在近日举行的"2025氢能产业链生态大会暨攀枝花氢能产业投资推介会"上，攀枝花市委常委、副市长刘 志弢在会上发布了攀枝花市"氢能产业链供需、投资机遇、产业政策"三份清单。刘志弢介绍，攀枝花拥 有大规模低成本制绿氢的可再生资源禀赋；拥有海纳百川的应用场景，交通、工业领域用氢需求庞大； 拥有发展氢能的满满诚意，已组建30亿元的绿色低碳优势产业基金，已设立2000万元的氢能产业发展专 项资金，将用真金白银支持企业发展。在最新发布的产业政策清单中，攀枝花市政府分别聚焦降低用氢 成本、扩大推广应用、装备制造和技术创新等领域，拿出了支持政策。更值得注意的是，大会期间，攀 枝花市委书记吴群刚还在现场抛出采购700辆氢能公交车的大订单。（新浪科技） ...

旭阳氢能全面统筹和贯通全产业链各要素各环节联动发展，构建起全国第二大、京津冀最大高纯氢生产 供应基地。 制备端：依托丰富的焦化副产氢资源, 已建成定州、邢台、唐山、呼和浩特四个高纯氢生产基地，拥有5 条合计34吨/天产能高纯氢制备产线，针对华北地区用氢需求进行低成本、高品质、清洁低碳供应保 供。 储运端：推进构建"气氢+液氢"立体储运网络，向外供氢运力达到5.3吨/天，5吨/天液氢示范项目即将建 设完成。 加注端：率先在华北地区建设5座总加注能力7吨/天加氢站(其中3座为氢电油气综合能源站)，加持全产 业链运营和精密预算管理，实现满负荷稳定运营并全流程盈利。 在国家"双碳"战略纵深推进、氢能产业政策红利持续释放的背景下，中国旭阳集团(01907)氢能业务凭 借"销、运、产、供、研"五大环节的高效协同，在智能制造、氢能全产业链布局及全球化运营等领域取 得突破性进展，2025年氢气销售量预计比2024年的2010万标方增长15%-20%，再创新高，在进一步夯实 产业基础的同时，奠定了行业的领先地位。 推进"制-储-运-加-用+研"一体化布局达成耦合聚增 化工领域：将工业副产氢高效转化为高纯氢，氢-醇-氨三种产品联 ...

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]

Core Insights - The hydrogen energy industry is viewed as a strategic emerging sector with no "ceiling," transitioning from a technological concept to a competitive arena for future industrial dominance [1] - Jiangsu province is emerging as a key hub for hydrogen energy, with over 300 related enterprises and institutions, and is projected to achieve a sales revenue of 34 billion yuan in 2024, ranking second nationally [1] Industry Overview - The hydrogen energy industry chain in Jiangsu includes hydrogen production, storage and transportation, fuel cell manufacturing, and hydrogen refueling station construction, with significant contributions from companies like Jiangsu Guofu Hydrogen Energy Technology Equipment Co., which manufactures core equipment for refueling stations [2][5] - Zhangjiagang has operationalized 225 hydrogen-powered vehicles and has five refueling stations with a daily refueling capacity of 3.2 tons [3] Technological Advancements - Companies in Jiangsu are developing innovative hydrogen production technologies, such as seawater electrolysis, which can utilize seawater and waste water for hydrogen production, achieving international leading standards [4] - The hydrogen energy industry chain in Jiangsu is comprehensive, covering all aspects from production to application, with significant investments in research and development [5][7] Policy and Support - The implementation of the Energy Law in China has provided a favorable policy environment for the hydrogen energy sector, encouraging high-quality development [8] - Jiangsu's government is actively supporting the hydrogen industry through financial incentives, including a 2 billion yuan special fund for hydrogen energy projects [9][10] Future Outlook - By 2027, Jiangsu aims to exceed 100 billion yuan in hydrogen industry scale and establish over 100 hydrogen refueling stations, promoting the use of more than 10,000 fuel cell vehicles [10] - The province is focusing on reducing hydrogen production costs and expanding application scenarios, leveraging its abundant offshore wind energy resources [8][10]