Core Viewpoint - The hydrogen energy industry is experiencing significant growth, with a focus on green hydrogen projects and the need for national policy support to drive development towards 2025 [9][10]. Group 1: Industry Dynamics - The National Development and Reform Commission is establishing a "carrier-level" national venture capital guidance fund, expected to attract nearly 1 trillion yuan in social capital, focusing on cutting-edge fields including hydrogen energy [7]. - Australia announced an investment of 750 million AUD (approximately 474 million USD) to support green mining and processing technologies, particularly hydrogen-based iron reduction technology [8]. - The hydrogen energy industry standards are gradually improving, with the National Energy Administration releasing a guideline for energy industry standards focusing on hydrogen production, storage, transportation, and fuel cells [9]. Group 2: Green Hydrogen Projects - There are currently 788 domestic green hydrogen projects, with the scale of electrolyzer public bidding in Q1 2025 increasing by over 58 times compared to the same period last year [10]. - The total public bidding scale for electrolyzers in Q1 2025 reached 482.825 MW, indicating substantial growth in project demand [11]. Group 3: Fuel Cell Industry - In Q1 2025, the installed capacity of fuel cells reached 47.6 MW, with Oriental Hydrogen leading the market with a share of 30.5% [13][14]. - The top five companies in the fuel cell market have a high concentration rate of 74.0%, indicating a competitive landscape [12][13].

蛰伏四年后，医药行业终于迎来爆发，wind香港生物科技指数(887177.WI)年内累计涨幅近82%，成为 最亮眼的板块;经历同周期洗牌的风电板块，当前正蓄势待发。 海内外需求共振 从去年开始，风电招标量就开始爆发性增长。根据金风科技年报显示，2024年国内风电整机新增招标 164.1GW，同比增长90.2%。其中，陆上新增招标152.8GW，海上新增招标11.3GW。根据世纪证券统计 显示，截止至2025年6月初，全国风机累计公开招标容量48.8GW，同比增长78%，其中陆上风机公开招 标容量39.2GW，同比增长61%，海上风机公开招标容量9.6GW，同比增长213%。 由于陆上风电中标至装机往往在一年左右，海上风电周期更久，因此中标数据可作为先验指标。也就是 意味着今年开始，风电产业链进入装机周期，业绩也得到了保障。 从长期来看，风电需求依然旺盛。 就陆上风电而言，风光大基地为陆风提供了需求基础。国家能源局统计数据显示，截至 2024 年底，首 批规划的"沙戈荒"区域大型风电光伏基地基本完工。第一批基地已建成 9,199 万千瓦、约占 95%，投产 9079 万千瓦，第二批、第三批"沙戈荒"大型风电光伏 ...

Core Viewpoint - CIMC Group is focusing on the Middle East as a key area for overseas business expansion and is actively seeking strategic cooperation opportunities with the six Gulf countries [1] Group 1: Business Expansion - The company has established a regional headquarters in the Middle East to facilitate its business development [1] - CIMC Group is pursuing multiple orders in the region, including the delivery of concrete mixer trucks and powder tankers [1] Group 2: Energy Sector Opportunities - The advancement of natural gas supply facility construction in Middle Eastern countries presents new growth opportunities for CIMC's gas storage and transportation equipment [1] - There is significant potential for green hydrogen and energy storage driven by the large-scale renewable power installations in the region [1] Group 3: Recent Contracts - CIMC Anrui signed multiple orders for 4,750 cubic meter butadiene ball tanks with Saudi Arabian chemical giant SABIC, totaling over 60 million yuan [1] - The company successfully secured a contract for the Earth Boutique Hotel project in Saudi Arabia, which will cover a total construction area of 11,000 square meters and consist of 104 modules [1]

"宁波膜智信息科技有限公司"为势银（TrendBank）唯一工商注册实体及收款账户 势银研究： 势银产业研究服务 势银数据： 势银数据产品服务 势银咨询： 势银咨询顾问服务 重要会议： 2025势银（银川）长时储能产业大会（7月2日-3日，宁夏·银川） 点此报名 添加文末微信，加 绿氢 群 势银（Trendbank）绿色能源事业部研究团队始终保持对行业动态的密切跟踪，针对氢能产业制储 运加用等方面进行分析研判。势银分析师定期或不定期地与产业链企业紧密互通，掌握最新的项目 动态、新品情况、技术发展趋势、交付信息等，并形成氢能产业月度报告及分析师观点，旨在为业 内各方参与者提供行业最新动态进展与决策参考。 月报交付时间：次月10日-15日 交付形式：PDF月报 目 录 1、电解水制氢行业动态 2、绿氢项目及下游消纳动态 2.1 绿氢项目动态 2.2 绿醇项目动态 2.3 SAF项目动态 3、氢储运&加氢站行业动态 4、燃料电池行业动态 4.1 燃料电池系统及配套情况 4.2 燃料电池系统订单详情 1.1ALK电解水制氢行业动态 1.2PEM电解水制氢行业动态 1.3AEM电解水制氢行业动态 4.3 燃料电池行业发 ...

Core Viewpoint - The hydrogen energy industry is at a critical juncture in 2025, requiring national policy support, with both domestic and international signals indicating progress in the sector [7]. Group 1: Industry Dynamics - The hydrogen energy sector is closely monitored by the TrendBank research team, focusing on production, storage, transportation, and application aspects [3]. - A national venture capital fund is being established to attract nearly 1 trillion yuan in social capital, focusing on cutting-edge fields including hydrogen energy [5]. - Australia announced an investment of 750 million AUD (approximately 474 million USD) to support green mining and processing technologies, particularly hydrogen-based iron reduction [6]. Group 2: Project and Market Updates - As of Q1 2025, there are 788 domestic green hydrogen projects, with a significant increase in the scale of electrolyzer bids, growing over 58 times compared to the same period last year [8]. - The total scale of publicly bid electrolyzers in Q1 2025 reached 482.825 MW, indicating substantial project progress [9]. - The fuel cell installation capacity in Q1 2025 was 47.6 MW, with a market concentration of 74% among the top five companies [11]. Group 3: Policy and Standards - The National Energy Administration has released a guideline for the 2025 energy industry standards plan, emphasizing the establishment of standards in hydrogen production, storage, transportation, and fuel cell applications [7].

以下文章来源于DT新能源 ，作者DT新能源 DT新能源 . 影响 新兴产业 不同市场阶段发展的主要因素存在一定的差异性。我国氢能的发展以燃料电池车为先导，并 逐步向"大氢能"转变。而在燃料电池车示范城市群补贴政策下，国内过去氢能的发展主要依赖于政策的推 动。 随着首个示范期的结束，氢能已进入新一轮政策指引、技术创新驱动的发展模式 。燃料电池车作为国 内整个大氢能产业中，应用示范及技术相对成熟的一环，产业链的升级也有望先行。 FCVC作为国内最大的燃料电池车产业链展会，故【DT新能源】重点走访了整个展会。对于本届FCVC， "规模收缩、人数下降"几乎是现场每一位的感受，这在现阶段政策和市场因素影响下倒也正常，小编也早有 预期。但在出发前线上翻看展商名录后，依旧比较激动，尤其结合近期市场情况来看， 一场基于材料的迭 代升级已在燃料电池端开始 。 按照惯例，小编还是对整个FCVC做系统的总结。本届FCVC展会的主要特点如下所示： 1、材料成为最大话题，燃料电池核心材料迭代。 本届FCVC最直观的印象就是各种材料企业显著增多，与 各种企业沟通时材料也成为最大的话题。尤其本届FCVC国外材料巨头企业较多，如 世索科 （ ...

报告介绍 DT新能源特邀请 Syensqo（世索科）绿氢平台中国区大客户经理 胡君 于 2025年7月10-11日 在江苏 苏州举办的 2025（第五届）可再生能源制氢产业发展论坛 做主题报告 《 Aquivion 短支链离聚物在 绿氢行业中的应用 》 。 Syensqo是原索尔维集团于2023年12月拆分后成立的特种化学企业。 Syensqo绿氢平台材料解决方案 涵盖储能、制氢、储氢输氢以及用氢等全产业链。 得益于Aquivion PFSA 等产品的优异特性，Syensqo在中国乃至全球的绿氢市场扮演重要角色，为绿 氢行业提供更高效，更经济，更安全的材料解决方案。 嘉宾介绍 胡君，Syensqo绿氢平台中国区大客户经理。 2013年至今，历任Syensqo大中华区及东 南亚技术工程师，技术经理，绿氢平台大客户经理等职位，对水处理膜，血液透析膜， 锂电池，防腐的技术，绿色氢能等材料解决方案拥有十余年从业经验。 目前工作主要内容是发起或支持绿氢应用相关新产品、新应用及响应客户需求或市场需 求。 公司介绍 Syensqo是原索尔维集团于2023年12月拆分后成立的特种化学企业。企业以科技为本， 致力于开发突破性的 ...

Core Viewpoint - The forum aims to explore the current status and future trends of renewable energy hydrogen production, focusing on technological innovations and applications in the green hydrogen sector [2][3]. Group 1: Forum Overview - The "2025 (Fifth) Renewable Energy Hydrogen Production Industry Development Forum" will be held on July 10-11, 2025, in Suzhou, Jiangsu [2]. - The forum will cover key topics such as ALK/PEM/AEM hydrogen production technology market development, key materials, and innovative processes [2]. - Five special activities will be organized, including a PEM technology seminar, AEM hydrogen production youth forum, on-site visits, supply-demand matching, and technology achievement displays [2]. Group 2: Organizers and Supporters - The forum is organized by DT New Energy, with support from the Shanghai Hydrogen Science and Technology Research Association and Bosch Intelligent Manufacturing Solutions [3]. - Notable contributors include Syensqo, a leader in membrane technology, and Sichuan Dongcai Technology Group, which focuses on membrane materials for hydrogen production [3]. Group 3: Agenda Highlights - The agenda includes presentations on high-performance low-cost PEM electrolysis technology, alkaline electrolysis key technology research, and innovations in hydrogen production membrane technology [8][28]. - A youth forum will invite young researchers to discuss challenges and innovations in AEM hydrogen production technology [16]. Group 4: Exhibition and Networking - The exhibition will feature various hydrogen production technologies and materials, including alkaline and PEM electrolysis systems, catalysts, and production equipment [14]. - A supply-demand matching initiative will connect research institutions, enterprises, and government bodies involved in renewable energy hydrogen production [25].

进入2025年，全球汽车市场的主旋律依然是"电动化"。各大品牌的纯电动汽车新品迭出，充电网络在城市和高速公路沿线日益密集，消费者对电动车的接 受度达到了前所未有的高度。 据统计，2025年第一季度，全球电动汽车销量继续保持两位数的同比增长，市场渗透率稳步攀升。在这样一片"电"力十足的繁荣景象之下，一个问题显得 愈发引人深思：既然电动车已经发展得如此之好，为什么全球主要的工业国和汽车巨头们，仍然不遗余力地投入巨资，持续推进氢燃料电池汽车的研发、 生产和基础设施建设？ 2025年1-6月，尽管氢燃料汽车在公众视野中的声量远不及电动车，但其在产业深处的布局却在加速进行。 从中国的"氢能走廊"规划到德国的商用车补贴，再到日韩企业的技术迭代，一系列看似零散的新闻，共同描绘出一条与电动化并行不悖、互为补充的能源 转型路径。 要理解为何要发展氢燃料汽车，首先必须清晰地认识到，它并非要与纯电动车在所有领域展开"零和博弈"，而是旨在解决纯电动技术路线目前乃至中长期 都难以完美覆盖的痛点。这些痛点集中在对续航、补能速度、载重和气候适应性有极致要求的场景。 纯电动技术在应用于重型卡车时，面临着一个物理性的悖论。为了实现长续航，需要 ...

Core Viewpoint - The article emphasizes the importance of innovation in the renewable energy hydrogen production industry, highlighting the upcoming 2025 Renewable Energy Hydrogen Production Industry Development Forum in Jiangsu, which will focus on advancements in hydrogen production technologies and applications of green hydrogen projects [1]. Group 1: Forum Overview - The forum will take place on July 10-11, 2025, in Jiangsu, focusing on ALK/PEM/AEM hydrogen production technologies and their market development [1]. - It will feature five key activities, including technical discussions, youth forums, and exhibitions of technological achievements [1]. Group 2: Supporting Organizations - The forum is organized by DT New Energy and supported by various organizations, including the Shanghai Hydrogen Science and Technology Research Association and Bosch Intelligent Manufacturing Solutions [2]. - Syensqo is noted for its significant market share in membrane technology, while Sichuan Dongcai Technology Group is recognized for its advancements in membrane materials for hydrogen production [2]. Group 3: Agenda Highlights - The agenda includes presentations on seawater electrolysis technology, high-performance PEM electrolysis, and discussions on the stability of alkaline electrolysis membranes [7][9]. - Notable speakers include professors from Tsinghua University and Fudan University, as well as executives from leading hydrogen energy companies [7][9]. Group 4: Special Activities - A youth forum will invite young researchers to discuss challenges in AEM hydrogen production technologies [13]. - A PEM hydrogen industry innovation seminar will facilitate discussions among key stakeholders in the industry [18]. Group 5: Exhibition and Networking - The forum will feature an exhibition area showcasing various hydrogen production technologies and components, including alkaline and PEM electrolysis systems [11]. - There will be opportunities for supply-demand matching among research institutions, enterprises, and government bodies [22].