产业观察：氢周一见|旭阳集团拟控股亿华通

Investment Rating - The report does not explicitly provide an investment rating for the hydrogen industry or specific companies within it. Core Insights - The report highlights significant developments in the hydrogen sector, including government policies and corporate activities aimed at advancing hydrogen technology and infrastructure [11][14][19]. Summary by Sections 1. Industry Policy - The National Energy Administration has outlined key focus areas for energy industry standards by 2025, including hydrogen production, storage, transportation, and fuel cells [11]. - Beijing Daxing District is positioning itself as a core hub for hydrogen industry collaboration within the Beijing-Tianjin-Hebei region, aiming to attract global hydrogen innovation enterprises [11]. - The European Union has approved national aid plans for Austria and Lithuania to promote local green hydrogen production, with a total funding of €400 million [11]. 2. Industry Dynamics - Shanghai Hydrogen Technology has established operations in Hefei, focusing on third-generation anion exchange membrane water electrolysis technology [14]. - Fudan University has made advancements in proton exchange membrane electrolysis for green hydrogen production, publishing significant research findings [14]. - China Petroleum & Chemical Corporation (Sinopec) has launched an expanded hydrogen fuel cell supply center in Guangzhou, capable of producing 15 tons of hydrogen daily [14]. - A new "Liquid Hydrogen Technology Alliance" has been formed in China, involving over 20 organizations to promote liquid hydrogen technology [14]. 3. Investment and Financing Events - No domestic investment or financing events were reported [20]. - No foreign investment or financing events were reported [20]. 4. Industry Conference Preview - The Fourth China International Hydrogen and Fuel Cell Industry Exhibition is scheduled for March 26-28, 2025, focusing on promoting new energy development [21].