21世纪经济报道记者 林典驰 上海报道 "从现在开始到2030年，氢能的制、储、运、加供应链建设和发展，将会反过来带动氢能多领域的应 用。"中国科学院院士，清华大学教授欧阳明高表示。 他表示，2015年～2025年是车用燃料的动力系统作为氢能利用的先导，带动氢能发展，现在已经到这个 时期的末尾，是氢能的一个转折点，也是我们目前的阵痛期。 近日，2025国际氢能与燃料电池汽车大会暨展览会在上海召开。 氢能产业原目标是，到2025年底，初步建立以工业副产氢和可再生能源制氢就近利用为主的氢能供应体 系；燃料电池车辆保有量约5万辆，部署建设一批加氢站。 寻找商业模式闭环度过低谷期 过去5年，氢能一直探索商业化的可行路径，在示范初期，主要集中在商用车领域，特别是公交车和环 卫车等，这类场景通常由政府或者大型国企推动。 随着时间的推移，姚荣华认为，重卡在物流领域的应用将能创造更多的收益和价值，相比柴油机或纯电 动重卡，结合国家在高速费用减免和路权方面的支持，全寿命周期成本优势突出，尤其是对具备资源优 势的大型工业企业，这些车辆将首先实现盈利和商业闭环。 "氢能现在是一个转折点，首批城市示范群支持了该产业在技术和业务模式上 ...

Core Viewpoint - The article discusses the collaboration between Zhongfu Shenying and Ausun Technology in the field of carbon fiber composite materials, emphasizing their potential applications in emerging sectors such as new energy vehicles and low-altitude economy, driven by the global focus on energy conservation and sustainable development [1]. Group 1: Collaboration and Applications - Zhongfu Shenying and Ausun Technology are exploring the application prospects of carbon fiber composites in new energy vehicles and low-altitude economy [1]. - Both parties agree that carbon fiber composites, due to their lightweight, high strength, and corrosion resistance, will play an increasingly important role in these fields [1]. - They plan to strengthen cooperation in technology research and development, talent cultivation, and project collaboration to tackle key technical challenges in the carbon fiber sector [1]. Group 2: Production Capacity and Innovations - By the end of 2024, Zhongfu Shenying's carbon fiber annual production capacity will reach 28,500 tons, with facilities in Lianyungang and Xining [1]. - The Xining facility, with an annual capacity of 25,000 tons, has a total investment of 5 billion yuan and utilizes domestic dry-jet wet-spinning technology with over 95% localization rate [2]. - The project produces "low-carbon green" carbon fiber using green electricity resources, contributing to a circular economy in green energy, materials, and applications [2]. Group 3: Industry Partnerships - Ausun Technology has established stable partnerships with several well-known companies and is recognized as a "specialized and innovative" small giant enterprise in the manufacturing sector [4]. - The company is also involved in the production of high-pressure hydrogen storage containers, aiming for an annual capacity of 100,000 units to support the development of low-cost, clean transportation for heavy trucks and logistics vehicles [4]. - Future collaborations with Toray Industries from Japan are anticipated in areas such as raw material supply and joint product development [4].