顶层定调层层加码，从总书记定调新增长点，到能源局细化试点先行 【东吴公用】碳市场大幅扩容，版图清晰 【国金电新】两会在即 双碳高度再提，氢能再强调投资机会！_260227 2月26日，#生态环境法典首次将绿色低碳发展独立成编，并专设"应对气候变化"章节，明确了碳核算体系、碳市 场交易监管、产品碳足迹管理等核心制度；同时能源局再提非电利用目标，#推动可再生能源制氢氨醇等非电利用 规模跃升。 【东吴公用】碳市场大幅扩容，版图清晰 【国金电新】两会在即 双碳高度再提，氢能再强调投资机会！_260227 2月26日，#生态环境法典首次将绿色低碳发展独立成编，并专设"应对气候变化"章节，明确了碳核算体系、碳市 场交易监管、产品碳足迹管理等核心制度；同时能源局再提非电利用目标，#推动可再生能源制氢氨醇等非电利用 规模跃升。 顶层定调层层加码，从总书记定调新增长点，到能源局细化试点先行，#氢能产业已站在重要节点！从12月底我们 反复提示投资窗口期已经打开，重点布局政策下投资密集度最高、率先跑通经济性弹性方向。 绿醇：国内外氢能政策共振打开需求，率先投产、能保障销售渠道的绿醇生产商：#嘉泽新能、电投绿能、中 集安瑞科、中国天 ...

Financial Performance - The company reported a revenue of 1.442 billion yuan for the first half of 2025, representing a year-on-year decline of 9.98% [1] - The net profit attributable to the parent company was a loss of 2.031 million yuan, marking a shift from profit to loss compared to the previous year [1] - The full-year financial report for 2025 is expected to be released in early 2026, with a focus on whether the loss can be narrowed [1] Industry Policy and Environment - The hydrogen energy industry is experiencing ongoing policy updates that may indirectly impact the company's business [1] - On February 13, 2026, the National Hydrogen Energy Standardization Technical Committee solicited public opinions on 19 national standards, including "Hydrogen Fuel Quality Requirements" [1] - Institutions like CICC believe that the hydrogen energy industry may accelerate its development, which could affect the long-term business environment for hydrogen energy concept stocks like the company [1] Business Progress - The company's operations focus on hydrogenated phenolic chemicals and energy products [1] - In the first half of 2025, the company operated five hydrogen refueling stations, with significant year-on-year growth in hydrogen sales (e.g., Jiyuan South Second Ring Station sold 322 tons, an increase of 92.8%) [1] - Future plans for expanding hydrogen refueling stations and updates on hydrogen sales data are areas to watch [1]

Core Viewpoint - The establishment of the National Hydrogen Energy Storage and Transportation Equipment Quality Inspection and Testing Center in Guangdong marks a significant step towards high-quality development of the hydrogen energy industry in South China, supporting the national strategy for manufacturing and quality enhancement [1][2]. Group 1: Center Establishment and Purpose - The center is approved by the State Administration for Market Regulation and will be built by the Guangdong Special Equipment Testing Research Institute, aiming to create a comprehensive technical service platform for hydrogen energy storage and transportation equipment [1]. - Located in Foshan, the center will provide critical support for the safe development, technological innovation, and standard leadership of the hydrogen energy industry in the Guangdong-Hong Kong-Macao Greater Bay Area and nationwide [1][2]. Group 2: Industry Context and Challenges - Hydrogen energy is recognized as a strategic emerging industry in China, with Guangdong being a leading province in fuel cell vehicle demonstration, covering the entire industrial chain from production to storage, transportation, and usage [2]. - Despite rapid development in hydrogen storage equipment, the industry faces technical bottlenecks in inspection capabilities, which hinder efficient and safe development [2]. Group 3: Inspection Capabilities and Coverage - The center will cover 24 types of products and 311 inspection items related to the hydrogen energy storage and transportation industry, achieving over 96% coverage of relevant product inspection projects [2]. - It aims to fill technical gaps in efficient and long-distance storage and transportation of liquid hydrogen, solid-state hydrogen, and pipeline hydrogen [2]. Group 4: Innovation and Technical Focus - The Guangdong Special Equipment Testing Research Institute has extensive experience in the hydrogen energy storage field and aims to overcome key technical challenges in performance testing and evaluation under extreme conditions [4][5]. - The center will focus on high-pressure gaseous hydrogen, cryogenic liquid hydrogen, solid-state hydrogen, and hydrogen safety, developing proprietary testing methods and equipment [5]. Group 5: Integrated Service Platform - The center is designed as a national public technology platform integrating inspection, research and development, standard formulation, and industrial services [6]. - It will provide targeted R&D support, fault diagnosis, and personnel training, while exploring cooperation with international testing institutions to align with global standards [6]. Group 6: Strategic Support for Regional Development - The center's establishment aligns with national carbon neutrality goals and energy security strategies, enhancing the safety of hydrogen equipment and promoting collaborative innovation across the industry chain [7]. - It aims to attract high-end projects and talent, solidifying Guangdong's leading position in the national hydrogen energy industry and serving as a technological engine for the Greater Bay Area's green and low-carbon transformation [7].

跨越2000余公里，深入戈壁腹地驰援。近日，武汉检验检测认证发展集团有限公司（以 下简称武汉检测集团）专业技术团队奔赴新疆哈密市，完成13台加氢机专项校准任务。 氢能是未来国家能源体系的重要组成部分，也是推动能源结构转型的关键方向。加氢机 的精准计量直接关系到氢能加注环节的运营安全、交易公平与产业发展，是氢能产业链健康 发展的重要基础。 作为武汉检验检测领域的龙头企业，武汉检测集团此次驰援戈壁、护航氢能产业，彰显 了集团在氢能计量检测领域的硬核技术实力和高效服务能力，让武汉检验检测技术服务品牌 在新能源领域的影响力进一步提升。 武汉检测集团有关负责人表示，集团今后将继续围绕国家新能源发展战略，不断提升在 复杂环境下的计量保障与服务支撑能力，积极助力氢能产业健康发展，为国家能源结构转型 与安全贡献力量。 编辑：熊展平 冬季的这片戈壁腹地是校准作业的"天然考验场"——最低气温可达-30℃，风沙肆虐， 环境复杂。在极寒和风沙双重影响下，精密仪器易出现反应迟滞、数据波动，给高精度校准 工作带来重重挑战。 面对时间紧迫、环境艰苦等多重困难，武汉检测集团迅速响应，从计量中心抽调技术精 湛、经验丰富的骨干力量，紧急调配高精 ...

近日，记者来到首钢股份迁安钢铁公司铁前智慧管控中心，看到主控屏幕上滚动着各类数据，工作人员 在各自机位上协同对铁水运输进行数字化管控。 在推进绿色转型中，不少钢铁企业敏锐捕捉到了氢能产业的机遇，走上了融合发展之路。 党的二十届四中全会提出，坚持把发展经济的着力点放在实体经济上，坚持智能化、绿色化、融合化方 向。 作为我国重要的钢铁工业基地，迁安拥有全流程钢铁企业6家、钢铁深加工企业24家。如今，以首钢迁 钢为龙头，一场深刻的发展模式变革正在这座"钢铁之城"全面展开。 河北鑫达钢铁集团有限公司是当地一家老牌民营钢铁企业。"我们已在生产运营环节部署了10多个人工 智能模型，用于表面检测、设备故障预报等。"公司智能制造推进办公室副主任王小亮透露，"下一步计 划打造72个垂直大模型，实现采购、生产、销售全流程智能化。" 据悉，目前迁安全市钢铁企业已在炼铁、炼钢等12道工序实现45个场景的AI示范应用。迁安市数据科 技和工业信息化局局长许敏介绍："'十五五'期间，我们将深化与AI头部企业合作，让每一座高炉都装 上'智慧大脑'。" 除了智能化发展，迁安的钢铁企业还走上了绿色转型之路。唐山市生态环境局迁安市分局局长王志琦 ...

Group 1: Digital Transformation - The Shougang Group's steel company in Qian'an has implemented digital control for iron water transportation, utilizing data management systems [1] - The company has integrated artificial intelligence models into over 20 processes, resulting in annual cost savings of 70 million yuan and a reduction of 40,200 tons of carbon dioxide emissions [3][4] - Qian'an's steel enterprises have achieved AI demonstration applications in 45 scenarios across 12 processes, with plans to enhance collaboration with leading AI companies [4] Group 2: Green Transformation - Qian'an's steel companies are pursuing green transformation, achieving A-level environmental performance across all long-process steel enterprises [4] - The local steel and coking enterprises have a total coking capacity of 10.8 million tons, with the potential to produce 200,000 tons of hydrogen from coke oven gas [5] - The Hebei Yanshan Steel Group has deployed 643 hydrogen-powered heavy trucks, emphasizing the integration of hydrogen energy and steel production [6]

Group 1 - On February 9, 50 hydrogen-powered trucks were delivered in Wuhan, marking the first large-scale signing and delivery since the city was selected as a national hydrogen energy pilot region [1] - The chairman of Hubei Jiahengyun Industrial Company highlighted that hydrogen trucks reduce energy costs by over 30% compared to traditional fuel trucks, saving more than 100,000 yuan annually per vehicle based on a distance of 150,000 kilometers per year [1] - A total of 15 agreements were signed across the hydrogen energy industry chain, with over 600 hydrogen vehicle orders, including urban logistics and commuter buses [1] Group 2 - Wuhan plans to establish 20 hydrogen refueling stations by 2027, creating a diversified hydrogen supply system [3] - Quan Hydrogen Technology aims to focus on core technologies such as proton exchange membranes and membrane electrodes, striving for breakthroughs in key areas to enhance Wuhan's hydrogen industry innovation capabilities [3]

2月6日，记者从陕西省氢能产业链链主企业——陕西旭强瑞清洁能源集团有限公司获悉：该公司第 二批20辆氢能重卡近日正式交付投运。至此，韩城市氢燃料电池重卡累计投放量达140辆。 本次投运的氢能重卡搭载了由陕西旭强瑞清洁能源集团有限公司的子公司——陕西旭氢时代科技有 限公司自主研发的大功率氢燃料电池堆，采用"双78千瓦电堆"架构，具备动力强、续航长、氢耗低的特 点。车辆综合续航里程达450公里至500公里，百公里氢耗仅8公斤至9公斤，在实现零碳排放的同时，兼 顾了运营经济性与可靠性。 "通过'西安研发、韩城制造'的飞地合作模式，我们联合高校科研团队攻克核心技术，建成西北首 条全自动化氢燃料电池电堆生产线，第三代产品单堆额定功率提升至150千瓦，可满足千辆氢能重卡配 套需求，为韩城打造'西部氢都'筑牢根基。"陕西旭强瑞清洁能源集团有限公司总经理王进辉说。 近年来，韩城市抢抓氢能产业发展机遇，充分发挥资源、区位、场景等多重优势，积极布局氢燃料 电池重卡运输领域，不断扩大氢燃料电池汽车的示范应用规模，加快建设"西安—渭南—韩城"氢能廊 道，在氢能产业发展方面已形成一定的区域影响力。截至目前，当地已配套建成西北首座管道输 ...

2026.02. 08 本文字数：1451，阅读时长大约2分钟 作者 | 第一财经 林春挺 今年以来，吉电股份（现电投绿能）、中国能建、国家能源集团等国央企密集布局氢能领域，通过战 略重组、机构升格、平台设置等举措，推动氢能从"辅助业务"向"核心战略板块"跃升，加速构建覆盖 技术研发、工程应用、市场消纳的全产业链生态。 2月4日，吉林电力股份有限公司（即"吉电股份"）正式更名为国电投绿色能源股份有限公司（即"电 投绿能"，000875.SZ）。截至2025年末，该公司管理资产规模超1000亿元。而此次更名后，公司将 聚焦"新能源+"和绿色氢基能源双赛道。 国家能源局发布的《中国氢能发展报告（2025）》指出，中国的氢能产业正从试点探索逐步进入有 序破局的新阶段。根据该报告，2024年中国氢能生产消费规模突破3650万吨，连续多年位居全球第 一，占全球总消费量的三分之一以上。国家发改委原副主任、中国国际经济交流中心特邀专家张晓强 预测，到2030年，中国绿氢产量完全有可能达300万吨以上，形成万亿元以上大市场。 微信编辑 | 苏小 第 一 财 经 持 续 追 踪 财 经 热 点 。 若 您 掌 握 公 司 动 ...

Core Viewpoint - State-owned enterprises in China are intensifying their focus on the hydrogen energy sector, transitioning it from a secondary business to a core strategic area, thereby accelerating the establishment of a comprehensive industrial ecosystem covering technology research, engineering applications, and market consumption [1][2]. Group 1: Company Developments - Jilin Electric Power Co., now known as State Power Investment Corporation Green Energy Co., has rebranded to focus on "new energy+" and green hydrogen energy, managing assets exceeding 100 billion yuan by the end of 2025 [1]. - The company aims to provide integrated solutions for investment, construction, operation management, production supply, and market sales in the hydrogen sector, marking its role as a global platform for green hydrogen energy [1]. - International cooperation is progressing, with a memorandum of understanding signed with South Korean companies for green ammonia procurement during a high-level visit [1]. Group 2: Industry Trends - Similar strategic upgrades are observed across state-owned enterprises, with China Energy Engineering Group establishing a specialized hydrogen energy engineering and consulting platform to facilitate the transition of hydrogen technology from laboratory to large-scale application [2]. - The National Energy Group has created a hydrogen energy division, becoming the first among the five major power generation groups to establish a dedicated department for hydrogen energy [2]. - The focus on addressing key challenges in the hydrogen industry, such as high production costs and limited application scenarios, is evident, with companies forming partnerships to innovate in hydrogen storage and transportation [2][3]. Group 3: Market Outlook - The hydrogen energy industry in China is entering a critical phase of problem-solving and addressing shortcomings, with state-owned enterprises bringing in capital and resources while fostering specialized market mechanisms [3]. - The strategic importance of hydrogen energy is underscored by national policies, which emphasize its role in building a clean, low-carbon, and efficient energy system [3]. - According to the "China Hydrogen Development Report (2025)," China's hydrogen production and consumption scale is expected to exceed 36.5 million tons in 2024, maintaining its position as the world's largest consumer [4].