Core Viewpoint - Hezhong Electric has experienced a decline in stock price over six consecutive trading days, with a cumulative drop of -5.81% [1] Company Overview - Shenzhen Hezhong Electric Co., Ltd. (stock code: 603063) focuses on the research, production, sales, and service of new energy and electrical transmission products, including wind power generation products, photovoltaic products, energy storage products, hydrogen power products, power quality products, and electrical transmission products [1] - The company possesses complete independent development capabilities and testing platforms for large power electronic devices and monitoring systems [1] Fund Involvement - Two funds under Guotai Fund have entered the top ten shareholders of Hezhong Electric, both of which are new entries in the first quarter of this year. The funds are Guotai Valuation Advantage Mixed (LOF) A and Guotai Ju Xin Value Advantage Mixed A [1] - Guotai Valuation Advantage Mixed (LOF) A has a year-to-date return of 22.39%, ranking 334 out of 4529 in its category, while Guotai Ju Xin Value Advantage Mixed A has a year-to-date return of 11.06%, ranking 398 out of 2301 [1] Fund Manager Profiles - Wang Zhaoxiang, the fund manager for Guotai Valuation Advantage Mixed (LOF) A, has been with Guotai Fund since August 2014 and has held various positions including researcher and assistant fund manager. He has been the fund manager since June 21, 2022 [3][4] - Cheng Zhou, the fund manager for Guotai Ju Xin Value Advantage Mixed A, has extensive experience in the industry, having joined Guotai Fund in April 2004 and held multiple managerial roles in various funds [4] Company Background - Guotai Fund Management Co., Ltd. was established in March 1998, with its chairman being Zhou Xiangyong and general manager being Li Sheng. The company has three shareholders: China Jianyin Investment Co., Ltd. (60%), Assicurazioni Generali S.p.A. (30%), and State Grid Yingda International Holdings Group Co., Ltd. (10%) [5]

在众多制氢技术中，碱性电解槽凭借其技术成熟、成本相对较低等优势，成为当下绿氢生产的主流设 备。对于用氢量较大的炼化、化工、冶金等工业领域而言，大标方碱性电解槽能显著降低绿氢成本，但 其设备的稳定性和灵活性存在技术挑战。此次天合元氢也在天擎第二代技术的基础上推出了2000Nm³/h 碱性电解槽，该碱槽电流密度达4000A/m²，直流能耗低于4.3kWh/Nm³，达到国际一级能效水平。相较 于两台1000Nm³/h电解槽，可节省30%占地面积、节约20%设备投资，大幅降低绿氢生产成本，提高生 产效率，为绿氢产业的商业化推广和可持续发展提供有力支撑。 当前，世界各国纷纷布局 "氢能战略"，与具备绿氢产能优势的地区建立合作，力求保障自身能源供应 安全并加速脱碳进程。集装箱式制氢装备凭借其较低的运输成本和交付成本，成为海外绿氢项目的最佳 选择。天合元氢此次推出MW级标准集装箱式制氢系统，每个制氢单元产氢量最高可达1000Nm³/h，所 有设备均集成在标准集装箱内，保持尺寸和重量限制，可缩短运输时间、成本及交付周期等超50%以 上，解决超限难于运输和昂贵散货运费问题。同时通过模块化设计，可以节约一半的交付施工周期。另 外 ...