中化新网讯 8月8日，由明阳智能（601615）控股子公司明阳氢燃联合深圳能源（000027）协同共创的 全球首个30MW级纯氢燃气轮机氢储能示范工程，在内蒙古鄂托克高新技术产业开发区开工建设。这标 志着我国在氢能发电及长时储能领域实现关键突破。 该工程依托深能鄂托克风光制氢一体化合成绿氨项目，制氢规模为48000Nm3/h，储氢部分设置12台 1875立方米球罐，配套电源为500MW风电项目和5MW光伏离网制氢项目，下游配套年产15万吨合成氨 装置，同时配备1套30MW级纯氢燃气轮机用于氢储能。 作为全球首个进入工程实施阶段的30MW级纯氢燃气轮机项目，该项目利用风电、光伏等波动性可再生 能源电解水制取绿氢，通过30MW级纯氢燃气轮机，将储存的氢气转化为稳定的零碳电力，构建了"绿 电制绿氢，绿氢再发电"的"电-氢-电"模式，实现"绿氢制备、规模储存、高效发电、化工合成"的系统集 成，为大规模氢能应用提供了示范和支撑。 明阳氢燃总经理王永志表示，该项目是明阳践行"双碳"目标、布局氢能产业的战略落子。该公司将以示 范工程为依托，持续推进纯氢燃气轮机技术迭代与成本优化，为新型电力系统构建提供核心装备支撑， 预计2 ...

Investment Rating - The report maintains an "Outperform" rating for the industry [1] Core Insights - Recent developments in domestic deep-sea wind power indicate a positive trend, with significant project approvals and regulatory support [5][10] - The report highlights the approval of a private placement by Aishuo Co., which aims to raise up to 3.5 billion yuan for expanding BC battery production capacity, reflecting a bullish outlook on the BC battery sector [5] - The report emphasizes the potential growth in the deep-sea wind power sector, driven by favorable policies and technological advancements [5][10] Summary by Sections Wind Power - The approval of the 500MW offshore wind power project by Goldwind Technology marks a significant step forward, with a total investment of approximately 571.37 million yuan and a planned operational start in November 2025 [10] - The Shandong provincial government is seeking opinions on a pricing mechanism that categorizes bidding for deep-sea wind power separately, which could encourage further development in this area [10] - The wind power index decreased by 1.53% this week but outperformed the CSI 300 index by 0.22 percentage points, with a current overall PE ratio of 20.57 [11] Photovoltaics - Aishuo Co. received approval for a private placement to raise funds for BC battery capacity expansion, which is expected to enhance its financial strength and competitive position in the market [5] - The report notes a positive trend in profitability for Aishuo Co., with a significant turnaround in the second quarter [5] Energy Storage & Hydrogen - The successful delivery of the world's first 30MW pure hydrogen gas turbine, "Jupiter One," represents a milestone in hydrogen power generation in China, with plans for a demonstration project expected to start in August [6] - The report suggests that the electric-hydrogen-electric model will support the growth of renewable energy, with the pure hydrogen gas turbine being a key component [6] Investment Recommendations - The report recommends focusing on investment opportunities in the domestic offshore wind sector, including companies like Mingyang Smart Energy, Goldwind Technology, and Dongfang Cable [6] - In the photovoltaic sector, it suggests monitoring structural opportunities related to the BC battery trend, with recommended stocks including Dier Laser and Aishuo Co. [6] - For energy storage, it highlights the potential in overseas markets and recommends companies like Sungrow Power Supply and Haibo Technology [6] - In hydrogen energy, it advises focusing on companies involved in green hydrogen project investments, recommending Jidian Co. [6]