蜀道装备（300540.SZ）1月5日在投资者互动平台表示，尊敬的投资者您好，公司目前侧重于储氢瓶组 的供气系统集成（管路、调压和安全检测等）。公司正积极布局液态储氢技术，着力研发采用低压（压 力≤2MPa）高真空多层绝热技术路线的液储罐，并计划参与相关国家及行业标准制定，推动液氢储运装 备的规范化与商业化落地。 （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：董秘您好，请问公司的型储氢瓶技术是否已经成熟， 商业化进展如何？ ...

每经AI快讯，有投资者在投资者互动平台提问：公司是否具有建设液氢加氢站的能力？ 蜀道装备（300540.SZ）1月5日在投资者互动平台表示，尊敬的投资者您好！公司已掌握液氢加氢站核 心技术，具备从设计、核心设备制造到交付的能力，可提供液氢储氢型气氢加氢站（适用于高压力场 景）及液氢储氢型液氢加氢站（面向重型运输、低空和航天等高端应用）两类主流解决方案，随着国家 氢能基础设施政策加速推进，公司将有序参与液氢加氢站建设与运营服务，助力构建安全、高效、低成 本的氢能补给网络。感谢您的关注！ （记者 曾健辉） ...

蜀道装备1月5日在互动平台表示，公司目前侧重于储氢瓶组的供气系统集成（管路、调压和安全检测 等）。公司正积极布局液态储氢技术，着力研发采用低压（压力≤2MPa）高真空多层绝热技术路线的液 储罐，并计划参与相关国家及行业标准制定，推动液氢储运装备的规范化与商业化落地。 ...

Core Viewpoint - The article highlights the significant advancements made by Zhongding Hengsheng Gas Equipment Co., Ltd. in the hydrogen energy sector, particularly through the launch of a hydrogen compressor testing platform and six new product series, marking a transition from equipment supplier to a key infrastructure builder and standard setter in the industry [2][10][19]. Group 1: Hydrogen Compressor Testing Platform - The first hydrogen compressor testing platform in China has been launched, covering an area of approximately 4,000 square meters, located in the National Hydrogen High-end Equipment Industrial Park in Wuhu [9]. - The platform is equipped to simulate various operational conditions for metal diaphragm compressors, capable of testing up to 100 MPa discharge pressure, filling a gap in domestic testing capabilities [9][10]. - It features a comprehensive digital monitoring system that collects critical parameters and ensures safety during testing through a multi-level alarm and protection system [9][10]. Group 2: New Product Launches - Six new product series were introduced, addressing diverse market needs from precision applications to large-scale industrial demands [11]. - The "RD32" G0 diaphragm compressor targets precision fields requiring small flow, high precision, and high sealing [12]. - The "RD16" third-generation 90 MPa diaphragm compressor enhances reliability and aims to meet future hydrogen station demands [13]. - The "RD27" dual-action GDS5 diaphragm compressor simplifies traditional multi-machine setups, reducing costs and installation space [14]. - The "RD28" four-cylinder GM5 diaphragm compressor significantly boosts efficiency, catering to the chemical and energy sectors [15]. - The "RD29" large-diameter diaphragm compressor addresses cost reduction and efficiency for large projects, while the "RD36" GD6 diaphragm compressor sets new standards for high-capacity applications [16][17]. Group 3: Intellectual Property and Market Position - Zhongding Hengsheng has established a robust intellectual property framework, applying for 22 invention patents, 9 utility model patents, and 7 design patents related to the new products [17]. - The introduction of these products reflects the company's commitment to long-term strategies and its evolution from a specialized manufacturer to a comprehensive solution provider in the hydrogen energy sector [19].

Market Overview - On December 11, all three major indices declined, with total market turnover reaching 1.89 trillion yuan, an increase of 93.6 billion yuan compared to the previous trading day, and over 4,300 stocks fell [1] - Market hotspots focused on controllable nuclear fusion and wind power equipment sectors, while real estate and duty-free concepts weakened [1] High-Performing Stocks - Fujian local stockholder Baigroup achieved a five-day consecutive rise, while Annie Co. recorded five rises in six days, and commercial aerospace concept stock Zai Sheng Technology saw four consecutive rises [3] - Notable stocks with significant gains included: - Annie Co. (+10.03%, 13.60 yuan, six days five boards) [4] - Dongbai Group (+10.03%, 14.92 yuan, five consecutive boards) [4] - Zai Sheng Technology (+10.06%, 7.66 yuan, four consecutive boards) [4] - Goldwind Technology (+9.97%, 16.98 yuan, first board) [4] Trading Dynamics - The top three net buying stocks on the Dragon and Tiger list were Snowman Group, Goldwind Technology, and Tongguang Cable, with net purchases of 325 million yuan, 234 million yuan, and 173 million yuan respectively [5] - The top three net selling stocks were ZTE Corporation, Teifa Information, and Shunhao Shares, with net sales of 264 million yuan, 191 million yuan, and 174 million yuan respectively [7] Sector Highlights - Snowman Group, involved in commercial aerospace and controllable nuclear fusion, saw a trading increase of 9.99% with a turnover of 2.457 billion yuan and a trading range of 9.70% [9] - Zhengbang Technology, focusing on pig farming, experienced a trading increase of 9.87% with a turnover of 2.16 billion yuan and a trading range of 10.58% [14] Institutional Activity - Institutional net buying was significant for ZTE Corporation, with a net purchase of 632 million yuan, while net selling was observed for Teifa Information at 175 million yuan [8][9] - The net buying activity for Goldwind Technology reached 686 million yuan, indicating strong institutional interest [21]

Core Viewpoint - The 17th Coastal Economic Cooperation Conference in Rudong, Jiangsu, focused on the themes of "Towards the Sea, Towards Innovation, Towards the Future," highlighting the region's commitment to high-quality development and the signing of industrial projects with a total investment of approximately 15 billion yuan [1][4]. Group 1: Coastal Development - Rudong, with a coastline of 86 kilometers and a sea area of 4,555 square kilometers, emphasizes its connection to the sea as a foundation for technological and industrial innovation [2]. - The establishment of Yangkou Port as a deep-water port has positioned Rudong as a key player in the marine economy, with significant achievements in LNG energy and offshore wind power [2][3]. - The marine industry value added in Rudong has surpassed 50 billion yuan, ranking 28th among China's county-level economies [2]. Group 2: Industrial Innovation - Rudong aims to increase the marine production value's share of GDP to over 40% by 2030, with a target of exceeding 80 billion yuan in marine industry value added [3]. - The region is focusing on seven major industries, including marine renewable energy and marine modern services, to foster the development of leading enterprises [3][5]. - The conference showcased a series of signed projects in new energy, new materials, and new equipment, with a total investment of about 15 billion yuan [4][5]. Group 3: Future Development - Rudong is leveraging its geographical advantages and infrastructure improvements to enhance its role in the Yangtze River Delta integration strategy [6]. - The completion of the first phase of the Jinniu Terminal, with an investment of approximately 2.3 billion yuan, aims to improve the logistics capacity of Yangkou Port [6]. - Strategic agreements were signed to promote industrial transfer, project co-construction, and technological collaboration with various organizations, enhancing the region's innovation ecosystem [7].

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].