Core Insights - Inner Mongolia's energy major projects have accelerated in 2023, with an investment of 165.8 billion yuan in the first half, representing a 39% year-on-year increase and achieving 52% of the annual investment plan [1] Group 1: Coal Industry - Two coal mining areas received approval from the National Development and Reform Commission, with two coal mines under construction, expected to produce a total capacity of 16 million tons per year [2] - One coal mine has been completed and put into operation, with a capacity of 1.5 million tons per year [2] - Thirteen coal production capacity reserve projects have been approved by the National Energy Administration, with 89% of coal production capacity in intelligent coal mines [2] Group 2: Power Infrastructure - The ultra-high voltage channel from Inner Mongolia to Beijing-Tianjin-Hebei has been approved, and the main grid framework of the Inner Mongolia East Power Grid has been successfully completed [2] - A project to electrify 580 remote farming and pastoral households has commenced [2] Group 3: Green Hydrogen Industry - Nine policies have been introduced to promote the construction and consumption of green hydrogen projects, extending the policy for 40% of wind and solar hydrogen project grid-connected electricity to 2027 [2] - The Datang Duolun hydrogen production project has been launched, successfully integrating green hydrogen with coal chemical applications [2] - The hydrogen pipeline from Damao Banner to Baotou City has begun construction, and the Inner Mongolia section of the hydrogen pipeline from Ulanqab to Beijing-Tianjin-Hebei has been approved [2] Group 4: Energy Storage Industry - New compensation policies for independent energy storage power stations have been introduced, stabilizing investment return expectations for enterprises [2] - As of the end of June, grid companies have paid a total of 16.6 million yuan in compensation to nine independent energy storage power stations, promoting the construction of 34 new energy storage projects with an installed capacity of 14.8 million kilowatts [2]

Core Viewpoint - The article discusses the upcoming 2025 TrendBank Green Hydrogen Industry Conference, which aims to summarize the development of the green hydrogen industry in the first half of the year and set expectations for the second half, while also recognizing outstanding companies in the sector [3][5]. Group 1: Conference Details - The 2025 TrendBank Green Hydrogen Industry Conference will be held on August 27-28 in Wuxi, Jiangsu [2][3]. - The conference will invite industry experts to discuss strategies for scaling the green hydrogen industry [3]. - Awards will be presented to companies that have made significant contributions to the advancement of the green hydrogen industry [5]. Group 2: Award Categories - Five awards will be presented at the conference, including: - 2025 Green Hydrogen Industry Pioneer Award - 2025 Green Hydrogen Market Leader Award - 2025 Green Hydrogen Potential New Star Award - 2025 Green Hydrogen Application Demonstration Award - 2025 Green Hydrogen Technology Breakthrough Award [10]. Group 3: Participation and Selection Process - Companies involved in the green hydrogen supply chain, such as those producing electrolyzers, hydrogen generation power sources, catalysts, and other related materials, are eligible to apply for the awards [7]. - The selection process includes online registration, information collection, committee evaluation, and award production [8].

Group 1 - The Chinese Ministry of Commerce aims to strengthen traditional energy cooperation with Arab countries while expanding collaboration in renewable energy sectors such as photovoltaics, wind power, and green hydrogen [1] - The upcoming 7th China-Arab States Expo will be held from August 28 to 31 in Yinchuan, Ningxia, with a focus on innovation, green development, and prosperity [2] - In 2024, the trade volume between China and Arab countries is projected to reach $407.4 billion, reflecting a year-on-year growth of 2.3%, maintaining China's position as the largest trading partner of Arab nations [1] Group 2 - Chinese enterprises are actively investing in various production projects in Egypt, UAE, and Saudi Arabia, including metal smelting, building materials manufacturing, cotton spinning, and aquaculture [1] - There is a growing trend of mutual investment, with Arab sovereign wealth funds and companies investing in China's petrochemical, new energy, and technology sectors [1] - The economic structures of China and Arab countries are complementary, with significant potential for future cooperation in traditional sectors like energy, agriculture, and infrastructure, as well as emerging fields such as new energy vehicles, high-end equipment manufacturing, and green low-carbon technologies [1]

Group 1 - The 2025 TrendBank Green Hydrogen Industry Conference is scheduled for August 27-28, 2025, in Wuxi, Jiangsu [4][8] - The conference aims to create an efficient communication and cooperation platform while addressing pain points in the green hydrogen industry [4][8] - Participants are encouraged to fill out a survey to provide feedback, which will be used to optimize the conference content [4][8] Group 2 - The conference will feature various specialized sessions, including topics on systems and electrolyzers, hydrogen storage and transportation, and electrolyzer materials [9] - The event is expected to host over 200 attendees [8] - Registration fees vary based on payment timing, with early registration costing RMB 1800 and later registrations increasing to RMB 2600 [10][12] Group 3 - TrendBank is a leading industry research and data company in China, providing data, research, consulting, and conference services [16] - The company focuses on delivering decision-making support and relevant business development resources to its clients [16]

Group 1 - The first ocean-level intelligent comprehensive scientific research vessel "Tongji" has been delivered, designed and built in China, featuring a 2000-ton capacity and multiple functionalities including marine geological, chemical, and biological research [1] - UBTECH's Tian Gong Walker robots have received over 100 orders, with expectations to deliver more than 300 units this year, indicating strong demand in the education and research sectors [2] - The first green hydrogen EPC project in Central Asia has successfully produced hydrogen, marking a significant breakthrough in large-scale industrial green hydrogen production [3] - The first phase of China's initial gravitational wave detection experiment has been completed, achieving its first light observation, which is a key step in the field of gravitational wave detection [4]

Core Viewpoint - The 2025 TrendBank Green Hydrogen Industry Conference has been postponed to August 27-28, 2025, due to significant policy adjustments in the green hydrogen sector, aiming to provide a platform for discussing the latest industry dynamics and technological advancements [3][2]. Group 1: Conference Details - The new dates for the conference are August 27-28, 2025, and it will still be held in Wuxi, Jiangsu [2][7]. - The conference will feature a variety of sessions, including expert reports, specialized discussions on systems and electrolyzers, green hydrogen supply chains, and storage and transportation [6][7]. - The expected attendance is over 200 participants, indicating a significant interest in the green hydrogen industry [7]. Group 2: Registration and Pricing - The ticket price for the conference is set at RMB 2200 per person, with early bird discounts available [8]. - Payment deadlines are structured to encourage early registration, with a reduced price of RMB 1800 for payments made before August 1 [8]. - Additional fees apply for late registrations, with a total cost of RMB 2600 for payments made after August 26 [8].

Group 1 - The signing ceremony took place on June 29 between Suzhou Industrial Park and Saudi International Power and Water Company [1] - The chairman of Saudi International Power and Water Company, Abunayyan, expressed the intention to leverage Jiangsu's abundant resources in the new energy sector to increase investments in renewable energy, green hydrogen, and seawater desalination [1] - The collaboration aims to contribute more to the economic and social development of Jiangsu [1]

Group 1: Air Conditioning Market Dynamics - The air conditioning market is experiencing a fierce price war, with 1.5 HP energy-efficient products priced as low as 1200 yuan, leading to an 18% year-on-year decline in average prices and inventory nearing 50 million units, indicating a combination of weak demand and overcapacity [1] - Despite government support for aluminum use in home appliances, the adoption is slow due to limitations in material performance, lack of standards, and consumer trust issues [1] - Companies like Gree and Changhong continue to favor copper materials, enhancing performance and emphasizing high-quality branding through extended warranty promises [1] - Complaints in the air conditioning sector surged by 22% in the first half of 2025, with over 40% related to issues like "energy efficiency misrepresentation" and "shortened lifespan," highlighting consumer distrust in new material products [1] - Manufacturers focusing on copper performance and quality, such as Gree and Changhong, are suitable for conservative investors to monitor their profitability and brand premium maintenance [1] Group 2: Green Hydrogen Industry - Green hydrogen is a strategic emerging industry under the "dual carbon goals," serving multiple functions such as clean energy, energy storage, and chemical raw materials, and is crucial for industrial decarbonization [1] - By the end of 2024, over 560 hydrogen-related policies will have been issued nationwide, with hydrogen energy being prioritized by the central government and 22 provincial governments; the "Energy Law" has granted hydrogen energy legal status for the first time [1] - The green hydrogen sector is transitioning from "technology validation" to "commercial scale," characterized by its immature state but significant potential, representing a long-term structural opportunity [1] - Focus should be on low electricity cost regions (e.g., the western regions) and companies with self-generation capabilities; there is substantial room for domestic substitution in electrolyzer technology, presenting opportunities for equipment manufacturers [1] Group 3: Oil and Gas Market Response to Geopolitical Tensions - The recent escalation in the Middle East, particularly Israel's military actions against Iran, has heightened concerns over potential disruptions in oil transport through the Strait of Hormuz, leading to increased oil price expectations [2] - Although Iran's oil supply accounts for only 3-4% of global supply, its strategic location means that any transport disruptions could push oil prices above $90 [2] - The current global oil demand season, combined with a dovish outlook from the Federal Reserve and increased global inventory replenishment needs, supports upward pressure on oil prices [2] - Oil and gas ETFs, such as the S&P Oil & Gas ETF, have shown significant strength, presenting short to medium-term investment opportunities, particularly for companies with upstream oil fields or resource reserves [2] - The ongoing geopolitical tensions are likely to maintain high oil prices, with Brent crude recently breaking through key resistance levels [3] Group 4: Silver Market Trends - Silver prices have surged significantly, primarily driven by the "gold-silver ratio repair" logic, with the ratio exceeding 100 in April, indicating silver was severely undervalued [4] - The recent rise in silver prices is supported by a substantial increase in gold prices, market sentiment spillover, technical breakthroughs, and ETF accumulation, resulting in over a 50% increase from low to high [4] - Although the gold-silver ratio has decreased, it remains above the long-term average, suggesting further upside potential for silver, making it an attractive option for flexible allocation within precious metals [4] - Complex geopolitical situations and renewed trade tensions between the U.S. and China are amplifying market demand for safe-haven assets [4] - Despite the bullish outlook, silver is more susceptible to economic cycles; a potential global economic slowdown could exert downward pressure on silver prices [4] - The silver market is expected to exhibit characteristics of "strong support, high volatility," driven by safe-haven demand and valuation recovery, suggesting a strategy of trend-following and gradual accumulation rather than aggressive buying [4]

基于此现状， 势银（TrendBank）将于7月16-17日在无锡 举办 2025势银绿氢产业大会 。 大会 聚焦绿氢产业发展核心命题，致力于构建技术交流、产业协作与商业创新的多维生态体 "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 限，核心矛盾集中在成本高、技术瓶颈与产业链协同不足， 因此当下也是绿氢技术突破与市 场培育的关键期 。若政策协同、技术降本与生态重构同步推进，绿氢有望在未来成为双碳目 添加文末微信，加 绿氢 群 【 会议通知 】 当前绿氢产业处于规模化示范向商业化过渡的敏感阶段，全球产能快速扩张但应用场景仍受 标的核心支撑。 系。 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 重要会议： 2025势银绿氢产业大会（7月16-17日，江苏·无锡） 大会将剖析新形势下绿氢产业面临的成本管控、技术突破、市场拓展等关键挑战。通过整合 扫码报名会议 绿氢产业链全链条资源，精准对接市场真实需求与项目示范经验，旨在为行业提供兼具理论 深度与实践价值的发展解决方案。 会议具体信息 会议日程 会议名称： 2025势银绿氢产业大会 会 ...

"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 重要会议： 2025势银绿氢产业大会（7月16-17日，江苏·无锡） 添加文末微信，加 绿氢 群 势银（TrendBank）将于7月16-17日在无锡举办 2025势银绿氢产业大会 。 在本届大会上， 势银（TrendBank）将为那些 推动中国绿氢产业进步的企业颁发奖项 ，以表彰他们的勇气和决心，以及他们对产品与技术的 追求和坚持。 奖项设置 此次大会共设置5个奖项，分别是： 势银（TrendBank）将通过 企业自主报名 和 定向邀请 的形式，将奖项颁发给符合绿氢行业价值观、并有优秀指标数据的企业，为企业立 意，为产业立企，与企业同行。 哪些企业可参选？ 涉及绿氢供应链的企业，包括 电解槽槽体、 制氢电源、催化剂、双极板、隔膜、密封垫片、碳材料、电解槽、项目投资等等相关企业，均可报名奖项 与榜单。 ◆ 视频版 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 2025 绿氢行业先锋奖 2025 绿 ...