多地力推氢能产业，专家看好固体氧化物制氢前景

Group 1 - The solid oxide fuel cell/electrolyzer technology in China has seen significant advancements in the past one to two years, with expectations for broader applications in the near future [1] - The solid oxide electrolysis hydrogen production technology is considered a promising new high-efficiency hydrogen production method due to its higher efficiency and lower costs compared to alkaline and proton exchange membrane (PEM) hydrogen production technologies [1] - Since the announcement of the "dual carbon" goals by the government, there has been a surge in the development of solid oxide fuel cells and electrolyzer technologies, supported by multiple policies from various government departments starting in 2024 [1] Group 2 - The hydrogen equipment manufacturing sector in Yulin, where Shaanxi Hydrogen Energy is located, has officially launched in 2024, with multiple high-end hydrogen equipment manufacturing projects under construction [2] - Yulin's hydrogen industry plan aims to establish a "gray hydrogen extraction + green hydrogen preparation" supply system, promoting the development of hydrogen applications in industrial and transportation sectors [2] Group 3 - Shaanxi Hydrogen Energy's first hydrogen equipment project, the solid oxide fuel cell, was launched in March 2024, supported by a technology team from Tsinghua University, and the first fully automated stack production line was completed in September [4] - The company plans to start the construction of a 300-acre industrial park in 2026, aiming to achieve a 300MW full industrial chain cluster [4] - Yulin is recognized as a significant energy and chemical base in the country, possessing unique resource advantages and favorable conditions for the development of the hydrogen industry [4] Group 4 - In recent years, various regions have accelerated the high-quality development of the hydrogen industry, with hydrogen fuel cells and related products gaining widespread application [5] - The development of green hydrogen production projects is primarily led by state-owned enterprises, while the hydrogen equipment sector has seen a diverse participation from both private and state-owned enterprises [5]