人民财讯12月26日电，记者从四川省经济和信息化厅获悉，四川坚定不移推动氢能产业发展，在2024年 4月省政府主要领导召开研究进一步推动绿氢全产业链发展及推广应用工作会议后，四川省推进氢能产 业发展持续取得进展成效。一是政策制度进一步完善；二是大力实施产业"建圈强链"；三是加强关键核 心技术攻关；四是注重示范应用场景推广。下一步，四川将持续围绕《四川省氢能产业中长期发展规划 （2025—2035年）》有关重点任务，贯彻落实《四川省进一步推动氢能全产业链发展及推广应用行动方 案（2024—2027年）》支持举措，重点在打造典型应用场景、降低综合应用成本、加快重大技术攻关、 推动氢能与多种能源融合发展、健全管理服务体系等方面发力，进一步以最大力度推动氢能全产业加快 高质量发展。 ...

北京，2024年9月26日 —— 全球权威财经媒体《财富》杂志发布2024年度"改变世界的50家机构"榜单， 中国投资机构同人商盟凭借在硬科技突破、绿色能源转型及全球资源整合领域的卓越贡献，位列第22 位，成为本年度唯一入选的亚太区投资类机构。这也是该榜单自2015年创立以来，首次有聚焦多领域投 资的商业组织进入前25名。 以资本为笔 书写社会价值新范式 《财富》杂志在评语中指出："同人商盟重新定义了投资机构的社会角色——它不仅是资本的提供者， 更是系统性问题的解决者。通过'长期主义+生态共建'的双轮驱动，这家成立13年的机构已在硬科技突 破、碳中和实践、跨境技术转移三大领域形成可复制的创新模式。"榜单评估显示，同人商盟在"可量化 社会影响"（52%）、"商业可持续性"（31%）和"行业创新度"（17%）三项核心指标中均获得A类评 级。 在硬科技领域，同人商盟累计投资73个底层技术项目，其中德国NeuLink脑机接口项目经过8年培育， 于2024年实现瘫痪患者肢体控制技术的临床突破，目前已在全球12家医疗机构推广应用。其独创的"技 术转化加速器"机制，通过链接2000+全球技术专家网络，累计为企业解决53项关 ...

Core Insights - The energy investment in China is expected to show strong growth and transition towards greener and newer sources, with a projected completion investment of 3.54 trillion yuan in key energy projects for the year, representing an 11% year-on-year increase [1] Investment Trends - Significant investments are noted in nuclear power, onshore wind power, distributed photovoltaic, and power grids, while new energy storage, charging and swapping infrastructure, and hydrogen investments are growing rapidly [1] - Private enterprises are actively participating in energy investments, with a year-on-year increase of 15% in completed investments [1] Policy and Mechanisms - The National Energy Administration and relevant departments are establishing and improving mechanisms for private enterprises to participate in nuclear power projects, with all 10 newly approved nuclear power units in 2025 expected to attract private capital, with a maximum shareholding of 20% [1] - Initiatives are being taken to encourage private investment in hydropower projects like Danba and to support market-oriented participation in oil and gas pipeline projects, along with the approval of four large private coal mine projects [1]

氢能产业是战略性新兴产业和未来产业重点发展方向。近年来，吕梁市依托资源禀赋，以氢 能产业为抓手推动转型与能源革命，布局"制、储、运、加、用"全链条，初步构建起"气 ——站——运——车——用"完整产业生态体系。昔日煤焦重镇正在绿色低碳赛道上跑出加 速度，为高质量发展注入强劲"氢"动能。 氢能重卡就位 零碳运输添主力 在鹏飞智创汽车制造产业园内，500辆氢能重卡整齐列队，完成上牌手续后，将成为吕梁零 碳运输的新主力。 这批氢能重卡采用了第四代储氢瓶以及最新的电驱桥技术，续航、能耗等各方面性能都有明 显提升。"耗氢量每百公里7.5千克，较以前减少了1—2千克，这样就可以跑更好的续航里 程；车身载重降低了1—2吨，那么就可以拉更多的货。"鹏飞集团政策应用与碳资产管理部 副部长董海波介绍道。 多元制氢护航 产业发展有底气 车辆"氢"装上路的背后，是稳定的氢能供给做支撑。鹏湾氢港实现焦炉煤气制氢年产近3万 吨，成本约10元/公斤，为氢能车辆推广提供了坚实保障。"通过全产业链打造，为全国以 及地方的氢能产业的发展提供良好的案例示范。"董海波表示。 有着20多年驾龄的司机杨利军，刚刚通过培训成为这批新车的驾驶员。他直言，相比 ...

Core Insights - The official launch of the Hainan Free Trade Port's full island closure operation on December 18, 2025, marks a significant milestone in China's high-level opening-up strategy and the development of the Hainan Free Trade Port [1] Institutional Developments - The full island closure will implement a new institutional arrangement of "one line open, two lines controlled, and free flow within the island," enhancing the free movement of goods, capital, personnel, and information [1] - This arrangement aims to position Hainan as a high-level open gateway for international trade, investment, and talent flow, while also providing practical experience for domestic free trade port construction [1] Policy Enhancements - The "zero tariff" policy will expand significantly to cover approximately 6,600 tax items, accounting for 74% of all goods, thereby reducing operational costs for enterprises and facilitating industrial restructuring [2] - The policy will also lower market access thresholds for all eligible market entities on the island, creating a more free and convenient production and trading environment [2] - A comprehensive policy system characterized by "zero tariffs, low tax rates, and simplified tax systems" will be optimized, including tax reductions and simplified tax administration [2] Economic and Industrial Growth - Hainan Free Trade Port aims to enhance its policy system to align with high-level free trade standards, improving trade and investment liberalization and facilitating a globally leading business environment [3] - The port will focus on optimizing its economic structure, promoting the development of tourism, modern services, high-tech industries, and tropical agriculture towards clustering and high-end directions [3] Technological Innovation - Hainan will establish a multi-level technological innovation system, focusing on key areas such as seed industry, deep sea, and aerospace, to integrate technological innovation with industrial development [4] Regional Development - The port will integrate deeply with major national regional strategies, promoting urban coordination and balanced regional development, injecting new momentum into the comprehensive development of the island [4] Environmental and Social Progress - Hainan will advance green development and ecological civilization, aiming to become an international model for ecological protection and sustainable development [5] - The port will enhance public service systems to improve residents' income and quality of life, ensuring that all citizens benefit from the development of the free trade port [5] Security and Future Industries - Hainan will strengthen risk prevention and social governance to ensure a stable environment for the construction of the free trade port, which is essential for industrial upgrades and high-quality development [5] - The port will strategically position itself in emerging industries such as biomanufacturing, hydrogen energy, and brain-computer interfaces, aiming to secure a competitive edge in global markets [5]

全球氢能储运技术迎来里程碑式突破。 由大连富德金煜新能源有限公司主导建设、总投资2.48亿元的全球首条千吨级高效镁基固态储氢材料示范项目，在陕西省榆林市榆横工业区正式破土动工。 中国科学院大连化学物理研究所、榆林中科洁净能源创新研究院、中石化广州工程有限公司的代表共同出席了开工仪式。 -20 Kab t 富德金煜全球首条千吨级氢化镁产线在榆林开工建设 该项目的启动，标志着我国在破解氢能储运核心瓶颈、构建自主可控固态储氢产业链的征程上迈出了规模化、产业化的关键一步。 项目概况：打造全球固态储氢产业化标杆 本次开工的千吨级高效镁基固态储氢材料示范项目，位于榆林市榆横工业区内的榆横综合中试及示范基地。项目总投资2.48亿元，核心目标是建设年产2000 吨氢化镁（MgH₂）的规模化生产装置及其配套公辅设施。 信 d 14 HOS l 4 a 4 1 6 I « : 6 a 千吨级高效镁基固态储氢材料示范项目整体规划鸟瞰图 项目基于中国科学院大连化学物理研究所在镁基固态储氢领域积累的尖端专利技术，由富德金煜、榆林中科洁净能源创新研究院及大连化物所通力合作，共 同推进。 此前，富德金煜已在榆林成功建成并稳定运行百吨级氢化 ...

Core Viewpoint - The article emphasizes the importance of activating effective investment to open new spaces for economic development, highlighting the strategic role of both material and human investment in promoting high-quality growth [2][11]. Group 1: Investment in Material - The construction of significant projects, such as the Huatanzi Reservoir in Guizhou, is progressing well, with over half of the total investment already completed [3]. - Major projects like the world's largest green hydrogen ammonia integration project and the completion of the Hubei ±800 kV UHVDC project indicate ongoing advancements in investment stability [3]. - In the first eleven months of the year, fixed asset investment in China decreased by 2.6%, but project investment excluding real estate grew by 0.8%, indicating stability in key sectors [4]. - The "Two Heavy" construction initiative allocated 800 billion yuan to support 1,459 projects, effectively driving investment growth in various infrastructure sectors [4]. Group 2: New Infrastructure Investment - New infrastructure is identified as a strategic foundation for developing new industries and services, with projects like the digital industrial park in Xiamen expected to generate significant revenue [5]. - The manufacturing value added in smart consumer equipment increased by 7.6% year-on-year, with substantial growth in industrial robots and control systems [6]. Group 3: Investment in Human Capital - Various educational and healthcare projects are underway, such as the new school in Huaihua and regional medical centers, aimed at enhancing human capital and improving living standards [7]. - Investment in public services, including education and healthcare, is expected to drive economic growth by enhancing human capital and releasing consumption potential [9]. - The demand for investment in elderly and childcare services is projected to grow significantly, with the silver economy expected to exceed 30 trillion yuan by 2035 [9]. Group 4: Policy and Future Outlook - The Central Economic Work Conference outlined key tasks for the upcoming year, emphasizing the need to increase central budget investment and optimize project implementation [11]. - Local governments are actively developing strategies to enhance investment in both material and human capital, with a focus on improving the investment environment for private enterprises [12].

Summary of Key Points from the Conference Call Industry Overview - The hydrogen energy industry is focused on several key segments including hydrogen production, storage, transportation, refueling, and utilization, with a significant emphasis on renewable energy hydrogen production as per the national development plan [2][10]. Core Insights and Arguments - Electrolytic water hydrogen production is identified as the key technological route for future hydrogen energy development, supported by national policies that favor renewable energy over fossil fuel hydrogen production [1][2]. - The cost of hydrogen production is heavily influenced by electricity prices; a reduction in electricity costs from 0.3 CNY/kWh to 0.1 CNY/kWh can lower hydrogen production costs from 22.8 CNY/kg to approximately 11 CNY/kg, enhancing economic viability [1][4]. - China Energy Construction (中国能建) plans to procure approximately 125 electrolyzers in 2025, consisting of 110 alkaline electrolyzers and 15 PEM electrolyzers, indicating a competitive market with declining prices for both types of electrolyzers [1][5]. Market Dynamics - Alkaline electrolyzers currently dominate the market with over 98% share due to their maturity and cost advantages, while PEM electrolyzers are expected to gain market share as technology advances [3][8]. - The domestic electrolyzer market is characterized by numerous participants and an unstable competitive landscape, with a growing focus on operational data and historical project experience by owners [3][9]. - In the first three quarters of 2025, domestic hydrogen equipment orders reached 4.1 GW, significantly surpassing the total from the previous two years, indicating a shift from megawatt to gigawatt scale projects [1][7]. Key Players and Competitive Landscape - Notable companies consistently appearing on the supplier shortlist for China Energy Construction include Beijing Electric Power Equipment General Factory, Tianhe Yuanqing, and Sunshine Hydrogen for alkaline electrolyzers, and Sunshine Hydrogen and Changchun Green Dynamics for PEM electrolyzers, reflecting their leading technical capabilities and experience [6][9]. - The competitive landscape is evolving with new entrants, and the focus is shifting towards reliable operational metrics such as lifespan and stability, making historical project experience a critical factor for selection [9]. Future Trends and Policy Support - The national policy framework is expected to continue supporting the hydrogen industry significantly over the next five years, with initiatives aimed at fostering new growth points, including green fuels, and promoting infrastructure development through subsidies [10]. - The anticipated effects of domestic substitution and economies of scale are expected to drive down costs across the entire industry chain, presenting further growth opportunities [10].

昇辉科技（300423.SZ）12月25日在投资者互动平台表示，新能源业务是公司战略转型的重点，主要聚 焦于氢能领域，业务涵盖上游制氢设备的生产制造以及下游氢能源车辆的运营。截至目前，子公司盛氢 制氢已实现制氢设备市场化交付；子公司昇辉新能源成功中标"光电氢油"综合能源母站项目（中氢驰坎 综合能源站施工总承包项目）。 （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：请问公司认燃料电池发展运营情况如何？氢能源运营 情况如何？ ...

人民财讯12月25日电，昇辉科技（300423）12月25日在互动平台表示，新能源业务是公司战略转型的重 点，主要聚焦于氢能领域，业务涵盖上游制氢设备的生产制造以及下游氢能源车辆的运营。截至目前， 子公司盛氢制氢已实现制氢设备市场化交付；子公司昇辉新能源成功中标"光电氢油"综合能源母站项目 （中氢驰坎综合能源站施工总承包项目）。 ...