Core Insights - The liquid hydrogen refueling station in Panzhihua, Sichuan, marks the first full-chain demonstration project for liquid hydrogen in China, encompassing production, storage, transportation, refueling, and usage [1][2] - The project is a collaboration between Dongfang Electric Hydrogen Energy Co., Ltd. and the Sixth Academy of China Aerospace Science and Technology Corporation, with a refueling capacity of 0.5 tons per day [1] - The station aims to support the road testing of the first domestic liquid hydrogen heavy-duty truck equipped with a 100 kg liquid hydrogen system, named "Shidai 1000" [1] Company and Industry Developments - The liquid hydrogen refueling station is the first in Southwest China to integrate high-pressure hydrogen refueling with direct liquid hydrogen refueling, achieving a significant milestone in the commercial application of liquid hydrogen in civilian transportation [2] - The heavy-duty truck utilizing the liquid hydrogen system has surpassed key technological challenges in storage and achieved national production, with a range exceeding 800 kilometers and a hydrogen source coverage of over 1000 kilometers [2] - The combination of hydrogen heavy-duty trucks with high-speed toll exemptions is expected to facilitate the widespread adoption of liquid hydrogen trucks and reduce costs [2]

Core Insights - The hydrogen energy industry in China is rapidly developing, transitioning from a nascent stage to a more mature phase, driven by supportive policies and technological innovations [1][2] - The focus for future growth includes overcoming cost barriers, enhancing policy guidance, and fostering open collaboration within the industry [2] Group 1: Industry Development - The hydrogen energy industry in China has achieved significant milestones during the 14th Five-Year Plan, establishing a preliminary full industrial chain ecosystem for hydrogen production, storage, transportation, and utilization [1] - Experts emphasize the need for continuous technological innovation to reduce the cost of green hydrogen, which remains a critical barrier to large-scale application [1][2] Group 2: Policy and Ecosystem - There is a strong call for more precise and pragmatic policies to support application-driven demonstration projects and create a stable, transparent, and predictable development environment for the hydrogen industry [2] - The establishment of an open and collaborative hydrogen industry ecosystem is essential, as the industry involves multiple sectors and cannot be developed by any single entity alone [2] Group 3: Regional Advantages - Panzhihua City has unique advantages for hydrogen energy development, including abundant hydrogen sources and resources that support hydrogen storage and transportation [2] - The local government is committed to promoting the widespread application of hydrogen energy and achieving high-quality development in the sector [2][3]

Core Viewpoint - The first integrated demonstration project for green hydrogen "production, storage, transportation, and refueling" by the Three Gorges Group has successfully completed debugging at the Inner Mongolia Sanxia Ulanqab source network load storage technology research and testing base, aiming to create a full-process closed loop for green hydrogen production and application [1][2]. Group 1: Project Overview - The project focuses on four core areas: hydrogen production, storage, transportation, and refueling, covering key processes such as water electrolysis for hydrogen production, multi-modal storage and transportation, hydrogen fuel cell power generation, and hydrogen refueling [1]. - The project aims to build a "hydrogen-electric coupling" new model by integrating the green hydrogen industry chain with solutions for renewable energy consumption challenges [1]. Group 2: Technological Innovations - In the hydrogen production phase, the project employs proton exchange membrane electrolysis technology to match the volatility of wind and solar resources, featuring a system designed for operational demonstration with second-level response capabilities [2]. - For storage and transportation, the project addresses industry pain points by implementing a multi-pressure level hydrogen storage system and developing related expansion machines, alongside constructing low-temperature liquid hydrogen tanks to meet seven-day storage needs [2]. - In the refueling and application phase, the project has established a hydrogen refueling testing platform that operates reliably in extreme cold conditions, achieving automated control throughout the entire process and supporting testing needs for two mainstream pressure levels of hydrogen refueling stations [2].

Core Insights - The first 110 kW seawater direct electrolysis hydrogen production system in China has passed expert review, marking a significant breakthrough in the engineering application of this global strategic technology [1][2] - The system has achieved over 500 hours of continuous stable operation, demonstrating its reliability and effectiveness [1][2] Group 1: Technological Advancements - The system addresses critical technical bottlenecks in seawater electrolysis, such as calcium and magnesium deposition, chloride ion corrosion, and short lifespan of equipment [2] - It utilizes low-grade waste heat from nearby industrial processes, allowing for efficient and stable conversion of seawater into high-purity green hydrogen [1][2] Group 2: Economic and Environmental Impact - The project enables the direct use of natural seawater for hydrogen production without complex pretreatment, significantly reducing hydrogen production costs and engineering complexity [2] - It supports the development of a distributed energy network that captures waste heat and produces green hydrogen locally, aligning with China's coastal industrial layout [2][3] Group 3: Future Directions - The project team plans to accelerate the development of new technologies for seawater electrolysis, contributing to the transformation of traditional industries and supporting China's dual carbon goals [3]

该项目不仅为绿氢规模化生产提供了新的技术路径，也为太阳能资源富集地区实现能源就地转化与利用打造了示范样板，对我国构建清洁低碳、安全高效 的能源体系具有积极意义。(何广丙、唐元龙) 据悉，项目以中国科学院过程工程研究所研发的"多面体钛酸锶聚光量子制氢氧电热一体化"技术为核心支撑，通过聚光装置驱动光催化材料，利用太阳能 实现了"零碳"制氢。项目总投资约6000万元，设计年制氢产能约200吨，日加氢能力可达1000公斤，所产氢气将主要应用于交通领域。 中国发展网讯12月4日，国内首个基于光解水制氢技术的商业化中试项目——攀枝花市多面体钛酸锶光催化制加氢一体站中试项目，在西区竣工投运。该 项目标志着我国在太阳能直接制氢技术产业化道路上迈出关键一步。 ...

最近氢能行业的关注度和热度明显提升，主要有两个方面的原因。首先是国家 政策的推动。氢能被提升为新增长级之一，并作为非电领域的重要能源消纳方 式，政策上的支持力度显著增强。例如，国富金能与韩国公司合作使用天然气 重整 PEM 燃料电池开拓美国数据中心电源市场，并计划在三年内实现不少于 1 GW 的订单。这些举措显示出行业内公司积极布局并快速推进相关业务。 其次 是成本下降和技术进步。在过去两年中，尽管二级市场变化不大，但产业端成 本下降非常迅速。例如，在车端，49 吨氢燃料电池重卡的价格从两年前的一百 三四十万元降至现在的一半左右。在部分领域已经实现了平价状态。此外，从 2024 年下半年开始，光伏和风电资源丰富地区的氢气出厂价已逼近 15 元以下， 有些地方甚至接近 10 元多，这使得车端实现全寿命成本平价成为可能。 PAM 燃料电池相较于 SOFC 具有供应链成熟、成本较低（每瓦低于一元 人民币）、灵活性强和单机规模大等优势，是进入数据中心燃料电池供 电市场的重要趋势。 国富氢能车载储氢系统产能达 10 万辆车，液氢项目规划 2 万吨，预计 2027 年实现 1 万吨产量，2028 年增至 2 万吨，并积极 ...

12月4日，全国首个基于"光解水"技术的商业化制氢项目与全国首个民用液氢加氢站在四川省攀枝花市 同日投运。攀枝花氢能产业的集群式突破不仅标志着我国"制储运加用"氢能产业链条再获新突破，也标 志着昔日的"百里钢城"朝打造"东方氢谷"新目标再进一步。 金沙江北岸，巴关河之西的河门口，坐落着攀枝花曾经的顶梁柱——502电厂。近年来，随着攀枝花能 源转型提速，这片煤灰遍布的电厂也脱胎换骨，生长出一片向阳盛开的"银色花海"。据攀枝花城建交通 集团党委书记、董事长陈曦介绍，这片"银色花海"是由攀枝花城建交通集团和北京纳欧氢电科技有限公 司共同投资建设的制加氢基地。 光解水制氢突破产业核心瓶颈 该基地是一个筑巢引凤、奠定产业集群基础的种子工程，采用了先进的"多面体钛酸锶聚光量子制氢氧 电热一体化技术"，陈曦表示。通过144台定日镜方阵，24个聚光制氢反应器及配套设备，该项目可直接 将收集到的阳光转化为氢能。 值得一提的是，马店液氢加氢站也解锁国内多项"首个"成就。该项目不仅是全国首个民用液氢充装站， 也是全国首个液氢"制储运加用"全链条示范工程，也是全国首个拥有"管道输氢+母子加氢"系统的加氢 站。据攀枝花钒钛高新区管委会 ...

12月5日，由四川省攀枝花市与中国产业发展促进会氢能分会共同主办，攀枝花市经济合作局、市经济 和信息化局及西区人民政府联合承办的"2025氢能产业链生态大会暨攀枝花氢能产业投资推介会"圆满落 幕。大会以"氢启新时代，链筑新未来"为主题，汇聚了政府、行业及企业界280余名嘉宾。 从地方发展层面看，"十五五"期间，各地因地制宜打通氢能"制储运加用"产业链，不仅是响应国家能源 转型的号召，更是抢占未来产业制高点的战略布局。攀枝花在氢能全产业链的先行探索与实践，已成为 具有借鉴意义的区域性发展样本。 打通氢能产业链是一项系统工程。会上，聚焦氢能产业发展的堵点，与会嘉宾也分享了各自的思考。 氢储运是连接氢气生产与终端应用的"关键桥梁"。国家电投集团科学技术研究院有限公司先进低碳技术 研究所高级经理、高级工程师孙晨表示，在氢气全产业链条中，存储和运输成本占总成本的30%-40%。 新建纯氢管道和利用在役天然气管道掺混氢气是现阶段管道输氢考虑的主要模式。他表示，管道输氢能 够显著降低氢气的单位输配成本，这一优势将为氢燃料电池汽车的规模化推广与市场化应用奠定经济可 行性基础。目前，由国家电投集团科学技术研究院、攀枝花川港燃气 ...

（原标题：G20峰会重申《巴黎协定》温控目标丨碳中和周报） 21世纪经济报道记者雷椰 李德尚玉 北京报道 促进民间投资。探索在海上风电、水利、核电等需省级以上审批或核准的重点领域项目民间投资参股比 例达到10%以上，其中海上风电项目不低于15%。此外，还提到支持工业领域设备更新和技术改造。支 持园区绿色低碳循环化改造，建成减污降碳园区6个。实施20个重点涉气产业集群改造提升，建成环保 绩效A级企业100家。 21碳中和课题组快评：G20峰会重申《巴黎协定》温控目标具有政治信号意义，但关键仍在于后续行 动。当前全球气候融资缺口巨大，各国实际行动与减排力度是否匹配承诺，将是践行《巴黎协定》的关 键。 2、国家能源局发布首批氢能试点名单 12月5日，国家能源局公告 2025年第6号文件下发。文件指出，为深入贯彻实施《中华人民共和国能源 法》，落实《氢能产业发展中长期规划（2021—2035年）》等有关要求，进一步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，国家能源局组织开展了能源领域氢能试点申报 和评选工作。经有关省级能源主管部门和中央企业推荐，国家能源局组织专家评审，并公示征求各方面 ...

Core Viewpoint - China's hydrogen energy industry is transitioning from pilot exploration to a new stage of orderly breakthroughs and large-scale applications, with specific targets set for the Wuhan metropolitan area by 2028 [1][2]. Group 1: Development Goals and Strategies - The Wuhan Development and Reform Commission aims for the hydrogen energy sector to achieve a total output value exceeding 50 billion yuan by June 2028, with the construction of over 30 hydrogen refueling stations and the promotion of more than 2,600 hydrogen vehicles [1]. - The first batch of hydrogen energy pilot projects includes 41 project pilots and 9 regional pilots, with the "Hubei Wuhan Metropolitan Area Hydrogen Energy Regional Pilot" being the only selected area in Central China [1][2]. - The application report for the Wuhan metropolitan area emphasizes a focus on "technological innovation and application expansion," establishing a spatial layout of "one core, two wings, and dual corridors" [2]. Group 2: Industry Landscape and Key Players - Wuhan is the earliest city to develop the hydrogen energy industry, hosting the largest hydrogen fuel cell R&D and production base in China [4]. - The city has established a hydrogen industry layout centered around the Wuhan Economic Development Zone, with over 70 key enterprises and research institutions in the hydrogen sector, achieving nearly 10 billion yuan in hydrogen output value, an increase of 11% [4]. - Huangshi is investing 3.438 billion yuan to create an integrated hydrogen energy industry chain, transitioning from a "mining city" to a "clean energy city" [4]. Group 3: Infrastructure and Project Implementation - The "Han-Yi" highway hydrogen energy demonstration line connects six cities, achieving over 160 tons of hydrogen consumption and reducing carbon emissions by over 1,600 tons [5]. - Following the pilot approval, the Wuhan metropolitan area plans to implement over 30 key projects with a total investment exceeding 24 billion yuan, covering hydrogen fuel cell applications and integrated green hydrogen production, storage, and usage [5]. - The region aims to leverage its educational advantages to accelerate the transformation of research results and promote demonstration applications in transportation, industry, and energy sectors [5]. Group 4: Future Growth and Market Potential - By 2030, China's green hydrogen production could reach 3 million tons, creating a market worth over 1 trillion yuan [2]. - The first batch of nine hydrogen energy regional pilots aims to explore practical pathways for hydrogen energy in the transformation and upgrading of traditional energy sectors [6]. - The hydrogen energy industry is expected to experience explosive growth in the next five years, driven by technological innovation and the increasing demand for green methanol in the shipping industry [11].