《实施意见》提出推动煤化工高端化多元化低碳化技术发展。即稳步推动煤炭分质分级利用、新型煤焦 化工以及下游材料开发，推进煤焦钢产业链协同融合技术，开展低阶煤热解技术攻关，研发焦炉煤气、 煤焦油、沥青等制备高端燃料和材料的产业化技术。积极推进煤炭液(气)化等技术研发和工业化应用， 开发适应山西煤种的先进气化技术及装备，攻关煤间接液化产物高值化转化关键技术，形成全油品产业 方案；探索煤温和直接液化技术路线。创新煤化工与可再生能源耦合，开展低碳气化、绿氢替代、生物 质利用等关键技术研究及工程示范。 《实施意见》强调，要加快发展风电光伏技术，研发高效低成本晶硅电池，开展钙钛矿—晶硅叠层太阳 能电池、新型钙钛矿电池、碲化镉薄膜电池技术研发。开展锂、铝等新能源金属提取技术和材料研发， 开展电动重卡、氢能重卡等技术应用示范。加快地热能勘探开发利用，开展地热能精准勘查、中深层地 热高效规模利用技术攻关与示范，鼓励推广应用热泵、地热、分布式可再生能源供暖等技术。开展氢能 制储输用关键技术、材料和装备研发，推广多场景应用示范。 中化新网讯 近日，山西省出台《关于加快能源科技创新支撑能源转型发展的实施意见》(下称《实施意 见》)。《 ...

新京报讯(记者耿子叶)1月7日，记者从大兴区"两会"上获悉，大兴区氢能企业突破260家，形成以国氢 科技、东方电气（600875）等5家龙头为引领的"5+12+N"培育体系。2025年，大兴国际氢能示范区成功 牵手国家能源集团、中石化等"国家队"，核心技术覆盖"制、储、运、加、用"全链条。 "十五五"时期，大兴区将以打造"全国领先的氢能产业引领区"为目标，持续拓展发展空间、优化产业生 态，让氢能成为大兴绿色发展的"新标识"。 作为扎根大兴区氢能产业的实践者，大兴区政协委员、美锦(北京)氢能科技有限公司董事长姚锦丽介 绍，在申报北京市制造业新型技术改造项目过程中，大兴区经信局给予了大力支持，从项目初期的政策 辅导，到评审阶段的具体指导，工作人员主动对接、深入调研，精准解读政策，把关材料，极大提升了 申报效率。 根据"十五五"规划，企业将在大兴区全力推动"三链融合"，即以自主创新筑牢"技术链"，大力攻关核心 技术，突破关键材料与装备研发制造；以场景示范拓展"应用链"，加快加氢站建设，拓宽在重卡、物 流、绿色建筑等领域的应用；以园区集聚做强"产业链"，吸引高端要素，培育领先企业。 "我们将以更大力度推动京津冀氢能产 ...

Report Summary 1. Report Industry Investment Rating No information provided. 2. Core Viewpoints The report focuses on the latest policies, industry developments, and upcoming events in the hydrogen energy industry. The National Development and Reform Commission is promoting the national green hydrogen, ammonia, and alcohol planning layout, and multiple regions have introduced relevant industrial policies. There are also many significant industrial developments, such as the launch of new projects and the delivery of new products. Additionally, a major industry conference is upcoming [3][6][12]. 3. Summary by Directory 3.1 Industry Policies - The National Development and Reform Commission promotes the national green hydrogen, ammonia, and alcohol planning layout, including building zero - carbon transportation corridors and stations, increasing new energy supply, etc. [3][6] - Beijing encourages the construction of renewable energy projects in factories and explores the use of hydrogen energy [6]. - Urumqi plans to add no less than 20,000 tons/year of green hydrogen production capacity by 2027 [6]. - Guangzhou Baiyun promotes the application of hydrogen - fuel - cell vehicles and supports the construction of hydrogen refueling stations [6]. - Shandong Zhaoyuan focuses on developing nuclear power, wind and solar equipment, energy storage batteries, and hydrogen production industries [6]. 3.2 Industry Dynamics - A 100 - million - yuan project for 100 sets of 1000 - standard - cubic - meter alkaline electrolyzer components is about to start [7]. - Kunhua Technology delivers 200 hydrogen - powered heavy trucks in Xinjiang Hami [8]. - Dalian Shipbuilding delivers the world's first methanol - dual - fuel - powered intelligent VLCC, with significant emission reduction [8]. - Rongcheng New Energy starts the trial operation of the first batch of hydrogen - assisted two - wheeled vehicles [8]. - Jieqing Technology delivers a new small - power closed - type air - cooled system for a German hydrogen - powered drone inspection project [8]. - A 3.534 - billion - yuan project for alloy solid - state hydrogen storage materials in Inner Mongolia is approved [8]. - A 4 - billion - yuan green hydrogen project of China Guangdong Nuclear Power is in the environmental impact assessment publicity stage [8]. - China National Coal Group signs a 200,000 - ton green methanol project in Inner Mongolia [8]. - Dongfang Hydrogen Energy unveils the "Hydrogen Intelligence Safety Center" [8]. - Sunlight and Longji are pre - selected for the bid of 29 alkaline electrolyzers of State Power Investment Corporation [9]. - CIMC Enric and Datang Hainan plan to cooperate on a green methanol project in Hainan [9]. - The first "carbon compensation" trade in the hydrogen energy field in China is completed in Zhejiang Jiaxing [3][9]. - China's first million - ton - level near - zero - carbon steel production line is fully connected, with a potential carbon reduction of 50% - 80% [3][9]. - Fujian's first hydrogen - powered zero - carbon bus demonstration line (Xiamen Route 736) is opened [3][9]. 3.3 Investment and Financing Events No investment and financing events are reported [10]. 3.4 Industry Conference Forecast The 2nd China Hydrogen Energy and Fuel Cell Technology Conference will be held from January 22 to 23, 2026, in Hefei, Anhui. The conference focuses on the innovation of the entire hydrogen fuel cell industry chain, and many well - known enterprises and institutions will participate [12].

（来源：内蒙古日报） 转自：内蒙古日报 □本报记者 蔡冬梅 2026年元旦的钟声已敲响，鹿城包头并未局限于传统的节庆氛围，一股以"科技突围"为底色的创新热潮 正悄然兴起。从图书馆里与机器狗互动的孩童，到生产线上为订单排至新年后的"中国芯"而忙碌的工程 师，科技成为这座城市迎接新年最鲜明的主题。 就在前不久，一场别开生面的新闻发布会为包头市2026年元旦定下了创新与融合的基调。包头市正式启 动以"购在中国"品牌为引领的"跨业跨年"消费盛宴，其中，作为七大主题活动之一的"极智鹿城·数字生 活季"尤为引人注目，它标志着包头的科技创新力量正以前所未有的亲民姿态，从实验室和工厂车间， 大步流星地走进商圈、融入百姓的日常生活。 这股官方引导、全民参与的"科技热"，迅速在城市的各个角落得到响应和升华。2025年12月28日晚，包 头市图书馆的"迎新年·图书馆奇妙夜"成为这股热潮的生动缩影。作为包头市图书馆建馆七十周年系列 活动的高潮，主会场内并非只有静谧阅读。孩子们围在"科技幻夜"展区，与灵巧的机器狗互动，并通过 AR眼镜让书中的恐龙"跃然纸上"。一旁的"AI肖像"体验区前，市民排队上传照片，一键生成科幻风或 国风的数字艺 ...

Core Viewpoint - The article highlights the successful launch of a hydrogen energy base by Kunhua Technology in Yiw County, marking a significant step towards establishing Hami as the first "Hydrogen City" in Xinjiang, China [2][8]. Group 1: Hydrogen Energy Development - Kunhua Technology officially launched its hydrogen energy base and delivered 200 hydrogen heavy trucks, which is a key milestone in Hami's ambition to become a hydrogen energy hub [2][8]. - The hydrogen base includes a daily production capacity of 25 tons of pure hydrogen and four hydrogen refueling stations, supporting the local hydrogen fuel cell vehicle industry [8][9]. - Hami is the only city in Xinjiang selected as a national demonstration city for fuel cell vehicles, leveraging its resources to attract leading hydrogen energy companies [9][10]. Group 2: Technological Advancements - The delivered hydrogen heavy trucks are equipped with Kunhua Technology's second-generation high-power fuel cell engine, "Kun·Yun 200," with a rated output power of 215 kW [10][11]. - The trucks have undergone extensive testing in extreme conditions, ensuring their reliability and adaptability for high-altitude and harsh climates [11][12]. - This delivery represents one of the few large-scale deliveries of hydrogen vehicles in 2025, indicating a growing trend in the application of hydrogen energy in specific scenarios [10][12]. Group 3: Future Outlook - Kunhua Technology aims to enhance local manufacturing and service capabilities for hydrogen equipment, supporting the expansion of application scales and the improvement of the industry ecosystem [12][14]. - The company emphasizes its commitment to technological innovation and strategic collaboration to contribute to Xinjiang's green, low-carbon development [14][15]. - The successful operation of the hydrogen base and the delivery of heavy trucks symbolize a shift towards sustainable energy solutions along the ancient Silk Road, integrating green technology with a zero-carbon future [14][15].

氢能产业是战略性新兴产业和未来产业重点发展方向。近年来，吕梁市依托资源禀赋，以氢 能产业为抓手推动转型与能源革命，布局"制、储、运、加、用"全链条，初步构建起"气 ——站——运——车——用"完整产业生态体系。昔日煤焦重镇正在绿色低碳赛道上跑出加 速度，为高质量发展注入强劲"氢"动能。 氢能重卡就位 零碳运输添主力 在鹏飞智创汽车制造产业园内，500辆氢能重卡整齐列队，完成上牌手续后，将成为吕梁零 碳运输的新主力。 这批氢能重卡采用了第四代储氢瓶以及最新的电驱桥技术，续航、能耗等各方面性能都有明 显提升。"耗氢量每百公里7.5千克，较以前减少了1—2千克，这样就可以跑更好的续航里 程；车身载重降低了1—2吨，那么就可以拉更多的货。"鹏飞集团政策应用与碳资产管理部 副部长董海波介绍道。 多元制氢护航 产业发展有底气 车辆"氢"装上路的背后，是稳定的氢能供给做支撑。鹏湾氢港实现焦炉煤气制氢年产近3万 吨，成本约10元/公斤，为氢能车辆推广提供了坚实保障。"通过全产业链打造，为全国以 及地方的氢能产业的发展提供良好的案例示范。"董海波表示。 有着20多年驾龄的司机杨利军，刚刚通过培训成为这批新车的驾驶员。他直言，相比 ...

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 ...

转自：北京日报客户端 在位于武清京津产业新城的交控技术装备有 限公司，工作人员正在加班加点赶制订单。 记者 钱进 摄 编者按 2025年是"十四五"规划收官之年，是进一步全面深化改革、奋力谱写中国式现代化天津篇章的重要一 年。 回望这一年，从蓝图擘画到施工落地，从夯基垒台到积厚成势，天津始终牢记习近平总书记的殷殷嘱 托，以推进京津冀协同发展为战略牵引，全面实施高质量发展"十项行动"，深化科技创新、产业焕新、 城市更新，有效盘活存量、做优增量、提升质量，进一步全面深化改革，扩大高水平对外开放，加快建 设现代化产业体系，推动经济实现质的有效提升和量的合理增长，交出了一份扎实的天津答卷。 即日起，本报推出"牢记嘱托 善作善成——年终专稿"，记者深入"十项行动"的一线现场，对话拼搏实 干的奋斗者，记录基层一线的生动实践，剖析攻坚克难的典型案例，展望充满机遇的未来图景。我们希 望通过这组报道，不仅呈现一份实事求是的"成绩单"，更提炼一种面向未来的"方法论"，为新征程上的 奋楫笃行、向"新"而进积蓄坚实力量。 "十四五"收官在即，冬日的津沽大地，协同发展的热潮比暖阳更激荡人心——京津城际列车风驰电掣， 将时空距离压缩成" ...

Investment Rating - The report maintains an "Overweight" rating for the power equipment sector [5] Core Insights - The establishment of a polysilicon capacity integration acquisition platform is seen as a key measure to address the "involution" competition in the photovoltaic industry, aiming to enhance market efficiency through a dual-track model of "debt acquisition + flexible capacity utilization" [1][14] - The report highlights three main investment directions: 1) Opportunities for price increases in the supply chain under supply-side reforms, focusing on companies like Tongwei Co., Xiexin Technology, Longi Green Energy, and others; 2) Long-term growth opportunities driven by new technologies, with a focus on Maiwei Co., Aiko Solar, and others; 3) Industrialization opportunities from perovskite GW-level layouts, focusing on companies like Jinjing Technology and others [1][15] Summary by Sections 1. New Energy Generation 1.1 Photovoltaics - The polysilicon capacity integration acquisition platform has officially launched, aimed at resolving severe competition within the industry [1][14] - Longi Green Energy has announced an employee stock ownership plan, indicating expectations for industry recovery by 2026 [15] 1.2 Wind Power & Grid - The Zhejiang UHV AC ring network project has been approved, with a total investment of 29.3 billion yuan, marking it as the largest UHV AC project in China [2][17] - Goldwind Technology won the "China IDC Industry Green Solution Award," showcasing the integration of green power solutions in data centers [2][16] 1.3 Hydrogen & Energy Storage - A milestone was reached with the delivery of 500 hydrogen fuel trucks, marking significant progress in the hydrogen corridor construction in Northwest China [3][19] - The report suggests focusing on high-growth energy storage companies, with average bidding prices for energy storage systems ranging from 0.5397 to 0.5854 yuan/Wh [3][20][28] 2. New Energy Vehicles - Samsung SDI signed a nearly 10 billion yuan order for lithium iron phosphate energy storage batteries, indicating a shift in production lines to meet local demand in the U.S. [4][29] - The report recommends focusing on leading battery manufacturers such as CATL and others, as well as material and equipment manufacturers [30]

与此同时，攀枝花钒钛高新区内，218省道旁的马店液氢加氢站也宣布投运。该液氢加氢站总投资8300 万元，由东方电气（600875）、航天六院联合攻关建设，致力于打通攀枝花液氢"制储运加用"全链条商 业示范的关键枢纽，在现有35兆帕气氢加注能力基础上实现全面扩容，为该市氢交通工业化发展注入新 动力，为低温液氢商业建站迈向商业运营，提供多元化应用场景。 值得一提的是，马店液氢加氢站也解锁国内多项"首个"成就。该项目不仅是全国首个民用液氢充装站、 全国首个液氢"制储运加用"全链条示范工程，也是全国首个拥有"管道输氢+母子加氢"系统的加氢站。 据攀枝花钒钛高新区管委会相关负责人介绍，该项目后续还将与攀枝花氢能产业园联动，打造年产值超 百亿的氢能产业集群。此外，活动现场还展出了搭载航天六院自主研发的百公斤级车载液氢系统的一汽 解放（000800）重卡。据了解，该产品续航能力突破了800公里，较传统气氢重卡提升近一倍，百公里 耗氢量仅8公斤。液氢加氢站与长续航氢能重卡双双取得突破，也为我国氢能交通规模化发展注入了新 动能。 近日，全国首个基于"光解水"技术的商业化制氢项目与全国首个民用液氢加氢站在四川省攀枝花市投 运。攀 ...