"如东，因海而生、凭海而兴，'向海'是融入血脉的基因，更是我们矢志图强的底气；奋楫潮头、敢为 人先，'向新'是破局突围的密码，更是笃行不怠的追求；万众一心、共赴新程，'向未来'是接续奋进的 号角，更是我们携手并进的邀约。" ◎记者黄淑慧闫婧 江苏如东，这片江海相拥的土地，正以"如日东升"的昂扬姿态，在高质量发展赛道上全速前行。 11月21日至22日，第十七届如东沿海经济合作洽谈会（下称"海洽会"）在江苏省南通市如东县召开。此 次海洽会以"向海·向新·向未来"为主题，一批涵盖新能源、新材料、新装备等领域的产业项目签约，总 投资约150亿元。 "如东，因海而生、凭海而兴，'向海'是融入血脉的基因，更是我们矢志图强的底气；奋楫潮头、敢为 人先，'向新'是破局突围的密码，更是笃行不怠的追求；万众一心、共赴新程，'向未来'是接续奋进的 号角，更是我们携手并进的邀约。"11月22日，如东县委书记杨万平在海洽会上致辞时表示。 向海图强筑牢蓝色根基 拥有86公里海岸线和4555平方公里海域的如东，始终与"海"紧密相连。 "对于如东而言，海既是黄海，也是上海，亦是科技创新、产业创新的蓝海，更是未来梦想的星辰大 海。"上海证券报 ...

Core Viewpoint - The article highlights the significant advancements made by Shijiazhuang Anruike Gas Machinery Co., Ltd. in the field of large-scale green hydrogen storage and transportation systems, marking a key breakthrough in China's technology landscape for green hydrogen [2][4]. Group 1: Technological Advancements - The newly shipped "high-pressure large-scale green hydrogen storage and transportation system" represents a collaborative achievement between Shijiazhuang Anruike and Baosteel, showcasing advanced domestic technology in this field [4]. - Traditional low-pressure hydrogen storage technologies face challenges such as large land requirements, complex on-site construction, quality control difficulties, and high storage costs. Shijiazhuang Anruike has successfully addressed these issues through innovative manufacturing processes and new hydrogen storage and transportation workflows [5]. - The new system features leading structural characteristics and excellent safety performance, achieving significant advantages in both unit hydrogen storage and transportation costs, as well as overall system operating costs [5]. Group 2: Market Impact and Applications - The modular design and large-scale factory production of the green hydrogen storage system ensure high-quality consistency and enable rapid on-site installation, significantly shortening project construction timelines [7]. - The successful shipment of this system demonstrates that Shijiazhuang Anruike's products have gained high market recognition and are ready for large-scale commercial applications. The system's solutions can support "energy storage-style hydrogen storage" and provide stable and reliable hydrogen supply for new large-scale applications in green hydrogen ammonia and green metallurgy [8]. - Shijiazhuang Anruike is positioned as an industry leader, having transitioned from a traditional equipment manufacturer to a provider of core green hydrogen storage and transportation solutions, thereby enhancing its market influence and driving the industry chain [10].

Core Insights - Sinopec Hydrogen Machinery (Wuhan) Co., Ltd. has awarded a contract to Wuxi Xian Dao Intelligent Equipment Co., Ltd. for the assembly production line of electrolyzers, with a bid amount of 12,050,000 [1][2] Group 1: Company Information - Wuxi Xian Dao Intelligent Equipment Co., Ltd. has invested in 10 enterprises and participated in 391 bidding projects [1] - The company holds 334 trademark registrations, 3,112 patents, and 185 copyrights, along with 269 administrative licenses [1] Group 2: Project Details - The project involves the assembly production line for electrolyzers with dimensions of 43,000mm x 8,500mm x 8,500mm and a capacity of 500kW [1] - The project is located in Hubei Province and was publicly announced on November 12, 2025 [2]

Group 1 - The event "Jinyu District 'Jinyu Manufacturing' Industrial Product Release Conference and Supply-Demand Matching Activity" showcased 61 investment opportunities, 43 core technology lists, and 93 flagship and specialty product lists, covering sectors such as aerospace, low-altitude economy, and artificial intelligence [1][3] - Sichuan Jinxing Clean Energy Equipment Group Co., Ltd. announced plans to invest 500 million yuan in a "Hydrogen Energy Industry Innovation Center," which is set to commence construction by the end of this year [1][6] - The released "Industrial Carrier Product List" highlights key projects like the Western Geographic Information Industry Park and the focus on aerospace satellite internet and low-altitude economy [3] Group 2 - Several companies received the "Chengdu Industrial Boutique" and "National Specialized and Innovative 'Little Giant'" honors, indicating recognition of their contributions to the industry [6] - Sichuan Jinxing Clean Energy Equipment Group expects a market output of 900 million to 1 billion yuan this year, with ongoing projects in the hydrogen energy sector, including a hydrogen equipment industrial park with a planned annual output value of 1 billion yuan [6] - A total of 93 flagship and specialty products were released, spanning high-end equipment, intelligent manufacturing, and biomedicine, along with 43 core technologies showcasing breakthroughs in fields like communication signals and green hydrogen [6]

Core Viewpoint - The article discusses the recent developments and market trends in the hydrogen energy sector, particularly focusing on the advancements made by Hunan Longshen Hydrogen Energy Technology Co., Ltd. in fuel cell and hydrogen production equipment [2][5]. Company Developments - Longshen Hydrogen Energy has shifted its business structure this year, with PEM (Proton Exchange Membrane) and AEM (Anion Exchange Membrane) hydrogen production equipment becoming the main growth drivers, with PEM equipment contributing the majority of orders [2]. - The company has successfully provided a complete line of equipment for a client in Nanjing, with a contract value exceeding 10 million yuan, marking one of the few mass production cases in the industry this year [2]. Product Innovations - Longshen Hydrogen Energy has launched several integrated pilot production lines for PEM hydrogen production, which include coating, packaging, cutting, and testing functions, aimed at producing high-performance, low-cost, and long-lifetime membrane electrodes [5][10]. - In the AEM hydrogen production sector, the company introduced a groundbreaking AEM anion exchange membrane roll material extrusion coating machine in July, addressing manufacturing challenges with innovative technology [6]. Laboratory and Testing Facilities - The company has established a 700+ square meter clean laboratory to assist clients in process validation before equipment purchase, featuring various equipment for sample testing and small-scale trials [14]. - The laboratory aims to help clients reduce investment risks through early collaboration rather than processing [14]. Market Outlook - The hydrogen energy industry is currently in a state of observation due to a "policy window period," with many clients awaiting clarity on subsidy policies for the coming year [14]. - Despite the challenges, Longshen Hydrogen Energy remains committed to the hydrogen energy direction, particularly in fuel cells and hydrogen production [14]. Future Growth Strategies - To address current challenges, Longshen Hydrogen Energy is cultivating new business areas such as composite materials, perovskite, and solid-state batteries as supplementary growth avenues [14].

Core Insights - Guofu Nankai New Material Technology (Jiangsu) Co., Ltd. was established with a registered capital of 10 million yuan and is primarily focused on the development and application of NCALD technology in the field of surface treatment new materials [1][2] - Jiangsu Guofu Hydrogen Energy Equipment Co., Ltd., founded in 2016, is a leading provider of integrated hydrogen energy equipment solutions in China, specializing in the entire hydrogen energy industry chain from production to utilization [2][3] Company Overview - Guofu Nankai New Material Technology is 65% owned by Jiangsu Chuangyuan Hedu New Material Technology Co., Ltd. and 35% by Jiangsu Guofu Hydrogen Energy Equipment Co., Ltd. [1] - Jiangsu Guofu Hydrogen Energy Equipment Co., Ltd. has a registered capital of approximately 104.71 million yuan and employs between 400 to 499 people [3] Technology and Innovation - The company has achieved a breakthrough in nickel-based composite material manufacturing through its self-developed Nickel Auto-Catalyze Atomic Liquid Deposition (NCALD) technology [2] - Jiangsu Guofu Hydrogen Energy Equipment Co., Ltd. is one of the few companies in China that masters both alkaline electrolysis (ALK) and proton exchange membrane (PEM) technologies [2] New Ventures - On September 19, 2025, Jiangsu Guofu Hydrogen Easy New Material Technology Co., Ltd. was established with a registered capital of 10 million yuan, focusing on new catalytic materials and technology services [4]

Core Viewpoint - Jiangsu Guofu Hydrogen Energy announced a financing plan through the placement of new H-shares, raising approximately HKD 113 million, with a significant discount on the share price compared to previous trading days [1] Group 1: Financing Details - The company plans to issue 2,405,400 shares at a placement price of HKD 48.47, which is a 17.0% discount to the last closing price of HKD 58.40 and a 15.4% discount to the average closing price over the last five trading days [1] - The newly issued shares will represent approximately 2.21% of the existing issued share capital and about 2.16% of the enlarged share capital after the placement [1] - The net proceeds from the placement will be allocated as follows: approximately 50% for financing investments and collaborations in hydrogen energy projects, about 40% for working capital and general corporate purposes, and around 10% for repaying existing credit financing [1] Group 2: Company Background and Strategy - Jiangsu Guofu Hydrogen Energy is a leading provider of integrated hydrogen energy equipment solutions, focusing on the entire industry chain of hydrogen energy, including production, storage, transportation, refueling, and utilization [1] - The company is strategically located in the Yangtze River Delta region, benefiting from proximity to ports and a rich supply chain resource [1] - The company aims to become a central player in the global hydrogen energy core equipment supply chain, leveraging favorable policies in the hydrogen energy sector [1] Group 3: Financial Performance - For the fiscal year 2024, the company reported a revenue of CNY 459 million, a decrease of 12.2%, and a net loss attributable to shareholders of CNY 210 million, which is a significant increase of 186.86% compared to a loss of CNY 73.3 million in 2023 [3] - The company's gross profit decreased by approximately 50.8% compared to 2023 [3] - Despite the decline in revenue, the company plans to focus on technology enhancement, talent development, system construction, business model innovation, and scaling operations to maintain its industry leadership and promote the commercialization of the hydrogen energy sector [3]

Core Viewpoint - The company has developed technical reserves in hydrogen liquefaction, hydrogen refueling station equipment, hydrogen production, and liquefied storage and transportation, but hydrogen negative ion battery technology is not currently a focus area due to its significant divergence from the company's existing technology path and business direction [2] Group 1: Technology and Innovation - The company is advancing technology innovation and industrial upgrades in key areas such as cryogenic equipment and hydrogen energy equipment [2] - The company is closely monitoring policy guidance and market opportunities to achieve high-quality development [2] Group 2: Research and Development Focus - Hydrogen negative ion battery technology, which involves new energy storage materials and electrochemical systems, has not been included in the company's current R&D priorities [2]

Core Viewpoint - The company, Shudao Equipment, has acknowledged the development of a new hydrogen negative ion electrolyte and prototype battery by a research team but indicated that this technology does not align with its current focus areas [2]. Group 1: Company Position - Shudao Equipment has established technical reserves in areas such as hydrogen liquefaction, hydrogen refueling station equipment, hydrogen production, and liquefaction storage and transportation [2]. - The hydrogen negative ion battery technology primarily involves new energy storage materials and electrochemical systems, which differ significantly from the company's current technological path and business direction [2]. - The company has not prioritized the hydrogen negative ion battery technology within its current research and development framework [2]. Group 2: Future Plans - The company plans to continue advancing technological innovation and industrial upgrades in key areas such as cryogenic equipment and hydrogen energy equipment [2]. - Shudao Equipment will closely monitor policy directions and market opportunities to strive for high-quality development [2].

Group 1 - The core focus of the event was to showcase the industrial ecosystem and investment opportunities in Pidu District, emphasizing key industries such as electronic information, intelligent manufacturing, green food, and cultural creativity [1] - The event, part of the "Sichuan Tour of Well-Known Enterprises," aimed to enhance regional industrial quality and promote high-quality economic and social development [1] - Pidu District has been actively promoting its investment environment and unique industrial strengths through various promotional activities in cities like Suzhou, Nanjing, Shanghai, and Shenzhen [1] Group 2 - Pidu District has shown strong economic growth in recent years, with key industries like electronic information, hydrogen equipment, and food and beverage thriving [2] - In 2025, Pidu District is projected to rank 82nd in the "Top 100 Districts in China" by CCID, indicating enhanced regional economic vitality and competitiveness [2] - The district is focusing on high-end development of the electronic information industry while also promoting the quality and growth of hydrogen, food and beverage, and cultural creativity sectors [2]