燃料电池系统成本已下降80% 亿华通的展厅里陈列着不同型号的氢燃料发动机，亿华通企管总监石雪杰指着其中一款向记者介 绍："这是亿华通在全球发布的第一款功率超200kW的发动机，核心技术全部自研，主要用于长途重载 场景。" 走进北京大兴氢能示范区海珀尔加氢站，冷链物流重卡、货运牵引车与氢能大巴正有序排队等候加注。 加氢员张松告诉上海证券报记者："目前，这个加氢站日加氢量是3吨至4吨，以大巴和物流车居多。" 今年是燃料电池汽车示范应用收官之年。上海证券报记者近期走访发现，多个示范城市群正抓紧冲刺燃 料电池汽车推广示范目标。其中，京津冀已提前超额完成推广任务。从技术研发来看，氢燃料电池汽车 关键零部件国产化率超90%，车辆应用场景全面覆盖城市公交、渣土运输、矿场运输等多元化领域。 业内专家表示，目前氢能产业链与技术自主可控，已具备加速发展的条件，示范城市群扩容以及氢能应 用场景持续扩展，将助力燃料电池汽车进一步放量，氢能商业化进程也有望提速。 氢燃料发动机要满足长途重载需求，难点在于产业链零部件配套。以负责为电堆输送空气的空压机为 例，石雪杰表示，十年前，国内使用的空压机大多依赖进口，30kW发动机的空压机近10万 ...

Core Viewpoint - Satellite Chemical has achieved a MSCI ESG rating of BBB, ranking among the top in the A-share chemical industry, reflecting the company's efforts in ESG information disclosure and internal practices [1][2]. ESG Disclosure Performance - MSCI, a leading global index provider, has recognized Satellite Chemical's ESG performance, with the company's rating improving from B to BBB over two consecutive years [2]. - The company has been included in various prestigious ESG-related lists and has received multiple awards for its sustainable practices, including the "ESG Action Power Award" and "Best Responsible Enterprise Brand TOP100" [2]. ESG Practices Building Competitive Advantage - Satellite Chemical has published ESG reports for three consecutive years, emphasizing that true ESG commitment goes beyond regulatory compliance to enhance market competitiveness through green development and innovation [3]. - The company aims to reduce carbon emissions by over 2 million tons by 2030, with over 50% of this target achieved by 2024 [3]. - A significant portion of the company's R&D investment, over 40% of a planned 10 billion yuan, will focus on green technology [3]. Commitment to Social Responsibility - The company actively responds to social needs and contributes to rural revitalization and common prosperity, promoting a governance model of "co-creation, sharing, and common wealth" [4]. - Future plans include enhancing management in environmental, social, and governance areas, increasing the use of renewable energy, and developing green supply chains [4]. - The company aims to drive innovation in emerging fields such as artificial intelligence, new energy vehicles, and hydrogen utilization, focusing on developing green low-carbon chemical materials [4].

Core Insights - The floating photovoltaic project at Qingdao Refinery marks China's first industrialized operation of a floating solar power station in a fully seawater environment, with an annual power generation capacity of 16.7 million kilowatt-hours and a CO2 reduction of 14,000 tons, equivalent to the carbon absorption of 750,000 trees [1] - The project utilizes innovative floating support structures that enhance wind and wave resistance while improving overall power generation efficiency by approximately 5% to 8% through natural seawater cooling [1][3] - The project is part of a broader strategy by Sinopec to integrate clean energy solutions, including the establishment of a "clean electricity + green hydrogen" model, which supports the development of green hydrogen refining and hydrogen transportation applications [2] Project Details - The floating photovoltaic station occupies about 60,000 square meters with an installed capacity of 7.5 megawatts, showcasing zero pollution and strong economic viability [1] - The project team has developed three key innovations: a specialized floating system resistant to salt corrosion and marine biofouling, an intelligent anchoring system capable of withstanding severe weather conditions, and efficient operation and maintenance designs that reduce costs [3] - Future plans include the expansion of the floating photovoltaic capacity to 23 megawatts, further enhancing renewable energy supply capabilities at the Qingdao Refinery [2] Industry Positioning - Sinopec is actively pursuing a clean and low-carbon transformation, aiming to build a diversified energy supply system while enhancing the clean utilization of fossil fuels [2] - The company has launched the "Ten Thousand Stations Sunlight" initiative, targeting the establishment of 10,000 solar power stations by 2027, and has a leading position in the geothermal heating sector with 120 million square meters of heating area [4] - Sinopec has built and operated 144 hydrogen refueling stations, making it the company with the most operational hydrogen stations globally, and is advancing green hydrogen manufacturing projects [4]

台达电7月1日公告，拟斥资69.5亿元新台币，取得泰丰轮胎位于桃园市观音区的一处土地及厂房。据 悉，台达电此次取得新土地厂房，拟用于氢能、储能或资料中心等新事业布局。 ...

添加文末微信，加 长时储能 群 当全球航运业在减排压力下寻找出路时，氢能如同一把钥匙，悄然打开了内河绿色航运的大门。 由于船用领域功率需求大、能源需求量大、纯电动船舶竞争力小等原因，进入21世纪后，船用领域 就一直被氢能产业视为重要的应用市场。国际海事组织（IMO）认为，到2050年，每年的全球绿色 氢能需求达3000万吨，而氢能将满足全球航运燃料需求的15%。 当前，我国氢燃料电池技术已具备商业化应用基础：高功率密度、短加注时间、长续航里程等特 性，使其尤为适合大功率、长航程场景。从2023年开始，国内首艘内河氢燃料电池工作船 "三峡氢 舟 1 号" 投入运营，正式拉开氢能在内河航运的序幕。其 300kW 燃料电池系统可实现零排放，相 较于锂电池船舶，氢能船舶在能量密度（氢热值为柴油的 2.7 倍）和长周期储能方面优势显著，更 适应远洋及复杂水域作业需求。该船舶的成功应用，也在极大程度上激发了国内氢能及燃料电池产 业链玩家的热情，打开了行业对于氢能在内河航运领域发展的无限遐想。 从数据上来看，氢能在内河行业的发展并非只是幻想，似乎正成为一种历史必然。截至2024年底， 我国内河船舶数量达到10.66万艘。全 ...

Core Viewpoint - Hydrogen energy is poised to play a significant role in future energy structures, but the industry, including hydrogen fuel cell vehicles, is still in the exploratory phase, facing challenges in technology, cost, and business models [2][3][4]. Industry Development - 2025 is identified as a critical year for the large-scale development of hydrogen energy, particularly in the heavy-duty commercial vehicle sector, which has vast application potential [2][4]. - The global hydrogen industry is undergoing a significant transformation, with China emerging as a leader in innovation and development [4]. - Predictions indicate that by 2030, the hydrogen energy industry will enter a rapid development phase, with cost competitiveness expected between 2030 and 2035 [3][4]. Economic and Technical Challenges - The hydrogen fuel cell vehicle industry is currently facing economic viability issues, with small industry scale and low competitiveness being key bottlenecks [6][7]. - There is a need for top-level design and timely policy support to avoid gaps in hydrogen energy and fuel cell industry policies [6][7]. - The industry must focus on technological innovation and collaboration to reduce lifecycle costs and improve safety [6][7]. Collaborative Efforts - The development of hydrogen energy requires collaboration across the entire industry chain, including market demand awareness and international cooperation [8]. - Establishing a resilient ecosystem and a complete supply chain is essential for reducing costs and ensuring profitability for all stakeholders [8][9]. Storage and Transportation - Low-pressure solid-state storage and liquid hydrogen are highlighted as effective solutions for overcoming hydrogen storage and transportation challenges [9]. - The integration of hydrogen energy with existing industries is crucial for future development, with an increasing proportion of hydrogen in pipeline networks anticipated [9]. Broader Applications - Beyond vehicles, hydrogen fuel cells have potential applications in maritime transport, with a focus on regulatory updates and infrastructure development [10].

Core Viewpoint - The hydrogen energy industry in Shaanxi is rapidly developing, with significant advancements in technology, production capacity, and market applications, positioning the region as a leader in the hydrogen economy in China [1][2][4][7]. Group 1: Technological Advancements - Shaanxi has established a large-scale hydrogen combustion research institute in Xixian New Area, focusing on enhancing hydrogen production efficiency and technology [1]. - The Xi'an Jiaotong University team has developed a fully autonomous hydrogen fuel cell stack production line, achieving an annual output of 2,000 units valued at approximately 300 million yuan [1]. - Shaanxi Tongchen and Light Low-Temperature Technology Co., Ltd. has successfully developed hydrogen liquefaction technology, enabling the first domestic test flight of a liquid hydrogen-powered drone [2]. Group 2: Economic Viability - The production cost of green hydrogen is a critical barrier to its large-scale development, with current costs around 45 yuan per kilogram, which is expected to drop to 25 yuan per kilogram after the completion of a new hydrogen production project [3][4]. - The use of organic liquid hydrogen storage technology can significantly reduce transportation costs from 23.3 yuan per kilogram to approximately 10-11 yuan per kilogram, enhancing the economic feasibility of hydrogen transport [4]. Group 3: Market Expansion - The hydrogen energy corridor between Xi'an, Weinan, and Hancheng is facilitating the large-scale application of hydrogen-powered heavy trucks, with operational costs balanced by low hydrogen production costs [6]. - The first hydrogen energy bus line in Shaanxi has been launched, demonstrating the practical application of hydrogen technology in public transportation [6]. - Shaanxi's hydrogen energy products are also being exported, with the first batch of hydrogen-powered heavy trucks sent to Australia, meeting or exceeding local standards [7]. Group 4: Future Projections - By the end of 2025, Shaanxi aims to achieve a hydrogen production capacity of 50,000 tons per year and have over 200 hydrogen enterprises, with an expected industry output value of 4 billion yuan [7].

【6月30日下午隆基绿能召开2024年年度股东大会，全部议案获审议通过】6月30日下午，隆基绿能 (601012)召开2024年年度股东大会，会后公告显示，全部议案均获股东审议通过。本次大会重要议题之 一是换届，钟宝申、李姝璇等5人当选第六届非独立董事，陆毅等3人当选第六届独立董事，加上职工董 事白忠学，新一届由9名董事组成。值得注意的是，创始人李振国退出，专注科研工作，其女李姝璇进 入新一届并任提名委员会成员。李振国辞任总经理后，钟宝申将"一肩挑"董事长与总经理职务。钟宝申 称，李振国未来侧重中央研究院工作及与重要客户交流。钟宝申表示，过去李振国已授权部分工作，此 次职务变动工作一脉相承，内部运营基本不变，职权更清晰。股东大会上，股东与管理层就公司经营和 行业形势交流，涉及BC电池研发推广、行业反内卷等议题。谈到HPBC2.0组件产出，钟宝申介绍，6月 产出2GW，9月、11月将分别达3GW、4GW，年末月产出与50GW产能相当。隆基绿能BC二代组件下半 年大规模量产，规模上去后成本会优化。钟宝申透露，当前硅片开工率约60%，电池满产，组件开工率 70%-75%。谈及行业反内卷和产业整合，钟宝申认为，光伏行 ...

其 他 报 告 2025年07月01日 晨会纪要 | 国内市场 | | 涨跌幅（%） | | | --- | --- | --- | --- | | 指数 | 收盘 | 1日 | 上周 | | 上证综合指数 | 3444 | 0.59 | 1.91 | | 深证成份指数 | 10465 | 0.83 | 3.73 | | 沪深300指数 | 3936 | 0.37 | 1.95 | | 创业板指数 | 2153 | 1.35 | 5.69 | | 上证国债指数 | 226 | 0.04 | 0.02 | | 上证基金指数 | 6939 | 0.11 | 0.37 | 资料来源:同花顺iFinD | 海外市场 | | 涨跌幅（%） | | | --- | --- | --- | --- | | 指数 | 收盘 | 1日 | 上周 | | 中国香港恒生指数 | 24072 | -0.87 | 3.20 | | 中国香港国企指数 | 8678 | -0.96 | 2.76 | | 中国台湾加权指数 | 22256 | -1.44 | 2.42 | | 道琼斯指数 | 43819 | 1.00 | 3.82 | | ...

《全球海上风电报告 2025》发布，储能招标价格继续下探 强于大市（维持） 行情走势图 -20% -10% 0% 10% 20% 30% 40% 2024/06/26 2024/11/26 2025/04/26 沪深300指数 电力设备及新能源 证券分析师 皮秀 投资咨询资格编号 S1060517070004 PIXIU809@pingan.com.cn 张之尧 投资咨询资格编号 S1060524070005 zhangzhiy ao757@pingan.com.cn 电力设备及新能源 2025 年 6 月 30 日 行业周报 平安观点： 本周（6 月 23 日-6 月 27 日）新能源细分板块行情回顾。本周风电指数 上涨 3.55%，跑赢沪深 300 指数 1.6 个百分点。截至本周，Wind 风电指 数整体市盈率（PE TTM） 为 19.3 倍。本周申万光伏设备指数 （801735.SI）上涨 3.31%，其中，申万光伏电池组件指数上涨 2.49%， 申万光伏加工设备指数上涨 3.39%，申万光伏辅材指数上涨 4.01%，当 前光伏板块市盈率约 30.01 倍。本周 储 能指 数（884790.WI）上 ...