Blockchain - The People's Bank of China announced innovative structural monetary policy tools in Shanghai, including pilot programs for blockchain credit refinancing in shipping trade and carbon reduction support tools [1] - The global merchant fleet's asset scale exceeds $3 trillion, with a ship financing leasing penetration rate of only 18%, indicating significant growth potential in the shipping financing sector [1] Autonomous Vehicles - Cainiao launched a new autonomous delivery vehicle, the GT-Lite, priced at 21,800 yuan, with a promotional price of 16,800 yuan, designed for L4 level autonomous driving [2] - The vehicle aims to reduce costs for delivery points and ensure safety, with the previous model, GTPro, featuring a range of 180 km and a cargo capacity of 5 m³ [2] Optical Chips - The Shanghai Institute of Optics and Fine Mechanics developed a new optical computing chip, "Meteor No. 1," which significantly enhances data processing speed and efficiency [3] - This chip utilizes advanced photonic technology and is expected to be widely applied in AI, big data analysis, and scientific computing [3] Textile Industry - A digital transformation implementation plan for the textile industry was jointly issued by several ministries, focusing on integrating new information technologies and enhancing production capabilities [4] - Key metrics indicate that the CNC rate and digital design tool adoption in major textile enterprises have reached 63.7% and 82.3%, respectively, with leading companies achieving world-class smart factory standards [5] Hydrogen Energy - Tianjin University's team achieved a solar-to-hydrogen conversion efficiency of 5.10% in solar water splitting, marking a significant advancement in clean energy production [6] - This technology could lead to the development of more efficient and durable "artificial leaves" for hydrogen production, potentially transforming the hydrogen energy landscape [6] Brain-Computer Interfaces - BrainTiger Technology, in collaboration with the Shanghai Institute of Microsystem and Information Technology, successfully implanted a 256-channel flexible brain-computer interface in a patient, enabling precise control of various applications [7] Digital Currency - The People's Bank of China announced the establishment of an interbank market trading report library and a digital RMB international operation center to promote the internationalization of digital currency [8] - The emergence of stablecoins is seen as a bridge between traditional finance and crypto assets, enhancing transaction stability and cross-border payment capabilities [8]

德国杜塞尔多夫启动欧洲最大的加氢站 每天可分配多达5吨氢气 智通财经6月18日电，一家被称为欧洲最大的新加氢站已在德国杜塞尔多夫市开业。该设施是交通运营 商 Rheinbahn、杜塞尔多夫公用事业公司 （Stadtwerke Düsseldorf） 和 H2 Mobility 合作的成果。该加氢 站每天可分配多达5吨氢气，并同时为多达三辆车加注燃料，包括公共汽车、卡车、汽车和轻型商用 车。这个高容量加氢站标志着对以前的氢能基础设施的重大升级，并在杜塞尔多夫到2035年实现气候中 和的目标中发挥着重要作用。 ...

超级赛道密集迎来利好政策。 福建省发展和改革委员会印发的《福建省氢能产业创新发展中长期规划（2025—2035年）》提出，2025—2030 年为起步发展期，力争形成3万吨/年绿氢生产能力，10万吨/年氢基绿色燃料生产能力，氢能产业总产值突破 600亿元/年；2030至2035年为快速跃升期，形成涵盖交通、储能、工业等多元应用场景的产业体系，总产值突 破3000亿元/年。 另外，2025国际氢能与燃料电池汽车大会暨展览会于6月18日—20日在上海汽车会展中心召开，中国汽车工程 学会理事长、国际氢能燃料电池协会常务副理事长张进华在会上表示，我国燃料电池汽车推广应用规模明显扩 大，到2024年底累计推广超过2.8万辆。 氢能作为一种清洁、高效的能源载体，具备清洁环保、能量密度高、来源丰富等优势，正在被全球视为未来能 源体系的重要组成部分。中国氢能联盟预计，到2050年，氢气需求量将接近6000万吨，氢能在我国终端能源体 系中占比超过10%，产业链年产值达到12万亿元。 福建重磅发布 6月18日，据福建省发展和改革委员会消息，福建省发展和改革委员会近日印发《福建省氢能产业创新发展中 长期规划（2025—2035年） ...

Investment Rating - The report maintains an "Outperform" rating for the hydrogen energy sector [4] Core Viewpoints - The hydrogen energy industry is experiencing continuous development due to favorable policies in China, with an increase in electrolyzer bidding projects and breakthroughs in hydrogen production technology. It is recommended to pay attention to companies involved in electrolyzer bidding [3][41] - The midstream sector is accelerating the development of hydrogen transportation and the construction of hydrogen refueling stations, suggesting a focus on companies capable of hydrogen transportation [3][41] - The downstream sector is exploring various application scenarios for hydrogen energy, promoting the adoption of hydrogen vehicles, and recommending attention to companies in the hydrogen vehicle application field [3][41] Industry Performance - As of June 13, 2025, the hydrogen energy index closed at 2047.76 points, with a weekly increase of 0.34% and a year-to-date increase of 15.25%. The hydrogen energy index ranked 42nd among the Shenwan secondary industry rankings, improving by 9 places compared to the previous week [8][15] - The top five companies in the hydrogen energy sector by weekly increase were Meichen Technology (40.96%), Yong'an Pharmaceutical (26.38%), Hengguang Co., Ltd. (25.1%), ST Baili (22.89%), and Pan-Asia Micro透 (22.02%). The top five companies by weekly decrease were Chaojie Co., Ltd. (-23.23%), Xue Ren Co., Ltd. (-14.57%), Huapei Power (-9.09%), Zhongcai Technology (-8.54%), and Xin Xun Da (-8.3%) [15][16] Hydrogen Industry Data Review - As of June 13, 2025, there have been 20 cumulative electrolyzer bidding projects in China, primarily involving alkaline and PEM types. A significant breakthrough was achieved with the development of a 2 MW AEM electrolyzer by Beijing Green Wave Hydrogen Energy Technology Co., Ltd. [17] - In April 2025, the production of fuel cell vehicles (FCVs) saw a decrease, with 342 units produced and 328 units sold, marking a month-on-month decline of 6.3% and 13%, respectively. Cumulatively, 926 FCVs were produced and 957 sold from January to April 2025, representing year-on-year declines of 22.45% and 10.89% [21][24] Industry Dynamics and Company Developments - Significant breakthroughs in hydrogen transportation technology were reported, including the successful operation of a non-metal flexible hydrogen pipeline by State Power Investment Corporation [36] - The first domestic hydrogen internal combustion engine generator set has been commercially operated in Hubei, showcasing the ability to utilize industrial by-product hydrogen for power generation [36] - Plug Power has partnered with Allied Green to advance a green hydrogen project in Uzbekistan, highlighting international collaboration in the hydrogen sector [38]

福建：拓展氢能应用市场特别是绿氢市场 逐步推进平价绿氢替代 智通财经6月18日电，福建省发展和改革委员会近日印发《福建省氢能产业创新发展中长期规划（2025 —2035年）》。其中提出，引导龙头企业加速布局氢能产业，同时加大对产业链配套企业支持力度，有 针对性培育一批专精特新企业；拓展氢能应用市场特别是绿氢市场，逐步推进平价绿氢替代。 ...

Core Viewpoint - Fujian Province has released a long-term plan for the hydrogen energy industry, aiming for significant development and commercialization of hydrogen energy from 2025 to 2035 [1] Summary by Relevant Sections Development Phases - The period from 2025 to 2030 is designated as the initial development phase, with goals to establish over 10 high-level innovation platforms and cultivate 1-3 demonstration projects for green hydrogen production at the hundred-megawatt level [1] - During this phase, the plan includes building 1-3 pilot ports for hydrogen-based green ship fuel refueling, constructing 50 hydrogen refueling stations, and creating 10 operational demonstration lines in ports, parks, or urban areas [1] - The target for fuel cell vehicle production is set at 6,000 units per year, aiming for large-scale commercial application of hydrogen energy [1] Key Projects and Production Goals - Priority will be given to green methanol projects for marine fuel, focusing on core technology breakthroughs, accelerating pilot testing, and small-scale industrialization to enhance conversion efficiency and reduce production and transportation costs [1] - The plan aims to establish a green hydrogen production capacity of 30,000 tons per year and a hydrogen-based green fuel production capacity of 100,000 tons per year, with the total output value of the hydrogen energy industry exceeding 60 billion yuan annually [1] Rapid Growth Phase - The period from 2030 to 2035 is characterized as a rapid growth phase, where the hydrogen energy industry in Fujian is expected to enter a stage of fast development, with comprehensive improvements in scale, quality, and efficiency [1] - The goals include achieving a green hydrogen production capacity of 100,000 tons per year and a hydrogen-based green fuel production capacity of 1 million tons per year, with green hydrogen accounting for over 40% of the hydrogen sources in the province [1] - The plan envisions Fujian becoming a significant supply base, transportation hub, and refueling center for green hydrogen and hydrogen-based green fuels along the southeastern coast, with a diverse industrial system covering transportation, energy storage, and industrial applications, aiming for a total output value exceeding 300 billion yuan annually [1]

"我们在成都新投资的项目将在大型卡车的氢能化推广运用以及氢能产业链的构筑等多方面，与成都企业开展合作。"丰田中国高级执行副总经理秋田隆认 为，成都位于成渝氢走廊核心节点，拥有丰富的绿电资源，"绿氢之都"建设也为氢能产业发展奠定良好基础。 现场，GE医疗、林德、西门子等世界500强企业，以及国内外院士、专家智库、商协会代表通过视频连线，共同发出"投资成都"倡议，邀约全球政商合作伙 伴共享成都发展机遇，共绘未来美好生活。此外，来自全球航空航天、清洁能源、先进制造等领域的行业龙头企业负责人分别进行主题发言，畅谈前沿技术 革命、新兴产业市场蓝海以及"投资成都"机遇。 红星新闻记者注意到，大会现场设置的"投资成都"线下场景，吸引了众多嘉宾的目光，包括成都民营经济发展促进中心政企服务对接台、"招商 AI 金融超 市"、成都造爆款产品等系列场景。在展示成都"立园满园"新成效的同时，全方位立体式展现成都广阔的投资空间、一流的产业生态。 "今天，我们正式宣布'星算'计划全球总部落地成都，这里既是我们梦想起航的地方，也有着无限的潜力和机遇。"国星宇航董事长陆川表示，"星算"计划将 是"成都创新、成都智造、成都示范"的生动实践，推 ...

"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 国家能源局近期发布《氢能试点工作的通知》，明确2028年6月为试点完成节点，通过 "项目+区域" 双轨试点（11 大方向）加速氢能产业化，核心聚 焦绿氢： 两大主战场： 政策导向绿色电力（含储能）与绿色化工（钢铁等）领域，构建绿氢 "制储输用" 全链条。 输运革命： 明确管道运氢为首要跨区域输送方式，液氢为辅，推动规模化降本。 就近消纳 ：鼓励绿电制氢就近应用，配套电价补偿、需求响应机制对冲风险。 资金加持： 试点项目优先纳入制造业中长期贷款、"两重""两新" 万亿级资金池。 当前行业面临政策窗口期（2025-2028），需突破成本管控、技术适配与商业模式瓶颈。势银（TrendBank）将于 7月16-17日 在 无锡 举办 2025势银绿 氢 ...

以下文章来源于DT新能源 ，作者DT新能源 DT新能源 . DT新能源是德泰中研旗下旨在搭建国内与国际之间氢能及燃料电池电池产业产、学、研、资、用合作交流的平台与桥梁。我们提供产业研究与咨询、投 融资、科技成果转移转化、市场推广、媒体会议、数据分析等多方位服务。 作为制氢的更上游，风电光伏企业在氢能领域的布局不仅仅是氢能"蛋糕"大小的问题，更是国内乃至全球新能源项目推进的风向，尤其反映出国内以"五大 六小"发电集团及"三桶油"为代表的新能源项目对于氢能的需求情况。而SNEC光伏展作为全球最大的新能源展之一，各大新能源企业氢能相关产品的出展 情况具备一定的市场代表性。为此，【DT新能源】再次以观众身份参与了这一年一届的光伏盛会。 直观的来看，与 2024年佛山氢能展"不那么氢能"相反的是，本届 SNEC光伏展的氢能"气息"却比上一届更浓郁 。本质上来看， 是国内以燃料电池车为示范 先导的"小氢能"向更宽应用领域及更广产业链的"大氢能"转变的写照 ，当然其中夹杂着各种重要的市场及技术因素。 拓展阅读链接：《 氢能展不那么 " 氢能 " 了？佛山氢能展透露了什么？》 由于 SNEC 光伏展规模过于庞大，小编未能充分 ...

Core Viewpoint - The event during the 2025 China Langfang International Economic and Trade Fair showcased the launch of the light-sensitive semiconductor hydrogen production solution and the high-quality development of clean energy in Weichang, highlighting its unique development model of "sunlight to green hydrogen, turning stone into gold, and green electricity to green diamonds" [1][3][5] Group 1: Event Overview - The event featured a dual approach of "technology launch + scenario release," aimed at fostering government-enterprise cooperation and industry connections, attracting high-quality enterprises and innovative resources to accelerate the development of Weichang's clean energy industry [3][5] - Weichang is recognized as a "national first batch of green energy demonstration counties" and has a unique geographical advantage with a significant clean energy endowment, including abundant wind, solar, geothermal, and biomass resources [3][5][8] Group 2: Technological Innovations - Chengfeng Hydrogen Intelligent Equipment (Hebei) Co., Ltd. introduced a groundbreaking light-sensitive semiconductor hydrogen production solution, achieving an average light-to-hydrogen conversion rate exceeding 19% and aiming to reduce green hydrogen costs to below 20 yuan by 2026, four years ahead of the International Energy Agency's target [5][6] - Zhongxian New Materials Technology (Chengde) Co., Ltd. developed a novel all-electric kiln technology and high-performance continuous basalt fiber formula, transforming basalt into a new environmentally friendly fiber with applications across various industries [5][6] - Hebei Toshi Crystal Armor Technology Co., Ltd. presented a green energy and advanced material integration model, utilizing clean electricity to drive low-carbon diamond production, promoting a closed-loop system for energy structure transformation [6] Group 3: Industry Development and Future Prospects - Experts from various universities provided insights into the current status and future prospects of Weichang's clean energy industry, while the Beijing Yizhuang Industrial Research Institute released a clean energy industry chain map, detailing strategic planning and development blueprints [7][9] - The event emphasized Weichang's commitment to ecological priority and green development, showcasing its clean energy resources and achievements, while attracting interest from enterprises and investors in various projects [7][8] - Weichang aims to create a comprehensive industrial chain around energy, focusing on the entire lifecycle of energy production, transmission, storage, and utilization, thus providing a replicable model for clean energy industry development nationwide [8]