据石景山区政府副区长胡浩介绍，在加快培育数字经济新赛道方面，通过市区联合出台《支持北京未来 数字空间创新试验区建设的若干措施》，打造数字经济"政策试验田"。下一步，首钢园将深入推进"两 区"建设，依托服贸会永久会址建设，对标国际一流会展目的地，打造国际"时尚、酷炫"的会展小镇。 聚焦科幻、元宇宙、人工智能三大赛道，构建科技文化数字融合的产业生态，建设北京国际科技创新中 心首钢高地。 据延庆区副区长、中关村延庆园管委会主任苏礼华介绍，下一步将向园区企业免费开放试飞测试空域， 开放应急救援、生态监测等全域无人机应用场景，让无人机在延庆 "用起来、飞起来"。完善低空飞行 服务管理办法，建设低空航路、电子围栏等设施，实施低空安全管防一体化示范工程，落实无人驾驶航 空器实名登记和操控员身份识别制度，确保空域安全。编制相关发展规划，制定专项支持政策，组建标 准化专家委员会，建立健全规则体系，探索与京津冀及西北部地区建立无人机常态化航线。 近年来，房山区积极构建绿色能源产业体系，通过政策引导、资源整合和技术创新，已形成以新型储 能、氢能为主导的绿色能源产业格局。房山区政府副区长高武军表示，在氢能领域，大力发展氢能装备 制造 ...

Group 1: Economic Development and Growth - The "Two Zones" initiative has led to high-quality development in key parks, supporting regional economic transformation and growth [1] - Financial sector in Xicheng District has seen an average annual growth of 6.9%, projected to reach 279.7 billion yuan in 2024, accounting for 34.3% of the city's total [1] - The asset scale of financial institutions in Xicheng is expected to grow at an average annual rate of 6.0%, reaching 156.05 trillion yuan in 2024, representing 70.3% of the city's total [1] Group 2: Industry and Innovation - Lize Financial Business District has increased its number of enterprises from 572 to over 1,300, with a double-digit annual tax revenue growth [2] - Shijingshan's Shougang Park has attracted 48 foreign-funded enterprises, achieving an annual output value exceeding 73 billion yuan [2] - Fangshan District is developing a green energy industry system, focusing on new energy storage and hydrogen energy sectors [3] Group 3: Technological Advancements - Zhongguancun Yanqing Park has established itself as a hub for low-altitude technology, particularly in drone development, with over 100 leading enterprises [4] - The drone industry in the park experienced a 47.7% year-on-year growth in output value and a 50.2% increase in revenue [4]

Market Overview - The indices collectively experienced slight increases, with the Shanghai Composite Index, Shenzhen Component Index, and ChiNext Index rising by 0.48%, 0.47%, and 0.22% respectively, indicating a mixed market sentiment [4]. Hydrogen Energy Sector - The hydrogen energy sector saw significant early gains, with stocks like Hupoo Co., Meijin Energy, and Jingcheng Co. experiencing sharp increases [7]. - Although the sector initially rose over 1%, it later retraced but ultimately closed up by 0.8%, suggesting a rotation of funds within the sector [8]. Real Estate Sector - The real estate sector showed strong performance, with stocks such as Yuhua Development and Greenland Holdings hitting their daily limits, contributing to a sector increase of 2.91% [10][11]. - The market's positive sentiment was likely fueled by expectations of favorable policies from upcoming top-level meetings [11]. New Urbanization - The new urbanization sector experienced a rebound, closing up by 1.09%, with stocks like Meili Ecology and New City achieving consecutive gains [13]. - The sector's performance was supported by announcements from the National Development and Reform Commission regarding the goals for urbanization by 2035, although the market had already reacted positively prior to this news [13]. Stablecoin Concept - The stablecoin sector experienced volatility, with stocks like Changliang Technology and Yinzhijie showing brief surges before declining [14][17]. - The sector's fluctuations were influenced by news of Ant Group collaborating with Circle Internet to integrate USDC stablecoin into its blockchain platform, which initially boosted market sentiment [14][15].

Market Overview - The market experienced a strong upward trend, with the Shanghai Composite Index stabilizing above 3500 points. Real estate stocks surged in the afternoon, with several stocks such as Huaxia Happiness and Deep Deep Housing A hitting the daily limit. Major financial stocks continued to perform well, with the four major banks reaching historical highs. The photovoltaic sector also saw a rebound, particularly in the organic silicon segment, with multiple stocks hitting the daily limit. Overall, over 2800 stocks in the Shanghai and Shenzhen markets rose, with a total transaction volume of 1.51 trillion yuan [1]. Real Estate Sector - The real estate sector saw significant gains, with stocks like Sifang New Materials and Yucheng Development hitting the daily limit. The National Development and Reform Commission emphasized increasing investment in new urbanization, which catalyzed the market. Additionally, around 20 cities, including Chongqing and Shenyang, have supported and optimized the "commercial to public" policy this year [4][5]. - According to the China Index Academy, to alleviate insufficient effective demand, some cities may further relax purchase and loan restrictions, while also accelerating the construction of affordable housing and optimizing land supply structures to promote a stable and healthy real estate market [5]. Pharmaceutical Sector - The pharmaceutical sector remained active, with stocks like Saily Medical and Lianhuan Pharmaceutical hitting the daily limit. Merck announced a $10 billion acquisition of Verona Pharma to enhance its COPD treatment product line. The National Healthcare Security Administration and the National Health Commission issued measures to support the high-quality development of innovative drugs, which include 16 initiatives to strengthen support for innovative drug research and development [6][7]. - The trend of Chinese innovative drugs going global is expected to enhance profitability and market space, leading to improved industry valuation levels. The adjustment plan for the national medical insurance directory and commercial insurance innovative drug directory is anticipated to be implemented in November [8]. Hydrogen Energy Sector - The hydrogen energy sector showed strong performance, with stocks like Huaguang Huaneng and Tianwo Technology hitting the daily limit. The emphasis on developing hydrogen energy as part of a new energy system was highlighted during a recent inspection by the General Secretary in Shanxi [9][10]. - The strategic position of hydrogen energy has been established, with local policies supporting its development. The renewable energy green hydrogen production capacity is expected to reach over 400,000 tons by 2025 in the Sanbei region. The construction of hydrogen pipelines is also entering a capital-intensive phase, with major state-owned enterprises as primary investors [10]. Other Notable Sectors - Other sectors such as consumer goods and finance showed localized activity, while military and digital currency high-priced stocks experienced declines [11]. - The market is also witnessing a focus on performance as the mid-year reporting period approaches, with expectations for continued improvement in the performance of innovative drugs and their supply chains [8].

"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 月报交付时间：次月10日-15日 交付形式：PDF月报 目 录 1、电解水制氢行业动态 添加文末微信，加 绿氢 群 势银（Trendbank）绿色能源事业部研究团队始终保持对行业动态的密切跟踪，针对氢能产业制储 运加用等方面进行分析研判。势银分析师定期或不定期地与产业链企业紧密互通，掌握最新的项目 动态、新品情况、技术发展趋势、交付信息等，并形成氢能产业月度报告及分析师观点，旨在为业 内各方参与者提供行业最新动态进展与决策参考。 1.1ALK电解水制氢行业动态 1.2PEM电解水制氢行业动态 1.3AEM电解水制氢行业动态 2、绿氢项目及下游消纳动态 3、氢储运&加氢站行业动态 4、燃料电池行业动态 示 例 国内项目达788个，2025Q1电解槽中标规模较同期增长超58倍 2.1 绿氢项目动态 2.2 绿醇项目动态 2.3 SAF项目动态 4.1 燃料电池系统及配套情况 4.2 燃料电池系统订单详情 4.3 燃料电池行业发展趋势分析 绿氢 ...

沉寂多时的氢能板块爆发！ 今天早上，A股市场氢能概念股突然大涨，美锦能源、京城股份、厚普股份一度涨停，卓越新能、亿华通、致 远新能、昇辉科技、华电科工等快速跟涨。港股京城机电股份大涨超11%，中国能源等跟涨。 氢能板块之所以今天爆发，很大程度可能是美股市场的映射。昨晚，美股氢能板块狂飙18%，是美股市场涨幅 第一的板块，4月底以来，氢能指数涨幅已超100%。龙头普拉格昨晚暴涨超25%，5月中旬以来，这只股票已 狂涨超150%。 那么，究竟发生了什么？ 暴涨 昨晚，美股氢能概念股再度狂飙，普拉格暴涨超25%，Bloom Energy Corp-A狂拉超18%，巴拉德动力大涨超 14%，燃料电池能源大涨5.66%。整个板块指数大涨超18%。从4月21日至今，美股氢能指数涨幅已经超过 100%。 据新浪财经，美国提议扩大以天然气为基础的航空燃料种类，较受关注的是一种名为合成煤油的燃料。这种燃 料是通过将氢气与捕获的二氧化碳结合而产生的。如果军事基地有天然气供应，利用这项技术可以直接在军事 基地生产航空燃料。这将消除大量氢气的运输和储存等问题。美国还提议使用一种被称为"零排放燃料"的航空 燃料变体。这种燃料基于"绿色 ...

Group 1 - The Hang Seng Index rose by 0.09%, gaining 22 points to close at 23,914 points, while the Hang Seng Tech Index fell by 0.44%. The morning trading volume in Hong Kong was HKD 125.7 billion [1] - Bitcoin prices reached a new all-time high, leading to a surge in cryptocurrency ETFs and related stocks. New Fire Technology Holdings (01611) increased by over 10%, Boya Interactive (00434) rose by over 16%, and Huaxia Ether (03046) gained 5.95% [1] - Puxing Energy (00090) surged by 177% after acquiring equity in HashKey Holdings Limited, marking its entry into the digital asset finance sector [2] Group 2 - Derin Holdings (01709) saw its stock price increase by 32% as it plans to tokenize assets valued up to HKD 500 million [3] - Chinese bank stocks rose again, with institutions increasing their holdings in H-shares. Zhengzhou Bank (06196) rose by 6.06%, Minsheng Bank (01988) increased by 3.98%, and Citic Bank (00998) gained 3.11% [3] - Solar stocks generally rose as silicon wafer manufacturers raised prices, indicating a potential acceleration in supply-side reforms in the industry. Xinyi Solar (00968) increased by 4.23%, GCL-Poly Energy (03800) rose by 2.46%, and New Special Energy (01799) gained 5.85% [3] Group 3 - Steel stocks rallied again, with industry production cut plans expected to accelerate, leading institutions to be optimistic about the industry's profitability and valuation recovery. Chongqing Steel (01053) rose by 8.76%, and Ansteel (00347) increased by 4.8% [3] - Jingcheng Electromechanical (00187) rose by over 10% as the hydrogen energy industry received a boost from multiple regions announcing policies to promote hydrogen energy development [4] - Sunny Optical (02382) increased by over 6% as Morgan Stanley indicated that the company is about to enter a new growth cycle, with emerging businesses expected to become a second growth engine [5] - Konica Minolta Optical (02276) rose by over 7%, breaking its previous high, with a projected net profit increase of over 30% year-on-year for the first half of the year, leading institutions to remain optimistic about the company's upward profit trend [6]

Group 1 - Natural gas and hydrogen concepts saw significant movement, with Thopu Co. hitting a 20% limit up [6] - Multiple financial sectors strengthened, with Nanhua Futures achieving consecutive gains and Yuexiu Capital rising over 5% [3] - Northern Rare Earth opened nearly 8% higher, expecting a net profit increase of 1883% year-on-year to 2.015 billion [3] Group 2 - The Hong Kong stock market experienced slight fluctuations, with the Hang Seng Index turning upward while the Hang Seng Tech Index saw a minor decline [4] - The stock of Juxing Legend continued to rise, gaining over 18% following news of Jay Chou's Douyin account surpassing 10 million followers [5] Group 3 - Green hydrogen projects are expected to see increased commencement rates due to falling electricity prices, rising carbon prices, policy support, and growth in green fuel orders [8] - The photovoltaic sector remained active, with Tuo Ri New Energy achieving three consecutive limits up and Huaguang Huaneng reaching six consecutive limits up [9] Group 4 - President Trump announced a 50% tariff on imported copper effective August 1, 2025, which could significantly impact various sectors of the U.S. economy [10] - Copper, the third most consumed metal globally, is primarily imported from Chile, and the tariff may lead to increased costs across multiple industries [11] - Following the tariff announcement, copper futures prices surged, reaching a record high with a 17% intraday increase [12]

Core Insights - Plug Power's shares surged by 19.4% following the announcement of an extended strategic partnership with a leading U.S.-based industrial gas company, which will supply liquid hydrogen at a reduced cost and enhance efficiencies in the hydrogen network [1][3]. Group 1: Deal Details - The strategic relationship between Plug Power and its partner has been extended through 2030, although specific details of the collaboration remain limited [3]. - The deal was facilitated by the recent passage of significant legislation, which is expected to provide strong market growth tailwinds in the near and mid-term [4]. Group 2: Financial Considerations - Despite the positive news surrounding the deal, Plug Power has a history of not posting profits, and the lack of concrete insights into how this deal will impact its financial condition raises concerns [4]. - Investors are advised to wait for the upcoming quarterly reports to assess any improvements in Plug Power's financials before making investment decisions [5].

7月7日，中集安瑞科旗下能源系统(上海)有限公司与江苏中纯氢能科技有限公司正式签署氢能业务战略 合作协议。双方就采用液驱氢能压缩机在绿氢以及氢交通领域的优势展开探讨并达成一致，双方将共同 推动绿氢制备、储运及终端应用示范项目的落地。作为合作的重点之一，中集安瑞科与江苏中纯将共同 开发可再生能源电解水制氢(绿电绿氢)项目。其中一个在新疆的共建绿氢项目将于2025年下半年落地， 内蒙古项目正在有序筹备中。(人民财讯) ...