"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（银川）长时储能产业大会（7月2日-3日，宁夏·银川） 点此报名 添加文末微信，加 绿氢 群 势银（Trendbank）绿色能源事业部研究团队始终保持对行业动态的密切跟踪，针对氢能产业制储 运加用等方面进行分析研判。势银分析师定期或不定期地与产业链企业紧密互通，掌握最新的项目 动态、新品情况、技术发展趋势、交付信息等，并形成氢能产业月度报告及分析师观点，旨在为业 内各方参与者提供行业最新动态进展与决策参考。 月报交付时间：次月10日-15日 交付形式：PDF月报 目 录 1、电解水制氢行业动态 2、绿氢项目及下游消纳动态 2.1 绿氢项目动态 2.2 绿醇项目动态 2.3 SAF项目动态 3、氢储运&加氢站行业动态 4、燃料电池行业动态 4.1 燃料电池系统及配套情况 4.2 燃料电池系统订单详情 1.1ALK电解水制氢行业动态 1.2PEM电解水制氢行业动态 1.3AEM电解水制氢行业动态 4.3 燃料电池行业发 ...

Group 1 - The core viewpoint of the articles emphasizes the importance of implementing the decisions made during the 11th Provincial Committee's 9th Plenary Session of the Communist Party of China in Henan, focusing on high-quality development and innovation-driven growth [1][2][3][4] - The "Two Highs and Four Focuses" strategy is highlighted as a guiding principle for economic development, aiming to strengthen industries such as green food, intelligent manufacturing, and emerging sectors like hydrogen energy [1][2][3][4] - Local leaders express commitment to enhancing production capacity, optimizing the business environment, and ensuring food security through high-standard farmland construction [2][3] Group 2 - The articles discuss various local initiatives aimed at fostering economic growth, such as the development of new quality productivity and the integration of technology in traditional industries [1][2][3] - There is a strong emphasis on the role of party leadership in grassroots governance and community engagement, with examples of successful community service brands and smart governance platforms [4] - Educational institutions are also mentioned as key players in supporting local development by enhancing talent cultivation and research capabilities, aligning with the overall modernization goals [4]

Core Insights - Dongyue Silicon Material announced its capital layout, revealing that its subsidiary, Dongyue Future Hydrogen Energy Materials Co., Ltd., has passed the listing guidance acceptance by Shandong Securities Regulatory Bureau and plans to list on the Sci-Tech Innovation Board, potentially becoming the third listed company under the Dongyue system [1] - The founder, Zhang Jianhong, appears to hold less than 1% of shares but maintains control through voting rights arrangements, holding 35.50% control [1] - The company has faced challenges in its IPO journey, attempting to go public three times since 2020, and recently signed a guidance agreement with CITIC Securities on March 10, 2024, aiming to raise 560 million yuan for a perfluorosulfonic acid membrane project [1] Company Overview - Dongyue Future was established in December 2017 with a registered capital exceeding 440 million yuan, leveraging Dongyue Group's 35 years of fluorochemical experience to achieve breakthroughs in proton exchange membrane technology [1] - The company plans to launch a low-permeability hydrogen proton membrane in 2024, which will reduce hydrogen permeability by 42% [1] Market Context - Global investment in clean hydrogen projects has surged from approximately 10 billion USD in 2020 to an estimated 75 billion USD in 2024, indicating a diversification of hydrogen fuel cell application scenarios [1] - Despite having leading technology in proton exchange membranes, the company faces challenges in technology, market, and profitability, with the competitive landscape becoming increasingly fierce [1] - The company must keep pace with technological trends to maintain its competitive edge, as failure to do so may weaken its technological advantages [1]

Transaction Overview - Guangdong Zhongnan Steel Co., Ltd. plans to transfer 24.5% equity stake in Baohydrogen Technology Co., Ltd. and has agreed to waive the right of first refusal for the transfer of 26.5% equity stake held by Baowu Clean Energy Co., Ltd. [1] - The decision was made during the board meeting on January 20, 2025, to optimize asset allocation and accelerate asset revitalization [1]. Transaction Progress - The equity transfer was publicly listed on the State-owned Assets Exchange, but no interested parties registered initially. On April 25, 2025, the company reduced the transfer price by 10% [2]. - By the end of the listing period, only one interested party was identified, a consortium formed by Guangdong Yuntao Hydrogen Energy Technology Co., Ltd., Guangzhou Baiyun New Energy Technology Co., Ltd., and Guangzhou Baiyun Jinke Holdings Group Co., Ltd. [2]. Interested Parties' Information - **Guangdong Yuntao Hydrogen Energy Technology Co., Ltd.** - Type: Other limited liability company - Registered Capital: 107.526882 million yuan - Business Scope: Sales of new energy vehicles, technical services, and various manufacturing activities [3]. - **Guangzhou Baiyun New Energy Technology Co., Ltd.** - Type: Limited liability company (wholly owned) - Registered Capital: 88.88 million yuan - Business Scope: Internet sales, parking services, and various energy-related sales and services [4][5]. - **Guangzhou Baiyun Jinke Holdings Group Co., Ltd.** - Type: Limited liability company (state-owned) - Registered Capital: 200 million yuan - Business Scope: Management services, investment consulting, and various technical services [5].

【 导读 】 阳煤化工拟更名为潞化科技，集团增持看好产业转型 中国基金报记者 赵新亮 这意味着自去年12月潞安化工入主后，阳煤化工转型已取得阶段性成果，此次更名将夯实成果，引领公司向科技方向发展。 值得一提的是，控股股东潞安化工宣布，拟增持公司不低于5000万元、不超过1亿元股份， 以 提振投资者信心、维护股价稳定和股东 利 益 。 更名焕新 2024年12月，潞安化工成为阳煤化工控股股东，如今，上市公司更名为"潞化科技"，更加清晰地传递出潞安化工为公司拓展未来发展空间 的战略意图。 6月24日晚间，阳煤化工宣布，拟更名为"山西潞安化工科技股份有限公司"，证券简称变更为"潞化科技"，公司证券代码保持不变。 事实上，从阳煤化工近两年的动作中也能窥见其优化产业布局的举措。根据国务院危化品生产企业退城入园和山东省政府淘汰化肥行业落 后设备的工作部署，公司陆续淘汰了部分落后产能。 发力氢能 淘汰落后产能后，阳煤化工将目光投向氢能及新能源装备制造领域。 在绿色新能源与煤化工装备的耦合领域，阳煤化工子公司阳煤化机与国家电力投资集团共同研发了国内首套年产100吨CO加氢制绿色甲醇 合成撬 装置，首次实现了绿色甲醇工艺的产业 ...

Core Insights - Hydrogen energy is considered a cornerstone of the new energy revolution, marking a significant transition from carbon-based to hydrogen-based energy sources [4] - Hydrogen Luan Technology has developed a 200kW AEM (Anion Exchange Membrane) electrolyzer, which is the largest single-cell AEM system currently in practical production [3] - The company aims to leverage abundant photovoltaic resources in Xinjiang to produce green hydrogen, addressing the challenges of large-scale renewable energy integration [3] Company Developments - Hydrogen Luan Technology, a high-tech enterprise based on intellectual property from Shanghai Jiao Tong University, has successfully developed its first-generation 3.2kW AEM hydrogen production system in June 2023, marking its entry into the industrialization phase [3] - The company won the bid for China's first MW-level hydrogen production station demonstration project in May 2025, which will be completed by the end of the year [3] - The AEM technology developed by Hydrogen Luan Technology combines the cost advantages of alkaline electrolyzers with the adaptability of proton exchange membranes, enabling low-cost off-grid hydrogen production [3] Industry Trends - The National Energy Administration of China has initiated hydrogen energy pilot projects to support the full-chain development of hydrogen energy, including production, storage, transportation, and utilization [4] - The hydrogen energy industry in Shanghai is experiencing rapid growth, with several companies achieving technological breakthroughs in green hydrogen production [5] - Hydrogen Qi Times, a subsidiary of Shanghai Electric, focuses on green hydrogen equipment development and has established a comprehensive testing platform for its alkaline electrolyzer products [5] Project Highlights - The "Photovoltaic Coupled Hydrogen Production" demonstration project in Shandong, set to launch in 2024, aims to validate the feasibility of large-scale green hydrogen production [5] - The integration of green hydrogen with biomass gasification in the upcoming Tiaonan wind power project will produce green methanol that meets EU ISCC standards, creating a zero-carbon production model [6] - Hydrogen Feng, established in 2016, has made significant advancements in hydrogen storage and transportation technology, launching the world's first ton-level magnesium-based solid-state hydrogen storage vehicle in 2023 [6]

【导读】建龙微纳拟控股汉兴能源，预计构成重大资产重组 中国基金报记者 闻言 6月24日晚间，建龙微纳 发布 公告称，公司正在筹划以支付现金受让股权的方式取得上海汉兴能源科技股份有限公司（以下简称汉兴能 源）不少于51%的股权，预计构成重大资产重组。 这是此前拟IPO企业转向并购重组的新案例。深交所官网显示，汉兴能源在2023年6月申报创业板IPO，但在2024年9月撤回了上市申请材 料。 同时，建龙微纳与汉兴能源属于一个产业链的上下游企业，可实现产品技术、市场资源、组织能力的双向协同。招股书（申报稿）显示， 汉兴能源2021年、2022年的前五大外协供应商包含建龙微纳。 建龙微纳 公告 称，公司通过此次交易将从材料制造商向技术服务商转型升级，建立从高性能分子筛材料研发、定制化工艺设计、系统工程 交付到终端客户服务的全链条闭环能力。 建龙微纳拟控股汉兴能源 6月24日，建龙微纳与汉兴能源及其股东纪志愿、吴芳、李明伟签署《合作意向协议》。根据协议，建龙微纳拟以现金方式，通过股权转让 取得汉兴能源不少于51%的股权。 | 证券代码:688357 | 证券简称:建龙微纳 | 公告编号: 2025-038 | | -- ...

Group 1 - Jianlong Micro-Nano announced on June 24 that it signed a letter of intent with Shanghai Hanxing Energy Technology Co., Ltd. to acquire at least 51% of Hanxing Energy's equity through cash transfer, making Jianlong Micro-Nano the controlling shareholder after the transaction [1] - Hanxing Energy specializes in the hydrogen energy industry, focusing on upstream hydrogen production and midstream transportation, storage, and refueling stations, providing comprehensive services including technology development, consulting design, and equipment integration [1] - Hanxing Energy has developed a business system around hydrogen energy, serving over 500 clients across various industries, including petrochemicals, metallurgy, and electronics, with products exported to multiple countries and regions [1] Group 2 - Jianlong Micro-Nano is engaged in the research, production, and sales of molecular sieve adsorbents and catalysts for various fields, including industrial gas separation and renewable resources, and has strong independent R&D capabilities [2] - The main products of Jianlong Micro-Nano are molecular sieve adsorbents and catalysts, which have been successfully used in thousands of installations, achieving import substitution and competing with international companies [2] - The strategic integration with Hanxing Energy is expected to create synergies in product technology, market resources, and organizational capabilities, enhancing both companies' competitive positions [2][3] Group 3 - Hanxing Energy possesses rich technical reserves and qualifications in the petrochemical industry, which Jianlong Micro-Nano can leverage for research and market expansion in domestic substitution technologies [3] - The collaboration allows Hanxing Energy to optimize its technical solutions using Jianlong Micro-Nano's resources in molecular sieve materials, enhancing its core competitiveness [3] - The strategic integration aims to establish a complete closed-loop capability from high-performance molecular sieve material R&D to customized process design and customer service, facilitating Jianlong Micro-Nano's transformation from a manufacturer to a technology service provider [3]

With Amazon contracts, massive cost cuts, and a bold profitability plan, this could be the most underestimated turnaround in the market today.Plug Power (PLUG -2.25%) is down 99%, but its hydrogen tech is still fueling Amazon and Walmart. With vertical integration, billion-dollar contracts, and a new hydrogen plant coming online, could PLUG stock be the next big comeback story? I break it all down -- risk, reward, and everything in between.*Stock prices used were the market prices of June 9, 2025. The video ...

"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） 点此报名 重要会议： 2025势银（银川）长时储能产业大会（7月2日-3日，宁夏·银川） 点此报名 添加文末微信，加 燃料电池 群 第九届国际氢能与燃料电池汽车大会（FCVC 2025）于6月18日在上海隆重开幕。申能集团旗下申 能能创首次携氢能产业链核心企业集体参展， 以"源启-智氢链"、"脉动-储运端"、"擎氢-动力 核"三大主题板块 ，系统性展示了其在"三纵三横"氢能战略引领下的技术协同创新成果，凸显了全 产业链自主化技术创新的显著进展，成为本届大会焦点。 申能创建于1987年，1996年成立申能（集团）有限公司，是上海市国资委出资监管的国有独资综合 性能源企业集团。上海申能能创能源发展有限公司作为申能集团全资子公司及氢能产业承载平台， 始终秉持申能"锐意开拓、稳健运作"的经营理念，统筹推进申能集团不动产资源综合利用和能源创 新产业投资， 现已形成以氢能为核心、产 ...