中国石化又投资了一家氢能公司！ 中国石化 佛吉亚 氢能 共2300字｜建议阅读时间 2分钟 文 | 木兰 日前，中国石化资本通过其管理的氢能基金，向佛吉亚（上海）氢能投资有限公司战略投资3亿元人民币。 单从规模来看，这笔投资在能源圈并不算突出，但背后折射出的战略意图，却值得细细品味。 作为国内氢能产业的领头雁，中国石化早已在制氢、加氢站等领域布局多年，为何偏偏选中佛吉亚氢能？答案也很明确，这不是一时兴起的跟风投资，而 是中国石化瞄准产业链短板的精准补位。 为何是佛吉亚？ "十四五"以来，中国石化就明确了打造"中国第一氢能公司"的目标。 在加氢端，截至2025年10月，中国石化已建成11个供氢中心、146座加氢站，搭建起全球最大的加氢站运营网络，还规划了多条贯通重点区域的氢走廊。 制氢端同样底气十足，氢气产能超过400万吨/年，还建成了新疆库车2万吨/年光伏制氢项目，推动绿氢示范项目落地见效。 然而，在连接"制"与"加"之间的储运环节，特别是车载储氢技术，是中国石化氢能产业链上有待进一步加强的关键环节。 氢气是密度最小的气体，要想高效地装进车里、跑在路上，需要性能极其优异的储氢瓶。 目前，主流的储氢瓶根据其材料 ...

多元储运，破局而立 2025（第三届）氢储运关键技术发展论坛 12月17-18日 江苏·苏州香格里拉大酒店 会议酒店： 苏州香格里拉大酒店 酒店地址： 江苏省苏州市虎丘区塔园路168号 签到时间及地点 12月16日（周二） 13:00-20:00（1F酒店大堂） 12月17日（周三） 07:30-08:50（2F新地厅） 尊敬的各位报告嘉宾、参会代表： 您好！2025（第三届）氢储运关键技术发展论坛 将于 12月17-18日在 苏州香格里拉大酒店 举行（16日下午会议签到；17、18日主题报告） ，感谢您在百忙之中出席本次会议。为大家能够顺利地参与本次会议，组委会准备了最全参会攻略，建议微信收藏，仔细阅读！ 注册签到 参会人员请到指定签到处签到，可领取参会证、餐饮券、会刊等会务资料。 会议规范 为保证此次论坛顺利召开，请大家全程佩戴胸卡，方便进出； 此次会务资料在会议签到时领取，每人一份； 本会场内禁止吸烟，为保持会场秩序和对发言代表的尊重，请大家将手机关闭或是调至震动。 会议期间天气 天气衣着（查询自12.9） | 周二 | 周三 | 周四 | 周五 | | --- | --- | --- | --- | ...

Core Points - The 2025 (3rd) Hydrogen Storage and Transportation Key Technology Development Forum will be held on December 17-18 at the Shangri-La Hotel in Suzhou, Jiangsu [2] - The forum aims to discuss the development trends in the hydrogen storage and transportation industry, featuring key topics such as high-pressure gas storage, low-temperature liquid hydrogen storage, and material hydrogen storage technologies [10][14] Registration and Attendance - Participants are required to register and collect their conference materials, including badges and meal vouchers, during the designated sign-in times [3][2] - The forum will have strict attendance protocols, including wearing badges and maintaining a smoke-free environment [3] Weather and Travel Information - The weather forecast for the forum dates indicates temperatures ranging from 3°C to 15°C, with varying conditions [5] - The Shangri-La Hotel is conveniently located with various transportation options available from nearby train stations and the airport [7] Agenda Overview - The forum will feature keynote speeches and discussions on various topics, including advancements in high-pressure hydrogen storage technologies, low-temperature hydrogen transportation, and material storage innovations [10][14] - There will also be concurrent activities such as an innovation exhibition and technology showcases [10] Additional Events - A related forum on wide-temperature fuel cells and hydrogen energy drones will take place on December 18-19, offering participants a chance to explore further advancements in hydrogen technology [11]

Core Viewpoint - Hydrogen storage and transportation is a critical segment of the hydrogen energy industry chain, impacting safety and economic viability. Recent advancements in this area, such as the approval of the first cross-province green hydrogen pipeline and the launch of large-scale titanium alloy hydrogen storage projects, indicate a significant acceleration in breakthroughs that may alleviate core bottlenecks in hydrogen energy costs and safety, leading to the formation of a new ecosystem for safe and efficient hydrogen delivery [2]. Event Overview - The "2025 (Third) Hydrogen Storage and Transportation Key Technology Development Forum" will be held from December 16-18, 2025, in Suzhou, Jiangsu, focusing on various core topics including high-pressure hydrogen storage technology, low-temperature liquid hydrogen technology, and pipeline transportation technology [2][3]. Forum Highlights - The forum will feature discussions with government planning units, academicians in the hydrogen storage and transportation field, and industry leaders to accelerate the integration of key segments in the hydrogen energy industry [7]. - Key technologies such as high-pressure gaseous hydrogen storage, low-temperature liquid hydrogen storage, organic liquid hydrogen storage, solid-state hydrogen storage, and pipeline hydrogen transportation will be highlighted, showcasing the latest advancements and trends in hydrogen storage and transportation [9]. - The event will include interactive formats such as an innovation exhibition, closed-door seminars, supply-demand matching, and technology achievement displays, facilitating in-depth interactions within the industry [9]. - Leading enterprises, top universities, and capital from industrial parks will gather at the forum, supported by extensive media promotion to reach a wide audience in the industry [9]. Keynote Speakers - Notable speakers include experts from various institutions, such as: - Bai Yong, an academician from the Norwegian Academy of Technological Sciences, discussing key technological advancements in IV-type hydrogen storage bottles [10]. - Cheng Hansong, a professor from China University of Geosciences (Wuhan), focusing on organic liquid hydrogen storage technologies [11]. - Zou Jianxin, a distinguished professor from Shanghai Jiao Tong University, presenting on high-performance solid-state hydrogen storage materials [12]. - Wang Changjian, a professor from Hefei University of Technology, addressing risk analysis and safety control in hydrogen storage and transportation [13]. Additional Activities - The forum will also include a high-level closed-door seminar for in-depth discussions on industry challenges and opportunities, aiming to contribute to the energy structure transformation under carbon neutrality goals [17]. - A technology achievement display will be set up to promote the transfer and transformation of scientific research results in the hydrogen storage and transportation field [18]. - A supply-demand matching initiative will be launched to connect research institutions, enterprises, and service providers in the hydrogen energy sector [19].

Core Insights - China is recognized for its leading technology in materials innovation, particularly in the field of new energy vehicles, as acknowledged by many European and American companies [1][2] - The 28th China International Composites Industry Technology Exhibition showcased significant advancements in material technology, emphasizing a high-quality development path driven by "smart manufacturing" and "green" initiatives [1] - Innovations in composite materials are being applied across various sectors, including aerospace, transportation, and clean energy, indicating a shift towards more sustainable manufacturing practices [4] Group 1: Technological Advancements - The development of the MTI AFPS software by the China Aviation Manufacturing Technology Research Institute has broken foreign embargoes and is now used in the production of various aerospace components [1] - The commercial application of IV-type hydrogen storage bottles is accelerating, and full carbon fiber subway train components were displayed at the exhibition [1][2] - Carbon fiber composites are increasingly used in low-altitude aircraft, with their structural material proportion reaching over 70% due to their lightweight and high-strength characteristics [2] Group 2: Market Trends - China produces 70% of the global fiberglass supply, indicating a strong position in the composite materials market [2] - The trend towards lightweight and high-modulus materials is evident in various applications, including robotics, where reducing weight while increasing strength allows for enhanced functionality [4] - Composite materials are transitioning from being mere substitutes in traditional industries to becoming foundational materials for new economic sectors such as low-altitude economy, deep-sea exploration, and clean energy [4]

Investment Rating - The industry rating is "Outperform the Market" [4] Core Insights - Continuous introduction of hydrogen energy policies and gradual advancement of pilot projects are observed. The report suggests focusing on companies involved in the bidding for electrolyzers, those capable of hydrogen transportation, and heavy-duty hydrogen vehicle manufacturers [2][37]. Summary by Sections 1. Hydrogen Industry Market Performance - As of June 20, 2025, the hydrogen energy index closed at 2022.52 points, with a weekly decline of -1.23% and a year-to-date increase of 13.83%. The hydrogen energy index ranks 40th among the Shenwan secondary industry rankings, improving by 2 places from the previous week [9][12]. 2. Hydrogen Industry Data Review 2.1 Electrolyzer Data Review - By June 20, 2025, there have been 26 cumulative bidding projects for electrolyzers in China, primarily alkaline and PEM types. A notable project involves a 200kW AEM electrolyzer system, which is the largest single-cell AEM system currently in practical production [16][17]. 2.2 FCV Related Data Review - In May 2025, the production of fuel cell vehicles (FCVs) added 250 units, a decrease of 26.90% month-on-month, while sales added 165 units, down 49.70%. Cumulatively, from January to May 2025, production reached 1176 units, a year-on-year decrease of 25.00% [19][22]. 3. Industry Dynamics and Company Developments 3.1 Industry Dynamics - The first national hydrogen vehicle quality inspection center has been put into operation, covering the entire hydrogen energy industry chain. Multiple regions, including Beijing, Hebei, and Sichuan, have initiated hydrogen energy pilot project applications [32][33]. 3.2 Company Developments - Meijin Energy's carbon paper project has completed its A-round financing, marking a significant technological breakthrough in the gas diffusion layer field. Tianhai Hydrogen has secured the first batch order for 8-450L IV type hydrogen storage bottles, achieving significant advancements in storage technology [35][36].