产业观察 [table_Header]2026.01.28 国家能源局批准七项氢能行标 摘要： 请务必阅读正文之后的免责条款部分 1 of 7 产业研究中心 力鸿一号遥一飞行器亚轨道飞行任务圆满成功— —商业航天跟踪 29 期 2026.01.20 【具身智能产业动态】字节领投自变量 10 亿元 A 加加轮融资，智元拆分灵巧手业务成立"临界 点" 2026.01.20 [Table_Summary] 国家能源局：7 项氢能行标获国家能源局批准。2025 年 12 月 30 日，国家 能源局发布 2025 年第 7 号公告，国家能源局批准《分布式电源接入电力 系统承载力评估导则》等 353 项能源行业标准、《Technical Specification for Directional Drilling in Coal Mine》等 25 项能源行业标准外文 版、《液化石油气组成的测定 气相色谱法》等 2 项能源行业标准修改通 知单，现予以发布。其中氢能相关包括：质子交换膜燃料电池 膜电极边框 材料测试方法、固体氧化物燃料电池 热电联供系统 性能测试方法、加氢 站压力设备系统完整性评价方法、加氧站压力设备系统安 ...

近几年一直在向"氢"而行的北京，未来将如何进一步推进氢能应用落地，又如何进一步利用先进绿色能源技术推动产业发展转型？1月27日，在市十六届人 大四次会议期间，北京商报记者就这些问题对话了三位来自相关领域的北京市人大代表。 市人大代表、北京中创碳投科技有限公司董事长唐人虎： "加快建设国际绿色经济标杆城市，加强氢能、储能、节能环保等一批产业，运用先进技术推动传统产业绿色转型。"写入了2026年北京市政府工作报告。 数据显示，2021—2025年8月，北京累计推广燃料电池汽车5502辆，建成加氢站50座，并构建5条跨区域氢能廊道，服务于家具、商品车等物资运输。在2022 年北京冬奥会上，上千辆氢燃料汽车实现全球最大规模示范应用。 针对如何进一步扩大氢能的产业应用，张夕勇也提出持续推动发展的建议。"目前氢能应用还存在场景单一且规模化不足的问题。"张夕勇建议，可重点打造 零排放货运廊道，优化现有线路并规划新增跨区域通道。进一步拓展园区、港口等多元应用场景，扩大氢能车辆应用规模，并推动氢能车辆在装备制造、建 材等产业集群规模化替代，以场景扩容带动成本下降。 拓展场景之外，配套设施的建设同样是推广氢能应用的关键。张夕勇认 ...

在项目实施的全周期里，希倍优氢能团队严格对标国际工程管理规范，构建了覆盖方案设计、部件研发、系统集成、整机调试等全流程的质量保障体系。 尤其针对核心部件选材、电解槽组装、智能控制系统调试、集装箱集成等关键环节，实施全维度精细化管控，以精益求精的品质追求，确保定制化氢能装 备以稳定可靠的状态顺利启运南亚市场。 近日，希倍优氢能再传喜讯——为南亚客户量身打造的制氢系统，顺利完成生产、测试与验收全流程，核心装备及配套系统启程奔赴南亚市场投入使用！ 这一具有里程碑意义的交付，不仅意味着中国氢能装备首次成功登陆尼泊尔，为共建"一带一路"国家能源转型注入强劲新动力，更成为希倍优氢能拓展海 外市场的关键一步，充分彰显了其在国际氢能装备领域的技术实力与交付能力。 自项目签约以来，希倍优氢能便与尼泊尔Butwal Power Co Ltd.(BPC)深度协同，全力推进该国首个国家级绿氢示范工程落地。公司充分激活跨国项目运营 能力，强化中外技术对接与需求适配，以成熟的碱性电解水制氢技术与全链条服务，助力尼泊尔能源绿色转型进程。 02性能卓越，高效安全 性能卓越，高效安全：搭载希倍优氢能自主研发的碱性电解制氢核心技术，制氢纯度能达 ...

2026.01. 28 封图 | 停运的氢能公交车 林春挺 摄 在广东省佛山市南海区的街头，以环保著称的天蓝色氢能公交车往来穿梭。但在南海区丹灶汽车客运站停车 场内，却是另一幅场景。 近日，第一财经记者实地探访发现，20余辆氢能公交车整齐停放在草地上，每辆车的挡风玻璃上都醒目贴 着"氢气车够里程安排停驶，不能运营""临停车辆"等告示。车站工作人员告诉记者，这些车辆本身无故障、 可正常行驶，只因氢气价格偏高，运营得不偿失，只能暂时停运。 本文字数：2393，阅读时长大约4分钟 作者 | 第一财 经 林春挺 这是南海区目前停运的氢能公交车的一小部分，佛山也并非只有南海区出现氢能公交车停运的情况。 佛山的氢能公交车采购量较高于很多地方，这与当地对氢能产业的扶持有关。作为氢能产业示范推广的重点 项目，佛山自2018年起累计投运近千辆氢能公交车，总成本超10亿元。 全国已有多个城市上马了氢能源公交，但数量上佛山首屈一指。 记者发现，氢能公交车的采购价格和运行成本远高于普通电动公交车，即使算上政策性补贴，多数氢能公交 车的这两项实际成本仍要高于普通公交车。"氢气车够里程安排停驶"指向两个现实，一是这些车跑够了补贴 的达标 ...

"发展氢能产业，不仅能够有效降低我国油气对外依存度，保障能源安全，还能为'双碳'目标实现、打 造未来产业新经济增长点提供有力支撑。"郑南峰说，氢能还可转化为绿色液体燃料，为破解当前能源 困局提供了新的战略路径。 中化新网讯 1月26日，福建省政协十三届四次会议在福州开幕。福建省政协委员、中国科学院院士郑南 峰表示，基于福建发展氢能产业的诸多优势，将在本次会议上提交"支持平潭建设氢能零碳示范岛""高 质量建设具有福建特色的全国高校区域技术转移转化中心(福建)海洋氢能分中心"等提案，为氢能产业 发展建言献策。 郑南峰表示，在绿色转型浪潮下，大力发展氢能产业已成为我国推动能源结构深刻变革、培育发展新质 生产力、促进可持续发展的重大战略。 在郑南峰看来，福建发展氢能产业拥有诸多优势。福建坐拥台湾海峡"狭管效应"资源禀赋，加上厦门大 学、福州大学等高校院所的科研实力，以及福建能化集团等龙头企业的产业能力，形成了较完整的产学 研用体系。同时，在福建省委、省政府的高度重视和统筹推进下，福建氢能产业发展稳步推进，形成涵 盖交通、储能、工业等多元应用场景的产业体系。 ...

Core Viewpoint - Beijing aims to accelerate the construction of an international green economy benchmark city, focusing on hydrogen energy, energy storage, and environmental protection industries, leveraging advanced technologies for the green transformation of traditional industries [1] Group 1: Hydrogen Energy Development - The "14th Five-Year Plan" emphasizes advancing energy transformation and increasing the share of clean energy, with green hydrogen being a crucial pathway for large-scale renewable energy storage and cross-sector consumption [4] - Beijing should lead in energy transition by addressing the bottlenecks in green hydrogen consumption and exploring innovative applications such as blending hydrogen with natural gas [4][5] - Establishing a comprehensive safety management and technical standard system for the hydrogen supply chain is essential for scaling up hydrogen applications [4] Group 2: Application and Infrastructure - Hydrogen energy is recognized for its wide availability, high combustion value, and zero carbon emissions, making it a key player in the clean energy transition for transportation and industry [6] - From 2021 to August 2025, Beijing plans to promote 5,502 fuel cell vehicles and build 50 hydrogen refueling stations, creating five cross-regional hydrogen corridors [6] - Expanding hydrogen applications requires developing zero-emission freight corridors and optimizing existing routes while enhancing infrastructure like hydrogen refueling stations [7] Group 3: Industrial Integration and Cost Reduction - The establishment of integrated hydrogen production and refueling stations is crucial for demonstrating hydrogen energy applications in power generation and heating [8] - Utilizing by-product hydrogen from industries and renewable energy resources for large-scale hydrogen production can help reduce costs and promote the hydrogen industry [8][9] - Transitioning to liquid carriers like methanol and ammonia can alleviate storage and transportation challenges, thereby supporting the development of a diverse and stable low-carbon energy landscape [9]

Core Viewpoint - The "entrepreneur + scientist + investor" collaborative innovation model is highlighted as a key focus in the provincial government work report, aiming to enhance the integration of industry, academia, and research for economic growth and high-quality development [1] Group 1: Collaborative Innovation Model - The provincial government report inspires new ideas for implementing the "entrepreneur + scientist + investor" model over the next five years, emphasizing the need for a close connection between production, learning, research, and application [1] - The establishment of a specialized integrated circuit industry fund is proposed to address common challenges faced by technology enterprises, such as high investment costs and long cycles [2] - A market-oriented risk-sharing system is suggested to alleviate investment concerns, with government-led initiatives to establish or increase funding for industry guidance and technology transformation [2] Group 2: Role of Enterprises - Enterprises are seen as crucial in identifying industry pain points and market trends, effectively integrating technological and capital advantages to avoid mismatches between research and industry [3] - Data indicates that by 2025, the province aims for a 6.5% growth in industrial added value, with a significant increase in specialized and innovative enterprises, showcasing the upward trend in traditional industry advantages [3] Group 3: Policy Support and Ecosystem Optimization - There is a call for policy support to form cross-industry innovation alliances centered around leading enterprises, which can drive broader industrial development [4] - Incentives for small and medium-sized enterprises (SMEs) to engage in technological innovation are recommended, focusing on encouraging minor innovations to enhance their participation in collaborative ecosystems [5] - The establishment of a full-chain innovation model in the new energy sector is highlighted, addressing critical technological challenges and enhancing the overall innovation ecosystem [6]

Group 1: Core Development Strategy - Changping District is focusing on developing new productive forces and modern industrial clusters, aiming to create a world-class modern city led by science and education [1] - The district is constructing the G6 Innovation Corridor along the Jing-Zhang Expressway and the G45 Industrial Corridor along the Jing-Cheng Expressway, promoting the integration of central enterprises and various businesses [1] Group 2: Industrial Cluster Development - Changping District plans to implement a new round of leading industry action plans, focusing on "Artificial Intelligence+" and strengthening three trillion-level industrial clusters: pharmaceutical health, advanced energy, and advanced manufacturing [2] - The district aims to develop emerging industries such as beautiful health, medical devices, robotics, hydrogen energy, energy storage, and energy internet, targeting a revenue of over 10 billion yuan for the synthetic biology manufacturing industry this year [2] Group 3: Urban Quality and Infrastructure - The district is committed to enhancing urban quality and vitality through the integration of industry and city, ensuring the construction of key rail transit and main roads, and improving park road networks and municipal facilities [2] - Changping District is advancing the development of Changping New City and the urban renewal of Yong'an Ancient City, while implementing the third round of the "Huitian Action Plan" to promote 89 key projects [2] Group 4: Public Services and Community Development - The district will focus on 36 livelihood projects this year, enhancing public employment service capabilities and promoting the construction of quality housing, communities, and urban areas [3] - Changping District is advancing the construction of high-level comprehensive hospitals and optimizing services for children and the elderly through the "Changping Model" [3]

Group 1: Economic Development Initiatives - Daxing District aims to leverage the "14th Five-Year Plan" to enhance its role in the capital's development, focusing on industrial leadership and project-driven growth [1] - The district will target six key industries, including the air transport economy and biomedicine, and implement a "6+5+3" industrial development layout to accelerate new productivity [1] - Daxing plans to attract over 1,000 high-quality projects and establish at least 30,000 new business entities by 2026, fostering innovation and entrepreneurship [1] Group 2: Urban and Rural Development - Daxing will deepen the "central city + beautiful countryside + characteristic towns" urban-rural development pattern, aiming to build a high-quality modern plain city [2] - The district will promote the construction of garden cities and enhance the living environment, focusing on the development of specialty seedling industries and creating ideal living spaces [2] - Public service improvements will include the acceleration of hospital projects and the addition of 2,880 new school places, enhancing the overall quality of life for residents [2] Group 3: Integration and Collaboration - Daxing District will integrate into the Beijing-Tianjin-Hebei coordinated development and the modernization of the capital urban area, seizing opportunities for high-quality development [3] - The district is committed to showcasing greater contributions to the overall development of the capital, reflecting a strong determination to achieve a successful start to the "14th Five-Year Plan" [3]

一键按下，144个定日镜缓缓转动，阳光被集中反射到聚光反应塔，经过化学反应，氢气从水里分解出 来，像科幻电影中的场景。 水分解出氢气和氧气，是自然界最简单的化学反应，却催生出一条万亿级产值赛道。据中国氢能联盟预 计，到2050年，氢能源有望贡献全国终端能源需求的10%，创造超过10万亿元的总产值。 1月19日，四川省经济和信息化厅发布了四川省产业新赛道重点领域方向，包括25条重点产业新赛道， 在绿色氢能方面，攀枝花的氢能装备产业入选。在国家和区域氢能产业布局中，攀枝花锚定"建设氢能 产业示范城市"目标，试图在这条万亿级赛道中分得一块"蛋糕"。 普通人离氢能有多远 攀枝花光解水制氢项目。图据东影数字电影 氢能公交车在加氢站内。周翼摄 这块"蛋糕"经过细分，最终落到了普通人的日常生活中。 我与氢能相隔多远？ 1月19日上午8点左右，攀枝花东区，李女士来到凤凰小区公交站，4分钟后，一辆"熊猫头"的64路公交 车稳稳停在她面前。 李女士住在凤凰小区，要去客运中心旁上班，64路成了她的通勤车。"安静、平稳。"说到坐氢能公交车 的感受，她说，"还有一点，闻不到汽车尾气的臭味了。" 2022年11月，包括欣宇化工氯碱化工副 ...