攻克氢储运技术难题，支持企业建设科创平台，大力发展生物医药产业……"十四五"以来，福建加快创 新型省份建设，打造全方位推进高质量发展的"创新引擎"。 氢的储运是制约氢产业发展的"痛点"。福州大学党委常委、副校长江莉龙及其团队针对这一难题，将氨 作为高效储氢载体，率先在国际上开展"氨-氢"绿色能源重大技术攻关。该团队创制出可让氨高效分解 的新型低温催化剂，实现了储氢方式的颠覆性创新。 全球首款兼顾1000公里续航和4C超充特性的磷酸铁锂电池发布，全球首次海上风电无淡化海水直接电 解制氢海试成功……一个个科技创新成果，是福建加快创新型省份建设的有力见证。 "十四五"规划以来，福建聚力推动科技创新和产业创新深度融合，奋力争当高质量发展先行者。福建组 织实施95个省级科技重大专项和"揭榜挂帅"项目，推动新一代锂电池、大型储能、海水制氢等领域实现 重大创新突破，助力宁德时代新能源科技股份有限公司（以下简称"宁德时代"）、福建福光股份有限公 司、福建德尔科技股份有限公司等一批领军企业从这里走向世界。 氢能是世界绿色能源发展的重大战略方向。福建省委、省政府始终高度重视氢能产业的应用与发展。 前瞻布局抢占氢能赛道 早在201 ...

Group 1: Innovation in Hydrogen Energy - Fujian has prioritized the development of the hydrogen energy industry, establishing innovation laboratories and conducting forward-looking research since 2019 [2][3] - Fuzhou University has made significant breakthroughs in hydrogen storage and transportation, creating a new low-temperature catalyst for ammonia decomposition, which represents a disruptive innovation in hydrogen storage methods [2] - The establishment of Fujian University Zijin Hydrogen Energy Technology Co., Ltd. marks the first major industrial innovation platform for "ammonia-hydrogen" energy in China, successfully developing the country's first ammonia-hydrogen fuel cell power station and a hydrogen fuel cell bus [2] Group 2: Support for Technological Innovation Platforms - Fujian supports the establishment of high-level technological innovation platforms led by private enterprises, addressing the shortage of such platforms and promoting deeper integration of industry and academia [4] - The provincial government offers a one-time reward of up to 10 million yuan for approved national-level technological innovation platforms, fostering continuous industry innovation [4] - The rapid development of new products by CATL, such as the world's first sodium battery and a 9MWh energy storage system, is attributed to the establishment of the CATL Innovation Laboratory in collaboration with the local government [5] Group 3: Development of the Biopharmaceutical Industry - Fujian has focused on the biopharmaceutical industry, recently launching the first domestically developed nine-valent HPV vaccine, significantly improving vaccine accessibility [6][7] - The establishment of the Xiang'an Innovation Laboratory aims to accelerate the transformation of biopharmaceutical innovations into practical applications, enhancing the success rate of technology transfer from early research to production [7] - The Fujian Provincial Science and Technology Department plans to optimize the organization of major technological innovations and strengthen the supply of high-quality technology to promote the transformation of scientific achievements into productive forces [7]

Core Viewpoint - The meeting between Chinese Premier Li Qiang and European Commission President Ursula von der Leyen emphasized the importance of strengthening China-Europe trade and investment cooperation, highlighting mutual benefits and the need for a collaborative approach in the face of global economic challenges [4][5]. Group 1: Trade and Investment Cooperation - Both Chinese and European business representatives expressed confidence in enhancing trade and investment cooperation, suggesting various opinions and recommendations for collaboration [2]. - Li Qiang noted that the historical context of 50 years of China-Europe relations shows that cooperation is the only correct choice, with bilateral trade and investment maintaining rapid growth [4]. - The strategic significance of China-Europe cooperation has increased due to disruptions in the international economic order, with a focus on expanding trade and investment to enhance economic resilience [4]. Group 2: Business Environment and Opportunities - Li Qiang encouraged Chinese and European enterprises to adopt an open attitude and deepen cooperation in industrial investment, joint research and development, and market expansion [5]. - The European side expressed a commitment to maintaining a fair and non-discriminatory business environment for Chinese companies operating in Europe, emphasizing the importance of mutual investment [5]. Group 3: Green Cooperation - A joint statement on climate change highlighted the importance of the China-Europe green partnership, focusing on accelerating global renewable energy deployment and promoting the flow of quality green technologies and products [6]. - The green transition is identified as a key area for cooperation, with both sides having a solid foundation and broad space for collaboration in this field [6]. Group 4: Industry Developments - CATL plans to introduce its energy storage systems to the EU and UK markets through a strategic partnership with Rolls-Royce, with a significant product launch scheduled for 2025 [7]. - Trina Solar has established a strong presence in the European market, with significant sales of energy storage systems, indicating a growing footprint in the region [7].

Core Viewpoint - The establishment of the 3GWh sodium-ion energy storage cell and 1GWh sodium-ion battery PACK project by Changyi Sodium Battery (Yunnan) Storage Technology Co., Ltd. marks a significant step in the development of the sodium-ion battery industry in Yunnan Province, aiming to create a complete industrial chain for sodium-ion batteries [1][3]. Group 1 - The project is a major industrial initiative in Yunnan Province, expected to commence production within the year, thereby enhancing the sodium-ion battery industry cluster effect [1]. - The project covers an area of approximately 40 acres with a total construction area of 15,548.2 square meters, including the construction of a factory, testing area, and auxiliary facilities [1]. - The project will integrate the entire production chain from sodium-ion battery electrode materials to cell manufacturing and energy storage PACK production [1]. Group 2 - The city of Pu'er is actively promoting the development of the new energy and new materials industry, aiming to establish the Ning'er area of the Yunnan Simiao Industrial Park as a key national hub for the entire sodium-ion battery industry chain [3]. - The Ning'er area has successfully attracted several advantageous enterprises and projects, including those from Shenzhen and Beijing, indicating a growing interest in the sodium-ion battery sector [3].

Industry Overview - In April, wholesale sales of electric passenger vehicles reached 1.14 million units, representing a year-on-year increase of 42% and a month-on-month increase of 1% [1][3] - In Europe, the combined sales of nine countries in April totaled 214,000 units, showing a year-on-year decrease of 25% and a month-on-month decrease of 30% [1][3] - Domestic electric vehicle sales from April 28 to May 4 were 203,000 units, reflecting a month-on-month decrease of 14% and a penetration rate of 48% [1][3] - CATL launched the world's first 9MWh ultra-large capacity energy storage system solution [1][3] - The demand for large-scale energy storage systems is expected to surge in emerging markets like Europe and the Middle East, with a projected CAGR of 20-40% for global energy storage installations from 2025 to 2028 [6][8] Company Developments - CATL is seeking approximately $1 billion in loans to support its business expansion in Indonesia [1][3] - Zeekr is set to delist from the US stock market and merge with Geely Automobile [1][3] - EVE Energy has launched eight new commercial vehicle products to meet diverse market demands [1][3] - Three Flowers Intelligent Control has received approval from the China Securities Regulatory Commission for the issuance of H-shares, planning to issue no more than 477 million shares [5] - BYD's employee stock ownership plan has accumulated purchases of 3.012 million shares at an average price of approximately 357.59 yuan per share [5] Market Trends - The electric vehicle market is experiencing intense price competition, with new models being released frequently [6][7] - The lithium battery sector is currently viewed as undervalued, with key companies like CATL and BYD expected to perform well [7][8] - The wind power sector is projected to see significant growth, particularly in offshore wind, with expectations of 10GW+ installations in 2025 [6][8] - The solar energy industry is undergoing self-regulation, which is anticipated to alleviate internal competition and improve profitability [6][8]