以下文章来源于势银储链 ，作者势银(TrendBank) 势银储链 . 势银（TrendBank）是中国领先的长时储能产业研究与数据公司，以数据和研究为中心，提供数据、研 究、咨询、会议等服务。为客户提供决策依据，并提供相关业务发展资源。官网：www.trendbank.com "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 在"双碳"目标的时代强音下，氢能作为清洁能源的重要载体，其战略地位日益凸显。随着《中华人 民共和国能源法》正式确立氢能的能源属性，国家及地方累计超过560项专项政策密集出台，构建 了氢能产业发展的坚实基石。 其中，氢储能作为一种高效、环保的长时储能解决方案，尤其适用于大规模和长时间的能量存储需 求。2024年11月6日，工信部发布的《新型储能制造业高质量发展行动方案（征求意见稿）》中明 确提出，适度超前布局氢储能等超长时储能技术，以推动能源系统的绿色转型和高质量发展。 具体来看，狭义的氢储能特指"电-氢-电"的过程，即先用电解水产生氢气，然后在需要时通过燃料 电池将氢气重新转化为电能。这一过程包括以下几个关键环节： 1）电解水制氢：通过电解水设备将水电 ...

Core Viewpoint - The article discusses the successful entry of Stable Hydrogen Energy's AEM hydrogen production system into the European market, highlighting the growing demand for household energy storage solutions in response to fluctuating energy prices and the need for renewable energy sources [4][6]. Group 1: Market Development - The European hydrogen energy household storage market is experiencing rapid growth due to external factors such as war and frequent price fluctuations in electricity [4]. - The local grid is struggling to cope with the intermittent and unstable nature of renewable energy generation, leading to a swift development of the household storage market [4]. Group 2: Technology and Product Features - The hydrogen storage technology has been validated through projects, utilizing surplus wind and solar power for hydrogen production and storage, allowing for long-term energy storage without degradation [6]. - The AEM hydrogen production system is specifically designed for household use, optimizing system parameters based on user energy needs and ensuring stable operation under various adverse weather conditions [6][8]. Group 3: Competitive Advantage - Stable Hydrogen Energy's AEM hydrogen household storage solution outperforms similar market products in terms of cost and performance, with a proven system stability of over 5000 hours [8].

Core Viewpoint - Hydrogen Qi Energy focuses on hydrogen energy and storage technologies, aiming to provide advanced and reliable AEM hydrogen production and solid-state hydrogen storage technologies, promoting the development and application of clean energy [1]. Group 1: Company Developments - On July 16, Hydrogen Qi Energy held a delivery ceremony for solid-state hydrogen storage bottles, marking the first large-scale delivery since the establishment of its headquarters base, which is set to produce 1,000 sets of hydrogen storage systems annually starting January 2025 [5]. - In July 2025, Hydrogen Qi Energy was officially listed as a key R&D project in Chengdu, receiving a funding grant of 5.8 million yuan, making it the only hydrogen energy project among ten collaborative innovation projects [7]. - The company signed a contract for a solid-state hydrogen system project with Harbin Institute of Technology, demonstrating its competitive edge among various bidders [9][10]. - In May 2025, Hydrogen Qi Energy signed a sales contract with a Polish company and an overseas agency agreement, aiming to expand its market presence internationally [14]. - The company has signed 34 commercial contracts in the first half of 2025, with a total contract value exceeding 20 million yuan, indicating strong market demand and collaboration potential [24]. Group 2: Product Innovations - Hydrogen Qi Energy's solid-state hydrogen storage technology is being applied in various sectors, including industrial vehicles and commercial transportation, enhancing safety and efficiency in hydrogen storage [12]. - The company has developed AEM hydrogen production products in standard capacities of 2.5KW, 5KW, and 10KW, with plans to release a hundred-kilowatt AEM hydrogen production product in the second half of 2025 [19]. - The solid-state hydrogen storage system used in hydrogen-powered two-wheelers allows for easy energy replenishment without the need for extensive refueling infrastructure, significantly lowering the entry barrier for users [27][31]. Group 3: Market Trends - The deployment of over 6,000 hydrogen-powered two-wheelers in tourist areas and urban short-distance travel highlights the growing acceptance and market potential of hydrogen energy solutions [27]. - The operational model of hydrogen two-wheelers, which includes a modular quick-change system, allows for a cost-effective and sustainable approach to zero-carbon transportation, appealing to both consumers and investors [28].

Core Viewpoint - Long-duration energy storage, particularly hydrogen storage, is crucial for the large-scale integration of renewable energy and ensuring grid stability, but faces challenges in efficiency and safety during hydrogen transportation and storage [2][3]. Group 1: Industry Overview - The transition to a low-carbon energy structure globally presents significant opportunities for long-duration energy storage, with hydrogen storage being a key technology path due to its high energy density and long storage cycle [2]. - Traditional hydrogen storage methods, such as high-pressure gas and low-temperature liquid storage, have high energy consumption, costs, and safety risks, hindering the commercialization of hydrogen storage [2]. Group 2: Company Innovations - New Hydrogen Power Technology Co., Ltd. focuses on solid-state metal hydrogen storage technology, offering a revolutionary solution to hydrogen transportation and storage challenges [3]. - Solid-state metal hydrogen storage involves a chemical reaction between metals or alloys and hydrogen to form metal hydrides, providing high storage density, enhanced safety, and ease of transportation [3]. - New Hydrogen is the first company to apply solid-state metal hydrogen storage systems in mobile vehicles, with products ranging from 1.5-3Kg to 1000Kg capacity [3][9]. Group 3: Product Launch and Applications - At the 2025 Long-Duration Energy Storage Industry Conference, New Hydrogen officially launched a 20Kg solid-state metal hydrogen storage system, attended by industry experts and partners [5]. - The 20Kg system can be used in heavy logistics vehicles and port machinery, providing stable hydrogen energy power, and can be modularly combined for distributed energy storage and emergency power needs [7]. - Future products include a 150Kg single-module storage system designed for large-scale photovoltaic and wind power bases, currently under development in an automated production facility [9].

Group 1 - The conference focused on long-duration energy storage and showcased the launch of a 20-kilogram solid-state metal hydrogen storage system by a company specializing in hydrogen technology innovation [1][2] - The event aimed to create a platform for technical exchange and industry collaboration, highlighting Yinchuan's advantages and achievements in the energy storage sector [1] - Long-duration energy storage is seen as a critical component in supporting the large-scale integration of renewable energy and ensuring grid stability, presenting significant growth opportunities [1] Group 2 - Hydrogen storage is recognized as a core technology path in long-duration energy storage due to its high energy density, long storage cycle, and cross-domain applicability [1] - The company’s solid-state metal hydrogen storage system can be applied directly to heavy logistics vehicles and can be modularly combined for various energy storage needs [2] - The system, in conjunction with fuel cell power generation, can achieve hydrogen storage of 20 kilograms and generate power at temperatures between 360 to 400 degrees [2]

Core Viewpoint - The article highlights the upcoming "2025 TrendBank (Yinchuan) Long-duration Energy Storage Industry Conference," focusing on advancements in energy storage technologies such as flow batteries, compressed air storage, and hydrogen storage, aiming to foster collaboration within the industry [2][3][19]. Summary by Sections Conference Details - The conference will take place on July 2-3, 2025, at the Yinchuan Lida Deep Hang International Hotel, with over 300 participants expected [19]. - It is organized by TrendBank in collaboration with Shanghai Electric Energy Storage Technology Co., Ltd., and supported by various local government and industry associations [20]. Key Topics and Speakers - The event will feature discussions on cutting-edge technologies in energy storage, including a special session on compressed air and hydrogen storage, with notable speakers such as Liu Bing from Guohong Hydrogen Energy [5][8]. - A significant highlight will be the release of the "2025 TrendBank Long-duration Energy Storage Industry Development Blue Book" during the conference [3][20]. Industry Context - The Su-Yin Industrial Park, where the conference is held, aims to develop a robust energy storage battery manufacturing industry chain, focusing on lithium-ion, sodium-ion, and flow battery production [22]. - The park is part of a broader initiative to enhance regional cooperation and development between Ningxia and Suzhou, promoting new energy and advanced manufacturing sectors [22]. Registration and Participation - Registration for the conference is free, with options for meals available at a cost, emphasizing the goal of sharing knowledge and resources across the industry [29][31]. - Participants must register using their personal mobile numbers to ensure proper attendance tracking and access to conference materials [31].

"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势银绿氢产业大会（7月16-17日，江苏·无锡） 点此报名 添加文末微信，加 绿氢 群 作为支撑新型电力系统的关键技术方向，氢储能正迎来规模化发展的重要窗口期。其核心逻辑在于通 过 "绿电制氢 - 储氢 - 氢发电" 的能量闭环，实现长周期、跨季节的大规模储能。去年，国家和地方政 策从氢能供应设施的布局、产业链标准化问题的确立，以及制储运加不同环节的推动等多方面发力， 都在为氢储能发电领域的未来发展提供方向指引和坚实基础。 据产业人士表示， 氢发电作为氢能应用的重要场景，是氢储能系统价值释放的关键载体 。从技术特性 看，氢发电凭借燃料电池的模块化集成优势，天然适配氢储能系统对 "可扩展、长周期、跨区域运行" 的需求。 据势银（TrendBank）预计，2030年全国新增氢发电装机量有望达到511.9MW，相应的市场 规模为10.2亿元左右。2022年至2030年，我国氢发电市场的年均复合增长率达32%，潜力可观。 20 ...

"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 添加文末微信，加 燃料电池 群 鲲华科技是聚焦大功率燃料电池系统研发的科技创新企业，致力于为新能源领域提供高效零碳动力解 决方案。公司核心团队由氢能领域资深专家组成，曾主导和参与多个行业标杆应用案例。公司已构建 覆盖系统设计、生产制造到场景落地的完整解决方案能力 ， 产品成功应用于长途重载、工程机械、风 光储能、分布式发电等多元化场景，推动氢能技术 在 交通运输、能源存储领域的规模化应用。 当前，我国燃料电池产业相较过去几年已进入"冷静期"，实际发展情况不及预期，尤其是各个示范城 市群在燃料电池汽车推广工作中增长滞缓，导致燃料电池产业整体产能过剩，各家企业产品出货有所 下降。因此，如何在当下环境中强化自身内核，保持长足发展是所有企业应当考虑的首要问题。 在此背景下，势银（TrendBank）访谈了鲲华科技董事长王亚波博士，深入交流了当下产业发展现状以 及鲲华科技未来发展战略等话题。 鲲华科技成立初期，您认为最大的挑战是什么？ 众所周知，燃 ...