Core Viewpoint - The company plans to acquire a 3.3644% stake in Baoshilai New Materials Technology (Suzhou) Co., Ltd. from SANY Hydrogen Energy Co., Ltd. for 21.604384 million yuan to strengthen its position in the hydrogen energy sector and enhance market competitiveness [1] Group 1 - The acquisition is part of the company's strategic planning to reinforce its hydrogen energy industry layout [1] - The company aims to integrate industry chain resources and enhance synergy through this acquisition [1] - The focus is on accelerating product upgrades and iterations, as well as exploring new product forms to address industry competition and solidify market position [1]

Core Viewpoint - The company JinDi Co., Ltd. has signed a strategic cooperation framework agreement with Baoshilai New Materials Technology (Suzhou) Co., Ltd. to leverage their respective strengths in hydrogen energy components and electrode technology for mutual benefit and long-term collaboration [1] Group 1: Strategic Cooperation - The agreement emphasizes principles of equality, mutual benefit, complementary advantages, long-term cooperation, and joint development [1] - The collaboration aims to integrate JinDi's expertise in hydrogen energy component R&D and manufacturing with Baoshilai's technological advantages in electrodes and nickel mesh products [1] Group 2: Goals and Outcomes - The partnership seeks to develop core competitive hydrogen energy collaborative products through deep cooperation in market, product, technology, and capital [1] - The strategic alliance is expected to promote resource complementarity, collaborative innovation, and win-win cooperation between the two companies [1]

Core Viewpoint - The company JinDi Co., Ltd. has signed a strategic cooperation framework agreement with Baoshilai New Materials Technology (Suzhou) Co., Ltd. to leverage their respective strengths in hydrogen energy components and electrode technology for mutual development and competitive advantage in the hydrogen energy sector [1] Group 1: Strategic Cooperation - The agreement is based on principles of equality, mutual benefit, complementary advantages, long-term cooperation, and joint development [1] - The collaboration aims to integrate JinDi's expertise in hydrogen energy component R&D and manufacturing with Baoshilai's technical strengths in electrodes and nickel mesh products [1] - The partnership seeks to create synergistic products in the hydrogen energy field that possess core competitiveness through deep cooperation in market, product, technology, and capital [1] Group 2: Goals and Outcomes - The strategic cooperation is expected to enhance resource complementarity and collaborative innovation between the two companies [1] - The focus is on developing competitive hydrogen energy collaborative products that will lead to win-win outcomes for both parties [1]

人民财讯1月5日电，金帝股份（603270）1月5日公告，公司拟使用2160.44万元受让三一氢能有限公司 持有保时来新材料科技(苏州)有限公司(简称"保时来")3.36%股权。保时来是一家集研发、生产、销售制 氢用镍网、电极等核心零部件为一体的高新技术企业。本次投资意在加强公司在氢能产业的布局，实现 资源共享、技术交流，探索新的产品形态，促进双方技术、产品升级，进而提高、巩固双方的市场地 位。 ...

Core Viewpoint - Jindi Co., Ltd. announced plans to acquire a 3.36% stake in Baoshilai for 21.6044 million yuan and signed a strategic cooperation framework agreement with Baoshilai New Materials Technology (Suzhou) Co., Ltd. to enhance collaboration in hydrogen energy components and related technologies [1] Group 1 - Jindi Co., Ltd. intends to use 21.6044 million yuan to acquire a 3.36% stake in Sany Hydrogen Energy Co., Ltd. [1] - The strategic cooperation framework agreement aims to integrate both companies' technological advantages in hydrogen energy component research and manufacturing, as well as in electrodes and nickel mesh [1] - The agreement is effective upon signing by the legal representatives or authorized representatives of both parties and will last for five years [1]

Core Viewpoint - JinDi Co., Ltd. has signed a strategic cooperation framework agreement with Baoshilai New Materials Technology (Suzhou) Co., Ltd. to leverage their respective strengths in hydrogen energy components and electrode products for mutual development and competitive advantage in the hydrogen energy sector [1] Group 1: Strategic Cooperation - The agreement is based on principles of equality, mutual benefit, complementary advantages, long-term cooperation, and joint development [1] - The collaboration aims to integrate JinDi's R&D and manufacturing strengths in hydrogen energy components with Baoshilai's technological advantages in electrodes and nickel mesh products [1] Group 2: Market and Product Development - The partnership will focus on deep cooperation in market, product, technology, and capital aspects to create synergistic products with core competitiveness in the hydrogen energy field [1] - The goal is to achieve complementary advantages and win-win cooperation through this strategic alliance [1]

Core Viewpoint - The company plans to acquire a 3.3644% stake in Baoshilai from SANY Hydrogen Energy Co., Ltd. for 21.604384 million yuan, aiming to strengthen its position in the hydrogen energy sector and enhance market competitiveness [1] Group 1 - The acquisition is part of the company's strategic planning to reinforce its hydrogen energy industry layout [1] - The company aims to integrate industry chain resources and enhance synergy through this acquisition [1] - The focus is on accelerating product upgrades and iterations, as well as exploring new product forms to address industry competition and solidify market position [1]

格隆汇1月5日丨金帝股份(603270.SH)公布，公司与保时来新材料科技（苏州）有限公司（简称"保时 来"）签署了《战略合作框架协议》，本着"平等互利、优势互补、长期合作、共同发展"的原则，希望 通过战略合作，整合公司在氢能源部件的研发制造优势与保时来在电极、镍网等产品的技术优势，通过 在市场、产品、技术及资本层面的深度合作，共同打造在氢能等领域具有核心竞争力的协同产品，实现 优势互补、合作共赢。 ...

"年薪开到20万元以上，要招一位合格的氢能设备维护技师，仍是'一才难求'。"近 期，一位氢能企业家的感叹，道出行业普遍的焦虑。 当前，全球氢能发展全面提速。截至2 0 2 4年，全球已公布15 00余个氢能项目，58个 国家及2个区域组织发布氢能发展战略。而在我国，氢能年产量与消费量已超3650万 吨，加氢站突破5 6 0座，产业规模居世界首位。但规模扩张的背后，是专业人才供给 与产业高速发展之间的严重失衡。 人才短缺，已成为制约氢能产业跃升的瓶颈。氢能产业链条长、技术密集度高，从制 氢、储运、加注到燃料电池及多元应用，各环节均存在亟待突破的技术。与此同时， 氢能应用正从交通领域向工业、储能、发电等多场景快速拓展，对复合型、应用型人 才 的 需 求 呈 现 几 何 级 增 长 。 人 才 缺 口 已 成 为 制 约 产 业 从 " 示 范 探 索 " 迈 向 " 规 模 化 应 用"的突出问题。 遇的诞生。通过丰富的应用实践为各类人才提供施展才华的广阔天地，让每一位投身 到氢能事业的人才都能找到属于自己的舞台。 塔尖——高端智力。 院士、专家高屋建瓴，把方向、定标准、破卡点。 塔身——转化中坚。 项目经理、工 ...

Report Summary 1. Report Industry Investment Rating No information provided. 2. Core Viewpoints The report focuses on the latest policies, industry developments, and upcoming events in the hydrogen energy industry. The National Development and Reform Commission is promoting the national green hydrogen, ammonia, and alcohol planning layout, and multiple regions have introduced relevant industrial policies. There are also many significant industrial developments, such as the launch of new projects and the delivery of new products. Additionally, a major industry conference is upcoming [3][6][12]. 3. Summary by Directory 3.1 Industry Policies - The National Development and Reform Commission promotes the national green hydrogen, ammonia, and alcohol planning layout, including building zero - carbon transportation corridors and stations, increasing new energy supply, etc. [3][6] - Beijing encourages the construction of renewable energy projects in factories and explores the use of hydrogen energy [6]. - Urumqi plans to add no less than 20,000 tons/year of green hydrogen production capacity by 2027 [6]. - Guangzhou Baiyun promotes the application of hydrogen - fuel - cell vehicles and supports the construction of hydrogen refueling stations [6]. - Shandong Zhaoyuan focuses on developing nuclear power, wind and solar equipment, energy storage batteries, and hydrogen production industries [6]. 3.2 Industry Dynamics - A 100 - million - yuan project for 100 sets of 1000 - standard - cubic - meter alkaline electrolyzer components is about to start [7]. - Kunhua Technology delivers 200 hydrogen - powered heavy trucks in Xinjiang Hami [8]. - Dalian Shipbuilding delivers the world's first methanol - dual - fuel - powered intelligent VLCC, with significant emission reduction [8]. - Rongcheng New Energy starts the trial operation of the first batch of hydrogen - assisted two - wheeled vehicles [8]. - Jieqing Technology delivers a new small - power closed - type air - cooled system for a German hydrogen - powered drone inspection project [8]. - A 3.534 - billion - yuan project for alloy solid - state hydrogen storage materials in Inner Mongolia is approved [8]. - A 4 - billion - yuan green hydrogen project of China Guangdong Nuclear Power is in the environmental impact assessment publicity stage [8]. - China National Coal Group signs a 200,000 - ton green methanol project in Inner Mongolia [8]. - Dongfang Hydrogen Energy unveils the "Hydrogen Intelligence Safety Center" [8]. - Sunlight and Longji are pre - selected for the bid of 29 alkaline electrolyzers of State Power Investment Corporation [9]. - CIMC Enric and Datang Hainan plan to cooperate on a green methanol project in Hainan [9]. - The first "carbon compensation" trade in the hydrogen energy field in China is completed in Zhejiang Jiaxing [3][9]. - China's first million - ton - level near - zero - carbon steel production line is fully connected, with a potential carbon reduction of 50% - 80% [3][9]. - Fujian's first hydrogen - powered zero - carbon bus demonstration line (Xiamen Route 736) is opened [3][9]. 3.3 Investment and Financing Events No investment and financing events are reported [10]. 3.4 Industry Conference Forecast The 2nd China Hydrogen Energy and Fuel Cell Technology Conference will be held from January 22 to 23, 2026, in Hefei, Anhui. The conference focuses on the innovation of the entire hydrogen fuel cell industry chain, and many well - known enterprises and institutions will participate [12].