Core Viewpoint - The first 220kW high-safety solid-state hydrogen storage fuel cell emergency power generation system in Southwest China has officially been put into demonstration application, marking a significant breakthrough in the autonomy of core equipment in the hydrogen energy emergency power supply sector [1] Group 1 - The system was unveiled on July 15 at the Microgrid Youlian Wi-Fi Smart Terminal Industrial Park [1] - The project is a collaborative effort involving Houp Clean Energy (Group) Co., Ltd., Sichuan Rongxin New Energy Power System Co., Ltd., and Chengdu Jihydrogen Technology Co., Ltd. [1] - This achievement signifies a major advancement in China's hydrogen energy emergency power supply capabilities [1]

Market Overview - The Shanghai Composite Index rose by 0.48% on July 10, with 18 out of 28 sectors experiencing gains, led by real estate and petrochemicals, which increased by 3.19% and 1.54% respectively [1] - Conversely, the automotive and media sectors saw declines of 0.62% and 0.54% respectively [1] Capital Flow Analysis - The main capital outflow from the two markets totaled 13.025 billion yuan, with 10 sectors seeing net inflows [1] - The non-bank financial sector had the highest net inflow, amounting to 3.470 billion yuan, while the real estate sector followed with a net inflow of 2.228 billion yuan [1] Mechanical Equipment Sector Performance - The mechanical equipment sector experienced a slight decline of 0.05%, with a total net capital outflow of 2.771 billion yuan [2] - Out of 531 stocks in this sector, 219 stocks rose, while 294 stocks fell, with 3 stocks hitting the daily limit up [2] - The top three stocks with net inflows were: - Houp Co., Ltd. (厚普股份) with a net inflow of 154 million yuan and a rise of 15.72% - Beijing Capital Co., Ltd. (京城股份) with a net inflow of 136 million yuan and a rise of 6.37% - Robotec Co., Ltd. (罗博特科) with a net inflow of 97 million yuan and a rise of 4.09% [2] Mechanical Equipment Sector Outflow - The top three stocks with significant net outflows were: - Giant Lifting (巨力索具) with a net outflow of 350.79 million yuan and a decline of 6.09% - Dafeng Industrial (大丰实业) with a net outflow of 181.79 million yuan and a rise of 3.59% - Rifa Precision Machinery (日发精机) with a net outflow of 179.38 million yuan and a decline of 3.91% [3]

Core Viewpoint - The hydrogen energy sector has experienced a significant surge in both A-share and Hong Kong markets, driven by positive developments in the U.S. market and favorable domestic policies [1][2][3]. Group 1: Market Performance - A-share hydrogen energy stocks saw a sudden rise, with companies like Meijin Energy and Jingcheng Shares hitting the daily limit, while others like Zhuoyue New Energy and Yihua Tong also experienced rapid gains [1][3]. - The U.S. hydrogen energy sector surged by 18%, with the hydrogen index increasing over 100% since April 21, driven by key players like Plug Power, which saw a 25% increase [2]. Group 2: U.S. Developments - The U.S. proposed expanding natural gas-based aviation fuel types, particularly synthetic kerosene produced from hydrogen and captured CO2, which could streamline hydrogen production at military bases [2]. - The U.S. Senate extended the 45V clean hydrogen production tax credit until the end of 2027, contributing to a significant rise in hydrogen stocks, including a 28.45% increase for Plug Power [2]. Group 3: Domestic Policy and Developments - Recent domestic developments include a strategic cooperation agreement between CIMC Anrui and Jiangsu Zhongchun Hydrogen Energy, focusing on green hydrogen and hydrogen transportation [4]. - Various provinces, including Fujian and Hunan, have released plans to accelerate hydrogen energy development, emphasizing the importance of hydrogen equipment and fuel cell vehicles [4][5]. - The national focus on transitioning the coal industry towards high-value products includes the development of hydrogen energy as part of a new energy system [5]. Group 4: Future Expectations - Analysts predict that 2025 will be a pivotal year for hydrogen energy policies, with expectations for increased project activity and commercialization in the sector [6]. - The year is also seen as crucial for fuel cell vehicle applications, with potential policy developments that could drive stock prices in the hydrogen sector [6].

Group 1 - The natural gas sector experienced an initial rise, with significant gains in stock prices for several companies [1] - Thupu Co., Ltd. (300471) saw an increase of over 10% [1] - Meijin Energy (000723) rose by more than 6%, while other companies such as Jingcheng Co. (600860), Jereh Co. (002353), and Nanjing Public Utilities (000421) also experienced upward movement [1]

证券代码：300471 证券简称：厚普股份 公告编号：2025-043 厚普清洁能源（集团）股份有限公司 关于为子公司提供担保的进展公告 本公司及董事会全体成员保证信息披露内容的真实、准确、完整，没有虚假记载、误导 性陈述或重大遗漏。 一、情况概述 1、2025年4月21日，厚普清洁能源（集团）股份有限公司（以下简称"公司"）召开 了第五届董事会第二十二次会议，会议审议通过了《关于2025年度为全资子公司提供担保 额度预计的议案》，公司拟为全资子公司成都厚普低温设备有限公司（以下简称"厚普低 温"）等全资子公司向银行等金融机构申请综合授信提供累计不超过人民币10,000万元的担 保总额度。其中，预计为资产负债率低于70%的子公司提供担保额度不超过人民币5,000万 元，预计为资产负债率高于70%（含70%）的子公司提供担保额度不超过人民币5,000万元； 额度使用期限自第五届董事会第二十二次会议审议通过之日起不超过十二个月，在前述期 限内，实际担保额度可在授权范围内循环滚动使用，具体内容详见公司于2025年4月23日在 巨潮资讯网（www.cninfo.com.cn）上披露的相关公告。 近日，公司与成都银行股 ...

厚普清洁能源（集团）股份有限公司 Houpu Clean Energy Group Co., Ltd. 2024 年度向特定对象发行股票 募集说明书（注册稿） 保荐机构（主承销商） 中国（上海）自由贸易试验区世纪大道 1198 号 28 层 二〇二五年六月 证券代码：300471 证券简称：厚普股份 厚普股份 2024 年度向特定对象发行股票 募集说明书 发行人声明 一、公司及全体董事、监事、高级管理人员承诺：本募集说明书内容真实、 准确、完整，并确认不存在虚假记载、误导性陈述或重大遗漏，对本募集说明书 内容的真实性、准确性、完整性承担个别和连带的法律责任。 二、公司负责人、主管会计工作负责人及会计机构负责人保证募集说明书中 财务会计资料真实、完整。 三、本次向特定对象发行股票完成后，公司经营与收益的变化，由公司自行 负责；因本次发行引致的投资风险，由投资者自行负责。 四、本募集说明书是公司董事会对本次向特定对象发行股票的说明，任何与 之相反的声明均属不实陈述。 最近三年，公司实现营业收入分别为 71,373.66 万元、93,623.35 万元和 63,034.15 万元，归属于上市公司股东的净利润分别为- ...

证券代码：300471 证券简称：厚普股份 公告编号：2025-042 厚普清洁能源（集团）股份有限公司 关于为子公司提供担保的进展公告 本公司及董事会全体成员保证信息披露内容的真实、准确、完整，没有虚假记载、误导 性陈述或重大遗漏。 一、情况概述 2025年4月21日，厚普清洁能源（集团）股份有限公司（以下简称"公司"）召开了第 五届董事会第二十二次会议，会议审议通过了《关于2025年度为全资子公司提供担保额度 预计的议案》，公司拟为全资子公司成都安迪生测量有限公司（以下简称"安迪生测量"） 等全资子公司向银行等金融机构申请综合授信提供担保。为相关全资子公司向银行等金融 机构申请综合授信（授信种类包括贷款、银行承兑汇票、商业承兑汇票、信用证、保函等 信用品种）提供累计不超过人民币10,000万元的担保总额度。其中，预计为资产负债率低于 70%的子公司提供担保额度不超过人民币5,000万元，预计为资产负债率高于70%（含70%） 的子公司提供担保额度不超过人民币5,000万元；额度使用期限自第五届董事会第二十二次 会议审议通过之日起不超过十二个月，在前述期限内，实际担保额度可在授权范围内循环 滚动使用，具体内 ...

Core Viewpoint - The company faces significant legal challenges, including a recent court ruling that requires it to pay over 56.7 million yuan in damages, which may impact its future performance [1][2][3]. Legal Issues - The company’s subsidiary, Thickpu Engineering, was ordered by the court to pay 56.7 million yuan in damages and to dismantle certain project facilities due to a lawsuit from Ling Shi Tong Yi [1][2]. - The court ruling also allows for an appeal, and the company plans to pursue legal action to protect its rights [3]. - In addition to the Ling Shi Tong Yi case, Thickpu Engineering is involved in another legal dispute regarding a construction contract, with a claim of 20 million yuan against it [4]. Financial Performance - The company reported a net loss of 82.39 million yuan in 2024, a decline of 17.38% year-on-year, with total assets decreasing by 6.65% to 2.234 billion yuan [6]. - Over the past five years, the company has accumulated losses totaling 444.5 million yuan [4]. - The company’s revenue for 2024 was 630 million yuan, down 32.67% from the previous year [6]. Business Operations - Thickpu Engineering provides comprehensive solutions in the clean energy equipment sector, covering various applications including natural gas and hydrogen [5]. - The company has strategically optimized its customer base, leading to a decline in revenue as it chose to forgo less profitable orders [6]. - The aviation parts manufacturing segment experienced a significant revenue drop of 54.09% in 2024, attributed to increased fixed costs and production adjustments [7].

Core Viewpoint - The lawsuit involving Houpu Co., Ltd. stems from a contract dispute related to a project initiated in 2012, with the company being ordered to pay 56.7 million yuan in damages, which it plans to appeal against [1][2][4]. Group 1: Lawsuit Details - Houpu Engineering, a subsidiary of Houpu Co., Ltd., is being sued by Ling Shi Tong Yi for contract disputes regarding a liquefied natural gas facility [2][4]. - The court ruled that Houpu Engineering must pay 56.7 million yuan plus interest and restore the land to its original state within specified timeframes [2][4]. - The lawsuit is based on claims that the project did not meet safety distance requirements, preventing it from obtaining necessary administrative approvals [1][4]. Group 2: Company Response and Future Actions - Houpu Co., Ltd. intends to appeal the first-instance judgment and has been in communication with its legal representatives regarding the next steps [2][3]. - The company plans to seek compensation from the original shareholders of Houpu Engineering based on the acquisition agreement, which stipulates that liabilities arising from projects before the transfer of control are the responsibility of the original shareholders [4][5]. - The company has indicated that the lawsuit will not significantly impact its ongoing operations, although it may affect future financial performance [2][6]. Group 3: Financial Implications - The company reported a net loss of 82.39 million yuan in the previous year, highlighting financial challenges amid ongoing legal disputes [6]. - The financial impact of the lawsuit on the company's financial statements will depend on the outcome of the appeal and subsequent legal proceedings [3][6].

证券代码：300471 证券简称：厚普股份 公告编号：2025-041 厚普清洁能源（集团）股份有限公司 关于控股子公司涉及诉讼进展的公告 本公司及董事会全体成员保证信息披露内容的真实、准确、完整，没有虚假记载、误导 性陈述或重大遗漏。 重要内容提示： 一、诉讼的基本情况 2024年6月，公司控股子公司厚普工程因与灵石县通义天然气有限责任公司（简称"灵 石通义"）的合同纠纷，灵石通义向山西省灵石县人民法院提起诉讼。具体内容详见公司 于2024年6月24日及2025年4月23日在巨潮资讯网（www.cninfo.com.cn）上披露的《关于累 计诉讼、仲裁案件情况的公告》（公告编号：2024-043）及《2024年年度报告》（公告编 号：2025-018）。 二、诉讼进展情况 厚普工程于近日收到山西省灵石县人民法院出具的一审《民事判决书》【(2024)晋0729 民初950号】，具体判决如下： （一）于2024年6月6日解除原告灵石通义与被告厚普工程签订的《灵石县通义天然气 有限责任公司液化天然气调峰储气设施勘察、设计、采购及施工总包合同书》(合同编号 GC-2012-008)、两份《灵石县通义天然气有限责任公 ...