"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 ...

Core Viewpoint - The hydrogen energy industry is at a critical juncture in 2025, requiring national policy support, with both domestic and international signals indicating progress in the sector [7]. Group 1: Industry Dynamics - The hydrogen energy sector is closely monitored by the TrendBank research team, focusing on production, storage, transportation, and application aspects [3]. - A national venture capital fund is being established to attract nearly 1 trillion yuan in social capital, focusing on cutting-edge fields including hydrogen energy [5]. - Australia announced an investment of 750 million AUD (approximately 474 million USD) to support green mining and processing technologies, particularly hydrogen-based iron reduction [6]. Group 2: Project and Market Updates - As of Q1 2025, there are 788 domestic green hydrogen projects, with a significant increase in the scale of electrolyzer bids, growing over 58 times compared to the same period last year [8]. - The total scale of publicly bid electrolyzers in Q1 2025 reached 482.825 MW, indicating substantial project progress [9]. - The fuel cell installation capacity in Q1 2025 was 47.6 MW, with a market concentration of 74% among the top five companies [11]. Group 3: Policy and Standards - The National Energy Administration has released a guideline for the 2025 energy industry standards plan, emphasizing the establishment of standards in hydrogen production, storage, transportation, and fuel cell applications [7].

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 ...

21世纪经济报道记者 林典驰 上海报道 "从现在开始到2030年，氢能的制、储、运、加供应链建设和发展，将会反过来带动氢能多领域的应 用。"中国科学院院士，清华大学教授欧阳明高表示。 他表示，2015年～2025年是车用燃料的动力系统作为氢能利用的先导，带动氢能发展，现在已经到这个 时期的末尾，是氢能的一个转折点，也是我们目前的阵痛期。 近日，2025国际氢能与燃料电池汽车大会暨展览会在上海召开。 氢能产业原目标是，到2025年底，初步建立以工业副产氢和可再生能源制氢就近利用为主的氢能供应体 系；燃料电池车辆保有量约5万辆，部署建设一批加氢站。 寻找商业模式闭环度过低谷期 过去5年，氢能一直探索商业化的可行路径，在示范初期，主要集中在商用车领域，特别是公交车和环 卫车等，这类场景通常由政府或者大型国企推动。 随着时间的推移，姚荣华认为，重卡在物流领域的应用将能创造更多的收益和价值，相比柴油机或纯电 动重卡，结合国家在高速费用减免和路权方面的支持，全寿命周期成本优势突出，尤其是对具备资源优 势的大型工业企业，这些车辆将首先实现盈利和商业闭环。 "氢能现在是一个转折点，首批城市示范群支持了该产业在技术和业务模式上 ...

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]

Core Viewpoint - Despite recent losses in football, Changzhou has successfully leveraged its cultural and entertainment appeal to enhance its tourism and local economy, showcasing resilience and confidence [2][3][5]. Group 1: Tourism and Local Economy - Changzhou's tourism association launched a promotional campaign "Watch the Game, Tour the City, Win Prizes," encouraging visitors to engage in local activities while watching matches, significantly boosting local visibility [5]. - The campaign features prizes such as the Li Auto L6 Pro and Niu Umax electric scooter, highlighting the city's focus on promoting local products and enhancing its tourism sector [5][9]. - The city recorded a single-match attendance of 36,712, setting a new record for the "Su Super" league, indicating strong local support and engagement [2]. Group 2: New Energy Industry - Changzhou is recognized as a leader in the new energy sector, with a projected battery production capacity sufficient for 1 million electric vehicles by 2024, contributing to 10% of global electric vehicle production [9][13]. - The city has a complete new energy industry chain, with local companies like CATL and BYD establishing significant operations, enhancing the region's industrial strength [9][12]. - Changzhou's solar component production accounts for 10% of the national output, and the city is home to major players in the hydrogen energy sector, showcasing its comprehensive energy strategy [9][13]. Group 3: Industrial Foundation and Policy Support - The industrial foundation of Changzhou dates back over a century, with significant historical contributions to the energy sector, establishing a strong base for current developments [16][17]. - The city benefits from strategic geographical advantages, being within a three-hour transport radius of major ports, facilitating efficient supply chain operations for new energy manufacturers [17][19]. - Local government policies, including the introduction of the "Changzhou New Energy Industry Promotion Regulations," aim to foster a supportive environment for industry growth, attracting talent and investment [19][24]. Group 4: Technological Advancements - Changzhou's new energy companies are at the forefront of integrating AI technologies to enhance production efficiency and product quality, exemplified by CATL's use of AI to increase output by 320% [21][23]. - The city is planning to establish 100 advanced factories and implement numerous smart manufacturing projects by 2027, indicating a strong commitment to technological innovation [24][25]. - Changzhou aims to develop a comprehensive hydrogen energy ecosystem, with significant investments in green hydrogen production and related technologies, positioning itself as a leader in this emerging field [25].

Core Viewpoint - The hydrogen energy industry is at a critical juncture in 2025, requiring national policy support, with both domestic and international signals indicating progress in the sector [7]. Group 1: Industry Dynamics - The hydrogen energy sector is closely monitored by the TrendBank research team, focusing on production, storage, transportation, and application aspects [3]. - A national venture capital fund is being established to attract nearly 1 trillion yuan in investments, focusing on cutting-edge fields including hydrogen energy [5]. - Australia announced an investment of 750 million AUD (approximately 474 million USD) to support green mining and processing technologies, particularly hydrogen-based iron reduction [6]. Group 2: Project and Market Updates - As of Q1 2025, there are 788 domestic green hydrogen projects, with a significant increase in the scale of electrolyzer bids, growing over 58 times compared to the same period last year [8]. - The total scale of publicly bid electrolyzers in Q1 2025 reached 482.825 MW, indicating substantial project progress [9]. - The fuel cell installation capacity in Q1 2025 was 47.6 MW, with a market concentration of 74% among the top five companies [11]. Group 3: Policy and Standards - The National Energy Administration has released a guideline for the 2025 energy industry standards plan, emphasizing the development of standards in hydrogen production, storage, transportation, and fuel cell applications [7].

Core Viewpoint - DT New Energy aims to bridge domestic and international hydrogen energy and fuel cell industries, providing comprehensive services including industry research, consulting, investment, technology transfer, market promotion, media conferences, and data analysis [1]. Group 1: Industry Development - The development of hydrogen energy in China is led by fuel cell vehicles (FCVs) and is gradually transitioning to a broader hydrogen energy approach. The past reliance on policy support is shifting towards a model driven by new policy guidance and technological innovation [3][4]. - The FCV industry chain is expected to upgrade first due to its relatively mature application and technology within the larger hydrogen energy sector [3]. Group 2: FCVC Exhibition Insights - The FCVC exhibition showcased a significant increase in material companies, with discussions centered around core material iterations for fuel cells. Notable foreign material giants like Solvay, 3M, AGC, and Saint-Gobain were present, indicating a slowdown in overseas hydrogen energy development [4][6]. - The exhibition highlighted the ongoing transition in the hydrogen production sector towards high-performance competition, with companies beginning to replace core materials, such as the adoption of Solvay's short-chain perfluorosulfonic acid resin in PEM hydrogen production membranes [6][8]. Group 3: Technological Innovations and Applications - The exhibition emphasized the importance of expanding application scenarios and technological innovation in the fuel cell industry, especially in light of reduced subsidies. Companies are increasingly discussing new applications, such as hydrogen fuel cell mining trucks and hydrogen-powered drones [10][12]. - Air-cooled fuel cells have become a standard feature among exhibitors, with nearly all companies showcasing or developing this technology, reflecting its maturity and the influence of current policies [13]. Group 4: Increased State-Owned Enterprise Participation - The presence of state-owned enterprises at the FCVC has increased, indicating a growing governmental focus on hydrogen energy development. Companies like Huadian Hydrogen Energy and Zhonglian Heavy Industry showcased their fuel cell and electrolysis technologies [18]. Group 5: Consumer Engagement and Hydrogen Production - The exhibition featured more consumer-oriented products and experiences, addressing previous criticisms regarding hydrogen energy's accessibility to end-users. Activities included a hydrogen-powered two-wheeler experience event [21]. - New hydrogen production companies, such as Yifu Hydrogen Energy, also participated, indicating a rising interest in the hydrogen production segment [18]. Group 6: Upcoming Events - DT New Energy will host the "2025 Renewable Energy Hydrogen Production Industry Development Forum" on July 10-11, 2025, focusing on key materials and hydrogen production systems, including discussions on ALK/PEM/AEM technologies and market trends [23].