氢能产业

Search documents
从氢能重卡到零碳船舶,探访东方氢港“绿”变丨活力中国调研行
2 1 Shi Ji Jing Ji Bao Dao· 2025-08-22 04:17
Group 1 - The hydrogen energy industry in China is gaining significant attention as a strategic emerging industry and a key development direction for the future, becoming a hot competition area for regional development [2] - The Jiaxing Port Area has proactively entered the new energy sector since 2018, aiming to establish a "1+2" industrial structure based on green chemical new materials and supported by aerospace and hydrogen energy industries [2] - Jiaxing Port Area is positioned as a demonstration zone for hydrogen energy, leveraging its abundant industrial by-product hydrogen resources and diverse application scenarios to accelerate the full-chain layout of hydrogen energy [2] Group 2 - By May 2025, the port area plans to operate 300 hydrogen-powered heavy trucks, aiming to create the world's largest hydrogen energy port transportation cluster, with current operations of 100 trucks achieving a range of 450 kilometers on a 15-minute refueling [2] - The port area has initiated the development of hydrogen fuel-powered container ships, equipped with two sets of 240 kW hydrogen fuel cell systems, with a range of approximately 380 kilometers [3] - The traditional operational model of the port is undergoing innovation, transitioning to a "bulk to container" operation to reduce environmental impact, while also expanding clean energy application scenarios for greener operations [3]
从氢能重卡到零碳船舶,探访东方氢港“绿”变
2 1 Shi Ji Jing Ji Bao Dao· 2025-08-22 04:13
Core Viewpoint - The hydrogen energy industry in China is gaining significant attention as a strategic emerging industry, with the Jiaxing Port Area positioned as a key player in this sector, aiming to become a globally influential "Oriental Hydrogen Port" [1][2]. Group 1: Industry Development - The Jiaxing Port Area has proactively entered the new energy sector since 2018, focusing on building a "1+2" industrial structure based on green chemical new materials and supported by aerospace and hydrogen energy industries [1]. - The port area is leveraging its abundant industrial by-product hydrogen resources and diverse application scenarios to accelerate the full-chain layout of hydrogen energy [1]. Group 2: Infrastructure and Logistics - By 2025, the Jiaxing Port Area plans to operate 300 hydrogen-powered heavy trucks, aiming to create the world's largest hydrogen energy port transportation cluster [1]. - Currently, 100 hydrogen-powered heavy trucks are in operation, achieving a range of 450 kilometers with a 15-minute refueling time, which reduces operational costs by 15% compared to fuel vehicles [1]. Group 3: Environmental Initiatives - The port area has initiated the development of hydrogen fuel-powered container ships, which are equipped with two sets of 240 kW hydrogen fuel cell systems, with a range of approximately 380 kilometers [2]. - The traditional operation model at the port is being transformed to promote environmental sustainability, including a shift from bulk cargo to containerized operations to reduce environmental impact [2].
湖北钟祥加快打造氢能装备制造产业基地
Zhong Guo Xin Wen Wang· 2025-08-20 18:00
Group 1 - The China Zhongxiang Hydrogen Energy Equipment Industry Chain Investment Promotion Conference was held on August 19, with a total project signing amount of 8.57 billion yuan, covering the entire hydrogen energy chain of "production, storage, transportation, and utilization" [1][2] - The event was themed "Win-Win Hydrogen Era Empowering New Ecology," guided by the Hubei Provincial Department of Commerce and the Jingmen Municipal People's Government [1] - Key projects signed include a 2 billion yuan hydrogen industry fund project, a 1 billion yuan Donghong Urban Lifeline Intelligent Industrial Park project, and a 180 million yuan Shanghai Nengfu Electric Hydrogen Storage Module and Integration project [1] Group 2 - Zhongxiang has gathered over 20 hydrogen industry chain enterprises, with advantages in 36,000 kW hydropower and 300,000 kW wind and solar green electricity [2] - The city aims to attract upstream and downstream leading enterprises, establish a provincial hydrogen equipment manufacturing technology research institute, and plan a hydrogen equipment manufacturing demonstration park [2] - The goal is to achieve a total output value of 10 billion yuan for the entire hydrogen industry chain by 2028 [2]
2025 H1新建加氢站设备集成商TOP5都有哪些?
势银能链· 2025-08-19 03:17
Core Viewpoint - The article discusses the current state and future prospects of the hydrogen refueling station industry in China, highlighting key players, market statistics, and recent developments in the sector [3][6][10]. Industry Overview - As of June 30, 2025, China has built a total of 560 hydrogen refueling stations, with 29 new stations completed in the first half of 2025, showing stability compared to the same period in 2024 [3]. - The top five equipment integrators in the hydrogen station market maintain a combined market share of 52%, with traditional leaders like Haidilisen, Guofu Hydrogen Energy, and Houpu firmly established [3][6]. Company Highlights Haidilisen - Founded in 2001, Haidilisen specializes in high-pressure fluid equipment and has been a pioneer in hydrogen safety equipment and refueling station manufacturing [6]. - Key developments include the successful operation of a high-pressure hydrogen refueling station in Foshan, capable of refueling 100 hydrogen vehicles daily, and the delivery of liquid-driven compressors to international markets, including Australia and the UK [6][7]. Guofu Hydrogen Energy - Established in 2016, Guofu Hydrogen Energy is a leading provider of hydrogen production, storage, transportation, and utilization equipment, with a market share exceeding 35% [7][9]. - Recent projects include supplying equipment for a green hydrogen demonstration project in Malaysia and establishing a joint venture in Singapore to build a hydrogen refueling station [9]. Houpu - Houpu focuses on clean energy equipment manufacturing and has a strong presence in the hydrogen energy sector, participating in over 70 hydrogen station projects across China [10]. - The company has introduced advanced hydrogen compression technology and has been involved in significant projects, including the first carbon-neutral hydrogen station in China [8][10]. Youjiete - Youjiete is a high-tech enterprise engaged in hydrogen refueling systems and has been involved in various projects, including a successful collaboration with a hydrogen refueling station in Beijing [11][13]. - The company has been recognized for its innovative solutions in the hydrogen energy sector [11]. Naide Energy Equipment - Naide Energy provides comprehensive solutions for hydrogen production and refueling, recently winning contracts for integrated hydrogen production and refueling systems [12][16]. - The company has established itself as a key player in the hydrogen equipment market, focusing on high safety standards and efficient deployment [12][16].
上汽通用与Momenta达成合作;东风集团拟转让东本发动机股权
Mei Ri Jing Ji Xin Wen· 2025-08-18 23:05
Group 1 - SAIC-GM and Momenta have signed a strategic cooperation agreement to deepen collaboration in the field of assisted driving, with Buick's high-end electric sub-brand "Zhijing" set to feature the Momenta R6 flywheel model based on reinforcement learning [1] - This partnership marks a significant step for traditional automakers in the smart driving sector, enhancing SAIC-GM's technological competitiveness in the high-end electric vehicle market [1] - The collaboration is expected to boost investor confidence in the technological implementation within the smart driving sector [1] Group 2 - BYD's public relations manager emphasized the company's commitment to avoiding unnecessary online disputes and focusing on its own development, promoting a healthy competitive environment in the automotive industry [2] - This approach is likely to enhance BYD's image among consumers and investors, setting a positive example for the industry [2] - The emphasis on healthy competition is expected to positively impact the overall automotive market and strengthen confidence in BYD and the automotive sector [2] Group 3 - Dongfeng Group plans to transfer 50% of its stake in Dongfeng Honda Engine Co., which has recently turned a profit of 37.085 million yuan in the first half of the year [3] - The sale aims to optimize and adjust the company's fuel vehicle asset structure, facilitating a faster transition to new energy [3] - This move reflects a strategic shift among traditional automakers and may accelerate the integration process within the fuel vehicle supply chain [3] Group 4 - Yihuatong and Pengfei Group have signed a strategic cooperation agreement to develop hydrogen fuel cell technology and its large-scale application, aiming to establish Luliang as a national manufacturing base for hydrogen energy heavy trucks [4] - The initial agreement includes the procurement of 100 hydrogen fuel cell heavy trucks and 250 hydrogen fuel cell logistics vehicles [4] - This collaboration is expected to accelerate the market penetration of hydrogen commercial vehicles and enhance the competitiveness of related companies, attracting investor interest in the hydrogen and clean energy sectors [4]
上汽通用与Momenta达成合作;东风集团拟转让东本发动机股权丨汽车早参
Mei Ri Jing Ji Xin Wen· 2025-08-18 23:04
Group 1: Strategic Collaborations - SAIC-GM and Momenta have signed a strategic cooperation agreement to deepen collaboration in the field of assisted driving, with Buick's high-end electric sub-brand "Zhijing" set to feature the Momenta R6 flywheel model based on reinforcement learning [1] - Yihuatong and Pengfei Group have entered into a strategic cooperation agreement to focus on the research and large-scale application of hydrogen fuel cell technology, aiming to establish Luliang as a national manufacturing base for hydrogen energy heavy trucks [4] Group 2: Industry Positioning and Market Sentiment - BYD's senior executive reiterated the company's commitment to avoid negative competition with peers, emphasizing the importance of healthy competition for industry progress, which may enhance the company's image among consumers and investors [2] - Dongfeng Group's plan to transfer 50% of its stake in Dongfeng Honda Engine Company reflects a strategic shift towards optimizing its fuel vehicle asset structure and accelerating its transition to new energy, potentially strengthening market confidence in the automotive sector's electrification efforts [3]
氢能商用车领域惊现350辆大单!
第一商用车网· 2025-08-18 06:58
Core Viewpoint - The strategic cooperation between Yihuatong and Pengfei Group aims to advance hydrogen fuel cell technology and its large-scale application, marking a significant step towards commercializing the hydrogen energy industry in Lvliang [1][3]. Group 1: Strategic Cooperation - Yihuatong and Pengfei Group signed a strategic cooperation agreement on August 8, focusing on hydrogen fuel cell technology development and large-scale application [1]. - The partnership is expected to promote resource sharing and complementary advantages, driving high-quality development of the hydrogen energy industry in Lvliang [1][4]. Group 2: Resource and Infrastructure - Lvliang has a unique advantage with its "resource + scenario" dual engine, including an annual coking capacity of 18.67 million tons in Xiaoyi City, which can produce 4.4 billion cubic meters of coke oven gas, yielding 200,000 tons of low-cost hydrogen [3]. - Pengfei Group has established a complete "hydrogen production-storage-transportation-application" chain, with a logistics network of 70,000 heavy trucks to support the large-scale deployment of hydrogen vehicles [3]. Group 3: Initial Procurement and Application - The initial phase of the cooperation includes the procurement of 100 hydrogen fuel cell heavy trucks and 250 hydrogen fuel cell logistics vehicles, with heavy trucks designated for coking raw material transportation and light trucks for urban cold chain logistics [3][4]. - Yihuatong will provide core technology for the fuel cell systems, while Pengfei Group will build a cluster of hydrogen refueling stations and a digital operation platform to validate the economic viability and reliability of hydrogen vehicles [3][4]. Group 4: Future Development Plans - Yihuatong aims to integrate the three key elements of "coking hydrogen source - heavy truck manufacturing - logistics finance" to create a replicable "Lvliang model" for hydrogen energy development across the country [4].
2025年这6家企业发布电堆新品
势银能链· 2025-08-18 04:03
Core Viewpoint - The fuel cell industry is facing challenges such as high manufacturing costs, inadequate infrastructure, intense market competition, and reduced policy subsidies, leading to a decline in sales of fuel cell vehicles. However, several companies are committed to technological research and development, resulting in significant advancements in fuel cell stack innovation and commercialization [2][4]. Summary by Sections Industry Overview - The sales of fuel cell vehicles in 2024 were 7,131 units, a year-on-year decrease of 6.8%. In the first half of 2025, the sales further dropped to 1,967 units, reflecting a year-on-year decrease of 22.0% and a quarter-on-quarter decrease of 57.3% [2]. Technological Innovations - **Jichong Hydrogen Energy**: Launched the MH290 metal plate fuel cell stack with a peak power of 410.9 kW, setting a new industry record. The stack has a design life of 30,000 hours, addressing the issue of frequent core component replacements [2][4]. - **Xie Hydrogen New Energy**: Released its first mass-produced 20 kW air-cooled hydrogen fuel cell, achieving a new record for single-stack power output [5]. - **Shenli Technology**: Introduced the Gen4 stack, capable of power coverage from 180 kW to 400 kW, targeting heavy transport and energy storage applications [6]. - **Hydrogen Pioneering Energy**: Unveiled two new stacks, ST280VID and ST1D4AII, with significant improvements in power density and flexibility for various applications [7]. - **GAC Group**: Developed a 140 kW fuel cell stack, achieving a power density of 7 kW/L and reducing size and weight by 30% and 25% respectively [9]. - **Dongfeng Motor**: Released a 400 kW fuel cell stack designed for heavy-duty trucks, with capabilities for low-temperature cold starts and significant fuel efficiency improvements [10]. Market Outlook - Jichong Hydrogen Energy aims for profitability over diesel vehicles by 2025 under specific conditions (fuel cell price ≤ 800 RMB/kW and hydrogen price ≤ 32 RMB/kg) and complete commercialization by 2027 with further price reductions [4].
成都成立一支科幻基金
Sou Hu Cai Jing· 2025-08-17 13:27
作者 | 投资哥 来源 | 投资家网 LP募资情报 百诚医药布局生命健康基金,拟出资2000万元 成都设立科幻与未来产业发展基金,目标规模超30亿 近日,在第二届科幻产业发展促进大会上,成都正式宣布启动科幻与未来产业发展基金。这是全国首只 城市级科幻未来产业引导基金,目标规模超30亿元,存续期限7年,采取直接投资与子基金模式。基金 由成都科创投集团、成都传媒集团、成都交子金控集团合资设立公司任普通合伙人与执行事务合伙人, 天府文投公司担任基金管理人。基金将重点投向科幻阅读、影视、游戏、衍生品、装备等"科幻+"领 域,以及互联网应用、数字智能与内容、消费、制造等"未来+"赛道,助力成都构建现代科幻产业体 系,建设"中国科幻之都"。(天府文投) 投融资动态 振电智感完成千万元天使轮融资,加速核心技术落地 近日,专注于传感器技术研发与应用的振电智感宣布完成近千万元天使轮融资,本轮融资由麟阁创投领 投,水木清华校友基金跟投。振电智感深耕工业级与消费级传感器领域,其研发的高精度传感器在智能 制造、智能家居等场景具备显著优势,可实现对温度、压力、位移等数据的精准采集与分析。此次天使 轮融资的落地,不仅为企业注入了发展资金 ...
(活力中国调研行)成渝氢走廊跨城氢物流干线显雏形 正打造千亿级产业集群
Zhong Guo Xin Wen Wang· 2025-08-13 13:49
来源:中国新闻网 编辑:张澍楠 除成渝氢走廊外,重庆还推动建设长江经济带氢走廊,从重庆经武汉贯通长三角,结合沿江航运和城镇 分布,分别依托长江黄金水道、沿江高速布局氢能走廊,在港口码头和高速沿线规划加氢基础设施,发 展氢能船舶和江岸氢能补给网络,实现沿江协同发展。 (活力中国调研行)成渝氢走廊跨城氢物流干线显雏形 正打造千亿级产业集群 此外,重庆联动西部陆海新通道沿线省区市在高速公路服务区、物流园区规划加氢站点,服务长途运输 氢燃料重卡,力争打通西南通往东盟的氢能物流新通道。 中新网重庆8月13日电 (梁钦卿 吴旭 贾楠 纪嘉欣)记者13日在2025年"活力中国调研行"重庆主题采访活 动中获悉,成渝氢走廊自2021年底启动建设以来,沿高速公路通道布局加氢网络,跨城氢物流干线初见 雏形,计划到2030年成渝两地形成千亿级氢能产业集群。 当前,重庆正打造"西部氢谷",构建氢能制取、储运、装备、应用4大重点产业链条。在加氢站建设方 面,重庆市规划到2035年共新建加氢站50座,累计建成加氢站达到62座,氢气供应能力将达到3万吨/ 年,力争形成"网络完善、供应适配、智能安全"的加氢基础设施体系,全面支撑氢燃料电池汽车 ...