东京湾的加氢站空转着，偶尔驶入的燃料电池车像博物馆展品——这幕场景揭开了残酷现实：日本最后一个对华技术优势彻底崩塌了。2025年6月新鲜出炉 的全球氢能专利评估报告里，中国在制造、储运、安全三大核心领域全部登顶。要知道十年前日本还稳坐头把交椅，如今连专利评分都被甩开身位。更扎心 的是国际能源署数据：中国氢能年消费量3650万吨，占全球三分之一还多。这场逆转哪是什么技术竞赛？分明是产业逻辑的降维碾压！ 战略错判让日本栽了大跟头 日本押注家用燃料电池车二十年，结果全国推广量不到8000辆。加氢站建设成本高得吓人——单座5亿日元（2500万人民币），比充电站贵20倍。服务站里 平均只有2.3辆车在排队，连停车场都不如！反观中国直接跳过花架子，把氢能砸进重卡和炼钢炉。2024年中国氢能重卡保有量1.2万辆，吃下全球76%市 场。宝武钢铁的氢基竖炉、河钢氢冶金项目贡献全国50%需求。你们想想：重卡跑货运能赚钱，钢厂用氢能降碳排放——这才是真刚需！ 日本现在连底裤都快保不住了。三菱重工退出电解槽市场，旭化成的高端技术困在高成本里商业化无门。丰田第三代燃料电池转商用？晚了！ 中国早把76%市场份额圈进自家院子。最惨的是那些 ...

Group 1 - Sichuan is actively promoting investment cooperation and project implementation through various initiatives, including investment cooperation conferences and the launch of industrial investment funds [1] - Deyang held an investment cooperation conference that attracted over 50 investment institutions and announced financing needs exceeding 3 billion yuan, focusing on strategic emerging industries such as high-end equipment and biotechnology [2] - Deyang's investment needs include 600 million yuan from Bohai New Energy and over 100 million yuan from other local enterprises, highlighting the vitality of Deyang's industrial development [2] Group 2 - Guangyuan is implementing a comprehensive investment promotion strategy for the green home furnishing industry, with over 10 investment promotion activities conducted in various provinces [3] - The city has identified over 80 key enterprises for investment and is leveraging the influence of leading companies to attract upstream and downstream businesses [3] - Guangyuan aims to introduce more than 20 quality enterprises through high-standard industry conferences and professional investment agencies [4] Group 3 - Leshan has launched a 60 billion yuan industrial investment fund group, inviting global fund management companies and industry investors to collaborate [5] - The fund group consists of a 4.5 billion yuan guiding fund and additional specialized funds, covering various industrial clusters including photovoltaic and green chemicals [6] - Leshan plans to establish a collaborative funding mechanism involving local governments and social capital to enhance investment effectiveness [7]

Group 1 - Egypt is launching the largest green hydrogen plant in the Middle East, covering an area of 127 square kilometers with a total investment of $17 billion and an annual production capacity of 400,000 tons of green hydrogen [1] - The new administrative capital of Egypt will feature the first skyscraper powered by green hydrogen, a 50-story building that integrates office and residential spaces, expected to start construction in the second half of 2025 and be completed by 2030 [1] - The skyscraper will utilize a hybrid power supply model combining green hydrogen and solar energy, with integrated photovoltaic panels expected to meet about 25% of its electricity needs [1] Group 2 - The Egyptian government has implemented several policies to promote the hydrogen industry, including prioritizing green hydrogen and green ammonia production, storage, and export as part of national economic development [2] - A new green hydrogen subsidy law was passed, offering tax reductions ranging from 33% to 55% and exemptions from VAT, stamp duty, and customs duties on imported raw materials and equipment [2] - By 2030, Egypt aims to achieve a green hydrogen production capacity of 1.5 million tons, increasing to 5.8 million tons by 2040, with 3.8 million tons designated for export, contributing nearly $18 billion to the GDP and creating over 100,000 jobs [2] Group 3 - International cooperation in Egypt's hydrogen sector has flourished, with companies like Abu Dhabi Future Energy Company, Norwegian energy firms, and TotalEnergies investing in green hydrogen and ammonia projects [3] - Chinese companies are also actively participating in Egypt's hydrogen projects, including a joint venture to build a 250 MW electrolysis system expected to produce 50,000 tons of green hydrogen annually by 2029 [3] - Experts highlight that Chinese investment and technological support are providing strong momentum for Egypt's green economy development, with expectations for further practical cooperation in the hydrogen sector [3]

Group 1 - Central enterprises are intensively investing in strategic emerging industries and future industries, with a total scale of 600 billion yuan for the newly established funds by China Guoxin [2] - China Guoxin has invested in over 300 projects with a total amount exceeding 120 billion yuan, with nearly 80% allocated to strategic emerging industries [2] - The establishment of the hydrogen energy industry chain venture capital fund by Sinopec marks the largest fund focused on hydrogen energy in China, with an initial scale of 5 billion yuan [3] Group 2 - Local state-owned capital is accelerating the construction of an innovation upgrade ecosystem, with China Pacific Insurance launching a 500 billion yuan fund [4] - The Shanghai leading industry mother fund has selected 17 sub-funds with a total investment amount of 41.5 billion yuan, indicating a leverage ratio of 5.82 times [4] - Various regions are adopting models such as guiding funds and cross-regional cooperation funds to attract capital and upgrade industries [4][5] Group 3 - The introduction of a fault tolerance mechanism is aimed at activating patient capital, addressing the reluctance of some state-owned funds to invest [6][7] - Local state-owned assets in Guangdong, Shanghai, and Jiangsu are innovating systems to encourage investment, allowing for 100% loss in certain projects [7] - The transformation of state-owned funds into true long-term and patient capital is supported by the implementation of loss tolerance and differentiated assessment systems [7]

一、试点形式 试点形式分为项目试点和区域试点两种形式： 【DT新材料】 获悉，2025年6月4日，国家能源局在官网发布了《 国家能源局综合司关于组织开展能源领 域氢能试点工作 的通知 国能综通科技〔2025〕91 号 》（以下简称《通知》）。根据《通知》，国家能 源局将遴选部分项目和区域开展氢能试点工作，进一步推动创新氢能管理模式，探索氢能产业发展的多元化 路径，形成可复制可推广的经验，支撑氢能"制储输用"全链条发展。（文末可扫码阅读文件） 《通知》规划了11个试点方向，并对试点方向提出了一定的具体指标，部分试点方向的指标包括： 《通知》还以附件形式发布了《能源领域氢能试点工作规则（试行）》。 | 公开事项名称:国家能源局综合司关于组织开展能源领域氢能试点工作的通知 国能综通科技（2025）91 号 | | | --- | --- | | 索引号: 000019705/2025-00079 | 主办单位:国家能源局 | | 制发日期:2025-06-04 | | 《通知》中试点形式、试点方向和试点时间的相关信息如下。 项目试点： 依托项目试点推动氢能先进技术与关键装备推广应用，支撑开展各类标准可行性和有效性 ...

2025年是"十四五"规划的收官之年，也是"十五五"规划的谋划之年。 国家能源局能源节约和科技装备司副司长徐继林在4月例行新闻发布会上表示，国家能源局将持续推动 氢能产业政策接续发力，积极落实氢能纳入能源管理相关工作，加快推进氢能领域重大技术装备研制和 应用示范，促进"制储输用"全产业链发展，进一步完善氢能产业生态、优化产业发展环境，为"十五 五"时期氢能产业提质提速建立坚实的基础。 厦门大学中国能源政策研究院院长林伯强在接受21世纪经济报道记者采访时表示，氢能试点工作的全面 启动为行业提供了明确的政策导向，并将对氢能的未来规划与建设产生重要影响。从产业链的视角来 看，"制储输用"这四大核心领域涵盖了整个产业链的关键环节，而这些领域均面临着技术与经济方面的 挑战。 业内氢能专家向21世纪经济报道记者表示，中国氢能产业具备显著的比较优势。主要体现在两个方面： 一是成本优势突出，中国绿氢生产成本约为3—4美元/公斤，海外至少是6美元/公斤，更高可达超10美 元；二是发展动力更强，我国拥有大量可再生能源，特别是风电和光伏，当前绿电消纳面临电网接入和 市场化交易的限制，促使众多绿氢项目应运而生，作为绿电的下游出口渠道 ...

Core Viewpoint - The National Energy Administration of China has initiated a pilot program for hydrogen energy, aiming to innovate management models and explore diversified development paths for the hydrogen industry, supporting the entire hydrogen value chain from production to storage, transportation, and application [1][6]. Group 1: Pilot Program Details - The pilot program will include project and regional trials focusing on four main areas: hydrogen production, storage and transportation, application, and common support, with 11 specific directions outlined [4][6]. - In the hydrogen production direction, projects will be developed in areas rich in renewable resources, integrating hydrogen production with ammonia, alcohol, aviation fuel, and refining processes [4][5]. - For long-distance hydrogen transportation, various technologies will be tested to improve efficiency and reduce costs, including pipelines and liquid hydrogen transport, with specific capacity and distance requirements set [5][6]. Group 2: Implementation and Support - Projects are expected to be completed within three years, with priority given to those that meet certain criteria for long-term loans and support for major technological equipment [6]. - The National Energy Administration plans to promote successful pilot experiences nationwide, aiming to enhance the overall level of China's hydrogen industry [6][7]. - By 2024, China's hydrogen production and consumption scale is projected to exceed 36.5 million tons, making it the largest in the world, with a significant share of global renewable hydrogen production capacity [6][7]. Group 3: Market Response - Following the announcement of favorable policies, stocks of several hydrogen energy companies, including Yihuatong, saw price increases [8].

这项为期多年的研究项目将使可扩展的离网电源成为农村社区和军队的现实。 美国陆军研究办公室授予佐治亚理工学院及其合作伙伴2000万美元，用于开发可扩展的、有效的将铝转 化为氢能的方法。该项目可能会带来一种新的、低成本的、清洁的、高效的、由废弃材料提供动力的能 源。 George W. Woodruff机械工程学院教授、材料科学与工程学院教授、Eugene C. Gwaltney Jr.制造主席 Aaron Stebner将与战略能源研究所联邦倡议负责人Scott McWhorter一起监督佐治亚理工学院的多年工 作。 除了来自佐治亚理工学院的几名团队成员外，该项目还包括来自谷堡州立大学、21世纪伙伴关系、 MatSys和德雷塞尔大学的研究人员。 McWhorter说："铝能够与水——甚至是废水和径流水——发生反应，产生氢气、电力和热能。如果铝 能有效地转化为储存的能量，它可能会改变游戏规则。" 该团队的目标是试验铝的材料特性，这样它就可以被廉价地制造出来，从而产生一种高效的反应，产生 低成本、清洁的氢。 Stebner说："拥有这种能力将使军事基地减少对使用外部电网的依赖。他也是佐治亚制造人工智能项目 的联合主 ...

"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 2025年6月10日，国家能源局发布了关于组织开展能源领域氢能试点工作的通知。这份"通知" 明确 了下一阶段氢能的工作重点以及时间期限 ，并以 "项目试点" （原则上申报主体为项目业主单位） 以及 "区域试点" （原则上申报主体为牵头城市） 两大方式、11个具体发展方向予以明确支持，并 配套相关政策与激励措施。 在文件中，明确要求以2028年6月前为试点工作和项目投运完成时间界 限，并明确了"区域试点"由牵头城市所在的省级能源部门推荐报送，"项目试点"由省级能源主管部 门或中央企业总部推荐报送。 基于此，势银（TrendBank）认为，从现在开始到2028年， 氢能将再次迎来发展高潮。 同时势银 （TrendBank）发现，该"通知"文件将氢能 ...

行业报告:先进制造行业周报 2025年6月8日 中航证券有限公司 AVIC SECURITIES CO ... LTD. "稳定币第一股" Circle 上市,稳定币加速迈入主流金融体系 行业评级：增持 分析师：卢正羽 证券执业证书号：S0640521060001 分析师：闫智 证券执业证书号：S0640524070001 中航证券研究所发布 证券研究报告 请务必阅读正文后的免责条款部分 股市有风险 入市需谨慎 中航先进制造- -- 投资观点 1.本周专题研究:Circle业务收入及盈利来源主要依靠储备收入, ■ 重点推荐:信捷电气、北特科技、汉威科技、兆威机电、恒立液压、纽威股份、软通动力 ■ 重点跟踪行业——人形机器人： ■ 核心个假组合;信捷电气、北特科技、兆威机电、恒立液压、组威股份、三花智控、双林股份、鸣志电器、五洲新春、莱斯信息、纳睿雷达、轨通 动力、航锦科技、华伍股份、华阳集团、万马科技、绿的谐波、埃斯顿 ■ 本周专题研究：北京时间2025年6月5日，美国金融科技企业 Circle 成功登陆纽交所，正式成为全球"稳定币第一股"。公司股价相按发行价上涨 近2.5倍、总市值约为238亿美元。稳定币（ ...