外部因素制约。高昂的用电成本是制约所有电解水制氢技术 经济性的核心因素，尤其在当前绿电成本较高的背景下，AEM的能耗成本占比显著。制氢成本居 高不下，一方面源于关键材料（如膜、催化剂）的供应链尚未成熟，规模化生 ...

Core Viewpoint - The article discusses the advancements and market potential of solid-state hydrogen storage technology, highlighting its safety, convenience, and commercial viability in various applications, particularly in hydrogen-powered two-wheelers and other small-scale power scenarios [2][4][5]. Group 1: Solid-State Hydrogen Storage Technology - Solid-state hydrogen storage technology utilizes physical adsorption or chemical reactions with materials to store hydrogen, categorized into physical adsorption materials (e.g., carbon nanotubes, metal-organic frameworks) and chemical storage materials (e.g., metal hydrides, non-metal hydrides) [2]. - Metal hydrides are identified as the most commercially viable solid-state hydrogen storage route, with magnesium-based and titanium-based alloys being the most widely used [2][4]. - Solid-state hydrogen storage operates safely at normal temperature and pressure, avoiding risks associated with high-pressure containers and the complexities of cryogenic storage [4]. Group 2: Market Insights - As of now, approximately 17,000 hydrogen-powered two-wheelers have been deployed nationwide, with over 7,000 units launched in the first nine months of 2025, and an expected total deployment exceeding 15,000 units for the entire year [5]. - The market for solid-state hydrogen two-wheelers is projected to exceed 3 billion yuan by 2030, indicating significant growth potential [5]. - TrendBank is actively conducting market research on solid-state hydrogen materials and related enterprises to identify industry trends and collaboration opportunities [5]. Group 3: Industry Participants - A list of companies involved in solid-state hydrogen materials includes Yuyuan Institute, Keli Yuan, Purenai Co., and others, with additional companies like Loda Hydrogen and Ruifen Technology also engaged in this field [4]. - The article encourages contributions to the list of companies to ensure comprehensive coverage of the industry landscape [4]. Group 4: Event Announcement - TrendBank is organizing the 2025 Hydrogen Fuel Annual Conference from January 6-8 in Ningbo, inviting participants to register [1].

"宁波膜智信息科技有限公司"为势银（TrendBank）唯一工商注册实体及收款账户 势银年会： 2025势银氢燃年会（1月6-8日，宁波） 点此报名 添加文末微信，加 绿氢 群 9月10日，金风科技股份有限公司发布关于签署投资开发协议并开展申报工作的公告。根据公告， 公司于2025年9月10日召开董事会，审议通过了关于乌拉特中旗3GW风氢氨醇一体化项目的投资协 议，并决定开展相关申报工作。 公司全资子公司乌拉特中旗金风润航新能源科技有限公司将进行化工侧项目备案以及出具《落实投 资承诺函》，同时公司拟与巴彦淖尔市人民政府签订《风电制氢氨醇一体化项目投资开发协议 书》，计划在巴彦淖尔市辖区内投资建设风电制氢氨醇项目，项目总体规划建设3GW风电， 所发 电力80%以上用于电解水制绿氢，通过生物质气化耦合绿氢制取绿色甲醇60万吨/年、制取绿氨40 万吨/年。 本次巴彦淖尔市风电制氢氨醇项目的拟投资金额高达189.2亿元，资金来源为自有资金及银行贷 款。公告提示，该项目的实施尚需政府有关部门审批或备案，公司将根据项目后续的投资进展严格 按照相关法律法规的规定，及时履行相关决策程序和信息披露义务。 势银（Trendban ...

"宁波膜智信息科技有限公司"为势银（TrendBank）唯一工商注册实体及收款账户 势银年会： 2025势银氢燃年会（1月6-8日，宁波） 点此报名 添加文末微信，加 绿氢 群 9月9日，国际氢能委员会（HydrogenCouncil）与麦肯锡公司联合发布 《全球氢能指南》 报告。报 告显示，目前全球已有超过500个清洁氢能项目趋于成熟，总投资额高达1100亿美元， 仅过去一年 就增加了350亿美元 。过去五年间，氢能行业实现了显著的规模化发展，投资年增长率超过50%。 当前承诺的总产能已超过600万吨/年，其中100万吨/年已投入运营。 调研显示，趋于成熟的510个项目按2030年前正式投运数量排序，欧洲项目最多，其次是北美和中 国。按项目数量计算，约70%的项目为可再生氢能项目，其中近一半位于欧洲； 但欧洲可再生氢 能项目平均规模仅为中国的1/10 ——这是因为欧洲聚焦于构建进口氢能的基础设施与需求中心， 而非国内大规模可再生氢能产能建设。 报告称，中国氢能发展势头明确——自2022年以来， 中国电解槽运营产能增长6倍，远超其他市 场。 中国是可再生氢能运营产能增长的核心地区，当前运营产能占全球56%（1 ...

"宁波膜智信息科技有限公司"为势银（TrendBank）唯一工商注册实体及收款账户 势银年会： 2025势银氢燃年会（1月6-8日，宁波） 点此报名 添加文末微信，加 燃料电池 群 近日，势银（TrendBank）走访了位于上海青浦区的氢能极板综合解决方案提供商——星氢源（上 海）科技有限公司（简称：星氢源）。势银团队与星氢源中国区总经理 陆祖明及其团队就氢能燃 料电池市场发展趋势及公司战略布局展开了深入交流。 公司概况 星氢源（上海）科技有限公司成立于2021年，位于青浦区崧辉路366号，是新加坡纳峰科技旗下的 一家氢能商业化公司。运用纳峰公司专有的核心镀膜技术及镀膜设备开发能力，星氢源在氢能领域 形成了两大技术优势，世界先进的真空镀膜技术和真空设备制造技术，致力于挖掘导电性钻石薄膜 的潜力，面向氢能行业提供优质的燃料电池金属双极板、电解槽极板解决方案。 基于两大优势，星氢源在国内主要开展了燃料电池及电解槽两方面的业务，在制氢与用氢两端同时 发力。在燃料电池方向，针对金属双极板，星氢源用先进的碳基复合涂层技术替代昂贵的镀金技 术，为金属双极板提供了优异的耐腐蚀性、电化学性能和机械性能。 星氢源中国区总经理陆 ...

本次合作基于"整车厂 - 系统厂 - 经销商" 多维合作模式，深度整合了各方在全产业链中的核心优 势，实现从研发、生产到认证、市场运营的高效联动。其中，庆铃汽车凭借数十年商用车制造经 验，把控车辆生产制造、整车公告拓展及全生命周期品质保障等关键环节，为合作车型筑牢 "硬件 根基"；云韬氢能则聚焦氢燃料电池核心技术，重点负责燃料电池系统的强检认证与全流程技术支 持，以专业实力赋能车辆动力性能。 据悉，此次批量签约的庆铃M600氢燃料电池冷藏车，搭载云韬氢能80kW高性能燃料电池系统，具 备四大核心优势：其一，零排放特性契合国家"双碳"战略，可有效降低城市冷链物流碳排放；其 二，综合续航里程达551km，轻松满足城市间中长途冷链运输需求；其三，强动力输出确保车辆在 复杂路况下仍能保持稳定高效运行；其四，低氢耗设计显著降低运营成本，为物流企业创造更高经 济效益。这些优势精准匹配了当前城市冷链物流对环保性、高效性与经济性的多重需求，有望成为 行业主流选择。 未来，云韬氢能将充分发挥在燃料电池系统研发、生产与应用中的技术积累，为庆铃提供高性能、 高可靠性的动力解决方案，携手拓展氢能在冷链物流等细分市场的应用场景，加速氢 ...