2026年1月6-8日， 【2025势银氢能与燃料电池产业年会暨镇海区氢能产业发展合作对接会】 在 宁波镇海南苑望海酒店 隆重举行。 势银（TrendBank）董事长兼CEO 唐蔚波 为" 势银未来奖 "获奖企业颁奖—— 历经三天精彩议程后，1月8日晚， 【 2025势银氢燃年会闭幕式晚宴 · 势银未来奖&势银榜单颁奖典礼】 如期而至。 2025 势银未来奖&势银榜单由 鲲华 科技独家冠名支持 ，年会闭幕式晚宴 由 东拓新能源、未来氢能联合冠名支持 。 （ 左右滑动查看更多 ） 在众多业内人士的见证下，本次颁奖盛典重磅揭晓了 【 势银未来 奖】、【年度市场力奖】、【年度技术力奖】、【年度产品力奖】、【年度创 新力奖】、【氢能城市竞争力20强】、【氢能金融机构10强】 。 历史的江河奔腾不息 那些无法被时光冲淡的 是精神的凝聚、价值的沉淀 那些手执薪火磨砺前行的，终将引领未来 他们是时代的弄潮儿，走在市场和技术的最前沿 他们是新产业的破冰者，加速旧产业的转型升级 他们立存高远，意志坚定 他们冲锋陷阵，舍我其谁 他们脚踏实地，见微知著 他们把握趋势，走向未来 他们，便是势银未来奖的获得者 ▲ 势银（Tre ndB ...

"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 势银年会： 2025势银氢燃年会（2026年1月6-8日，宁波） 点此报名 2026年1月6日， 【2025势银氢能与燃料电池产业年会暨镇海区氢能产业发展合作对接会】 在 宁波镇海南苑望海酒店 隆重开幕。本次大会以 【洞察政 策新机，搭建合作平台，共迎产业破晓--谋画氢能新未来！】 为主题， 旨在搭建一个高端、专业、开放的交流平台，汇聚政府、产业 权威学术机构、 产业集团、上下游、新兴企业 ， 一同探讨氢能产业各个环节的发展方向与战略布局，以加快产业发展步伐。 在此，感谢本次会议 总冠名-- 保时来新材料 ， 势银未来奖 / 专场论坛/晚宴冠名-- 鲲华科技、新氢动力、中集氢能、昊臻氢能、中集洋山、 浙江氢越、东拓新能源、未来氢能 等企业的大力支持 。 会议签到▼ （左右滑动查看更多） 会议现场▼ （左右滑动查看更多） 1月6日上午， 大会正式拉开帷幕， 势银（TrendBank）董事长兼CEO 唐蔚波 发表主办方致辞 。 保时来新材料科技（苏州）有限公司 联合创始人、总工程师 王博 发表总冠名致辞。 宁波市政府副秘书长 励志 ...

往下翻，获取下载方式 ▼ 2026年1月6日， 【2025势银氢能与燃料电池产业年会暨镇海区氢能产业发展合作对接会】 在 宁波镇海南苑望海酒店 隆重开幕。本次大会以 【洞察政策新机，搭建合作平台，共迎产业破晓--谋画氢能新未来！】 为主题， 旨在搭建一个高端、专业、开放的交流平台，汇聚政府、产业 权威学术机构、产业集团、上下游、新兴企业 ， 一同探讨氢能产业各个环节的发展方向与战略布局，以加快产业发展步伐。 会上， 势银（TrendBank）董事长兼CEO 唐蔚波，鲲华科技董事长 王亚波，保时来新材料联合创始人、总工程师 王博，新氢动力董事长 陈海 涛，擎动科技总经理 朱威，梦氢能源副总经理 宋志刚 联合发布 《势银氢能与燃料电池产业年度蓝皮书（2025）》 ， 势 银（TrendBank）氢能分 析师 周宇曦 对蓝皮书进行解读。 （左右滑动查看更多） 《势银氢能与燃料电池产业年度蓝皮书（2025）》 聚焦氢能与燃料电池产业2025最新动态，从氢气制取、储运、消纳和燃料电池应用等角度展开 论述，以期与全行业共同讨论氢能产业发展的最优路径。 势银氢能与燃料电池 产业年度蓝皮书 2025 H2 TrendBank ...

Investment Rating - The report maintains a positive outlook on the electric new energy sector, particularly highlighting the potential for strong performance in 2026 [5][10]. Core Insights - The electric new energy sector is experiencing significant catalysts, including the rapid IPO progress of companies like Blue Arrow Aerospace and price increases in solar components by Trina Solar, indicating a recovery in profitability [1][5]. - The report emphasizes the importance of space photovoltaics and commercial aerospace as key investment themes, alongside the rising prices in energy storage and lithium batteries [5][10]. - The report suggests that the photovoltaic industry is on track for a recovery, driven by price increases and improved profitability across the supply chain [9][10]. Summary by Relevant Sections Photovoltaics & Energy Storage - The report highlights the acceleration of IPOs in the commercial aerospace sector, particularly for space photovoltaics, with significant growth potential [6][8]. - Trina Solar has set a new price range for distributed solar components at 0.82-1.06 CNY/W, which is significantly higher than recent market prices, indicating the start of a price recovery [8][9]. - The report notes ongoing efforts to strengthen intellectual property protections in the photovoltaic industry, which supports the trend of profitability recovery [6][9]. Wind Power - In December, new wind turbine tenders in China reached approximately 10.6 GW, marking a year-on-year increase of 37% and a quarter-on-quarter increase of 36% [2][11]. - The report anticipates continued growth in domestic demand for wind power in 2026, with significant overseas orders expected to materialize [12][15]. - The average bidding price for land-based wind turbines has remained high, with all power segments achieving over 10% price increases year-on-year [15][16]. Lithium Batteries - January production data indicates a slight decrease in domestic battery production, with a total of 142.54 GWh, down 4.23% month-on-month [22][23]. - Tianqi Lithium has forecasted a substantial increase in net profit for 2025, driven by strong demand in the electric vehicle and energy storage markets [22][23]. - The report highlights the ongoing price recovery in lithium battery materials, with significant growth in sales volumes contributing to improved profitability [22][23]. AIDC (Artificial Intelligence Data Center) - The report notes a sustained high market interest in the liquid cooling sector, driven by industry trends and the penetration of leading domestic companies [30][31]. - Investment opportunities are identified in companies that provide comprehensive liquid cooling solutions, particularly as demand for data center infrastructure grows [30][31]. Power Grid - The report mentions the approval of significant high-voltage projects, indicating a rapid acceleration in approvals and tenders for high-voltage equipment [32][33]. - The total tendering amount for the State Grid in 2025 is projected to reach 454.4 billion CNY, reflecting a 4% year-on-year increase [32][39]. - The report emphasizes the importance of transformer technology and the expected supply-demand imbalance in the North American market, presenting opportunities for companies with strong delivery capabilities [34][35].

1 会议地点/签到/用餐/会议联系人 参会指南 1、 会议地点/签到/用餐/ 会议联系人 2、 会议议程 3、 参会名单 4、 招商对接会暨项目路演安排 5、 会议合作伙伴 6、宁波周边游玩攻略 1、会议地点 2、签到 时间/ 地点/方式 3、用餐地点 | 用餐类别 | | 1月6日 = .. | 1月7日 | 1月8日 | : | 别餐厅式 | 2 | 地点 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 午餐 : | 自助午餐 自助午餐 自助午餐 | | | | ... | 售餐券 | | 1F測悦坊 | | 険経 | | | | 未来奖颁 奖晚宴 | | 参会证 | | 3F原会场 | 4、会议联系人 2 会议议程 会议酒店：镇海南苑望海酒店 · 3F望海国际会议中心 交通提示：会议酒店距离 宁波高铁站 25公里打车约35分钟；距离 宁波栎社机场 30公里，打车约40分钟 酒店协议价：大床房340元/间（单早）；双床房：340元/间（双早） 酒店联系方式：周经理 15058437002；报会议名称（2025势银氢燃年会）或势银享受协 ...

"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 势银年会： 2025势银氢燃年会（1月6-8日，宁波） 点此报名 1月5日下午： 会议 签到+镇海氢能产业参观+足球友谊赛 1月6日上午开幕式： 致辞+镇海氢能产业推介+5大仪式+2位院士专家演讲+圆桌访谈+势银年度蓝皮书发布 1月6日下午镇海专场招商对接会： 10个路演项目+18个1V1洽谈 1月6日下午燃料电池论坛： 1场新品发布+11个主题报告+燃料电池圆桌 1月7日上午氢储运论坛： 6个主题报告+氢储运圆桌 1月7日下午氢氨醇论坛： 8个主题报告+氢氨醇圆桌 1月8日上午绿氢供应链论坛： 8个主题报告 1月8日下午电解槽论坛： 8个主题报告+绿氢圆桌 1月8日晚上： 大会闭幕式晚宴&势银未来奖颁奖典礼 【 2025势银氢能与燃料电池产业年会暨镇海区氢能产业发展合作对接会 】 将于 2026年1月6-8日在宁波镇海南苑望海酒店 举办。本次大会以 【 洞察政策新机，搭建合作平台，共迎产业破晓--谋画氢能新未来！】 为主题， 特设多个特色环节与 热门专场与，围绕业界核心话题展开深度探 讨。 同时，年会还设置了 【 势银未来奖 ...

AIDC：本周液冷板块情绪持续冲高，在确定性的行业趋势和国内头部企业带动的份额渗透趋势下，市场估值预期切换 至远期业绩，坚定看好国内企业在全球液冷市场后续地位提升所带来的板块投资机会。 电网：1）思源电气与宁德时代签署三年合作备忘录彰显储能领域战略投入，3 年 50GWh 合作规模有望形成显著业绩贡 献，进一步打开成长空间，维持重点推荐；2）国网输变电设备 6 批招标 132 亿元，前 6 批招标 919 亿元，同比+26%， 主网建设稳步推进;3）11 月变压器/高压开关出口 8/5 亿美元，同比+16%/+37%,看好海外电力设备需求长周期高景气。 氢能与燃料电池：发改委针对绿氢氨醇规划再落一子，"需求牵引供给"夯实氢能产业基础，"灰氢替代"瞄准存量市 场、"绿色船燃"卡位增量赛道，融入现代基础设施体系，氢能有望获得长期、稳定的战略投入和系统性政策支持。 本周重要行业事件： 风光储：上交所发布商业火箭企业上市标准；能源局发布 11 月风光新增装机；三部委印发首批国家级零碳园区名单； 发改委、能源局印发《电力中长期市场基本规则》、《关于促进光热发电规模化发展的若干意见》；市监总局在安徽合 肥对光伏行业开展价 ...

Core Viewpoint - The article discusses the upcoming 2025 Trend Bank Hydrogen Energy and Fuel Cell Industry Annual Conference, highlighting its focus on key industry topics and the participation of leading companies in the hydrogen energy sector [2][6]. Group 1: Conference Details - The annual conference is scheduled for January 6-8, 2026, in Ningbo, with a theme centered on exploring new policies and building cooperation platforms for the hydrogen energy industry [6]. - The event will feature over 500 participants and will include various specialized sessions and award ceremonies [6]. - Ticket prices start at RMB 2500, with early bird discounts available for registrations before December 10 [7]. Group 2: Company Highlights - New Hydrogen Power Technology Co., Ltd. is a key participant in the conference, focusing on solid-state metal hydrogen storage systems and hydrogen fuel cell engine systems for industrial vehicles [4]. - The company has achieved over 95% market share in the hydrogen energy industrial vehicle sector and has successfully commercialized its products [4][5]. - New Hydrogen Power has developed a new fuel cell application solution called "Jingwei Hydrogen Service," which utilizes solid-state metal hydrogen modules to enhance safety and operational efficiency in hydrogen energy applications [5].

Group 1 - Trend Bank will hold the 2025 Hydrogen Energy and Fuel Cell Industry Annual Conference from January 6-8, 2026, in Ningbo, featuring multiple specialized sessions and awards [2][6][7] - The conference aims to explore core industry topics and provide a platform for collaboration, with a theme focused on insights into new policies and the future of hydrogen energy [6][7] - The event is expected to attract over 500 participants and will include a closing dinner co-sponsored by Dongtuo New Energy, which specializes in hydrogen equipment development [4][7] Group 2 - Dongtuo New Energy's product line includes automated production equipment for PEM/AEM electrolyzers and fuel cell stacks, with a focus on reliability and service [5] - The company has delivered equipment to over 30 clients and continues to serve nearly 100 customers, aiming to become a leading global brand in hydrogen equipment [5] - The conference ticket prices are set at RMB 2500 per person, with early bird discounts available for registrations before December 10 [6]

Group 1 - The 2025 Trend Bank Hydrogen Energy and Fuel Cell Industry Annual Conference is scheduled to take place from January 6-8, 2026, in Ningbo, featuring multiple specialized sessions and awards ceremonies [3][9]. - The opening ceremony will be sponsored by Ningbo Zhongke Hydrogen Easy Membrane Technology Co., Ltd., which will also deliver a presentation during the conference [5]. - Zhongke Hydrogen Easy has established a production line for composite membranes and electrodes in Ningbo, with an annual production capacity of 300,000 square meters of composite membranes and 200,000 square meters of catalytic electrodes [7]. Group 2 - The conference aims to explore new policies and build cooperation platforms to welcome the dawn of the hydrogen energy industry [9]. - The event is expected to host over 500 participants, with ticket prices starting at RMB 2,500, offering early bird discounts for registrations before December 10 [10]. - Attendees must register using their personal mobile numbers to complete on-site check-in and access conference materials [12].