（记者 王晓波） 每经AI快讯，有投资者在投资者互动平台提问：请问公司在重庆有相关业务布局吗？ 美锦能源（000723.SZ）1月9日在投资者互动平台表示，公司持续关注全国氢能产业发展及各地政策导 向。在重庆地区，公司通过旗下的小柿子车辆智运平台开展氢燃料电池车辆的投放与运营，服务相关应 用场景的实际需求。氢能作为十五五规划明确的未来产业，公司将依托既有资源基础和产业协同优势， 结合不同区域的应用场景，有序推进制氢、储运、加注及终端应用等环节的发展，在符合区域条件和应 用场景的前提下，持续探索氢能在交通、工业及综合能源领域的示范应用。 ...

能源结构优化成效显著，实现降碳与增长双向共赢。2024年，全市地区生产总值增长6.0%，总量达 4773.3亿元。在经济稳中向好的同时，2024年能耗强度降至0.472吨标煤/万元，较2020年下降14.56%， 提前完成"十四五"目标任务。全市煤炭消费占比下降至37%左右，非化石能源占能源消费总量比重达到 18%，超额完成省"十四五"规划目标5个百分点。可再生能源装机占电力总装机比重达71%，可再生能 源发电增速19%，非化石能源消费占比优于全省"十四五"末13%的目标，呈现出经济发展与生态环境保 护协调共进的局面。 交通运输结构创新升级持续推进，清洁运输体系加速成型。全市大宗货物清洁低碳运输比例已提升至 80%以上。完成"容易线"驿站北区等6座加氢站建设，成功打造雄安新区"容易线"氢能重卡、主城区氢 能环卫车、城市民生物流及工业大宗运输等应用场景。目前，全市氢燃料电池车辆应用规模已超过千 辆，清洁低碳交通网络正逐步完善。 从河北省保定市召开的"十四五"经济社会发展成就系列主题新闻发布会获悉，"十四五"期间，保定市绿 色低碳转型步伐持续加快，为高质量发展注入鲜明生态底色。 保定市生态环境局督察专员甄赫明介绍 ...

Core Insights - Sichuan's industrial sector has shown significant growth during the "14th Five-Year Plan" period, with an average annual increase of 6.6% in industrial added value, rising from 1.34 trillion yuan to 1.79 trillion yuan [9] - The province's industrial enterprises have increased R&D investment and intensity by 50% and 41% respectively, indicating a solid path of simultaneous quantity and quality improvement [9] Group 1: Industrial Transformation - Sichuan is transitioning from traditional manufacturing to intelligent manufacturing, exemplified by the automation in the production processes of companies like Wuliangye and Dongfang Turbine [9][10] - Wuliangye has established technology innovation platforms with six academicians, leading to the creation of 13 national high-tech enterprises [9] - Dongfang Turbine has reduced assembly cycles by 40% through digital empowerment, showcasing significant efficiency improvements in heavy-duty gas turbine production [9] Group 2: New Energy and Automotive Industry - The automotive sector in Sichuan, particularly in new energy vehicles, is rapidly expanding, with a reported 170% increase in production of electric vehicles and a 55% increase in lithium-ion batteries from January to September [10] - Sichuan Lingke Automobile has achieved a stable production of over 1,100 vehicles daily, with a significant portion being new energy models [10] - The province is positioning itself as a leader in the power battery industry, with plans to reach a production capacity of 400 GWh and an industry output value exceeding 500 billion yuan by 2025 [10] Group 3: Emerging Technologies - The Chengdu Humanoid Robot Innovation Center is developing advanced humanoid robots, marking significant progress in AI and robotics [10] - Sichuan is also focusing on hydrogen energy, with companies like Dongfang Electric mastering the entire hydrogen energy supply chain [10] - The launch of the first large passenger electric vertical takeoff and landing aircraft in Sichuan represents a breakthrough in the low-altitude economy [10] Group 4: Supportive Ecosystem - The "Enterprise Home" initiative in Sichuan provides essential policy support and services to local businesses, facilitating over 2700 activities to support more than 110,000 enterprises [10] - The establishment of the 20 GW high-efficiency crystalline silicon battery project by Yingfa Ruili in Yibin highlights the province's attractive business environment, leading to rapid project execution and significant market presence [10] - The solar industry in Yibin is projected to achieve a production value exceeding 30 billion yuan by 2024, reflecting the region's rapid growth in renewable energy [10]

Core Insights - The article highlights a significant decline in fuel cell installation and vehicle sales in the first half of 2025, with installation capacity at 253.69 MW, down 5.6% year-on-year and 53.8% quarter-on-quarter, and vehicle sales at 1,967 units, down 22.0% year-on-year and 57.3% quarter-on-quarter [2]. Fuel Cell Installation Overview - In H1 2025, the top five companies in fuel cell installation accounted for a market concentration of 61.1%, with Dongfang Hydrogen Energy leading at 19.7% [2]. - Dongfang Hydrogen Energy focuses on diverse applications including traction vehicles and logistics, with systems primarily in the 112-135 kW range, and some traction vehicles utilizing a new 200 kW high-power system [2]. - Hyundai Hydrogen Technology promotes cold chain logistics vehicles with a power output of 90 kW, having deployed 350 vehicles, primarily in Guangzhou [2]. - Yuntai Hydrogen Energy is involved in specialized vehicles, with power selections between 110-130 kW [2]. Company Profiles Dongfang Hydrogen Energy - Established in 2015, it is a state-owned enterprise producing hydrogen fuel stacks and systems for various applications, including transportation and distributed power generation [5]. - The company has successfully developed multiple demonstration vehicle types and achieved rapid production and delivery of fuel cell systems [6]. Hyundai Hydrogen Technology - HTWO Guangzhou, a subsidiary of Hyundai Motor Group, has established a leading production line for hydrogen fuel cell systems with an annual capacity of 6,500 units [8]. - The company has initiated demonstration operations for logistics vehicles, achieving significant mileage and reliability in complex environments [8]. Yuntai Hydrogen Energy - Founded in May 2022, Yuntai focuses on hydrogen technology product development and has established a comprehensive supply chain from materials to commercial applications [9]. - The company has launched a hydrogen refueling station and committed to competitive pricing for hydrogen fuel over the next several years [12]. Huafeng Fuel Cell - A joint venture between Beijing Yihua Technology and Toyota, established in June 2021, focusing on the production and sales of fuel cell systems [10]. Rongcheng New Energy - Part of Rongcheng Group, it integrates hydrogen energy solutions across the entire industry chain and has deployed 800 hydrogen fuel cell vehicles and 12 refueling stations [13].

现代汽车印度公司与印度石油公司签署谅解备忘录，共同探索氢燃料电池车辆的大规模应用可行性。 ...