最近氢能行业的关注度和热度明显提升，主要有两个方面的原因。首先是国家 政策的推动。氢能被提升为新增长级之一，并作为非电领域的重要能源消纳方 式，政策上的支持力度显著增强。例如，国富金能与韩国公司合作使用天然气 重整 PEM 燃料电池开拓美国数据中心电源市场，并计划在三年内实现不少于 1 GW 的订单。这些举措显示出行业内公司积极布局并快速推进相关业务。 其次 是成本下降和技术进步。在过去两年中，尽管二级市场变化不大，但产业端成 本下降非常迅速。例如，在车端，49 吨氢燃料电池重卡的价格从两年前的一百 三四十万元降至现在的一半左右。在部分领域已经实现了平价状态。此外，从 2024 年下半年开始，光伏和风电资源丰富地区的氢气出厂价已逼近 15 元以下， 有些地方甚至接近 10 元多，这使得车端实现全寿命成本平价成为可能。 PAM 燃料电池相较于 SOFC 具有供应链成熟、成本较低（每瓦低于一元 人民币）、灵活性强和单机规模大等优势，是进入数据中心燃料电池供 电市场的重要趋势。 国富氢能车载储氢系统产能达 10 万辆车，液氢项目规划 2 万吨，预计 2027 年实现 1 万吨产量，2028 年增至 2 万吨，并积极 ...

Core Viewpoint - Inner Mongolia's Baotou City is focusing on the development of hydrogen energy and energy storage industries, leveraging a "chain leader" approach to create a comprehensive industrial ecosystem [1][2][4]. Group 1: Industry Development - Baotou's hydrogen energy storage industrial park is witnessing rapid project advancements, with multiple production lines nearing completion, including 5,000 sets of fuel cell stack assembly lines and 250 MW PEM electrolyzer production lines [2][3]. - The total investment for the energy storage system assembly project by Inner Mongolia Yuanjing Mengxin Group is 500 million yuan, with an expected annual output value of approximately 2 billion yuan [3]. - The establishment of a complete industrial chain is underway, integrating core technologies from catalysts to fuel cell stacks and energy storage systems [4][5]. Group 2: Economic Impact - The four production lines in the hydrogen energy sector are projected to generate a total output value of 1 billion yuan upon completion [2]. - The Baotou area is expected to attract significant investments, with 84 major projects planned for 2025, totaling an investment of 77.98 billion yuan [7][8]. - The local government is providing comprehensive support to enterprises, enhancing confidence and accelerating project implementation [7]. Group 3: Future Plans - Baotou aims to strengthen project management and ensure the smooth execution of major projects, focusing on the hydrogen energy sector as a key area for growth [8]. - The region is positioning itself as a leader in the hydrogen energy industry, with plans for full-chain layout and cluster development [8].