Group 1: Capital Market News - The US government announced an expansion of the 50% tariff on steel and aluminum imports, including hundreds of derivative products, effective August 18, 2025 [6] - Japanese companies are expected to face a significant impact from US tariff policies, with a projected total operating profit decrease of 3.5 trillion yen for 42 major listed companies in the current fiscal year [7] Group 2: Industry News - The Ministry of Commerce extended the anti-subsidy investigation period for imported dairy products from the EU until February 21, 2026, due to the complexity of the case [8] - Guangdong Province released funding management guidelines for innovation projects in artificial intelligence and robotics, with a maximum support of 50 million yuan per project [9][10] - Beijing is set to implement measures to accelerate the application of photovoltaic technology in infrastructure, focusing on urban areas and rural projects [11] - Chongqing is planning to advance the construction of hydrogen stations and promote renewable energy hydrogen production, with a focus on integrating with existing energy infrastructure [12] Group 3: Market Performance - As of August 18, 2025, the North Exchange 50 Index rose by 6.79%, while the overall A-share market showed positive performance with the ChiNext Index up by 2.84% and the Shanghai Composite Index up by 0.85% [3.1] - The North Exchange had a total of 271 constituent stocks with an average market capitalization of 3.352 billion yuan and a trading volume of 45.464 billion yuan, an increase of 16.888 billion yuan from the previous trading day [3.2] Group 4: Company Announcements - Guohang Ocean announced the completion of registration for its Singapore subsidiary, focusing on dry bulk shipping and related services [22] - Lintai New Materials reported a 67.72% year-on-year increase in revenue for the first half of 2025, reaching 205 million yuan, with a net profit growth of 167.81% [23] - Qingju Technology achieved a revenue of 351 million yuan in the first half of 2025, marking a 2.39% increase year-on-year, with new contracts signed amounting to 658 million yuan, a 29.50% increase [24]

内容概要：当前，中国撬装式加氢站行业尚处于市场示范推广阶段，凭借其"低成本投入、快速落地部 署"的核心优势，在港口物流、矿山运输等重型燃料电池车辆密集运营场景中加速渗透，成为区域氢能 补给网络的关键节点。随着燃料电池汽车保有量持续攀升，撬装站建设需求将迎来爆发式增长。截至 2024年，国内撬装式加氢站累计建成量已突破190座，占全国加氢站总量的35%，其中长三角、珠三角 及京津冀三大示范城市群占比超八成，区域集聚效应显著。2025年是氢能"十四五"规划收官之年，各地 将加速冲刺建设目标。例如，广东省规划2025年建成200座加氢站，撬装站占比预计达40%，进一步凸 显其在氢能基础设施建设中的战略地位。 上市企业：中国石化（600028.SH）、中国石油（601857.SH）、东方电气（600875.SH）、中联重科 （000157.SZ）、国富氢能（02582.HK） 相关企业：中集氢能科技（北京）有限公司、上海氢枫能源技术有限公司、青岛康普锐斯能源科技有限 公司、北京海德利森科技有限公司、北京普发动力控股股份有限公司、正星氢电科技郑州有限公司、山 东赛克赛斯氢能源有限公司 关键词：撬装式加氢站、燃料电池汽车 ...