根据合作规划，双方将围绕液氢供应链展开深度合作，致力于构建灵活高效的"非管道段"液氢解决方案，并通过整合全球优质氢能技术资源，推动欧洲液 氢基础设施的建设与应用。项目聚焦于全链条协同优化，计划联合推进多个项目的实施，涵盖氢液化、液氢罐箱运输及加氢站等关键环节；同时，通过与 新能源发电、电解水制氢等上游环节的直接对接，在有效控制成本的基础上，实现依托绿色可再生能源的低碳制氢路径。 近日，国富氢能（02582）与德国 Hemtron GmbH 正式达成深度合作，双方将聚焦液氢产业链关键环节开展紧密协作，助力全球氢能产业规模化发展。国 富氢能董事长邬品芳与 Hemtron 公司 CEO Dirk Graszt 先生代表双方推进合作事宜。 全球绿色能源转型背景下，液氢市场需求持续攀升。此次合作是双方优势整合与技术互补的重要举措，标志着国富氢能在国际合作与氢能规模化应用中迈 出关键一步，为中德绿色能源合作注入新活力。双方将加快项目节奏，深化技术研发、装备应用与产业链构建合作，探索市场适配模式，共享成果，助力 全球低碳发展。 德国 Hemtron 是 Oilinvest B.V. 旗下液氢产业链平台企业，在氢液化工厂建设 ...

Core Insights - Guofu Hydrogen (02582) has officially established a deep cooperation with Germany's Hemtron GmbH, focusing on key segments of the liquid hydrogen industry chain to support the global hydrogen energy industry's large-scale development [1][2] - The collaboration signifies a strategic integration of strengths and technological complementarity between the two companies, marking a significant step for Guofu Hydrogen in international cooperation and the large-scale application of hydrogen energy [2] Company Overview - Guofu Hydrogen is a leading domestic hydrogen energy enterprise, driven by core technological innovation, with strong capabilities in hydrogen equipment manufacturing and supply chain solutions, holding multiple proprietary key technologies [1] - Hemtron GmbH, a platform enterprise under Oilinvest B.V., possesses technical expertise and project experience in hydrogen liquefaction plant construction, hydrogen station layout, and low-temperature storage and transportation [1] Collaboration Details - The cooperation will focus on the liquid hydrogen supply chain, aiming to create flexible and efficient "non-pipeline" liquid hydrogen solutions, while integrating global high-quality hydrogen energy technology resources to promote the construction and application of liquid hydrogen infrastructure in Europe [1] - The project will emphasize collaborative optimization across the entire chain, planning to jointly advance multiple projects covering hydrogen liquefaction, liquid hydrogen tank transportation, and hydrogen stations [1] - The partnership will also directly connect with upstream processes such as new energy power generation and water electrolysis for hydrogen production, aiming to achieve low-carbon hydrogen production paths based on green renewable energy while effectively controlling costs [1]

苏州云帆氢能科技有限公司成立于2022年，是一家专注于PEM燃料电池双极板、PEM电解水双极板、 AEM电解水双极板研发与制造的科技型企业。公司秉承"氢能科技，洁净未来"的理念，以"帮助客户做 好堆，帮助客户做好槽"为宗旨，致力于推动氢能产业的可持续发展。 北极星氢能网获悉，据企查查显示，8月6日，PEM燃料电池双极板和PEM电解水双极板研发商云帆氢 能完成A轮融资，未透露融资金额，此次融资由金湖国控基金投资。 ...

编辑：王静思 据了解，泰国政府在 "国家能源发展规划" 中明确提出， 未来将氢能纳入主流能源体系，计划在交通、发电、工业等领域实现规模化应用。此次访问不仅 加深了中泰两国在氢能领域的相互了解，也为今后的合作奠定了坚实基础。未来，中泰双方将进一步加强在氢能技术研发、市场推广等方面的合作，共同 推动氢能产业的国际化发展。 大兴区融媒体中心消息今年是中泰建交50周年。8月6日上午，泰国文官委员会高级代表团一行莅临北京大兴国际氢能示范区考察交流。此次访问旨在 深 化中泰两国在新能源领域的合作，推动氢能产业成为两国经贸合作的新增长极。 此次代表团成员涵盖泰国财政、能源、农业、商务、自然资源、交通、工业、数字经济等 18 个核心部门，其中多位直接负责氢能产业相关工作。访问期 间， 代表团参观了氢能示范区的氢能交流中心、海珀尔加氢站、国家氢燃料电池汽车质量检验检测中心，以及氢璞创能、海得利兹、海珀特等企业，详 细了解了氢能政策、技术发展及市场应用情况。 代表团成员表示，在大兴国际氢能示范区了解到， 中国已将氢能应用到各个领域，并且在利用能源资源方面展现出了极大的创造力，令人深受鼓舞。希 望有机会再次前来学习，拓展交流合作。 ...

Investment Rating - The industry rating is "Outperform the Market" [4] Core Insights - The number of awarded electrolysis projects has increased, and multiple regions have released hydrogen energy support policies. This week saw a significant number of new awarded electrolysis projects, some of which are of the ALK-PEM hybrid type, indicating technological breakthroughs. It is recommended to pay attention to companies with strong electrolysis project bidding capabilities [2][37] - The midstream sector is accelerating the development of hydrogen transportation and utilization, promoting the construction of hydrogen refueling stations. Companies with hydrogen transportation capabilities are recommended for attention [2][37] - There has been a breakthrough in project bidding for hydrogen vehicles this week, suggesting a focus on innovative fuel cell vehicle (FCV) companies [2][37] Summary by Sections Hydrogen Industry Market Performance - As of August 1, 2025, the hydrogen energy index closed at 2240.56 points, with a weekly change of -1.15% and a year-to-date increase of 26.10%. The hydrogen energy index ranked 52nd among the Shenwan secondary industry rankings this week, showing a slight improvement [9][10] - The top five companies in the hydrogen energy sector by weekly increase are Hewei Electric (28.15%), Xiling Power (22.60%), Tianwo Technology (20.32%), ST Diweixun (13.72%), and Dayuan Pump Industry (12.29%). The top five companies by weekly decrease are Kaimete Gas (-9.95%), ST New Power (-9.39%), Zhonggang Tianyuan (-8.87%), Yap Co. (-8.62%), and Hengbo Co. (-8.23%) [13][14] Hydrogen Industry Data Review - This week, there were a total of 10 awarded hydrogen projects with a total scale of 640 MW, including electrolysis projects, green hydrogen EPC projects, hydrogen refueling station projects, hydrogen vehicle projects, methanol projects, and hydrogen procurement projects. Among them, there were 3 awarded electrolysis projects with a total hydrogen production capacity of 128,000 Nm³/h [15][16] - In the first half of 2025, the production of fuel cell vehicles (FCVs) saw a decrease of 24.80% month-on-month, with 188 new units produced, while sales increased by 52.12% with 251 new units sold. Cumulatively, 1,364 FCVs were produced, a year-on-year decrease of 47.21%, and 1,373 units were sold, a year-on-year decrease of 46.84% [19][26] Industry Dynamics and Company Developments - The first hydrogen internal combustion engine vehicle in China has been officially put into operation in Cangzhou, Hebei. This vehicle, equipped with a YCK05H hydrogen engine, marks a significant step from technology development to product application in the hydrogen internal combustion engine sector [32] - A joint venture has been established by Hangyang Co., Longze Energy, and Hydrogen Maple to invest in hydrogen production and sales [35] - The State Energy Administration plans to complete the formulation of 14 hydrogen energy standards within two years, which will cover various categories including methods, engineering construction, safety, products, and management [34]

Group 1 - The photovoltaic industry chain is experiencing a price increase, with silicon material prices rising steadily, while the increase in N-type silicon material prices has narrowed [1] - Prices for silicon wafers and battery cells continue to rise, with a slight increase in module prices, indicating ongoing cost transmission, although there remains a competitive atmosphere at the end-user level [1] - The mandatory national standards for the energy storage industry have come into effect, driving a transition from "cost-first" to "safety-first," with high demand for energy storage in the domestic market and unexpected bidding in Europe [1] Group 2 - The hydrogen energy industry is accelerating, with the entire "production-storage-transportation-usage" chain included in the central bank's green finance support directory, and the construction of salt cavern hydrogen storage projects is underway [1] - In the wind power sector, multiple regions are releasing large-scale offshore wind projects, and deep-sea layouts are being accelerated [1] - LG has signed a large supply contract for LFP batteries, while lithium carbonate prices have declined, suggesting a focus on stable profitability in the battery sector [1] Group 3 - Microsoft and Meta have raised their capital expenditure expectations, indicating opportunities in the AIDC power equipment sector [1] - Overall, various segments of the new energy industry are showing structural growth, driven by policies and technology for high-quality development [1] - The Guotai New Energy ETF (159387) tracks the Innovation Energy Index (399266), which has a 20% fluctuation, reflecting the performance of representative companies in clean energy, energy-saving technology, and new energy vehicles [1]

Group 1 - The photovoltaic industry chain is experiencing stable price increases, with N-type silicon material's price rise narrowing, while prices for silicon wafers and battery cells continue to rise, and module prices have slightly increased, indicating ongoing cost transmission within the industry chain [1] - The wind power sector is seeing a concentration of projects exceeding GW levels across multiple regions, with accelerated development in deep-sea layouts [1] - The energy storage industry maintains high prosperity in the domestic market with strong procurement data in the first half of the year, while European large-scale storage tenders exceed expectations, and household storage demand continues to recover [1] Group 2 - The hydrogen energy industry is advancing rapidly, with the entire "production-storage-transportation-application" chain included in the central bank's green finance support directory, and the construction of salt cavern hydrogen storage projects has commenced [1] - In the power grid equipment sector, increased capital expenditure expectations from companies like Microsoft and Meta are creating opportunities for AIDC power equipment orders [1] - LG has signed a large supply contract for LFP batteries, with demand for lithium iron phosphate supported by energy storage orders, suggesting a focus on stable profitability in the battery and structural component sectors [1] Group 3 - The Guotai New Energy ETF (159387) tracks the Innovation Energy Index (399266), which can experience daily fluctuations of up to 20%, focusing on clean energy production, storage, and application [1] - The index selects listed companies involved in the clean energy sector, reflecting the overall performance of companies characterized by technological innovation and sustainable development [1] - The index's industry allocation primarily covers solar energy, wind energy, electric vehicles, and their upstream and downstream supply chains [1]

Core Viewpoint - The article highlights the recent developments in green hydrogen projects in Inner Mongolia, emphasizing the region's position as a national demonstration area for green hydrogen production [3][5][6]. Group 1: Project Developments - Three green hydrogen projects in Inner Mongolia have made significant progress, reinforcing the region's status in the green hydrogen sector [3]. - The first project, the Chayouqi Wind-Solar Hydrogen Integration Project, involves the procurement of complete hydrogen production equipment, utilizing 50MW wind power to produce hydrogen with a rated output of 9000Nm³/h and a maximum output of 10800Nm³/h [4]. - The Baotou Hydrogen Yijing Electric Green Power Hydrogen Production Project has received approval, with a total investment of 3 billion yuan, focusing on the construction of a green power electrolysis hydrogen production facility [5]. - The Baotou Damao Mengfa Guofu Green Power Hydrogen Production Project has also been approved, with a total investment of 200 million yuan, planning to establish a hydrogen production line with a capacity of 120,000Nm³/h [6]. Group 2: Company Information - TrendBank is identified as a leading industry research and data company in China, providing data, research, consulting, and conference services to support decision-making and business development [11].

Core Viewpoint - Hangyang Group Co., Ltd. announced the establishment of a joint venture with Longze Energy and Shanghai Hydrogen Maple to create Luoyang Hangyang Longze Hydrogen Energy Co., Ltd. with a registered capital of 15 million yuan [1] Group 1: Joint Venture Details - The registered capital of the joint venture is 15 million yuan, with Hangyang contributing 7.65 million yuan (51%), Longze Energy contributing 5.85 million yuan (39%), and Shanghai Hydrogen Maple contributing 1.5 million yuan (10%) [1] - The joint venture will invest in a coke oven gas hydrogen production and filling facility, aimed at producing and selling high-purity hydrogen and hydrogen products for fuel cell vehicles [1] Group 2: Investment and Strategic Goals - The total investment for the project is approximately 45.5 million yuan, with additional funding to be secured through external financing [1] - This investment leverages the growth opportunities in the domestic hydrogen energy industry and aims to enhance the company's hydrogen energy product offerings and overall competitiveness in the sector [1] - The collaboration is expected to create a complementary ecosystem of "resources + technology + market" among the three companies, with potential for replication in future hydrogen energy projects [1]

Core Insights - The article highlights the advancements in hydrogen energy applications in Zhangjiakou City, particularly through the establishment of a hydrogen refueling station by the National Energy Group Guohua Investment (Hydrogen Energy Company) [1][2] - The hydrogen refueling station in Hebei Province has a daily refueling capacity of 1,200 kilograms and is capable of servicing all types of hydrogen vehicles, marking a significant step in the development and utilization of hydrogen energy [1] - The hydrogen fuel cell vehicles provide a quiet and smooth driving experience, showcasing the potential of hydrogen as a clean energy source [2] Summary by Sections Hydrogen Refueling Station - The Hebei hydrogen refueling station is the first in the province to support refueling for all hydrogen vehicle types, with a daily capacity of 1,200 kilograms [1] - The refueling process for passenger vehicles can achieve a maximum fill of 3 kilograms in just 5 minutes at a pressure of 35 MPa, allowing for a driving range of up to 380 kilometers [1] Hydrogen Production - Hydrogen is produced at the National Energy Group Guohua Investment's hydrogen production facility in Chicheng, where renewable energy from a self-built wind farm is used to power the electrolysis process [2] - The facility produces hydrogen with a purity of 99.999%, and hydrogen is transported every two days to meet the refueling needs of various hydrogen vehicles [2] Clean Energy Solutions - The integration of oil, hydrogen, and electricity at the refueling station represents a practical solution for clean energy, allowing different types of vehicles to refuel simultaneously [2] - The entire process of generating hydrogen from wind energy results in only water as a byproduct, illustrating a sustainable energy future [2]