"宁波膜智信息科技有限公司"为势银（TrendBank）唯一工商注册实体及收款账户 势银研究： 势银产业研究服务 势银数据： 势银数据产品服务 势银咨询： 势银咨询顾问服务 添加文末微信，加 绿氢 群 势银（Trendbank）绿色能源事业部研究团队始终保持对行业动态的密切跟踪，针对氢能产业制储 运加用等方面进行分析研判。势银分析师定期或不定期地与产业链企业紧密互通，掌握最新的项目 动态、新品情况、技术发展趋势、交付信息等，并形成氢能产业月度报告及分析师观点，旨在为业 内各方参与者提供行业最新动态进展与决策参考。 月报交付时间：次月10日-15日 交付形式：PDF月报 目 录 1.3AEM电解水制氢行业动态 2、绿氢项目及下游消纳动态 1、电解水制氢行业动态 1.1ALK电解水制氢行业动态 1.2PEM电解水制氢行业动态 3、氢储运&加氢站行业动态 4、燃料电池行业动态 示 例 2.1 绿氢项目动态 2.2 绿醇项目动态 2.3 SAF项目动态 4.1 燃料电池系统及配套情况 4.2 燃料电池系统订单详情 4.3 燃料电池行业发展趋势分析 绿氢项目及下游消纳动态 TrendBank 碧 裙 HOME | Pa ...

Group 1 - Shanghai is organizing a series of activities themed "Energy Saving and Efficiency Improvement" for the 2025 Energy Conservation Publicity Week, focusing on promoting the "dual carbon" narrative and creating a positive social atmosphere [1] - Several companies, including Carbon Balance Energy Technology Co., Ltd., Hydrogen Luan Technology Co., Ltd., Hydrogen Era Technology Co., Ltd., and Shanghai Huayi Group, are actively engaging in the green hydrogen industry, leveraging cutting-edge technologies like AI and 5G to accelerate the transition to a green and low-carbon energy system [1] Group 2 - Carbon Balance has developed a "System Energy Cascade Utilization Technology" for industrial environment dehumidification, which can save 475,000 kWh of electricity annually, equivalent to 144 tons of standard coal and a reduction of 271 tons of CO2 emissions [2] - The company is exploring the integration of AI models for enhanced data analysis and predictive capabilities, aiming for more precise assessments of equipment health and energy management [2][3] Group 3 - Hydrogen Era, a subsidiary of Shanghai Electric, focuses on developing green hydrogen equipment and has a 10 MW full-power testing platform for rigorous product validation [3] - The company is involved in a project that combines wind power and biomass for green methanol production, providing a hydrogen system capable of producing 8,000 standard cubic meters of alkaline electrolysis hydrogen per hour [3] Group 4 - Hydrogen Luan Technology has developed a 200 kW AEM electrolysis hydrogen production system, which is the largest single-cell AEM system currently in production, and is part of a national demonstration project in Xinjiang [4] - The company has secured a contract for a major green hydrogen production project with Three Gorges Energy, set to complete testing by the end of the year [4] Group 5 - Shanghai Huayi Group is implementing energy audits and establishing energy management systems across its enterprises, leading to significant reductions in energy consumption and CO2 emissions [5] - The group has achieved ISO 50001 certification for 19 production enterprises and has several products recognized as "green products," with multiple factories awarded "green factory" certifications [5]

Core Viewpoint - Guodian NARI Technology Co., Ltd. has launched a green hydrogen production solution, aiming to transition green hydrogen from a "supplementary energy" to a "main energy storage" source, leveraging clean electricity from wind and solar power [2][3]. Group 1: Industry Trends - The global trend is moving towards the synergistic development of "green electricity + green hydrogen," creating unprecedented opportunities for the green hydrogen industry [2]. - The green hydrogen sector faces systemic challenges, including optimization of wind-solar-storage hydrogen systems, limited dynamic adjustment capabilities of hydrogen production equipment, complex multi-time-scale coupling control, low production efficiency, and long investment recovery periods [2]. Group 2: Company Solutions - Guodian NARI's overall solution includes four major products: a steady-state joint simulation platform, an integrated control platform, hydrogen production power sources, and an electrolysis water hydrogen production system [2]. - The solution aims to achieve optimal system operation levels and the lowest green hydrogen costs through technologies such as steady-state joint simulation, hydrogen optimization scheduling, energy management, and cluster control of electrolyzers [2]. Group 3: Cost and Efficiency - Currently, the cost of hydrogen produced from coal ranges from 10 to 15 yuan per kilogram, with each ton of hydrogen produced emitting approximately 11 tons of CO2 [3]. - Guodian NARI's green hydrogen solution aims to lower the cost of electrolysis hydrogen to be on par with or even below that of gray hydrogen [3]. - The solution significantly enhances the power adjustment range of electrolyzers and the efficiency of hydrogen conversion, aligning well with the intermittent and volatile nature of renewable energy [3].

氢鸾科技相关负责人介绍，公司的AEM电解水制氢技术是传统工艺技术的升级换代产品，它巧妙地结合了碱性电解槽（ALK）的低成本和质子交换膜 （PEM）的风光波动适应性优势，无需贵金属即可批量制备纳米催化剂，能够低成本实现离网制氢，从根本上解决了大规模风光发电无法上网、现场消纳 的"卡脖子"问题。 氢能是新一轮能源革命的基石，"碳基"能源向"氢基"能源转变，被认为是能源革命的重要标志。2025年6月4日，国家能源局发布《关于组织开展能源领域氢 能试点工作的通知》，将遴选部分项目和区域开展氢能试点工作，支撑氢能"制储输用"全链条发展。记者获悉，氢鸾科技正联合地方政府和多家央国企，推 进多个十兆瓦级项目申报国家能源局能源领域氢能试点。 6月24日，上海氢鸾科技有限公司（以下简称"氢鸾科技"）位于上海闵行区的车间内，一套电解水制氢系统正在进行发货前测试。3天后，该套系统就将发往 3000公里外的新疆哈密市伊吾县，成为新疆大学绿氢耦合煤焦油固定床加氢中试项目的重要组成部分。 张淑贤/拍摄 氢鸾科技相关负责人向记者介绍，该套系统是由氢鸾科技自主研发生产的200kW AEM（阴离子交换膜）电解水制氢系统，也是全球目前实际生产应 ...