Core Insights - Sinopec Capital has officially completed its investment in Haidemen Energy (Nanjing) New Energy Technology Co., Ltd, marking another collaboration between the two entities [1] - Haidemen Energy's subsidiary, Haid Hydrogen, focuses on renewable energy electrolysis for green hydrogen production, providing advanced solutions for global new energy applications [2][4] Investment and Financing - Sinopec Capital has invested in multiple hydrogen industry chain enterprises through direct investment and fund investment models, with Haid Hydrogen being a key focus [2] - The financing rounds for Haidemen Energy include Pre-A in March 2022, A in August 2024, A+ in December 2024, and B in July 2025, with amounts undisclosed [2] Technology and Innovation - Haid Hydrogen has developed the world's first square plate pressurized electrolysis cell and hydrogen production system called "Hydrogen Boat," which enhances economic efficiency by 16% in stable hydrogen production scenarios and 25% in photovoltaic hydrogen production scenarios [6] - The company has secured over 60 core patents for electrolysis cells and more than 10 software copyrights for hydrogen production systems [6] Market and Industry Trends - The demand for hydrogen in China is projected to reach 60 million tons by 2050, with an industry chain annual output value of 12 trillion yuan, accounting for over 10% of the national energy system [4] - As of the end of 2024, China's hydrogen production capacity is expected to exceed 50 million tons per year, with over 600 planned renewable energy electrolysis hydrogen projects [5] Strategic Collaborations - Haidemen Energy has formed strategic partnerships with major companies like Aramco Ventures, Shell, and Total Energy, expanding its global ecological layout [11] - The company aims to standardize and modularize its electrolysis hydrogen systems through collaboration with Huisheng Engineering [8]
产业资本投资再加码,清华系“氢舟”撬动千亿蓝海
Sou Hu Cai Jing·2025-07-17 13:28