攀西地区氢能发展的资源禀赋与产业基础优势突出，凉山已建成清洁能源装机超5000万千瓦，攀枝 花工业副产氢理论年产能达6.3万吨。此前，四川明确提出支持攀西地区打造氢能产业示范城市和液氢 应用示范区。据介绍，两地已推动落实投资主体项目31个，总投资约36亿元，并持续滚动招引项目预计 超100亿元，力争到2028年年消纳氢气2万吨以上，实现年减排二氧化碳超20万吨。 "四川攀西能源领域氢能区域试点"聚焦技术创新与应用拓展方向，两地将立足自身优势构建协同发 展格局——攀枝花系统布局氢能制、储、输、用全链条，重点打造科技成果转化与装备制造基地，围绕 钒钛钢铁、矿山物流等场景推动氢能应用；凉山聚焦规模化绿氢制取，重点拓展绿氢化工、高原氢氧联 供、绿色物流、低空经济等创新应用场景。未来，两地计划联动开发600兆瓦可再生能源制氢项目，构 建"绿氢为主、副产氢为辅"的氢源供应体系。（记者 兰楠） 能源领域氢能试点旨在探索创新氢能管理模式和多元化发展路径，推动科技创新与产业创新深度融 合，全国共有41个项目和9个区域被列为首批试点。 国家能源局日前公布全国首批能源领域氢能试点名单，"四川攀西能源领域氢能区域试点"成功入 选，成 ...

Core Viewpoint - The city of Foshan is advancing its regional collaboration strategy, focusing on the "Northward Strategy" and "Westward Plan" to enhance industrial integration and upgrade traditional industries, aiming for sustainable growth and development [1] Group 1: Planning and Spatial Layout - Foshan is enhancing its land use planning by implementing a "two corridors, three screens, and multiple clusters" spatial layout, connecting industrial, ecological, and cultural resources along the Xijiang and Beijiang rivers [2] - The city aims to optimize regional functional positioning and promote high-quality development in designated areas, ensuring over 450 square kilometers of industrial land is available for traditional and emerging industries [2] Group 2: Industrial Collaboration - The city is focusing on industrial synergy by implementing the "Northward Strategy" and "Westward Plan," leveraging the Foshan North New Industry Park to attract future industries like biomedicine and hydrogen energy [2] - Foshan is collaborating with the Guangzhou metropolitan area to develop trillion-yuan industrial clusters in sectors such as ultra-high-definition video and smart equipment [2] Group 3: Infrastructure Development - Foshan is accelerating transportation infrastructure projects, including the extension of Qihua Road and the construction of Metro Line 4, to enhance regional connectivity [3] - The city is improving logistics efficiency by enhancing the capabilities of inland ports, aiming for over 60% improvement in import and export logistics efficiency [3] Group 4: Social Services and Public Welfare - The city is optimizing educational and healthcare resource allocation, promoting the exchange of quality teachers and establishing medical alliances to improve healthcare access [3] - Foshan is working to establish a comprehensive elderly care and childcare system, ensuring full coverage of services across urban and rural areas [3]

Core Insights - Hydrogen energy is recognized as an important clean energy source, with significant advancements in technology, diverse applications, and decreasing costs in China's hydrogen energy industry [1] Group 1: Industry Development - By the end of 2024, China will have 27,000 hydrogen fuel cell vehicles in operation, accounting for over 28% of the global total; 540 hydrogen refueling stations have been built, representing about 40% of the global total [2] - The cost of hydrogen production and consumption in China is expected to decrease by 15.6% and 13.7% respectively in 2024, indicating an approaching economic turning point for the hydrogen industry [5] Group 2: Technological Innovation - The South China region has established a complete industrial ecosystem with over 160 high-quality enterprises in the hydrogen energy sector, focusing on key materials, core components, and system integration [6] - The price of hydrogen fuel cell systems produced in the South China region has dropped from approximately 15,000 yuan/kW to 2,000 yuan/kW, showcasing the impact of technological advancements [5] Group 3: Application Scenarios - Hydrogen energy applications are diversifying, with projects like the hydrogen-powered inspection robots and hydrogen energy emergency power vehicles being developed for various scenarios [4] - The introduction of hydrogen-based products, such as hydrogen water machines and hydrogen fertilizers, is enhancing everyday life and agricultural practices [4] Group 4: Government Support - The government is promoting the high-quality development of the hydrogen industry through reforms in market access, regulatory mechanisms, and standard construction [3] - Initiatives include subsidies for hydrogen fuel cell vehicle tolls and integrating hydrogen transport vehicles into "green channels" [3] Group 5: Future Directions - The focus for future hydrogen industry development includes systematic breakthroughs in key technologies such as electrolysis, fuel cells, and green hydrogen storage and transportation [7] - There is an emphasis on increasing the utilization of green hydrogen across various industries, including power generation and petrochemicals [7]

绿电直连+设备降本，绿氢经济性逐步显现。国金证券以风电耦合制氢为例做新能源制氢项目经济性测 算，参考内蒙古政策，假设60%电量制氢，风电整机价格3.8元/kWh、储能价格0.85元/Wh、制氢设备价 格0.9元/W测算。从结果看，考虑到部分发电上网，新能源制氢项目整体运行具备经济性(IRR>6.5%)， 将使此前因收益率不足而停滞的众多绿氢项目具备启动条件。 智通财经APP获悉，国金证券发布研报称，25年氢能顶层关注度提升，国家层面政策频繁、定调高。氢 能在"十五五"对比"十四五"期间最大的区别在于政策的迫切性和基础建设的完备度更高，能源革命下半 场——非电领域脱碳，氢氨醇作为重要能源载体不可或缺，产业链整体迎来发展大机遇。行业尚处商业 化初期，主要受政策推动，重点布局国内外共振、需求确定性强、弹性大的方向。细分赛道上，建议关 注绿醇、制氢设备、燃料电池车以及SOFC(固体氧化物燃料电池)。 国金证券主要观点如下： 绿醇：全球需求共振，行业迎爆发和发展确定性 绿色甲醇以绿色航运为突破，国内外需求共振。欧盟碳税和IMO政策推动航运向绿色化转向，大趋势明 晰。短期从订单规模看，334艘甲醇动力船舶将陆续投运，带来 ...

Group 1 - The core point of the article is the establishment of Lanzhou Haitai Hydrogen Energy Technology Co., Ltd., which focuses on emerging energy technologies and hydrogen-related services [1] - The legal representative of the company is Mei Zhixuan, indicating a structured leadership [1] - The company's business scope includes research and development of new energy technologies, sales of hydrogen refueling and storage facilities, and energy storage technology services [1] Group 2 - Haitai Hydrogen Energy Technology is fully owned by Haitai New Energy, showcasing a clear ownership structure [1]

Core Viewpoint - The release and implementation of the group standard "Design Method for Explosion Protection of Hydrogen-Related Buildings and Containers" aims to enhance safety measures in the hydrogen industry, transitioning from experience-based judgments to precise calculations for explosion risk assessment [1][2]. Group 1: Standard Implementation - The standard, developed by various institutions including China Chemical and several universities, outlines design requirements for hydrogen-related buildings and containers, including calculations for explosion overpressure and maintenance requirements for explosion protection devices [1]. - It is applicable to industries involved in hydrogen production, storage, transportation, and usage, addressing potential explosion risks from hydrogen-air mixtures [1]. Group 2: Technical Requirements - The standard addresses deficiencies in existing gas or dust explosion standards regarding the accuracy of hydrogen explosion overpressure predictions, proposing specific technical requirements for calculation models and parameter selection [2]. - It includes a fitting calculation formula for maximum explosion pressure generated by hydrogen-air mixtures in buildings or containers without pressure relief openings, validated by extensive experimental data [2]. Group 3: Industry Impact - The implementation of this standard is expected to provide a solid safety assurance framework for the development of the hydrogen energy industry, supporting the safe and large-scale development of clean energy strategies in China [2].

高标准打造中国绿色氢都，郫都区从全国"并跑"到"领跑"。2018年以来，作为四川省最早确立的氢能应用示范区之一，郫都区在全省乃至全国氢能产业发 展实现了多个第一：全省第一座撬装式加氢站投入运行，全省第一条氢燃料电池公交线示范运行，西部第一条氢燃料电池生产线建成投产，西部地区第一 批氢燃料电池客车，全国第一座集加氢、加油为一体的综合示范加氢站…… 2019年4月22日，成都正式启动"绿色氢都"建设。作为成都市氢能产业发展规划（2019—2023）全产业链空间布局的主要承载地，郫都区按照成都市建圈 强链行动要求，聚力打造"国家级氢能源示范区"，建设研发、制造、检验检测等应用示范齐全的氢能产业园区。 2019年11月底，郫都区启动东方氢能产业园项目一期开工建设。建设第二年，郫都区域内已聚集厚普股份、法国液空、深冷股份、四川金星、东方氢能、 成都客车、氢能基金等上中下游相关企业和机构20余家，其中规模以上7家，郫都氢能产业发展再上新台阶。 积极探索氢能产业高质量快速发展之路，全力打造国内一流的氢能产品与技术输出基地。围绕绿色氢能全产业链发展，郫都区制定《成都市郫都区绿色氢 能产业发展专班工作方案》，确定一个重点项目（ ...

Core Insights - Yihuatong has established a new company, Beijing Yihuatong Energy Storage Technology Co., Ltd., to respond to national strategies for building a new power system and promoting green energy transition [1] - This move signifies Yihuatong's entry into the energy storage technology sector while continuing to focus on hydrogen fuel cells, aiming to create a synergistic energy solution of "Hydrogen-Storage-Use" [1] - The company has been actively developing hydrogen energy applications in regions such as Beijing, Hebei, Xinjiang, and Inner Mongolia, preparing for large-scale applications of hydrogen energy in various scenarios [1]

Core Insights - Suzhou, in collaboration with Nantong and Yancheng, has been selected for the "Jiangsu Coastal Hydrogen Energy Industry Innovation Collaborative Development Pilot" by the National Energy Administration, marking a significant step in the hydrogen energy sector [1][2] - The pilot aims to integrate regional hydrogen energy resources and explore a new model for cross-regional collaborative development, enhancing the entire hydrogen energy value chain from production to storage, transportation, and utilization [1] - Hydrogen energy is identified as one of the six key future industries in the "14th Five-Year Plan," with Suzhou prioritizing its development through various strategic documents and action plans [1] Industry Development - Suzhou has established a development framework centered around Zhangjiagang and Changshu, creating a comprehensive hydrogen energy industry chain that includes hydrogen production, storage, fuel cell manufacturing, and hydrogen station operations [2] - As of last year, nearly 100 hydrogen energy enterprises have been gathered in Suzhou, with over 30 large-scale companies contributing to an industry output value of approximately 15 billion yuan [2] - Suzhou's hydrogen energy companies are expanding internationally, establishing wholly-owned or joint ventures in countries such as Germany, Singapore, and Brazil, thereby enhancing their global supply chain and competitiveness [2] Future Plans - During the "14th Five-Year" period, Suzhou aims to leverage opportunities in future industry layouts and national hydrogen energy pilot projects, focusing on technological innovation and application expansion [2] - The city plans to accelerate core technology breakthroughs and actively explore new application scenarios to establish a world-class hydrogen technology innovation and equipment manufacturing hub [2]

Group 1 - The establishment of the 2 billion yuan Shaanxi Zhanxin Industry Development Fund marks the largest single AIC equity fund in Shaanxi since the expansion of the AIC pilot program [1] - The Shaanxi AIC equity investment pilot is part of a financial reform initiative aimed at guiding long-term bank capital to empower local hard technology and strategic emerging industries [1] - The fund focuses on eight strategic emerging industries, including new materials, hydrogen energy, new power, semiconductors, new energy vehicles, intelligent equipment, energy conservation and environmental protection, and aerospace [1] Group 2 - The Industrial and Commercial Bank of China (ICBC) Shaanxi Branch has established funds in cities like Xi'an, Xianyang, and Yulin to promote a positive interaction between technology, industry, and finance [2] - The bank leverages a comprehensive financial service model that includes equity, loans, bonds, guarantees, leasing, and consulting to support enterprises throughout their lifecycle [2] - The initiative aims to provide a full range of financial solutions to help enterprises connect with upstream and downstream partners, thereby enhancing the innovation development of Shaanxi's technology enterprises [2]