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 ...

"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 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 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 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 4.2 燃料电池系统订单详情 4.3 燃料电池行业发展 ...

Group 1 - The first domestic 2MW hydrogen fuel cell cogeneration demonstration project is operational, utilizing industrial by-product hydrogen as energy [1] - The project has successfully increased hydrogen purity from 99.5% to 99.999% through advanced purification processes [1] - The company has achieved significant sales milestones, with ordinary hydrogen sales exceeding 36.9 million cubic meters and high-purity hydrogen revenue reaching 7.9 million yuan [1] Group 2 - Hydrogen energy is a key component of the future national energy system, with the hydrogen industry being a strategic emerging industry focus [2] - The company is actively promoting the hydrogen fuel cell vehicle demonstration application, aiming to cultivate leading enterprises and accelerate the scale and cluster development of the hydrogen industry [2] - A commercial hydrogen refueling station has been established, capable of consuming 360 tons of by-product hydrogen annually, creating a complete "hydrogen production-storage-transportation-application" closed loop [2] Group 3 - The development of a hydrogen transportation network is underway, with plans for a hydrogen refueling station in the western mining area, promoting green low-carbon development [3] - The company is committed to transitioning traditional energy to green zero-carbon clean energy and actively developing the entire hydrogen industry chain [3]

Core Insights - Hydrogen energy is viewed as a "ultimate energy" due to its zero emissions and high energy efficiency, with significant potential in the transportation sector [1] - The establishment of hydrogen energy demonstration lines in Hubei province reflects the region's commitment to developing the hydrogen industry through practical applications [1][2] - The Wuhan Economic and Technological Development Zone has become a hub for hydrogen energy, housing 70% of the city's high-end equipment R&D and manufacturing core enterprises [3] Group 1: Hydrogen Energy Applications - Three hydrogen fuel heavy-duty trucks are currently in operation along the Hanyi Expressway, showcasing the practical use of hydrogen energy in logistics [1] - The hydrogen fuel trucks can be refueled in just 10 minutes and have a range of 400 kilometers, contributing to a reduction of 100 tons of CO2 emissions annually for a typical usage of 100,000 kilometers [1] - The Hubei hydrogen energy demonstration line has been operational since March, with approximately 30 hydrogen fuel trucks making daily trips [1] Group 2: Industry Development - The National Electric Power Investment Corporation established the Central China Hydrogen Energy Industry Base in Wuhan, focusing on the R&D and production of core components for fuel cells [2] - The base has achieved an annual production capacity of 5,000 hydrogen fuel cell stack systems, with over 500 units sold nationwide in 2023 [2] - The hydrogen energy industry in Wuhan has reached a scale of 15.5 billion yuan in 2023, with 16 key enterprises contributing to a complete industry chain from hydrogen storage to vehicle production [2] Group 3: Future Prospects - The opening of the Wuhan Hydrogen Technology Industrial Park and the announcement of five new hydrogen projects with over 3 billion yuan in investment mark a new development phase for the hydrogen industry in Wuhan [2] - The local government anticipates a promising future for the hydrogen industry as application scenarios continue to expand [3]

国家能源局《中国氢能发展报告（2025）》显示，2024年我国氢能生产消费规模达3650万吨，位居全球 首位，可再生能源制氢产能占全球50%以上，这标志着我国正从氢能技术的追随者逐步向全球产业的引 领者跨越。 然而，当前氢能仍面临产业链需协同深入推进碳减排、成本高企、基础设施建设滞后、技术创新不足等 诸多挑战。亟须强化政策支持、加快基础设施建设、突破核心技术瓶颈以及深化国际合作与交流，真正 为"双碳"目标的实现提供强大动能。 成本高企制约市场推广。我国氢能的生产成本主要受制氢方式的影响。传统的化石能源制氢虽然技术成 熟，但随着环保要求的不断提高，其面临的碳排放成本逐渐上升，同时，化石能源的价格波动也会影响 制氢成本的稳定性。可再生能源制氢虽然具有零碳排放的优势，但设备投资大、制氢效率低，导致成本 居高不下。此外，氢能的储存和运输成本也较高，一定程度上限制了氢能的运输距离和市场范围。高昂 的成本使得氢能在与传统能源的竞争中处于劣势，严重制约了其市场推广和应用。如何降低氢能全产业 链成本，成为氢能产业发展的重要瓶颈。 同时，氢能是保障能源安全的战略选择。我国能源结构长期呈现"富煤、缺油、少气"的资源禀赋特征， 这 ...

Core Insights - Hydrogen storage technology has three main routes: gaseous, liquid, and solid, with gaseous storage being the most mature and widely applied technology currently [2] - The release of the national standard for IV-type hydrogen storage bottles has accelerated the mass production process and provided a technical consensus for the industry [2][3] - The market for hydrogen fuel cell vehicles is expected to expand due to favorable government policies, reduced green hydrogen costs, and improved infrastructure [5] Industry Developments - IV-type hydrogen storage bottles have been showcased by manufacturers at the FCVC 2025, indicating a shift towards standardized products [2][3] - The first 70MPa IV-type hydrogen storage bottle produced by Zhongcai Technology (Suzhou) has a storage capacity of 18.9 kg, reaching the national standard's volume limit [3] - The company also introduced a liquid hydrogen storage system with a 1350L capacity, capable of storing approximately 88 kg of liquid hydrogen, enabling a vehicle range exceeding 1000 km [3] Market Trends - The future of hydrogen storage is expected to see a coexistence of III-type and IV-type bottles, with the latter being more suitable for fuel cell passenger vehicles due to its lightweight structure and higher hydrogen density [3][4] - The competition in the hydrogen storage sector will focus on product performance and cost, as more companies enter the market [6] - Despite recent underperformance in the hydrogen market, industry insiders remain optimistic about its future prospects [4][5]

编辑丨刘恒涛 图源丨midjourney 0 :4 ，败给南京，常州又双叒叕输了！ 五场比赛，一球未进，一场未赢，常州 "笔画不够用了"，" 0 州"冲上热搜第一。 但常州在玩梗上可没输，面对失利，常州坦然自嘲，输球不输人，展示了自信大气的一面。周六这场 比赛，常州队主场对阵南京队，单场观众达到 36712 人，破了"苏超"单场纪录。常州的娱乐精神， 赢得了好感，赚足了人气。 输了五场，赢了一座城。 作 者 丨卜松 几天前，针对前来消费的球迷，常州旅游协会推出了 "看球游城赢大奖"的活动，来常州看球、看演 出、看展消费，都可以参与抽"土特产"活动，更是大大刷了一波存在感。 所谓的 "土特产"是什么呢？ 抽奖的这三件 "土特产"，背后是理想汽车、小牛电动、九号科技，是常州的新能源企业代表。 官方公布的 "土特产"，特等奖是理想 L6 Pro ，一等奖是小牛 Umax 顶配版，二等奖是九号平衡车 L8 。 常州市旅游协会和携程平台，会在每轮主场开赛前，开通专场直播间，直播销售推广特色产品，同时 互动抽奖。 解读这个活动背后透露出来的信息，可以看到常州这座城市的活力和实力。能借苏超热度，快速反应 搞直播抽奖，暑假在 ...

"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 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 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 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 4.3 燃料电池行业发展趋势分析 示 例 电解水制氢行 ...

以下文章来源于DT新能源 ，作者DT新能源 DT新能源 . 影响 新兴产业 不同市场阶段发展的主要因素存在一定的差异性。我国氢能的发展以燃料电池车为先导，并 逐步向"大氢能"转变。而在燃料电池车示范城市群补贴政策下，国内过去氢能的发展主要依赖于政策的推 动。 随着首个示范期的结束，氢能已进入新一轮政策指引、技术创新驱动的发展模式 。燃料电池车作为国 内整个大氢能产业中，应用示范及技术相对成熟的一环，产业链的升级也有望先行。 FCVC作为国内最大的燃料电池车产业链展会，故【DT新能源】重点走访了整个展会。对于本届FCVC， "规模收缩、人数下降"几乎是现场每一位的感受，这在现阶段政策和市场因素影响下倒也正常，小编也早有 预期。但在出发前线上翻看展商名录后，依旧比较激动，尤其结合近期市场情况来看， 一场基于材料的迭 代升级已在燃料电池端开始 。 按照惯例，小编还是对整个FCVC做系统的总结。本届FCVC展会的主要特点如下所示： 1、材料成为最大话题，燃料电池核心材料迭代。 本届FCVC最直观的印象就是各种材料企业显著增多，与 各种企业沟通时材料也成为最大的话题。尤其本届FCVC国外材料巨头企业较多，如 世索科 （ ...