Workflow
中原内配集团:布局氢能源 塑造新优势
002448ZYNP(002448) 中国经济网·2024-12-23 22:31

Core Viewpoint - The company is actively transitioning towards the hydrogen energy industry, focusing on the development and production of hydrogen fuel cell systems and components, marking a significant shift from traditional internal combustion engines to zero-emission technologies [2][5]. Group 1: Partnerships and Collaborations - The company is collaborating with Shanghai Re-Fuel Energy Technology Co., Ltd. to develop fuel cell stacks, membrane electrodes, and hydrogen equipment, while it handles industrial production, testing, and sales [1]. - The company has invested in Tianyang (Jiangsu) Hydrogen Energy Technology Co., Ltd. to jointly develop and produce humidifiers and deionizers for hydrogen fuel cell systems [3]. - A joint venture, Beijing Yuzhou Tongda Hydrogen Energy Technology Co., Ltd., has been established with Shanghai Re-Fuel Energy Technology Co., Ltd. and Beijing Hydrogen Pu Chuang Neng Technology Co., Ltd. to focus on the research, production, and sales of metal bipolar plates for hydrogen fuel cells [3]. Group 2: Production and Development Milestones - The first batch of 50 hydrogen fuel cell engines has been delivered to Yutong Group, marking a significant milestone in the company's transition to hydrogen energy [2]. - The company aims to achieve an annual production capacity of 150,000 hydrogen fuel cell engines, 300,000 air compressors, 200,000 humidifiers, and 20 million bipolar plates by 2030 [5]. - The company has completed the production and testing of 47 hydrogen fuel cell engines by the end of July [2]. Group 3: Financial Performance - In the first three quarters of the year, the company's revenue reached 2.464 billion yuan, representing an 18.9% year-on-year increase [9]. - The company is committed to parallel development in both traditional automotive components and hydrogen energy power systems, enhancing innovation management and market competitiveness [9]. Group 4: Technological Advancements - The company has established a hydrogen fuel cell engine production line and performance testing platform, indicating progress in technology development and application [8]. - Key components such as humidifiers and deionizers have already been sold, while hydrogen circulation pumps and air bearings have completed product development and are undergoing testing [7].