立足市场前端 杭氧股份拟新设合资公司进一步孵化氢能产业链

Core Viewpoint - The establishment of a joint venture, Luoyang Hangyang Longze Hydrogen Energy Co., Ltd., aims to build a complete hydrogen energy industry chain, enhancing the company's capabilities in the hydrogen sector and contributing to the national "dual carbon" strategy [1][2]. Group 1: Joint Venture and Investment - Hangyang Co., Ltd. plans to invest in a joint venture with Longze Energy and Shanghai Qinfeng, with a registered capital of 15 million yuan, where Hangyang will contribute 7.65 million yuan, holding a 51% stake [1]. - The joint venture will invest in a hydrogen production and filling facility with a capacity of 2825 Nm3/h, with a total project investment of approximately 45.5 million yuan [1]. Group 2: Industry Context and Strategic Importance - The hydrogen energy sector is becoming a crucial part of global energy transition, supporting deep decarbonization in industries and aligning with China's energy production and consumption revolution [2]. - The National Energy Administration's report indicates that China's hydrogen production and consumption scale will exceed 36.5 million tons by 2024, positioning the country as a leader in renewable energy hydrogen production [2]. Group 3: Technological Advancements and Achievements - Hangyang Co., Ltd. has a strong foundation in technology innovation and R&D in the hydrogen sector, with successful product certifications and the establishment of a hydrogen refueling station [3]. - The company has achieved significant milestones, including the largest daily hydrogen refueling capacity in the country at 9000 kg/day, showcasing its leadership in the hydrogen industry [3]. Group 4: Long-term Goals and Market Position - The establishment of the joint venture is a strategic move to deepen the company's presence in the hydrogen energy market and enhance its competitive advantage [5]. - Hangyang Co., Ltd. aims to become a world-class enterprise in the gas industry, leveraging its strong position in air separation equipment and a diversified gas product matrix to drive innovation and contribute to the green upgrade of the global gas industry [5].