基金规模20亿元，蜀道装备作为LP认缴10亿元，占比50.00%;蜀道股权基金公司作为LP认缴9.98亿元， 占比49.90%;蜀道产融管理公司担任GP认缴200万元，占比0.10%。基金首期出资到位1000万元，用于中 国证券投资基金业协会备案。后续出资根据投资项目投资决策金额及合伙企业运作需要，按各合伙人在 基金中的认缴出资比例履行实缴出资义务，具体出资金额和出资日期以基金管理人发出的缴款通知书为 准。 蜀道装备(300540.SZ)发布公告，为满足战略发展需求，加快推动产业布局优化和并购投资项目落地实 施，助力公司持续构建完善工业气体、清洁能源以及氢能产业平台，公司拟与蜀道产融(四川)私募基金 管理有限公司(以下简称"蜀道产融管理公司")、蜀道(四川)股权投资基金有限公司(以下简称"蜀道股权基 金公司")共同投资设立蜀道(四川)气体产业股权投资基金(有限合伙)(暂定名，最终以工商注册为准)，主 要围绕工业气体(含特种气体、电子气体)、LNG、氢能领域设立子基金或开展直接股权投资。 ...

【厦钨新能：拟投资2.37亿元建设氢能及功能材料项目】《科创板日报》18日讯，厦钨新能(688778.SH) 公告称，公司全资子公司厦钨氢能拟投资23,688万元建设年产5,000吨氢能材料及7,000吨功能材料项 目，资金来源为自有资金及贷款。项目建设内容为通过设备采购等，建成年产5,000吨氢能材料（含贮 氢合金粉与固态储氢装置）及7,000吨功能材料生产线。项目建设周期为26个月，计划于2028年1月投 产。本项目短期内不会对公司本年财务状况和经营成果构成重大影响。 转自：智通财经 ...

杭氧股份（002430）公告，公司拟与洛阳龙泽能源有限公司和上海氢枫能源技术有限公司共同成立合资 公司——洛阳杭氧龙泽氢能有限公司，注册资本1500万元。其中，杭氧股份出资765万元，占比51%； 龙泽能源出资585万元，占比39%；上海氢枫出资150万元，占比10%。合资公司将投资、建设一套氢气 产能为2825Nm3/h的焦炉煤气制氢和充装装置，生产销售高纯氢及燃料电池汽车用氢产品，总投资约 4550万元，其余资金通过外部融资方式解决。 ...

Overview - Sichuan Jinding (Group) Co., Ltd. plans to introduce investors for capital increase in its subsidiary, Sichuan New Industry Green Hydrogen Technology Co., Ltd. [1][2] - The investment amount is 60 million yuan, with 1.06172 million yuan added to registered capital and 58.93828 million yuan to capital reserve, resulting in a new registered capital of 11.67892 million yuan [1][2][8] - After the capital increase, the investor, Fengxian Future Industry Investment Fund Partnership, will hold 9.091% equity in New Industry Green Hydrogen [1][2][8] Capital Increase Details - The capital increase is not related to any connected transactions and does not constitute a major asset restructuring as per regulations [1][3] - The board of directors approved the capital increase without needing a shareholders' meeting, with all seven attending directors voting in favor [3][4] - The shareholding structure before and after the capital increase shows a decrease in Sichuan Jinding's stake from 48.04% to 43.668% [2][3] Investor Profile - Fengxian Future Industry Investment Fund Partnership is a limited partnership with a total contribution of 2 billion yuan, established on January 20, 2025 [4][6] - The fund's recent financial data indicates a significant increase in total assets and net assets from December 31, 2024, to March 31, 2025 [6][7] Business Impact - The capital increase aligns with the strategic development plan of New Industry Green Hydrogen, enhancing its production and delivery capabilities [1][2][8] - The company will not change its consolidated financial statement scope, and the capital increase is expected to positively impact its market competitiveness [1][8] Financial Projections - The investment agreement includes performance commitments, such as achieving a minimum invoiced revenue of 178 million yuan within 90 days post-capital increase and specific net profit targets for the following years [10][12] - The agreement stipulates that if performance targets are not met, the investor has the right to request a buyback of their shares [12][13]

Overview of Capital Increase - Sichuan Jinding (Group) Co., Ltd. approved a capital increase for its subsidiary, Sichuan New Industry Green Hydrogen Technology Co., Ltd., by introducing Sichuan Xingyong Private Fund Management Co., Ltd. as an investor [1] - The investment amounts to 18 million yuan, with 457,200 yuan allocated to registered capital and 17.54 million yuan to capital reserves [1] - Post-investment, the registered capital of New Industry Green Hydrogen is updated to 10.6172 million yuan, with Xingyong Fund acquiring a 4.31% equity stake [1] Progress of Capital Increase - As of the announcement date, New Industry Green Hydrogen has received the 18 million yuan investment and completed the necessary registration changes, obtaining a new business license from the Chengdu High-tech Industrial Development Zone Market Supervision Administration [2] - The updated registration details include the company name, unified social credit code, type, legal representative, registered capital, establishment date, and business address [2] Shareholder Structure - The shareholder structure post-capital increase includes: - Sichuan Jinding (Group) Co., Ltd. with a contribution of 5.1 million yuan, holding 48.04% of shares - Yili Dynamic Energy (Beijing) Technology Co., Ltd. with 2.9 million yuan, holding 27.31% - Chengdu Electric Hydrogen Zhiyuan Enterprise Management Center (Limited Partnership) with 2 million yuan, holding 18.84% - Wuxi Mingyang Hydrogen Fuel Power Technology Co., Ltd. with 160,000 yuan, holding 1.50% - Sichuan Xingyong Private Fund Management Co., Ltd. with 457,200 yuan, holding 4.31% [3][5]

Core Viewpoint - The establishment of the "Chaoyang Hydrogen Energy New Momentum Venture Capital Fund" with a capital of 5 billion RMB signifies a strategic move by Sinopec to expand its investment in the hydrogen energy sector, reflecting its commitment to transitioning towards clean energy and enhancing its investment ecosystem in this area [4][5][10]. Group 1: Fund Establishment and Investors - The new fund has a total investment of 5 billion RMB, with Sinopec Capital holding a 48.98% stake, indicating strong backing from one of the world's largest refining and chemical companies [4][7]. - Other investors include Yantai Guotai Chengfeng Asset Management and the Shandong New Momentum Green Leading Investment Center, which is a government-backed fund with a registered capital of 20 billion RMB [7][8]. - The fund aims to invest in the entire hydrogen energy industry chain, including production, storage, transportation, and application technologies [10][11]. Group 2: Strategic Importance of Hydrogen Energy - Sinopec has been under pressure to transition towards low-carbon energy sources, having set ambitious goals to become a leading hydrogen energy company by 2025, including the establishment of 1,000 hydrogen refueling stations and producing over 1 million tons of green hydrogen annually [14]. - Shandong Province has been proactive in developing its hydrogen energy sector, with plans to achieve a total industry output value of 100 billion RMB by 2025 and 500 billion RMB by 2030 [15][16]. - The collaboration between Sinopec and Shandong's government-backed entities aligns with the province's strategic focus on new energy and the complete hydrogen energy industry chain [17]. Group 3: Market Activity and Financial Strength - Sinopec Capital has been active in the primary market, with 46 direct investment events totaling over 8.4 billion RMB, covering various strategic emerging industries [19]. - The company reported a revenue of 3.07 trillion RMB and a net profit of 50.3 billion RMB in 2024, showcasing its financial strength and ability to support extensive investments [18][19]. - The recent issuance of a 900 million RMB technology innovation bond, which was oversubscribed by more than seven times, further demonstrates market confidence in Sinopec's strategic direction [19][20].