在多领域已领先 中国材料创新正当时 中新网9月23日电(记者 宋宇晟)"很多欧美公司已经承认我们技术是领先的。他们在研讨会上交流的时候 说，'没有更多的先进技术分享，因为在一些领域，你们是走在前面的'。比如在新能源汽车领域，他们 要来听我们的分享。" 展会现场，德国复合材料协会主席迈克尔·艾分在接受采访时也表示，中国材料领域正涌现许多创新成 果，在包括欧洲在内的很多地方，中国材料正被应用。 "以玻纤为例，现在全球有70%是中国生产的。"中国巨石股份有限公司产品研发中心副主任徐胜杰认 为，随着越来越多新材料的开发与应用，复合材料发展趋势向好。 近日，第28届中国国际复合材料工业技术展览会在上海举行。在中国国际复材展组委会CEO杨左看来， 这些年，中国在材料领域的技术进步有目共睹。 一条以"智造"为引擎、以"绿色"为底色的高质量发展路径已然成型。 例如，中国航空制造技术研究院自主研发的复合材料自动铺丝编程软件(MTI AFPS)打破国外禁运，已 配套25台国产铺丝设备交付使用，成功应用于C型梁、无人机垂尾等航空结构件制造；国内公司生产的 全复合材料火箭整流罩与防热大底采用共胶接一体成型技术，减重10%，已配套多次 ...

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].