肩负人民重托，怀揣发展良策，1月24日，出席省十四届人大四次会议的人大代表陆续抵郑，向大会报 到。未来几天，代表们将以饱满的政治热情、昂扬的精神状态、务实的工作作风，为推动我省高质量发 展高效能治理谏真言、献良策。 今年是"十五五"开局之年，如何把更多的"民生愿景"变为百姓的"幸福实景"，是代表们关注的焦点。省 人大代表南淑清建议，要坚持"双碳"引领全面绿色转型，强化区域间的协同治理，持续推进重点行业超 低排放改造和挥发性有机物全流程综合治理，推动环境空气质量不断改善，共绘天蓝、地绿、水清的美 丽河南画卷。 "积极融入服务全国统一大市场建设，持续扩大对内对外开放，离不开法治固根本、稳预期、利长远的 保障作用。"省人大代表杨新涛建议，要协同发力确保《河南省优化营商环境条例》高效施行，进一步 优化市场环境、优化政务服务、优化监督机制等，深入推进市场准入壁垒清理，以法治之力推动融入服 务全国统一大市场建设。 "智慧农业是农业现代化的核心引擎。作为农业大省，要精准施策，推动智慧农业向'实效赋能'转 型。"省人大代表袁建生建议，要吸纳农户等主体参与智慧农业的规划，推行"建设—运营一体化"模 式，强化技术支撑，深化数据利 ...

隆基绿能在2025年员工持股计划中提出相应考核目标，其中要求2026年度归属于上市公司股东 的净利润为正数，2027年度和2028年度归属于上市公司股东的净利润分别不低于30亿元和60 亿元。 但需要注意的是，要实现制定的经营目标难度并不低。晶澳科技目前尚未披露2025年度净利 润，但从归属净利润指标看，公司去年亏损预计45亿—48亿元。2024年度，公司归属净利润亏 损46.56亿元，以2025年度亏损下限计算，该指标减亏幅度约为3.35%。 在光伏行业普遍预告续亏的"寒冬"中，龙头企业仍然坚持亮出利润转正的时间表。昨日晚间，天合 光能发布2026年限制性股票激励计划（草案）。 其中在业绩考核要求中提到，2026年业绩考核目标 为净利润不低于2亿元。 具体来看，首次授予的限制性股票及预留授予的限制性股票的要求还包括：2027年净利润不低 于32亿元，或2026年-2027年净利润累计值不低于34亿元；2028年净利润不低于62亿元，或 2026年-2028年净利润累计值不低于96亿元。 激励计划（草案）显示，此次激励计划拟授予限制性股票总计2800.76万股，约占公司总股本 的1.20%。其中首次授予252 ...

Core Insights - Elon Musk announced at the Davos Forum that establishing solar-powered AI data centers in space is a clear choice, with Tesla and SpaceX planning to build a combined solar manufacturing capacity of 200GW over the next three years, significantly exceeding market expectations [1] - The solar capacity will primarily support ground data centers and low-orbit solar AI satellites, indicating a new expansion opportunity for the global photovoltaic industry [1] Group 1: Company Positioning - Dongfang Risen is positioned as a leading enterprise in the renewable energy sector, with strong technological accumulation and commercialization capabilities, making it a preferred supplier for downstream core customers [1][2] - The company has developed a 50μm ultra-thin p-type heterojunction (HJT) battery that has been successfully delivered in bulk, showcasing outstanding performance in lightweight and radiation resistance, making it suitable for low-orbit satellite energy systems [2] - Dongfang Risen's HJT battery has a shipment history of three years, with cumulative shipments reaching several tens of thousands of pieces, solidifying its competitive edge in the space photovoltaic sector [2] Group 2: Technological Advancements - The perovskite tandem battery developed by Dongfang Risen has achieved a conversion efficiency of 30.99%, significantly surpassing current mainstream photovoltaic battery efficiency levels, providing ample room for technological evolution in the space photovoltaic field [2] - The compatibility between HJT technology and perovskite tandem technology can significantly reduce costs associated with future technological iterations and capacity upgrades [2] Group 3: Market Opportunities - The concept of space data centers, as proposed by Musk, could generate over 800GW of demand for space photovoltaic installations, exceeding the current annual new installation capacity of ground photovoltaic systems, presenting significant growth opportunities for Dongfang Risen [3] - The rapid development of global data centers driven by AI technology is increasing energy consumption, making renewable energy sources like photovoltaic power crucial for meeting new electricity demands [3] Group 4: Production Capacity and Reliability - Dongfang Risen's annual photovoltaic module production capacity has reached 40GW, with ongoing technological breakthroughs expected to push HJT cell efficiency beyond 26.60% and module efficiency beyond 24.70% by mid-2025 [4] - The company has achieved a first-year power degradation rate of no more than 1.00%, with subsequent annual degradation rates not exceeding 0.3% for the next 30 years, indicating high reliability [4] Group 5: Strategic Development - Dongfang Risen is expanding its strategic vision by focusing on both ground and space photovoltaic sectors, aiming for a dual-track development strategy that optimizes business structure and broadens profit margins [5]

供给扰动预期升温， 黑色系延续底部震荡 钢材周报 2026/01/24 0755-23375155 zhaoh3@wkqh.cn 陈张滢（黑色建材组） 从业资格号：F03098415 交易咨询号：Z0020771 赵航 （联系人） 从业资格号：F03133652 CONTENTS 目录 01 周度评估及策略推荐 04 成本端 02 期现市场 01 周度评估及策略推荐 周度小结 ◆ 供应：本周铁水产量为228.1万吨，受到包钢爆炸事件影响，部分钢厂产量受到影响，产量略低于上周预期。螺纹钢产量为 199.55 万吨， 环比 +4.86%，同比 +14.60%，产量出现明显回升。长流程产量为 166.26 万吨，环比 +6.35%，同比 -1.26%，在利润尚可的背景下阶段性 回升；短流程产量为 33.29 万吨，环比 -1.97%，同比大幅增长，整体仍处于相对高位但边际略有回落。铁水产量为 228.10 万吨，环比 持平，同比 +1.18%，高炉端整体运行相对平稳。利润方面，钢厂盈利率为 40.69%，较前期小幅改善。华东地区螺纹高炉利润约 65 元/吨， 处于中性偏低水平；谷电利润为 44 元/吨，较前期有所收 ...

1. Report's Investment Rating for the Industry - There is no information provided regarding the report's investment rating for the industry. 2. Core Views of the Report - In the short - term, both manganese - silicon and silicon - iron lack a clear trend and will continue to fluctuate. The market is waiting for a driving force to move upwards [1][77]. - The overall sentiment for commodities is expected to continue in a bullish direction, but the current market focus is on precious metals, non - ferrous metals, and lithium carbonate. The black metal sector currently lacks capital interest [16][95]. - The supply - demand situation of manganese - silicon is not ideal, with a loose structure, high inventory, and weak downstream demand in the building materials industry. However, these factors are mostly priced in. The supply - demand of silicon - iron is generally balanced and has marginal improvement [16][95]. - The future market trends of manganese - silicon and silicon - iron will be influenced by the direction of the black metal sector and market sentiment, as well as cost increases from manganese ore in the manganese - silicon segment and supply contractions (or contraction expectations) due to losses or the "dual carbon" policy in the silicon - iron segment [16][95]. 3. Summary by Directory 3.1 Manganese - Silicon Report 3.1.1 Week - on - Week Assessment and Strategy Recommendation - Last week, the manganese - silicon futures price showed a trend of hitting the bottom and then rebounding, continuing to fluctuate, with a week - on - week decrease of 4 yuan/ton or - 0.07%. Technically, it lacks a clear trend and is in a consolidation phase. Pay attention to the resistance at 6000 yuan/ton and 6250 yuan/ton and the support at 5800 yuan/ton and 5700 yuan/ton [13]. - The Tianjin 6517 manganese - silicon spot price was 5700 yuan/ton, down 20 yuan/ton week - on - week; the futures main contract (SM605) closed at 5856 yuan/ton, up 28 yuan/ton week - on - week; the basis was 34 yuan/ton, down 48 yuan/ton week - on - week, and the basis rate was 0.580%, at a relatively neutral level [15][21]. - The estimated immediate profit of manganese - silicon remained low, with Inner Mongolia at - 396 yuan/ton (down 41 yuan/ton week - on - week), Ningxia at - 631 yuan/ton (down 31 yuan/ton week - on - week), and Guangxi at - 475 yuan/ton (down 100 yuan/ton week - on - week) [15][26]. - The estimated immediate cost of manganese - silicon in Inner Mongolia was 6076 yuan/ton (down 29 yuan/ton week - on - week), 6201 yuan/ton in Ningxia (down 29 yuan/ton week - on - week), and 6225 yuan/ton in Guangxi (unchanged week - on - week) [15][31]. - The weekly output of manganese - silicon was 19.11 tons, up 0.06 tons week - on - week, basically stable, and the cumulative weekly production decreased by about 4.28% compared with the same period last year [15][45]. - The weekly output of rebar was 199.55 tons, up 9.25 tons week - on - week. The daily average pig iron output was 228.10 tons, up 0.09 tons week - on - week [15][59]. - The estimated visible inventory of manganese - silicon was 56.47 tons, up 0.3 tons week - on - week, and the visible inventory remained at a high level compared to the same period [15][70]. 3.1.2 Futures and Spot Market - The Tianjin 6517 manganese - silicon spot price was 5700 yuan/ton, down 20 yuan/ton week - on - week; the futures main contract (SM605) closed at 5856 yuan/ton, up 28 yuan/ton week - on - week; the basis was 34 yuan/ton, down 48 yuan/ton week - on - week, and the basis rate was 0.580%, at a relatively neutral level [21]. 3.1.3 Profit and Cost - The estimated immediate profit of manganese - silicon remained low, with Inner Mongolia at - 396 yuan/ton (down 41 yuan/ton week - on - week), Ningxia at - 631 yuan/ton (down 31 yuan/ton week - on - week), and Guangxi at - 475 yuan/ton (down 100 yuan/ton week - on - week) [25][26]. - As of January 23, 2026, South African ore was reported at 36.2 yuan/ton - degree (down 0.3 yuan/ton - degree week - on - week), Australian ore at 41.6 yuan/ton - degree (down 0.4 yuan/ton - degree week - on - week), Gabonese ore at 42.7 yuan/ton - degree (down 0.6 yuan/ton - degree week - on - week), and the market price of off - grade metallurgical coke was 1185 yuan/ton, unchanged week - on - week [28]. - The estimated immediate cost of manganese - silicon in Inner Mongolia was 6076 yuan/ton (down 29 yuan/ton week - on - week), 6201 yuan/ton in Ningxia (down 29 yuan/ton week - on - week), and 6225 yuan/ton in Guangxi (unchanged week - on - week) [31]. - In December, the manganese ore import volume was 327.4 tons, up 58 tons month - on - month and up 72.3 tons year - on - year. The cumulative import volume from January to December was 3284.2 tons, a cumulative year - on - year increase of 356 tons or 12.17% [34]. - As of January 16, 2026, the manganese ore port inventory continued to decline, reporting 421.8 tons, up 4.3 tons week - on - week. Among them, the total Australian manganese ore port inventory was 71.1 tons, up 2.0 tons week - on - week, and the total high - grade manganese ore port inventory was 129.2 tons, up 5.1 tons week - on - week [37][40]. 3.1.4 Supply and Demand - As of January 23, 2026, the weekly output of manganese - silicon was 19.11 tons, up 0.06 tons week - on - week, basically stable, and the cumulative weekly production decreased by about 4.28% compared with the same period last year. In December 2025, the output of manganese - silicon was 84.35 tons, down 0.53 tons month - on - month, and the cumulative output from January to December decreased by 2.21 tons or 0.22% year - on - year [45]. - The Hebei Steel Group's manganese - silicon tender volume in January 2026 was 17000 tons, up 2300 tons month - on - month; the tender price was 5920 yuan/ton, up 150 yuan/ton month - on - month [56]. - As of January 23, 2026, the weekly apparent consumption of manganese - silicon was 11.68 tons, up 0.11 tons week - on - week. The weekly output of rebar was 199.55 tons, up 9.25 tons week - on - week. The daily average pig iron output was 228.10 tons, up 0.09 tons week - on - week [59][62]. - In December 2025, the national crude steel output was 6818 tons, down 172 tons month - on - month and down 782 tons year - on - year. The cumulative crude steel output from January to December was 950 million tons, a cumulative year - on - year decrease of 4122 tons or 4.16% [62]. - As of January 23, 2026, the steel mill profitability rate increased by 0.86 pct week - on - week to 40.69%, showing a recovery [63]. 3.1.5 Inventory - As of January 23, 2026, the estimated visible inventory of manganese - silicon was 56.47 tons, up 0.3 tons week - on - week, and the visible inventory remained at a high level compared to the same period [70]. - The inventory of 63 sample enterprises in the Steel Union's statistics was 37.3 tons, up 0.02 tons week - on - week [73]. - In December, the average available days of manganese - silicon in steel mills was 15.52 days, down 0.32 days month - on - month. The available days of steel mill inventory decreased slightly month - on - month and remained at a relatively low level compared to the same period [76]. 3.2 Silicon - Iron Report 3.2.1 Week - on - Week Assessment and Strategy Recommendation - Last week, the silicon - iron futures price showed a trend of hitting the bottom and then rebounding, continuing to fluctuate, with a week - on - week decrease of 76 yuan/ton or + 1.37%. Technically, it lacks a clear short - term trend. Pay attention to the resistance at 5850 yuan/ton and 6000 yuan/ton and the support at 5500 yuan/ton and 5450 yuan/ton [91]. - The daily average pig iron output was 228.10 tons, up 0.09 tons week - on - week. The cumulative output of magnesium metal from January to December 2025 was 87.31 tons, a cumulative year - on - year decrease of 0.36 tons or 0.41% [92]. - The cumulative export volume of silicon - iron from January to December 2025 was 40.09 tons, a year - on - year decrease of 2.79 tons or 6.50% [92]. - The estimated visible inventory of silicon - iron was 11.32 tons, down 0.29 tons week - on - week. The inventory continued to decline and remained at a relatively low - to - neutral level compared to the same period [93][139]. - The Tianjin 72 silicon - iron spot price was 5850 yuan/ton, up 50 yuan/ton week - on - week; the futures main contract (SF603) closed at 5652 yuan/ton, up 82 yuan/ton week - on - week; the basis was 198 yuan/ton, down 32 yuan/ton week - on - week, and the basis rate was 3.38%, at a relatively high level [94][100]. - The estimated immediate profit of silicon - iron in Inner Mongolia was - 223 yuan/ton (up 10 yuan/ton week - on - week), - 290 yuan/ton in Ningxia (down 20 yuan/ton week - on - week), and - 797 yuan/ton in Qinghai (unchanged week - on - week) [94][104]. - The estimated production cost in the main production areas: 5553 yuan/ton in Inner Mongolia (unchanged week - on - week), 5590 yuan/ton in Ningxia (unchanged week - on - week), and 6097 yuan/ton in Qinghai (unchanged week - on - week) [94][111]. - The weekly output of silicon - iron was 9.84 tons, down 0.02 tons week - on - week, basically stable, and at a low level compared to the same period [94][116]. 3.2.2 Futures and Spot Market - The Tianjin 72 silicon - iron spot price was 5850 yuan/ton, up 50 yuan/ton week - on - week; the futures main contract (SF603) closed at 5652 yuan/ton, up 82 yuan/ton week - on - week; the basis was 198 yuan/ton, down 32 yuan/ton week - on - week, and the basis rate was 3.38%, at a relatively high level [100]. 3.2.3 Profit and Cost - The estimated immediate profit of silicon - iron in Inner Mongolia was - 223 yuan/ton (up 10 yuan/ton week - on - week), - 290 yuan/ton in Ningxia (down 20 yuan/ton week - on - week), and - 797 yuan/ton in Qinghai (unchanged week - on - week) [104]. - As of January 23, 2026, the silicon stone price in the northwest region was 210 yuan/ton, unchanged week - on - week, and the semi - coke small material price was 780 yuan/ton, unchanged week - on - week [108]. - The estimated production cost in the main production areas: 5553 yuan/ton in Inner Mongolia (unchanged week - on - week), 5590 yuan/ton in Ningxia (unchanged week - on - week), and 6097 yuan/ton in Qinghai (unchanged week - on - week) [111]. 3.2.4 Supply and Demand - As of January 23, 2026, the weekly output of silicon - iron was 9.84 tons, down 0.02 tons week - on - week, basically stable, and at a low level compared to the same period. In December 2025, the output of silicon - iron was 45.42 tons, down 1.69 tons month - on - month, and the cumulative output from January to December decreased by 3.77 tons or 0.67% year - on - year [116]. - The Hebei Steel Group's 75B silicon - iron alloy tender volume in January 2026 was 3313 tons, up 563 tons month - on - month and up 1130 tons year - on - year. The tender price in January was 5760 yuan/ton, up 100 yuan/ton month - on - month [122]. - As of January 23, 2026, the daily average pig iron output was 228.10 tons, up 0.09 tons week - on - week. In December 2025, the national crude steel output was 6818 tons, down 172 tons month - on - month and down 782 tons year - on - year. The cumulative crude steel output from January to December was 950 million tons, a cumulative year - on - year decrease of 4122 tons or 4.16% [125]. - The cumulative output of magnesium metal from January to December 2025 was 87.31 tons, a cumulative year - on - year decrease of 0.36 tons or 0.41%. As of January 23, 2026, the magnesium metal price in Fugu area was 16250 yuan/ton, down 300 yuan/ton week - on - week [128]. - The cumulative export volume of silicon - iron from January to December 2025 was 40.09 tons, a year - on - year decrease of 2.79 tons or 6.50%. As of January 23, 2026, the estimated export profit of silicon - iron was - 91 yuan/ton, still at a low level compared to the same period [131]. - The cumulative overseas crude steel output from January to November 2025 was 767 million tons, a cumulative year - on - year increase of 170 tons or 0.22% [132]. 3.2.5 Inventory - As of January 23, 2026, the estimated visible inventory of silicon - iron was 11.32 tons, down 0.29 tons week - on - week. The inventory continued to decline and remained at a relatively low - to - neutral level compared to the same period [139]. - In December, the average available days of silicon - iron in steel mills was 15.41 days, down 0.39 days month - on - month. The raw material inventory of steel mills decreased slightly month - on - month and remained at a relatively low level compared to the same period [142].

Investment Rating - The coal industry maintains a rating of "stronger than the market" [7] Core Views - The report emphasizes that the goal is to reverse the Producer Price Index (PPI) through measures against excessive competition, with seasonal demand during the "peak winter" period leading to a 1.3% increase in coal mining and washing prices, contributing to a 0.2% rise in PPI for three consecutive months [5][6] - The coal supply elasticity is limited due to strict capacity control under carbon neutrality policies, increasing mining difficulty, and a shift of production capacity towards the western regions, which raises supply costs [5] - Despite a weak macroeconomic environment affecting coal demand, the rigid supply and rising costs are expected to support coal prices, which are likely to remain in a fluctuating pattern [5] Summary by Sections Coal Market Overview - As of January 23, the Qinhuangdao 5500K thermal coal price is 685 CNY/ton, down 10 CNY/ton week-on-week, with a daily average production of 5.41 million tons from 462 sample mines, a decrease of 57,000 tons week-on-week [3][31] - The average daily consumption of the six major power plants increased significantly to 884,000 tons, with a slight decrease in inventory [3][41] Coking Coal - As of January 23, the price of main coking coal at Jingtang Port is 1800 CNY/ton, up 30 CNY/ton week-on-week, while the average daily production of coking coal from 523 sample mines is 770,000 tons, a slight increase [4][79] - The daily average iron output in China is 2.282 million tons, showing a year-on-year increase of 1.2% [4][79] Investment Opportunities - The report suggests focusing on companies with strong resource endowments and stable operating performance, such as China Shenhua, China Coal Energy, and Shaanxi Coal and Chemical Industry [6] - Companies with production growth potential benefiting from the coal price cycle, such as Yanzhou Coal Mining, Huayang Co., and Gansu Energy, are also recommended [6] - Companies with global resource scarcity attributes, such as Huaibei Mining and Shanxi Coking Coal, are highlighted for their long-term supply tightness benefits [6]

智通财经1月24日讯（记者 刘梦然）在光伏行业普遍预告续亏的"寒冬"中，龙头企业仍然坚持亮出利润 转正的时间表。昨日晚间，天合光能（688599.SH）发布2026年限制性股票激励计划（草案）。其中在 业绩考核要求中提到，2026年业绩考核目标为净利润不低于2亿元。 具体来看，首次授予的限制性股票及预留授予的限制性股票的要求还包括：2027年净利润不低于32亿 元，或2026年-2027年净利润累计值不低于34亿元；2028年净利润不低于62亿元，或2026年-2028年净利 润累计值不低于96亿元。 激励计划（草案）显示，此次激励计划拟授予限制性股票总计2800.76万股，约占公司总股本的1.20%。 其中首次授予2520.68万股，占总股本的1.08%，占本次授予总量的90%；预留部分280.08万股占本次授 予总量的10%。 从历年财报看，天合光能在2023年实现归属净利润55.27亿元，创下上市以来最好成绩。自2020年提 出"双碳"目标，以及在全球能源替代趋势下，公司业绩曾多年高速增长。choice数据显示，其2020 年-2023年归属净利润增速分别达到91.90%、46.77%、104.03%和 ...

Core Viewpoint - The article highlights the increasing collaboration between central enterprises (央企) and local governments in Guangdong, emphasizing the establishment of new companies and projects that contribute to the local economy and strategic development in various sectors [1][4]. Group 1: Central Enterprises' Activities in Guangdong - In 2025, at least 25 central enterprises (including subsidiaries) established new companies in Guangdong, indicating a strong trend of investment and long-term commitment to the region [2][4]. - The establishment of new companies by central enterprises is seen as a strategic move to foster long-term growth and development in Guangdong, particularly in the Greater Bay Area [1][4]. - Notable companies established include Guangdong Cangyue Direct Current Power Operation Co., Ltd. and China Resources Recycling Group, which focus on energy, environmental protection, and urban development [2][4]. Group 2: Investment Trends and Focus Areas - Central enterprises are increasingly investing in strategic emerging industries, with an annual investment growth rate exceeding 20%, aligning with Guangdong's rich application scenarios and innovative regulatory environment [8][10]. - The focus on low-altitude economy and green technology is evident, with companies like FAW Qiyu and China Rare Earth Group establishing operations in Shenzhen to support these sectors [8][9]. - The collaboration between central enterprises and local governments is seen as a way to enhance resource allocation and promote sustainable development, particularly in carbon management and recycling industries [9][10]. Group 3: Economic Impact and Future Outlook - The establishment of new companies and projects by central enterprises is expected to significantly impact local economies, providing resources, technology, and management expertise [1][4]. - The ongoing trend of central enterprises setting up in Guangdong reflects a recognition of the region's business environment and market potential, signaling a commitment to long-term partnerships [6][10]. - As central enterprises continue to expand their presence in Guangdong, the collaboration is likely to deepen, fostering innovation and economic growth across various sectors [6][10].

Group 1 - The company, Teruid, is advancing its global strategy by planning to issue H-shares for listing on the Hong Kong Stock Exchange to enhance its international brand image and competitiveness [3] - Teruid was founded in 2004 and became the first company listed on the Growth Enterprise Market in 2009, currently holding a market value exceeding 30 billion and employing over 7,000 people [3][4] - The company operates in three main sectors: high-end box-type power equipment manufacturing, automotive charging ecosystem, and new energy microgrids [4] Group 2 - Teruid is a key participant and developer of technical standards for power products in China, providing services across various industries including state grids, railways, and data centers [4] - The company’s subsidiary, Telai Electric, is the largest operator of charging networks in China, managing 898,755 public charging facilities, which accounts for 18.88% of the market share [5] - In the context of carbon neutrality, Teruid offers customized full power system solutions for large industrial clients in the battery supply chain, with products utilized in projects by major companies like CATL and BYD [5]

在新一轮科技革命和产业变革背景下，氢能已成为推动世界能源转型与绿色发展的新动力。此前召开的 2026年全国能源工作会议强调，前瞻布局氢能等未来产业。这既是建设能源强国、加快构建新型能源体 系的重要举措，也是坚持"双碳"引领、推动全面绿色转型的重要路径。 目前，已有超过60个国家和地区公布氢能发展战略，多个国家和地区正加快推进可再生能源制氢（绿 氢）项目落地，氢能赛道的国际竞争日趋激烈。作为氢能生产、消费规模均居世界首位的国家，我国近 年来不断完善氢能政策体系，在电解槽制造、布局和成本方面优势明显，电解水制氢新增产能占全球总 量的一半以上，建成的加氢站数量约占全球的40%，绿氢市场的国际竞争力稳步提升。不过，尽管我国 氢能技术专利申请量居世界第一位，但部分核心技术尚未完全突破，一些关键材料部件严重依赖进口； 由于氢具有燃料、危化品双重属性，其"制储输用"全链条管理相关标准仍需细化完善。面对新形势、新 挑战、新任务，需要多措并举，助力氢能从"工业原料"升级为"能源载体"，推动氢能产业高质量发展。 降本增效，提高氢能产业含"金"量。充分发挥"三北"地区利用可再生能源制氢的地理优势，进一步优化 区域产业布局，有序扩大 ...