以下文章来源于LP波谱 ，作者王满华 LP波谱 . 近日，朝阳氢能新动能创业投资基金（烟台）合伙企业（有限合伙）成立，出资额50亿元。股权穿透显示，这只基金的出资人 之一，正是"三桶油"之一中石化集团旗下的中国石化资本，出资比例为48.98%。此外，由中石化资本全资控股的中石化私募基 金，将担任新基金的执行事务合伙人。 中石化集团是世界第一大炼油公司、第二大化工公司，2024年，集团营业收入高达3.07万亿元，归母净利润503亿元，是名副 其实的"巨无霸"。中石化资本则是中石化集团旗下的产业资本投资平台。 过去两年，中石化资本在一级市场表现活跃，几乎每个月都有出手。截至目前，中石化资本已经通过直投+基金投资的形式， 入股了瑞丰新材、满帮集团、英飞源技术、海德利森、重塑能源等多家企业。 一个细节值得关注，就在新基金成立的前一天（5月8日），中国石化刚发布公告称，中国石化及中国石化集团将对中石化资本 增资合计人民币19.9亿元，主要用于提升公司在新能源、新材料以及高端智能制造等领域的布局力度，支撑公司产业链转型升 级。 如今看来，此番成立氢能基金，正是中石化战略布局的表现之一。 本账号专注LP市场报道。"波浪、谱 ...

Core Insights - The conference titled "Green Electricity to Green Hydrogen: Hydrogen Energy Benefits People's Livelihood" focuses on the high-quality development of the hydrogen energy industry in Inner Mongolia, aiming to explore new paths for industrial transformation and upgrading through collaboration among government, enterprises, and research institutions [3][6]. Group 1: Policy and Government Support - The Inner Mongolia Autonomous Region government is actively supporting the hydrogen energy industry by implementing a series of policy documents to help enterprises identify opportunities for economic development through hydrogen energy [3]. - The Inner Mongolia Hydrogen Energy Industry Association is working to integrate resources and collaborate with research institutions and enterprises to enhance the efficiency of green hydrogen production and reduce costs [7]. Group 2: Industry Development and Achievements - A total of 150 billion yuan worth of projects were signed between various local governments and Junrui Green Hydrogen Energy Group during the conference, indicating strong investment interest in the hydrogen sector [5]. - Inner Mongolia has established seven integrated wind-solar hydrogen production projects in the first quarter of 2025, with an annual hydrogen production capacity of 60,000 tons, positioning it as a leader in the national hydrogen energy industry [6]. Group 3: Future Directions and Goals - The conference featured discussions on 11 key areas related to hydrogen energy, including strategic positioning, high-quality development, and infrastructure construction, showcasing the collaborative efforts to advance the industry [6]. - The "Green Electricity to Green Hydrogen" approach is seen as essential for achieving sustainable development in the hydrogen energy sector, aiming to utilize renewable energy effectively while reducing carbon emissions [7].

Core Viewpoint - Guofu Hydrogen Energy (Hong Kong) Development Co., Ltd. officially commenced operations, marking a significant milestone for Guofu Hydrogen Energy after its listing on the Hong Kong Stock Exchange. The company aims to leverage Hong Kong's international platform to accelerate the international standard certification of core equipment for liquid hydrogen storage and transportation, as well as green hydrogen production, while deepening cross-border cooperation in the hydrogen energy sector to support global low-carbon energy transition [1]. Group 1: Company Development and Strategy - Guofu Hydrogen Energy is a leading enterprise in the hydrogen energy sector and a "quasi-chain leader" in Jiangsu's hydrogen energy industry chain. Since its establishment in 2016, the company has developed a complete industrial chain from manufacturing hydrogen supply systems and refueling stations to achieving the highest domestic market share in hydrogen refueling equipment and supply systems [1]. - The current development strategy of Guofu Hydrogen Energy involves a dual approach targeting both domestic and international markets. Domestically, the company is ramping up production capacity with an annual output of 80,000 vehicle-mounted hydrogen storage bottles in Zhangjiagang and 50,000 in Shanghai. Internationally, the company is expanding its footprint by forming joint ventures with overseas firms and establishing eight assembly bases across Europe, South America, Oceania, the Middle East, and North Africa [1][2]. Group 2: Technological Innovation and Projects - Guofu Hydrogen Energy has recently signed a $5 million contract with ADVAIT in India for alkaline water electrolysis hydrogen production equipment and core components, marking a shift from single equipment exports to systematic cooperation and industrial layout collaboration [2]. - The company is focusing on technological innovation, with a key project being the off-grid hydrogen production technology, which aims to utilize Xinjiang's abundant wind and solar resources for hydrogen production. The project faces challenges related to the intermittent nature of renewable energy sources, but the company is working with research institutions to address these issues [2]. Group 3: Industry Impact and Local Development - Guofu Hydrogen Energy plays a pivotal role in the hydrogen energy industry in Zhangjiagang, where it has become a partner in attracting investment. The company has announced plans to develop a supply chain base and establish a hydrogen energy industry fund with a total scale of 2 billion yuan to support promising projects [3]. - Zhangjiagang has implemented various policies to foster the development of the hydrogen energy sector, including the establishment of innovation platforms and talent development alliances. The city has nearly 50 hydrogen-related enterprises and actively supports the construction of hydrogen refueling stations and the purchase of hydrogen vehicles [3]. - The practical applications of hydrogen energy in Zhangjiagang include hydrogen buses with a range of over 300 kilometers, hydrogen fuel trucks with a maximum load of 60 tons, and over 500 hydrogen-sharing bicycles. The city has deployed 224 hydrogen fuel cell vehicles, accumulating over 15 million kilometers in operational mileage, and has established five hydrogen refueling stations with a daily refueling capacity of 3.2 tons [4].

Core Viewpoint - Zhongke Fuhai Technology Co., Ltd. has successfully established the first civil liquid hydrogen production, storage, and transportation demonstration project, marking a significant achievement in the hydrogen energy sector [1][2] Group 1: Project Overview - The project is part of the national key research and development plan focusing on renewable energy and hydrogen technology [1] - It involves collaboration with nine institutions, including the Chinese Academy of Sciences and several universities [1] - The project has successfully demonstrated a complete innovation chain covering domestic liquid hydrogen production, storage, transportation, and safety monitoring [2] Group 2: Technological Breakthroughs - Six key core technologies have been successfully developed, including optimization of hydrogen liquefaction processes and integrated heat exchange systems [1] - Technologies for large vacuum liquid hydrogen tanks and safety design under varying temperature loads have been established [1] - The project also includes advanced technologies for efficient compression and rapid refueling based on liquid hydrogen storage [1] Group 3: Industry Impact - The project addresses critical issues related to national self-sufficiency in high-efficiency liquid hydrogen production equipment and related technologies [2] - It aims to promote the large-scale commercialization of hydrogen fuel vehicles and the application of green hydrogen in China [2] - The successful demonstration is expected to enhance the autonomous development of hydrogen energy in aerospace strategic fields [2]

Group 1 - Jinhua City plans to implement several projects over the next five years, focusing on future industries such as general artificial intelligence, synthetic biology, new displays, hydrogen energy, new energy storage, low-altitude economy, and quantum information [1] - By 2024, Jinhua's industrial output value is expected to reach 725 billion yuan, with 18 industrial clusters exceeding 10 billion yuan [1] - Jinhua's future industries are seen as a new engine for high-quality economic development, with key clusters in new energy vehicles, photovoltaics, textiles, and modern hardware exceeding 100 billion yuan [1] Group 2 - Zhejiang Hydrogen Technology Co., Ltd. has established a "zero-carbon factory" in Jinhua, capable of producing 5,000 hydrogen fuel cell engines annually, with over 100 invention patents filed [2] - The opening of the first hydrogen fuel bus demonstration line in Jinhua and the operation of a hydrogen refueling station have filled local market gaps [2] - The company aims to continue research on battery costs and expand into overseas markets, including hydrogen drones and other small power products [2] Group 3 - Jinhua City has developed a comprehensive innovation and entrepreneurship ecosystem, focusing on policy support, talent output, technological innovation, and capital support [3] - The city plans to leverage universities and research institutions to strengthen the foundation for innovation and promote interdisciplinary research in future technologies [3] - New incubation platforms and specialized parks for future industries will be established, with mature parks designated as city-level future industry pilot zones [3]

Core Viewpoint - The city of Daye in Hubei Province is actively developing a comprehensive hydrogen energy industry chain, transitioning from a raw material industrial base to a national clean energy low-carbon application demonstration base, with hydrogen energy as a key driver for future industrial development and economic growth [1]. Group 1: Hydrogen Production and Utilization - Daye's hydrogen production facility generates high-purity hydrogen with a purity of 99.99% [1]. - The integrated hydrogen energy project has a total investment of 3.437 billion yuan, which includes the construction of three green hydrogen production plants, photovoltaic power stations, and hydrogen refueling stations [1]. - The project is expected to produce approximately 4 billion kilowatt-hours of green electricity, 5,000 tons of green hydrogen, and 40,000 tons of oxygen annually, while achieving a daily hydrogen refueling capacity of 7 tons and reducing carbon dioxide emissions by 227,800 tons per year [1]. Group 2: Hydrogen Storage Technology - The underground hydrogen storage research and pilot project in Daye marks a breakthrough in domestic cavern hydrogen storage technology [2]. - The project utilizes abandoned mines as large gas storage facilities, which is both economical and safe [2]. - Daye City collaborates with the Wuhan Institute of Rock and Soil Mechanics of the Chinese Academy of Sciences to transform abandoned mines into "underground hydrogen storage" facilities, achieving a shift from mining voids to energy storage [2]. Group 3: Industry Development and Innovation - A hydrogen energy innovation technology park is being established in Daye Lake High-tech Zone, which will support the intelligent management of the hydrogen energy industry chain through advanced technologies such as information technology, cloud computing, and the Internet of Things [2]. - The technology park aims to attract related enterprises for research and application in the hydrogen energy sector, enhancing the overall development of the hydrogen energy industry [2].

「解码 LP 」系投资界旗下专注 LP 报道公众号，关注各地基金政策，捕捉 LP 最新动态，欢迎关注！ 根据公开信息统计：截至周五下午，本周（5月12日-5月16日）LP动态共30起。 LP 巨无霸母基金要来了 翘首以待。投资界-解码LP获悉，5月1 4日七部门联合印发《加快构建科技金融体制 有力支 撑高水平科技自立自强的若干政策举措》（简称"《政策举措》"），其中重点提及——设 立"国家创业投资引导基金"，将促进科技型企业成长作为重要方向，培育发展战略性新兴 产业特别是未来产业。 至此，这个备受关注的"航母级"引导基金即将诞生。这被视为今年最大创投活水。此前国 家发展改革委主任郑栅洁在全国两会经济主题记者会上透露，国家正在推动设立国家创业投 资引导基金——聚焦人工智能、量子科技、氢能储能等前沿领域，吸引带动地方、社会资本 近1万亿元，基金存续期达到2 0年。 LP 深圳5 0亿基金落地 近日深圳市半导体与集成电路产业投资基金——"赛米产业私募基金"完成工商登记注册， 总规模5 0亿元。 备受关注的是出资方——该基金由深圳市引导基金、深圳市龙岗区引导基 金、重投资本、深创投共同发起设立。其中，管理机构为深圳市 ...

证券代码：830974 证券简称：凯大催化 公告编号：2025-032 □新闻发布会 杭州凯大催化金属材料股份有限公司 投资者关系活动记录表 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记载、 误导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承担个别及连 带法律责任。 一、 投资者关系活动类别 □特定对象调研 √业绩说明会 □媒体采访 □现场参观 □分析师会议 □路演活动 □其他 二、 投资者关系活动情况 活动时间：2025 年 5 月 15 日 活动地点：杭州凯大催化金属材料股份有限公司(以下简称"公司")通过全 景网"投资者关系互动平台"（http://ir.p5w.net）采用网络方式召开 2024 年年度报告业绩说明会。 参会单位及人员：通过网络方式参与公司 2024 年年度报告业绩说明会的投 资者。 上市公司接待人员：公司董事长：姚洪先生；公司董事、总经理：林桂燕女 士；公司财务负责人：姚文轩先生；公司董事会秘书：鱼海容先生；国金证券股 份有限公司保荐代表人：付芋森先生。 三、 投资者关系活动主要内容 公司就投资者在本次说明会中提出的问题进行了回复，主要问题及回复如 下： ...

Group 1: Business Layout - The company confirmed that it is not involved in industrial robotics business, except for smart logistics delivery vehicles [1] - Currently, there is no business related to drone engines, but the company has increased its investment in Kunming Yunnei Intelligent Equipment Co., which includes sales of intelligent unmanned aerial vehicles [1][2] Group 2: Performance and Financials - The company has reported a significant loss of 800 million in the fourth quarter for four consecutive years, attributed to asset impairment and provisions [2] - In 2024, the company improved the gross margin of single-engine units through technological upgrades, but the fourth-quarter loss was impacted by industry business policies and year-end asset impairment provisions [2] Group 3: Future Strategy - The company is facing challenges in the commercial vehicle market and aims to enhance management and foster emerging businesses for transformation [2] - The company is currently under investigation by the China Securities Regulatory Commission, with no results available yet [2]

证券代码：301591 证券简称：肯特股份 南京肯特复合材料股份有限公司 2、公司阀门密封件产品主要应用在哪些领域？是 否存在国产替代？ 公司阀门密封件及组配件主要应用于流体控制、压 缩机、风电、核电等各个领域，公司产品一直以来以国 产替代为业务发展主旋律，利用公司对材料应用的技术 积累为客户长期提供高性能解决方案，提供材料选型、 配方设计、定制化工艺及生产，同时配合逆向工程攻克 国产替代项目难点、痛点，为客户实现经济效益。 3、公司应用在汽车领域的应用的产品是什么，客 户有哪些？ 投资者关系活动记录表 2024 年度暨 2025 年第一季度业绩说明会 编号：2025-001 投资者关系活动类别 □特定对象调研 □媒体采访 □新闻发布会 □现场参观 □其他 □分析师会议 ☑业绩说明会 □路演活动 参与单位名称 投资者网上提问 时间 2025 年 05 月 16 日 15:00-16:00 地点 公司通过东方财富路演中心 （http://roadshow.eastmoney.com/luyan/4715546）采用网 络远程的方式召开业绩说明会 上市公司接待人员 姓名 1、董事长：杨文光先生 2、董事兼总经理： ...