Group 1 - The establishment of Dongfang Electric Petrochemical Hydrogen Energy (Zigong) Co., Ltd. was announced, with a registered capital of 87.8 million yuan [1] - The company is jointly owned by Dongfang Electric Group Dongfang Boiler Co., Ltd. (51%), Sinopec Sales Co., Ltd. (39%), and Zigong Waterless Port Investment Development Co., Ltd. (10%) [1][2] - This new company follows previous joint ventures, including the establishment of Dongfang Electric Petrochemical Hydrogen Energy (Jiangxi) Co., Ltd. in February 2024 with a registered capital of 160 million yuan, and Dongfang Electric Petrochemical Hydrogen Energy (Liangshan) Co., Ltd. in March 2022 with a registered capital of 38 million yuan [2]

Core Viewpoint - China Energy Engineering Corporation (China Energy) announced the official operation of the world's largest integrated green hydrogen and ammonia project, the Songyuan Hydrogen Energy Industrial Park, on December 16, 2025, with a production capacity of 45,000 tons of green hydrogen and 200,000 tons of green ammonia and green methanol annually [1] Group 1 - The Songyuan project is recognized as the largest scale of its kind globally [1] - The project aims to contribute significantly to the production of green hydrogen and ammonia, aligning with global sustainability goals [1] - The first phase of the project has officially commenced operations as of December 16, 2025 [1]

智通财经APP讯，中国能建(601868.SH)发布公告，2025年12月16日，公司投资建设的全球最大规模绿 色氢氨醇一体化项目——中能建松原氢能产业园(绿色氢氨醇一体化)项目一期工程正式投产运行。 该项目投产后，可实现年产4.5万吨绿氢以及20万吨绿氨和绿色甲醇的产能，相当于每年节约标准煤约 60万吨，减少二氧化碳排放74万吨，实现绿电就地消纳和高附加值转化。 ...

格隆汇12月16日丨中国能建(601868.SH)公布，2025年12月16日，公司投资建设的全球最大规模绿色氢 氨醇一体化项目——中能建松原氢能产业园(绿色氢氨醇一体化)项目一期工程(以下简称松原项目一期或 本项目)正式投产运行。 本项目投产后，可实现年产4.5万吨绿氢以及20万吨绿氨和绿色甲醇的产能，相当于每年节约标准煤约 60万吨，减少二氧化碳排放74万吨，实现绿电就地消纳和高附加值转化。 松原项目一期工程于2023年9月开工建设，总投资69.46亿元，建设内容包括80万千瓦新能源发电(其中 风电75万千瓦、光伏5万千瓦)，2025年12月1日项目建成并首次成功生产绿氢，2025年12月16日正式投 产运行。 ...

Group 1 - The Chongqing Hydrogen Station Industry Development Plan (2025-2035) emphasizes systematic promotion of hydrogen station construction and supporting facilities, focusing on urban-rural integration and regional coordination [1] - The plan aims to utilize industrial by-product hydrogen and expand renewable energy hydrogen production, supporting the transformation of existing gas stations into hydrogen stations [1] - The goal is to create a comprehensive hydrogen network that is modern, safe, and efficient, facilitating the large-scale application of hydrogen fuel cell vehicles and promoting high-quality development of the hydrogen energy industry [1] Group 2 - With the implementation of hydrogen-friendly policies in China, the hydrogen energy market is expected to expand, with increased bidding projects for electrolyzers and breakthroughs in electrolyzer technology [2] - The supply of hydrogen continues to rise, and the application scenarios for hydrogen energy are diversifying, indicating a broad development prospect for hydrogen production demonstration station enterprises [2] - The acceleration of research and development in hydrogen fuel cell vehicles suggests a growing interest in the hydrogen vehicle application sector [2]

Core Viewpoint - The "Chongqing Hydrogen Station Industry Development Plan (2025-2035)" has been issued, focusing on the establishment of a hydrogen supply network along the Chengyu corridor to enhance the application of hydrogen fuel cell vehicles and promote regional development [1] Group 1: Infrastructure Development - The Chengyu hydrogen corridor will utilize the Chengdu-Chongqing, Chengdu-Rong, and Chengyu-Suizhou highways as main transportation routes [1] - Key logistics hubs include the Chongqing Liangjiang New Area Automotive Industry Park, Guoyuan Port National Logistics Hub, Chengdu International Aviation Hub, and the Western China Modern Logistics Port, with an annual freight volume exceeding 220 million tons and a logistics vehicle ownership exceeding 50,000 [1] - Hydrogen infrastructure will be strategically developed along the Chengyu trunk line, particularly in Dazhu District, Tongliang District, Tongnan District, and Rongchang District [1] Group 2: Industry Expansion - The plan aims to enhance the scale of hydrogen fuel cell vehicle applications along intercity trunk lines and gradually expand applications to surrounding areas [1] - The establishment of a complete hydrogen energy industry chain is intended to drive collaborative development in urban clusters such as southern Sichuan and western Chongqing [1] - The implementation of the Chengyu hydrogen corridor will create a replicable and promotable hydrogen industry demonstration model, providing significant support for the construction of the Yangtze River Economic Belt hydrogen corridor [1]

中化新网讯 12月11日，美国休斯顿Utility Global公司正式官宣与日本京都京瓷国际达成战略协作，两大 企业将聚焦清洁氢能技术商业化突破，携手扩大Utility Global专利电化学电池产能，加速其H2Gen制氢 系统的市场化进程。 据悉，Utility Global的H2Gen专利技术无需依赖外部电力，仅通过捕获现有工业废气中的电化学能即可 分解水制备清洁氢能。根据合作框架，Utility Global独创的陶瓷——金属电化学电池技术，将与京瓷的 先进材料研发实力、全球制造网络深度融合。双方明确三大核心合作方向：共建高产能生产线、联合攻 关先进材料工程与自动化技术、协同开展产品质量及耐久性验证。 双方在产能布局上已敲定清晰路线，先期以京瓷美国北卡罗来纳州亨德森维尔精细陶瓷基地为依托，打 造专属制造中心，2026年实现初始产能投产;后续将随工业级项目需求扩容，逐步铺展全球制造网络。 ...

中化新网讯 12月10日，韩国Lupro公司发布声明称，正加速扩大其在泰国与阿联酋的绿氢及绿氨产能布 局。该公司明确表示，此举旨在构建覆盖绿氢与绿氨"生产、储存、运输、加注"全环节的一体化价值 链。 Lupro披露，公司已与泰国能源企业Ma集团正式签署合作协议，敲定在泰国境内利用可再生氢能生产 1000万吨绿氨的重大项目。根据合作规划，双方将合资在泰国北柳府投建一座占地面积达540万平方米 的可再生能源综合工厂。项目将充分依托泰国得天独厚的资源与区位优势：一方面借力当地丰富的水资 源及充足的太阳能、风能发电潜力，保障绿能生产的原料与能源供给;另一方面依托泰国作为全球海运 物流枢纽的战略地位，大幅提升产品运输效率。 产品流通方面，协议明确了分级输出方案。Lupro将把泰国工厂生产的部分绿氨通过韩国全罗北道新万 金港运回国内，定向用于混燃发电、氢燃料电池电站及工业制造等领域;剩余产能则将借助Ma集团的渠 道优势，远销至东南亚及欧洲市场。 ...

三菱重工宣布，已将构建以氨为载体的氢能供应链列为战略核心，后续将以此次中试成果为基础，重点 推进氢能需求端周边的中型分布式氨裂解系统研发。该技术已入选日本新能源产业技术综合开发机 构"竞争性氢能供应链构建技术开发"项目，企业将联合日本触媒、北海道电力等合作方加速技术落地。 相较于传统依赖燃烧器供热的制氢技术，这套蒸汽加热系统展现出双重核心优势：一是反应温度显著降 低，直接推动设备运营成本大幅下降；二是无需配备燃烧炉，使装置具备突出的小型化潜力，为后续贴 近应用场景的灵活部署奠定基础。 中化新网讯 近日，据报道，三菱重工业株式会社宣布，在氨裂解制氢技术领域实现重大突破。其位于 长崎县研发创新中心的中试装置，成功以蒸汽为加热源完成氨裂解反应，制备出纯度达99%的氢气。这 一全球首创的技术方案，标志着该企业创新氨裂解系统研发取得关键性进展。 ...

Core Viewpoint - The article discusses the advancements and strategic positioning of Baotou Zhongke Xuanda New Energy Technology Co., Ltd. in the solid-state hydrogen storage materials sector, highlighting its technological innovations, production capacity, and market expansion efforts in both domestic and international markets [3][5][15]. Technological Development - Zhongke Xuanda was established in 2017, focusing on the research and industrialization of rare earth magnesium-nickel battery materials and solid-state hydrogen alloy materials, aiming to commercialize hydrogen energy technologies that were previously only in the research phase in China [7]. - The company successfully built a pilot production line with a capacity of 200-300 tons, overcoming challenges in material formulation, process design, and production equipment over nearly two years [7]. - The firm has optimized existing hydrogen storage materials to enhance performance in terms of cycle life, kinetics/thermodynamics, and reaction temperature, indirectly achieving cost reduction and efficiency improvement [7]. Production Capacity - 2024 is identified as a pivotal year for Zhongke Xuanda's production capacity, with the completion of a major solid-state hydrogen production base in Anqing, achieving an annual capacity of 3,000 tons [8]. - The company operates a dual-base strategy with the Baotou base focusing on rare earth magnesium-nickel battery materials and the Anqing base specializing in solid-state hydrogen materials, covering various product categories to meet diverse market needs [8][11]. Market Application - Zhongke Xuanda's hydrogen storage materials are designed for specific applications, ensuring a precise match between material types and usage scenarios, including emergency power supply systems and high-performance charging stations [12]. - The company has established multiple practical cases, including collaborations with leading forklift manufacturers and projects for emergency power supply in high-altitude areas [12]. Market Expansion - The company is actively expanding its international presence, having established partnerships with clients in the USA, France, Germany, and Bulgaria, focusing on high-value solid-state hydrogen materials for export [15]. - Zhongke Xuanda's future development strategy includes continuous product iteration, targeting solid-state hydrogen applications in large-scale renewable energy storage, and developing customized solutions for industry challenges [15].