"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 重要会议： 2025势银绿氢产业大会（8月27-28日，江苏·无锡） 点此报名 根据规划， 2026年前，结合珠海市燃料电池车辆潜在应用场景分析，根据氢源项目、加气/加油站 基础设施布局情况， 力争建成投运加氢站 15座 。到 2027年前，围绕以珠海机场、珠海港、珠海口 岸为枢纽，广佛江珠高速、珠三角环线高速、西部沿海高速以及粤港澳大桥为主骨架的现代化综合 立体交通网络，形成规划布局合理、结构灵活多样、安全保障优先、滚动有序调控的燃料电池汽车 车用氢能供给保障体系， 累计建成并投运加氢站 19座 。 图片来源： 《珠海市加氢站布局专项规划（ 2023-2027年）》 同时，为保障 19座加氢站顺利开展建设，具体建设形式和规模可根据实际市场需求和场站条件进 行动态调整和变更， 但总体加氢站供氢规模不低于 20吨/天 。 规划显示，加氢站分区布局主要围绕 香洲区、金湾区、斗门区 三大区域进行 —— 香洲区： 根据珠海市香洲区燃料电池汽车潜在应用场景以及现有 /规划的加油/加气站建设情况， 结合加氢站布局规范要求，到2027年香洲 ...

"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 重要会议： 2025势银绿氢产业大会（8月27-28日，江苏·无锡） 点此报名 添加文末微信，加 绿氢 群 攀枝花针对氢能成本/应用/技术创新等给与补贴 近日，攀枝花市人民政府办公室发布《关于支持氢能产业高质量发展的若干政策措施》。攀枝花氢能 补贴政策针对性解决氢能产业 "成本高、基础设施不足、应用场景单一、技术瓶颈突出" 等痛点：通 过氢源与加氢站补贴降低成本，通过多元化应用拓展市场需求，通过装备制造与创新支持突破产业链 短板，形成 "成本 - 需求 - 技术" 的正向循环，加速氢能产业从示范期向规模化发展期过渡。 为降低用氢成本，给予以下奖励措施： 1．对新改扩建35MPa、日加氢能力500kg及以上的固定式加氢站和制氢加氢一体站，按照获得省级奖 励的30%给予一次性配套奖励；对新建移动式撬装加氢站（日加氢不超过500kg）， 按设备投资额的 20%给予每座不超过50万元的一次性奖励。 2．对提供加氢服务的运营加氢站（含综合能源站），其氢气销售价格不高于20元/kg的，按照年度累 计加氢量（含液氢），给予15元/kg， 每 ...

Core Viewpoint - The hydrogen station construction in China is experiencing a slowdown, with a total of 560 stations built by June 30, 2025, and new constructions remaining stable compared to the first half of 2024 [2][5]. Group 1: Current Status of Hydrogen Stations - As of June 30, 2025, China has built a total of 560 hydrogen stations, with 29 new stations constructed in the first half of 2025, showing no significant growth compared to the same period in 2024 [2]. - The construction speed of hydrogen stations has been declining due to slow commercialization of fuel cell vehicles, high hydrogen storage and transportation costs, and low operational loads of hydrogen stations [2]. Group 2: Regional Distribution of New Stations - New hydrogen stations are primarily concentrated in Beijing, Chongqing, Hubei, and Guizhou, with other regions seeing fewer than two new stations each [5]. - Beijing has added 4 new hydrogen stations since the end of 2024, bringing its total to 23, which supports the fuel cell vehicle demand in the region [5]. Group 3: Types of New Stations - In 2025, 62% of new stations are integrated energy stations (hydrogen + electricity, hydrogen + oil, hydrogen + natural gas), significantly higher than previous years [6]. - The construction of integrated energy stations is encouraged due to shorter construction cycles and lower operational costs, making them the mainstream form of station construction in the short term [6]. Group 4: Investment and Ownership - Over 80% of new hydrogen stations are owned by local state-owned enterprises and central enterprises, reflecting the challenges in large-scale investment and cost recovery [12]. - Major players in the construction include Sinopec and local sales companies, which remain key contributors despite slower progress compared to the initial demonstration period [12]. Group 5: Equipment Integration Market - Leading traditional equipment integrators such as Haide Lisen, Guofu Hydrogen Energy, and Houpu Co. maintain a stable market share of 52% in the hydrogen station equipment market [14]. - Some traditional hydrogen station equipment integrators have not delivered large orders this year due to shifts in business focus and changes in ownership structures [14]. Group 6: Future Projections - The average refueling capacity of new stations is expected to reach 1150 kg/d by 2025, with some stations exceeding 2000 kg/d, primarily built as integrated energy stations [10]. - Future bidding information indicates that the refueling capacity may further increase to over 1500 kg/d [10].

Core Viewpoint - The article emphasizes the importance of developing charging and swapping infrastructure for electric vehicles in China, highlighting government policies and initiatives aimed at enhancing the infrastructure to support the growth of the new energy vehicle industry [4][5]. Summary by Sections 1. Policy Encouragement for Charging Infrastructure - The "New Energy Vehicle Industry Development Plan (2021-2035)" aims for core technologies in the sector to reach international advanced levels, with electric vehicles becoming mainstream [4]. - A series of policies have been introduced to accelerate the construction of charging and swapping infrastructure, including the establishment of a unified operational service platform for charging facilities [5][6]. 2. Implementation Opinions and Guidelines - In January 2022, the National Development and Reform Commission issued opinions to enhance the service capacity of electric vehicle charging infrastructure, focusing on community charging facilities and urban-rural network improvements [7]. - The June 2023 guidelines from the State Council emphasized optimizing network layouts and enhancing operational service levels for charging infrastructure [8]. 3. Pilot Programs for Electric Vehicle Electrification - A pilot program for the full electrification of public vehicles was initiated in January 2023, targeting various vehicle types with an expected promotion of over 600,000 new energy vehicles and the construction of over 70,000 public charging stations [9]. 4. Hydrogen Station Construction for Fuel Cell Vehicles - The government has implemented policies to support the construction of hydrogen stations, with significant subsidies for stations built in key urban areas [12][19]. - As of March 2025, China has built over 540 hydrogen stations, leading the world in this infrastructure [18]. 5. Achievements in Charging Infrastructure - By December 2024, China had established a charging infrastructure network with 12.818 million units, a 49.1% increase year-on-year, indicating a robust growth in alignment with electric vehicle sales [16]. - The ratio of charging stations to electric vehicles is approximately 1:2.7, demonstrating that infrastructure development is keeping pace with vehicle growth [16]. 6. Market Growth for Fuel Cell Vehicles - The cumulative sales of fuel cell vehicles reached 29,500 units by March 2025, marking a fourfold increase since the demonstration phase began [19]. - The domestic production rate of key components for fuel cells has risen significantly, with costs dropping by 80% from 15,000 yuan/kW to 2,500 yuan/kW [19]. 7. Advancements in Intelligent Connected Vehicles - Significant progress has been made in the demonstration applications of intelligent connected vehicles, with multiple testing zones established across major cities [19]. - The market penetration of advanced driver-assistance systems (L2) reached 57.3% in 2024, with L3 and above vehicles beginning to enter the market [19].

Core Viewpoint - The article emphasizes the importance of developing charging and swapping infrastructure for electric vehicles in China, highlighting government policies and initiatives aimed at enhancing the infrastructure to support the growth of the new energy vehicle industry [4][5]. Summary by Sections Policies Encouraging Charging Infrastructure Development - The "Implementation Opinions" issued on January 10, 2022, by ten ministries aim to enhance the service capacity of electric vehicle charging infrastructure through 21 policy measures, including community charging facility construction and urban charging network optimization [6][7]. - The "Guiding Opinions" released on June 8, 2023, outline five tasks to improve the quality of charging infrastructure, such as optimizing network layout and promoting technological innovation [7][8]. Public Sector Electrification and Pilot Programs - The pilot program for the full electrification of public sector vehicles, initiated on January 30, 2023, targets various vehicle types, with an expected promotion of over 600,000 new energy vehicles and the construction of over 70,000 public charging stations [8][9]. County-Level Charging Infrastructure Initiatives - The notification issued on April 9, 2024, aims to enhance charging infrastructure in rural areas, with a goal of achieving "full coverage" of charging facilities in counties, supported by central government funding [10]. Hydrogen Station Development for Fuel Cell Vehicles - Policies from 2020 onwards have facilitated the construction of hydrogen stations, with 474 stations built by the end of 2024, supporting the growth of the fuel cell vehicle market [11][17]. - By March 2025, over 540 hydrogen stations were established in China, making it the global leader in this area [17][18]. Smart Connected Vehicles and Infrastructure - The establishment of smart city infrastructure and intelligent connected vehicles has progressed significantly, with multiple testing zones and a growing market for smart connected vehicles [19]. - By 2024, the penetration rate of combination driving assistance (L2 level) vehicles reached 57.3%, with L3 level and above vehicles entering the market [19].

Core Viewpoint - The article highlights the growing investment and development in green methanol fuel by major Chinese oil companies, particularly China National Petroleum Corporation (CNPC), as they explore new energy sources and applications in the context of energy transition [1][2][3][4] Group 1: Green Methanol Development - CNPC has launched a biomass natural gas to green methanol project, producing the first drop of green methanol that meets international standards [2] - The green methanol industry is experiencing unprecedented growth opportunities, driven by its advantages in energy transition and applications in the automotive sector [1] - The establishment of methanol refueling stations has seen significant progress, with CNPC's stations achieving notable sales figures, such as 2.6 tons on the first day of operation in Inner Mongolia and 2055 tons in total for the year [2] Group 2: Industry Collaboration - Other major oil companies, including Sinopec and CNOOC, are also actively investing in methanol energy, with Sinopec signing strategic agreements for methanol refueling station construction and collaboration on green methanol projects [3] - Sinopec's biomass-based green methanol project in Guangxi has received approval, indicating a commitment to expanding its green methanol production capacity [3] - CNOOC is advancing its green methanol projects in Guangxi and has partnered with BASF to establish a joint laboratory for green methanol and ammonia technologies [3] Group 3: Hydrogen Energy Initiatives - The article discusses the strategic initiatives of the "Big Three" oil companies in hydrogen energy, with Sinopec launching China's first cross-regional hydrogen heavy truck corridor [4] - Sinopec has established a significant number of hydrogen refueling stations, becoming a leader in the global hydrogen refueling station network [4] - The integration of hydrogen refueling stations with existing fuel stations is being pursued to enhance the supply of multiple energy sources [4]

Core Viewpoint - Guofu Hydrogen Energy (Hong Kong) Development Co., Ltd. officially commenced operations, marking a significant milestone for Guofu Hydrogen Energy after its listing on the Hong Kong Stock Exchange. The company aims to leverage Hong Kong's international platform to accelerate the international standard certification of core equipment for liquid hydrogen storage and transportation, as well as green hydrogen production, while deepening cross-border cooperation in the hydrogen energy sector to support global low-carbon energy transition [1]. Group 1: Company Development and Strategy - Guofu Hydrogen Energy is a leading enterprise in the hydrogen energy sector and a "quasi-chain leader" in Jiangsu's hydrogen energy industry chain. Since its establishment in 2016, the company has developed a complete industrial chain from manufacturing hydrogen supply systems and refueling stations to achieving the highest domestic market share in hydrogen refueling equipment and supply systems [1]. - The current development strategy of Guofu Hydrogen Energy involves a dual approach targeting both domestic and international markets. Domestically, the company is ramping up production capacity with an annual output of 80,000 vehicle-mounted hydrogen storage bottles in Zhangjiagang and 50,000 in Shanghai. Internationally, the company is expanding its footprint by forming joint ventures with overseas firms and establishing eight assembly bases across Europe, South America, Oceania, the Middle East, and North Africa [1][2]. Group 2: Technological Innovation and Projects - Guofu Hydrogen Energy has recently signed a $5 million contract with ADVAIT in India for alkaline water electrolysis hydrogen production equipment and core components, marking a shift from single equipment exports to systematic cooperation and industrial layout collaboration [2]. - The company is focusing on technological innovation, with a key project being the off-grid hydrogen production technology, which aims to utilize Xinjiang's abundant wind and solar resources for hydrogen production. The project faces challenges related to the intermittent nature of renewable energy sources, but the company is working with research institutions to address these issues [2]. Group 3: Industry Impact and Local Development - Guofu Hydrogen Energy plays a pivotal role in the hydrogen energy industry in Zhangjiagang, where it has become a partner in attracting investment. The company has announced plans to develop a supply chain base and establish a hydrogen energy industry fund with a total scale of 2 billion yuan to support promising projects [3]. - Zhangjiagang has implemented various policies to foster the development of the hydrogen energy sector, including the establishment of innovation platforms and talent development alliances. The city has nearly 50 hydrogen-related enterprises and actively supports the construction of hydrogen refueling stations and the purchase of hydrogen vehicles [3]. - The practical applications of hydrogen energy in Zhangjiagang include hydrogen buses with a range of over 300 kilometers, hydrogen fuel trucks with a maximum load of 60 tons, and over 500 hydrogen-sharing bicycles. The city has deployed 224 hydrogen fuel cell vehicles, accumulating over 15 million kilometers in operational mileage, and has established five hydrogen refueling stations with a daily refueling capacity of 3.2 tons [4].