Core Viewpoint - The launch of the world's largest green hydrogen ammonia project by Envision Group marks a significant step towards the commercialization and scaling of the green hydrogen ammonia industry, contributing to local economic growth and energy transition strategies [1][2]. Group 1: Project Overview - Envision's green hydrogen ammonia project in Chifeng, Inner Mongolia, has a production capacity of 152,000 tons, with the first phase producing 32,000 tons [1]. - The project utilizes a zero-carbon industrial park model and full-stack green hydrogen technology to convert renewable energy into stable and transportable green ammonia [1][2]. - The project has been recognized at the 28th UN Climate Change Conference (COP28) and was awarded the Energy Transition Innovator Award, highlighting its role in global clean energy transformation [2]. Group 2: Technological Innovations - The project features an AI-driven, dynamic coupling of wind and solar energy with hydrogen ammonia production, ensuring 100% green electricity connection [2]. - Envision has developed the world's largest independent new power system to provide reliable green electricity for production [2]. - The EnOS intelligent IoT operating system optimizes the operation of each segment, maximizing the utilization of green electricity [2]. Group 3: Industry Impact - The green hydrogen ammonia project is expected to significantly contribute to decarbonization in industries such as chemicals, shipping, and steel [3]. - Envision aims to transform the Gobi Desert's abundant wind and solar resources into green fuels, positioning Chifeng as a new energy hub [3]. - The project exemplifies China's innovative technologies in renewable energy, promoting global prosperity and a zero-carbon future [3].

证券研究报告 | 行业周报 2025 年 07 月 09 日 电力设备及新能源 PEM、AEM 电解槽技术有所突破，多地发布推动氢能发展政策 行情回顾：截至 2025 年 7 月 4 日，氢能源指数收盘价为 2135.09 点，本 周涨跌幅为 1.03%，2025 年初至今涨跌幅为 20.16%。氢能行业周涨幅前 五的公司为雪迪龙、凯美特气、盛德鑫泰、中材科技、华光环能，涨幅分 别为 31.74%、27.46%、22.40%、20.71%、20.06%；氢能行业周跌幅前 三的公司为光智科技、泰和科技、新迅达，跌幅分别为-15.82%、-9.40%、 -9.13%。 重点事件点评：内蒙古 12 套 1000Nm³/h 碱槽氢储项目获备案；全国首条 跨省绿氢管道内蒙古段获批；东莞首批氢能两轮车投运；摩洛哥大型绿色 氢能项目最新进展；英特利制氢电源保障 ACWA 乌兹别克斯坦绿氢工厂产 氢成功；乌兹别克斯坦塔什干绿氢项目成功实现产氢；广州启动氢车与加 氢站全面接入市新能源智能汽车监测平台工作；四川推动氢能"制储运用" 一体化，引领商业化新进程；六部委发展新能源清洁能源船舶，推动氢燃 料电池动力技术应用；明阳氢能新一 ...

"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（银川）长时储能产业大会（7月14日-15日，宁夏·银川） 点此报名 重要会议： 2025势银绿氢产业大会（8月27-28日，江苏·无锡） 点此报名 添加文末微信，加 燃料电池 群 7月8日， 两则重大利好消息为氢能产业发展注入强大动力 ：习近平在山西考察时再次点名发展"氢 能"；国家发展改革委、工业和信息化部、国家能源局发布的《关于开展零碳园区建设的通知》明 确鼓励探索氢电耦合开发利用模式，探索氢能、生物质等替代化石燃料和原料。 01 习近平再次点名发展氢能 据新华社报道，7月8日上午，习近平听取山西省委和省政府工作汇报，对山西各方面取得的成绩给 予肯定，对下一步工作提出要求。习近平指出， 建设国家资源型经济转型综合配套改革试验区是 党中央交给山西的一项战略任务 ，要进一步统一思想，保持定力，坚定有序推进转型发展。重点 要抓好能源转型、产业升级和适度多元发展。要在扛牢国家电煤保供责任前提下，推动煤炭产业由 低端向 ...

"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 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。 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 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 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 绿氢项目及下游消纳动态 TrendBank 碧 裙 国内项目达788个 ...

"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（银川）长时储能产业大会（7月14日-15日，宁夏·银川） 点此报名 重要会议： 2025势银绿氢产业大会（8月27-28日，江苏·无锡） 点此报名 添加文末微信，加 绿氢 群 近日，许继电气首个35MW柔性IGBT制氢电源项目成功落地。据悉，该项目是许继电气签约中船 （邯郸）派瑞氢科技有限公司35MW柔性IGBT制氢电源项目，也是今年国内单次招标数量最大的 柔性IGBT制氢电源项目。该产品可适用于绿电制氢，尤其适用弱并网或离网制氢系统。 值得一提的是，许继电气的供货设备为HBL200系列IGBT型制氢电源，先前已通过第三方检测、中 国电工技术学会产品鉴定，在中科院上海高等研究院PEM制氢试验系统、兰石集团绿氢制储用一 体化试验示范项目等项目中成功应用。 BC FF : III FIE China Electrical Equipment 股票代码:000400 文章 来源： 势银（TrendBank） H2 H2 ...

在全球能源转型的关键赛道上，氢能，特别是绿氢（可再生能源电解水制氢），正从示范迈向助力能源转型的重要力量之一。阳 光氢能，作为绿氢技术先行者，正以其系统性创新，破解效率与规模化的行业难题，定义未来氢能行业的新方向。在AI与产业深度融 合的今天，氢能企业又该如何锻造核心竞争力？作为一家专注于可再生能源电解水制氢技术研发和生产的企业，阳光氢能快速崛起并 引领行业的密码是什么？ 技术破局：直击效率与规模化核心痛点 绿氢产业的核心在于效率提升与规模实现，技术创新是根本驱动力。阳光氢能紧抓数智化窗口期，在产品结构、材料及智能化上 实现重大突破，有效解决电解槽衰减、能耗和成本等行业难题。 2024年，阳光氢能全球首发300Nm³/h PEM电解槽，突破国内PEM单槽产氢量,多项指标赶超国际水平；同年发布2000+Nm³/h数智 化碱性电解槽，在催化剂、电极、流场设计等关键环节取得突破，并搭载数字化管理系统，实现全景监控、安全防控和健康管理，通 过传感器、数据采集与智能算法，实现电解槽状态可视化、运行安全与调控优化。数智化电解槽与PWM制氢电源组成"黄金搭档"，配 合Hybrain智慧氢能管理系统，构建起在深度数智化基础上 ...

Group 1 - Xi Jinping emphasized the development of wind power, hydrogen energy, and other energy sources to build a new energy system while ensuring coal supply responsibilities [1] - The coal industry is encouraged to transition from low-end to high-end products, moving from primary fuels to high-value products [1] Group 2 - Trump announced a 50% tariff on copper products and up to 200% on pharmaceuticals, causing New York copper futures to surge by 17% to a record high [2] - The potential tariffs could increase costs for many industries reliant on copper and disrupt the global copper supply chain [2] Group 3 - The State Council issued a directive to promote the application of AI large models and new technologies in government services to enhance administrative efficiency [3] - The focus is on ensuring safety while steadily advancing the integration of these technologies [3] Group 4 - Tongwei Co. stated that there is no confirmed news regarding the recent rumors of silicon material storage, but prices for silicon materials have significantly increased [4] - The photovoltaic sector is actively responding to market conditions, leading to notable performance among silicon material companies [4] Group 5 - The Chinese government is set to release June CPI data, which may impact market expectations and investment strategies [5] - Investment advice emphasizes avoiding foolish mistakes rather than trying to appear overly clever, highlighting the importance of long-term advantages [5] Group 6 - Various securities firms suggest that "anti-involution" and AI are key drivers for market growth, with potential for major financial and cyclical resource sectors to lead the way [6][7] - There is a high probability of the Shanghai Composite Index breaking through the 3500-point mark, with financial and technology sectors expected to play crucial roles [7] Group 7 - Seven departments jointly released opinions to accelerate the construction of a universal childcare service system, indicating growth potential in the maternal and infant sector [8] - Zhejiang province launched a consumption promotion action for the summer of 2025, focusing on cultural tourism and sports events, which may benefit related sectors [9] Group 8 - Meta reportedly invested $3.5 billion in a European partner for AI smart glasses, which are expected to be a key application for AI technology [10] - The market is anticipated to enter a phase of intensive new product releases, benefiting the related industry chain [10] Group 9 - Shen Shen Fang A reported a net profit of 85 million to 120 million yuan for the first half of the year, marking a year-on-year increase of 1411.70% to 2034.17% [11] - Shengnong Development expects a net profit of 850 million to 950 million yuan for the first half of the year, reflecting a year-on-year growth of 732.89% to 830.88% [13]

习近平指出，建设国家资源型经济转型综合配套改革试验区是党中央交给山西的一项战略任务，要进一步统一 思想，保持定力，坚定有序推进转型发展。重点要抓好能源转型、产业升级和适度多元发展。要在扛牢国家电 煤保供责任前提下，推动煤炭产业由低端向高端、煤炭产品由初级燃料向高价值产品攀升，同时着眼于高水平 打造我国重要能源原材料基地，配套发展风电、光伏发电、氢能等能源，构建新型能源体系。要扎实推进传统 产业转型升级，围绕发展新质生产力因地制宜布局新兴产业和未来产业，逐步形成体现山西特点、具有比较优 势的现代化产业体系。要用好多元发展条件，优化营商环境，激发经营主体活力，把资源优势更好转化为发展 优势。 习近平强调，转型发展必须牢牢守住安全稳定底线。要着力稳就业、稳企业、稳市场、稳预期，强化"一老一 小"等重点民生保障服务，兜牢困难群众基本生活。要深化党建引领基层治理，强化社会治安整体防控，常态 化开展扫黑除恶，依法打击各类违法犯罪活动，确保社会大局稳定。要一体推进治山治水治气治城，全面加强 防沙治沙和流域水土流失治理，持续推进重点行业节能降碳，扎实开展矿山生态修复，切实维护生态安全。要 强化安全生产，严格落实各项监管制度， ...

在国家"双碳"目标和内蒙古自治区"建设国家重要能源和战略资源基地"目标引领下，内蒙古积极发展氢 能装备制造产业，推动氢能装备制造向高端化、规模化、安全化方向迈进。 （文章来源：新华财经） 依托丰富的风光资源和政策支持，内蒙古正通过全产业链布局、技术创新驱动和产业生态构建，全力打 造全国绿氢先行示范区，这其中，氢能装备制造是关键的一环。 从内蒙古自治区能源局获悉，内蒙古充分整合资源与技术优势，氢能装备制造产业已初具规模，涵盖储 输氢材料、碱性电解槽、PEM电解槽、制氢电源等，主要分布在鄂尔多斯、包头等地区。截至2025年6 月，自治区重点实施9个在建氢能装备项目，总投资28.02亿元，产品种类达10种。制氢设备设计产能 650台套，较2023年底增长160%，预计年底产能突破750台套；固态储氢装置产能2200套、储（贮）氢 材料产能3300吨／年、储输氢管材产能5000吨、储氢瓶8.5万支；制氢电源50台、纯化分离装置产能15 台套；已投产AEM、PEM电解槽产能0.2GW，在建PEM电解槽产能0.25GW。 下一步，内蒙古将继续加大招商引资力度，围绕氢能全产业链发展目标，从政策协同、场景应用、技术 攻关等多 ...

Group 1 - The core viewpoint is that the hydrogen fuel cell vehicle industry is at a critical juncture, with the onboard hydrogen storage system being a key breakthrough for large-scale commercialization [1] - The CEO of Hailida, Shen Junhao, acknowledges that while hydrogen energy development has not met market expectations, the company continues to integrate hydrogen energy into its strategic deployment [1][4] - Hailida has established a comprehensive layout in the hydrogen energy sector, covering hydrogen production, storage, and application across various fields [1] Group 2 - Hailida has secured a foothold in the mid-low pressure valve products for hydrogen energy, with some products already leading the market [2] - The company is advancing the implementation of high-pressure valves and hydrogen injection modules, while also developing hydrogen storage controllers and software [2] - The value of valve products in the hydrogen storage segment is significant, particularly for pressure-reducing valves and bottle valves rated at 70 MPa [2] Group 3 - The hydrogen fuel cell vehicle market faces cost reduction challenges for hydrogen storage valves, influenced by the demand from OEMs [3] - Many OEMs may opt for industrial valves due to cost considerations, which do not meet automotive-grade standards [3] - Currently, the hydrogen storage valve market is predominantly occupied by imports from countries like Canada, Italy, and the United States [3] Group 4 - The increase in domestic companies entering the hydrogen valve market is accelerating the localization process [4] - Hailida's traditional automotive business has established a robust supply chain, R&D, and manufacturing capabilities, providing a solid foundation for its hydrogen energy business [4] - The diversification across hydrogen energy, traditional power systems, and thermal management enhances overall operational stability and sustainability for the company [4]