证券日报网讯 1月13日，电投产融（000958）在互动平台回答投资者提问时表示，百万千瓦级压水堆核 电机组普遍配套建设一定规模的制氢系统，主要为厂内设备供应氢气。依托压水堆核电机组安全稳定的 清洁基荷电力，CAP1000和CAP1400机组具备开展电解水制氢的能力，可与成熟的PEM电解水制氢等技 术耦合，打造核能综合利用新场景。同时，CAP1000和CAP1400机组也具备结合膜法或热法相关技术， 开展海水淡化的能力。未来，电投核能将因地制宜，结合具体核电项目所在地的经济社会发展需求，积 极开展核能供热、制氢、海水淡化等市场开发工作。 ...

Core Viewpoint - The forum highlighted the evolution of energy cooperation between China and the Middle East, transitioning from traditional oil and gas trade to a comprehensive, multi-dimensional strategic collaboration centered on green and low-carbon initiatives [2][4]. Group 1: Historical Context and Cooperation Foundations - The historical ties between China and Arab countries date back over a thousand years, with the establishment of the China-Arab States Cooperation Forum in 2004 marking a new phase of institutional cooperation [4]. - The Belt and Road Initiative proposed in 2013 has significantly boosted energy cooperation between China and Arab nations, evolving from mere trade to encompassing oil and gas exploration, technology exchange, and joint clean energy projects [4][5]. Group 2: Current Energy Transition and Investment Opportunities - The Middle East is undergoing a significant energy transition, with countries like Saudi Arabia and the UAE outlining ambitious plans such as the "Vision 2030" and "2050 Energy Strategy," which aim to reduce dependence on oil and diversify their economies [8]. - The region's shift towards renewable energy creates substantial investment opportunities for global investors, particularly in clean energy, hydrogen, and emerging energy sectors [8][10]. Group 3: Strategic Collaboration Dynamics - The collaboration between China and Middle Eastern countries has evolved from a one-way trade model to a synergistic approach combining Chinese technology, Gulf capital, and local application scenarios, creating a powerful collaborative force [6]. - The complementary strengths of China as the largest oil importer and the Middle East as a major oil exporter, along with China's advanced renewable energy capabilities, form the basis for deepening energy cooperation [5][6]. Group 4: Technological Innovations and Future Prospects - Chinese companies are rapidly integrating into the Middle East's energy transition, with firms like China Energy Engineering, BYD, and Huawei leading the charge in renewable energy projects [8][10]. - Innovations in technologies such as heterojunction solar cells and PEM electrolysis for hydrogen production are being explored, with the potential to significantly reduce costs and enhance efficiency in the region's energy landscape [9][10]. Group 5: Challenges and Strategic Recommendations - The complexity of the Middle Eastern market, characterized by diverse histories, cultures, and regulations, necessitates a thorough understanding and careful planning by Chinese enterprises looking to invest [12][13]. - Successful collaboration relies on building trust through local connections, understanding market dynamics, and leveraging local policy advantages while ensuring compliance and risk management [12][13].

来源：中国能源网 12月4日，第八届中国能源产业发展年会分论坛之一——2025中东能源投资论坛在京成功举办。 在以"新机遇、新挑战——投资中东能源"为主题的圆桌对话环节，圆桌对话主持人国际能源转型学会会 长、国际能源论坛（IEF）第四任驻会秘书长孙贤胜，与国际时事评论员、高级研究员艾那·唐根，中交 城市能源研究设计院有限公司总会计师陈可、安徽华晟新能源科技股份有限公司副总裁李鹏凯、上海氢 锐科技有限公司副总经理胡大麟围绕全球能源转型、中东能源投资机遇等展开热烈讨论。 以下为发言内容整理 国际能源转型学会会长、国际能源论坛（IEF）第四任驻会秘书长孙贤胜：中东能源投资机遇与风险并 存 全球能源转型加速，地缘政治格局动荡，中东作为传统的"世界油库"正站在历史性的十字路口。一方面 持续巩固其在碳氢化合物领域的优势，另一方面则大力开发可再生能源与未来产业，以实现经济多元 化。对全球投资者而言，这里既蕴含着巨大的机遇，也充满了复杂的挑战。 我们看到，当前全球能源体系正处于历史性的"十字路口"，而中东地区作为全球油气供应的核心枢纽， 也正处于能源变革的前沿阵地，其能源投资的战略逻辑、业态模式以及风险挑战正在经历深刻重构。 ...

Core Viewpoint - The Middle East is at a historical crossroads in energy investment, balancing its traditional hydrocarbon advantages with the development of renewable energy and economic diversification, presenting both opportunities and challenges for global investors [4][6]. Group 1: Investment Opportunities and Risks - The global energy transition is accelerating, and the Middle East, as a core hub for oil and gas supply, is undergoing profound restructuring in its energy investment strategies and risk challenges [6]. - Investors must possess precise risk judgment capabilities to assess whether project risks are manageable, especially in the hydrogen sector, which has faced challenges leading some companies to exit while others continue to pursue opportunities [6][8]. Group 2: Localization and Collaboration - Investors should deeply understand local conditions, including language and business culture, to navigate the diverse historical backgrounds and perspectives across the Middle East [8]. - Southern countries should actively seek collaboration opportunities to create a new economic force, recognizing the strategic importance of traditional resources even as they decline [8]. Group 3: Infrastructure and Global Strategy - China Communications Construction Company (CCCC) has achieved success in its globalization strategy through market brand advantages, regional deepening, and localized personnel [11]. - CCCC has established substantial operations in 158 countries, with over 3,000 projects globally, particularly in the Middle East, including the UAE and Kuwait [11]. Group 4: Technological Advancements in Renewable Energy - Anhui Huasheng New Energy Technology Co., Ltd. focuses on heterojunction technology, which is well-suited for the Middle East's environment, offering significant advantages in temperature coefficient and bifaciality [14][15]. - The company aims to commercialize its technology within five years, with a clear roadmap for industrialization, and is actively involved in establishing collaborative platforms for the solar energy industry [14][15]. Group 5: Hydrogen Energy Development - Shanghai Hydrogen Technology Co., Ltd. sees the Middle East as a key region for its global strategy, focusing on the development of green hydrogen ecosystems in collaboration with local enterprises [18]. - The company emphasizes the importance of technology and application scenarios in driving market expansion, despite some companies exiting the hydrogen sector [18].

Core Viewpoint - The forum focused on the development of the renewable energy hydrogen production industry, discussing technological innovations and market trends in hydrogen production systems and key components, aiming to promote high-quality development in the sector [3][68]. Group 1: Forum Overview - The "2025 Renewable Energy Hydrogen Production Industry Development Forum" was held in Suzhou, Jiangsu, organized by DT New Energy and the Shanghai Hydrogen Science and Technology Research Association, featuring nearly 200 industry experts and representatives [1][3]. - The forum included 20 specialized reports addressing various topics such as ALK/PEM/AEM hydrogen production technologies, innovation in key components, and new trends in green hydrogen project applications [3]. Group 2: Key Technological Insights - Yang Fuyuan from Tsinghua University discussed the high cost issues of PEM electrolysis and proposed key technological paths for achieving low-cost, high-performance PEM electrolysis, emphasizing high current density and durability [6][7]. - Yu Ende from Shenzhen Tsinghua University introduced seawater electrolysis technology, highlighting its wide water quality tolerance and addressing challenges such as chlorine ion reactions and electrode corrosion [9][10]. - Wang Xiaoyu analyzed the hydrogen-ammonia-alcohol project, identifying challenges and opportunities in technology bottlenecks, biomass storage, and green certification [11][12]. Group 3: Innovations in Electrolysis Technology - Zhang Bo from Fudan University emphasized the importance of low iridium/non-iridium catalyst material innovations and efficient manufacturing processes to reduce costs and improve reliability in PEM electrolysis systems [22][24]. - Li Haipeng from China Shipbuilding (Handan) discussed the need for safety and maintenance systems in large-scale renewable energy hydrogen production, focusing on alkaline electrolysis technology [30]. - Xu Xiaochuan from Evonik highlighted advancements in anion exchange membrane technology, which is crucial for the stability and efficiency of AEM electrolysis systems [41][46]. Group 4: Industry Challenges and Future Directions - The industry faces dual challenges of cost and safety, necessitating effective risk management measures to ensure safe operations in hydrogen-related scenarios [31]. - Li Yangyang discussed the challenges in the commercialization of composite membranes and electrodes, emphasizing the need for continuous innovation in material systems and processes [35][36]. - The forum concluded with a call for ongoing professional courses and demand matching services to foster technical exchanges and industry development in the renewable energy hydrogen sector [69][70].

Core Viewpoint - The article emphasizes the importance of innovation in driving the transformation of the renewable hydrogen industry, highlighting the upcoming 2025 Renewable Energy Hydrogen Production Industry Development Forum in Suzhou, Jiangsu, which will focus on advancements in hydrogen production technologies and applications [1][2]. Group 1: Event Overview - The 2025 Renewable Energy Hydrogen Production Industry Development Forum will take place on July 10-11, 2025, in Suzhou, Jiangsu, organized by DT New Energy [2][3]. - The forum will cover key topics such as the current market development of ALK/PEM/AEM hydrogen production technologies, innovations in key materials and systems, and new trends in green hydrogen project applications [2][3]. Group 2: Agenda Highlights - The agenda includes a series of thematic discussions, starting with the current status and development trends of renewable energy electrolysis hydrogen production [10]. - Key sessions will address high-performance versus stable technologies in alkaline/PEM hydrogen production, advancements in AEM electrolysis technology, and the integration of green hydrogen in various applications [10][12][14]. Group 3: Featured Activities - The forum will feature a PEM hydrogen production industry innovation development seminar, aimed at connecting executives from key material and equipment companies with academic leaders to discuss industry challenges and solutions [20]. - A supply-demand matching initiative will be introduced to facilitate collaboration among research institutions, enterprises, and government bodies involved in the renewable hydrogen sector [21]. - Attendees will have the opportunity to visit Bosch's Intelligent Manufacturing Solutions Division, with limited slots available for registration [23].