当前，发展氢能产业是国家实现"双碳"目标、构建新型能源体系的关键路径之一，也是省市重点培育的 战略性新兴产业。广州发展贯彻国家及省市关于氢能产业发展战略，立足能源核心主业，以"制、储、 运、加、用"产业链全场景视角，积极开展氢能应用技术研究和产业探索，推动示范，努力为构建具有 广州特色的氢能全产业链贡献力量。 公司紧密围绕能源产业基础和优势资源，以应用场景创新为牵引，以核心技术突破为支撑，以示范项目 建设为抓手，系统推进氢能业务发展。 （一）制储氢多路线推进 广州发展积极实施电解水、甲醇重整等多路线制储氢探索。电力制氢方面，已建成珠江电厂谷电制氢项 目和台山光伏电站绿电制氢项目。其中，台山光伏电站成功投运小型PEM电解制氢示范平台，实现了 光伏发电与制氢技术的直接耦合运行，验证了技术可行性，掌握了绿电制氢的工艺、装备及运行经验。 甲醇或天然气重整制氢方面，积极筹划依托南沙油库、南沙天然气应急调峰气源站等设施，协同开展甲 醇或天然气重整制氢项目。 （二）加氢站建设有序推进 广州发展积极推进加氢站建设，计划利用公司位于南沙产业园区、龙穴岛等地块，先行布局2座加氢 站。为更快解决近期氢燃料电池车加氢问题，将率先建设 ...

Group 1 - The core message indicates that Dongfang Hydrogen Energy has achieved record-high performance in 2023, with contracts related to hydrogen equipment increasing by over 400% year-on-year and revenue from hydrogen equipment rising by over 200% [1] - Dongfang Electric (600875.SH) confirmed on the investor interaction platform that it has developed a comprehensive solution for the hydrogen energy industry, covering production, storage, transportation, and utilization [1]

Core Viewpoint - The launch of China's first commercial hydrogen production project based on "photoelectrochemical water splitting" technology and the first civilian liquid hydrogen refueling station marks a significant breakthrough in the hydrogen energy industry chain in China [1][2]. Group 1: Hydrogen Production - The commercial hydrogen production project utilizes advanced "polyhedral strontium titanate concentrating quantum hydrogen-oxygen thermal integration technology" with 144 heliostats and 24 concentrating hydrogen production reactors [2]. - The project aims for a hydrogen production cost of 21 yuan per kilogram, with potential reductions to 16 yuan per kilogram as the project scales up and achieves a light-hydrogen conversion efficiency exceeding 20% [2]. Group 2: Hydrogen Storage and Transportation - Hydrogen storage and transportation account for 30% to 40% of total costs in the hydrogen supply chain, with pipeline transportation being a key focus for reducing unit distribution costs [2]. - The newly launched liquid hydrogen refueling station, with an investment of 83 million yuan, aims to facilitate the entire hydrogen supply chain and provide diverse application scenarios for low-temperature liquid hydrogen [3]. Group 3: Hydrogen Applications - The introduction of liquid hydrogen refueling stations enables the use of liquid hydrogen heavy-duty trucks, which can achieve a range exceeding 800 kilometers, nearly doubling the range of traditional gaseous hydrogen trucks [3]. - The National Energy Administration has announced support for 41 projects and 9 regions to promote the transition of the hydrogen industry from demonstration to large-scale application [3]. - Hydrogen applications in sectors like hydrogen metallurgy are gaining traction, with a focus on developing carbon "zero emissions" technologies in iron production [3][4]. Group 4: Market Potential - There is a strong demand for hydrogen energy in industries such as heavy-duty trucks, metallurgy, and chemicals in the Panzhihua region, which is still an untapped market [4]. - Panzhihua is accelerating the establishment of an application ecosystem combining "three-dimensional transportation + green hydrogen metallurgy + electric hydrogen" to provide a testing ground for hydrogen energy promotion [4].

Core Insights - The first commercial hydrogen production project based on "photoelectrochemical water splitting" technology and the first civilian liquid hydrogen refueling station have been launched in Panzhihua, Sichuan Province, marking a significant breakthrough in China's hydrogen energy industry chain [1][2] Hydrogen Production - The commercial hydrogen production project utilizes advanced "polyhedral strontium titanate concentrating quantum hydrogen-oxygen thermal integration technology" with 144 heliostat mirrors and 24 concentrating hydrogen production reactors [2] - The designed hydrogen production cost is 21 yuan per kilogram, with potential reductions to 16 yuan per kilogram as the project scales up and achieves a light-hydrogen conversion efficiency exceeding 20% [2] Hydrogen Storage and Transportation - Hydrogen storage and transportation account for 30% to 40% of the total cost in the hydrogen industry chain, with pipeline transportation being a key focus for reducing unit distribution costs [2] - New pure hydrogen pipelines and the blending of hydrogen into existing natural gas pipelines are considered primary methods for hydrogen transportation [2] Hydrogen Applications - The newly launched liquid hydrogen refueling station, with an investment of 83 million yuan, aims to facilitate the entire hydrogen production, storage, transportation, and application chain [3] - Liquid hydrogen offers advantages such as high energy density, low storage pressure, and high purity, making it suitable for large-scale and long-distance hydrogen energy storage and efficient utilization [3] - The National Energy Administration has announced support for 41 projects and 9 regions to promote the transition of the hydrogen industry from demonstration to large-scale application [3][4] Market Potential - There is a strong demand for hydrogen energy in sectors such as heavy trucks, metallurgy, and chemicals in Panzhihua and surrounding areas, which have not yet been fully tapped [4] - Panzhihua is accelerating the construction of a "three-dimensional transportation + green hydrogen metallurgy + electric-hydrogen multi-energy" application ecosystem to provide a testing ground for hydrogen energy promotion [4]

在公司"十五五"战略周期内，氢能及相关新能源技术被视为推动业务结构优化与绿色转型的重要方向。 通过示范项目先行落地并进入实际运行阶段，渤海化学得以在真实工况下对技术稳定性、运行效率及经 济性进行验证，为后续相关业务的规模化推进积累工程数据与运营经验。 此外，该项目在资源利用层面同样具有探索价值。依托工业副产氢作为主要氢源，有机液储放氢技术有 望提升副产氢的消纳效率，增强氢能供给体系的灵活性，对推动可再生能源制氢与工业用氢的协同发展 具有积极意义。 该项目由渤海石化联合中氢源安（北京）科技有限公司共同实施，重点聚焦安全有机液储放氢关键技术 研发。在项目推进过程中，团队围绕储放氢催化剂体系、工艺流程优化以及系统集成等核心环节持续攻 关，最终实现储氢、放氢装备的成套化与工程化落地，为后续应用提供了可运行、可复制的技术基础。 "十五五"战略背景下，示范项目探索产业化可行路径 从产业角度看，该示范项目的投用具备一定标志意义。一方面，通过自主研发与联合攻关，项目在安全 有机液储放氢领域实现关键技术突破，有助于降低对海外技术路径的依赖程度；另一方面，有机液储放 氢在降低氢气储运风险、提升用氢场景适配性方面的优势，也为氢能在 ...

证券日报网讯 12月29日，东方电气（600875）在互动平台回答投资者提问时表示，东方电气已形成氢 能"制储加用"全产业链解决方案及相关服务。 ...

Core Insights - Platinum prices have surpassed $2000 per ounce for the first time since 2008, with a year-to-date increase of over 120% [1] Supply and Demand Dynamics - The significant rise in platinum prices is closely linked to changes in market supply and demand structures [1] - The World Platinum Investment Council forecasts a supply shortage in the global platinum market for the third consecutive year in 2025, with a shortfall of approximately 22 tons [1] - South Africa, a major producer of platinum, faces structural challenges such as aging mines and power shortages, which limit production capacity [1] Industrial Demand - Platinum's industrial properties support its demand, particularly in automotive catalytic converters and the hydrogen energy sector [1] - The ongoing global green transition enhances the market's interest in platinum's applications in fuel cells and electrolysis for hydrogen production [1] - High gold prices this year have also increased platinum's attractiveness as an alternative precious metal [1] Market Developments - The Guangzhou Futures Exchange launched platinum and palladium futures contracts on November 27, which is seen as a move to improve the domestic derivatives system and provide risk management tools for industry chain enterprises [1]

储氢碳纤维复合储罐作为氢能产业链中的关键装备，在全球能源转型背景下扮演着日益重要的角色。当前行业正处于快速成 长阶段，产品以 III 型、 IV 型储罐为主导，广泛应用于燃料电池汽车的氢气储存系统。全球范围内，美国、欧洲、日本和韩 国在技术和产业化方面处于领先地位，中国企业正积极追赶。随着氢燃料电池汽车产业的蓬勃发展，储氢罐行业迎来了前所 未有的增长机遇，但也面临着技术门槛高、成本压力大等挑战。行业竞争格局呈现多元化特征，国际巨头在高端市场占据主 导，而中国企业则在政府支持和本土产业链配套下逐步提升市场占有率。 从产业链角度看，上游碳纤维材料供应存在结构性不平衡，高性能碳纤维产能集中且受国际贸易政策影响显著。中游储氢罐 制造技术复杂，涉及材料科学、机械工程等多学科交叉，工艺要求极高。下游应用以交通领域为主，正逐步向固定式储能、 气体配送等领域拓展。全球关税政策变动，如美国关税体系调整，正在重塑行业竞争秩序与跨境价值链布局，增加了行业发 展的不确定性。 对于中国市场，当前我国储氢罐以 35MPa 碳纤维缠绕 III 型罐为主， 70MPa 高压罐正处于研发示范阶段。国家发改委、能源 局等近年来出台了《氢能产业发 ...

短短三周，美国仓库里就堆满了从全球抢购的29万盎司铂金，这个数字足以让整个行业震惊。铂金价格应声飙升45%，突破了每盎 司1300美元大关，而在此前整整十年间，它始终在800到1100美元的区间内徘徊。这场争夺战的核心并非为了打造奢华首饰，而是 围绕一种关乎未来能源命脉的战略物资，氢能产业链中不可或缺的催化金属。 当大多数人还在将铂金与婚戒划等号时，它已经悄然成为中美科技博弈的新焦点。美国在2025年10月突然宣布考虑对铂金加征关 税，引发了这场全球抢购潮。与此同时，中国从去年11月1日就开始布局铂金进口增值税的即征即退政策，悄悄为这场资源战做准 备。两大经济体不约而同地将目光投向这种白色金属，背后隐藏着对新能源革命主导权的激烈竞争。 铂金在现代工业中扮演着关键角色，凭借其极其稳定的化学性质和出色的催化能力，成为高端制造和绿色产业的核心材料。从汽车 尾气净化装置到化工生产设备，从玻璃制造到医疗电子设备，铂金的身影无处不在。但真正推动其需求暴涨的，是它在氢能产业中 几乎无可替代的地位。 氢能被全球主要经济体视为能源转型的关键方向，而铂金是制造"绿氢"所用电解槽以及氢燃料电池中最核心的催化剂。虽然在乘用 车市场， ...

格隆汇12月16日丨海马汽车(000572.SZ)在投资者互动平台表示，公司与中国航天科技集团有限公司101 研究所曾有过成功合作：双方共同建设了位于海口的"光伏制氢加氢一体化站"，这是公司在氢能全产业 链布局中的重要一环，该项目已建成并投入运营，为公司氢能汽车的示范运营提供了绿色能源保障。 ...