2026.01. 28 封图 | 停运的氢能公交车 林春挺 摄 在广东省佛山市南海区的街头，以环保著称的天蓝色氢能公交车往来穿梭。但在南海区丹灶汽车客运站停车 场内，却是另一幅场景。 近日，第一财经记者实地探访发现，20余辆氢能公交车整齐停放在草地上，每辆车的挡风玻璃上都醒目贴 着"氢气车够里程安排停驶，不能运营""临停车辆"等告示。车站工作人员告诉记者，这些车辆本身无故障、 可正常行驶，只因氢气价格偏高，运营得不偿失，只能暂时停运。 本文字数：2393，阅读时长大约4分钟 作者 | 第一财 经 林春挺 这是南海区目前停运的氢能公交车的一小部分，佛山也并非只有南海区出现氢能公交车停运的情况。 佛山的氢能公交车采购量较高于很多地方，这与当地对氢能产业的扶持有关。作为氢能产业示范推广的重点 项目，佛山自2018年起累计投运近千辆氢能公交车，总成本超10亿元。 全国已有多个城市上马了氢能源公交，但数量上佛山首屈一指。 记者发现，氢能公交车的采购价格和运行成本远高于普通电动公交车，即使算上政策性补贴，多数氢能公交 车的这两项实际成本仍要高于普通公交车。"氢气车够里程安排停驶"指向两个现实，一是这些车跑够了补贴 的达标 ...

在广东省佛山市南海区的街头，以环保著称的天蓝色氢能公交车往来穿梭。但在南海区丹灶汽车客运站 停车场内，却是另一幅场景。 近日，第一财经记者实地探访发现，20余辆氢能公交车整齐停放在草地上，每辆车的挡风玻璃上都醒目 贴着"氢气车够里程安排停驶，不能运营""临停车辆"等告示。车站工作人员告诉记者，这些车辆本身无 故障、可正常行驶，只因氢气价格偏高，运营得不偿失，只能暂时停运。 全国已有多个城市上马了氢能源公交，但数量上佛山首屈一指。 记者发现，氢能公交车的采购价格和运行成本远高于普通电动公交车，即使算上政策性补贴，多数氢能 公交车的这两项实际成本仍要高于普通公交车。"氢气车够里程安排停驶"指向两个现实，一是这些车跑 够了补贴的达标里程，可以获取相应的政策补贴，二是停驶，自然降低了运行成本，这些都是公交行业 自身运营困难之下的现实选择。与之相对应的，是在这样的示范推广中，实实在在投入的巨额补贴。 包括佛山市政府相关知情人士在内的多名行业受访者向记者表示，公交需求萎缩、地方财政压力大导致 补贴不足、氢气价格高企等多重压力的叠加，是佛山氢能公交车出现停运的深层症结。 针对目前部分氢能公交车的停运，第一财经记者致函佛山市 ...

Core Viewpoint - The operation of hydrogen buses in Foshan is facing significant challenges due to declining demand, local financial pressures, and high operational costs, leading to temporary suspensions of many vehicles [1][3][16] Group 1: Current Situation of Hydrogen Buses - Over 20 hydrogen buses are currently parked and not in operation in Nanhai District, Foshan, due to high hydrogen prices making operations unprofitable [1][3] - Foshan has a high procurement volume of hydrogen buses, with nearly 1,000 units put into operation since 2018, totaling over 1 billion yuan in costs [2][3] - The procurement and operational costs of hydrogen buses are significantly higher than those of conventional electric buses, even after accounting for subsidies [3][12] Group 2: Financial and Operational Challenges - The combination of shrinking bus demand, local fiscal pressure leading to insufficient subsidies, and high hydrogen prices are the underlying issues causing the suspension of hydrogen buses in Foshan [3][16] - The average price of a hydrogen bus in Foshan is around 1.8 million yuan, with total subsidies amounting to nearly 800,000 yuan per vehicle, resulting in a total subsidy of approximately 800 million yuan for the planned 1,000 buses [10][12] - Daily hydrogen costs for buses can exceed 400 yuan, making operations financially challenging [14][15] Group 3: Government Support and Industry Development - Foshan's government has implemented a development plan for the hydrogen energy industry, aiming for significant growth in related industries by 2030, with a target cumulative output value of 100 billion yuan [7] - The local government has provided substantial financial support for the purchase and operation of hydrogen buses, including subsidies for hydrogen refueling [8][9] - Despite the initial push for hydrogen buses, the ongoing financial burden from subsidies and operational costs has led to a reevaluation of the viability of hydrogen buses in the public transport sector [16][18] Group 4: Future Implications and Industry Insights - The hydrogen energy industry in Foshan has attracted significant investment, with over 160 companies in the sector and total investments exceeding 60 billion yuan [17] - Experts suggest that the current challenges in the hydrogen industry highlight the need for continued government support and strategic planning to ensure sustainable development [18] - The transition to hydrogen energy is seen as a necessary step for industrial transformation, but it requires careful management of financial resources and market dynamics to achieve long-term success [18]

一键按下，144个定日镜缓缓转动，阳光被集中反射到聚光反应塔，经过化学反应，氢气从水里分解出 来，像科幻电影中的场景。 水分解出氢气和氧气，是自然界最简单的化学反应，却催生出一条万亿级产值赛道。据中国氢能联盟预 计，到2050年，氢能源有望贡献全国终端能源需求的10%，创造超过10万亿元的总产值。 1月19日，四川省经济和信息化厅发布了四川省产业新赛道重点领域方向，包括25条重点产业新赛道， 在绿色氢能方面，攀枝花的氢能装备产业入选。在国家和区域氢能产业布局中，攀枝花锚定"建设氢能 产业示范城市"目标，试图在这条万亿级赛道中分得一块"蛋糕"。 普通人离氢能有多远 攀枝花光解水制氢项目。图据东影数字电影 氢能公交车在加氢站内。周翼摄 这块"蛋糕"经过细分，最终落到了普通人的日常生活中。 我与氢能相隔多远？ 1月19日上午8点左右，攀枝花东区，李女士来到凤凰小区公交站，4分钟后，一辆"熊猫头"的64路公交 车稳稳停在她面前。 李女士住在凤凰小区，要去客运中心旁上班，64路成了她的通勤车。"安静、平稳。"说到坐氢能公交车 的感受，她说，"还有一点，闻不到汽车尾气的臭味了。" 2022年11月，包括欣宇化工氯碱化工副 ...

Core Viewpoint - The article discusses the development strategies and industrial layout of Daxing District in Beijing, focusing on the "6+5+3" industrial structure and the integration of various sectors to enhance economic growth and sustainability by 2025 [3][4][10]. Group 1: Industrial Development - Daxing District aims to strengthen its "industry-first, project-oriented" approach, with a focus on the "6+5+3" industrial layout, which includes six leading industries, five emerging sectors, and three strategic areas [3][4]. - The Daxing International Airport has achieved a cumulative passenger throughput of 188 million since its operation, with an annual cargo throughput growth rate of 43.2% [6][10]. - The Daxing Airport Economic Zone is positioned as a core area for the air economy, which is prioritized among the six main industries in Daxing [4][5]. Group 2: Hydrogen Energy Initiatives - Daxing is recognized as a leading area for hydrogen energy in Beijing, having established the world's largest international hydrogen energy demonstration zone [9]. - The district is working on the construction of a hydrogen pipeline connecting Beijing and Ulanqab, promoting the development of hydrogen energy applications in industrial sectors [9][10]. - Suggestions for advancing the hydrogen industry include leveraging by-product hydrogen from coal chemical and steel industries, and utilizing renewable energy for large-scale hydrogen production [9][10]. Group 3: Tourism and Cultural Development - Daxing is developing a 22 square kilometer international tourism resort centered around the Beijing Wildlife Park, aiming to enhance its cultural and tourism appeal [12][13]. - The district plans to integrate various tourism elements, including theme parks and immersive commercial complexes, to create a sustainable tourism ecosystem [12][14]. - The synergy between tourism, air economy, and hydrogen energy is emphasized, with initiatives like duty-free shopping linked to airport commerce and green scenic areas utilizing hydrogen-powered transport [14].

Core Viewpoint - Lijiang City has maintained a 100% air quality good rate in its central urban area for ten consecutive years, demonstrating significant achievements in air pollution control and environmental protection efforts from 2016 to 2025 [1][20]. Group 1: Air Quality Improvement - From 2016 to 2025, Lijiang's air quality has consistently remained excellent, with the central urban area's air quality good rate at 100% for ten years [1][20]. - By 2025, the number of days meeting the first-level air quality standard is expected to reach 290 days, with a year-on-year increase of 5% in the good rate [1][20]. - The average concentration of PM2.5 is projected to be 13.2 micrograms per cubic meter, a decrease of 3.3% year-on-year, ranking first in the province [1][20]. Group 2: Policy and Responsibility - Lijiang has implemented the "Air Quality Continuous Improvement Action Plan" and the "Three-Year Implementation Plan for Air Pollution Prevention and Control (2023-2025)" to clarify responsibilities and objectives in air pollution control [2][16]. - The city has established a clear responsibility framework for environmental management, addressing issues of unclear responsibilities and inadequate enforcement [2][16]. - Air quality assessment indicators have been assigned to county governments and included in annual comprehensive evaluations [3][16]. Group 3: Industrial and Energy Transition - Lijiang has introduced the "Carbon Peak Implementation Plan" to promote carbon neutrality and control energy consumption in high-energy industries by 2025 [4][17]. - The total installed capacity of renewable energy is expected to reach 1,719.97 million kilowatts by 2025, with 100% from renewable sources [4][17]. - The city has initiated various projects, including the first hydrogen station and zero-carbon hydrogen production facility, to enhance green energy development [4][17]. Group 4: Pollution Reduction Measures - Lijiang focuses on reducing pollution from key sectors such as industry, transportation, and dust, employing engineering and regulatory measures [6][18]. - The city has implemented ultra-low emission transformations for five cement enterprises and is working on deep pollution control in industrial sectors [6][18]. - A total of 2,419 new energy vehicles have been promoted in public transport, with a 99.87% compliance rate in vehicle emissions testing [6][18]. Group 5: Ongoing Initiatives - Lijiang has developed a three-year action plan for dust pollution control in construction and urban roads, emphasizing meticulous management [19]. - The city is committed to continuous improvement in air quality through targeted measures in construction, agricultural burning, and industrial emissions [19]. - Future efforts will focus on maintaining air quality improvements and solidifying Lijiang's reputation for clean air [19].

Group 1 - The core message of the conference is the promotion of the hydrogen energy industry in Panzhihua, highlighting its potential for investment and development [1] - Panzhihua has significant renewable resources for low-cost green hydrogen production and a large demand for hydrogen in transportation and industrial sectors [1] - The local government has established a 3 billion yuan green low-carbon industry fund and a 20 million yuan special fund for hydrogen industry development to support enterprises [1] Group 2 - The newly released industrial policy list focuses on reducing hydrogen costs, expanding application promotion, equipment manufacturing, and technological innovation [1] - A notable announcement during the conference was the commitment to procure 700 hydrogen-powered buses, indicating strong governmental support for hydrogen energy initiatives [1]

Core Viewpoint - The company, China Xuyang Group, is making significant advancements in its hydrogen energy business, leveraging a comprehensive approach across the entire hydrogen value chain, which is expected to solidify its leading position in the industry by 2025 with a projected 15%-20% increase in hydrogen sales volume compared to 2024 [1] Group 1: Business Operations - The company has established itself as the second-largest high-purity hydrogen production and supply base in China, focusing on the integration of production, storage, transportation, refueling, and research [2] - It has built four high-purity hydrogen production bases with a total capacity of 34 tons per day, utilizing by-product hydrogen from coking processes to meet the hydrogen demand in North China [2] - The company is developing a comprehensive storage and transportation network for both gaseous and liquid hydrogen, with a transportation capacity of 5.3 tons per day and a liquid hydrogen demonstration project nearing completion [2] Group 2: Application and Market Integration - The company has successfully launched hydrogen heavy-duty truck freight routes in key areas and has partnered with strategic allies to deploy hydrogen buses and sanitation vehicles, promoting a virtuous cycle of production and application [2][4] - The hydrogen energy business aligns with national energy strategies, contributing to the development of integrated bases for wind, solar, hydrogen, and ammonia [5] Group 3: Research and Development - The company has established a hydrogen energy research institute to address key challenges in core material production and the high costs of renewable hydrogen production, enhancing the competitiveness of its entire hydrogen value chain [3] - It is actively involved in drafting national hydrogen energy standards, contributing practical experience and recommendations to promote healthy industry development [3] Group 4: Environmental Impact and Sustainability - The company's hydrogen energy practices provide a replicable solution for industrial green transformation in the Beijing-Tianjin-Hebei region, establishing it as a benchmark for low-carbon industrial development [4] - The company aims to create a comprehensive hydrogen energy ecosystem that enhances its competitive edge and supports the transition to a low-carbon economy [8]

Core Insights - The city of Daye is transitioning from a historical mining hub to a green energy center, focusing on hydrogen energy as a key component of its economic transformation [1][2]. Hydrogen Production and Infrastructure - The Jiangqiao hydrogen production plant has a design capacity of 3,200 standard cubic meters per hour, with an annual output of 1,500 tons of green hydrogen, sufficient to meet the hydrogen needs of 200 buses or 100 mining vehicles [2]. - The plant employs a dual process of alkaline electrolysis and PEM (Proton Exchange Membrane) electrolysis, reducing energy consumption by 15% and achieving zero alkaline liquid discharge and zero wastewater pollution [2][4]. - A new photovoltaic power station, built on a repurposed abandoned mine, has a total installed capacity of 20 megawatts, expected to generate 20 million kilowatt-hours annually, significantly lowering electricity costs for the hydrogen production facility [3]. Hydrogen Storage Innovations - The first underground hydrogen storage project in China is being developed in Daye, utilizing a cylindrical cavern capable of withstanding pressures of 10 MPa, which is three times the capacity of conventional high-pressure tanks [5]. - This project aims to address the challenges of hydrogen storage, particularly the issue of "hydrogen embrittlement," by using a newly developed high-strength hydrogen-resistant metal composite material [5][6]. Policy Support and Industry Development - Daye has introduced 16 supportive measures for the hydrogen industry, covering the entire hydrogen value chain from production to storage and usage, including financial incentives for companies producing over 500 tons of green hydrogen annually [8]. - The city plans to deploy 300 hydrogen vehicles by June next year, with current operations including 12 hydrogen buses and various commercial vehicles, consuming approximately 16 tons of green hydrogen monthly [7][8]. - The establishment of a hydrogen innovation technology park aims to attract upstream and downstream enterprises in the hydrogen industry, facilitating a comprehensive hydrogen management platform for efficient energy use and carbon reduction [8].

Core Insights - Shaanxi Beiren Printing Machinery Co., Ltd. has successfully developed key new products during the 14th Five-Year Plan period, including the Zhirui series 4.0 gravure printing machine and dry composite machine, achieving sales of over 680 units and nearly 1.35 billion yuan in revenue [1] - The city of Weinan is focusing on technological innovation as a core engine to enhance traditional industries and promote the growth of emerging industries, with high-tech manufacturing investment expected to grow by 58.8% in 2024 [1][2] - The hydrogen energy sector is expanding rapidly in Weinan, with the establishment of a hydrogen refueling station and the launch of hydrogen fuel cell buses, contributing to a significant reduction in carbon emissions [2] Industry Developments - Weinan's printing and packaging industry has formed an industrial cluster of 44 key enterprises, with Shaanxi Beiren leading and capturing over 70% of the domestic market share for high-end printing equipment [1] - The city is also advancing in the hydrogen energy sector, with projects like the Xi'an-Weinan-Hancheng intercity hydrogen energy corridor and partnerships to integrate renewable energy resources for green hydrogen production [2] - The total R&D expenditure in Weinan is projected to exceed 3 billion yuan in 2024, marking a year-on-year increase of 50.27%, with R&D intensity reaching a historical high of 1.4% [2] Technological Innovations - Shaanxi Coal Qicheng Technology Co., Ltd. has developed key technologies for intelligent rapid excavation in large cross-section coal tunnels, significantly improving operational safety and efficiency [3] - Companies like Datang Fuping Thermal Power Co., Ltd. are integrating industrial internet and AI to create smart monitoring systems, enhancing operational efficiency [3] - New policies in Weinan are aimed at fostering innovation, including support for key industry chain projects and initiatives to attract high-level talent [4]