Core Insights - Energy investment in China has shown strong growth this year, focusing on safety and transformation, with an expected completion of 3.54 trillion yuan in key energy projects, representing an 11% year-on-year increase [1] Investment Trends - Significant investments are noted in nuclear power, onshore wind power, distributed photovoltaic, and power grids, with rapid growth in new energy storage, charging and swapping infrastructure, and hydrogen [1] - Private enterprise investment has increased by 15% year-on-year, indicating a robust participation from various investment entities [1] Policy and Mechanisms - The National Energy Administration has established mechanisms to facilitate private sector participation in nuclear power projects, with all 10 newly approved nuclear units this year involving private capital, with the highest share reaching 20% [1] - Support for private enterprises to invest in hydropower projects and oil and gas pipeline projects is being promoted under market-oriented principles, along with the approval of four large private coal mine projects [1]

Core Insights - China has achieved four world-class records in clean energy within the past week, showcasing its commitment to green transformation and technological innovation [1] Group 1: Offshore Wind Power - The Jiangsu Dafeng offshore wind project has set a record with wind turbines located 85.5 kilometers offshore, capable of powering 1.4 million households and saving 860,000 tons of coal annually [3] - This project provides a complete technical solution for developing deep-sea wind energy resources, paving the way for the construction of multiple offshore power stations in the future [3] Group 2: Green Hydrogen - The "Qing Hydrogen No. 1" project in Jilin Songyuan produces 45,000 tons of green hydrogen and 200,000 tons of green ammonia and methanol annually, reducing carbon emissions by 1.4 million tons [4] - This project innovatively addresses the challenge of hydrogen production from fluctuating wind and solar energy, moving hydrogen energy from the laboratory to industrialization [4] Group 3: Bio-Methanol - The bio-methanol project in Zhanjiang offers a sustainable solution for the global shipping industry, reducing carbon emissions by over 85% compared to conventional fuels [5] - It establishes a complete supply chain from production to storage and transportation, significantly lowering carbon emissions during the transport process [5] Group 4: Ultra-High Voltage Transmission - The ultra-high voltage transmission project, spanning nearly 1,900 kilometers from the upper reaches of the Jinsha River to Hubei, has a total investment of 33.4 billion yuan [6] - This project facilitates the transfer of abundant hydropower resources from the Tibetan Plateau to the electricity-demanding central regions, marking a significant milestone in the cross-regional allocation of clean energy [6]

Core Insights - The surge in platinum prices, which increased by 45% to over $1,300 per ounce, is driven by a global rush for 290,000 ounces of platinum, highlighting its strategic importance in the hydrogen energy industry [1][3] - The competition for platinum is intensifying between the US and China, with both countries implementing policies to secure their supplies amid a looming supply shortage projected at 26.4 tons by 2025 [5][11] Supply and Demand Dynamics - South Africa produces 70% of the world's platinum, while Russia accounts for 20%, and China has minimal production at only 3 tons annually, despite consuming 30% of global platinum [5][9] - The imbalance in supply and demand is exacerbated by geopolitical factors, including supply chain disruptions in South Africa and sanctions affecting Russian exports [11][14] Market Reactions and Trends - The introduction of platinum futures by the Guangzhou Futures Exchange aims to stabilize prices and provide risk management tools for domestic enterprises, reflecting a shift towards establishing a "Chinese price" for platinum [5][11] - The demand for platinum in the automotive sector remains strong, with 94.74 tons required for catalytic converters in 2023, despite the rise of electric vehicles [9][12] Geopolitical Influences - The geopolitical landscape is complicating the platinum market, with the US considering tariffs and China implementing tax incentives to secure resources [3][11] - The relationship between China and South Africa, along with cooperation within BRICS nations, is becoming increasingly important for ensuring platinum supply [11][14] Investment and Financial Aspects - The financial attributes of platinum are evolving, with its industrial value becoming more pronounced as demand from jewelry declines [12][14] - The current price volatility reflects a broader trend of global investors seeking tangible assets amid concerns over fiat currency stability [14]

3. 【全国首个高海拔岩洞式算力舱智算中心投运】 12月19日，全国首个高海拔岩洞式算力舱智算中 心——雅砻江两河口算电融合示范项目，在两河口水电站正式投运。项目总投资3.5亿元，包括6个算 力舱，部署了2000张国产算力芯片，最高每秒能完成60亿亿次浮点运算。（ 财联社） 4.【日本富山县计划建设日本最大的数据中心枢纽】12月19日消息，一份文件显示，日本西部的一个 城市计划推出该国第三个也是最大的数据中心集群，总发电能力为3.1千兆瓦。该文件显示，位于日 本海附近富山县的南砺市将于本周五与私人开发商GigaStream富山公司共同宣布这一计划。该项目 一旦完成，将成为全球最大的数据中心枢纽之一，可与OpenAI价值5000亿美元、10千兆瓦的星际之 门项目相媲美。（科创板日报） 更多智能制造产业资讯 …… 1.【国内首座商用液氢加氢站投运】近日，中国航天科技集团第六研究院（以下简称"航天六院"）承 建的国内首座商用液氢加氢站——攀枝花钒钛高新区马店液氢加氢站投运。航天六院相关负责人介 绍，马店液氢加氢站由航天六院与攀枝花钒钛高新区、东方电气、一汽解放等协同共建，承载着3 项"全国首个"：全国首个民用液氢充 ...

海南日报讯(海南日报全媒体记者 黄媛艳)12月17日，明阳智慧能源集团股份公司在海南临高大型 海上风电机组检测试验基地完成关键技术验证，依托自主研发的离子膜柔性制氢系统，以海上风电功率 波动为核心场景，成功产出海南首公斤海上风电制氢，此举标志着海南自贸港在"海上风电-制氢"耦合 技术领域实现零的突破，为海南新能源消纳与绿色产业升级奠定关键技术基础。 本次验证的核心是明阳离子膜制氢系统的柔性运行能力。技术团队以海南海上风电实际运行数据为 蓝本，跟随风电功率骤升骤降、持续波动等典型工况，验证离子膜制氢系统对不稳定新能源的适配性 能。针对当前市场上主流ALK制氢系统普遍存在的在30%额定功率以下工况难以维持稳定运行的瓶颈， 本次验证对离子膜制氢系统设置了0%-30%的低功率区间范围。 运行结果显示，凭借本征柔性技术优势，明阳离子膜制氢系统可实现负荷秒级跟随电源波动，攻 克"新能源出力波动-制氢系统响应"的核心技术痛点，在动态工况下稳定产出5N级别高纯度氢气。 作为海南自贸港新能源产业升级的关键探索，此次制氢成功验证了离子膜制氢技术对海南气候与能 源条件的适应性，为破解本地新能源弃电难题提供了可行方案。海南风电、光伏 ...

Core Insights - The first hydrogen station in Fujian officially commenced operations in Xiamen, supporting the launch of the hydrogen fuel cell bus route 736, marking a significant step in the province's clean energy transportation system [1] Group 1: Hydrogen Station Operations - The hydrogen station features a flexible and lightweight skid-mounted design, equipped with high-pressure and efficient hydrogen refueling equipment, ensuring strong safety measures and vehicle compatibility [1] - The station has a daily hydrogen refueling capacity of 500 kilograms, fully meeting the operational needs of Xiamen's hydrogen fuel cell buses [1] Group 2: Safety and Efficiency - The refueling process utilizes a panel for precise measurement and injection, with an automatic pressure relief reset after completion, ensuring safety and efficiency [2] - In case of emergencies, the system triggers an immediate shutdown mechanism, maintaining a safe and controlled operation throughout the refueling process [2] - The hydrogen buses can be fully refueled in approximately 10 minutes, significantly enhancing operational efficiency [2]

"一系列实打实的协作成果，让省际边界变成了合作前沿、发展热土。"莘县县长张云生有着真切感受。 随着鲁豫毗邻地区合作发展的深化，区域联动与产业共舞，台前也走向了"前台"。"从山东省招引的中 硼新材料、海源化工等企业，已发展成为台前的龙头企业。"台前县委副书记、代县长郑广田说。 从"蓝图规划"到"实景画卷"，鲁豫毗邻地区结成了合作发展"深度合伙人"。 "山东省里有个河南县，河南县里有个山东镇，山东镇里有个河南村，河南村里住着山东人……"在聊城 市莘县、濮阳市范县交界村镇流传的这段顺口溜，形象描绘了鲁豫毗邻地区"你中有我、我中有你"的现 象。 党的二十届四中全会明确提出，要增强区域发展协调性，促进区域联动发展。如何进一步深化毗邻地区 合作发展？鲁豫有了新约定。12月17日，鲁豫毗邻地区合作发展推进会在濮阳市举行，两省发展改革、 大数据、信用等部门签署系列协议，积极融入服务全国统一大市场建设，在更大范围、更宽领域、更深 层次推动鲁豫毗邻地区共商共建共享共赢。 山东、河南比邻而居。鲁豫毗邻地区地处山东半岛城市群和中原城市群连接地带，地域相连、水系相 通、人文相亲、经济相融。近年来，两省联合印发《鲁豫毗邻地区合作发展实施 ...

Core Insights - Shanxi has achieved significant economic growth, with GDP rising from 1.765 trillion yuan in 2020 to 2.549 trillion yuan in 2024, marking a substantial increase as it approaches the end of the 14th Five-Year Plan [1] - The province aims to address unbalanced and insufficient development issues while transitioning from a resource-based economy to a modern industrial system during the 15th Five-Year Plan [1][5] - The energy revolution is central to Shanxi's transformation, shifting from coal-dominated energy to a diversified energy structure, including green electricity [2][3] Economic Growth and Transition - Shanxi's economic growth during the 14th Five-Year Plan is characterized by a projected increase of over 750 billion yuan, equivalent to creating an economic scale similar to that of Taiyuan and Datong combined [2] - The province has transitioned from being a coal resource province to a comprehensive energy province, with significant advancements in intelligent coal mining and green energy initiatives [2][3] - The manufacturing sector has become a key driver of industrial growth, with an average annual growth rate of 8.1%, outpacing coal industry growth [3][4] Energy Sector Developments - The share of renewable and clean energy installations in Shanxi has surpassed 50%, achieving the target set for the 14th Five-Year Plan ahead of schedule [3] - The province has built 244 intelligent coal mines, with 60.48% of coal production now coming from intelligent operations, reflecting a shift towards high-end, intelligent, and green coal mining [2] Challenges and Future Outlook - Despite achievements, Shanxi faces challenges such as structural, institutional, and quality-related issues that hinder the transition from a coal-dominated economy [5][6] - The 15th Five-Year Plan emphasizes the need for balanced development, focusing on energy transition, industrial upgrading, and fostering new growth drivers [6][8] - Shanxi's geographical position offers strategic advantages for regional cooperation and industrial transfer, particularly in energy-intensive industries [7][8]

12月19日，省委书记黄强到吉林省氢能产业综合研究院调研。他强调，要深入学习贯彻党的二十届四中 全会和中央经济工作会议精神，认真落实省委十二届八次全会部署，深刻领会"推动科技创新和产业创 新深度融合，一体推进教育科技人才发展"的丰富内涵，坚持以产业需求为导向推动科技创新，积极抢 占氢能新赛道，培育壮大新质生产力。市委书记张恩惠参加调研。 12月19日，省委书记黄强到吉林省氢能产业综合研究院调研，详细了解氢能院科研定位、组织架构、人 才队伍等情况。 吉林省氢能产业综合研究院是依托中国科学院长春应化所建立的，以绿电制绿氢、氢基化工、氢能交 通、氢储能、氢能装备制造等为重点研究方向。黄强详细了解氢能院科研定位、组织架构、人才队伍等 情况，他强调，氢能产业是我省"十五五"重点发展的未来产业。要把科研专长和产业需求结合起来，聚 焦从风光制绿氢到氢能应用全产业链各环节，着力攻克技术难题，真正把论文写在产业一线。要加强人 才队伍动态管理，把产业应用成效作为衡量科研能力水平的唯一标准，选用人才只看真才实学、不 看"头衔""帽子"，激励优秀人才勇于突破、争做第一。 调研中，黄强对中国科学院长春应化所及氢能院取得的成绩表示祝贺。 ...

Core Viewpoint - The 2025 Hydrogen Storage and Transportation Key Technology Development Forum, hosted by DT New Energy and co-organized by Xiangshang Hydrogen Energy, focused on advancements in hydrogen storage and transportation technologies, aiming to contribute to the energy structure transformation under the dual carbon goals [2][5]. Group 1: Forum Overview - The forum took place on December 17-18 in Suzhou, gathering over 150 representatives from domestic and international enterprises, research institutions, and end-users to discuss key technologies in hydrogen storage and transportation [2][5]. - The event featured nearly 20 presentations covering topics such as high-pressure hydrogen storage technology, low-temperature liquid hydrogen technology, and transportation methods [2][5]. Group 2: Key Presentations - A presentation by Bai Yong discussed the current status and challenges of high-pressure hydrogen storage bottles, including optimization strategies for manufacturing processes and failure analysis [8]. - Zou Jianxin presented on the development and application progress of high-performance solid-state hydrogen storage materials, highlighting their advantages such as high storage density and safety [10][11]. - The liquid hydrogen industry is transitioning from pilot exploration to a more structured phase, with potential cost reductions of over 60% for liquefaction at a scale of 100 tons per day [12]. Group 3: Transportation Technologies - The importance of long-distance, large-scale hydrogen pipeline transportation technology was emphasized, noting that storage and transportation costs account for 30%-40% of total costs in the hydrogen supply chain [18]. - The National Electric Power Research Institute has completed several demonstrations of hydrogen blending in existing natural gas pipelines, moving from technical validation to regional pilot demonstrations [18]. Group 4: Safety and Testing - Liu Xu introduced testing methods for hydrogen storage and transportation equipment, focusing on performance evaluations under hydrogen environments, including high-pressure and low-temperature conditions [27][28]. - The establishment of multiple hydrogen testing platforms in China aims to support the safe operation and healthy development of hydrogen energy equipment [28]. Group 5: Future Applications - The hydrogen energy sector is expanding its application scenarios beyond transportation to include industrial, electrical, and chemical fields, promoting the integration of various energy networks [21]. - The development of organic liquid hydrogen storage technology is highlighted as a key area, with ongoing research addressing economic and efficiency challenges [49][51].