Core Viewpoint - The SNEC PV+ 2025 International Photovoltaic and Energy Storage Conference in Shanghai highlighted the importance of zero-carbon parks as a key strategy for industrial carbon neutrality, with Double Good Energy showcasing its comprehensive zero-carbon park solutions and signing a 450 million yuan contract for green hydrogen systems [2][5]. Group 1: Zero-Carbon Park Solutions - Double Good Energy presented its zero-carbon park solutions, which include a customized "solar-hydrogen-storage" system that utilizes rooftop solar power for direct supply, green hydrogen production for industrial use, and energy storage for grid peak shaving [3][4]. - The company aims to enhance energy efficiency through over 40 years of energy-saving technology, utilizing electric cooling, heat pumps, and waste heat recovery [3][4]. - The zero-carbon park solutions are supported by Double Good Energy's leading capabilities in photovoltaic modules, with over 65% market share in polysilicon reduction furnaces and nearly 100 GW capacity in monocrystalline silicon wafers [3][4]. Group 2: Green Hydrogen Production - Double Good Energy has established a 5 GW electrolyzer manufacturing base and developed the world's largest single hydrogen production alkaline water electrolyzer with a capacity of 5000 Nm³/h [4][5]. - The company signed a 450 million yuan contract to provide a green hydrogen production solution with a capacity of 72,000 Nm³/h for the Hongyang Fuhai project, marking a significant industry milestone [5]. Group 3: Energy Efficiency and Management - The centralized immersion liquid cooling system for energy storage applications achieves over 50% energy savings and maintains temperature control within ±0.2°C, enhancing battery safety and lifespan [4]. - Double Good Energy's energy management platform utilizes AI to analyze energy and carbon data in real-time, optimizing energy use and management across the park [5][6]. - The company's products and solutions have been well-received in over 100 countries, including Southeast Asia, the Middle East, and Europe, and have led to strategic partnerships with various international firms [5][6].

Group 1: Hydrogen Energy Initiatives - The National Energy Administration has launched pilot projects for hydrogen energy, aiming to innovate management models and explore diversified development paths within three years [1] - The pilot projects are expected to provide replicable experiences to support the entire hydrogen energy chain, including production, storage, transportation, and utilization [1] Group 2: Methane Emission Control - China's coal mine methane extraction is projected to reach 13.5 billion cubic meters in 2024, with a utilization rate of 44.4%, exceeding 6 billion cubic meters [2] - The establishment of over 20 low-concentration gas and wind drainage gas oxidation utilization projects demonstrates significant progress in methane emission control [2] Group 3: Recycling and Circular Economy - The launch of aluminum alloy futures and options on June 10 marks the introduction of China's first recycled commodity futures, enhancing the pricing system for recycled metals [3] - This financial tool is expected to promote resource recycling and support the low-carbon transition of the aluminum industry [3] Group 4: ESG Support for SMEs - The "ESG One" platform in Hong Kong has attracted over 1,200 enterprises within six months, with 95% being small and medium-sized enterprises [4] - The platform integrates assessment tools, technical support, and training resources to provide comprehensive sustainable development solutions [4] Group 5: Green Methanol Production - Shanghai Electric's green methanol integrated demonstration project is set to produce its first batch of green methanol in July, marking a significant step in commercializing green hydrogen-derived fuels [5][6] - This project aims to provide a viable pathway for the low-carbon transition in the shipping industry [6] Group 6: Climate Change Adaptation - South Africa has launched its first coastal climate change adaptation plan to address threats such as rising sea levels and extreme weather [7] - This initiative reflects proactive measures by developing countries to tackle climate crises, offering a practical example of balancing pollution reduction and adaptation [7]

编号：2025-002 10.问：请问贵司氢能源装备和技术在国内处于什么 样的地位？ 投资者关系活动类别 特定对象调研 □分析师会议 □媒体采访 业绩说明会 □新闻发布会 路演活动 □现场参观 ☑其他湖北辖区上市公司 2025 年投资者网上集体接待日 活动 活动参与人员 线上参与湖北辖区上市公司 2025 年投资者网上集体接待 日活动的投资者 上市公司接待人员 财务总监：魏钢 董事会秘书：王务红 时间 2025 年 6 月 12 日（星期四）下午 14:30-16:50 地点 全景路演（https://ir.p5w.net） 形式 网络文字互动交流 交流内容及具体问答 记录 交流主要内容： 1.问：您好，请就氢能产业发展现状及趋势做介绍。 另外，目前制约行业发展的因素有哪些？ 答:您好！感谢您的关注。具体请参见公司 2024 年年 度报告及相关信息报道。 2.问：请问贵司对于原材料是否有做套保？如何控制 材料价格波动的风险？ 答:您好，感谢您的关注。公司目前暂未开展套保业 务。 3.问：请问贵司氢能源设备今年业务有突破吗？ 答:您好！感谢您的关注。近两年，公司通过强化资 | 源统筹，在加氢、制氢、供氢等多领域 ...

国氢科技锚定产业发展需求，产品战略持续演绎， 推出"氢涌卓瀚 4 0 0 0 "回应市场期待 ，引领行业打开发展应用新格局！ "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 燃料电池 群 2 0 25年是"十五五"规划谋篇布局之年，也是中国氢能产业跨越经济性拐点、迈向规模化 发展的关键之年。 "氢涌卓瀚 4000" PEM大型化引领者 "氢涌卓瀚 4 0 0 0 "是国氢科技"氢涌卓瀚"大型产品系列的典型代表，已完成产品定型，正 走向市场化应用。 "氢涌卓瀚"系列依托国氢科技自主研发的500标方大型PEM电解槽，结合自主设计、自主 生产的多对一集成系统，形成了千标方级的PEM系列产品。 "氢涌卓瀚" 系列 通过高度集成的结构设计和控制模式， 在降低设备投资、节约占地面 积、提高管理效率方面具有显著优势 ...

12日，三大股指盘中窄幅震荡，沪指、创业板指盘中翻红。截至收盘，沪指微涨0.01%报3402.66点，深 证成指跌0.11%报10234.33点，创业板指涨0.26%报2067.15点，沪深北三市合计成交13037亿元，较此前 一日增加168亿元。行业方面，酿酒、旅游、煤炭、农业、电力、半导体等板块走低，医药、银行、保 险、汽车等板块拉升，IP经济、量子科技、宠物经济、创新药、黄金概念等活跃。 东莞证券表示，虽然经济数据显示国内经济和外贸具有较强韧性，但5月PMI反映景气端有复苏但验证 较弱，且通胀尚待企稳，关注6月底前政策落地情况。6月仍有多个重要会议，比如6月18至19日召开的 陆家嘴论坛，有望为当前结构性行情提供支持，短期A股有望维持震荡抬升基本格局。 今日投资机会解析 华为HDC召开在即 华为开发者大会 （HDC 2025）6月20—22日将召开，复盘过往，每一次HDC大会都是华为里程碑产品 的发布节点：2018年推出昇腾芯片，2019年、2020年、2021年、2023年相继推出HarmonyOS 1.0至4.0， 2021年发布盘古大模型。 浙商证券（601878）表示，预计2025 HDC上，华 ...

Core Insights - Nanchong City is focusing on an "industrial city" strategy, innovatively constructing a "3+2+3" modern industrial system to promote industrial agglomeration and development through a "chain leader system" and direct management by county (city, district) leaders [1][4][15] - The city is upgrading its traditional pillar industries, including automotive parts, chemical textiles, and food medicine, while also fostering high-growth industries like electronic information and high-end equipment manufacturing [1][4][16] - Nanchong is strategically positioning itself in emerging sectors such as low-altitude economy, hydrogen energy, and artificial intelligence, with 38 key projects signed in 2024 [1][4][16] Industry Overview - The concept of "new quality productive forces" was introduced by President Xi Jinping, emphasizing innovation as the main driving force for economic growth, characterized by high technology, efficiency, and quality [2][3][11] - This new productive force is seen as a crucial engine for high-quality economic development and a key support for building a modern industrial system [3][11] Economic Performance - Nanchong's GDP reached 286.17 billion yuan in 2024, with a year-on-year growth of 5.1%, surpassing the provincial average [4][5] - The industrial output value increased by 3.5% to 48.58 billion yuan, contributing 12.4% to GDP growth [7][9] Industrial Structure - The primary industry added value was 47.1 billion yuan (up 2.6%), the secondary industry 77.85 billion yuan (up 3.4%), and the tertiary industry 161.22 billion yuan (up 6.8%), indicating a more rational industrial structure [5][9] - The city has established eight industrial chain special classes to implement targeted strategies for traditional and emerging industries [7][9] Policy Framework - Nanchong has launched a series of policies to stabilize growth, including 13 measures for economic stability and 18 for manufacturing [4][11] - The city has received 2.77 billion yuan in project funding, ranking third in the province, to support key industrialization and technological transformation projects [7][11] Modern Industrial System - The "3+2+3" modern industrial system includes three pillar industries (automotive parts, chemical textiles, food medicine), two growth industries (electronic information, high-end equipment manufacturing), and three emerging sectors (low-altitude economy, hydrogen energy, artificial intelligence) [15][16] - Nanchong is focusing on high-end, green, and intelligent development directions for its pillar industries, with significant investments in projects like the 33 billion yuan Yongying New Materials project [15][16] Future Development Trends - Traditional industries will undergo intelligent upgrades, while emerging industries will expand in scale [26][28] - New sectors will be ecologically cultivated, with a focus on low-altitude economy, hydrogen energy, and artificial intelligence [29][30] - The city aims to promote a green, low-carbon circular economy, supporting the development of new energy commercial vehicles and hydrogen fuel cell vehicles [30]

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。 【DT新材料】 获悉， 5月16日，国家生态环境部、发改委、财政部、住建部、水利部、农业部和林草局七部委联合印发了 《美丽河湖保护与建设行动方案 （2025—2027年）》。 文件指出， 到2027年，美丽河湖建成率达到40%左右；到2030年，美丽河 湖建设取得明显成效；到2035年，美丽河湖基本建成。 而在具体 巩固深化水环境治理措施方面，文件具体提出了六项措施，而在船舶动力方面，文件指出 加快推动绿醇、绿氨、绿氢等新能 源船舶推广应 用 。 需指出的是， 该文件在船舶领域仅提及一次，其中 并未提及纯电动船舶 ，而是指出 加快推动绿醇、绿氨、绿氢等新能 源船舶推广应用。 由于纯电 动船舶的能量密度过低，船舶的清洁化发展深度依赖于氢基能源。而氢基能源船舶则需要燃料电池和内燃机双路线发展，其中大型远洋船舶主要依赖于 内燃机路线，内河及近海地区则可以使 ...

6月11日，SNEC PV+ 2025国际光伏储能两会在上海国家会展中心隆重开幕，来自全球95个国家和地区 的3,600余家企业参展，国际展商比例占到30%，是中国、亚洲、乃至全球最具影响力的国际化、专业 化、规模化的光伏盛会。 本届展会，双良以"零碳智慧共生"理念，携零碳园区整体解决方案亮相。一方面，双良依托在光伏、氢 能、储能、电能利用等领域的制造实力，形成系统解决方案能力，打造零碳园区内部共生；另一方面， 通过产业链融合，双良链动外部资源，为客户提供从规划、建设到运营的全生命周期解决方案，打通外 部共生；同时融合数字化技术，让园区管理从"经验驱动"转向"数据驱动"。 正值"十四五"收官、"十五五"谋篇布局之年，清洁能源发展将迎来新跨越，以"双碳"目标为引领的新发 展格局加速构建。零碳园区作为工业碳中和的路径之一，将从试点示范走向规模化推广，成为产业绿色 升级的关键载体。碳排放标准与绿电交易市场的完善，也将让零碳园区成为企业的核心竞争力之一。 双良零碳园区整体解决方案中，在发电端，双良定制"光-氢-储"系统，屋顶光伏发电，直供生产办公； 以绿电制绿氢，既能够做工业原料、绿色燃料，也可以为电动/氢能物流车加 ...

Group 1 - The signing ceremony for a joint research and procurement contract for hydrogen energy equipment took place between Shanghai Tai Hydrogen Morning Energy Technology Co., Ltd. and Sailaf Rebuilding (Ningxia) Hydrogen Electric Energy Co., Ltd. at the 18th International Solar Photovoltaic and Smart Energy Conference and Exhibition (SNEC 2025) [1][2] - Shanghai Tai Hydrogen Morning is part of the Chint Group's hydrogen energy industrialization platform, focusing on the development and application of hydrogen production equipment and providing integrated solutions for hydrogen production and hydrogen power generation [3][4] - The procurement agreement includes 1,000 standard cubic meters of hydrogen production system integration equipment, which consists of key components such as alkaline electrolyzers, IGBT rectifiers, separation systems, and purification systems [3][4] Group 2 - The Sun Mountain project, based in Wuzhong City, Ningxia, aims to create a complete industrial chain for green hydrogen, enhancing the development of green chemicals and hydrogen transportation, thus contributing to China's energy structure transformation [4] - The signing marks the official schedule for the delivery of green hydrogen equipment products, with both companies committed to advancing the integrated scenario innovation of hydrogen-electric fusion and green hydrogen utilization [4][5] - The Chief Engineer of Shanghai Tai Hydrogen Morning announced the release of a new innovative solution titled "Empowering Industrial Manufacturing Green Transformation, 'Electric Hydrogen+'", aimed at providing replicable hydrogen-electric solutions for renewable energy consumption and the green transformation of high-carbon industries [5]

Core Insights - China's hydrogen industry is transitioning from pilot exploration to an orderly breakthrough phase, as highlighted in the "China Hydrogen Development Report (2025)" released by the National Energy Administration [1] - The global hydrogen sector is experiencing rapid growth, with the number of hydrogen projects increasing from 228 in 2020 to 1,572 by May 2024, and investments in projects at the final investment decision stage rising from approximately $10 billion for 102 projects in 2020 to $75 billion for 434 projects in 2024 [1] Company Developments - At the SNEC 2025, Huisheng Engineering and Sunshine Hydrogen jointly launched a one-stop overall solution for large-scale green hydrogen production called MegaFlex [2] - Trina Solar's subsidiary, Trina Yuan Hydrogen, unveiled MW-level PEM hydrogen production equipment and a 10MW alkaline hydrogen production system, showcasing advancements in hydrogen production technology [2] - The MW-level PEM hydrogen production equipment developed by Trina Yuan Hydrogen in collaboration with Fudan University features a new generation of PEM membrane electrode materials, achieving a total leakage rate of ≤0.14%/h at 3MPa high cathode pressure [2] Industry Trends - Alkaline electrolyzers are currently the mainstream equipment for green hydrogen production due to their mature technology and relatively low costs, particularly beneficial for industries with high hydrogen consumption such as refining and chemicals [3] - The introduction of a 2000Nm³/h alkaline electrolyzer by Trina Yuan Hydrogen, with a current density of 4000A/m² and a direct current energy consumption of less than 4.3 kWh/Nm³, aims to significantly reduce green hydrogen production costs and improve efficiency [3] - Containerized hydrogen production equipment is becoming the preferred choice for overseas green hydrogen projects due to lower transportation and delivery costs, with Trina Yuan Hydrogen's MW-level standard containerized hydrogen system capable of producing up to 1000Nm³/h [4] Future Outlook - As renewable energy prices decrease and electrolyzer efficiency improves, the competitiveness of green hydrogen costs is expected to increase, driving significant demand in industries such as chemicals and metallurgy [4] - The trade of hydrogen is anticipated to reshape the global energy landscape and play a crucial role in the formulation of new energy trade rules [4]