登录新浪财经APP 搜索【信披】查看更多考评等级 11月24日，无锡蠡湖增压技术股份有限公司（下称"蠡湖股份"）举办特定对象调研活动，接待了中金银 海（香港）基金、华润（香港）国际投资、蜂投基金等7家机构及媒体代表。公司副总经理兼董事会秘 书陈瑶、证券事务代表姚楠出席，就子公司氢能船舶业务进展、新业务拓展策略、机器人零部件布局及 内生外延发展路径等市场关切问题展开交流。 投资者活动基本信息 据披露，本次调研活动类别为特定对象调研，于2025年11月24日10:30-12:00在江苏省无锡市滨湖区胡埭 镇天竹路2号举行。参与机构包括中金银海（香港）基金、华润（香港）国际投资、蜂投基金、元一基 金、盈科控股等投资机构，以及企业观察报、约牛软件等媒体及研究机构。公司方面由副总经理、董事 会秘书陈瑶与证券事务代表姚楠负责接待。 核心议题解读 氢能船舶业务：瞄准内河市场布局标准化产品 针对子公司海大清能船舶（大连）有限公司的发展规划，公司介绍，该子公司聚焦"氢基能源船 舶"和"小型智能船舶"两大核心领域，专注提供氢基能源动力解决方案及小型智能化船舶开发建造服 务。"未来将瞄准内河氢能船舶市场和内河航运标准化、绿色低碳环 ...

Core Viewpoint - The hydrogen energy shipping industry is gaining momentum as a solution to reduce carbon emissions from vessels, with significant advancements in fuel cell technology and government support for green development initiatives [3][4][6]. Group 1: Industry Overview - The annual carbon emissions from various types of vessels reach 1.12 billion tons, accounting for 4.5% of global CO2 emissions. In China, over 110,000 inland cargo and passenger ships predominantly use diesel, leading to severe pollution and a pressing need for clean energy alternatives [3]. - Hydrogen-powered vessels are recognized for their zero carbon emissions, high energy conversion efficiency, modular design, low operational noise, and reduced maintenance costs, making them a primary focus for research and industrialization in the new energy shipping sector [3]. Group 2: Government Initiatives - The "Hydrogen Industry Development Medium- and Long-Term Plan (2021-2035)" encourages the exploration of fuel cell applications in shipping and aviation. In 2023, a joint action plan for the green development of the shipbuilding industry was issued, promoting the development of new power ship types, including fuel cells, to create standardized and series-produced green vessels [3]. Group 3: Technological Advancements - The MTSYS-120 fuel cell system and MTMOD-150 fuel cell stack, developed by Tomorrow Hydrogen Company, have received type approval from the China Classification Society (CCS), allowing their use in domestic maritime and inland vessels. This marks the first CCS type approval certificate for hydrogen fuel cells in Anhui Province [3][6]. - The fuel cell system features a power output greater than 150 kW, a power density of 6.5 kW/L, and a lifespan exceeding 22,000 hours. It is modular, allowing for flexible integration into vessels with varying power requirements, and can be expanded to megawatt-level outputs [6].