"在全球加速推进碳中和战略的大背景下，氢能以其来源丰富、绿色低碳等特征，在交通运输和工业生 产等领域的低碳转型进程中展现出巨大应用潜力。特别是在交通领域，氢燃料电池汽车是道路交通运输 系统低碳化、零碳化发展的有力支撑，尤其在中重型商用车领域具备广阔的应用前景。"张进华说。 这些氢燃料电池技术不断突破，为氢能车辆商用化应用提供了核心技术支撑。"我国燃料电池产品正在 稳步发展中，国内氢燃料电池电堆和系统技术达到国际先进水平，新一代高比功率、长寿命、低成本的 电堆开始进入市场；氢燃料电池发动机最高效率处于国际领先水平，高功率密度高效率燃料电池发动机 技术成为主流；膜电极和基础材料进步显著，高活性高稳定性耐高温的膜电极开始得到突破。"欧阳明 高表示。 应用场景不断拓展 "过去的5年，是我国燃料电池技术出现重大突破的5年，燃料电池整体技术水平已从'跟跑'提升为'并 跑'，产业链逐步发展并实现自主可控。"中国科学院院士、国际氢能燃料电池协会理事长欧阳明高在近 日举行的2025国际氢能与燃料电池汽车大会暨展览会上表示。 技术创新取得突破 展览会现场，广汽集团携全球首款氢混乘用车广汽传祺E9氢混版及高性能燃料电池电堆等新技术 ...

Group 1: Green Development Initiatives - Jinan is advancing the construction of a green, low-carbon, high-quality development pilot area, with significant progress in the new and old kinetic energy conversion zone [1] - The city has organized over 20 construction material companies to conduct clean production audits, achieving a reduction of nitrogen oxides by 15.8% and greenhouse gases by 18.6% [1] - Key enterprises are enhancing their clean production levels, with Jinan Dali Food replacing gas boilers with green steam and Jinan BYD achieving environmental performance standards [1] Group 2: Energy Transition - The region is focusing on energy transition by developing a low-carbon, efficient energy system, with a photovoltaic installed capacity reaching 37.1 MW, reducing greenhouse gas emissions by 35,000 tons annually [2] - The "Hydrogen into Thousands of Homes" demonstration project has deployed 40 hydrogen heavy trucks and 16 hydrogen sanitation vehicles, contributing to a reduction of 2,600 tons of greenhouse gases each year [2] - Shallow geothermal energy systems are being developed, with annual greenhouse gas reductions of 3,800 tons from the operation of innovative centers [2] Group 3: Green Building Development - Policies have been established to promote green building design and new construction technologies, requiring new buildings to meet at least two-star green building standards [2] - Approximately 14 million square meters of green buildings are currently under construction, with 78% being high-star-rated green buildings [2] - The International Standard Industrial Park's zero-carbon smart operation center has won a global award and is expected to generate 950,000 kWh annually [2] Group 4: Green Low-Carbon Industry - The city is actively developing the new energy vehicle industry, with Jinan BYD's products reaching numerous households [3] - The photovoltaic battery industry is expanding, with the launch of a 10 GW high-efficiency solar cell production line by Aishuo and a pilot production line for perovskite solar cells [3] - The hydrogen energy sector is also growing, with Jinan Green Energy Hydrogen Company producing fuel cells that are operational in remote locations [3]

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 "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 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 3、氢储运&加氢站行业动态 4、燃料电池行业动态 示 例 2.1 绿氢项目动态 2.2 绿醇项目动态 2.3 SAF项目动态 4.1 燃料电池系统及配套情况 4.2 燃料电池系统订单详情 4.3 燃料电池行业发展趋势分析 绿氢项目及下游消纳动态 TrendBank 碧 裙 国内项目达788个 ...

"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（银川）长时储能产业大会（7月14日-15日，宁夏·银川） 点此报名 重要会议： 2025势银绿氢产业大会（8月27-28日，江苏·无锡） 点此报名 添加文末微信，加 绿氢 群 7月10日，青骐骥为中石油玉门油田可再生能源制氢示范项目 新增的 2台1000Nm³/h电解槽 设备与 2024年已长期运行的2台1000Nm³/h电解槽成功构建"4对1"制氢系统，目前系统 已 完成调试并成功投运 。值得关注的是，本次新增电解槽采用青骐骥最新研发成果，在制氢能 耗、衰减率等关键性能指标上刷新行业纪录， 电解槽能效能效创行业新标杆 。 应用于中石油玉门油田项目的青骐骥新一代电解槽，在延续前一代产品性能优势基础上，重点 在直流能耗与性能衰减率上实现进一步提升。更低的能耗与衰减率意味着更高的制氢效率、更 低的制氢成本和更可靠的项目可行性。 通过国际第三方权威认证机构 BV公司及业主在中石油玉门油田项目现场共同见证， 2025年青 ...

一、美日贸易战撕开盟友虚伪面纱，日本经济濒临 "跌落 50 年" 深渊 美国对日本汽车零部件加征的 25% 关税正式生效，这场持续半年的贸易战已让日本损失超百亿美元。日立建机等企业利润暴跌 300 亿日 元，野村研究所测算显示日本 GDP 将因此下降 0.59%，央行被迫将全年经济增长率预期下调至 0.5%。 中方对此回应审慎而务实：王毅外长强调，正确认识历史是中日关系的 "道义之问"，中方愿在日本切实履行承诺的基础上，推动双方在 绿色能源、大健康等领域的合作。值得注意的是，会谈前中方已解禁日本部分地区水产品进口，这一 "以行动促信任" 的举措，被外界视 为中日关系解冻的重要信号。 三、历史伤疤未愈：从靖国神社到教科书，日本 "反华政治正确" 如何绑架民意？ 尽管日本政府作出承诺，但国内政治生态却呈现撕裂状态。小泉纯一郎、安倍晋三、岸田文雄等前首相长期推动的 "反华叙事"，已使 "反华就是政治正确" 渗透到日本社会各层面。2025 年防卫省《防卫白皮书》草案宣称中国是 "最大战略挑战"，并计划将防卫预算提升 至 GDP 的 2%，这种 "安全上反华、经济上依赖中国" 的矛盾，暴露出日本政客的投机心态。 更值得 ...

Group 1 - The China International Fair for Trade in Services (CIFTIS) is the largest comprehensive exhibition in the global service trade sector, serving as an important platform for China's expansion and cooperation in service trade [8] - The event highlights Beijing's commitment to high-quality development, showcasing significant achievements in consolidating advanced industries, building a global digital economy benchmark city, and deepening reforms and opening up [5] - The Beijing Stock Exchange is the first company-based securities exchange in China, playing a crucial role in implementing national innovation-driven development strategies and supporting the high-quality development of the capital's economy [26] Group 2 - The Beijing High-Level Autonomous Driving Demonstration Zone Innovation Operation Center showcases the integration of smart city infrastructure and intelligent connected vehicles, promoting the "Beijing experience" in autonomous driving [15] - Xiaomi's Super Factory is a large modern automobile production base focused on the new energy sector, featuring advanced automation with over 700 robots for high-quality delivery [22] - The Daxing International Hydrogen Energy Demonstration Zone is the first national-level demonstration area centered on the hydrogen energy industry, highlighting China's rapid development in this emerging sector [17]

根据美国财政部发布的最终规则，45V税收抵免政策要求氢气生产的生命周期温室气体排放低于4千克 二氧化碳当量/千克，并鼓励使用可再生能源发电、核电等低排放电源。雪佛龙项目若采用电解水制氢 技术，并配套建设可再生能源发电设施，将有望获得最高额度的税收抵免。此外，项目还需满足"现行 工资和学徒制"要求，以确保清洁能源工作的高薪属性。 德克萨斯州政府也在积极推动能源转型，通过政策文件明确提出要大力发展氢能、风电、光伏等可再生 能源，优化能源供给结构。雪佛龙项目的落地，不仅符合德州能源转型的战略方向，也将为当地经济发 展注入新动力。 值得注意的是，若项目能按计划在2027年开工，其建设周期将完美契合美国《通胀削减法案》中45V清 洁氢生产税收抵免政策的关键时间节点，该政策设定的最高3美元/公斤的税收抵免优惠将于2028年1月1 日到期，而雪佛龙项目的建设进度安排恰好可确保其满足这一政策窗口期。 HyVelocity Hub作为美国能源部重点扶持的氢能中心之一，已获得约12亿美元联邦资助，旨在利用德克 萨斯州和路易斯安那州西南部现有的氢气生产和终端使用资产，推动清洁氢气的规模化应用。雪佛龙作 为该项目核心合作伙伴，将与埃 ...

主席四提氢能，产业景气支撑底部布局 20250710 摘要 国家政策大力推动氢能产业发展，能源局发布报告明确发展定位，并通 过试点推动商业模式成熟，从资金和商业模式上全方位支持氢能行业。 氢能行业基本面积极，可再生能源制氢产能已达 11 万吨，但汽车数量 仍有缺口，下半年预计将加速发展。上游绿氢项目备案产能达 760 万吨， 开工率约 31%，电解槽价格大幅下降至 500 万元左右，有利于绿氢项 目实现平价。 氢能发展的关键在于拓展下游应用场景，绿醇绿氨和车端最具潜力，海 外市场因政策需求和碳税价格可能率先突破，通过出口绿醇绿氨是重要 发展方向。 2025 年 10 月即将通过的项目将显著增加船舶量级，直接带动绿色船舶 燃料需求。绿醇在全生命周期碳排放强度上优势明显，已有大量甲醇燃 料新船订单，带动甲醇消耗量和绿氢需求。 汽车端氢能政策不断加码，城市群扩容，补贴资金回笼，地方政府推出 氢能高速过路费减免政策，降低长途运输成本，汽车放量推动确定性较 高。 氢能未来发展的关键在于寻找下游应用场景能够接受绿氢相对较高的价格。目 前最具突破潜力的两个应用场景是绿醇绿氨和车端。其中，海外市场由于强烈 的政策需求和较高碳 ...

Group 1 - Suzhou Seagull Flying Car Co., Ltd. successfully launched a heavy-duty intelligent firefighting drone capable of carrying various firefighting equipment and agents for complex terrain and environments [1] - Suzhou Dingxin Optoelectronics Technology Co., Ltd. developed high-performance optical chips that have broken foreign technology barriers, achieving top international standards in modulation rate and power consumption [1] - Suzhou Bozhong Instrument Technology Co., Ltd. introduced the first domestically produced commercial 200 kV field emission transmission electron microscope, capable of achieving million-fold image magnification and directly distinguishing the lattice structure of most materials [1] Group 2 - Wujiang has over 1,600 high-tech enterprises, with nearly 40% of them being led by entrepreneurial talents, driving regional high-quality development [1] - Wujiang is home to more than 100,000 private enterprises, including 2 Fortune Global 500 companies and 4 Chinese Fortune 500 companies, forming four trillion-level industrial clusters: electronic information, high-end textiles, equipment manufacturing, and new materials [2] - The collaboration between Hengtong Group and Leju Robotics aims to explore the large-scale application of humanoid robots in industrial settings, enhancing the intelligent and collaborative development of humanoid robot training [2][3] Group 3 - Wujiang has become a preferred location for innovation and entrepreneurship due to its robust private economy and industrial foundation, providing ample opportunities for talent and enterprises [2] - The establishment of Jiangsu's first humanoid robot production line in Wujiang is expected to produce 200 humanoid robots annually, supported by a newly opened intelligent robot training center [3] - Wujiang has implemented a series of talent system innovations, including mutual recognition of vocational qualifications and joint evaluation of professional titles, to create a better development environment for talent [3] Group 4 - Wujiang's talent support policies have been enhanced, including nine "hardcore" measures focused on youth talent needs, such as job interview subsidies and housing subsidies [5] - The "Talent AI Advisor" in Wujiang provides 24-hour online services, offering customized solutions for talent employment and entrepreneurship, having already assisted 447 enterprises [6] - Wujiang plans to attract three globally influential top talents (teams) and over 500 leading talents (major innovation teams) in the next three years to continuously enhance development momentum and economic vitality [6]

Market Overview - The A-share market experienced a steady upward trend, with the Shanghai Composite Index reaching a new high of 3526.59 points since October 9, 2024, closing at 3509.68 points, marking a 0.48% increase [1] - The total market turnover was approximately 1.52 trillion yuan, with over 2900 stocks rising [1] Real Estate Sector - The real estate sector saw a collective surge, with a 3.21% increase, leading all industry sectors for the day, and 87 out of 91 constituent stocks rising [2] - Notable stocks such as 华夏幸福, 南山控股, and others hit the daily limit up, indicating a strong recovery in the previously dormant real estate market [2] - The Ministry of Housing and Urban-Rural Development emphasized the importance of stabilizing and promoting healthy development in the real estate market, advocating for tailored policies to enhance effectiveness [2] Debt Restructuring in Real Estate - There has been a noticeable acceleration in debt restructuring among real estate companies, with over ten firms, including 融创 and 富力, receiving approval for restructuring [3] - The restructuring efforts aim to alleviate short-term cash flow pressures, although long-term debt repayment remains a concern if operational cash flow does not improve [3] Financial Sector Performance - Major banks, including 工商银行 and 建设银行, reached historical highs, contributing to the Shanghai Composite Index's performance [5] - The securities sector also showed strong performance, with 中银证券 hitting the daily limit up and an overall increase of 1.44% in the sector [6] - Analysts noted that the economic recovery expectations have eased concerns over bank asset quality, with a positive outlook for high-dividend stocks [6] Hydrogen Energy Sector - The hydrogen energy sector experienced a sudden surge, with stocks like 美锦能源 and 京城股份 hitting the daily limit up, influenced by a significant rise in the US hydrogen sector [7] - The hydrogen energy index has increased over 100% since April, indicating strong market interest [7] - Analysts expect further policy support for the hydrogen industry, particularly in 2025, which may catalyze commercial progress and project implementation [8]