山西，作为国家能源革命综合改革试点，正在培育能源领域新质生产力方面迈出坚实步伐。在这片转型 热土上，一家从煤焦产业起家的本土企业——鹏飞集团，正以其构建氢能全产业链的创新实践，生动诠 释着一家传统民营企业的使命担当。 "国家战略就是鹏飞最大的战略，时代步伐就是鹏飞前进的方向。"鹏飞集团董事局主席兼总裁郑鹏道出 了企业转型的内生动力。从1993年的单一煤焦企业，到如今拥有氢能全产业链的中国500强企业，鹏飞 集团用32年的时间完成了"黑色能源"到"绿色动能"的跨越式转型。 从"煤焦重镇"到"氢能高地" 黑色产业脱胎换骨 鹏飞集团总部所在的山西孝义，历史上以煤炭和焦炭产业为主导，曾是全国重要的煤焦生产基地。2019 年，鹏飞集团以超前的战略眼光，立足自身资源禀赋优势，率先布局氢能改革。"氢能是未来能源革命 的核心方向之一，虽然现在困难重重、质疑不断，但总要有人先迈出这一步，去蹚出一条路来。我们不 能只盯着眼前的困难，更要看到十年、二十年后的能源格局。"郑鹏在内部会议多次强调。 这种"先行半步"的智慧，正是推动能源革命最宝贵的资源。 在鹏湾氢港氢能产业园，每天1.3万立方米的焦炉尾气通过催化、制取等先进工艺"脱胎换 ...

Core Insights - Pengfei Group is transforming its resource advantages into development advantages by implementing a comprehensive hydrogen energy industry chain, aligning with national modernization strategies [1][3] - The company is leveraging its deep-rooted coal coking industry to support Shanxi's energy transition, innovatively converting coke oven gas into hydrogen through advanced pressure swing adsorption (PSA) technology [3][4] Industry Developments - The annual production capacity of 20,000 tons of high-purity hydrogen from coke oven gas and a supporting green hydrogen project using waste heat from dry quenching have been successfully launched [4] - Pengfei has established four hydrogen refueling comprehensive energy islands, with the North Yao refueling island achieving a daily refueling capacity of 8 tons, the largest in both domestic and international contexts [6] Environmental Impact - The company has deployed 830 hydrogen energy vehicles, including heavy trucks and buses, achieving over 42 million kilometers driven and a carbon reduction of 28,000 tons [8] - The establishment of the Pengfei Intelligent Automotive Manufacturing Industrial Park is contributing to the production of recognized self-branded heavy trucks, positioning the company as a leading zero-carbon demonstration base [8][9] Technological Advancements - Pengfei has developed the world's first 250kW hydrogen fuel engine and has established five hydrogen production process standards, becoming a key player in setting national hydrogen energy standards [11] - The company is collaborating with leading domestic and international firms to enhance technological innovation and market expansion, aiming to solidify its role in the national hydrogen energy strategy [11] Strategic Vision - The chairman of Pengfei Group emphasizes that the national strategy is the company's primary strategy, with plans to develop a comprehensive hydrogen energy corridor and promote the use of one million hydrogen heavy trucks [13][15] - The transition from a traditional energy company to a hydrogen energy leader illustrates that traditional energy firms can be catalysts for revolution in the context of carbon neutrality goals [15][16]

Group 1 - The A-share market has seen a strong rise in stock prices of several ESG-related companies from Shenzhen, particularly in the hydrogen energy and photovoltaic sectors, indicating high market attention towards ESG and green low-carbon industries [1] - Hemei Group reported a 365.39% year-on-year increase in revenue for Q1 2025, with a significant focus on hydrogen energy development and a complete hydrogen energy industry chain, as well as an increase in its ESG rating [1] - Tuori New Energy's stock price increased by 34.83% this week, with a total market capitalization of 6.344 billion, driven by favorable policies in the photovoltaic industry [1] Group 2 - As of April 30, 2025, the ESG report disclosure rate among A-share listed companies has risen to 45.6%, with a year-on-year growth of 17%, highlighting a growing trend in sustainability reporting [2] - Shenzhen companies have shown outstanding performance in ESG ratings, with several achieving AAA and AA ratings, and notable stock price increases for companies like Gongjin Co., Green Union Technology, and China Merchants Bank [2] - The recent activity in ESG concept stocks is attributed to strong policy guidance, accelerated industrial green transformation, and the influx of international ESG investment trends [2]

国家战略就是鹏飞最大的战略，时代步伐就是鹏飞前进的方向。山西鹏飞集团有限公司始创于1993年， 经过32年的发展，现已成为拥有1500亿元资产、3万名职工，煤炭年产能3000万吨、选煤3400万吨、焦 炭400万吨、甲醇30万吨、液化天然气(LNG)2亿立方米、合成氨10万吨、高纯氢2万吨，以及集商用车 制造、氢能核心装备制造、零碳智慧物流、文商旅及5G智能应用等业务为一体的全产业数智化、循环 化、绿色化能源企业。2019年到2024年，鹏飞集团连续6年上榜中国民营企业500强、中国制造业民营企 业500强。 展望未来，鹏飞集团将向世界一流企业看齐，积极打造绿色鹏飞、科技鹏飞、诚信鹏飞和国际鹏飞，踔 厉奋发努力实现"成为全球领先的清洁能源智慧企业"的美好愿景，矢志不渝为我国能源产业高质量发展 和中国式现代化建设"加氢赋能"。 绿色鹏飞：于传统中培新机 在未来时育新质 绿色是鹏飞集团高质量发展的鲜明底色，集团致力于高质量转型发展、争当能源革命排头兵。 鹏飞集团坚持以习近平新时代中国特色社会主义思想为指引，深入贯彻"创新、协调、绿色、开放、共 享"的新发展理念，全力践行习近平生态文明思想，大力发展新质生产力，抢抓 ...