证券代码：002430 证券简称：杭氧股份 公告编号：2025-068 债券代码：127064 债券简称：杭氧转债 同意公司与洛阳龙泽能源有限公司、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（暂定名，最终以当地市场监督管理局核准的 名称为准），注册资本1,500万元。其中，公司出资765万元，占比51%；洛阳龙泽能 源有限公司出资585万元，占比39%；上海氢枫能源技术有限公司出资150万元，占比 表决结果：3票同意，0票反对，0票弃权。同意票数占有表决权总票数的100%。 《关于投资设立氢能合资公司的公告》具体内容详见《证券时报》、《上海证 券报》和巨潮资讯网（www.cninfo.com.cn）。 杭氧集团股份有限公司（以下简称"公司"或"本公司"）于2025年7月29日以 通讯方式召开了第八届监事会第二十二次会议，本次会议的通知及会议资料于2025 年7月24日以传真、电子邮件等方式送达各位监事。会议由公司监事会主席董吉琴女 士主持，应参加会议的监事3名，实际参加会议的监事3名。本次会议的召集和召开 符合《公司法》及《公司章程》的有关规定，合法有效。 会议审议了列入议程的议案 ...

Core Insights - Hydrogen energy is viewed as the next major opportunity following wind power, photovoltaics, and new energy storage, but it faces skepticism and challenges in commercialization [2][3] - Despite potential short-term downturns, hydrogen energy is considered a long-term viable sector, with significant growth expected around 2035 [3][16] Investment Strategy - Focus on companies with core technologies that can dominate future markets, and projects that can generate stable short-term revenue to withstand downturns [3][11] - Emphasis on sectors with large market sizes and minimal competition, particularly those that can effectively address the "West-to-East hydrogen transport" challenge [9][11] Technological Development - The hydrogen industry is experiencing rapid technological advancements, particularly in electrolyzers and hydrogen storage, but commercial viability remains to be proven [6][10] - The economic viability of hydrogen is closely linked to carbon pricing, with European carbon prices significantly higher than those in China, influencing market dynamics [6][12] Market Dynamics - The hydrogen sector's valuation is affected by global economic conditions and geopolitical factors, which can slow down climate and decarbonization policy implementation [12][13] - The importance of "correct subsidies" is highlighted, advocating for support directed towards leading technology companies to enhance overall industry competitiveness [4][5] Application Scenarios - Key application areas expected to see early breakthroughs include hydrogen-powered mining trucks and electricity peak shaving, driven by the increasing reliance on renewable energy sources [17][10] - The potential for natural hydrogen exploration in coastal regions of China is noted, with competitive production costs compared to traditional hydrogen sources [9][11]