"发展氢能产业，不仅能够有效降低我国油气对外依存度，保障能源安全，还能为'双碳'目标实现、打 造未来产业新经济增长点提供有力支撑。"郑南峰说，氢能还可转化为绿色液体燃料，为破解当前能源 困局提供了新的战略路径。 中化新网讯 1月26日，福建省政协十三届四次会议在福州开幕。福建省政协委员、中国科学院院士郑南 峰表示，基于福建发展氢能产业的诸多优势，将在本次会议上提交"支持平潭建设氢能零碳示范岛""高 质量建设具有福建特色的全国高校区域技术转移转化中心(福建)海洋氢能分中心"等提案，为氢能产业 发展建言献策。 郑南峰表示，在绿色转型浪潮下，大力发展氢能产业已成为我国推动能源结构深刻变革、培育发展新质 生产力、促进可持续发展的重大战略。 在郑南峰看来，福建发展氢能产业拥有诸多优势。福建坐拥台湾海峡"狭管效应"资源禀赋，加上厦门大 学、福州大学等高校院所的科研实力，以及福建能化集团等龙头企业的产业能力，形成了较完整的产学 研用体系。同时，在福建省委、省政府的高度重视和统筹推进下，福建氢能产业发展稳步推进，形成涵 盖交通、储能、工业等多元应用场景的产业体系。 ...

2026年01月28日 申万期货品种策略日报-铂、钯 | | | 申银万国期货研究所 | | | 陈梦赟（从业资格号：F03147376；交易咨询号：Z0022753） | | | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | sunxm@sywgqh.com.cn | | 021-50585921 | | | | | | pt2606 | pt2608 | pt2610 | pd2606 | pd2608 | pd2610 | | | 现价 | 705.70 | 703.00 | 703.80 | 523.00 | 523.85 | 528.30 | | 期 | 前收盘价 | 744.70 | 742.00 | 746.30 | 534.80 | 535.40 | 538.00 | | 货 | 涨跌 | -34.10 | -33.35 | -31.05 | -11.10 | -12.20 | -9.70 | | 市 场 | 涨跌幅 | -4.61% | -4.53% | -4.23% | -2.08% | -2.28% | -1.80% ...

一键按下，144个定日镜缓缓转动，阳光被集中反射到聚光反应塔，经过化学反应，氢气从水里分解出 来，像科幻电影中的场景。 水分解出氢气和氧气，是自然界最简单的化学反应，却催生出一条万亿级产值赛道。据中国氢能联盟预 计，到2050年，氢能源有望贡献全国终端能源需求的10%，创造超过10万亿元的总产值。 1月19日，四川省经济和信息化厅发布了四川省产业新赛道重点领域方向，包括25条重点产业新赛道， 在绿色氢能方面，攀枝花的氢能装备产业入选。在国家和区域氢能产业布局中，攀枝花锚定"建设氢能 产业示范城市"目标，试图在这条万亿级赛道中分得一块"蛋糕"。 普通人离氢能有多远 攀枝花光解水制氢项目。图据东影数字电影 氢能公交车在加氢站内。周翼摄 这块"蛋糕"经过细分，最终落到了普通人的日常生活中。 我与氢能相隔多远？ 1月19日上午8点左右，攀枝花东区，李女士来到凤凰小区公交站，4分钟后，一辆"熊猫头"的64路公交 车稳稳停在她面前。 李女士住在凤凰小区，要去客运中心旁上班，64路成了她的通勤车。"安静、平稳。"说到坐氢能公交车 的感受，她说，"还有一点，闻不到汽车尾气的臭味了。" 2022年11月，包括欣宇化工氯碱化工副 ...

沛然环保(08320)发布公告，本公司于2026年1月26日，与共建新能源(深圳)集团有限公司(业务伙伴)签订 了一份不具法律约束力的战略合作协议，根据该协议，本公司与业务伙伴原则上同意在氢能相关业务领 域开展合作，包括：对氢能业务及相关项目进行前期研究、可行性分析及策划，氢能相关技术、商业模 式与应用的研究与分析及氢能的市场推广、品牌合作和产业资源对接。 该业务伙伴在氢能技术、产品、产业资源和市场网络方面具备专业能力及产业基础，而本公司则在资本 市场、国际业务以及环境保护和可持续发展谘询方面拥有经验丰富。根据中华人民共和国"十五五"规 划，氢能已被定位为未来产业和新能源体系的重要组成部分，政府将积极推动氢能产业链和氢能车辆的 发展。预计氢能车辆及相关业务的发展具有巨大的市场潜力，本公司相信与该业务伙伴的合作将有助于 集团掌握新兴市场机会。 经进一步协商，本公司与业务伙伴可能在不久的将来在以下地区共同设立合资公司：1.以中国香港为平 台，进行氢能车辆及相关业务的海外投资、营运、销售及推广;2.及以中国内地为平台，为氢能车辆及 相关业务的专案进行销售、开发和营运。本公司与业务伙伴将进一步协商合作细节和具体项目， ...

该业务伙伴在氢能技术、产品、产业资源和市场网络方面具备专业能力及产业基础，而本公司则在资本 市场、国际业务以及环境保护和可持续发展谘询方面拥有经验丰富。根据中华人民共和国"十五五"规 划，氢能已被定位为未来产业和新能源体系的重要组成部分，政府将积极推动氢能产业链和氢能车辆的 发展。预计氢能车辆及相关业务的发展具有巨大的市场潜力，本公司相信与该业务伙伴的合作将有助于 集团掌握新兴市场机会。 经进一步协商，公司与业务伙伴可能在不久的将来在以下地区共同设立合资公司：1.以香港为平台，进 行氢能车辆及相关业务的海外投资、营运、销售及推广；及2.以中国内地为平台，为氢能车辆及相关业 务的专案进行销售、开发和营运。公司与业务伙伴将进一步协商合作细节和具体项目，并可能在适当时 候签订具有法律约束力的协议。 格隆汇1月27日丨沛然环保(08320.HK)公告，公司于2026年1月26日，与共建新能源(深圳)集团有限公司 ("业务伙伴")签订了一份不具法律约束力的战略合作协议，根据该协议，公司与业务伙伴原则上同意在 氢能相关业务领域开展合作，包括：(i)对氢能业务及相关项目进行前期研究、可行性分析及策划，(ii) 氢能相关技术 ...

ALLIED SUSTAINABILITY AND ENVIRONMENTAL CONSULTANTS GROUP LIMITED 沛然環保顧問有限公司 （股份代號：8320） （於開曼群島註冊成立的有限公司） 自願公告 戰略合作協議 香 港 交 易 及 結 算 所 有 限 公 司 及 香 港 聯 合 交 易 所 有 限 公 司（「聯交所」）對 本 公 告 的 內 容 概 不 負 責，對 其 準 確 性 或 完 整 性 亦 不 發 表 任 何 聲 明，並 明 確 表 示 概 不 就 因本公告全部或任何部分內容而產生或因倚賴該等內容而引致的任何損失承 擔 任 何 責 任。 本 公 司 與 業 務 夥 伴 將 進 一 步 協 商 合 作 細 節 和 具 體 項 目，並 可 能 在 適 當 時 候 簽 訂 具 有 法 律 約 束 力 的 協 議。 – 1 – 1. 以 香 港 為 平 台，進 行 氫 能 車 輛 及 相 關 業 務 的 海 外 投 資、營 運、銷 售 及 推 廣； 及 2. 以中國內地為平台，為氫能車輛及相關業務的專案進行銷售、開發和營運。 簽署協議的原因 該 業 務 夥 伴 在 氫 能 技 術、產 ...

Core Viewpoint - The article discusses the development strategies and industrial layout of Daxing District in Beijing, focusing on the "6+5+3" industrial structure and the integration of various sectors to enhance economic growth and sustainability by 2025 [3][4][10]. Group 1: Industrial Development - Daxing District aims to strengthen its "industry-first, project-oriented" approach, with a focus on the "6+5+3" industrial layout, which includes six leading industries, five emerging sectors, and three strategic areas [3][4]. - The Daxing International Airport has achieved a cumulative passenger throughput of 188 million since its operation, with an annual cargo throughput growth rate of 43.2% [6][10]. - The Daxing Airport Economic Zone is positioned as a core area for the air economy, which is prioritized among the six main industries in Daxing [4][5]. Group 2: Hydrogen Energy Initiatives - Daxing is recognized as a leading area for hydrogen energy in Beijing, having established the world's largest international hydrogen energy demonstration zone [9]. - The district is working on the construction of a hydrogen pipeline connecting Beijing and Ulanqab, promoting the development of hydrogen energy applications in industrial sectors [9][10]. - Suggestions for advancing the hydrogen industry include leveraging by-product hydrogen from coal chemical and steel industries, and utilizing renewable energy for large-scale hydrogen production [9][10]. Group 3: Tourism and Cultural Development - Daxing is developing a 22 square kilometer international tourism resort centered around the Beijing Wildlife Park, aiming to enhance its cultural and tourism appeal [12][13]. - The district plans to integrate various tourism elements, including theme parks and immersive commercial complexes, to create a sustainable tourism ecosystem [12][14]. - The synergy between tourism, air economy, and hydrogen energy is emphasized, with initiatives like duty-free shopping linked to airport commerce and green scenic areas utilizing hydrogen-powered transport [14].

Healthcare Projects - The establishment of the National Emergency Medical Rescue Base in Shaanxi will significantly enhance emergency medical rescue capabilities in the region, improving the response to public health emergencies [3] - The construction of a Chinese and Western Medicine Collaborative Hospital in Xi'an aims to innovate service models and improve treatment capabilities for complex diseases, with a total investment of approximately 193 million yuan [6][4] Economic Development Initiatives - The Oriental Kemei Biopharmaceutical Collagen Protein R&D and Production Base will occupy 50.031 acres with a total investment of 650 million yuan, expected to generate an annual output value of around 1 billion yuan upon reaching full production [9] - The Nanshan Holdings Advanced Equipment Industrial Park, with a total investment of 498 million yuan, focuses on high-end equipment manufacturing and is expected to create a demonstration zone for advanced manufacturing [11] High-end Manufacturing Projects - The Zhongtian Yuanhang Plant Protection Drone Assembly Base, with an investment of approximately 200 million yuan, aims to produce 2,000 medium and large drones annually, enhancing the regional high-end equipment manufacturing industry [12] - The Hydrogen Fuel Cell Membrane Electrode Production Base, with an investment of 20 million yuan, will establish the first automated production line in Northwest China, contributing to the hydrogen energy industry [13] - The Nuclear Power Station Soft Sealing Product R&D and Production Base, with a total investment of 530 million yuan, is expected to generate an annual output value of around 600 million yuan and create over 500 jobs [16] - The Kelongda Aircraft APU Overhaul and Maintenance Project will provide specialized maintenance services for the aviation industry, with the first phase nearing completion [17]

Core Viewpoint - The article emphasizes the development and innovation in hydrogen storage and transportation technologies in China, highlighting the role of Zhongcai Technology (Suzhou) Co., Ltd. in advancing these technologies and its comprehensive product matrix that supports various applications in the hydrogen energy sector [1][10]. Group 1: Hydrogen Storage and Transportation Technologies - The global development of hydrogen storage and transportation containers has evolved from basic research in the late 20th century to a focus on diverse applications in recent years, with high-pressure gaseous hydrogen storage being the primary method for large-scale industrial development [1][3]. - In the short to medium term, hydrogen storage will predominantly utilize 35/70MPa gaseous methods, while in the long term, a parallel development of gaseous and low-temperature liquid storage technologies is expected [3][4]. - The domestic market is seeing an increase in the working pressure of bundled containers from 20MPa to 30MPa, with ongoing research and development for 50MPa products to meet rising demand [4]. Group 2: Zhongcai Technology's Innovations - Zhongcai Technology (Suzhou) has developed a 450L-35MPa III type hydrogen bottle, addressing the industry's need for long-range heavy-duty trucks through lightweight design and innovative production techniques [5]. - The company is a pioneer in the domestic production of 70MPa IV type bottles, with successful applications in various transportation scenarios, including heavy trucks and buses [5][7]. - Zhongcai Technology has also developed a 30MPa composite long tube bundle hydrogen transport container, capable of transporting over 666 kilograms of hydrogen per vehicle, expanding the transportation range of gaseous hydrogen [5][7]. Group 3: Product Applications and Market Position - The company has created a diverse product matrix that includes hydrogen bottles for fuel cell vehicles, drones, industrial gas cylinders, and hydrogen station storage units, demonstrating strong customization capabilities [4][6]. - Zhongcai Technology's hydrogen bottles are widely used in various applications, including drones, forklifts, rail locomotives, and distributed power sources, showcasing the adaptability of its products [7][8]. - The company has established four modern manufacturing bases in Suzhou, Chengdu, Jiujiang, and Shenyang, with an annual production capacity exceeding one million hydrogen bottles, ensuring robust supply for market demands [7][8]. Group 4: Industry Outlook and Strategic Vision - The article highlights the need for a self-controlled, safe, and economically viable hydrogen storage and transportation equipment system in the rapidly developing Chinese hydrogen energy industry [8]. - Zhongcai Technology aims to provide competitive solutions that match international performance standards while being cost-effective and responsive to market needs, contributing to the overall growth of the hydrogen energy sector in China [8][10].

Summary of Key Points from Conference Call Industry and Company Involvement - The conference call discusses various companies and industries, including: - Digital trade standards related to the national digital trade demonstration zone (Shengguang Group, Small Commodity City) [1] - International consumption environment pilot cities (He Bai Group, Shanghai Jiubai) [2] - Robotics partnership for the 2026 Spring Festival Gala (Yushu Technology, Changsheng Bearing, Wolong Electric Drive) [3] - Global hydrogen energy industry development (Houpus Co., Ltd., Shudao Equipment) [4] Core Insights and Arguments - The Ministry of Commerce will initiate the construction of a national digital trade demonstration zone and formulate relevant digital trade standards [1] - The Ministry of Commerce is organizing "city-specific" events in 15 international consumption environment pilot cities to enhance local consumption [2] - Yushu Technology has been selected as the robotics partner for the 2026 Spring Festival Gala, marking its third appearance at this event [3] - The global hydrogen energy industry is entering a more rational and critical development phase, indicating potential investment opportunities [4] Other Important but Possibly Overlooked Content - The emphasis on digital trade standards suggests a growing focus on digitalization in commerce, which may impact various sectors [1] - The pilot city events could lead to increased consumer engagement and spending, benefiting the involved companies [2] - The repeated partnership of Yushu Technology with a high-profile event like the Spring Festival Gala may enhance its brand visibility and market position [3] - The commentary on the hydrogen energy industry indicates a shift towards more sustainable energy solutions, which could attract future investments [4]