Summary of the Conference Call for Guofu Hydrogen Energy Industry Overview - The hydrogen energy industry is experiencing increased attention and growth due to government policy support and technological advancements. The industry is recognized as a new growth driver and an important energy source outside of electricity, with significant backing from national policies [3][5]. Company Highlights - Guofu Jineng has partnered with a South Korean company to utilize natural gas reforming PEM fuel cells to enter the U.S. data center power market, aiming for at least 1 GW of orders within three years [2][6]. - The cost of hydrogen fuel cell heavy trucks has significantly decreased from 1.3-1.4 million yuan two years ago to approximately half that price now, with some areas achieving cost parity [2][3]. - The company has a production capacity of 100,000 hydrogen storage systems for vehicles and plans to produce 20,000 tons of liquid hydrogen by 2028 [4][16]. Market Demand and Opportunities - The U.S. data center market faces a power supply gap, particularly due to the surge in AI computing demands, which traditional gas turbines cannot meet. This creates opportunities for fuel cells like PEM and SOFC [8][9]. - The demand for fuel cell products in U.S. data centers is driven by the need for stable, efficient, and environmentally friendly power solutions [8]. Cost and Production Insights - The production costs for some methanol and green ammonia projects are nearing or below 4,000 yuan per ton, aligning with acceptable prices for shipping giants, enhancing overall supply chain economics [2][5]. - The market value of fuel cell products is estimated at around 20 yuan per watt, with potential reductions to 10 yuan as production scales up [12]. Strategic Plans and Future Outlook - Guofu Hydrogen Energy plans to establish an assembly factory in the U.S. to better serve local customers and accelerate delivery [14]. - The company is expanding its global footprint, with plans to sign cooperation agreements with countries like Australia, Brazil, and Singapore, and aims to provide comprehensive solutions in solar power, hydrogen production, storage, and supply [19]. - The hydrogen energy industry is expected to enter a phase of endogenous growth, achieving scale development and profitability within the next two years [5]. Challenges and Responses - To navigate market entry barriers due to U.S.-China relations, Guofu Hydrogen Energy is collaborating with overseas partners to quickly reach end customers and plans to export components for local assembly in the U.S. [13]. Additional Insights - The company has historical experience with hydrogen power generation devices in South America and Europe, which enhances its credibility in the market [15]. - Guofu Hydrogen Energy is actively involved in multiple electrolysis hydrogen production projects, which align with national development priorities and aim to reduce operational costs [17][18].

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其 準確性或完整性亦不發表任何聲明，並明確表示，概不對因本公告全部或任何部份內容 而產生或因倚賴該等內容而引致的任何損失承擔任何責任。 （股份代號：02582） 暫停辦理H股股份過戶登記手續 江蘇國富氫能技術裝備股份有限公司（「本公司」）謹此宣佈，本公司擬於2025年12月29日 （星期一）舉行本公司2025年第四次臨時股東大會（「臨時股東大會」）。 Jiangsu Guofu Hydrogen Energy Equipment Co., Ltd. 江蘇國富氫能技術裝備股份有限公司 （於中華人民共和國註冊成立的股份有限公司） 承董事會命 江蘇國富氫能技術裝備股份有限公司 董事長兼執行董事 鄔品芳 為確定本公司股東（「股東」）有權出席臨時股東大會並於會上投票，本公司將於2025年 12月22日（星期一）至2025年12月29日（星期一）（包括首尾兩日）暫停辦理H股股份過戶登 記手續。欲出席臨時股東大會並於會上投票而未登記過戶文件的本公司H股股東，須於 2025年12月19日（星期五）下午四時三十分或之前將過戶文件連同有關股票證書送達位於 ...

Core Viewpoint - The company has entered into a strategic cooperation agreement with BTE Inc. and Hylium Industries, Inc. to develop and manufacture natural gas reforming hydrogen proton exchange membrane power generation modules, targeting the U.S. data center market due to power shortages [1] Group 1: Strategic Partnership - The agreement involves collaboration between the company, BTE, and Hylium to create a product that combines natural gas reforming hydrogen equipment and fuel cell power generation equipment [1] - The product will be marketed through Hylium's wholly-owned subsidiary in the United States [1] Group 2: Market Potential - The board believes the product has significant market potential driven by the demand from U.S. data centers facing power shortages [1] - The goal is to secure at least 1 GW of orders within three years, leveraging existing power supply demonstration projects by BTE in the U.S. [1]

基于美国数据中心电力短缺所引发的市场需求，结合BTE在美国现有的电力供应示范项目，并以争取在 三年内获得不少于1GW的订单为目标，董事会认为该产品具备可观的市场潜力，有助推动公司未来收 益增长。 来源：格隆汇APP 格隆汇12月7日丨国富氢能(02582.HK)公告，于2025年12月6日，公司与BTEInc.("BTE")及Hylium Industries,Inc.("Hylium")(两者均为根据大韩民国法律成立的公司)订立战略合作协议，以合作开发及制造 天然气重整制氢质子交换膜发电模块产品。根据该协议，该产品由公司供应的天然气重整制氢设备与 BTE供应的燃料电池发电设备组成，将透过Hylium在美国的全资附属公司销售至美国数据中心。 ...

格隆汇12月7日丨国富氢能(02582.HK)公告，于2025年12月6日，公司与BTEInc.("BTE")及Hylium Industries,Inc.("Hylium")(两者均为根据大韩民国法律成立的公司)订立战略合作协议，以合作开发及制造 天然气重整制氢质子交换膜发电模块产品。根据该协议，该产品由公司供应的天然气重整制氢设备与 BTE供应的燃料电池发电设备组成，将透过Hylium在美国的全资附属公司销售至美国数据中心。 基于美国数据中心电力短缺所引发的市场需求，结合BTE在美国现有的电力供应示范项目，并以争取在 三年内获得不少于1GW的订单为目标，董事会认为该产品具备可观的市场潜力，有助推动公司未来收 益增长。 ...

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其 準確性或完整性亦不發表任何聲明，並明確表示，概不對因本公告全部或任何部份內容 而產生或因倚賴該等內容而引致的任何損失承擔任何責任。 江蘇國富氫能技術裝備股份有限公司 （於中華人民共和國註冊成立的股份有限公司） （股份代號：02582） 自願公告 業務更新 本公告乃由江蘇國富氫能技術裝備股份有限公司（「本公司」，連同其附屬公司統稱「本集 團」）自願作出。本公司董事（「董事」）會（「董事會」）謹此向本公司股東及潛在投資者更 新本集團的最新業務發展。 董事會欣然宣佈，於2025年12月6日，本公司與BTE Inc.（「BTE」）及Hylium Industries, Inc. （「Hylium」）（兩者均為根據大韓民國法律成立的公司）訂立戰略合作協議（「該協議」）， 以合作開發及製造天然氣重整製氫質子交換膜發電模塊產品（「該產品」）。根據該協議， 該產品由本公司供應的天然氣重整製氫設備與BTE供應的燃料電池發電設備組成，將透 過Hylium在美國的全資附屬公司銷售至美國數據中心。 基於美國數據中心電力短缺所引發的市場需求，結合BTE在美國 ...

（原标题：国富氢能(02582)完成配售485.8万股 净筹约1.97亿港元） 公司拟将配售事项所得款项净额约60%用于中国及海外氢能项目的融资投资及合作;及约40%用作营运资 金及一般公司用途，以支持集团的业务营运及增长。所得款项的具体用途，可由董事会或其授权人士根 据公司或集团的营运状况及实际需要，以及所接获的适用监管机构的相关意见作出调整。 智通财经APP讯，国富氢能(02582)发布公告，配售协议所载所有条件已获达成，而配售事项已按配售协 议的条款于2025年12月2日完成。配售代理已按配售协议的条款及条件向不少于六名承配人配售合共 485.8万股配售股份，每股配售股份的配售价为41.166港元，配售股份相当于紧随配售事项完成后经配发 及发行配售股份所扩大的已发行H股总数及已发行股份总数分别约5.12%及4.05%。配售事项的所得款项 总额约为2亿港元，而所得款项净额约为1.97亿港元。 ...

Core Viewpoint - Guofu Hydrogen (02582) has completed a placement agreement, raising approximately HKD 200 million for hydrogen energy projects and operational funding [1] Group 1: Placement Details - The placement involved the issuance of 4.858 million shares at a price of HKD 41.166 per share [1] - The shares represent approximately 5.12% of the enlarged issued H shares and about 4.05% of the total issued shares post-placement [1] - The total proceeds from the placement amount to approximately HKD 200 million, with net proceeds around HKD 197 million [1] Group 2: Use of Proceeds - Approximately 60% of the net proceeds will be allocated for financing investments and collaborations in hydrogen energy projects in China and overseas [1] - The remaining 40% will be used for working capital and general corporate purposes to support the company's operations and growth [1] - The specific use of proceeds may be adjusted by the board or authorized personnel based on the company's operational status and regulatory feedback [1]

Core Viewpoint - Guofu Hydrogen Energy (02582.HK) has successfully completed a placement agreement, raising approximately HKD 200 million through the issuance of 4,858,350 shares at a price of HKD 41.166 per share [1] Group 1: Placement Details - The placement was completed on December 2, 2025, with all conditions of the placement agreement met [1] - The net proceeds from the placement, after deducting all expenses, costs, and fees, amount to approximately HKD 197 million [1] Group 2: Use of Proceeds - The company plans to allocate approximately 60% of the net proceeds for financing investments and collaborations in hydrogen energy projects in China and overseas [1] - The remaining 40% will be used for working capital and general corporate purposes to support the company's operations and growth [1] - The specific use of proceeds may be adjusted by the board or authorized personnel based on the operational status and actual needs of the company or group, as well as relevant opinions from applicable regulatory authorities [1]

FF305 公司名稱： 江蘇國富氫能技術裝備股份有限公司 翌日披露報表 (股份發行人 ── 已發行股份或庫存股份變動、股份購回及/或在場内出售庫存股份) 表格類別： 股票 狀態： 新提交 呈交日期： 2025年12月2日 如上市發行人的已發行股份或庫存股份出現變動而須根據《香港聯合交易所有限公司（「香港聯交所」）證券上市規則》(「《主板上市規則》」)第13.25A條 / 《香港聯合交易所有限公司GEM證券 上市規則》(「《GEM上市規則》」)第17.27A條作出披露，必須填妥第一章節 。 | 第一章節 | | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 1. 股份分類 | | 普通股 | 股份類別 | H | | 於香港聯交所上市 | 是 | | | | 證券代號 (如上市) | | 02582 | 說明 | | | | | | | | A. 已發行股份或庫存股份變動 | | | | | | | | | | | | | | 已發行股份（不包括庫存股份）變動 | | | 庫存股份變動 | | | ...