与去年相比，"未来能 源"、"脑机接口"在政府工 作报告中首次提及。 出品 | 妙投APP 作者 | 董必政 张贝贝 编辑 | 丁萍 头图 | AI制图 政策，就是投资的风向标。 3月5日，十四届全国人大四次会议开幕。国务院总理李强在政府工作报告中，勾勒出了未来一年的国家意 志。 对于嗅觉敏锐的投资者而言，字里行间跳动的都是"点石成金"的投资机会。 回顾过去两年，这一点已被市场反复验证。 2024年，"低空经济"首次被写入报告，随即引爆了长达一年的产业狂欢。典型如万丰奥威，在2024年3月单 月涨幅就达到了惊人的133.63%。 2025年，"深海经济"接棒入场，海兰信在报告发布当月也拿下了38.18%的涨幅。 与去年相比，"未来能源"、"脑机接口"在政府工作报告中首次提及。 | 2026年政府工作报告 2025年政府工作报告 | | --- | | 实施产业创新工程，鼓励央企国企带头开放应用场景，打 造集成电路、航空航天、生物医药、低空经济等新兴支柱 开展新技术新产品新场景大规模应用示范行动，推动商业 产业。建立未来产业投入增长和风险分担机制，培育发展 航天、低空经济、深海科技等新兴物业安全健康发展，具 未 ...

Core Viewpoint - The article discusses the significant focus on hydrogen energy development during the recent Two Sessions, highlighting the establishment of a national low-carbon transition fund to foster new growth points such as hydrogen energy and green fuels [3]. Group 1: Hydrogen Fuel Cell Vehicles - Hydrogen fuel cell vehicles are a crucial application in the hydrogen energy industry, with their development being closely monitored [3]. - The current ownership of fuel cell vehicles in China is lagging behind the targets set in the "Hydrogen Energy Industry Development Medium and Long-term Plan (2021-2035)," with an expected ownership of approximately 31,300 vehicles by 2025, primarily consisting of trucks [4]. - Trucks dominate the market due to their energy replenishment advantages and economic viability, as well as fixed driving routes that lower the costs of hydrogen station construction [4]. Group 2: Policy Support and Economic Impact - Since 2024, several regions, including Shandong and Sichuan, have implemented policies to reduce highway tolls for fuel cell vehicles, which have proven to significantly lower operational costs [4]. - For instance, a 49-ton heavy truck in Henan can reduce its transportation costs by about 20% if all highway tolls are waived, potentially saving around 200,000 yuan annually, making it more economical than fuel oil vehicles [4]. - The number of hydrogen trucks in Henan has increased by approximately 72% since the implementation of the toll exemption policy in 2025 [4]. Group 3: Infrastructure and Strategic Recommendations - Current hydrogen energy highway demonstrations are limited in scope, often confined to specific regions, lacking a cross-regional collaborative mechanism, which hampers the scale development of fuel cell vehicles [5]. - Recommendations include strengthening the top-level design for national hydrogen energy highway demonstrations, establishing a dedicated management body to plan nationwide hydrogen energy routes and supply [5]. - It is suggested to enhance support for hydrogen energy highways at the national level, including policies for toll exemptions and subsidies for vehicle purchases and hydrogen stations, to accelerate the implementation of hydrogen energy demonstrations [5].

Core Viewpoint - The article emphasizes the importance of hydrogen energy in achieving China's dual carbon goals, highlighting various proposals from representatives at the National People's Congress aimed at promoting the development of the hydrogen industry and establishing a modern energy system [2]. Group 1: Policy and Regulatory Suggestions - GAC Group's Chairman Feng Xingya suggests accelerating the establishment of a 70MPa hydrogen refueling standard and regulatory framework to support the hydrogen fuel cell vehicle industry [3]. - Qiu Jihua, Vice President of Chaozhou Sanhuan, recommends that industry authorities provide special support for the development of key technologies related to megawatt-level solid oxide fuel cells (SOFC) and their coupling with heat pump systems [4]. - Zhang Guoqiang, Chairman of Yihua Tong, proposes a national-level hydrogen highway initiative, including the establishment of hydrogen refueling stations and the reduction of hydrogen refueling costs [5]. Group 2: Industry Development and Technological Innovation - Zhong Baoshan, Chairman of Longi Green Energy, calls for the implementation of dual measures of "carbon control + subsidies" to promote the use of green hydrogen in various sectors, and to simplify project approval processes [6]. - Xue Jiping, Chairman of Zhongtian Technology Group, advocates for the inclusion of the Rudong hydrogen energy base in national and regional hydrogen development plans to enhance collaborative development in the Yangtze River Delta [7]. - Jiang Li, Chairman of Nanjing Tianga Environment, suggests prioritizing integrated green hydrogen and ammonia projects in the 14th Five-Year Plan and supporting the establishment of a certification system for green hydrogen derivatives [8]. Group 3: Market and Infrastructure Development - Zhang Tianren, Chairman of Tianneng Holdings, emphasizes the need for policy support to accelerate the commercialization of hydrogen energy storage and hydrogen-powered drones, highlighting the importance of a robust innovation and infrastructure framework [9]. - Li Wenhui from State Power Investment Corporation suggests fostering a domestic green market and establishing a comprehensive carbon trading market to facilitate the value transmission of green hydrogen products [10].

冯兴亚表示，1月份，广汽集团销量实现"开门红"，为全年发展开好了局。 数据显示，1月，广汽集团销量达11.66万辆，同比增长18.47%。其中，集团自主品牌销量占比增至 42.41%。 长江商报记者注意到，按照200万辆产销量的目标，广汽集团2026年销量增速要达到16.2%。 冯兴亚表示，广汽集团要持续推进转型、变革、重构，锤炼"更懂用户、反应更快、技术更强"的现代化 汽车集团体系能力，推动改革从"形"的重塑向"神"的提升转变。 "锚定年度目标，全力以赴打好业绩翻身仗。"广汽集团（601238）(601238.SH、02238.HK)董事长冯兴 亚信心十足地表示。 2月26日，广汽集团召开2026年高质量发展大会，冯兴亚发表讲话，部署全年攻坚任务，锚定产销重回 200万辆级目标。 值得一提的是，2月，广汽集团固态电池产业化迎来里程碑式突破，旗下广汽埃安大容量全固态电池中 试线已与整车装配线完成精准对接，电芯量产与整车集成同步进入全流程调试阶段，全固态电池上车节 奏进入国内车企第一梯队。 力争海外销售20万辆 2月26日，广汽集团召开2026年高质量发展大会，冯兴亚发表讲话，部署全年攻坚任务，锚定产销重回 2 ...

同心致远、协同奋进。十余载深耕不辍，京津冀协同发展从蓝图落地为实景，从重点突破迈 向全域融合，世界级城市群主干构架已然成型，高质量发展增长极势能强劲。 当前，京津冀协同发展迈入深度融合、提质增效的新阶段，"十五五" 开局起步，每一步前 行都更需战略定力与系统思维，更彰显使命担当与时代作为。 风好正是扬帆时，策马扬鞭再登峰。值此 "十五五" 开局之年，长安街知事（微信ID： Capitalnews）联手三地党报再次推出系列报道 "京津冀一把手访谈录"，邀请三地市区党委 政府 "一把手"，共话协同成效、共商发展大计、共绘现代化首都都市圈美好新篇。 口市市长 张涛。梁涛摄 河北张家 近年来，张家口市在对接京津、服务京津中稳步推进高质量发展，推动产业发展协同协作、生态环境共 建共享，体文旅产业融合发展，加快经济社会高质量发展步伐。 回望"十四五"、迈步"十五五"，在落实京津冀协同发展国家战略上，张家口市有哪些成果，接下来又有 哪些工作计划？近日，记者专访了张家口市市长张涛。 推动产业协同升级，增强科创协作能力 记者：近年来，张家口是如何抢抓北京非首都功能疏解带来的发展机遇、助力本地产业升级的？"十五 五"时期，在融入 ...

加入轩辕同学 ， 成就新汽车人! 设计 | 甄 尤 美 撰文 | 郝 雨 涵 编辑 | 黄 大 路 "加氢站的每项业务都在亏钱，每个加氢站也基本在亏钱。"2026年1月，《汽车商业评论》走访北京的加氢站时，一名加氢站的工作人员直言不讳 地道出行业现状。 曾几何时，氢燃料电池汽车被冠以 "终极能源"汽车的光环，各国政策扶持轮番加码，不少车企争相入局豪赌，整条产业链一度狂飙突进、风起云 涌。 2019年5月 ， 《汽车商业评论》 发表总编辑贾可博士撰写的封面文章 《氢浮》， 文章聚焦当时中国氢燃料电池汽车产业热潮，探讨产业发展现 状、技术瓶颈、商业化挑战与未来前景，表达对行业发展的理性思考与担忧 ，并认为当时的热潮可能是一种脱离现实的"虚火"，并呼吁行业保持 理性。 时至今日，这一担忧已经逐步成为现实。 1月8日，《汽车商业评论》拍摄于朝阳王四营加氢站 1月8日，《汽车商业评论》拍摄于 通州腾达加氢站 2025年，从中国到全球市场，从乘用车赛道到商用车领域，氢燃料电池汽车产业全线遇冷、节节败退，这一年，堪称氢燃料电池汽车的祛魅元 年。 从市场走势来讲， 2025年，中国汽车产业销量依然巨大，但与此同时，燃料电池汽 ...

Core Insights - Hydrogen energy will play a crucial role in the green transition of the energy system and deep decarbonization of industries, but it is currently in its early development stage facing high costs that hinder large-scale commercial application [1] - The integration of industry, academia, and research is essential to overcome key bottlenecks and cultivate core competitiveness in the hydrogen energy sector [1] Industry Opportunities - The domestic hydrogen energy market is expanding as technology matures, with applications in transportation, industry, and power sectors, such as hydrogen fuel cell vehicles contributing to low-carbon transitions [2] - The construction of hydrogen energy infrastructure, including hydrogen storage and refueling stations, is progressing, with operational stations covering 29 provinces, providing policy support for industry chain bottlenecks and application expansion [2] International Collaboration - China's increased participation in international hydrogen energy standard-setting presents significant opportunities for technology advancement, with collaborations between Chinese enterprises and international research institutions enhancing global competitiveness [3] Challenges in Integration - The hydrogen energy sector faces challenges in integrating industry, academia, and research, including poor policy coordination and differing priorities between enterprises and universities [4] - Enterprises struggle to play a significant role in innovation due to financing bottlenecks and limited application scenarios, hindering their ability to convert research outcomes into practical applications [5] - There is a shortage of high-level talent and interdisciplinary professionals in the hydrogen energy field, exacerbated by a late start in developing educational programs [5] Policy Recommendations - To enhance collaboration, a coordinated innovation mechanism should be established, aligning the research focus of universities with the technical needs of enterprises, and improving the efficiency of cooperation [7] - Emphasizing the role of enterprises as innovation leaders, mechanisms to alleviate financing challenges should be implemented, including establishing hydrogen industry funds and promoting green financial tools [8] - Support for joint research activities between enterprises and research institutions is crucial, along with simplifying patent and technology transfer processes to improve innovation outcomes [9]

氢能行业产学研融合发展面临的挑战 推动产学研融合发展，是破解关键瓶颈、培育产业核心竞争力的关键路径。 氢能在能源体系绿色转型与产业深度脱碳进程中将承担关键角色。当前氢能产业仍处于产业发展初期， 属于变革期和瓶颈期，其核心问题是成本过高影响而无法大规模商业运用，需要通过知识创新和研发突 破来降低成本，这催生了对资本、技术、人才等要素的需求。为支撑产业高质量发展，亟须建立完善适 应氢能产业高质量发展的产业融通创新体系，而推动产学研融合发展，是破解关键瓶颈、培育产业核心 竞争力的关键路径。 氢能行业产学研融合发展的机遇 从国内市场看，随着氢能技术逐渐发展成熟，氢能在交通、工业、电力等领域的应用场景将不断拓展。 例如，氢燃料电池汽车因其零排放特性，有益于交通行业低碳转型。在工业领域，尤其是钢铁、化工等 高耗能行业，氢能替代传统高碳能源的潜力逐步显现。近年来，氢能建筑作为绿色建筑的新理念也逐步 兴起。它既可以通过利用氢能以分布式发电方式为家庭住宅、商业建筑等供热、供电，也可以通过天然 气掺氢的方式为建筑供暖。特别是随着西部新能源基地的大规模建设，氢能将成为连接西北新能源和东 部需求的重要通道。应用拓展不仅能扩大氢能的市 ...

（文章来源：证券日报） 证券日报网讯 2月24日，广汽集团在互动平台回答投资者提问时表示，2025年4月，"广汽日野汽车有限 公司"正式变更为"广汽领程新能源商用车有限公司"。广汽集团持有广汽领程约89.72%股权。广汽领程 聚焦纯电动、氢燃料等前沿技术，为城市物流、长途干线及全球化市场打造高效、智能、可持续的解决 方案，其中在氢燃料汽车领域，已推出自卸车、厢式车、冷藏车、环卫车等产品。2026年1月10日，广 汽领程已面向广汽商贸物流、广环厂等生态伙伴批量交付氢燃料电池汽车，在大湾区开展示范运营。 ...

Hydrogen Energy and Nuclear Fusion - The Chongqing Jiulongpo District has staff refueling hydrogen fuel cell vehicles, indicating advancements in hydrogen energy infrastructure [2] - The "China Fusion Engineering Test Reactor" has achieved a breakthrough with a nuclear temperature of 117 million degrees Celsius and an electron temperature of 160 million degrees Celsius, marking a significant milestone in China's fusion research [4] Embodied Intelligence - The Guangdong Embodied Intelligence Robot Innovation Center showcases a pipeline inspection robot, highlighting developments in robotics technology [6] - In Sichuan's Bazhong Tongjiang County, students interact with robotic dogs, demonstrating the integration of robotics in educational settings [8] Biomanufacturing - The Hunan Biomanufacturing Pilot Base features a purification workshop where staff use flat-panel centrifuges for material dehydration, reflecting advancements in biomanufacturing processes [10] Quantum Technology - Researchers are experimenting with the "Zhuangzi 2.0" superconducting chip, discovering controllable patterns in the preheating phase of quantum systems, which is crucial for quantum technology development [12] - The Chinese Academy of Sciences' Quantum Information and Quantum Technology Innovation Research Institute in Hefei is a key player in advancing quantum research [14] Sixth Generation Mobile Communication - The Shanghai 6G Intelligent Communication Valley showcases a company's 6G smart terminal products, indicating progress in next-generation mobile communication technology [16] - In Nanjing, researchers at the Zijinshan Laboratory demonstrate a self-developed Bayesian learning baseband chip, contributing to the development of 6G technology [18] Brain-Computer Interfaces - In Wuhan, researchers utilize mixed reality technology to present the spatial relationship between brain-computer interface devices and rat brain structures, showcasing innovations in neuroscience [20] - At the Beijing Capital International Exhibition Center, visitors experience high-performance brain-computer interface devices, indicating growing interest and advancements in this field [22]