赫美集团（002356.SZ）12月23日在投资者互动平台表示，公司共享单车两轮车在山西孝义、河南、内 蒙古、安徽和云南等地已陆续投放运营，公司共享单车两轮车业务将根据公司战略持续探索氢能在短途 出行领域的商业化应用，积累运营经验。共享单车两轮车业务运营相关信息敬请关注公司公告。 （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：2025年全国多省市加速布局氢能两轮车示范应用，凭 借其超长续航、快速补能及低温性能稳定等优势，为绿色出行提供了新选择。该技术正从实验阶段迈向 规模化应用，有望破解传统电动车冬季续航缩水的痛点。赫美集团与关联方的氢燃料电池两轮车有哪些 高频、长距离等场景优势？ ...

Core Viewpoint - The hydrogen energy industry is gaining momentum in Shanghai, with a focus on developing hydrogen fuel cell two-wheelers as a key application to drive growth in the sector [1][2]. Industry Development - The "14th Five-Year Plan" emphasizes hydrogen energy as a new economic growth point, with commercial applications already underway [1]. - Shanghai has several companies mastering core technologies such as stacks and membrane electrodes, achieving international leading standards [2]. - The market for electric two-wheelers in China is approximately 450 million units, with an annual addition and replacement of at least 50 million units, predominantly occupied by lithium battery vehicles [2]. Technological Advancements - Solid-state hydrogen storage systems are highlighted for their safety and higher energy density compared to lithium batteries, with a two to three times greater energy density and double the range [3]. - Testing reports indicate that solid-state hydrogen storage devices have significantly better safety profiles than lithium batteries, providing more escape time in case of fire [3]. Market Opportunities - Hydrogen fuel cell two-wheelers are positioned to gradually replace lithium battery models, supported by government initiatives and successful pilot projects [4]. - Companies like Panyue and Jingqing are leading the development of hydrogen fuel cell systems and have initiated successful operations of hydrogen-powered shared bicycles [4][5]. - The operational cost of hydrogen-powered shared bicycles has decreased significantly, with potential profitability without government subsidies [5]. Application Scenarios - Hydrogen fuel cell two-wheelers are being tested in various applications, including delivery services and tourist attractions, with plans for large-scale deployment [5][6]. - Companies are exploring partnerships to expand the use of hydrogen delivery vehicles, with trials already underway in specific districts [5][6]. Future Outlook - The industry is expected to see rapid growth, with recommendations for opening more application scenarios to reduce costs across the hydrogen energy supply chain [6].

Group 1: Hydrogen Industry Development - The release of the "Suggestions on Formulating the 15th Five-Year Plan for National Economic and Social Development" has stimulated the hydrogen energy industry, positioning hydrogen energy as a new economic growth point alongside nuclear fusion energy [1] - Experts emphasize the importance of integrating hydrogen technology with various application scenarios to accelerate the development of the hydrogen energy industry during the 15th Five-Year Plan period [1][2] - Shanghai has initiated key technology research and development for hydrogen fuel cell two-wheelers, with several influential companies emerging in the sector [1][2] Group 2: Market Potential and Safety Advantages - The current market for electric two-wheelers in China is approximately 450 million units, with an annual addition and replacement of at least 50 million units, predominantly occupied by lithium battery two-wheelers [2] - Hydrogen fuel cell two-wheelers offer significant safety advantages over lithium batteries, with solid-state hydrogen storage systems demonstrating superior safety in various tests [3] - The energy density of fuel cells is 2-3 times higher than that of lithium batteries, providing a longer range and better performance in cold weather [3] Group 3: Business Model and Commercial Viability - Fuel cell two-wheelers are expected to gradually replace lithium battery models, supported by successful projects and government initiatives [4] - Companies like Panyue have successfully operated hydrogen-powered shared bicycles, achieving cost reductions through mass production and technological advancements [4][5] - The hydrogen delivery vehicles are being tested in the express delivery sector, indicating a growing market potential for hydrogen energy applications [5][6] Group 4: Future Outlook and Recommendations - The development of hydrogen energy shared bicycles is seen as a viable business model that does not rely on government subsidies, creating a commercial closed loop [5][6] - Recommendations include opening various application scenarios for fuel cell two-wheelers to reduce costs across the industry chain and promote rapid growth in the hydrogen energy sector [6]