日前，沙特阿拉伯王储兼首相穆罕默德·本·萨勒曼接见了到访的印度尼西亚总统普拉博沃，双方共同主 持召开了沙特—印尼最高协调委员会第一次会议。两国领导人高度评价了双边经贸关系的紧密性，并一 致认为应进一步加强合作，特别是在两国共同优先发展的重点领域，支持私营部门建立伙伴关系，充分 对接沙特"2030愿景"与"黄金印尼2045"愿景，推动多领域合作深入开展。 本次访问期间，两国签署总价值270亿美元的合作协议与谅解备忘录，涵盖清洁能源、石化、医疗保 健、能源供应链、制药及健康技术等领域。 其中，沙特国际电力和水务公司（ACWA Power）与印尼主权财富基金"达南塔拉"、印尼国家石油公司 签署了谅解备忘录和合作协议，内容包括清洁能源项目的投资和开发等。项目总资金达100亿美元，助 力印尼实现能源转型目标，即到2034年使可再生能源在总能源结构中的比重提升至34%，到2060年使该 比重提升至87%。ACWA Power副董事长兼董事总经理拉阿德·萨阿迪称，该合作体现了对印尼的承诺， 支持印尼实现能源和水资源长期安全目标，建设可持续的、更加绿色的未来。 近年来，沙特与印尼经贸关系持续升温。据统计，2024年两国非石油 ...

Core Insights - Dongyue Silicon Material announced its capital layout, revealing that its subsidiary, Dongyue Future Hydrogen Energy Materials Co., Ltd., has passed the listing guidance acceptance by Shandong Securities Regulatory Bureau and plans to list on the Sci-Tech Innovation Board, potentially becoming the third listed company under the Dongyue system [1] - The founder, Zhang Jianhong, appears to hold less than 1% of shares but maintains control through voting rights arrangements, holding 35.50% control [1] - The company has faced challenges in its IPO journey, attempting to go public three times since 2020, and recently signed a guidance agreement with CITIC Securities on March 10, 2024, aiming to raise 560 million yuan for a perfluorosulfonic acid membrane project [1] Company Overview - Dongyue Future was established in December 2017 with a registered capital exceeding 440 million yuan, leveraging Dongyue Group's 35 years of fluorochemical experience to achieve breakthroughs in proton exchange membrane technology [1] - The company plans to launch a low-permeability hydrogen proton membrane in 2024, which will reduce hydrogen permeability by 42% [1] Market Context - Global investment in clean hydrogen projects has surged from approximately 10 billion USD in 2020 to an estimated 75 billion USD in 2024, indicating a diversification of hydrogen fuel cell application scenarios [1] - Despite having leading technology in proton exchange membranes, the company faces challenges in technology, market, and profitability, with the competitive landscape becoming increasingly fierce [1] - The company must keep pace with technological trends to maintain its competitive edge, as failure to do so may weaken its technological advantages [1]

中国在清洁氢能发展中表现突出，截至2024年底，清洁氢能生产规模居全球首位，拥有全球60%的电解槽制造能力，政策支持和成本优势推动其产能快速增 长，已累计签约等可再生能源制氢项目超700个，未来产能有望达每年800万吨以上，还在探索构建氢能交易体系。 为推动亚太氢能市场发展，氢能生态系统各参与者需采取行动，政府应统一认证框架、简化跨境贸易要求等；供应商要商定联合开发原则、降低成本；承购 商需制定风险分担机制；服务提供商应提供鉴证和监测服务，推动价格发现。只有各方携手合作，才能抓住清洁氢能经济发展机遇，迈向更清洁、可持续的 未来。 清洁氢能对亚太各经济体实现净零排放目标意义重大，它不仅是钢铁、工业化学等难以减排行业脱碳的"催化剂"，还代表着全新的经济机遇。然而，当前亚 太氢能市场发展面临诸多挑战，2025年成为该产业发展的关键一年。 从氢能需求来看，亚太地区要在2050年前实现净零排放，清洁氢能的推广应用至关重要。预计到2030年和2050年，各行业分别需要6700万吨和2.35亿吨氢能 来实现净零目标。其中，中国和印度预计将主导亚太地区的氢能需求，占比约80%，但两国仍需进口补充；韩国和日本需求主要依赖进口。 ...