"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 势银年会： 2025势银氢燃年会（2026年1月6-8日，宁波） 点此报名 添加文末微信，加 燃料电池 群 电解槽作为制氢系统的核心装备，其长期运行可靠性与效率是整个产业健康发展的基石，而在 这宏大图景中， 密封垫片虽处于方寸之间，却肩负着保障电解槽安全、稳定、绝缘与高效运行 的重任 ，其重要性不言而喻。基于此，势银（TrendBank）团队调研了 氟达氢能源科技（镇 江）有限公司（简称：氟达氢能） 。 氟达氢能自2020年成立以来，专注于ALK、PEM、AEM等技术路线密封垫片与极框的研发、 生产与服务，凭借深厚的技术积淀与前瞻的产业布局， 已稳步成长为主流电解槽制造商值得信 赖的密封领域核心合作伙伴 ，其产品与解决方案为中国绿氢产业的规模化应用提供了坚实而可 靠的支撑。 技术为基与服务为本，构筑全面产品与解决方案 氟达氢能的卓越实力，深深植根于对材料科学的深刻理解和持续创新的工艺追求。面对ALK、 PEM、AEM三种技术路线各自独特的运行环境，无论是强碱性、弱酸性还是弱碱性工况，氟达 氢能都建立体系化材料开发和选型能力与产 ...

注：如提及个股仅供参考，不代表投资建议。指数/基金短期涨跌幅及历史表现仅供分析参考，不 预示未来表现。市场观点随市场环境变化而变动，不构成任何投资建议或承诺。文中提及指数仅供参 考，不构成任何投资建议，也不构成对基金业绩的预测和保证。如需购买相关基金产品，请选择与风险 等级相匹配的产品。基金有风险，投资需谨慎。 华福证券指出，美国对中国光伏关键设备关税豁免期限延长一年，为中国光伏企业维持对美出口提 供了关键缓冲期。电力设备方面，攀西特高压或批准计划明年开工，总投资231亿元；甘肃—浙江 ±800kV特高压输电工程取得关键进展，预计投运后每年可为浙江输送超360亿千瓦时电能，其中新能源 占比超50%。风电领域，中国风电企业全球竞争力不断增强，中国电建2026年风机框架招标量同比增加 40%，对风电装机预期乐观。储能行业迎来发展机遇，11月国内储能系统均价小幅下降，独立储能占比 近九成，储能设施正式纳入REITs范围将破解融资瓶颈。氢能领域，国家能源集团3.73亿液氢项目获批 建设，能源局公布首批41个氢能试点项目，产业加速发展。 碳中和50ETF（159861）跟踪的是环保50指数（930614），该指数从沪深 ...

Group 1 - The core viewpoint of the article highlights that Guofu Hydrogen Energy (02582) has seen a stock price increase of 3.03%, reaching HKD 28.60, with a trading volume of HKD 57.57 million [1][5] - The company’s board has decided to repurchase its H shares in the open market, with a total repurchase cap of HKD 50 million, depending on market conditions and the regulations of the repurchase authorization [1][5] - Guofu Hydrogen Energy has signed a formal agreement with South Korean companies BTE and Hylium to collaborate on the development and manufacturing of natural gas reforming hydrogen proton exchange membrane power generation module products, which will be sold to data centers in the U.S. through Hylium's wholly-owned subsidiary [1][5]

Core Viewpoint - The Jilin Provincial Committee of the Communist Party of China has released recommendations for the 15th Five-Year Plan for the province's economic and social development, focusing on future industries and strategic positioning in emerging sectors [1] Group 1: Future Industry Development - The plan emphasizes the importance of seizing opportunities in future industries such as artificial intelligence, hydrogen energy, new energy storage, aerospace information, biomanufacturing, and atomic-level manufacturing [1] - A high-performance computing cluster will be established to promote the "Artificial Intelligence +" initiative, aiming to develop a comprehensive intelligent and humanoid robotics industry [1] - The hydrogen energy industry will be accelerated, with a focus on creating a "Hydrogen +" industrial ecosystem and promoting applications like hydrogen-powered intercity trains to establish hydrogen transportation corridors [1] Group 2: Technological Advancements - The plan advocates for the development of high-efficiency, low-cost new battery products and the research of next-generation satellite products [1] - It aims to build an integrated information infrastructure and service system that combines space, ground, and remote sensing technologies [1] - There is a strong emphasis on advancing bioproducts and developing new biological health products, alongside tackling key technologies in high-precision equipment, advanced materials, and micro-nano manufacturing processes to accelerate industrialization [1]

智通财经APP获悉，国富氢能(02582)早盘涨近5%，截至发稿，涨3.46%，报28.72港元，成交额4286.88 万港元。 消息面上，国富氢能宣布，董事会已决定，自公告日期起至购回一般授权届满期间内，公司将视乎市场 情况及购回一般授权的规定，不时于联交所公开市场购回公司H股，购回总额上限为5000万港元。 值得注意的是，国富氢能近日与韩国BTE及Hylium在韩国正式签约，以合作开发及制造天然气重整制氢 质子交换膜发电模块产品。根据该协议，该产品由公司供应的天然气重整制氢设备与BTE供应的燃料电 池发电设备组成，将透过Hylium在美国的全资附属公司销售至美国数据中心。 ...

此次试验的成功，不仅解决了氢气储存与输送中的一项关键技术难题，也为我国氢能储运安全技术积累了重要经验。相关成果将有助于完善氢能行业安全标 准，推动氢能产业链各环节协调发展，为我国氢能规模化应用提供坚实保障。 本次试验构建了一个完整的模拟测试平台，真实还原了管道在实际运行中需要排放氢气时的不同场景，包括不点火的安全排放和点火燃烧排放，并测试多种 压力和工况条件下的安全表现。研究成果将直接应用于未来大口径氢气管道建设，提升管道运行安全水平。 国家管网集团工程技术创新公司新能源工程技术中心主任喻斌介绍，通过试验平台，系统获取了氢气浓度分布、火焰结构、热辐射强度和影响范围等核心参 数，能清晰掌握高压力条件下氢气放空的流动与扩散规律，实现1MPa至10MPa多级压力、多种立管高度、多种立管口径和不同阻火器配置工况全覆盖。 记者从国家管网集团获悉，12月10日，国内首次10兆帕高压力氢气管道全尺寸放空试验成功实施，这项试验如同氢气管道的"安全模拟考"，填补了我国在该 领域的技术空白，标志着我国氢气管道安全技术迈上新台阶。 要实现氢能广泛应用，必须确保氢气长距离输送的安全和稳定。在管道运行中，有时需要进行计划检修或遇到突发 ...

Core Viewpoint - Hydrogen energy is recognized as a key driver for energy transition and achieving carbon neutrality goals, with a clear national strategy emerging for its development in China [3][5]. Industry Development - By the end of 2024, China's hydrogen production capacity is expected to exceed 50 million tons per year, with a consumption scale surpassing 36.5 million tons, leading the world in both metrics [4]. - Research indicates that by 2030, China's green hydrogen production could reach 3 million tons, potentially creating a market worth over 1 trillion yuan [4]. Pilot Projects - The National Energy Administration has initiated hydrogen energy pilot projects to promote innovative management models and explore diverse development paths for the hydrogen industry [5]. - Nine regional pilot projects have been established across various provinces, focusing on three main directions: large-scale renewable hydrogen production, full-chain development, and technological innovation and application expansion [5][6]. Regional Focus - The pilot regions are strategically selected based on resource endowments and industrial foundations, ensuring comprehensive regional coverage [6]. - The "Three North" regions leverage wind and solar resources to become core areas for green hydrogen production, while eastern regions focus on technological research and high-end applications [6].

江苏区域创新能力跃升至全国第二，特别是基础研究取得新的突破，苏州实验室升级为国家实验室，五年来共有6项成果入选"中国科学十大进展"。与"十 三五"末相比，全省高新技术企业数量增长超70%，近九成的专利授权由企业创造、超八成的科技平台和高层次人才都在企业。制造业高质量发展指数连 续五年全国领先，国家先进制造业集群数量居全国第一。动力电池、新型电力装备、集成电路、节能环保、生物医药、软件、海工装备、轨道交通装备等 战略性新兴产业规模位居全国第一。全省未来产业核心企业总数超3100家，营收规模超7500亿元，占战略性新兴产业比重约10%左右。其中，合成生物、 新型储能、氢能等产业整体发展水平全国领先。"江苏制造"叫得更响：从C919大飞机的关键部件，到全球领先的盾构机；从新能源汽车到智能家电，江 苏制造的身影已经遍布全球。 江豚、东方白鹳……珍稀物种齐聚江苏 江苏做好"区域互补、跨江融合、南北联动"大文章。长江经济带和长三角一体化发展联动推进，比如说长江江苏段只占长江通航里程的1/7、承担的货运 量占到了70%，长三角生态绿色一体化发展示范区成为跨区域协作的生动样板。南北结对帮扶，差距不断缩小。统筹推进新型城镇化和 ...

Core Viewpoint - The National Energy Administration has announced the first batch of hydrogen energy pilot projects, including 41 project pilots and 9 regional pilots, aimed at promoting the development of hydrogen energy as a key driver for energy transition and achieving carbon neutrality goals [1][5]. Group 1: Pilot Projects Overview - The 9 regional pilot projects are located in Jilin, Ningxia, Hebei, Inner Mongolia, Guangdong, Jiangsu, Shandong, Hubei, and Sichuan, focusing on three directions: large-scale renewable hydrogen production, full-chain development, and technological innovation and application expansion [1][5]. - The pilot projects are designed to explore diverse pathways for hydrogen energy development and to create replicable experiences that support the full-chain development of hydrogen energy [5][6]. Group 2: Industry Development and Goals - By the end of 2024, China's hydrogen production capacity is expected to exceed 50 million tons per year, with an annual production and consumption scale surpassing 36.5 million tons, ranking first in the world [4]. - Research indicates that by 2030, China's green hydrogen production could reach 3 million tons, potentially forming a market worth over 1 trillion yuan, positioning the country at the forefront globally [4]. Group 3: Challenges and Strategic Directions - Despite the promising outlook, the hydrogen industry faces challenges such as an incomplete industrial system, high production and transportation costs, and limited application scenarios [5]. - The pilot projects aim to address these challenges by focusing on technological and model breakthroughs, with regional pilots promoting collaborative development of the industrial ecosystem [5][6].

（来源：OFweek氢能） OFweek氢能讯，近期，法国燃料电池制造商Symbio宣布，将把员工人数从目前的650人减少到175人， 幅度超过70%，这是Symbio重大重组计划的一部分。 资料显示，Symbio成立于2010年，由佛瑞亚、米其林和斯特兰蒂斯三家公司各持股三分之一。其核心 业务是研发和产业化高性能氢燃料电池系统，产品可适配氢燃料公交车、电动卡车、物流设备、工程机 械设备等移动场景，以及固定式零排放发电机组。 目前，Symbio拥有欧洲最大的综合燃料电池生产基地Symphony，还在美国加利福尼亚设有生产基地， 且工厂获得IATF16949认证。相关解决方案已累计助力车辆行驶超1000万公里，同时也在助力斯特兰蒂 斯推进欧洲首个氢动力轻型商用车项目。 Symbio的困境，也是欧洲氢能产业战略转向的缩影。此前，欧洲曾雄心壮志要打造强大的氢能产业， 但反复的政策变动和缓慢的进展，让企业失去了耐心，2024年雷诺与Plug Power的合资氢能企业 Hyvia，已经破产清算，现在Symbio又宣布裁员减产，前景也不容乐观。 （来源：OFweek氢能） OFweek氢能讯，近期，法国燃料电池制造商Sy ...