储氢碳纤维复合储罐作为氢能产业链中的关键装备，在全球能源转型背景下扮演着日益重要的角色。当前行业正处于快速成 长阶段，产品以 III 型、 IV 型储罐为主导，广泛应用于燃料电池汽车的氢气储存系统。全球范围内，美国、欧洲、日本和韩 国在技术和产业化方面处于领先地位，中国企业正积极追赶。随着氢燃料电池汽车产业的蓬勃发展，储氢罐行业迎来了前所 未有的增长机遇，但也面临着技术门槛高、成本压力大等挑战。行业竞争格局呈现多元化特征，国际巨头在高端市场占据主 导，而中国企业则在政府支持和本土产业链配套下逐步提升市场占有率。 从产业链角度看，上游碳纤维材料供应存在结构性不平衡，高性能碳纤维产能集中且受国际贸易政策影响显著。中游储氢罐 制造技术复杂，涉及材料科学、机械工程等多学科交叉，工艺要求极高。下游应用以交通领域为主，正逐步向固定式储能、 气体配送等领域拓展。全球关税政策变动，如美国关税体系调整，正在重塑行业竞争秩序与跨境价值链布局，增加了行业发 展的不确定性。 对于中国市场，当前我国储氢罐以 35MPa 碳纤维缠绕 III 型罐为主， 70MPa 高压罐正处于研发示范阶段。国家发改委、能源 局等近年来出台了《氢能产业发 ...

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Group 1 - The core viewpoint of the articles highlights the strategic opportunity for platinum group metals (PGMs) in the accelerating global green energy transition, particularly in the hydrogen energy industry [1][2] - Valterra Platinum, formerly part of Anglo American, has been established as an independent company focusing solely on PGMs, allowing for more agile decision-making and a concentrated strategic focus [1] - The company aims to leverage nearly a century of expertise and resource advantages from Anglo American to provide high-quality products to clients worldwide [1] Group 2 - PGMs are critical materials in the hydrogen energy supply chain, widely used in fuel cells and electrolysis for hydrogen production, with China identified as a key strategic market due to its large automotive consumption [2] - The company recognizes the rapid maturation of China's fuel cell industry, noting the shift from reliance on imported components to domestic alternatives [2] - Challenges such as infrastructure and terminal product development are seen as barriers to the large-scale implementation of hydrogen transportation in China [2] Group 3 - The company plans to continue its global strategy around the hydrogen ecosystem, focusing on collaboration across the supply chain to create a closed-loop system of technology, capital, and market [3] - It aims to validate business models and accumulate industry experience in the Chinese market, which is driven by both policy and demand [3] - The establishment of a local team in Shanghai is part of the strategy to support the industrialization of PGMs in fuel cells and green hydrogen production [2][3]