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国家发改委推进绿色氢氨醇布局
GUOTAI HAITONG SECURITIES· 2026-01-05 06:10
Report Summary 1. Report Industry Investment Rating No information provided. 2. Core Viewpoints The report focuses on the latest policies, industry developments, and upcoming events in the hydrogen energy industry. The National Development and Reform Commission is promoting the national green hydrogen, ammonia, and alcohol planning layout, and multiple regions have introduced relevant industrial policies. There are also many significant industrial developments, such as the launch of new projects and the delivery of new products. Additionally, a major industry conference is upcoming [3][6][12]. 3. Summary by Directory 3.1 Industry Policies - The National Development and Reform Commission promotes the national green hydrogen, ammonia, and alcohol planning layout, including building zero - carbon transportation corridors and stations, increasing new energy supply, etc. [3][6] - Beijing encourages the construction of renewable energy projects in factories and explores the use of hydrogen energy [6]. - Urumqi plans to add no less than 20,000 tons/year of green hydrogen production capacity by 2027 [6]. - Guangzhou Baiyun promotes the application of hydrogen - fuel - cell vehicles and supports the construction of hydrogen refueling stations [6]. - Shandong Zhaoyuan focuses on developing nuclear power, wind and solar equipment, energy storage batteries, and hydrogen production industries [6]. 3.2 Industry Dynamics - A 100 - million - yuan project for 100 sets of 1000 - standard - cubic - meter alkaline electrolyzer components is about to start [7]. - Kunhua Technology delivers 200 hydrogen - powered heavy trucks in Xinjiang Hami [8]. - Dalian Shipbuilding delivers the world's first methanol - dual - fuel - powered intelligent VLCC, with significant emission reduction [8]. - Rongcheng New Energy starts the trial operation of the first batch of hydrogen - assisted two - wheeled vehicles [8]. - Jieqing Technology delivers a new small - power closed - type air - cooled system for a German hydrogen - powered drone inspection project [8]. - A 3.534 - billion - yuan project for alloy solid - state hydrogen storage materials in Inner Mongolia is approved [8]. - A 4 - billion - yuan green hydrogen project of China Guangdong Nuclear Power is in the environmental impact assessment publicity stage [8]. - China National Coal Group signs a 200,000 - ton green methanol project in Inner Mongolia [8]. - Dongfang Hydrogen Energy unveils the "Hydrogen Intelligence Safety Center" [8]. - Sunlight and Longji are pre - selected for the bid of 29 alkaline electrolyzers of State Power Investment Corporation [9]. - CIMC Enric and Datang Hainan plan to cooperate on a green methanol project in Hainan [9]. - The first "carbon compensation" trade in the hydrogen energy field in China is completed in Zhejiang Jiaxing [3][9]. - China's first million - ton - level near - zero - carbon steel production line is fully connected, with a potential carbon reduction of 50% - 80% [3][9]. - Fujian's first hydrogen - powered zero - carbon bus demonstration line (Xiamen Route 736) is opened [3][9]. 3.3 Investment and Financing Events No investment and financing events are reported [10]. 3.4 Industry Conference Forecast The 2nd China Hydrogen Energy and Fuel Cell Technology Conference will be held from January 22 to 23, 2026, in Hefei, Anhui. The conference focuses on the innovation of the entire hydrogen fuel cell industry chain, and many well - known enterprises and institutions will participate [12].
注资1亿元!又一氢能公司成立
Qi Cha Cha· 2025-12-23 01:34
据企查查显示,12月4日,农发(内蒙古)氢能科技有限公司成立,注册资本10000万元,法定代表人乔强。 股权穿透显示,该公司由农发城乡建设开发(西宁)有限公司全资控股。 农发城乡建设开发(西宁)有限公司由农发城乡建设开发(甘肃)集团有限公司全资控股,均为中国农业产业发展基金有限公司旗下。 | 工商信息 历史工商信息 | | | | 目 文字介绍 Ca 工商官网快照▶ | ® 음버 | © 企查查 | | --- | --- | --- | --- | --- | --- | --- | | 统一社会信用代码 | 91150824MAK3G2NT2R 企业各称 | | 农发(内蒙古)氢能科技有限公司 | | | | | 法定代表人 | 乔强 器关联企业 2 | 登记状态 | 存续(在营、开业、在册) | 成立日期 | 2025-12-04 | | | | | 注册资本 | 10000万元 | 实缴资本 | | | | 组织机构代码 | MAK3G2NT-2 | 工商注册号 | 150824039188423 | 纳税人识别号 | 91150824MAK3G2NT2R | | | 企业类型 | 有限责任公司(非自 ...