加快转型升级，综合整治行业"内卷式"竞争，积极拓展海外市场，同心协力、团结互信，合力推 进……7月10日-12日，在上海嘉定举办的2025中国汽车论坛上，海内外各界嘉宾围绕本届论坛"提质向 新，智赢未来"的主题，踊跃建言，展望产业态势走向，共谋发展未来蓝图。 中国科学技术协会主席万钢强调，当前的中国汽车产业需要同心协力、团结互信，合力推进汽车产 业转型升级。电动化、智能化和低碳化是我国汽车产业转型升级的方向，在新能源汽车的发展过程中， 我们规划了纯电动、混合动力和氢燃料电池三大技术方向。过去十几年，我国汽车产业的电动化转型和 基础设施建设协调有序推进，取得了一定成绩。在接下来氢燃料电池汽车的发展方面，要加强示范政策 带动作用，统筹推进氢能与燃料电池汽车协同发展。他建议，要加强燃料电池汽车应用推广工作的政策 延续性、措施精准性和场景适配性，推动政策在支持突破关键技术、强化产业链的基础上，向支持规模 化推广、典型场景应用、加快基础设施建设等方向拓展。同时，延续支持政策、贯通综合示范；推 动"氢能高速"、构建"氢能走廊"；央地企同向发力、完善产业发展环境。 在中国机械工业联合会会长徐念沙看来，中国汽车工业要持续推动 ...

近日，交通运输部等六部门印发《关于推动内河航运高质量发展的意见》，明确要求积极发展新能源清 洁能源船舶。交通运输部水运科学研究院副院长冯玥10日表示，中国内河新能源清洁能源船舶将呈现多 种能源并行、梯次循序扩展的发展新态势。 他介绍，为进一步推动我国内河船舶新能源清洁能源动力技术路径聚焦，交通运输部水运科学研究院联 合行业科研院所、企事业单位和专家，共同开展了内河新能源清洁能源船舶技术路线图研究工作，在综 合考虑能源资源禀赋、技术发展趋势和航运承受能力基础上，分别对货船、客船等不同船型，内燃机、 动力蓄电池、燃料电池、电驱动等不同动力型式，以及配套加注(充换)基础设施等开展了研究，力图明 确不同时期、不同场景的能源技术路径，现已取得初步成果。 冯玥当日在2025年中国航海日新闻通气会上回答记者提问时作上述表示。他解释说，这一趋势基于政策 体系的持续优化、动力技术的迭代突破、能源供给的多元适配、市场需求的加速释放及产业链条的协同 完善而作出判断。 他进一步介绍，中国内河船舶使用新能源清洁能源起步较早，经历了从无到有、由点到面，目前已经基 本实现规模化的应用，呈现液化天然气(LNG)、电池、甲醇、氢燃料等新能源清 ...

据了解，目前云内动力生产经营活动正常有序开展，除立足于传统业务外，公司积极培育以智能制造、 绿色制造为核心的新兴业务项目，目前云内动力无人智能配送车及智能农机业务相关产品已实现小批量 销售，未来有望成为公司新的业绩增长点。 工业级电子产品方面，云内动力表示，公司将把握工业级电子产品行业发展趋势，积极参与行业标准的 制定，在巩固现有市场份额的基础上不断提升技术水平和市场竞争力。 新能源动力总成及新兴业务方面，云内动力将加快汽油机增程式动力总成、天然气增程式动力总成、氢 燃料电池动力总成的开发，加快构建插电混合动力等产品的布局，实现新能源市场的突破；持续推进公 司L4级智能配送车、智能割胶机等新兴业务，拓宽应用场景和适配范围。 昆明云内动力股份有限公司(简称"云内动力")日前收到云南证监局《行政处罚事先告知书》。云内动力 对此表示，高度重视监管要求，正在积极落实监管要求并采取相应措施，组织财务、年审会计师等相关 部门就告知书涉及的情况进行梳理和整改，有序开展相关财务会计报告的更正和追溯调整工作，尽快消 除相关事项对公司的影响，并根据深交所规定在一年后及时申请撤销风险警示。 为提升公司持续经营能力，改善当前经营被动 ...

Market Overview - The indices collectively experienced slight increases, with the Shanghai Composite Index, Shenzhen Component Index, and ChiNext Index rising by 0.48%, 0.47%, and 0.22% respectively, indicating a mixed market sentiment [4]. Hydrogen Energy Sector - The hydrogen energy sector saw significant early gains, with stocks like Hupoo Co., Meijin Energy, and Jingcheng Co. experiencing sharp increases [7]. - Although the sector initially rose over 1%, it later retraced but ultimately closed up by 0.8%, suggesting a rotation of funds within the sector [8]. Real Estate Sector - The real estate sector showed strong performance, with stocks such as Yuhua Development and Greenland Holdings hitting their daily limits, contributing to a sector increase of 2.91% [10][11]. - The market's positive sentiment was likely fueled by expectations of favorable policies from upcoming top-level meetings [11]. New Urbanization - The new urbanization sector experienced a rebound, closing up by 1.09%, with stocks like Meili Ecology and New City achieving consecutive gains [13]. - The sector's performance was supported by announcements from the National Development and Reform Commission regarding the goals for urbanization by 2035, although the market had already reacted positively prior to this news [13]. Stablecoin Concept - The stablecoin sector experienced volatility, with stocks like Changliang Technology and Yinzhijie showing brief surges before declining [14][17]. - The sector's fluctuations were influenced by news of Ant Group collaborating with Circle Internet to integrate USDC stablecoin into its blockchain platform, which initially boosted market sentiment [14][15].

以下文章来源于Siltrax海晫新能源 ，作者海晫新能源 Siltrax海晫新能源 . 浙江海晫新能源科技有限公司以硅基双极板替代氢能行业中传统的石墨、金属和复合材料双极板，研发 和生产出具有世界先进水平的PEM氢燃料电池、PEM电解槽及其系统解决方案和产品。 "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 势银研究： 势银产业研究服务 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 经 TÜV 莱茵认证的燃料电池在体积、重量和性能上树立新标杆 —— 推动航空航天、船舶和 交通运输业的 发展。 势银数据： 势银数据产品服务 势银咨询： 势银咨询顾问服务 重要会议： 2025势银（银川）长时储能产业大会（7月14日-15日，宁夏·银川） 点此报名 悉尼， 2025 年 7 月 9 日 – 燃料电池创新领域的 先进 企业 —— Siltrax 宣布，其氢燃料电 池实现了有记录以来最高的体积功率密度和 质量 功率密度。 经独立第三方机构 TÜV 莱茵（ TÜV Rheinland ）测试验证， Siltrax 专有的 1 ...

Core Viewpoint - Yunnei Power has received an administrative penalty notice from the Yunnan Securities Regulatory Bureau, indicating a need for regulatory compliance and governance improvement, while the company is actively working on rectification measures to mitigate the impact and plans to apply for the removal of risk warnings when conditions permit [1] Group 1: Business Operations and Strategic Transformation - The company emphasizes that its production and operational activities are currently normal and orderly, focusing on consolidating its traditional internal combustion engine business while actively expanding into intelligent and green manufacturing sectors [2] - The company has achieved small-scale sales in unmanned intelligent delivery vehicles and smart agricultural machinery, which are expected to become new growth points for performance in the future [2] - To enhance sustainable operational capabilities, the company is optimizing its business structure through various measures, including refining marketing strategies and promoting product differentiation in the diesel engine sector [2] Group 2: New Energy and Emerging Business - The company is accelerating the development of gasoline engine range-extended powertrains, natural gas range-extended powertrains, and hydrogen fuel cell powertrains to achieve breakthroughs in the new energy market [3] - The company continues to promote L4-level intelligent delivery vehicles and smart rubber tapping machines, broadening application scenarios and adaptability [3] Group 3: International Market Expansion - The company is focusing on Southeast Asia, Africa, South America, and the Middle East for international market expansion, increasing the export of its products alongside automotive manufacturers or trading companies [3] Group 4: Governance and Long-term Competitiveness - Despite the short-term impact of regulatory measures on the company's market image, it is expected to enhance governance, internal control systems, and management levels in the long run, contributing to improved quality and sustainable development of the listed company [4] - The company aims to use this rectification as an opportunity to further improve internal governance, strengthen compliance operations, and enhance the quality of financial accounting and information disclosure for long-term stable development [4]

证券研究报告 | 行业周报 2025 年 07 月 09 日 电力设备及新能源 PEM、AEM 电解槽技术有所突破，多地发布推动氢能发展政策 行情回顾：截至 2025 年 7 月 4 日，氢能源指数收盘价为 2135.09 点，本 周涨跌幅为 1.03%，2025 年初至今涨跌幅为 20.16%。氢能行业周涨幅前 五的公司为雪迪龙、凯美特气、盛德鑫泰、中材科技、华光环能，涨幅分 别为 31.74%、27.46%、22.40%、20.71%、20.06%；氢能行业周跌幅前 三的公司为光智科技、泰和科技、新迅达，跌幅分别为-15.82%、-9.40%、 -9.13%。 重点事件点评：内蒙古 12 套 1000Nm³/h 碱槽氢储项目获备案；全国首条 跨省绿氢管道内蒙古段获批；东莞首批氢能两轮车投运；摩洛哥大型绿色 氢能项目最新进展；英特利制氢电源保障 ACWA 乌兹别克斯坦绿氢工厂产 氢成功；乌兹别克斯坦塔什干绿氢项目成功实现产氢；广州启动氢车与加 氢站全面接入市新能源智能汽车监测平台工作；四川推动氢能"制储运用" 一体化，引领商业化新进程；六部委发展新能源清洁能源船舶，推动氢燃 料电池动力技术应用；明阳氢能新一 ...

专利摘要显示，本发明涉及车辆技术领域，具体公开了氢燃料电池车制动能量回收方法、回收系统及车 辆，A10：实时监测车辆的状态；A20：判断车辆是否制动，若是，则执行A30，若否，则返回A10； A30：制动再生模块启动且向动力电池充电；A40：根据动力电池的电量，调节制动再生模块向动力电 池供电，还是向制氢模块供电，制氢模块制得的氢气充入氢罐内。通过检测车辆的状态，以判断车辆是 否处于制动状态，若车辆处于制动状态，则制动再生模块启动，以将车辆的制动能转化为电能，且将电 能提供给电池，与此同时，监测车辆的电量状况，避免动力电池过充的同时，将多余的电能提供给制氢 模块，用于使产生的电能发生电解水反应，以制得氢气，以供燃料电池反应产生电能。 天眼查资料显示，一汽解放汽车有限公司，成立于2002年，位于长春市，是一家以从事汽车制造业为主 的企业。企业注册资本1080301.25万人民币。通过天眼查大数据分析，一汽解放汽车有限公司共对外投 资了23家企业，参与招投标项目5000次，财产线索方面有商标信息272条，专利信息5000条，此外企业 还拥有行政许可187个。 金融界2025年7月8日消息，国家知识产权局信息显示， ...

Domestic News - The Ministry of Industry and Information Technology (MIIT) is soliciting public opinions on three mandatory national standards, including the speedometer for automobiles and motorcycles, with a deadline of August 30, 2025. The revisions include changes to the scale value marking and requirements for electronic digital speedometers [2][3] - Starting January 1, 2026, new regulations will require all newly approved passenger vehicles to be equipped with Anti-lock Braking System (ABS) to enhance vehicle stability during emergency braking. Additionally, the new standards will prohibit the default "single pedal mode" for energy recovery systems in electric vehicles [4][5] - In the first five months of 2025, Shaanxi Province exported 155,000 new energy vehicles, marking a 173% increase year-on-year, surpassing the total export volume of 147,000 vehicles for the entire year of 2024. The province's total vehicle production reached 789,000 units, a 29.3% increase [6][7] - CATL and Geely have signed a strategic cooperation agreement to deepen collaboration in battery technology and supply chain development [8] - Changan Automobile has opened its first flagship store in Norway, launching the Deep Blue S07 model, which is tailored for the European market [9] - BYD Energy has signed a cooperation framework agreement with State Grid Hunan Comprehensive Energy Service Co., aiming for deep collaboration in distributed energy storage [10][11] - Pony.ai has initiated autonomous driving pilot tests in Dubai, with plans for commercial operation by 2026 [12] - Faurecia China and GAC Huawang have established a joint venture to enhance their competitive edge in the market [13] International News - In June, the UK saw a 6.8% year-on-year increase in new car registrations, with electric vehicle demand rising by 39.1% [14] - The Czech Republic has become the second European country to legally allow Level 3 autonomous vehicles on public roads, effective January 1, 2026 [15] - Hyundai has begun construction of a hydrogen fuel cell factory in Ulsan, South Korea, expected to be operational by 2028 [16] - Tesla has expanded its Full Self-Driving (FSD) testing to Spain, following previous expansions in other European countries [17] Commercial Vehicles - Sichuan Province is promoting the development of hydrogen fuel cells and hydrogen-powered heavy trucks as part of its new industrial strategy [18] - Dongfeng Motor has delivered its first batch of the new Dongfeng Dolika Kangluwei light trucks [19] - BYD's Shark pickup has become the best-selling domestic pickup in Australia, with a 368% increase in registrations year-on-year [20] - Guangzhou Yuanchen New Energy Commercial Vehicle Company has officially launched, focusing on the electrification of public transport and logistics vehicles [21]

"为什么印度不斥资300亿美元去争取造船业第一?而美国已经计划斥资300亿美元，去超越中国造船业的 霸主地位了!" 这是一位印度网友在国外著名的问答网站Quora上提的一个问题。 正如这位印度网友所说，美国的确计划斥资300亿美元，重振造船业来超越咱们中国的造船业第一的地 位。 而印度网友的意思就是中国可以，美国准备可以，印度也会可以。 而根据世界CGT数据计算得出，现在中国造船业占比53%，美国是0.1%，而印度是0.05%。按照这数 据，这哥俩算是半斤八两。 而各国网友也对这个提问发表了自己的看法。 作为油管五常之一的另一位印度网友是第一个回复这个问题。他认为印度有着雄心勃勃的计划，在2030 年造船业成为全球前十，而到了2047年会进入前五。 他相信自己国家肯定会斥资使得造船业超越中国，美国成为世界第一。 看了这个评论，感觉印度网友还是一如既往的自信。 下面韩国网友则表示感谢美国让韩国今年的造船业的CGT数据从19%升到了25%。同时他对于印度是否 也会斥资300亿美元投资造船业这件事并不清楚。 正如韩国网友所说，韩国要感谢美国。 因为2025年4月份开始，美国出台了一个政策，就是对在中国建造的船只收取 ...