在"双碳"战略与智能制造浪潮共振下，京城机电从传统制造装备向氢能、数字液压和机器人等新兴产业 布局。国金证券认为，2025年是氢能中长期规划的结算时点，氢能及燃料电池行业将进入放量冲刺期， 燃料电池汽车及绿氢项目落地将加速，氢能和燃料电池制造是目前的两条主线，建议持续关注。 来源：智通财经网 消息面上，据微信公众平台"京城机电"消息，9月12日，全球首个超稠油开采塔式光热替代项目在新疆 风城油田投运，标志着我国在光热技术与稠油绿色开发领域取得重大突破。京城机电所属北京巴威作为 该项目关键设备的整体解决方案供应商，成功研发并设计了安装于吸热塔顶部的核心设备——水工质高 温吸热器，为项目顺利实现设计指标的持续稳定供应提供了坚实保障。 京城机电股份(00187)涨超5%，盘中一度拉升至6.27港元。截至发稿，涨8.28%，报5.23港元，成交额 4.46亿港元。 ...

Core Viewpoint - The stock of Jingcheng Machinery Electric Co., Ltd. (00187) has seen a significant increase, rising over 8% following the operational launch of the world's first heavy oil extraction solar thermal replacement project in Xinjiang, marking a major breakthrough in solar thermal technology and green development of heavy oil in China [1] Company Summary - Jingcheng Machinery Electric's subsidiary, Beijing Bawen, is the key equipment solution provider for the project, having successfully developed and designed the core device, a high-temperature heat absorber installed at the top of the heat-absorbing tower [1] - The company is transitioning from traditional manufacturing to emerging industries such as hydrogen energy, digital hydraulics, and robotics in response to the dual carbon strategy and the wave of intelligent manufacturing [1] Industry Summary - According to Guojin Securities, 2025 is a critical milestone for the medium to long-term planning of hydrogen energy, with the hydrogen and fuel cell industry expected to enter a rapid growth phase [1] - The rollout of fuel cell vehicles and green hydrogen projects is anticipated to accelerate, with hydrogen energy and fuel cell manufacturing identified as the two main lines of focus for the industry [1]

Core Viewpoint - The stock of Jingcheng Machinery Electric Co., Ltd. (00187) has seen a significant increase, rising over 8% following the operational launch of the world's first heavy oil extraction solar thermal replacement project in Xinjiang, marking a major breakthrough in solar thermal technology and green development of heavy oil in China [1]. Company Summary - Jingcheng Machinery Electric's subsidiary, Beijing Bawen, is the key equipment solution provider for the project, having successfully developed and designed the core equipment, a high-temperature heat absorber installed at the top of the heat-absorbing tower [1]. - The company is transitioning from traditional manufacturing to emerging industries such as hydrogen energy, digital hydraulics, and robotics, aligning with the dual carbon strategy and the wave of intelligent manufacturing [1]. Industry Summary - According to Guojin Securities, 2025 is a critical milestone for the medium to long-term planning of the hydrogen energy sector, with expectations for a surge in the hydrogen and fuel cell industry, particularly in fuel cell vehicles and green hydrogen projects [1]. - The manufacturing of hydrogen energy and fuel cells is currently identified as two main lines of focus, suggesting ongoing attention to these sectors [1].