图为"诺奖智慧赋能 国际视野领航——鹏飞集团创新发展座谈会"现场 （鹏飞集团供图） 新华丝路太原5月17日电（蒋亚春、杨媛尹）"Incredible！"（真了不起！） "鹏飞集团要勇于在世界舞台上展示自己的发展成就。" "要拥抱多样性，不要千篇一律。要将品质作为文旅产业发展的根基。" 在5月14日举行的"诺奖智慧赋能 国际视野领航——鹏飞集团创新发展座谈会"上，法国桥智库主席周瑞（Joel Ruet），诺贝尔化学奖 得主、世界顶尖科学家协会副主席迈克尔·莱维特及其夫人著名艺术家、策展人苏珊·布罗施-莱维特盛赞了山西鹏飞集团在绿色能源转 型领域取得的成就，并就氢能产业出海、文化产业发展等议题提出许多有建设性的意见。 图为周瑞一行探访鹏飞集团智创汽车制造产业园 座谈会前，周瑞一行探访了鹏飞集团的智创汽车制造产业园、城市加氢综合能源岛等产业项目，并参观了孝义老城、三皇庙等文旅项 目，嘉宾一行对鹏飞集团的产业发展水平和国际化水平表示赞叹。 周瑞表示，欧洲市场对氢能重卡的需求很大，但欧洲本土缺少可以生产氢能重卡的优秀制造企业，所以对美国的氢能重卡的制造商有 很大的依赖性。但是欧美贸易之间存在不确定性，欧洲需要采取一些对 ...

Investment Rating - Maintain "Buy" rating for the electric equipment industry [6] Core Views - The report highlights the ongoing decline in silicon wafer prices, with significant reductions in production rates due to weak downstream demand. The industry operating rate has dropped to approximately 55% [15][16] - The report emphasizes the importance of supply-side adjustments and the potential for price stabilization in the future, particularly focusing on companies like Xiexin Technology, Tongwei Co., and Flat Glass Group [15] - The report also discusses the growth opportunities in new technologies, recommending companies such as Aiko Solar and Juhe Materials [15] Summary by Sections New Energy Generation - **Photovoltaics**: The average transaction price for N-type G10L monocrystalline silicon wafers is 0.95 RMB/piece, with a week-on-week decline of 5.94%. The N-type G12R and G12 wafers have also seen price drops of 1.79% and 3.70%, respectively [15][16] - **Wind Power & Grid**: The report notes the commencement of wind turbine bidding for the Huaren Shantou Honghai Bay project, with a total capacity of 500MW. The report also highlights the successful installation of the first wind turbine for the 800MW offshore wind project in Jiangsu [16] - **Hydrogen Energy**: A green hydrogen project in Gansu is set to produce over 10,000 tons annually, aiming to reduce CO2 emissions by approximately 300,000 tons [17] Energy Storage - The average bidding price for energy storage systems in May is reported to be between 0.422 RMB/Wh and 2.29 RMB/Wh, with a focus on companies with high growth certainty in large-scale storage [18][23] New Energy Vehicles - The report discusses the launch of solid-state battery solutions by Better Ray, which includes high-nickel cathode materials and silicon-based anodes. The company has developed a high-performance three-dimensional framework material for solid-state batteries [27][30] - The report recommends focusing on leading companies in the lithium battery sector, such as CATL and BYD, as well as those involved in the composite materials industry [31]

Investment Rating - Maintain "Buy" rating for the electric equipment industry [6] Core Insights - The report highlights a downward trend in silicon wafer prices, with significant reductions in transaction prices due to weak downstream demand, leading to a supply-side production cut [15][16] - The offshore wind sector is experiencing a surge in project activity, with multiple wind turbine tenders and installations scheduled for Q2 [16] - The hydrogen energy sector is advancing with a large-scale green hydrogen project in Gansu, aiming for over 10,000 tons of annual production [17] - The energy storage market is seeing competitive bidding with average prices for storage systems ranging from 0.422 to 2.29 RMB/Wh [23][26] - The solid-state battery technology is gaining traction, with companies like BETTERY launching comprehensive solutions for solid-state battery materials [30] Summary by Sections New Energy Generation - **Photovoltaics**: Silicon wafer prices continue to decline, with N-type G10L wafers averaging 0.95 RMB/piece, a week-on-week drop of 5.94%. The industry operating rate has decreased to around 55% due to reduced demand [15][16] - **Wind Power & Grid**: The Huaren Shantou Honghai Bay offshore wind project has initiated turbine tenders, with a total capacity of 500MW. Q2 is expected to see significant performance releases in offshore wind [16] - **Hydrogen & Energy Storage**: A green hydrogen project in Gansu is set to produce over 10,000 tons annually, contributing to carbon reduction efforts. The energy storage sector is witnessing a robust bidding environment with substantial project sizes [17][18] Energy Storage - The average bidding price for energy storage systems in May ranges from 0.422 RMB/Wh to 2.29 RMB/Wh, indicating a competitive market [23][26] - The report recommends focusing on domestic and international large-scale energy storage opportunities, highlighting companies like Sunshine Power and Shangneng Electric [26] New Energy Vehicles - BETTERY has launched a solid-state battery material solution, including high-nickel cathodes and silicon-based anodes, which are expected to enhance battery performance significantly [30][31] - The report emphasizes the long-term trend towards solid-state batteries and suggests monitoring companies involved in this technology [31]

Core Viewpoint - The article emphasizes the growing importance of hydrogen energy as a clean and flexible energy source, highlighting its potential role in achieving a low-carbon transition in China's energy system [2][3]. Group 1: Background and Importance of Hydrogen Energy - The global energy demand is rapidly increasing, and the need for clean energy alternatives to fossil fuels is becoming more urgent due to environmental concerns [2]. - Hydrogen is recognized for its clean combustion, producing only water as a byproduct, and is considered a key component in the future energy system [2]. - The Chinese government has identified hydrogen as a strategic emerging industry, with plans for its development outlined in the "Hydrogen Energy Industry Development Mid- to Long-Term Plan (2021-2035)" [2]. Group 2: Current Challenges in Hydrogen Energy Development - China's initial focus on hydrogen energy has been heavily influenced by international models, particularly in the transportation sector, which has limited the broader understanding and application of hydrogen energy [3]. - The industry faces challenges such as a lack of comprehensive hydrogen consumption infrastructure, leading to delays and reductions in hydrogen-related projects [3]. - As more companies enter the hydrogen sector, the competition is intensifying, necessitating the exploration of new application scenarios to drive growth [3]. Group 3: Event Information - An international seminar titled "Exploring 'Hydrogen+' to Open New Ideas for Hydrogen Energy Applications" is scheduled for May 21, focusing on the development of new hydrogen energy applications [4][5]. - The event will feature keynote speeches, supply-demand interactions, and roundtable discussions, aiming to foster collaboration and innovation in the hydrogen energy sector [5].

Core Viewpoint - The establishment of the "Chaoyang Hydrogen Energy New Momentum Venture Capital Fund" with a capital of 5 billion RMB signifies a strategic move by Sinopec to expand its investment in the hydrogen energy sector, reflecting its commitment to transitioning towards clean energy and enhancing its investment ecosystem in this area [4][5][10]. Group 1: Fund Establishment and Investors - The new fund has a total investment of 5 billion RMB, with Sinopec Capital holding a 48.98% stake, indicating strong backing from one of the world's largest refining and chemical companies [4][7]. - Other investors include Yantai Guotai Chengfeng Asset Management and the Shandong New Momentum Green Leading Investment Center, which is a government-backed fund with a registered capital of 20 billion RMB [7][8]. - The fund aims to invest in the entire hydrogen energy industry chain, including production, storage, transportation, and application technologies [10][11]. Group 2: Strategic Importance of Hydrogen Energy - Sinopec has been under pressure to transition towards low-carbon energy sources, having set ambitious goals to become a leading hydrogen energy company by 2025, including the establishment of 1,000 hydrogen refueling stations and producing over 1 million tons of green hydrogen annually [14]. - Shandong Province has been proactive in developing its hydrogen energy sector, with plans to achieve a total industry output value of 100 billion RMB by 2025 and 500 billion RMB by 2030 [15][16]. - The collaboration between Sinopec and Shandong's government-backed entities aligns with the province's strategic focus on new energy and the complete hydrogen energy industry chain [17]. Group 3: Market Activity and Financial Strength - Sinopec Capital has been active in the primary market, with 46 direct investment events totaling over 8.4 billion RMB, covering various strategic emerging industries [19]. - The company reported a revenue of 3.07 trillion RMB and a net profit of 50.3 billion RMB in 2024, showcasing its financial strength and ability to support extensive investments [18][19]. - The recent issuance of a 900 million RMB technology innovation bond, which was oversubscribed by more than seven times, further demonstrates market confidence in Sinopec's strategic direction [19][20].

Core Insights - The conference titled "Green Electricity to Green Hydrogen: Hydrogen Energy Benefits People's Livelihood" focuses on the high-quality development of the hydrogen energy industry in Inner Mongolia, aiming to explore new paths for industrial transformation and upgrading through collaboration among government, enterprises, and research institutions [3][6]. Group 1: Policy and Government Support - The Inner Mongolia Autonomous Region government is actively supporting the hydrogen energy industry by implementing a series of policy documents to help enterprises identify opportunities for economic development through hydrogen energy [3]. - The Inner Mongolia Hydrogen Energy Industry Association is working to integrate resources and collaborate with research institutions and enterprises to enhance the efficiency of green hydrogen production and reduce costs [7]. Group 2: Industry Development and Achievements - A total of 150 billion yuan worth of projects were signed between various local governments and Junrui Green Hydrogen Energy Group during the conference, indicating strong investment interest in the hydrogen sector [5]. - Inner Mongolia has established seven integrated wind-solar hydrogen production projects in the first quarter of 2025, with an annual hydrogen production capacity of 60,000 tons, positioning it as a leader in the national hydrogen energy industry [6]. Group 3: Future Directions and Goals - The conference featured discussions on 11 key areas related to hydrogen energy, including strategic positioning, high-quality development, and infrastructure construction, showcasing the collaborative efforts to advance the industry [6]. - The "Green Electricity to Green Hydrogen" approach is seen as essential for achieving sustainable development in the hydrogen energy sector, aiming to utilize renewable energy effectively while reducing carbon emissions [7].

Core Viewpoint - Guofu Hydrogen Energy (Hong Kong) Development Co., Ltd. officially commenced operations, marking a significant milestone for Guofu Hydrogen Energy after its listing on the Hong Kong Stock Exchange. The company aims to leverage Hong Kong's international platform to accelerate the international standard certification of core equipment for liquid hydrogen storage and transportation, as well as green hydrogen production, while deepening cross-border cooperation in the hydrogen energy sector to support global low-carbon energy transition [1]. Group 1: Company Development and Strategy - Guofu Hydrogen Energy is a leading enterprise in the hydrogen energy sector and a "quasi-chain leader" in Jiangsu's hydrogen energy industry chain. Since its establishment in 2016, the company has developed a complete industrial chain from manufacturing hydrogen supply systems and refueling stations to achieving the highest domestic market share in hydrogen refueling equipment and supply systems [1]. - The current development strategy of Guofu Hydrogen Energy involves a dual approach targeting both domestic and international markets. Domestically, the company is ramping up production capacity with an annual output of 80,000 vehicle-mounted hydrogen storage bottles in Zhangjiagang and 50,000 in Shanghai. Internationally, the company is expanding its footprint by forming joint ventures with overseas firms and establishing eight assembly bases across Europe, South America, Oceania, the Middle East, and North Africa [1][2]. Group 2: Technological Innovation and Projects - Guofu Hydrogen Energy has recently signed a $5 million contract with ADVAIT in India for alkaline water electrolysis hydrogen production equipment and core components, marking a shift from single equipment exports to systematic cooperation and industrial layout collaboration [2]. - The company is focusing on technological innovation, with a key project being the off-grid hydrogen production technology, which aims to utilize Xinjiang's abundant wind and solar resources for hydrogen production. The project faces challenges related to the intermittent nature of renewable energy sources, but the company is working with research institutions to address these issues [2]. Group 3: Industry Impact and Local Development - Guofu Hydrogen Energy plays a pivotal role in the hydrogen energy industry in Zhangjiagang, where it has become a partner in attracting investment. The company has announced plans to develop a supply chain base and establish a hydrogen energy industry fund with a total scale of 2 billion yuan to support promising projects [3]. - Zhangjiagang has implemented various policies to foster the development of the hydrogen energy sector, including the establishment of innovation platforms and talent development alliances. The city has nearly 50 hydrogen-related enterprises and actively supports the construction of hydrogen refueling stations and the purchase of hydrogen vehicles [3]. - The practical applications of hydrogen energy in Zhangjiagang include hydrogen buses with a range of over 300 kilometers, hydrogen fuel trucks with a maximum load of 60 tons, and over 500 hydrogen-sharing bicycles. The city has deployed 224 hydrogen fuel cell vehicles, accumulating over 15 million kilometers in operational mileage, and has established five hydrogen refueling stations with a daily refueling capacity of 3.2 tons [4].

Core Viewpoint - Zhongke Fuhai Technology Co., Ltd. has successfully established the first civil liquid hydrogen production, storage, and transportation demonstration project, marking a significant achievement in the hydrogen energy sector [1][2] Group 1: Project Overview - The project is part of the national key research and development plan focusing on renewable energy and hydrogen technology [1] - It involves collaboration with nine institutions, including the Chinese Academy of Sciences and several universities [1] - The project has successfully demonstrated a complete innovation chain covering domestic liquid hydrogen production, storage, transportation, and safety monitoring [2] Group 2: Technological Breakthroughs - Six key core technologies have been successfully developed, including optimization of hydrogen liquefaction processes and integrated heat exchange systems [1] - Technologies for large vacuum liquid hydrogen tanks and safety design under varying temperature loads have been established [1] - The project also includes advanced technologies for efficient compression and rapid refueling based on liquid hydrogen storage [1] Group 3: Industry Impact - The project addresses critical issues related to national self-sufficiency in high-efficiency liquid hydrogen production equipment and related technologies [2] - It aims to promote the large-scale commercialization of hydrogen fuel vehicles and the application of green hydrogen in China [2] - The successful demonstration is expected to enhance the autonomous development of hydrogen energy in aerospace strategic fields [2]

Group 1 - Jinhua City plans to implement several projects over the next five years, focusing on future industries such as general artificial intelligence, synthetic biology, new displays, hydrogen energy, new energy storage, low-altitude economy, and quantum information [1] - By 2024, Jinhua's industrial output value is expected to reach 725 billion yuan, with 18 industrial clusters exceeding 10 billion yuan [1] - Jinhua's future industries are seen as a new engine for high-quality economic development, with key clusters in new energy vehicles, photovoltaics, textiles, and modern hardware exceeding 100 billion yuan [1] Group 2 - Zhejiang Hydrogen Technology Co., Ltd. has established a "zero-carbon factory" in Jinhua, capable of producing 5,000 hydrogen fuel cell engines annually, with over 100 invention patents filed [2] - The opening of the first hydrogen fuel bus demonstration line in Jinhua and the operation of a hydrogen refueling station have filled local market gaps [2] - The company aims to continue research on battery costs and expand into overseas markets, including hydrogen drones and other small power products [2] Group 3 - Jinhua City has developed a comprehensive innovation and entrepreneurship ecosystem, focusing on policy support, talent output, technological innovation, and capital support [3] - The city plans to leverage universities and research institutions to strengthen the foundation for innovation and promote interdisciplinary research in future technologies [3] - New incubation platforms and specialized parks for future industries will be established, with mature parks designated as city-level future industry pilot zones [3]

Core Viewpoint - The city of Daye in Hubei Province is actively developing a comprehensive hydrogen energy industry chain, transitioning from a raw material industrial base to a national clean energy low-carbon application demonstration base, with hydrogen energy as a key driver for future industrial development and economic growth [1]. Group 1: Hydrogen Production and Utilization - Daye's hydrogen production facility generates high-purity hydrogen with a purity of 99.99% [1]. - The integrated hydrogen energy project has a total investment of 3.437 billion yuan, which includes the construction of three green hydrogen production plants, photovoltaic power stations, and hydrogen refueling stations [1]. - The project is expected to produce approximately 4 billion kilowatt-hours of green electricity, 5,000 tons of green hydrogen, and 40,000 tons of oxygen annually, while achieving a daily hydrogen refueling capacity of 7 tons and reducing carbon dioxide emissions by 227,800 tons per year [1]. Group 2: Hydrogen Storage Technology - The underground hydrogen storage research and pilot project in Daye marks a breakthrough in domestic cavern hydrogen storage technology [2]. - The project utilizes abandoned mines as large gas storage facilities, which is both economical and safe [2]. - Daye City collaborates with the Wuhan Institute of Rock and Soil Mechanics of the Chinese Academy of Sciences to transform abandoned mines into "underground hydrogen storage" facilities, achieving a shift from mining voids to energy storage [2]. Group 3: Industry Development and Innovation - A hydrogen energy innovation technology park is being established in Daye Lake High-tech Zone, which will support the intelligent management of the hydrogen energy industry chain through advanced technologies such as information technology, cloud computing, and the Internet of Things [2]. - The technology park aims to attract related enterprises for research and application in the hydrogen energy sector, enhancing the overall development of the hydrogen energy industry [2].