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氢能顶级盛会即将召开,国内政策也在密集出台,还有AI能源新细分加持
Xuan Gu Bao· 2025-08-19 08:07
一、事件:全球氢能投资峰会 2025全球氢能投资峰会将于9月2日至3日在伦敦举行。 4)探索人工智能加速氢气提升:人工智能如何优化氢气生产、分配和部署以提高效率和规模。 近期氢行业政策也密集发布: 据新华财经8月18日消息,北京日前就《北京市可再生能源开发利用条例实施方案(征求意见稿)》向社会公开征求意见。其中提到,推进氢能基础设施建 设及多领域应用。推动建成覆盖全市、辐射京津冀的氢能基础设施网络体系。 此外,重庆市经济和信息化委员会日前就《重庆市加氢站行业发展规划(2025-2035年)(征求意见稿)》近期也公开征求意见。其中提到,适度超前规划 加氢站,系统推进储运设施建设布局。全市规划新建加氢站60座,累计建成加氢站达到72座,氢气供应能力达到2.5万吨/年。 据业内媒体氢能汇总结,今年上半年国家层面已密集出台多项氢能产业政策,从技术攻关、示范应用到资金支持,全方位推动氢能高质量发展: 据大会官网,大会将汇集来自超过55个国家的800多名高级管理人员,包括政策制定者、公用事业公司、石油和天然气公司、开发商、投资者和技术领导 者。 大会的关键主题包括: 1)释放资本和长期承购协议:吸引投资和确保稳定协议的策 ...
河北推动六条重点产业链提升质量竞争力
□ 郝慧娇 本报记者 徐东周 近年来,河北省市场监管局深入开展质量强链工作。张家口氢能、邢台光伏、承德钒钛、秦皇岛铝制汽 车零部件、石家庄生物医药、保定新能源汽车及零部件6条产业链被列入全国百个质量强链重点项目, 产业链质量竞争力有效提升。 氢能强链—— 张家口"链式协同" 转自:中国质量报 打造国家级新能源标杆 2025年7月19日,河北省氢能学会获批成立,由张家口市牵头组建,成员包括多所高校、企业和科研机 构,是全国第二个省级氢能学会,也是张家口市首个省级团体组织。 张家口市采用"链长组织、链主引领、链员协同"模式助力氢能产业质量提升,成效显著。链主企业亿华 通动力科技有限公司搭建兆瓦级质子交换膜燃料电池热电联供系统计量实验室,获河北省计量院、河北 省市场监管局立项支持。目前,实验室初步完成500千瓦级测试平台建设,具备相应计量能力,并完成 兆瓦级热电联供系统测试台架总体架构设计。链员企业张家口海珀尔新能源科技有限公司提供的绿氢, 保障了宣钢全球首例120万吨氢冶金示范工程一期项目全线贯通,验证了"绿电—绿氢—绿钢"绿色生产 的技术可行性。链员企业河北昊安青源装备科技有限公司在氢能无人机、船用储氢技术等领 ...
【企业】未来只做赚钱项目!ITM宣布创纪录的收入、订单积累量和亏损
Xin Lang Cai Jing· 2025-08-19 06:52
来源:市场资讯 总亏损也从1670万英镑(2280万美元)增加到2370万英镑(3220万美元),这得益于1320万英镑(1790 万美元)的库存减记和960万英镑(1300万美元)的固定工厂成本尚未导致产出。 它预计EBITDA亏损在2026财年略有收窄至2700万英镑至2900万英镑(3670万美元至3940万美元),同 时将资本支出保持在1000万英镑至1500万英镑(1360万美元至2040万美元)。 ITM发布了年底2.07亿英镑(2.811亿美元)的氢业务现金头寸指引,超越了其最初的1.6亿英镑至1.75亿 英镑(2.173亿美元至2.376亿美元)。ITM首席执行官丹尼斯·舒尔茨(Dennis Schulz)表示,这将有助 于为增长计划提供资金,包括该公司最近推出的Hydropulse子公司。 (来源:CHC氢能大会) ITM Power报告了创纪录的年收入和近两倍的订单积压量,因为这家英国电解槽制造商希望将其管道转 向有利可图的绿色氢项目。 2025财年,收入将同比增长50%,达到2600万英镑(3530万美元),比过去两年增长了四倍多,并处于 升级指导范围内。 该公司在年底的合同订单积压金额 ...
中亚首个绿氢项目产出合格氢气
Zhong Guo Hua Gong Bao· 2025-08-19 06:23
中化新网讯 近日,由中国化学(601117)所属东华工程科技股份有限公司(下称中国化学东华公司) 设计的乌兹别克斯坦塔什干20兆瓦绿氢项目成功产出99.99%纯度的氢气。该项目是中亚地区首个进入 正式实施阶段的绿氢项目。 该项目位于乌兹别克斯坦首都塔什干MAXAM化工厂内,是乌兹别克斯坦政府"绿色能源战略"的核心组 成部分,也是国际能源巨头ACWA Power公司在全球独立开发的首个绿氢项目。项目采用碱性电解水制 氢技术,共配置4台1000标准立方米/小时碱性电解槽及整流电源、控制系统、气液分离及纯化系统等, 设计最大产能为4000标准立方米/小时高纯氢气。项目建成后,每年可生产3000余吨绿氢,相较于之前 的灰氢生产模式,每年可减少约3万吨二氧化碳排放,为当地工业体系升级提供清洁、稳定的新型能源 解决方案。 自2023年10月项目启动以来,中国化学东华公司项目团队克服了设计标准复杂、交付物种类繁多、编码 系统特殊等多重挑战,于2024年12月高质量完成了详细工程设计工作。据悉,公司高度重视绿色氢基能 源产业发展,先后承接了50余个绿氢、绿氨和绿甲醇、SAF项目的咨询、工程设计和工程总承包业务, 积累了丰富的 ...
688256,盘中突破千元
Zheng Quan Shi Bao· 2025-08-19 05:23
8月19日上午,A股市场出现一定震荡,三大指数盘中均一度翻绿,但随后快速收回跌幅。截至上午收盘,上证指数涨0.30%,报3739.26点,深 证成指涨0.30%,创业板指数涨0.39%,科创50指数跌0.01%。北证50再度大涨3.16%,继续刷新历史新高。 | 代码 | 名称 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | | 000001 | 上证指数 | 3739.26 | 11.23 | 0.30% | | 399001 | 深证成指 | 11871.35 | 35.78 | 0.30% | | 899050 | 北证50 | 1626.47 | 49.84 | 3.16% | | 881001 | 万得全A | 5940.33 | 23.99 | 0.41% | | 000688 | 科创50 | 1124.68 | -0.15 | -0.01% | | 399006 | 创业板指 | 2616.33 | 10.13 | 0.39% | 盘面上,创新药、减肥药概念走强,博济医药等涨停;白酒股异动拉升,酒鬼酒涨停;机器人概念活跃,南方精工涨停。此外, ...
688256,盘中突破千元!
证券时报· 2025-08-19 05:03
Market Overview - A-shares showed a slowdown in upward momentum compared to the previous day, with the three major indices experiencing fluctuations but recovering losses quickly. As of the morning close, the Shanghai Composite Index rose by 0.30% to 3739.26 points, the Shenzhen Component Index increased by 0.30%, and the ChiNext Index rose by 0.39%. The North Exchange 50 surged by 3.16%, reaching a new historical high [1][2]. Stock Performance - The market saw strong performances in sectors such as innovative drugs and weight loss drugs, with stocks like Boji Pharmaceutical hitting the daily limit. Additionally, liquor stocks experienced notable gains, with Jiugui Liquor also hitting the daily limit. The robotics sector was active, with Nanfang Precision Engineering reaching the daily limit. Other concepts like CPO, rare earth permanent magnets, and Huawei's HarmonyOS also performed well, while brokerage and insurance sectors showed weakness. Over 3200 stocks rose, with a half-day trading volume of approximately 1.68 trillion yuan [2]. High-Value Stocks - A new high-value stock emerged in the A-share market, with Cambrian-U (688256) breaking the 1000 yuan mark, reaching a peak of 1001.10 yuan per share before retreating below that level. Cambrian-U is now the second highest-priced stock in the A-share market, following Kweichow Moutai, which is priced over 1400 yuan per share [3][5]. Trading Activity - Notably, despite market fluctuations, many individual stocks remained active, with several exceeding 5 billion yuan in trading volume within half a trading day. North Rare Earth and Dongfang Fortune both surpassed 10 billion yuan in trading volume, with North Rare Earth achieving 13.37 billion yuan and a price increase of 7.88% [9][10]. Hong Kong Market - The Hong Kong market experienced slight fluctuations, with the Hang Seng Index hovering above 25,000 points. Stocks such as Zhongsheng Holdings, Hansoh Pharmaceutical, and China Resources Mixc Living saw significant gains, while others like China National Pharmaceutical and BYD Electronics faced declines. Several stocks in the Hong Kong Stock Connect saw price increases exceeding 10% [11][12].
国富氢能(02582.HK)盘中涨逾14% 签1.5亿元绿电制氢设备销售订单
Jin Rong Jie· 2025-08-19 03:58
本文源自:财华网 【财华社讯】国富氢能(02582.HK)今日早间盘中一度涨逾14%,截至发稿,涨9.18%,报74.3港元。消 息面上,该公司公布,于2025年8月18日,间接全资附属公司国富铭志与一名位于中国新疆维吾尔自治 区哈密市的客户及独立第三方,哈密通慧德绿色铸造有限公司,订立100兆瓦绿电制氢设备销售协议, 合约总价值超过人民币1.5亿元。 根据销售协议,国富铭志须向该客户供应22套1000标准立方米/小时电解槽、气液处理设备、绿电制氢 控制系统、安全检测系统以及公用辅助设备。订约方就采购核心氢能设备达成深度合作,标志着公司在 中国西北工业领域大规模应 用电解制氢技术的重要里程碑。 ...
参会指南 建议收藏 | 2025势银绿氢产业大会(GHIC 2025)
势银能链· 2025-08-19 03:17
Core Viewpoint - The 2025 TrendBank Green Hydrogen Industry Conference will be held on August 27-28, 2025, in Wuxi, Jiangsu, focusing on the development and future outlook of the green hydrogen market [2]. Group 1: Conference Details - The conference will take place at the New Lake Pullman Hotel in Wuxi, Jiangsu, with a detailed agenda including keynote speeches, product launches, and roundtable discussions [2][6][7]. - Registration requires the use of a personal mobile number for attendance and access to conference materials [3][10]. Group 2: Agenda Highlights - The agenda includes a series of keynote speeches, product launches, and roundtable forums scheduled throughout the two days, with notable sessions on market outlook and industry insights [7][8][9]. - Specific time slots are allocated for networking and discussions, including a full banquet on the evening of August 27 [8]. Group 3: Accommodation Information - The conference has negotiated special rates at the New Lake Pullman Hotel, with room prices set at 420 CNY for a single room and 450 CNY for a double room, including breakfast [16][21]. - Attendees are advised to book accommodations in advance due to limited availability and the requirement for prepayment [20][21].
国富氢能签下1.5亿元绿氢设备采购合同
势银能链· 2025-08-19 03:17
Core Viewpoint - The article highlights a significant partnership between Guofu Hydrogen Energy and Hami Tonghuide, marking a key step in the large-scale application of hydrogen energy technology in industrial scenarios in Northwest China [3][5][6]. Group 1: Partnership and Contracts - Guofu Hydrogen Energy's subsidiary, Xinjiang Guofu Mingzhi Hydrogen Energy Technology Co., signed a procurement contract with Hami Tonghuide for hydrogen core equipment, indicating a deep collaboration in green hydrogen production [3][5]. - The contract includes the procurement of 22 sets of 1000 standard cubic meters/hour electrolyzers and associated equipment, with a total value exceeding 150 million yuan [5]. Group 2: Strategic Development - The collaboration is part of a long-term strategic layout in the integration of hydrogen energy and industry, leveraging Hami's abundant renewable energy resources [6]. - The project aims to establish an integrated casting production line with an annual capacity of 200,000 tons of green hydrogen for high-purity iron production, creating a closed-loop industrial chain from "green electricity - green hydrogen - high-value products" [6]. Group 3: Impact and Future Plans - Upon completion, the project is expected to supply approximately 156.6 million standard cubic meters of green hydrogen annually, facilitating the deep integration of hydrogen technology with traditional metallurgy and supporting low-carbon transformation in the region [6]. - This partnership is seen as a critical breakthrough for Guofu Hydrogen Energy in various applications of green hydrogen, including hydrogen metallurgy and hydrogen transportation, and aims to accelerate the localization of core equipment in the Northwest hydrogen market [6].
国富氢能早盘涨近15% 哈密通慧德向公司下单1.5亿元绿氢设备采购合同
Zhi Tong Cai Jing· 2025-08-19 02:04
消息面上,国富氢能宣布,全资控股国富铭志与哈密通慧德订立100兆瓦绿电制氢设备销售协议,合约 总价值超过1.5亿元。根据销售协议,国富铭志将向该客户供应22套1000标准立方米/小时电解槽、气液 处理设备、绿电制氢控制系统、安全检测系统以及公用辅助设备。 国富氢能(02582)早盘涨近15%,截至发稿,涨10.21%,报75港元,成交额8873.81万港元。 公告称,此次合作标志着公司在中国西北工业领域大规模应用电解制氢技术的重要里程碑,基于哈密地 区丰富的风能、光伏等可再生能源资源进行氢能与冶金产业融合的长期战略规划,代表公司在绿色冶金 领域的首个综合绿电制氢冶金解决方案。 ...