Core Viewpoint - The company has acquired core technology for liquid hydrogen refueling stations and is capable of providing solutions for both liquid hydrogen storage and hydrogen refueling stations, aligning with national hydrogen infrastructure policies [1] Group 1: Company Capabilities - The company possesses the ability to design, manufacture core equipment, and deliver liquid hydrogen refueling stations [1] - It offers two main solutions: liquid hydrogen storage type hydrogen refueling stations for high-pressure scenarios and liquid hydrogen storage type liquid hydrogen refueling stations aimed at heavy transportation, low-altitude, and aerospace applications [1] Group 2: Industry Context - The company plans to participate in the construction and operation of liquid hydrogen refueling stations as national hydrogen infrastructure policies accelerate [1] - The initiative aims to contribute to the establishment of a safe, efficient, and low-cost hydrogen refueling network [1]

【纠错】 【责任编辑:赵文涵】 目前，自贸港建设基金已构建起多层次资本联动体系。截至2025年11月，自贸港建设基金在管子基 金达26只，子基金规模208.76亿元，其中自贸港建设基金认缴80.39亿元，撬动社会资本认缴128.37亿 元。 据介绍，未来在产业布局上，自贸港建设基金将重点聚焦生物制造、氢能、脑机接口、具身智能等 前沿细分赛道，同时通过"技术孵化—资本赋能—生态协同"模式，联动高校科研院所、产业链"链主"企 业、新型研发机构，为企业搭建技术转化与产业合作平台，助力企业攻克核心技术、拓展市场空间。 （记者 王存福） 近日，经海南省政府批准，海南自由贸易港建设投资基金注册资本金由100亿元增至200亿元，实现 规模翻倍。 海南省财政厅相关负责人表示，此次增资扩募是海南自贸港全岛封关运作后金融领域的重要举措， 将为企业发展与市场优化提供全方位支撑。 ...

格隆汇1月5日丨金帝股份(603270.SH)公布，公司与保时来新材料科技（苏州）有限公司（简称"保时 来"）签署了《战略合作框架协议》，本着"平等互利、优势互补、长期合作、共同发展"的原则，希望 通过战略合作，整合公司在氢能源部件的研发制造优势与保时来在电极、镍网等产品的技术优势，通过 在市场、产品、技术及资本层面的深度合作，共同打造在氢能等领域具有核心竞争力的协同产品，实现 优势互补、合作共赢。 ...

内容概况：当前，中国冷却泵行业正处于从传统基础件向现代化、智能化关键装备转型升级的关键阶 段。2024年，中国冷却泵行业市场规模约为327亿元，同比增长5.14%。现阶段，以人工智能、半导 体、储能、氢能为代表的新兴战略性产业，对高效、精密的冷却系统提出了全新要求，正在为行业开辟 广阔的增量市场空间。 相关上市企业：南方泵业（300145）、飞龙股份（002536）、凌霄泵业（002884）、圣龙股份 （603178） 相关企业：新界泵业股份有限公司、利欧集团股份有限公司、南方精工股份有限公司、襄阳汽车轴承股 份有限公司浙江卧龙电机股份有限公司、太原钢铁（集团）有限公司、青山控股集团有限公司、中国铝 业集团有限公司、万华化学集团股份有限公司、荣盛石化股份有限公司、中国宝武钢铁集团有限公司、 鞍钢集团有限公司、比亚迪股份有限公司、上海汽车集团股份有限公司 关键词：冷却泵、冷却泵市场规模、冷却泵行业现状、冷却泵发展趋势 一、行业概述 冷却泵是用于输送冷却液以降低设备或系统温度的核心装置，其主要功能是将冷却介质从热源（如发动 机、压缩机、工业设备）输送至散热装置（如冷却塔、散热器、热交换器），实现热量的转移与排放， ...

Core Viewpoint - The company has successfully delivered a total of 424 sets of onboard high-pressure hydrogen supply systems for fuel cell buses in Guangzhou, China, as part of a green low-carbon public transportation demonstration project [1] Group 1: Delivery and Product Features - The delivered hydrogen supply systems are independently developed and manufactured by the company, characterized by high safety, strong reliability, and excellent environmental adaptability [1] - This delivery supports the largest hydrogen fuel cell bus project in China, enhancing the company's market position in the hydrogen transportation industry [1] Group 2: Strategic Importance and Market Impact - The successful delivery marks a significant commercial cooperation milestone, establishing reliable business connections and collaboration models between the company, leading enterprises in Guangdong Province, and government agencies [1] - This initiative is part of the company's long-term strategy for hydrogen energy deployment in the Pearl River Delta region, which is expected to positively impact the company's operational and financial performance based on the audited financial statements to be published [1]

Core Viewpoint - The skepticism surrounding the commercialization of controlled nuclear fusion is diminishing due to advancements in high-temperature superconductors, increased commercial investments, and rapid developments in artificial intelligence, making the dream of ultimate energy more attainable [1]. Group 1: Industry Developments - The global race for "artificial sun" represents a multidimensional competition involving strategic determination, endurance, and strength, as controlled nuclear fusion transitions from basic research to engineering practice and commercial application [3]. - Shanghai Electric is one of the leading manufacturers of core equipment for nuclear fusion systems in China, having participated in major domestic and international fusion device constructions such as EAST, CRAFT, BEST, and ITER [3][5]. - The matrix of fusion devices covers various technological routes and engineering stages, providing Shanghai Electric with a significant competitive advantage in the fusion technology landscape [5]. Group 2: Technological Advancements - Shanghai Electric has a long history of involvement in fusion technology, dating back to the 1980s when it supplied two sets of pulse generator units for China's first Tokamak device [6]. - In 2025, significant breakthroughs in domestic fusion research devices are expected, including the achievement of a fusion triple product of 10^20 for the HL-3 device and the installation of key components for the BEST device [6]. - The company has developed the world's largest toroidal field magnet coil box, which is 21 meters high and weighs 400 tons, showcasing its advanced manufacturing capabilities [7]. Group 3: Strategic Initiatives - In July 2023, China Fusion Energy Co., a major player in fusion engineering, was established with a registered capital of 15 billion yuan, indicating a strategic move towards fusion commercialization [8]. - Shanghai Electric's long-term investments in cutting-edge technologies are expected to yield competitive advantages and collaborative synergies in the fusion energy sector [10]. - The company aims to explore new thermal conversion systems and efficient heat exchange devices while advancing into the supply of main equipment for controlled nuclear fusion [11]. Group 4: Future Outlook - The Chinese government has included nuclear fusion energy in its 14th Five-Year Plan, indicating a clear policy direction and stable long-term expectations for the industry [12]. - The industry is currently in the "burning experiment" phase, with plans to enhance plasma parameters significantly by the end of 2027 and to develop the first engineering experimental reactor by around 2035 [12]. - Shanghai Electric is committed to deepening its involvement in the national fusion strategy and accelerating the transition of fusion technology from laboratory feasibility to industrial application [13].

人民财讯12月31日电，蜀道装备(300540)近日接受机构调研时表示，公司当前聚焦火箭推进剂级液态甲 烷装备的研发与交付，同时公司空分装置及氢能业务领域的液氢产品可适配航天场景。目前，公司正与 国内两家航天基地的相关企业开展气体设备的供应业务，一是公司交付某合作方的火箭推进剂级液态甲 烷生产装置已建设完成，待合作方其他配套设置建设完成后启动联动调试，该装置将为国内商业航天企 业提供服务；二是公司成功获取酒泉航天产业园配套液体空分装置项目订单，作为园区关键配套装置， 设备交付业主方投运后可为航天发射场稳定长期供应氧气、氮气、氩气等高纯液态、气态产品。 转自：证券时报 ...

到2030年将电动汽车和混合动力汽车出口量提高一倍以上。通过此次中长期投资，现代汽车集团将获取 企业的未来增长动力，同时培育人工智能和机器人产业并发展绿色能源生态圈。 日前，现代汽车集团董事长表示，公司计划从2026年至2030年在韩国投资125万亿韩元（约862亿美 元）。这远超现代汽车集团2021年至2025年在本土投资规模（89.1万亿韩元），创历史新高。投资领域 分别包括，人工智能、软件定义汽车(SDV)、电动化、机器人科学、氢能等未来新项目领域（50.5万亿 韩元）；未来移动出行的研发（38.5万亿韩元）；建设和维修设施（36.2万亿韩元）。 ...

（来源：市场星报） 12月29日，央视"焦点访谈"播出《"聚"力攻坚 追光逐日》，聚焦合肥可控核聚变能大科学装置。 我们的生活离不开能源。在"十五五"规划建议中，有两位"能源新秀"被列为未来产业，那就是氢能和核 聚变能。 位于合肥市西郊的科学岛，面积不足3平方公里，却是中国核聚变研究的策源地与主阵地。2025年，在 这里有关核聚变的研究捷报频传。1月，"东方超环"（EAST）终于创下1亿摄氏度1066秒稳态长脉冲高 约束模等离子体运行的世界纪录；5月，中国下一代紧凑型聚变实验装置工程（BEST）的总装正式启 动；2025年年底，聚变堆主机关键系统综合研究设施（CRAFT）进入全面建成收尾阶段。三箭齐发， 一个世界级核聚变研究装置集群正在形成。 ...

Group 1 - The global energy landscape is undergoing structural and technological transformations, with a focus on clean, electrified, and intelligent energy systems, necessitating deepened international cooperation [3] - The establishment of the International Oil and Gas Cooperation Working Committee aims to connect domestic and international stakeholders, promote practical project collaboration, and support national energy diplomacy and corporate globalization [3] - Continuous collaboration in the oil and gas sector is essential to strengthen global energy security, foster technological innovation, and support green low-carbon development [5] Group 2 - Southeast Asia is projected to see an annual electricity demand growth of over 5% by 2030, highlighting the need for significant investment in clean energy, while facing talent and funding gaps in key technology areas [8] - China and Arab countries are experiencing a historic peak in energy cooperation, with stable trade growth and increased investment in green and high-tech sectors, reflecting a shift away from a US-centric global economic structure [11] - Africa's energy transition is hindered by insufficient investment, with over 640 million people lacking electricity, necessitating deeper international cooperation, particularly with China, to attract investment and support clean energy development [12] Group 3 - Russia's updated energy strategy aims for a trillion-dollar energy status by 2050, focusing on policy adjustments and expanding cooperation with China and other global southern countries to ensure strategic goals are met [13] - The "Belt and Road" initiative emphasizes China's dual role in ensuring energy security and promoting global energy accessibility through technological innovation, despite challenges in target regions [15] - Chinese enterprises are actively engaging in local energy transition projects along the "Belt and Road," enhancing clean energy capacity and reducing costs for host countries while fostering local talent [16]