消息面上，国富氢能宣布，集团已向其客户完成交付合共424套车载高压供氢系统，该系统将应用于广 州市的燃料电池巴士。集团是次交付为广州大规模商业运营的氢燃料电池巴士(属中国规模最大的氢能 巴士项目)提供高效氢能供应。集团交付的424套车载高压供氢系统，乃集团独立开发及制造的产品，具 备安全性高、可靠性强及环境适应性佳等特点，是氢燃料电池车辆的核心关键组件之一。 国富氢能(02582)现涨超8%，截至发稿，涨7.29%，报28.84港元，成交额6365.31万港元。 ...

Core Insights - The National Energy Administration of China has announced 41 hydrogen energy pilot projects and 9 pilot regions, highlighting the government's commitment to advancing hydrogen energy initiatives [1] Group 1: Project Highlights - The Sheneng E'otouke Integrated Wind-Solar Hydrogen Production Project, led by China Chemical Engineering Donghua Company, focuses on utilizing local renewable energy for hydrogen production and aims to create a green ammonia and hydrogen coupling application [3] - The project integrates wind power, water electrolysis for hydrogen production, and green ammonia synthesis, contributing to the establishment of a new power system centered around renewable energy in the Ordos region [3] - The Liaoning Huadian Dobbingshan Wind Power Hydrogen Coupling Green Methanol Project is the largest renewable carbon source coupling green hydrogen methanol project under construction in China, converting wind power into green hydrogen and methanol [3] - This project aims to create an integrated green energy system that addresses wind power volatility and provides a replicable model for hydrogen energy development in similar regions [3]

提起佛山，人们总会想起那些赫赫有名的历史人物，既有"男儿当自强"的武学宗师黄飞鸿，也有疾 呼"天下变法之事，未有全利而无弊者"的近代著名思想家、教育家——康有为。 佛山环两江片区东望广州、南连中山、西临肇庆、北靠清远，横跨佛山市三水、南海、顺德三区，是佛 山地理上的"中部枢纽"。2025年，佛山以强大的综合实力和发展前景重新回到新一线城市行列。立足新 发展阶段，佛山市委、市政府提出"再造一个新佛山"的目标。作为实现该目标的战略支点，佛山环两江 片区这块"承东启西"的区域在《佛山市环西江—北江区镇村高质量发展先行区总体规划》的加持下，正 成为佛山未来最广阔的腹地。全国各地都在关注着这个充满潜力的城市"窗口"。 【佛山市三水区："中国饮料之都"吸引300多家食品饮料企业入驻】 转自：扬子晚报 12月9日至12日，由佛山市委宣传部指导、羊城晚报报业集团主办的"联动新一线 融媒观两江"媒体调研 行活动举行，扬子晚报、郑州晚报、光明网、环球网近20家主流媒体的记者重点走访作为环两江先行区 和核心区的白坭、西南、丹灶、西樵、九江、龙江六镇街，对该片区在推动"百千万工程"过程中实现的 产业发展、文旅融合等发展成就展开考察调 ...

赫美集团（002356.SZ）12月23日在投资者互动平台表示，公司共享单车两轮车在山西孝义、河南、内 蒙古、安徽和云南等地已陆续投放运营，公司共享单车两轮车业务将根据公司战略持续探索氢能在短途 出行领域的商业化应用，积累运营经验。共享单车两轮车业务运营相关信息敬请关注公司公告。 （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：2025年全国多省市加速布局氢能两轮车示范应用，凭 借其超长续航、快速补能及低温性能稳定等优势，为绿色出行提供了新选择。该技术正从实验阶段迈向 规模化应用，有望破解传统电动车冬季续航缩水的痛点。赫美集团与关联方的氢燃料电池两轮车有哪些 高频、长距离等场景优势？ ...

Core Insights - The China Industrial Gases Industry Association held its 35th member conference, showcasing the development achievements of the industrial gas sector and discussing future growth strategies [1] Group 1: Industry Development - By 2025, all segments of the Chinese industrial gas industry are expected to experience growth, with significant advancements in electronic gases, liquid hydrogen, gas analysis, and rare gases [1] - The electronic gas sector is thriving in market size, technological breakthroughs, and domestic substitution [1] - Liquid hydrogen is entering the industrialization phase with diverse application scenarios, while facing challenges in cost and ecological optimization [1] - The gas analysis market is expanding, with accelerated technological upgrades towards high-end intelligence and a reshaping competitive landscape [1] - The rare gases sector is also growing, with helium production increasing and self-sufficiency rates improving [1] Group 2: Regional Development - Handan City is developing the "Handan China Gas Valley," establishing a leading gas industry ecosystem with key enterprises and abundant industrial by-product gas resources [2] - The city hosts leading companies such as China Shipbuilding (Handan) Special Gas Co., Ltd. and Hebei Handan Steel Special Gas Co., Ltd., which contribute to the scale and green development of the gas industry [2] - Suggestions for the development of "Handan China Gas Valley" include focusing on electronic gases, promoting hydrogen energy across the entire supply chain, and accelerating the collaborative innovation of industrial gases [2] Group 3: Future Initiatives - The gas association plans to continue aligning with industry development by introducing group standards and monitoring the progress of safety regulations [2] - Key initiatives include the preparation of the "15th Five-Year Development Guide for the Gas Industry" and the establishment of emergency response bases for the gas sector [2]

暴涨在大宗商品之间互相"传染"。继黄金白银之后，铂金也开始飙涨。 多位市场分析人士认为，此轮铂金行情并非短期情绪驱动，铂钯市场已经连续多年出现供应短缺、库存低位的 情况，随着铂钯在汽车催化剂以及氢能等新兴应用场景需求的打开，铂、钯或站在新一轮价值重估的起点。 上市以来首次涨停，铂金强势"出圈" 自11月27日上市以来，铂、钯期货一直运行稳健，上市首日成交较为活跃，随后成交量有所走低。 12月15日，铂期货主力合约早盘强势走高，午后强势封涨停，日内涨幅达7%，报482.4元/克，这是该品种上市 以来首次涨停，成交量大幅攀升至4.18万手。此外，钯期货主力合约也一度大涨超5%，收盘涨4.73%，报407.6 元/克。 值得注意的是，在国际市场上，铂金同样走势凌厉。今年以来，铂金价格年内累计涨幅已高达93%，突破持续 多年的下降通道。 FXEmpire金融分析师Muhammad Umair指出，推高铂金价格的主要原因在于不断增长的工业需求和日益收紧的 供应结构。从需求上看，燃油汽车行业复苏可能产生积极影响。另一方面，占铂金全球产量70%以上的南非仍 受限于电力短缺、矿体老化和运营成本上升等问题，造成供应问题。 在他 ...

12月17-18日 江苏·苏州香格里拉大酒店 尊敬的各位报告嘉宾、参会代表： 您好！2025（第三届）氢储运关键技术发展论坛 将于 12月17-18日在 苏州香格里拉大酒店 举行（16日下午会议签到；17、18日主题报告） ，感谢您在百忙之中出席本次会议。为大家能够顺利地参与本次会议，组委会准备了最全参会攻略，建议微信收藏，仔细阅读！ 注册签到 会议酒店： 苏州香格里拉大酒店 多元储运，破局而立 2025（第三届）氢储运关键技术发展论坛 酒店地址： 江苏省苏州市虎丘区塔园路168号 签到时间及地点 12月16日（周二） 13:00-20:00（1F酒店大堂） 12月17日（周三） 07:30-08:50（2F新地厅） 参会人员请到指定签到处签到，可领取参会证、餐饮券、会刊等会务资料。 会议规范 为保证此次论坛顺利召开，请大家全程佩戴胸卡，方便进出； 此次会务资料在会议签到时领取，每人一份； 本会场内禁止吸烟，为保持会场秩序和对发言代表的尊重，请大家将手机关闭或是调至震动。 会议期间天气 天气衣着（查询自12.12） 交通指南 会议酒店： 苏州香格里拉大酒店 酒店地址： 江苏省苏州市虎丘区塔园路168号 交通路 ...

Core Insights - The event "China Shipbuilding Group Intelligent Leading Deep Blue" showcased the innovative capabilities of the China Shipbuilding Group's 712 Research Institute, emphasizing its advancements in green intelligent ships, urban rail transit, and hydrogen energy applications [4][5]. Group 1: Green Intelligent Ships - The 712 Research Institute is a leader in green intelligent ship technology, having pioneered the all-electric ship concept and developed a comprehensive technical system for power system research, core component production, and system integration [6]. - The institute's delivered new energy power systems account for over 50% of the national market, maintaining a leading position [6]. - Notable projects include the Wuhan "Junlv No. 1," the first pure electric passenger ship certified by CCS, and the "Three Gorges Hydrogen Ship No. 1," which has replaced 108 tons of fuel and reduced CO2 emissions by 360 tons [7]. Group 2: Hydrogen Energy Applications - Hydrogen energy is a key focus area, with the institute achieving significant advancements in fuel cell technology, including a domestic production line for membrane electrodes and bipolar plates [8]. - The hydrogen fuel cell system developed for ships has a power output efficiency of 50%-60% and features a multi-level safety protection system certified by CCS [8][9]. - The "Hydrogen Electric Tug No. 1" is the first zero-emission hydrogen tugboat in China, capable of reducing CO2 emissions by approximately 1,500 tons annually [9]. Group 3: Urban Rail Transit - The 712 Research Institute is the only domestic entity with complete proprietary intellectual property for direct current traction power supply systems, covering 20 cities and 52 rail transit lines [11]. - The institute's products dominate the market in metro power supply systems, with a market share of over 95% in the non-ferrous metal smelting sector [11]. - The institute has developed a comprehensive research and production capacity, with an annual output value of 500 million yuan, supporting the high-quality development of urban rail transit [11]. Group 4: Innovative Application Scenarios - The event featured innovative applications such as the smart ship cockpit, which integrates AI and human-centered design to enhance navigation safety and efficiency [12]. - The smart kitchen research platform utilizes automated cooking and food preparation systems, allowing real-time feedback from employees to improve product development [13].

Core Insights - The recent event in Zhengzhou marked a record for the largest single signing of hydrogen fuel light trucks in China, with a strategic agreement for 500 hydrogen fuel cell systems between Weishi Energy and Yutong Light Truck [1] - Yutong Group is committed to increasing R&D investment and collaborating with partners to develop sustainable hydrogen transportation business models [1][2] - Weishi Energy aims to validate the economic viability of hydrogen technology in various commercial vehicle scenarios, demonstrating its capabilities in the hydrogen energy sector [2] Group 1 - The strategic signing of 500 hydrogen fuel cell systems will support the development of a cold chain logistics network in Henan, covering 18 cities and 102 counties [1] - The collaboration aims to create a replicable model for hydrogen energy in the cold chain food supply sector, contributing to national hydrogen energy promotion [1][3] - Weishi Energy and Yutong Group have previously collaborated on various hydrogen vehicle projects, showcasing the adaptability of hydrogen technology in different commercial applications [2] Group 2 - The recent project is a significant milestone for Weishi Energy in expanding its market presence in Central China and contributing to the green transportation system in Zhengzhou [3] - Future plans include leveraging local resources and the hydrogen industry development strategy in Zhengzhou to enhance the coverage of cold chain logistics [3] - The initiative aligns with national carbon neutrality goals, providing a hydrogen-powered solution for sustainable logistics [3]

Group 1 - The MTSYS-120 marine fuel cell system was launched by Tomorrow Hydrogen Company, receiving certification from China Classification Society (CCS), marking a significant step towards the commercialization of hydrogen-powered vessels in China [2] - The MTSYS-120 system features a stack power greater than 150kW, a power density of 6.5kW/L, a system power of 120kW, and a lifespan exceeding 22,000 hours, making it suitable for various types of vessels including passenger ships and cargo ships [2] - Global hydrogen-powered shipping is entering a commercial phase, exemplified by the order of two hydrogen-powered bulk carriers by Norwegian shipping company MøreSjø from Turkish Gelibolu Shipyard, marking the first such orders in the bulk carrier market [2] Group 2 - The development of hydrogen-powered vessels is supported by policies from the Ministry of Transport and other departments, which encourage the application of LNG, methanol, and hydrogen fuel cell technologies in medium to large vessels [3] - The shipping industry consumes approximately 300 million tons of fossil fuels annually, contributing nearly 3% of global greenhouse gas emissions, highlighting the need for a green transition in the sector [3] - Challenges remain for hydrogen vessel development, particularly in hydrogen storage technology and safety considerations, which are critical for the application of hydrogen in shipping [3] Group 3 - Tomorrow Hydrogen Company also announced the delivery of hydrogen-powered drones, which significantly enhance flight endurance compared to traditional lithium battery drones, achieving over 3 hours of flight time [3] - The year 2025 is projected to be a pivotal year for the commercialization of hydrogen drones in China, with advancements in lightweight hydrogen fuel cell systems [3] - The low-altitude economy in China is expected to experience explosive growth in 2025, with the market size projected to exceed 800 billion yuan, driven by innovations in hydrogen fuel cells and other technologies [4] Group 4 - Despite the potential of hydrogen fuel cells in drones, there are significant technical challenges, particularly regarding the weight and energy density of hydrogen storage systems, which currently do not meet the stringent requirements for aviation [4]