中新社重庆4月14日电 (张旭)西部陆海新通道"氢走廊"渝黔桂贯通首发活动14日在陆海新通道重庆无水 港举行。 10辆氢能重卡搭载笔记本电脑、汽摩配件、低危化工品等货物，从活动现场发出，将经贵阳、南宁、钦 州港，送达越南、老挝、泰国、马来西亚等地。 （文章来源：中国新闻网） 活动现场，重庆电子口岸中心发布了"数字氢走廊"服务系统，广西、贵州、重庆三地的港口、物流企业 及氢能产业链企业共同成立"氢走廊"运营联盟、产业联盟。 下一步，西部陆海新通道"氢走廊"将着力构建"422"示范建设体系，形成区域、管理、运营、政策"四协 同"机制，打造"千辆级"氢能货车示范场景与"千亿级"氢能产业集群双千项目，创新搭建中国首个"氢车 管理+碳管理"双系统平台，并逐步拓展至通道沿线"13+2"省区市，形成更加完善的氢能物流网络，促进 交通、能源与产业深度融合。 据介绍，预计到2027年，西部陆海新通道"氢走廊"渝黔桂线路沿线将建设加氢站超40座，推广氢燃料电 池货车超1500辆，年碳减排量超20万吨。 重庆市人民政府口岸和物流办公室副主任向倩表示，将持续推动西部陆海新通道建设和氢能产业链发展 的深度融合，打造通道带物流、物流带经 ...

"碳"路前行，"氢"启绿色未来 前不久，南京浦口经济开发区企业海德氢能源科技(江苏)有限公司(以下简称"海德氢能")获得阿美风险 投资在亚太地区氢能领域的首次投资，并被阿美风险投资作为其在氢能板块的核心项目进行未来的投资 布局。在全球大力推进碳达峰与碳中和的征程中，海德氢能凭借其突破性创新成果，成就了此次中国科 技与沙特资源的"天作之合"。 这是海德氢能继中国石化之后获得的又一重要战略投资，彰显资本市场对海德氢能技术创新认可的同 时，也将这家年轻的氢能企业带到大众眼前。 产品创新，方形电解槽"出圈"海外 氢能是一种来源丰富、绿色低碳、应用广泛的二次能源。氢能产业链的上游为制氢，在多种制氢方式 中，通过太阳能、风力等可再生能源发电进行电解水制氢是规模潜力更大、更加清洁可持续的绿氢制取 方式。海德氢能正是面向各领域绿氢应用场景，提供绿氢制取和利用的综合解决方案。 电解槽是用于电解水制氢的主要设备，相较于市面上普遍的圆形设计，海德氢能从设计之初就考虑到高 效率和长期运行的需求，改圆为方，经过9000个小时的仿真验证、对比10种以上流场仿真设计，并通过 多种先进隔膜与电极材料试验，研发出了国内首块标准化方形制氢单片" ...

Core Viewpoint - Beijing's Economic and Information Technology Bureau has released a draft for the "Beijing Hydrogen Industry Standard System" to enhance the standardization and high-quality development of the hydrogen industry in Beijing by 2027 [1] Group 1: Standard System Overview - The standard system aims to establish a complete and unified set of standards that align with the development of Beijing's hydrogen industry, addressing issues of outdated and missing standards [1] - By 2027, the goal is to create a relatively complete standard system for the hydrogen industry, ensuring that key standards across the industry chain are interconnected [1] Group 2: Key Areas of Focus - The standard system emphasizes the urgent needs in safety, hydrogen storage and transportation, and large-scale development, focusing on promoting safe hydrogen applications, infrastructure construction, industrial vehicle applications, and energy management [1] - The hydrogen industry standard system includes five primary sub-systems: fundamentals and safety, hydrogen production, hydrogen storage and transportation, hydrogen refueling, and hydrogen applications, with each sub-system having defined construction content and key tasks [1] Group 3: Specific Standards Development - In hydrogen production, the system will regulate various hydrogen production technologies and develop national and industry standards for water electrolysis equipment and other urgent market needs [2] - For hydrogen storage and transportation, the focus will be on high-pressure gas hydrogen, liquid hydrogen, and solid-state storage, with participation in the development of standards for storage containers and pipelines [2] - In hydrogen refueling, the system will standardize refueling station equipment and management, prioritizing the development of standards for liquid hydrogen refueling stations and related core equipment [2] - In hydrogen applications, the emphasis will be on developing standards for fuel cell systems, hydrogen internal combustion engines, and safety testing, particularly in areas lacking national standards [2]

| | | 机构扎堆关注的氢能源概念股 | | | | --- | --- | --- | --- | --- | | 代码 | 简称 | A股市值 (亿元) | 较2024年以来 高点回撤(%) | 每股收益 预测机构 | | | | | | 家数 | | 002648 | 卫星化学 | 561.22 | -28.16 | 37 | | 686009 | 宝丰能源 | 1135.20 | -18.83 | 31 | | 600066 | 宇通客车 | 558.36 | -14.07 | 28 | | 000338 | 潍柴动力 | 1036.52 | -15.90 | 25 | | 300580 | 贝斯特 | 125.04 | -36.28 | 24 | | 600104 | 上汽集团 | 1742.08 | -29.34 | 22 | | 601012 | 降基绿能 | 1138.98 | -33.54 | 16 | | 600256 | 广汇能源 | 365.71 | -34.24 | 13 | | 601965 | 中国汽研 | 181.80 | -16.10 | 13 | | 002158 | 汉 ...

穗恒运A公告，公司以总投资不超过3.53亿元建设广州国际氢能产业园制氢项目，并成立全资子公司广 州恒运氢能科技有限公司(暂定名)。项目规划用地4.41公顷，总投资3.53亿元，其中工程总静态投资3.45 亿元。项目建设内容包括甲醇制氢工程和氢能产业创新中心工程两大板块。项目公司注册资本1.3亿 元，首期注册资本6000万元，后续根据项目建设进度分期实缴。 ...

Key Points - The article discusses various government-led investment funds established across different regions in China, focusing on strategic emerging industries and technological innovation [5][6][8][10][12][14][15][19][20][21]. Group 1: Government Guidance Funds - Hefei plans to establish a 10 billion yuan future industry fund to support the development of the intelligent robotics industry, with an additional 2 billion yuan allocated for public service platforms over three years [5]. - The Zhongguancun War New Fund, with a scale of 10 billion yuan, was launched to focus on strategic emerging industries and support hard technology enterprises [5]. - Chongqing's first S mother fund aims for a target scale of 3.6 billion yuan, focusing on strategic emerging industries and optimizing private equity investment exit mechanisms [6][7]. - Tianjin's state-owned industry development mother fund is set to reach approximately 6 billion yuan, supporting major strategic projects and optimizing state-owned enterprise structures [8]. Group 2: New Investment Funds - The first QFLP fund in Anhui has been established with a total scale of 300 million yuan, focusing on cross-border investment in key projects [8]. - Shenzhen's Longgang District has set up a 2 billion yuan district-level government-guided merger fund, targeting new generation information technology and strategic emerging industries [8]. - The Linyi City Carbon Neutral Industry Investment Fund is recruiting sub-fund management institutions, focusing on new energy and advanced manufacturing [9]. - The Zhengzhou Airport New Emerging Industry Development Fund has completed registration with a total scale of 5 billion yuan, focusing on equity investment and asset management [10]. Group 3: Industry-Specific Funds - The Shanghai Jing'an District has established a beauty industry investment fund with a total scale of 2 billion yuan, focusing on innovative brands in the beauty sector [11]. - Ningbo is planning to set up two new funds, one for the intelligent IoT industry with a scale of 300 million yuan and another for new display technology with a scale of 150 million yuan [11]. - The Jiangsu Province Strategic Emerging Industry Mother Fund is collaborating with Yancheng to establish a 2 billion yuan green low-carbon industry fund [12]. - The Guizhou Qianli Biopharmaceutical Venture Capital Fund has been established with a total scale of 500 million yuan, focusing on the biopharmaceutical industry [19]. Group 4: Corporate Participation in Funds - Companies like BoRui Pharmaceutical and ZhiTe New Materials are participating in various investment funds, focusing on early-stage projects in the pharmaceutical and new materials sectors [19][20]. - The establishment of the Guangzhou Tianze Aorong Equity Investment Fund, with a total scale of 500 million yuan, aims to invest in technology innovation [20]. - The Zhejiang Dongfang Group's subsidiary has registered a digital economy-focused investment fund with a scale of 200 million yuan [21].

以下文章来源于LP波谱 ，作者杨博宇 LP波谱 . 本账号专注LP市场报道。"波浪、谱系"是识别市场的维度，也是定义市场的坐标；此外，波谱（Pop Art）也意为放低意义与史诗的执念，认同商业的日常 之美。 将投中网设为"星标⭐"，第一时间收获最新推送 聚焦LP出资、新基金、GP招募，捕捉LP圈一周商业情报。 作者丨 杨博宇 来源丨 LP波谱 知名投资人朱啸虎在上周宣称已经退出多家人形机器人公司，并直言这一赛道已经孕育大量泡沫，并且商业化迟迟不见明朗。不过，合肥最近给出了不 同意见——不仅计划设立 100 亿元的未来产业基金，还将投资标的瞄准了机器人赛道。 在本周 LP 圈的各大动态中，合肥发布的产业投资战略格外引人注目，它将设立 100 亿未来产业基金，其中第一大投资方向是机器人。不仅如此，在 当天的发布现场，合肥市各县区、科大硅谷重点机器人项目也集中签约，总签约金额超 65 亿。 与此同时，合肥联合产业方发起成立智能机器人产业生态联盟。华为、科大讯飞、江淮汽车、联想集团、阳光电源、中科星驰、埃夫特、江淮中心、乐 聚机器人、聆动通用、中科深谷、众擎机器人、敬科机器人、零次方等企业都将参与其中。 可见，正如当 ...

Core Viewpoint - China Energy Construction Group (China Energy) has successfully signed the first green electricity hydrogen ammonia project in Indonesia, marking the first implementation of its independently developed green hydrogen technology in Southeast Asia [1][2]. Group 1: Project Overview - The project is located on Batam Island, Indonesia, and includes a 240 MW photovoltaic power generation system on land and water [2]. - The planned production capacity is 37,500 tons of green synthetic ammonia annually [2]. - The produced green synthetic ammonia will primarily supply the Singapore market [2]. Group 2: Strategic Significance - China Energy is a core player in the development of China's hydrogen energy industry, actively promoting green hydrogen projects both domestically and internationally [2]. - The company is advancing 24 large-scale green hydrogen ammonia projects in China, with a total investment exceeding 300 billion yuan [2]. - Internationally, China Energy has established partnerships with countries such as Saudi Arabia, Egypt, and Malaysia [2]. Group 3: Important Milestones - In April 2023, China Energy signed a cooperation memorandum for a green hydrogen project in southern Morocco with companies from Saudi Arabia and Morocco [2]. - In October 2023, a $6.75 billion agreement was signed with the Suez Canal Economic Zone in Egypt, planning an annual production of 1.2 million tons of green ammonia and 210,000 tons of green hydrogen [2]. - In March 2024, a framework agreement for a 200 MW integrated green hydrogen project in Terengganu, Malaysia, was successfully signed [2].

Core Insights - Lanzhou Lanshi Heavy Equipment Co., Ltd. showcased a comprehensive hydrogen energy equipment solution at the 2025 China International Hydrogen Energy and Fuel Cell Industry Exhibition [1] - The company presented a green hydrogen production solution utilizing biomass (household waste) through low-temperature carbonization and gasification, promoting the recycling of biomass resources [1] Group 1 - The solution involves carbonization and incineration processes to address environmental issues related to traditional landfill waste disposal, with the resulting carbon powder being used as a partial substitute for coal in cement production [1] - The approach allows for distributed carbon production and centralized hydrogen and methanol production, effectively reducing raw material costs and overcoming the low efficiency of direct biomass gasification [2] Group 2 - The current imbalance in hydrogen supply and demand in China, along with hydrogen supply and pricing issues, are critical challenges for the sustainable development of the hydrogen energy industry [2] - Lanzhou Lanshi has accelerated its integrated hydrogen energy "production, storage, transportation, utilization" strategy, proposing a new model of "distributed carbon production and centralized gasification for hydrogen" to address transportation and pre-treatment cost challenges [2] - The company has successfully applied this solution in multiple demonstration projects, showcasing various hydrogen storage containers and fuel cell systems at the exhibition [2]

涉及保障能源安全稳定供应的项目涵盖核电、煤电、电网、油气4个领域，总投资2181亿元，年度 计划投资282亿元。聚焦积极安全有序发展核电，加快徐大堡核电4台机组建设，积极推进庄河核电前期 工作。发挥煤电兜底保障作用，加快国电电力普兰店热电等项目建设，全力推动沈西热电厂扩建等项目 年内开工。全力加快电网建设，推进铁岭、辽西—辽中断面加强等500千伏输变电工程建设，为加快构 建新型电力系统奠定基础。完善油气基础设施，加快建设中石油渤海湾盆地油气稳产、中交营口LNG 接收站等项目，大力推动盘锦—赤峰联络线等项目前期工作。 省发展改革委（省能源局）相关负责人表示，下一步，将坚决扛牢维护国家能源安全政治责任，全 力以赴抓工作调度、投资强度、项目进度，力争更多项目早建成、早投产、早达效。紧跟国家政策取 向、支持方向和资金投向，按照"建设一批、开工一批、储备一批、谋划一批"模式，再谋划申报一批投 资体量大、质量效益高的重点能源项目。同时，科学把握项目开发时度效，合理安排建设节奏。坚持要 素跟着项目走，对重点项目，优先配置资金、土地、环境容量、能耗指标等要素资源，为项目建设提供 全过程服务。 能源项目是推动能源高质量发展的重 ...