联泓新科公告称，其控股子公司联泓格润（山东）新材料有限公司投资建设的联泓格润一体化项目主要 装置近日成功投产。该项目2024年4月开工，2025年9月整体中交。其中，30万吨/年环氧丙烷（PO）和 天然气制氢装置、130万吨/年甲醇制烯烃（MTO）装置、20万吨/年乙烯 - 醋酸乙烯共聚物（EVA）装 置、24万吨/年聚醚多元醇（PPG）装置均一次性开车成功并产出合格产品，目前稳定运行。项目投产 后，公司产品结构更丰富，产业链优势凸显，预计对业绩产生积极影响，但产品盈利仍有不确定性。 ...

Group 1 - The International Energy Agency (IEA) reports a surge in global clean hydrogen investment, projected to reach $7.8 billion in 2025, a 70% increase from 2024 [1] - Investment growth in clean hydrogen is driven by two main areas: electrolysis projects expected to attract $6 billion and natural gas hydrogen production with carbon capture, utilization, and storage (CCUS) technology projected to reach $1.8 billion [1] - The rise in hydrogen investment is supported by unprecedented policy backing and expanding market demand, particularly in hard-to-abate sectors like steel, chemicals, and heavy transport [2] Group 2 - If all hydrogen projects with final investment decisions (FID) are realized, global hydrogen production capacity could soar to approximately 7.5 million tons by 2035, nearly a 15-fold increase from current levels [2] - The hydrogen industry is expected to exhibit a "multipolar" characteristic, with Northwest Europe emerging as an innovation hub, supported by collaborative projects like the hydrogen pipeline between Germany and Denmark [2] - Despite the investment boom, the hydrogen sector faces challenges such as policy coordination, infrastructure deficits, and high technology costs, with a carbon price of over $140 per ton needed for CCUS blue hydrogen to compete with traditional hydrogen production [3]