Group 1 - The core viewpoint is that Xixian New Area is promoting innovation and development in the technology sector through various initiatives, including the establishment of international cooperation bases and innovative financing policies [1][2]. - Xixian New Area has established 52 international cooperation bases and 6 offshore entrepreneurship platforms, with 26 international cooperation projects implemented [1]. - The area has launched innovative pilot programs such as "pay after use" and "invest first, equity later" to accelerate the development of technology innovation platforms [1]. Group 2 - Xixian New Area has released a comprehensive policy package with 296 clauses to support financing for technology enterprises, which includes the construction of 29 incubation facilities at the municipal level or above [2]. - The technology contract transaction volume for 2024 is projected to reach 35.03 billion yuan, representing a year-on-year increase of 56.4%, with 6,878 technology-based SMEs registered, up 38.4% [2]. - The area has introduced a three-year action plan titled "Ten Thousand Talents Gather in Xixian," successfully attracting 544 high-level talents and establishing 5 academic expert workstations [2]. Group 3 - Xixian New Area is fostering cross-regional collaborative development by forming a "technology going global" innovation consortium and establishing the first professional service team for technology enterprises in Northwest China [3]. - The area has signed cooperation agreements with various regions to facilitate cross-province services and remote evaluation processes [3]. - The local government aims to implement a free trade zone enhancement strategy to align with international high-standard economic and trade rules, supporting the overall "technology innovation free trade" development in Shaanxi province [3].

- 价格下降：全国氢价指数呈下降趋势，生产侧和消费侧氢价指数均创新低，示范城市群降幅更明显。政策引导是氢价下降的主要因素。 今天分享的是：中国氢价指数年度报告 （2024年版） 报告共计：30页 《中国氢价指数年度报告（2024年版）》由国能氢创科技有限责任公司设计发布，旨在反映氢能价格变化，推动氢能产业发展。 1. 指数概述：中国氢价指数按月更新，通过对超50个城市、200个样本点跟踪统计，涵盖生产侧和消费侧，分区域呈现氢能价格变化。配套的中国氢价竞争 力评估工具，能研判氢能制备成本及竞争力，两者共同支撑氢能市场体系建设。 2. 运行情况 - 指数分化：示范城市群氢价指数分化明显。生产侧，广东城市群价格高，郑州城市群成本优势大；消费侧，各城市群价格变化趋势不同。 - 差值收窄：生产消费指数差值呈收窄趋势，反映出氢气储运效率提升，各城市群差值变化有所不同。 - 竞争力突破：可再生氢竞争力取得显著突破，相对竞争力稳步上升，区域发展有差异，西北、华北、东北地区提升突出。 3. 形势预测 - 价格分化持续：示范城市群价格水平将进一步分化，郑州、河北和京津冀城市群氢价有望下行，上海和广东城市群相对稳定。 - 存量氢源 ...

Financial Performance - The company reported a revenue of 407 million yuan for 2024, a year-on-year increase of 146.43% [1] - The net profit attributable to shareholders was -43.69 million yuan, a reduction in losses by 7.45% compared to the previous year [1] - The net profit after deducting non-recurring items was -73.94 million yuan, a significant decline of 162.74% year-on-year [1] - The net cash flow from operating activities was -94.31 million yuan, a drastic drop of 692.33% year-on-year [1][3] Investment Activities - The company has aggressively invested in the new energy sector, with a total investment cash outflow of 323 million yuan in 2024, a staggering decline of 11,423.65% year-on-year [2] - Major investments include a 120MW photovoltaic hydrogen production project with an estimated investment of 702 million yuan and a 262.5MW wind power project with an investment of approximately 3.135 billion yuan [5][6] - The company has engaged in multiple acquisitions, including six energy stations and various renewable energy projects, indicating a strategic shift towards new energy [6] Strategic Shift - The company has transitioned from traditional apparel to focus on hydrogen energy, establishing a joint venture named Pengfei Hydrogen Beauty, which holds 51% of the new energy operations [5][7] - The strategic shift is driven by the Zheng family from Shanxi Pengfei Group, which has significant influence over the company's direction and operations [7][9] - The company plans to integrate its hydrogen production projects with those of Pengfei Group to eliminate potential competition in the hydrogen sector [9][10]

Group 1: Energy Supply and Consumption - The National Energy Administration reported that energy supply is sufficient, consumption is growing, and the overall supply-demand situation is relaxed with stable prices showing a downward trend [1] - In the first quarter, renewable energy accounted for 90% of new installed capacity, with an increase of 76.75 million kilowatts, representing a year-on-year growth of 21% [1] - Renewable energy generation reached 816 billion kilowatt-hours in the first quarter, a year-on-year increase of 18.7%, making up 35.9% of total electricity generation [1] Group 2: Nuclear Energy Development - The operational and approved nuclear power installed capacity in China exceeds 120 million kilowatts, with a projected nuclear power generation of 450.9 billion kilowatt-hours in 2024, accounting for 4.5% of total generation [1] - The government plans to support the development of advanced nuclear technologies, including fourth-generation reactors and small modular reactors [1] Group 3: Hydrogen Energy Sector - Hydrogen energy is a key focus, with a projected production and consumption scale exceeding 36.5 million tons in 2024, making China the world's largest producer [2] - Over 600 renewable energy electrolysis hydrogen production projects are planned, and more than 540 hydrogen refueling stations have been established [2] - Approximately 24,000 fuel cell vehicles have been promoted as part of the ongoing demonstration applications [2] Group 4: Investment in Energy Sector - Energy investments have shown rapid growth, with a 12.9% year-on-year increase in investment in key energy projects in the first two months [2] - Investments in offshore wind, new energy storage, power grids, and nuclear power are growing quickly [2] Group 5: Support for Private Enterprises - The National Energy Administration has issued a notice to support private enterprises in enhancing development momentum and fair market participation [3] - Private enterprises account for over 80% of operators with more than 10,000 charging facilities, indicating their significant role in the energy sector [3] - New nuclear power projects approved recently have at least 10% shareholding from private enterprises, highlighting their increasing involvement in energy infrastructure [3]

张修军：在包头有良好的氢能产业发展潜力和基础，尤其当地有很好的风光发电以及制氢的能源基 础，同时也有很好的重卡市场应用场景基础。 截至2024年底，全球可再生能源制氢项目累计建成产能超25万吨/年，我国占比超50%，已逐步成 为全球可再生能源制氢及相关产业发展的引领国家。 全球单体规模最大氢储能调峰电站及风光氢储车一体化项目——格罗夫木垒项目在新疆木垒哈萨克 自治县加紧建设，项目有关负责人郝义国介绍，该项目总投资超过105亿元，规划建设6座日加氢能力5 吨的加氢综合能源站和600台氢能重卡的采购和运营，目前已完成项目总进度的60%。 徐继林：持续推动氢能产业政策接续发力，积极落实氢能纳入能源管理相关工作，加快推进氢能领 域重大技术装备研制和应用示范，促进"制储输用"全产业链发展。 央广网北京5月4日消息（记者韩萌 刘梦雅）据中央广播电视总台中国之声《新闻和报纸摘要》报 道，国家能源局数据显示，2024年，我国氢能全年生产消费规模超3650万吨，位列世界第一。近期，多 个氢能产业项目建设提速，我国氢能产业正从试点探索逐步进入有序破局的新阶段。 徐继林：截至2024年底，全国各地累计规划建设可再生能源电解水制氢项 ...

Investment Rating - The report maintains a "Buy" rating for the company [3][5]. Core Views - The company is expected to achieve a revenue of 10.5 billion yuan in 2025, with a total profit of 1.15 billion yuan [2][3]. - The thermal power operation scale is steadily increasing, with a projected revenue of 10.5 billion yuan by 2025 [2][3]. - The equipment manufacturing business has shown signs of recovery, with a 20.18% year-on-year increase in revenue for 2024 [1][2]. - The company is actively expanding its thermal power generation projects, with a nearly 1.3 GW installed capacity by the end of 2024 [2][3]. Summary by Sections Financial Performance - In 2024, the company reported a revenue of 9.113 billion yuan, a decrease of 13.31% year-on-year, and a net profit of 704 million yuan, down 4.98% [1][4]. - For Q1 2025, the revenue was 1.965 billion yuan, a decline of 32.25% year-on-year, with a net profit of 129 million yuan, down 30.77% [1][2]. Business Segments - The equipment manufacturing segment's revenue increased to 1.742 billion yuan in 2024, up 20.18% year-on-year, although the gross margin decreased by 6.74 percentage points to 10.23% [1][2]. - The engineering and services segment saw a significant revenue drop of 54.42% in 2024, totaling 1.985 billion yuan, while the gross margin improved by 4.57 percentage points to 17.38% [2]. Future Outlook - The company anticipates achieving a revenue of 10.5 billion yuan in 2025, with a total profit of 1.15 billion yuan [2][3]. - The company is focusing on hydrogen energy projects and flexible coal-fired power generation technology, which are expected to contribute positively to future earnings [3][4].

为了保障场景创新工作的顺利推进，郫都区同步发布了《助力郫都区场景创新建设，推动产业高质量发 展10条扶持政策》，从多个维度为企业提供强有力的政策支持。 近年来，郫都区始终坚持把增强科技创新能力摆在突出位置，强化政策支持、深化要素保障、优化营商 环境，促进科技创新的"关键变量"转化为高质量发展的"最大增量"，推动"双创基地"向"科创高地"跃 升。全区已聚集华为（西南）数字机器人创新中心、华为（四川）人工智能与智改数转创新推广中心等 市级以上研发机构和创新服务机构79个，为场景创新提供了坚实的技术支撑。 此次郫都区场景创新清单发布活动，通过精准的需求清单和有力的扶持政策，搭建起了产业创新的桥 梁，为区域经济的高质量发展奠定了坚实基础。未来，郫都区将持续深化场景创新工作，推动更多"创 新场景"转化为"产业实景"，在科技创新的道路上不断迈进，实现经济发展的新跨越。 企业端场景紧密围绕企业生产经营需求，助力企业降本增效和产业升级。德源街道东林村蒜稻基地蒜薹 机器人采摘研发场景针对传统蒜苔产业痛点，利用5G物联网和区块链溯源技术，大幅提升采摘效率和 产品品质；东方电气（成都）氢能科技有限公司的氢能生态场景，则是为打造氢能 ...

点击 关注 《中国氢能发展报告（2025）》 国题能发展报告 202 国题能发展报告 国复能发展报告 中国氢能发展报告 2025 国家能源局能源节约和科技装备司 网 能 复 创 科 技 有 限 责 任 公 司 O 编著 2025 202 人民日报出版社 人民日报出版社 人民日报出版社 人民日来出版社 国家能源局能源节约和科技装备司 ◎ 编 著 国 能 氢 创 科 技 有 限 责 任 公 司 国内外氢能发展形势 累计建成可再生能源 电解水制氢项目产能超 2024年新增可再生能源 电解水制氢项目产能超 万吨/年 万吨/年 ● 中国、欧洲新建成可再生能源电解水制氢项目产能占全球的63%和24% 2.氢能生产消费保持平稳增长, 可再生能源制氢项目加速投运 全球氢能生产消费规模约 1.05 Z吨/年 世界氢能发展 ● 韩国通过《税收特例限制法》修订方案,针对氢能等国家战略技术的综 合投资制定了15%~25%的税额抵免政策 国际可再生氢价格整体下降 4. 技术装备创新驱动示范应用, 高价值高载能场景加快探索 ● 氢能"制储输"方面 ● 美国建成15吨/天质子交换膜电解水规模化制氢和液氢工厂 ● 葡萄牙完成10%～20%掺 ...

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以市场规律为牵引 构建多元协同能源生态链 习近平总书记在民营企业座谈会上强调，新时代新征程民营经济发展前景广阔、大有可为。扎扎实实落实促进民营经济发展的 政策措施，是当前促进民营经济发展的工作重点。这一重要论述为新时代民营经济发展指明了方向。4月28日，《国家能源局关 于促进能源领域民营经济发展若干举措的通知》（以下简称《通知》）公开发布，引导民营经济在推进能源绿色低碳转型和建 设新型能源体系中做大做优做强。在加快构建新型能源体系的背景下，作为关乎国计民生的能源领域，必须充分释放民营经济 的创新活力与市场灵活性，形成国有经济与民营经济相互促进、共同发展的良好局面。《通知》遵循市场经济基本规律，促进 能源领域民营经济健康发展，为民营经济参与新型能源体系建设稳固市场根基、增强发展动能、激发市场活力提供坚实基础， 对于保障国家能源安全、推动能源结构优化升级、实现能源高质量发展具有重大战略意义。 一、稳基础：能源领域民营经济重要性凸显 我国能源行业基于计划经济体制演变而来。新中国成立以来，基本建立起包括煤炭、石油、天然气、电力、核能、可再生能源 等的多样化能源工业体系。在以打基础、搭架子、聚资源为主要特征的能源发展初 ...