"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 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 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 4.3 燃料电池行业发展趋势分析 示 例 电解水制氢行业动态 国家政策 万亿级国家创业投资 基金投向氢能等前沿 Ship ...

Core Viewpoint - The Hydrogen Energy Group is showcasing its commitment to the hydrogen energy industry by launching the world's first 260-ton hydrogen mining truck and emphasizing its full value chain strategy in hydrogen production and application [1][4][15]. Group 1: Hydrogen Mining Truck Launch - The world's first 260-ton hydrogen mining truck was unveiled at the International Hydrogen and Fuel Cell Vehicle Conference in Shanghai, highlighting the company's innovation in zero-carbon technology for mining [1][4]. - The mining truck features a length of 14.748 meters, width of 9.106 meters, and height of 7.439 meters, with a total height exceeding two stories and an area of over 134 square meters [5]. - The truck is equipped with a hybrid power system and can achieve a maximum speed of 56 km/h and a climbing ability of 17% [7]. Group 2: Environmental Impact and Cost Savings - The hydrogen mining truck can carry 118 cubic meters of ore, equivalent to the capacity of 30 family cars, and is expected to reduce carbon emissions by over 3,000 tons annually while saving over a million in fuel costs over its 15-year lifespan [9]. - The truck utilizes 70 MPa hydrogen technology and rapid refueling capabilities, allowing for a range of over 120 kilometers and ensuring operational efficiency above 90% [7][9]. Group 3: Hydrogen Fuel Cell Technology in Shipping - The Hydrogen Energy Group is also advancing hydrogen fuel cell technology for shipping, launching the TK300CS marine fuel cell system with a power output of 600 kW, aimed at enhancing the efficiency of 2,000-ton vessels [10][12]. - The marine fuel cell system features adaptive hydrogen circulation technology and a modular design that reduces pipeline layout by 40%, promoting both aesthetic and cost-effective engineering [12]. Group 4: Strategic Focus and Industry Leadership - The company is committed to a full industry chain approach, focusing on hydrogen production, electrolysis, and high-power fuel cells, while increasing investment in technological research and development [13][15]. - The Hydrogen Energy Group aims to lead the global hydrogen revolution by integrating various aspects of the hydrogen supply chain, including production, storage, transportation, and application [15][17].

"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 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 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 2.1 绿氢项目动态 2.2 绿醇项目动态 2.3 SAF项目动态 3、氢储运&加氢站行业动态 4、燃料电池行业动态 4. ...

Core Viewpoint - Hunan Province has issued the "Three-Year Action Plan for Hydrogen Energy Industry Development," aiming to establish a distinctive hydrogen energy industry system by 2027, focusing on key materials and equipment for hydrogen production, storage, transportation, and application [1][2]. Group 1: Goals and Objectives - By 2027, Hunan aims to achieve breakthroughs in key materials and equipment across the entire hydrogen energy chain, with large-scale applications in transportation, hydrogen storage, hydrogen metallurgy, and hydrogen chemical industries [1]. - The development framework includes "one port, two corridors, and multiple application demonstration areas," establishing a preliminary hydrogen energy industrial cluster [1]. Group 2: Implementation Strategies - The action plan outlines four major projects: 1. **Innovation Capability Enhancement Project**: Focus on core technology breakthroughs, including clean and efficient industrial by-product hydrogen purification and large-scale hydrogen production technologies [2]. 2. **Application Scenario Demonstration Project**: Promote large-scale hydrogen energy applications in engineering machinery and explore new models combining renewable energy with hydrogen storage [2]. 3. **Industrial Cluster Development Project**: Concentrate on hydrogen energy equipment and materials to create industrial clusters and lead enterprises in hydrogen energy applications [2]. 4. **Ecosystem Optimization Project**: Includes measures for innovative management, infrastructure improvement, standard development, and talent cultivation [3].

Core Points - Chengdu is attracting global investors with its high-level openness and commitment to international cooperation [1][3][12] - The city has hosted several significant international events, enhancing its global influence and appeal [3][10][12] - Chengdu's international aviation hub is expanding, with passenger throughput expected to exceed 100 million by 2027 [13] - The city has signed numerous investment cooperation projects, with significant financial commitments made during the recent global investment conference [6][10][18] Group 1: Investment Opportunities - The 2025 "Invest Chengdu" global investment conference resulted in 16 cooperation projects with a total signed amount of 82.53 billion yuan [6] - The second "Belt and Road" technology exchange conference led to 28 bilateral government technology cooperation agreements [8] - The 20th China Western International Expo attracted over 3,000 enterprises, resulting in 416 signed investment projects worth 354.3 billion yuan [10] Group 2: Infrastructure and Connectivity - Chengdu's international air hub has seen passenger throughput surpassing 87 million and cargo throughput exceeding 1 million tons [13] - The city has established over 73 international direct flights connecting to five continents, with a projection of 1 million passengers by 2027 [13] - Chengdu's international freight trains connect to 120 cities abroad and 30 cities domestically, facilitating a robust logistics network [13] Group 3: Business Environment - Chengdu is implementing policies to optimize the business environment for foreign investment, including measures to encourage the establishment of foreign R&D centers [18] - The city has attracted over 5,000 foreign enterprises, with foreign direct investment reaching 1.671 billion USD in 2024, ranking first in Central and Western China [14] - Global companies express confidence in Chengdu's strategic opportunities and favorable industrial ecosystem [20][21]

Group 1 - The core viewpoint of the article is the release of the "Medium and Long-term Planning for the Innovation and Development of the Hydrogen Energy Industry in Fujian Province (2025-2035)" by the Fujian Provincial Development and Reform Commission, which aims to promote the hydrogen energy industry through various strategies including investment and support for small and medium-sized enterprises [1] - Hydrogen energy is recognized globally as a crucial component of future energy systems, with China's hydrogen production capacity expected to exceed 50 million tons per year by the end of 2024, reflecting a year-on-year growth of approximately 1.6% [1] - The report indicates that China is becoming a leader in the renewable energy hydrogen production industry, with over 600 planned renewable energy electrolysis hydrogen projects, of which more than 90 have been completed, contributing to a total capacity of about 125,000 tons per year, accounting for 51% of global capacity [1] Group 2 - As of mid-June, there are 3,742 existing hydrogen-related enterprises in China, with a significant increase in registration over the past decade, peaking in 2021 with 684 new registrations, a year-on-year increase of 40.16% [2][3] - In 2024, the registration volume is expected to reach 616, with 230 new hydrogen-related enterprises registered so far this year, primarily concentrated in new first-tier and second-tier cities, accounting for 26.58% and 18.92% respectively [4] - Over 30% of existing hydrogen-related enterprises are located in the East China region, which accounts for 34.21% of the total, followed by North China and South China at 20.82% and 16.46% respectively [5]

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 [9]. Group 1: Industry Dynamics - The National Development and Reform Commission is establishing a "carrier-level" national venture capital guidance fund, expected to attract nearly 1 trillion yuan in local and social capital, focusing on cutting-edge fields including hydrogen energy [7]. - Australia announced an investment of 750 million AUD (approximately 474 million USD) to support green mining and processing technologies, particularly hydrogen-based iron reduction technology [8]. - The hydrogen energy industry standards are gradually improving, with the National Energy Administration releasing a guideline for the 2025 energy industry standards plan, which includes hydrogen production, storage, transportation, and fuel cell applications [9]. Group 2: Green Hydrogen Projects and Market Trends - As of Q1 2025, there are 788 domestic green hydrogen projects, with the scale of electrolyzer public bidding increasing over 58 times compared to the same period last year [10]. - The total public bidding scale for electrolyzers in Q1 2025 reached 482.83 MW, indicating significant growth in project demand [11]. - The top three companies in fuel cell installation capacity in Q1 2025 are Dongfang Hydrogen Energy, Rongcheng Hydrogen Yang, and Guohydrogen Technology, with a market concentration of 74% [13].

添加文末微信，加 燃料电池 群 "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 由中国汽车工程学会和国际氢能燃料电池协会共同主办的2025国际氢能与燃料电池汽 车大会暨展览会（FCVC 2025），于6月18日在上海汽车会展中心正式开幕。 ▲发布会现场 作为全球领先的清洁绿色能源开发利用服务商，东德实业以" 高效散热，智驱未来 "为主题，携氢能产业链前沿技 术及解决方案亮相该展会，展品涵盖 超级-高压风扇 、氢气供应系统（氢气循环泵、氢气共轨系统）、空气供应 系统（空压机）等氢能核心装备。创新性的产品吸引了众多来自国内外氢能专家和观众的参观交流，以及行业媒 体的关注采访。 东德重磅推出全新产品 " 超级 - 高压风扇 " 高效散热 智驱未来 针对市场日益凸显的散热效率问题，高负荷散热系统、简化高压电气架构、降低空间占用 ...

Core Insights - The 2025 International Hydrogen and Fuel Cell Vehicle Conference and Exhibition (FCVC) was held in Shanghai, focusing on the opportunities in hydrogen energy and fuel cell vehicles [1] - Hydrogen energy is seen as a crucial element in achieving carbon neutrality, particularly in the transportation and industrial sectors, with significant potential for fuel cell vehicles, especially in heavy-duty commercial vehicles [3][5] - The Chinese government is providing a favorable policy and market environment for the hydrogen and fuel cell vehicle industry, which is expected to grow significantly in the coming years [4] Industry Developments - The hydrogen fuel cell vehicle industry in China is transitioning from demonstration applications to large-scale development, facing challenges such as small industry scale and insufficient economic viability [7] - The Chinese fuel cell vehicle market has the highest number of commercial vehicles globally, with a rapidly maturing supply chain and technology capabilities [5] - The upcoming years are predicted to see a significant increase in renewable energy generation, with hydrogen energy playing a vital role in this transition [5] Technological Innovations - Innovations in high-power products are advancing rapidly, with successful commercial operations in various applications such as port logistics and industrial areas [8] - The exhibition showcased nearly 300 companies presenting cutting-edge technologies and products across the hydrogen energy and fuel cell vehicle industry, covering a wide range of new hydrogen-powered products [8] Policy and Collaboration - There is a call for enhanced top-level design and timely policy support to avoid gaps in hydrogen energy and fuel cell vehicle industry development [7] - International cooperation and standardization are essential for overcoming barriers to large-scale hydrogen energy application [6]

图 | 21 01 | 81 2025年6月18日 星期三 ▲ 近日，位于山东烟台的国内首个桩基固定式海上光伏 项目——中广核招远40万千瓦海上光伏项目全容量并网 发电。王晟伟 摄 01 行业新闻 ●国家能源局发布关于开展"水风光+"创新发展优秀实践案例征集工作的通知。6月17日，国家能源局综合司发布关于开展"水风光+"创新发展优秀实践案 例征集工作的通知。通知提出，推荐案例应以水电（含抽蓄）为基础，带动周边风、光等新能源资源开发利用及关联产业升级发展取得突出成效，并在技 术、体制、管理、业态、模式等一个或多个方面具有较强创新性。推荐案例支撑项目应全部或部分建成投产。查看详情→ 03 地方新闻 ● 建筑材料、火力发电、物流行业能源计量器具配备和管理要求系列国家标准6月实施。据国家市场监督管理总局消息，自6月起，建筑材料、火力发电和 物流等三个行业能源计量器具配备和管理要求国家标准正式实施。标准中规定了建筑材料行业、火力发电行业和物流行业能源计量的种类及范围、能源计 量器具配备和管理等要求。查看详情→ 02 企业新闻 ● 中国石油与哈方签署多项能源合作协议。6月16日，第二届中国-中亚产业与投资合作论坛在哈萨克 ...