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]

一趟专列，成为连接中国与中亚国家的"文化新纽带"。 助力企业乘风破浪 2024年2月28日，哈萨克斯坦西安码头投入运营，服务范围覆盖中亚、东南亚及跨里海沿线国家。 2025年6月10日，中国·西安哈萨克斯坦码头投入使用，成为中国向西开放通道的境外"第一站"。 6月7日，搭乘首发专列的油画家晏子从阿拉木图返回西安。她说："我把在哈萨克斯坦看到的建 筑、风景、人物捕捉下来，形成一幅幅画作。这些都是陕西与中亚友好交往的见证。" 人文旅游专列正以铁轨为纽带、文化为桥梁，推动交通运输"硬联通"、旅游服务"软联通"、人文交 流"心联通"，勾勒共同繁荣的美好蓝图。 向西开放，乘势而上。陕西进一步全面深化改革，更加深度融入共建"一带一路"大格局，全面落实 中国—中亚西安峰会涉陕成果，通过制度创新、通道建设、平台搭建、企业扶持等举措，加快打造内陆 改革开放高地，推动务实合作"双向奔赴"，为共赢发展注入新动力。 政策利好 从西安到阿拉木图，两个码头见证了"枢纽对枢纽"开放功能的强大。 从西安出发，行驶3668公里，5月31日晚，中国—中亚国际人文旅游首发专列抵达哈萨克斯坦阿拉 木图。身着传统服饰的当地民众载歌载舞，迎接远道而来的 ...

Carbon Neutrality Policy - The National Energy Administration has launched hydrogen energy pilot projects covering the entire "production, storage, transportation, and application" chain, focusing on 11 specific directions [4] - The pilot projects aim to promote innovative hydrogen management models and explore diversified paths for hydrogen industry development [4] Local Dynamics - Nanjing Customs has initiated a carbon service pilot to guide enterprises in carbon accounting and reporting, providing a one-stop carbon mileage service [9] - The service focuses on the entire product lifecycle carbon management, helping enterprises improve their self-reporting capabilities [9] Corporate Practices - Longi Green Energy anticipates explosive growth in the green alcohol industry within the next 2-3 years, driven by advancements in technology and policy support [10] - The company has initiated three projects in the green alcohol sector, with the first project expected to be operational by 2027, and has secured long-term agreements with Maersk [10]

6月13日，湖南省发展和改革委员会印发《湖南省氢能产业发展三年行动方案》。到2027 年，全省氢能产业发展取得明显进展，氢能制储运加用全链条关键材料和设备加快突破，在交 通运输、氢储能、氢冶炼、氢化工等部分领域实现规模应用，市场机制和管理机制更加健全， 集聚具有全国影响力的骨干企业10家左右，氢能关键材料部分领域产业规模全国领先，氢能 装备市场占有率位居全国前列，特色氢能产业集群初步形成，"一港两廊多区"发展格局初步构 建。 空间布局上，湖南省将打造一个氢能绿港，构建两条示范走廊，建设若干应用示范区。其中， 在构建两条示范走廊方面，以京广、沪昆等湖南境内高速路段为中心，加快布局加氢设施，构 建以高压气运为主导的氢能运输网络，逐步探索氢能在大中型货车、冷链物流等车型的应用示 范，打造两大氢能应用示范走廊。 全文内容如下： 湖南省氢能产业发展三年行动方案 为推动实现碳达峰、碳中和，构建清洁低碳、安全高效的能源体系，加快培育发展新质生产 力，根据《氢能产业发展中长期规划（2021—2035年）》《湖南省氢能产业发展规划》，制 定本行动方案。 一、行动目标 以习近平新时代中国特色社会主义思想为指导，深入贯彻党的二十大 ...

Group 1: Green Transition in Luliang - Luliang City is pursuing a unique green low-carbon transition that is tailored to local conditions and resources, emphasizing a "China-style solution" through systematic approaches in industrial restructuring and institutional innovation [1][3] - The city has implemented a comprehensive livestock waste management project in Wenxian County, which processes 1.5 million tons of solid waste annually, converting it into 80,000 tons of biomass fuel, effectively replacing 34,000 tons of standard coal [1] Group 2: Industrial Development - Luliang is promoting the development of low-carbon building materials by utilizing coal chemical by-products and solid waste, with an industrial park projected to process 1.3 million tons of industrial solid waste in 2024, generating approximately 140 million yuan in output [2] - The park also recycles 10,000 tons of rubber waste into modified asphalt, contributing an additional 30 million yuan in value, aligning with national strategies for energy and transportation integration [2] Group 3: Hydrogen Energy Initiatives - Luliang is leveraging its high demand for heavy-duty transportation and hydrogen by-products from coal chemical processes to promote hydrogen energy applications, addressing the dual challenges of "no vehicles available" and "idle hydrogen sources" [3] - The city is transitioning from gray hydrogen to blue and green hydrogen, aiming to establish a high-quality hydrogen energy ecosystem in inland regions [3] Group 4: Future Development Strategies - Future initiatives include promoting green industrial upgrades through smart microgrids that integrate photovoltaic, energy storage, and adjustable loads to enhance energy efficiency [4] - The city plans to utilize the "Tianhe-2" supercomputer and green electricity to deepen "computing and electricity synergy," supporting emerging industries with dynamic load matching [4]

Core Viewpoint - Double Good Energy has secured a significant contract in the renewable energy sector, marking a key achievement in its "photovoltaic + hydrogen" dual-driven strategy, with a contract amount of 450 million yuan [1][2]. Group 1: Contract Details - The contract signed with Hongyang New Energy Development Group involves the supply of a green hydrogen production system for the integrated project in Fuhai County, with a hydrogen production capacity of 72,000 Nm³/h [2]. - The contract amount of 450 million yuan accounts for 3.45% of the company's audited revenue for 2024 [2]. - Successful implementation of the project is expected to enhance the company's technical experience and project case studies in green hydrogen production, positively impacting total assets, net assets, and net profit in the current and future years [2]. Group 2: Business Strategy and Performance - The company aims to achieve breakthroughs in its energy-saving and water-saving segment, enhance the quality and cost control of its monocrystalline silicon business, and strive for leading market share in green hydrogen production [3]. - Despite a 48.7% year-on-year decline in photovoltaic product revenue to 8.862 billion yuan in 2024, the company has maintained strong market competitiveness by ramping up production capacity in the monocrystalline silicon segment [4]. - The company plans to increase its silicon wafer production capacity to 100 GW by 2025, leveraging scale effects and technological upgrades to reduce costs and improve efficiency [4]. Group 3: Growth in Hydrogen Business - The hydrogen business has seen explosive growth, with order amounts exceeding 800 million yuan since 2025, representing a 300% year-on-year increase [4]. - The company has also signed a strategic cooperation agreement with Junrui Green Hydrogen Energy Group to promote the large-scale development and application of hydrogen energy [4]. - With a production capacity of 300 units, the company plans to invest 1.61 billion yuan to accelerate the construction of a project for producing 700 sets of intelligent green hydrogen production equipment annually [4]. Group 4: Research and Development - The company has invested a total of 1.332 billion yuan in research and development over the past five years, focusing on breakthroughs in core technologies for hydrogen energy [5]. - The company is collaborating with universities on research projects related to efficient low-cost AEM catalysts and membrane electrodes, as well as direct electrolysis of ammonia for hydrogen production [5]. - The ongoing global push for carbon neutrality is expected to drive significant growth in the company's green hydrogen business [5].

其 他 报 告 2025年06月16日 晨会纪要 | 国内市场 | | 涨跌幅（%） | | | --- | --- | --- | --- | | 指数 | 收盘 | 1日 | 上周 | | 上证综合指数 | 3377 | -0.75 | 1.13 | | 深证成份指数 | 10122 | -1.10 | 1.42 | | 沪深300指数 | 3864 | -0.72 | 0.88 | | 创业板指数 | 2044 | -1.13 | 2.32 | | 上证国债指数 | 225 | 0.03 | 0.08 | | 上证基金指数 | 6914 | -0.09 | 0.17 | | | | 资料来源:同花顺iFinD | | | 海外市场 | | 涨跌幅（%） | | | --- | --- | --- | --- | | 指数 | 收盘 | 1日 | 上周 | | 中国香港恒生指数 | 23893 | -0.59 | 2.16 | | 中国香港国企指数 | 8655 | -0.85 | 2.34 | | 中国台湾加权指数 | 22073 | -0.96 | 1.47 | | 道琼斯指数 | 42198 | - ...

一款用绿电制备氢能的设备，已在中石化氢能机械（武汉）有限公司（以下简称氢能机械公司）下线。近日，长江日报记者了解到， 氢能机械公司刚刚研发的一款新型方形碱性电解槽，不仅能使用绿电制备氢能，相较传统制氢装备电耗更低、可靠性更好、维护更便捷， 其中，极板维修成本能降低九成。 氢能机械公司于2024年11月在东西湖区成立，是目前国内少数同时具备制氢、加氢、输氢、供氢装备全产品链研制能力的企业之一。 步入氢能装备总装与检测车间内，记者看到工人们各司其职，专心调试着各类制氢、加氢装备。 编辑：胡之澜 走至一个长约8米、总重量60吨的"大家伙"前，公司工程师张勃飞介绍，这款耗时3年研发出的新型碱性电解槽，计划下个月正式投入 运营。 中石化氢能机械（武汉）有限公司车间里，工人们专心调试着各类装备。 张勃飞表示，新设备开发的智能巡检技术能快速定位失效极板单元。"简单来说，就是我们的设备上安装有160片双极板，任意哪一块 故障，都可以单独拿出来替换，让维修成本降低90%，实现高效经济运维，保障连续生产。" "这款设备的产氢量每小时最高达2000标准立方米，可用于消纳陆上风电、海上风电及光伏新能源发出的绿色电力，转化为绿氢产品， ...

电力设备 2025 年 06 月 15 日 行 华福证券 业 研 究 行 业 定 电力设备 产业周跟踪：SNEC 聚焦新技术，国家能源局组 织氢能试点 投资要点： 锂电板块核心观点：车市反内卷举措逐步落地，5 月新能源车出口渗 透率同比大增 17pct。1）车市反内卷举措逐步落地，多家车企宣布压缩账 期；2）5 月新能源车国内零售同环比高增，5 月新能源车出口渗透率同比 大增 17pct。 期 报 告 光伏板块核心观点：十八届 SNEC 光伏展收官，各大头部公司发布新 品。2025 年 6 月 11-13 日，国际太阳能光伏与智慧能源（上海）大会暨展 览会（SNEC）于上海国家会展中心举办。各大公司均发布新品—隆基 HIBC 量产组件功率达 700W+、爱旭 78 版型满屏 ABC 组件功率可达 800W 至 810W、天合全球首块 829W 钙钛矿叠层组件产业化、晶科 TigerNeo3.0 双 玻组件最高效率达 24.8%、通威 TNC 2.0 双面率突破 88%+等。我们认为， 此次 SNEC 展光伏新技术表现仍然亮眼，其中 BC、钙钛矿新品关注度较高， TOPCon 逐步聚焦性能提升、多场景应用等方面 ...

电力设备 | 证券研究报告 — 行业周报 2025 年 6 月 15 日 强于大市 电力设备与新能源行业 6月 第 2 周周报 小米公布固态电池专利，汽车行业反内卷推进 新能源汽车方面，本周汽车行业反内卷行动持续，主流车企均提出将供应商 的支付账期控制在 60 天以内；中汽协发布 5 月销量数据，新能源汽车销量 继续保持增长，我们预计全年销量有望保持高速增长，产业链有望受益。动 力电池方面，5 月动力电池装机保持增长，其中，三元电池装机量环比提升 明显；固态电池催化不断，又有车企公布固态电池技术专利，建议关注有固 态电池布局的相关标的。光伏方面，中央经济工作会议明确提出综合整治"内 卷式"竞争，光伏供给侧改革力度有望加强；新技术方面，BC 组件获得海外 市场认可，且头部企业持续提升 BC 电池转换效率。光伏供给侧重点关注硅 料环节，新技术方面重点关注 BC 以及贱金属降本方向。氢能方面，政策持 续推动氢能产业化发展，能源局开展能源领域氢能试点，地方政策催化不断， 建议关注具备成本优势、技术优势的电解槽生产企业、受益于氢能基础设施 建设的燃料电池、氢储运、加注装机企业。维持行业 强于大市 评级。 相关研究报告 ...