"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 燃料电池 群 近期，沛县中金商贸有限公司固态金属储氢叉车、氢能观光车、氢能观光船、氢能共享单车采购项 目中标结果公告。根据结果公示，中标人为江苏新氢动力科技有限公司，中标价为3277万元。其 中，固态金属储氢叉车120台，氢能观光车10辆，氢能观光船10艘，氢能共享用单车200辆。 鲲华科技 | 中鼎恒盛 ◆ 图文版 枡水科技 | 中汽创智 | 亿纬氢能 | 新氢动力 | 现代汽车 | 中联重科 | 骥之翼 rendBank 据了解，该项目位于江苏省徐州市沛县，于6月5日发布招标公告，招标人沛县中金商贸有限公司， 招标预估金额为3280万元(含税)。 文章 来源： 势银（TrendBank） ◆ 视频版 林志发 | 势银绿色能源事业部运营 扫码交流&加产业交流群 请注明身份来意 >>> TrendBank 势 银 扫码查看"势银是 什么样的公司" 势银 (TrendBank) 势银(TrendBank) 是中国领先的产业 ...

添加文末微信，加 长时储能 群 当全球航运业在减排压力下寻找出路时，氢能如同一把钥匙，悄然打开了内河绿色航运的大门。 由于船用领域功率需求大、能源需求量大、纯电动船舶竞争力小等原因，进入21世纪后，船用领域 就一直被氢能产业视为重要的应用市场。国际海事组织（IMO）认为，到2050年，每年的全球绿色 氢能需求达3000万吨，而氢能将满足全球航运燃料需求的15%。 当前，我国氢燃料电池技术已具备商业化应用基础：高功率密度、短加注时间、长续航里程等特 性，使其尤为适合大功率、长航程场景。从2023年开始，国内首艘内河氢燃料电池工作船 "三峡氢 舟 1 号" 投入运营，正式拉开氢能在内河航运的序幕。其 300kW 燃料电池系统可实现零排放，相 较于锂电池船舶，氢能船舶在能量密度（氢热值为柴油的 2.7 倍）和长周期储能方面优势显著，更 适应远洋及复杂水域作业需求。该船舶的成功应用，也在极大程度上激发了国内氢能及燃料电池产 业链玩家的热情，打开了行业对于氢能在内河航运领域发展的无限遐想。 从数据上来看，氢能在内河行业的发展并非只是幻想，似乎正成为一种历史必然。截至2024年底， 我国内河船舶数量达到10.66万艘。全 ...

Core Viewpoint - Hydrogen energy is poised to play a significant role in future energy structures, but the industry, including hydrogen fuel cell vehicles, is still in the exploratory phase, facing challenges in technology, cost, and business models [2][3][4]. Industry Development - 2025 is identified as a critical year for the large-scale development of hydrogen energy, particularly in the heavy-duty commercial vehicle sector, which has vast application potential [2][4]. - The global hydrogen industry is undergoing a significant transformation, with China emerging as a leader in innovation and development [4]. - Predictions indicate that by 2030, the hydrogen energy industry will enter a rapid development phase, with cost competitiveness expected between 2030 and 2035 [3][4]. Economic and Technical Challenges - The hydrogen fuel cell vehicle industry is currently facing economic viability issues, with small industry scale and low competitiveness being key bottlenecks [6][7]. - There is a need for top-level design and timely policy support to avoid gaps in hydrogen energy and fuel cell industry policies [6][7]. - The industry must focus on technological innovation and collaboration to reduce lifecycle costs and improve safety [6][7]. Collaborative Efforts - The development of hydrogen energy requires collaboration across the entire industry chain, including market demand awareness and international cooperation [8]. - Establishing a resilient ecosystem and a complete supply chain is essential for reducing costs and ensuring profitability for all stakeholders [8][9]. Storage and Transportation - Low-pressure solid-state storage and liquid hydrogen are highlighted as effective solutions for overcoming hydrogen storage and transportation challenges [9]. - The integration of hydrogen energy with existing industries is crucial for future development, with an increasing proportion of hydrogen in pipeline networks anticipated [9]. Broader Applications - Beyond vehicles, hydrogen fuel cells have potential applications in maritime transport, with a focus on regulatory updates and infrastructure development [10].

就7月而言，需要关注以下几点：第一，每年7—8月是中报交易窗口期，按照中报预告有条件强制披露 规则，利润增速>50%的沪深主板绩优公司需要在7月15日之前披露预告，建议关注中报情况。第二，美 国对其他国家和地区"对等关税"的90天豁免即将到期，当地时间6月26日，美国财政部宣布与七国集团 （G7）达成一项协议，该协议将使美国企业免于缴纳其他国家征收的一些税收，作为交换，美国将从 特朗普政府的相关税改法案中撤销第899条款提案。中国外交部及商务部多次声明，坚决反制任何牺牲 中国利益换取美方关税减免的交易，建议密切关注经贸磋商进展。第三，建议关注7月底召开的重要会 议。期指操作上，更多以自下而上视角审视市场结构，重点关注IM的滚动做多机会。（作者单位：一 德期货） （文章来源：期货日报） 6月30日，财政部、税务总局、商务部发布《关于境外投资者以分配利润直接投资税收抵免政策的公 告》，通过税收抵免机制引导外资长期留存并再投资，体现了我国在复杂国际经贸环境下巩固吸引外资 竞争力的战略意图。政策要求，在境外投资者境内再投资期限内，被投资企业从事的产业属于《鼓励外 商投资产业目录》所列的全国鼓励外商投资产业目录，半导体 ...

楚天高速作为湖北交投的控股子公司，是湖北省内唯一一家公路上市企业，于2004年3月10日在上海证券交易所挂牌上市。湖北交投作为湖北省属大型国有 企业，业务涉及规划设计、工程建设、现代物流、区域开发、交通服务、交通科技及交通金融等多元化领域，为楚道氢能提供了坚实的产业支撑。 近日，湖北楚道氢能科技产业发展有限公司（以下简称"楚道氢能"）在湖北省正式成立，注册资本高达1亿元人民币。该公司由湖北省属大型国有企业湖北 交通投资集团有限公司（以下简称"湖北交投"）、上市公司湖北楚天智能交通股份有限公司（股票代码：600035，股票简称"楚天高速"）以及武汉临空港产 业创新发展有限公司共同持股，标志着湖北省在绿色能源产业布局上迈出重要一步。 楚道氢能的经营范围广泛，涵盖新兴能源技术研发、汽车销售、新能源汽车整车销售以及新能源汽车换电设施销售等多个领域。根据企查查股权穿透数据显 示，该公司股东结构明确：湖北交投通过间接方式持股51.292%，楚天高速持股30%，武汉临空港产业创新发展有限公司持股10%。 这一股权安排体现了湖北省在交通和新能源领域的资源整合，旨在推动绿氢技术的商业化应用。 经观汽车 武汉临空港产业创新发展有 ...

Core Viewpoint - The fixed asset investment in Rizhao City has shown a significant growth of 8.3% from January to May, ranking fourth in the province and achieving the highest position in six years [2][3]. Group 1: Investment Growth and Performance - From January to May, Rizhao City's fixed asset investment increased by 8.3%, which is 1.9 percentage points higher than the previous month, leading the province in growth rate improvement [2]. - The implementation rate of key provincial and municipal projects reached 90.88%, with a cumulative investment of 42.48 billion yuan, accounting for 53.6% of the annual investment plan, exceeding the scheduled progress by 11.9 percentage points [2]. Group 2: Project Planning and Development - Rizhao City has established a project promotion task force to focus on industrial transformation and upgrade, identifying large-scale, high-tax-capacity projects as primary targets for investment [3]. - A total of 1,001 projects have been cataloged, with 508 projects focused on industrial upgrades and social welfare, totaling an investment of 832.35 billion yuan [3]. Group 3: Investment Attraction Strategies - The city has utilized its unique resources to create an "urban scene list" and "investment opportunity list," promoting a model where good scenarios attract quality projects [4]. - In 2024, Rizhao plans to release a second batch of 187 investment opportunity projects, along with 30 projects for 2025, focusing on sectors like hydrogen energy and synthetic biology with a total investment of 239.68 billion yuan [4]. Group 4: Project Support and Financing - To ensure project construction, Rizhao has implemented measures such as on-site offices and collaborative meetings to address land, energy, and financing issues [5]. - The city has matched 139 projects with lead banks, providing credit of 10.333 billion yuan and loans of 1.949 billion yuan to 33 projects [5]. - A reform initiative has streamlined the approval process for project construction, reducing the time required from 20 working days to 5 [5].

Group 1 - Zhangjiagang City recognizes the importance of both "top talents" for industrial upgrading and "mass talents" for sustaining urban vitality in its long-term competitiveness [1] - The city launched a summer talent subsidy policy from July 1 to August 31, providing a value of "999 yuan+" for nationwide college students to explore Zhangjiagang [1][2] - The policy aims to create a "first stop" experience for young talents, integrating various high-quality resources in tourism, technology, transportation, accommodation, dining, and employment services [2][3] Group 2 - The policy offers two flexible options for visits: free travel and group study tours, allowing students to choose based on their interests and schedules [3] - Zhangjiagang's approach shifts from traditional "post-event rewards" to "pre-event experiences," targeting the summer vacation period for social practice and study tours [3][4] - The city has implemented various measures to attract young talents, focusing on their needs and providing substantial support for housing, dining, and transportation [4] Group 3 - Zhangjiagang's "Strong Foundation" plan aims to attract over 51,000 new talents with college degrees by 2027, including 36,000 graduates under 35 [5] - The summer talent subsidy policy is a direct implementation of the "Strong Foundation" plan, encouraging young talents to explore entrepreneurial opportunities [5] - The city offers a "zero rent" incubator for startups, providing nearly 17,000 square meters of space and free support for initial projects [5][6] Group 4 - Zhangjiagang has developed a complete hydrogen energy industry chain, attracting young talents to join its growing hydrogen energy sector [7] - The city has over 460,000 talents, including 45,000 high-level talents and 132,800 skilled talents, contributing to the development of its "4+4+N" industrial system [7] - The integration of industry and talent is a key goal for Zhangjiagang, focusing on collaboration between enterprises and educational institutions to cultivate necessary research and skilled talents [8]

Core Viewpoint - The hydrogen energy industry in Shaanxi is rapidly developing, with significant advancements in technology, production capacity, and market applications, positioning the region as a leader in the hydrogen economy in China [1][2][4][7]. Group 1: Technological Advancements - Shaanxi has established a large-scale hydrogen combustion research institute in Xixian New Area, focusing on enhancing hydrogen production efficiency and technology [1]. - The Xi'an Jiaotong University team has developed a fully autonomous hydrogen fuel cell stack production line, achieving an annual output of 2,000 units valued at approximately 300 million yuan [1]. - Shaanxi Tongchen and Light Low-Temperature Technology Co., Ltd. has successfully developed hydrogen liquefaction technology, enabling the first domestic test flight of a liquid hydrogen-powered drone [2]. Group 2: Economic Viability - The production cost of green hydrogen is a critical barrier to its large-scale development, with current costs around 45 yuan per kilogram, which is expected to drop to 25 yuan per kilogram after the completion of a new hydrogen production project [3][4]. - The use of organic liquid hydrogen storage technology can significantly reduce transportation costs from 23.3 yuan per kilogram to approximately 10-11 yuan per kilogram, enhancing the economic feasibility of hydrogen transport [4]. Group 3: Market Expansion - The hydrogen energy corridor between Xi'an, Weinan, and Hancheng is facilitating the large-scale application of hydrogen-powered heavy trucks, with operational costs balanced by low hydrogen production costs [6]. - The first hydrogen energy bus line in Shaanxi has been launched, demonstrating the practical application of hydrogen technology in public transportation [6]. - Shaanxi's hydrogen energy products are also being exported, with the first batch of hydrogen-powered heavy trucks sent to Australia, meeting or exceeding local standards [7]. Group 4: Future Projections - By the end of 2025, Shaanxi aims to achieve a hydrogen production capacity of 50,000 tons per year and have over 200 hydrogen enterprises, with an expected industry output value of 4 billion yuan [7].

来源：龙城科创基金 对接需求请扫码 每日｜荐读 榜单： 「2025投资机构软实力排行榜」评选启动 峰会： 「2025母基金年度论坛」盛大启幕：汇聚中国力量！ 热文： 一纸新规，炸出一级市场的管理费焦虑 热文： 今年，上市公司热衷做并购基金 近日，为发挥长期资本、耐心资本、战略资本作用，促进江苏省战略性新兴产业发展，着力打造发 展新质生产力的重要阵地，江苏省战略性新兴产业母基金（以下简称"省级母基金"）与常州市共同 出资设立江苏常州新能源产业专项母基金（有限合伙）（以下简称"产业专项母基金"），规模50 亿元，现公开遴选产业子基金管理机构。 公告指出，该基金旨在支持常州市推动战略性新兴产业集群融合发展，优化地方现代化产业体系布 局，主要投资于新能源汽车先进制造、新型电力系统、新一代光伏技术、氢能、新型储能、深海深 空智能装备等领域。 公告中提出，直接投资于江苏省内企业的金额不低于各级政府出资总额，且在直接投资总金额中的 占比不低于70%。产业子基金直接投资常州企业，且在基金存续期内企业成长为江苏省专精特 新"小巨人"企业的，返投认定金额按本基金投资金额的120%计算；产业子基金直接投资常州企 业，且在基金存续期 ...

"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 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 势银咨询： 势银咨询顾问服务 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 ...