近期全球能源行业动态呈现出传统能源市场面临挑战、清洁能源发展势头强劲以及能源转型与合作加速推进等特点。这些 动态将对全球能源格局产生深远影响，并推动全球能源向更加清洁、低碳、可持续的方向发展。 一、能源资讯 （一）日本关西电力签署澳大利亚和日本液氢供应协议 近日消息，关西电力公司（KEPCO）已与伍德赛德能源公司、日本水装能源有限公司达成合作，计划在澳大利亚与日本之 间搭建液氢供应链，相关合作内容已纳入谅解备忘录（MoU）。 根据备忘录规划，液氢将由伍德赛德位于澳大利亚西澳大利亚州的H2Perth项目生产，再通过液氢运输船运送至日本东京的 专用接收站。其中，H2Perth工厂将采用天然气重整技术制备液态氢，目标从投产运营之初，就实现范围1和范围2温室气体 净零排放。 三方在联合声明中表示，此次签署谅解备忘录，彰显了各方加速能源转型的共同愿景——通过整合技术、基础设施与国际 合作，为实现低碳未来提供助力。 （二）秘鲁输电运营商进军非传统可再生能源市场 其中，电力传输特许经营商ATN今年7月提交申请的100MW Montalvo太阳能园区，已获该部颁发的临时特许权。根据权益 内容，ATN可使用公共财产并获得临时通 ...

Group 1 - The company, Shudao Equipment, is focused on the research and application of gas low-temperature liquefaction and separation technology [2] - The main business involves providing customers with natural gas liquefaction and air separation process packages and treatment devices [2] - The hydrogen energy business includes products like liquid hydrogen, which have applications in the military sector, but currently, there are no signed orders [2]

Core Viewpoint - Jiangsu Guofu Hydrogen Energy Technology Equipment Co., Ltd. and Inner Mongolia Mengfa Guofu Hydrogen Energy Technology Co., Ltd. have signed an agreement with the government of Ulanqab City to develop a wind-solar integrated green hydrogen and liquefaction project, with a total investment of approximately 5 billion yuan [1] Group 1 - The core project plans to invest around 5 billion yuan and will be developed in three phases [1] - Upon completion, the hydrogen production scale is expected to reach 120 tons per day, with an annual production capacity of approximately 40,000 tons, positioning it as a leading green hydrogen production base in the region [1] - The project will deploy 60 units of 1000 Nm³/h electrolyzers and will include hydrogen storage facilities to ensure safe storage and stable supply of hydrogen [1] Group 2 - A liquefaction system with a processing capacity of 120 tons per day will be constructed, along with a complete production loop including water electrolysis, hydrogen purification, automation control systems, and liquid hydrogen storage and loading equipment [1] - The local government will coordinate with power grid companies to ensure a supply of 1 GW of green electricity for the project [1] - The companies plan to establish over 20 integrated energy stations for oil, gas, hydrogen, and electricity to address the market absorption of green and liquid hydrogen [1]

Group 1 - Jiangsu Guofu Hydrogen Energy Technology Equipment Co., Ltd. (Guofu Hydrogen) and Inner Mongolia Mengfa Guofu Hydrogen Energy Technology Co., Ltd. (Mengfa Guofu) have signed an agreement with the government of Ulanqab City to develop a wind-solar integrated green hydrogen and liquefaction project [1][6] - The core project is planned to invest approximately 5 billion yuan, with a hydrogen production scale of 120 tons per day and an annual capacity of about 40,000 tons upon completion [3] - The project will include 60 sets of 1000Nm/h electrolyzers, hydrogen storage facilities, and a hydrogen liquefaction system with a processing capacity of 120 tons per day, forming a complete production loop [3] Group 2 - The local government will coordinate with power grid companies to ensure a 1GW green electricity supply for the project, while Guofu Hydrogen and Mengfa Guofu will establish over 20 comprehensive energy stations to address the market absorption of green and liquefied hydrogen [5] - The project aims to support regional energy transition and contribute to the national "dual carbon" goals, with the local government providing policy support [6]

Group 1 - Jiangsu Guofu Hydrogen Energy Technology Equipment Co., Ltd. (Guofu Hydrogen) and Inner Mongolia Mengfa Guofu Hydrogen Energy Technology Co., Ltd. have signed an agreement with the government of Ulanqab City to develop a wind-solar integrated green hydrogen and liquefaction project [1][6] - The core project is planned to invest approximately 5 billion yuan, progressing in three phases, with a hydrogen production capacity of 120 tons per day and an annual output of about 40,000 tons [3] - The project will include 60 electrolysis units with a capacity of 1000 Nm³/h, hydrogen storage facilities, and a hydrogen liquefaction system with a processing capacity of 120 tons per day, forming a complete production loop [3] Group 2 - The local government will coordinate with power grid companies to ensure a 1 GW green electricity supply for the project, while Guofu Hydrogen and Mengfa Guofu plan to establish over 20 integrated energy stations [5] - A liquid hydrogen transportation headquarters will be set up in the region to facilitate the logistics of liquid hydrogen, aiming to create a national distribution center [5] - The collaboration aims to support regional energy transition and contribute to the national "dual carbon" goals, leveraging local resources and technological expertise [6]

Group 1 - The core viewpoint of the article highlights that Jiufeng Energy (605090) successfully provided special fuels and gases for the launch of China's low-orbit satellites using the Long March 8A rocket from Hainan Commercial Space Launch Site [1] Group 2 - Jiufeng Energy's role in the launch involved supplying liquid hydrogen, liquid oxygen, liquid nitrogen, and helium, which are essential for the mission [1]

Core Insights - The strategic partnership between Oman’s Shanfari Group and Shanghai Zhongyang Industrial Group aims to establish Shanfari Energy (China) Co., Ltd, focusing on energy supply chain integration and green energy initiatives [1][3][5] Group 1: Shanfari Group Overview - Shanfari Group is a significant integrated enterprise in Oman, employing over 25,000 people and generating annual revenues that account for 3.2% of Oman’s GDP [1] - The energy sector of Shanfari includes Gulf Energy Trading Company, which supplies 5 million barrels of crude oil and 2 million barrels of condensate monthly, with an annual LNG trading volume of 1.5 million tons [1] - The group is actively involved in Oman’s energy transition and is a key participant in the world’s first liquid hydrogen corridor project [1] Group 2: Shanghai Zhongyang Industrial Group Overview - Established in 2015, Shanghai Zhongyang has become a diversified enterprise with operations across more than ten cities in China, focusing on energy and chemical bulk trading, supply chain finance, industrial investment, and smart manufacturing [1] - The company has built a stable domestic and international business team in energy and chemical bulk trading, establishing strong partnerships with well-known enterprises [1] Group 3: Strategic Collaboration Goals - The partnership is a response to Oman’s Vision 2040, aiming for economic diversification and green transformation [3] - Both companies plan to leverage their strengths to create a transparent and efficient energy supply chain, contributing to national energy security and carbon neutrality goals [5] - The collaboration is positioned as a practical implementation of energy cooperation under the Belt and Road Initiative, enhancing the transition from resource trade to technological collaboration [5]

Core Viewpoint - Jiufeng Energy (605090.SH) is actively involved in providing specialized gases for the Hainan commercial space launch site, supporting high-density launch challenges with reliable product quality and technical expertise [1] Group 1: Company Involvement - The company has participated in the support services for the Long March 8 and Long March 12 rocket launch missions scheduled for July 30 and August 4, 2025, respectively [1] - Jiufeng Energy supplies liquid oxygen, liquid nitrogen, liquid hydrogen, and helium for the launch site [1] Group 2: Strategic Partnerships - The company has established a cooperation framework agreement with Shanghai Aerospace Equipment Manufacturing Co., Ltd., which is part of the China Aerospace Science and Technology Corporation [1] - Jiufeng Energy signed a procurement framework agreement for liquid nitrogen and helium with China Long March Rocket Co., Ltd. [1] - The company has also entered into a xenon gas supply contract with Chengdu Guoguang Electric Co., Ltd. and won a three-year helium and nitrogen supply project with Shanghai Space Propulsion Research Institute [1]

Core Viewpoint - Guofu Hydrogen Energy (02582) has seen a stock increase of over 5%, currently trading at 67.2 HKD with a transaction volume of 47.5869 million HKD, following its participation in a significant energy transition event in Sarawak [1] Group 1: Company Developments - Guofu Hydrogen Energy is the only Chinese company among three international firms to sign a cooperation memorandum with BPHB during the Sarawak Energy Transition Policy launch event [1] - The collaboration focuses on an integrated "Port + Hydrogen" model, with an initial project aimed at establishing Southeast Asia's first 10 tons/day liquid hydrogen demonstration project [1] - The project will leverage BPHB's deep-water port and logistics hub to plan for integrated facilities for liquid hydrogen production, storage, and export, prioritizing local hydrogen demand in Sarawak [1] Group 2: Industry Context - The initiative aims to create a regional hub for green energy and sustainable fuels in Sarawak, aligning with global trends towards renewable energy solutions [1] - The project emphasizes the integration of Sarawak's abundant hydropower and solar resources to provide a low-carbon hydrogen solution through a "green electricity to green hydrogen" closed-loop system [1]

Core Viewpoint - Guofu Hydrogen Energy (02582) has seen a stock price increase of over 5%, currently trading at 67.2 HKD, with a transaction volume of 47.5869 million HKD, following its participation in a significant energy transition event in Sarawak [1] Group 1: Company Developments - Guofu Hydrogen Energy is the only Chinese company among three international firms to sign a cooperation memorandum with BPHB during the Sarawak Energy Transition Policy launch event [1] - The collaboration focuses on an integrated "Port + Hydrogen" model, with the first phase targeting the establishment of a 10 tons/day liquid hydrogen demonstration project in Southeast Asia [1] Group 2: Project Details - The project will leverage BPHB's deep-water port and logistics hub to plan for integrated facilities for liquid hydrogen production, storage, and export, prioritizing local transportation and industrial high-purity hydrogen needs [1] - The initiative aims to explore export opportunities for surplus production while integrating Sarawak's abundant hydropower and solar resources to provide a low-carbon hydrogen solution through a "green electricity to green hydrogen" closed-loop system [1]