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这场变革中,金融力量正发挥重要助力
Xin Lang Cai Jing· 2026-01-15 14:14
Group 1 - China's innovation ecosystem has shown significant results, with many small tech companies receiving support in technology and funding, facilitating their technological breakthroughs [1][10] - Over 600,000 tech and innovative SMEs have been cultivated in China, with more than 140,000 specialized and innovative SMEs and over 17,600 national-level "little giant" enterprises [10] - Private enterprises constitute the majority among specialized and innovative SMEs, which are crucial for the country's technological self-reliance efforts [10] Group 2 - Beijing Bank is a representative pioneer in nurturing industrial innovation through financial support, focusing on technology finance as its primary strategy [2][11] - The bank aims to build a "specialized and innovative first bank" by restructuring service structures and innovating product systems to empower private and tech SMEs [2][12] Group 3 - Beijing Bank has developed a comprehensive financial service system that accompanies tech enterprises throughout their development cycle, providing tailored financial support [4][13] - The bank has established a "1+18+N" technology finance specialized network, serving nearly 60,000 tech SMEs with over 1.45 trillion yuan in credit funding [5][14] Group 4 - The core challenge in serving specialized and innovative enterprises lies in pricing their intangible assets, such as patents and data algorithms, which differ from traditional hard assets [6][15] - Beijing Bank has innovated its risk assessment by integrating various data sources to create dynamic digital profiles of enterprises, enhancing financing efficiency [7][15] Group 5 - The bank's strategy extends beyond individual financing solutions to building a collaborative industrial innovation ecosystem, focusing on key industries like information technology and high-end equipment [18] - By acting as a resource connector, Beijing Bank helps tech companies find market orders and investment partners, transitioning from mere financing to comprehensive intelligence integration [18][19]
总规模超3500亿,成都最大产业基金集群来了
FOFWEEKLY· 2026-01-15 10:01
Core Viewpoint - Sichuan is accelerating its venture capital landscape with a total fund size of 355.3 billion yuan, driven by policy innovation and capital aggregation [2][3]. Group 1: Fund Size and Investment Focus - As of January 14, 2026, Sichuan has signed 174 funds with a total scale of 355.3 billion yuan, focusing on key industries such as electronic information, healthcare, and artificial intelligence [5]. - The "Chengdu High-tech Zone Industry Fund Investment List" has been released, detailing the 355.3 billion yuan fund cluster and facilitating capital and project information disclosure [6]. Group 2: Policy Framework and Goals - In May 2025, Sichuan announced measures to promote high-quality development in venture capital, aiming for 500 private equity and venture capital management institutions and a fund management scale exceeding 400 billion yuan by 2030 [8]. - The measures include innovative mechanisms such as breaking the restrictions on fund registration and return ratios, and a loss tolerance mechanism for state-owned funds, allowing up to 60% loss tolerance [8]. Group 3: Ecosystem Development - The venture capital ecosystem in Sichuan is being activated, with a rapid increase in the number and scale of funds, including 50 provincial government-guided funds approved by the end of 2025, targeting a total scale of 99.26 billion yuan [9]. - Sichuan is building a comprehensive capital ecosystem covering various sectors, including hard technology and advanced manufacturing, supported by large-scale mother funds and targeted industry funds [11]. Group 4: Capital Deployment and Collaboration - The Sichuan Social Security Science and Technology Innovation Fund, with a total scale of 50 billion yuan, focuses on strategic emerging industries such as artificial intelligence and biomedicine [11]. - Various local funds have been established, such as a 20 billion yuan gas industry fund focusing on hydrogen energy and LNG, and funds for low-altitude economy, enhancing capital support for technology development [13]. Group 5: National Context and Future Outlook - The national venture capital guidance fund has completed strategic layouts in key regions, with a focus on early-stage investments, indicating a broader trend of capital gathering towards technology innovation and advanced manufacturing [14]. - The capital landscape in Sichuan reflects a national trend of recovery in the primary market, with a growing emphasis on patient capital supporting technological innovation [16].
亿华通尾盘涨超10% 多地发布氢能鼓励支持政策 燃料电池车量有望加速释放
Zhi Tong Cai Jing· 2026-01-15 07:35
亿华通(02402)昨日收涨15%,今日尾盘再涨超10%。截至发稿,涨8.95%,报28港元,成交额1.42亿港 元。 国金证券发布研报称,多省市发布氢能高速过路费减免政策,燃料电池汽车场景迎来突破。25年是示范 城市群政策的最后一年,也是氢能中长期规划的第一个结算时点,城市群扩容、补贴下发等政策将加速 燃料电池车量的释放,后续相关接续性政策也将陆续出台,建议关注燃料电池零部件头部企业,如亿华 通等。 消息面上,据SMM报道,自2025年年底以来,随着各省"十五五"规划建议的陆续发布,其各自关于氢 能方面的鼓励支持政策层出不穷。合肥"十五五"规划建议,推进氢能、氨能等技术迭代应用布局小型堆 等先进核能技术;河南:2027年底前对通行河南省收费公路的氢能货车免收通行费;四川:到2027年氢 能产业综合实力和应用规模进入全国第一梯队。 ...
港股异动 | 亿华通(02402)尾盘涨超10% 多地发布氢能鼓励支持政策 燃料电池车量有望加速释放
智通财经网· 2026-01-15 07:33
消息面上,据SMM报道,自2025年年底以来,随着各省"十五五"规划建议的陆续发布,其各自关于氢 能方面的鼓励支持政策层出不穷。合肥"十五五"规划建议,推进氢能、氨能等技术迭代应用布局小型堆 等先进核能技术;河南:2027年底前对通行河南省收费公路的氢能货车免收通行费;四川:到2027年氢 能产业综合实力和应用规模进入全国第一梯队。 国金证券发布研报称,多省市发布氢能高速过路费减免政策,燃料电池汽车场景迎来突破。25年是示范 城市群政策的最后一年,也是氢能中长期规划的第一个结算时点,城市群扩容、补贴下发等政策将加速 燃料电池车量的释放,后续相关接续性政策也将陆续出台,建议关注燃料电池零部件头部企业,如亿华 通等。 智通财经APP获悉,亿华通(02402)昨日收涨15%,今日尾盘再涨超10%。截至发稿,涨8.95%,报28港 元,成交额1.42亿港元。 ...
2030市场规模将达930亿,天荣科技新品瞄准分布式制氢
势银能链· 2026-01-15 03:27
"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 添加文末微信,加 绿氢 群 1月6日, 【 天荣科技新品发布&合作签约仪式 】 在 2025势银氢能与燃料电池产业年会暨镇海区氢能产业发展合作对接会 现场隆重举行,天荣 科技联合创始人、CEO 郭魏、氢航科技联合创始人 梁仰㭎、势银(TrendBank)董事长兼CEO 唐蔚波、常州氢舟能源创始人、总经理 刘锋、 卡沃罗总经理 沈炯等嘉宾上台揭晓两大重磅新品-- 天荣 ® 金箍棒 MH1-D绿氢压缩机、天荣 ® 宝葫芦 MH1-C绿氢压缩机 。 郭魏表示, 天荣科技选择以工程可靠性立身,不做"参数党"、不做"低价卷"、不做"试验品",做难而正确的工程问题,用时间验证产品价值 。 此次发布的天荣科技MH系列绿氢压缩机聚焦分布式制氢场景的核心需求,以工程可靠性为核心竞争力,破解了风光电力波动适配、高频启停耐 受、智能无人运维等行业痛点,为分布式制氢的规模化、商业化发展提供了关键装备支撑。 "小制氢"承载大价值,天荣科技新品彰显工程可靠性优势 当前,氢能产业正从示范阶段迈向工程化与规模化前夜,政策导向与能源体系变革形成双重驱动力,推动 ...
从“房山制造”到“房山智造”:新质生产力引擎点燃发展新动能
Zhong Guo Jin Rong Xin Xi Wang· 2026-01-14 12:09
转自:新华财经 在首都西南的房山区,一场以新质生产力为驱动的产业变革正在深入推进。从日前召开的房山区两会了 解到,2025年房山区全区预计实现规模以上工业总产值预计超800亿元。其中,绿色能源与新材料两大 主导产业产值分别达225亿元和180亿元,成为拉动区域发展的"双引擎"。 作为首都西南部的重要节点,房山区正紧紧围绕"科教融合文化名区、新质智造产业新城"的"一区一 城"新定位,以培育和发展新质生产力为核心,全力打造"绿色能源+新材料"两大产业引擎,为区域经济 高质量发展注入强劲动能。 绿色能源主承载区地位凸显,全产业链布局加速成型 房山区作为绿色能源主承载区,截至2025年底,全区已集聚绿色能源企业91家,实现产值高达225亿 元,产业集群效应日益凸显。 在新型储能领域,海博思创、新源智储等一批领军企业持续壮大。其中,海博思创成功入选国家企业技 术中心,新源智储应急管理部重点实验室也已建成投用,为行业技术创新提供了有力支撑。与此同时, 房山区获批建设新型储能电站应用示范区、绿色能源产教融合基地(房山)、中关村(房山)绿色能源 产业园,为储能技术的规模化应用和商业模式创新开辟了广阔空间。 在氢能产业赛道上, ...
2025年,德州市科技局新布局市级科技创新平台144家
Qi Lu Wan Bao· 2026-01-14 10:11
域重点支持集成电路关键部件、智能网络安全等方向。可以说,这批平台的产业分布与德州市产业转型升级的需求高度契合。三是前瞻布局未来产业新赛 道。面向生物制造、氢能、具身智能等未来产业,前瞻布局了一批聚焦前沿技术和颠覆性创新的平台,成为孕育未来产业的"孵化器"。例如,设立"德州 市胆汁酸合成生物制造技术创新中心",在合成生物学这一未来产业核心领域构筑研发优势;布局"氢能分布式发电""工业机器人控制"等与未来空间紧密 相关的平台。这些平台的建立,形成了一批具有潜在引领性的技术储备与早期创新策源点,为塑造未来发展新优势奠定基础。 在功能定位上,主要分为两类:基础研究类平台,侧重于行业前沿技术和应用基础研究,为产业中长期发展进行科学支撑和技术储备。比如市重点实验室 的定位在于获取新原理、新知识、新方法,着重解决生产实践和产业发展相关的科学问题。技术研发类平台,主要定位是攻克行业共性关键技术与"卡脖 子"难题,加速科技成果向现实生产力转化,提升企业核心竞争力与产品附加值。如2025年新批建的市高端竞技赛事自行车技术创新中心,就是致力于开 展高端竞技赛事自行车关键共性技术攻关,推动科技创新与产业创新的深度融合。 下一步,市科 ...
【基金经理内参】快于预期!固态电池产业化已进入密集事件催化期;“十五五”氢能产业明朗;煤炭股“稳定红利”;非银板块弹性一触即发
第一财经· 2026-01-14 08:38
前言 《百亿基金内参》打破机构信息壁垒,为您提供一线基金经理的深度研判与实时资金动向。每周深度访 谈还原投资逻辑,日常内参追踪机构调仓信号,助您看透表象、提前布局、掌握核心投研方法。告别滞 后与碎片信息,直达决策核心。 【本期重点】 ★牛市旗手准备就绪,非银板块弹性一触即发,成交量是最好催化剂 本期会谈,邀请数位买方机构的基金经理,对大盘、政策、以及后市投资机会等进行深度交流。 点击付费阅读,打通与百亿基金经理的信息差! ★固态电池产业化快于预期!已进入密集事件催化期 ★"十五五"氢能产业蓝图呼之欲出,十倍赛道如何卡位? ★煤炭股逻辑重构:从"周期波动"到"稳定红利" ...
逐绿向新 “氢”装上阵
Ren Min Ri Bao· 2026-01-14 08:13
Core Viewpoint - The development of hydrogen energy is gaining momentum in China, with significant advancements in technology and infrastructure, particularly in offshore hydrogen production and storage solutions. Group 1: Offshore Hydrogen Production - The first integrated offshore hydrogen and ammonia project in China has been completed, featuring a platform over 50 meters high and weighing over 20,000 tons, capable of producing hydrogen from seawater and converting it into ammonia and methanol for clean fuel and chemical raw materials [1] - The project includes floating photovoltaic and energy storage devices, marking a significant step in the full process verification of offshore hydrogen production, potentially serving as a fuel supply station for ocean-going vessels in the future [1] Group 2: Hydrogen Energy Innovations - At the 2025 International Hydrogen Energy Conference, various new products and technologies were showcased, including rapid hydrogen refueling systems for logistics vehicles and hydrogen-powered drones [1] - Hydrogen energy is recognized for its high energy density and ease of storage, making it a strategic choice for energy transition in developed countries [1] Group 3: Industry Challenges and Opportunities - The hydrogen industry is still in the exploratory and demonstration phase, facing high costs in hydrogen production, storage, and transportation, with significant room for technological advancements [2] - The development of high-pressure hydrogen cylinders is crucial for fuel cell systems, with a new 70MPa-Ⅳ type cylinder developed by China National Materials Technology Co., Ltd. achieving a 28% weight reduction and a 40% increase in hydrogen storage density compared to traditional cylinders [2] Group 4: Infrastructure and Policy Development - To promote high-quality hydrogen industry development, there is a need for optimized industrial layout and infrastructure construction, with current transportation methods being costly and inefficient [3] - The 2025 Energy Work Guidance suggests steady development of renewable energy hydrogen production and sustainable fuel industries, alongside the establishment of a national hydrogen information platform and pilot projects for hydrogen pipeline transportation [3]
“氢”风正劲 聚能成势
Ren Min Ri Bao Hai Wai Ban· 2026-01-14 08:13
Core Insights - The hydrogen energy industry in Shaanxi Province is rapidly developing, with a focus on creating a comprehensive hydrogen energy ecosystem that includes production, storage, and fuel cell technology [1][8] Group 1: Industry Development - Shaanxi Province is accelerating the construction of a "full-chain" hydrogen energy industry ecosystem, with cities like Yulin and Weinan leading in hydrogen production and application [1][8] - The Xi'an Xuhydrogen Era Technology Co., Ltd. is set to launch the first fully automated hydrogen fuel cell stack production line in Shaanxi by the end of 2023, reflecting advancements in production capabilities [2][3] - The third-generation hydrogen fuel cell stack from Xuhydrogen Era is expected to have a rated power of 150KW and a power density of 4.1kW/L, with an annual production capacity of 2,000 units [3] Group 2: Collaboration and Innovation - The collaboration between local enterprises and academic institutions, such as the partnership with the Chinese Academy of Sciences, is crucial for overcoming technical challenges in hydrogen technology [3][5] - The establishment of a hydrogen fuel cell common testing platform in the Jinghe New City Industrial Park facilitates testing for various enterprises, enhancing innovation and efficiency [7] Group 3: Market Applications - Hydrogen-powered vehicles and applications are gaining traction in the tourism sector, with hydrogen-assisted vehicles being introduced in scenic areas [4] - The demand for hydrogen energy is increasing, with an average of 20 hydrogen heavy-duty trucks refueling daily at the hydrogen refueling station in Yulin [5] Group 4: Strategic Initiatives - Yulin City is actively pursuing partnerships with leading domestic and international enterprises, aiming to sign 20 key projects related to hydrogen storage and transportation by 2024, attracting investments of 8.5 billion yuan [8] - The province plans to establish a safe and stable hydrogen supply system and an efficient refueling network by 2025, promoting high-quality development in the hydrogen energy sector [9]