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四川打造100个高水平技工教育专业支撑重点产业发展 专业紧跟产业 打通就业“最后一公里”
Si Chuan Ri Bao· 2025-07-06 01:18
四川省人民政府办公厅关于加快新时代技工教育高质量发展的实施意见 围绕特色产业打造重点专业 ●结合产业需求,布局建设人工智能、低空经济、绿色氢能等新质生产力和未来产业领域相关专业 ●满足社会民生所急需,开设康复保健、老年服务与管理、婴幼儿托育服务与管理、家政服务与管 理等专业 ●依据全省15条重点产业链科技创新人才需求、用工需求和就业情况,建立专业动态调整和预警机 制,到2029年打造100个支撑全省重点产业发展的高水平技工教育专业 日前,省政府办公厅印发《关于加快新时代技工教育高质量发展的实施意见》(简称《实施意 见》)。根据部署,四川将通过优化布局、推行教学改革、建立专业动态调整和预警机制等一系列措 施,加速技能人才培养模式变革,推进技工教育高质量发展。到2029年,打造100个支撑全省重点产业 发展的高水平技工教育专业,促进高质量充分就业,积极支撑建圈强链行动。 技能人才培养如何与产业需求相匹配?如何进一步增强技工教育服务能力?记者采访了省人力资源 社会保障厅相关负责人和技工院校相关负责人,探寻答案。 四川技工教育如何与产业有效接轨,从而促进高质量充分就业? "强化专业建设是重头戏。"省人力资源社会保障厅 ...
How a Government Loan Changes the Game for Plug Power
MarketBeat· 2025-07-04 14:53
Core Insights - The narrative surrounding Plug Power has shifted from concerns about funding its growth to a focus on operational execution following a $1.66 billion conditional loan guarantee from the U.S. Department of Energy (DOE) [1][2][4] Funding and Financial Outlook - The DOE loan provides a clear financial runway for Plug Power to build a network of up to six green hydrogen production facilities across the U.S., addressing previous financing risks [2][4] - This loan is a cheaper funding source compared to issuing new stock, which can dilute existing shareholders' equity, thus protecting investor interests [4] - The loan is specifically allocated for expanding the production network, reducing reliance on third-party suppliers and providing a clear path to commercial scale [4] Operational Execution and Growth - Plug Power aims to control the entire hydrogen process, from production to manufacturing, which is crucial for improving gross margins [3] - Recent milestones indicate tangible progress in operational execution, with the company’s production capacity increasing to approximately 40 tons per day (TPD) following the commissioning of a new facility in Louisiana [10] Market Validation and Insider Confidence - The DOE's endorsement positions Plug Power as a strategic national asset, enhancing its credibility and attractiveness to future partners and customers [4] - Recent insider purchases by Plug Power's CFO, totaling 1,000,000 shares, signal strong executive confidence in the company's future [6] Stock Performance and Investment Outlook - The stock forecast indicates a potential upside of 25.68%, with a 12-month price target of $1.83, suggesting that the market may not have fully priced in the recent de-risking event [7] - Investors are encouraged to monitor key metrics such as gross margin improvements and new commercial contracts in the upcoming quarters [8]
氢燃料电池汽车“组团破圈” 出租、物流、环卫全都“氢”装上阵
Yang Shi Xin Wen· 2025-06-19 00:42
为期三天的2025国际氢能与燃料电池汽车大会18日在上海举办,近300家国内外企业重点展示了氢燃料电池汽车的新产品和新技术。 记者在现场看到,这届大会围绕着氢燃料电池汽车的全产业链进行了充分展示。 而另一辆全球首款氢混乘用车,动力输出上可氢可电,示范运行突破了1万公里。 整车方面,这款全新一代氢燃料电池乘用车,续航里程从上一代的550公里,提升至700公里,加氢时间仅需5分钟。 催化剂是影响燃料电池效率的核心材料,一款自主研发的催化剂,通过构建独特的介孔结构,提升了稳定性和耐久性,综合性能提升了10%至15%。 双极板作为燃料电池的"骨架"。这款钛基碳涂层双极板采用了全新工艺,寿命有望突破3万小时,成本降低30%以上。 中国汽车工程学会副秘书长赵立金:技术端已经实现了很大的技术突破,包括从氢能的制取、储运、加注到燃料电池的材料以及电堆系统的集成技术,都有 长足的进步。 全球最大吨位氢燃料电池矿卡迎来首秀 在2025国际氢能与燃料电池汽车大会上,全球最大吨位氢燃料电池矿卡迎来首秀。 眼前这台矿卡,是全球首台260吨级氢燃料电池矿卡,堪称钢铁"巨无霸",车长14.7米多、宽9.1米多、高7.4米多,光是轮胎就高达 ...
欧盟与阿联酋正式启动自由贸易协定谈判
news flash· 2025-05-29 05:15
智通财经5月29日电,欧盟与阿联酋28日正式启动双边自由贸易协定谈判,为欧盟在海湾地区达成首个 全面贸易协定创造可能性。欧盟委员会负责贸易和经济安全等事务的委员马罗什·谢夫乔维奇与阿联酋 外贸国务部长萨尼·本·艾哈迈德·泽尤迪当天在迪拜重申了达成协定的共同愿景,并就路线图达成一致, 实质性谈判工作最早将于6月启动。首次谈判会议将重点讨论降低商品关税、便利服务、数字贸易和投 资流动。双方还将探讨在可再生能源、绿色氢能和关键原材料等战略领域促进贸易的方式。 欧盟与阿联酋正式启动自由贸易协定谈判 ...
Plug Power(PLUG) - 2025 Q1 - Earnings Call Transcript
2025-05-12 21:32
Plug Power (PLUG) Q1 2025 Earnings Call May 12, 2025 04:30 PM ET Company Participants Teal Vivacqua Hoyos - VP -Marketing & CommunicationsAndrew Marsh - CEOJose Crespo - Chief Revenue OfficerBill Peterson - Equity ResearchColin Rusch - Managing Director - Head of Sustainable Growth & Resource Optimization ResearchDushyant Ailani - Senior VP Conference Call Participants George Gianarikas - Managing Director and Senior AnalystEric Stine - Senior Research Analyst Operator Greetings, and welcome to the Plug Pow ...
Plug Power(PLUG) - 2025 Q1 - Earnings Call Transcript
2025-05-12 21:30
Financial Data and Key Metrics Changes - In Q1 2025, Plug Power reported revenue of $134 million, aligning with guidance and showing progress towards profitability with improved margins and reduced cash burn [4][5] - The company projects revenue between $140 million to $180 million for Q2 2025 [5] - Cash burn in Q1 was down nearly 50% year-over-year, with expectations for further reductions due to the Quantum Leap cost-saving program [7][10] Business Line Data and Key Metrics Changes - The material handling business saw renewed momentum, highlighted by a $10 million initial order from a major customer, linked to over $200 million in future opportunities [5][6] - The hydrogen generation capacity increased to 40 tons per day with the commissioning of a new plant in Louisiana [6] Market Data and Key Metrics Changes - The company is actively engaged in the European market, tracking an electrolyzer opportunity funnel worth over $21 billion across 2025 and 2026 [14][22] - In Europe, regulatory frameworks and funding initiatives are driving significant demand for electrolyzers, with Plug Power positioned favorably in this market [21][22] Company Strategy and Development Direction - Plug Power is focusing on expanding its presence in Europe, leveraging regulatory support and funding for green hydrogen projects [14][21] - The company is implementing a major cost-saving initiative called Quantum Leap, targeting over $200 million in annualized reductions across various operational areas [6][7] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the company's ability to navigate a turbulent macro environment while achieving operational targets [4][5] - There is uncertainty regarding U.S. clean energy policies, but the company remains engaged with policymakers to advocate for stable hydrogen policy frameworks [13][14] Other Important Information - Plug Power raised $280 million in equity and secured a $525 million structured financing facility to bolster liquidity and reduce risk [8][10] - The company is actively working to mitigate the impact of increased tariffs on Chinese imports affecting core product lines [11][12] Q&A Session Summary Question: Impact of the tax bill on Texas facility and the DOE loan - Management indicated that they are working to start construction this year to qualify for the tax credit, and they see significant opportunities in Europe [27][30] Question: Update on electrolyzer orders and FID - Management confirmed a backlog of $200 million for electrolyzers, with expectations for two gigawatts to reach FID by year-end, though some projects may extend into 2026 [34][35] Question: Cost cuts and potential business rationalization - Management stated there are no plans to sell parts of the business and emphasized ongoing investments in Europe [42][43] Question: Update on hydrogen production facilities - Management reported record production in Georgia and expressed confidence in the ramp-up of operations in Louisiana [55][56] Question: Demand for material handling outside the U.S. - Management noted new opportunities in Europe, including partnerships with BMW and STEF [59][60] Question: Economic outlook and customer expansion - Management confirmed growth with existing customers and new opportunities, maintaining a focus on achieving gross margin breakeven by year-end [66][67] Question: Update on Texas project CapEx and safe harbor status - Management confirmed $250 million spent on the Texas project, with a total CapEx of $800 million, and expressed optimism about qualifying for safe harbor [73][74] Question: Conversations regarding tariff surcharges - Initial conversations about surcharges have occurred, but current inventory levels are providing some protection against cost increases [76][77]
绿氢产销提升超50%,国家能源集团Q1氢能布局多点开花
势银能链· 2025-04-25 03:23
"宁波膜智信息科技有限公司"为势银(TrendBank)唯一工商注册实体及收款账户 势银研究: 势银产业研究服务 势银数据: 势银数据产品服务 势银咨询: 势银咨询顾问服务 重要会议: 2025势银绿氢产业大会(7月16-17日,江苏·无锡) 添加文末微信,加 绿氢 群 作为国内最早开展氢能产业布局的央企, 国家能源集团 持续深耕 "绿色氢能产业链" 与 "氢能创新服务链" 双轮驱动体系。 目前已形成覆盖 "制储输用 + 品质检测 + 数字化销售" 的完整闭环, 在化工减碳、氢基燃料、交通载运(氢能重卡 / 内河船舶 / 铁路机车)、海洋能源开发等领域打造多元示范场 景,以氢能技术创新持续赋能新质生产力培育。 国华投资(氢能公司) 作为国家能源集团氢能产业核心承载主体 ,聚焦前沿技术孵化与产业生态构 建,深度融入 "煤火风光水储核" 多能互补体系,通过 "技术研发 - 装备制造 - 场景应用 - 标准输出" 全周期运营,成为推动氢能与传统能源协同发展的 关键枢纽。 自2025开年以来,国家能源集团呈现强劲发展态势,在绿氢产销规模突破、重大项目建设推进等关键领域实现阶段性突破。 以下为具体进展内容(根据公开资料 ...
Plug Power(PLUG) - 2024 Q4 - Earnings Call Transcript
2025-03-04 17:33
Plug Power Inc. (NASDAQ:PLUG) Q4 2024 Earnings Conference Call March 4, 2025 8:30 AM ET Company Participants Meryl Fritz - Marketing and Communications Manager Andy Marsh - CEO Sanjay Shrestha - GM, Energy Solutions & CSO Paul Middleton - CFO Conference Call Participants Colin Rusch - Oppenheimer Craig Irwin - Roth Capital Partners Saumya Jain - UBS Bill Peterson - JPMorgan Eric Stine - Craig-Hallum George Gianarikas - Canaccord Genuity Sherif Elmaghrabi - BTIG Chris Tsung - Wolfe Research Tim Moore - Clear ...