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国富氢能(02582)携手马来西亚NRSSB,构建东南亚绿氢消纳新生态
GUOFUHEEGUOFUHEE(HK:02582) 智通财经网·2025-11-23 23:27

Core Viewpoint - The signing of the integrated green hydrogen project in Terengganu, Malaysia, marks a significant collaboration between Guofu Hydrogen Energy and Nova RE Suria Sdn Bhd, focusing on the development of the green hydrogen industry in alignment with Malaysia's energy strategy and carbon neutrality goals by 2050 [1][3]. Group 1: Project Overview - The project is one of the first large-scale green hydrogen flagship projects in Terengganu, Malaysia, with a planned capacity of a 200 MW hydrogen production facility, expected to produce nearly 30,000 tons of green hydrogen annually [3]. - The project aims to meet local industrial demand and facilitate exports to international markets, establishing a dual-function layout of "local consumption + global distribution" [3]. Group 2: Roles and Responsibilities - Guofu Hydrogen Energy will take on the core responsibility for the distribution of green hydrogen, efficiently transporting it to key markets in Southeast Asia and East Asia, while also participating in the global distribution network for green ammonia and green methanol [4]. - The company will provide a complete set of technical solutions for hydrogen transportation, ensuring a robust logistics support system through its "production-storage-transportation-consumption" capabilities [4]. Group 3: Strategic Implications - This collaboration signifies a shift for Guofu Hydrogen Energy from "single-point pilot" projects to a new phase of "scaled consumption + derivative expansion + ecological collaboration" in the Southeast Asian hydrogen market [4]. - The company plans to leverage its technological advantages and industry layout to enhance the regional hydrogen ecosystem, contributing to low-carbon development and supporting global carbon neutrality transitions [6].