中国旭阳集团氢能业务：全链闭环释放系统竞争优势

Core Viewpoint - The company, China Xuyang Group, is making significant advancements in its hydrogen energy business, leveraging a comprehensive approach across the entire hydrogen value chain, which is expected to solidify its leading position in the industry by 2025 with a projected 15%-20% increase in hydrogen sales volume compared to 2024 [1] Group 1: Business Operations - The company has established itself as the second-largest high-purity hydrogen production and supply base in China, focusing on the integration of production, storage, transportation, refueling, and research [2] - It has built four high-purity hydrogen production bases with a total capacity of 34 tons per day, utilizing by-product hydrogen from coking processes to meet the hydrogen demand in North China [2] - The company is developing a comprehensive storage and transportation network for both gaseous and liquid hydrogen, with a transportation capacity of 5.3 tons per day and a liquid hydrogen demonstration project nearing completion [2] Group 2: Application and Market Integration - The company has successfully launched hydrogen heavy-duty truck freight routes in key areas and has partnered with strategic allies to deploy hydrogen buses and sanitation vehicles, promoting a virtuous cycle of production and application [2][4] - The hydrogen energy business aligns with national energy strategies, contributing to the development of integrated bases for wind, solar, hydrogen, and ammonia [5] Group 3: Research and Development - The company has established a hydrogen energy research institute to address key challenges in core material production and the high costs of renewable hydrogen production, enhancing the competitiveness of its entire hydrogen value chain [3] - It is actively involved in drafting national hydrogen energy standards, contributing practical experience and recommendations to promote healthy industry development [3] Group 4: Environmental Impact and Sustainability - The company's hydrogen energy practices provide a replicable solution for industrial green transformation in the Beijing-Tianjin-Hebei region, establishing it as a benchmark for low-carbon industrial development [4] - The company aims to create a comprehensive hydrogen energy ecosystem that enhances its competitive edge and supports the transition to a low-carbon economy [8]