<p>（第一财经）4 月 16 日——中国氢能公司最近与海外客户达成多项协议，提供氢能解决方案和设备，扩大在东南亚、非洲、中东和中亚的业务，以支持全球减少碳排放和改善能源安全的努力。</p>
<p>根据双方于 4 月 14 日签署的协议，Hydrexia Holding 将向越南环境解决方案公司 KPT Chemical 提供基于镁的固态氢储存罐和氢加注站设备。氢气将来自马来西亚古晋的一座生产工厂，该工厂由 Hydrexia 与马来西亚的 SEDC Energy 共同运营，并通过基于镁的固态氢储存技术跨境运输。</p>
<p>Thiko Energy Group 与俄罗斯工业和贸易部合作，计划建设中俄跨境氢气走廊，该走廊将在连接两国的运输路线部署氢动力重型卡车，根据双方于 4 月 12 日签署的谅解备忘录。</p>
<p>江苏国富氢能设备于 4 月 6 日与其子公司 GF Hydrogen Africa Sarl 签署了一项 620 万美元的协议，向摩洛哥提供一套 20 兆瓦的氢气生产系统。</p>
<p>而在 3 月份，江苏双良氢能科技向阿曼运送了 16 套碱性水电解系统，用于 ACME 集团运营的国家绿色氨项目。</p>
<p>“从整个供应链来看，电解槽的出口预计今年将快速增长，特别是向中东和欧洲的出口，” 一位氢能设备制造商的代表陈悦表示。</p>
<p>“中东等地区的大规模绿色氢项目仍在推动需求。此外，与单台设备的成本相比，项目开发者更关注项目生命周期内的总运营成本，这正是中国制造商的优势所在。”</p>
<p>根据中国证券的数据，中东和北非计划到 2030 年实现 780 万吨的绿色氢生产能力。这将需要大约 78 吉瓦的电解槽，但截至去年初，仅完成了约 3 吉瓦到 4 吉瓦，留下了巨大的缺口。</p>
<p>能源安全是需求背后的另一个重要因素。陈悦表示，中东的冲突推高了油气价格，进而影响了尿素和肥料等下游产品。液氨是尿素生产的关键原料，通常由天然气制成。但转向通过电解产生的氢气可以减少对天然气的依赖，并为中国电解槽设备出口商创造更多机会。最近，欧洲客户有多次询问。</p>
<p>今年 1 月，中国国家能源局表示，计划在第十五个五年计划期间加大对氢能产业的支持，并培育与氢能相关的未来产业，该计划将持续到 2030 年。目标是到那时将氢气的平均终端用户价格降低到每公斤 25 元人民币（3.60 美元）以下。</p>
<p>编辑：金·泰勒</p>

HDRO

<p>中国氢能公司正在全球扩展，签署协议为东南亚、非洲、中东和中亚提供氢能解决方案。最近的协议包括 Hydrexia 向越南提供氢气储存罐，Thiko Energy 与俄罗斯合作建立氢气走廊，以及江苏国富向摩洛哥供应氢气生产系统。预计电解槽的需求将上升，特别是在中东和欧洲，这主要受到大规模绿色氢能项目和能源安全问题的推动。中国国家能源局计划到 2030 年降低氢气价格</p>

<p>(Yicai) April 16 -- Chinese hydrogen companies have entered into a number of deals recently with overseas clients to supply hydrogen energy solutions and equipment, as they expand their presence across Southeast Asia, Africa, the Middle East and Central Asia to support global efforts to cut carbon emissions and improve energy security.</p>
<div class="lb-trans"><p>（第一财经）4 月 16 日——中国氢能公司最近与海外客户达成多项协议，提供氢能解决方案和设备，扩大在东南亚、非洲、中东和中亚的业务，以支持全球减少碳排放和改善能源安全的努力。</p>
</div><p>Hydrexia Holding will provide magnesium-based solid-state hydrogen storage tanks and hydrogen refueling station equipment to Vietnamese environmental solutions firm KPT Chemical, according to the deal signed by the two parties on April 14. The hydrogen will come from a production plant in Kuching, Malaysia, which is jointly operated by Hydrexia and Malaysia’s SEDC Energy, and transported across borders using magnesium-based solid-state hydrogen storage technology.</p>
<div class="lb-trans"><p>根据双方于 4 月 14 日签署的协议，Hydrexia Holding 将向越南环境解决方案公司 KPT Chemical 提供基于镁的固态氢储存罐和氢加注站设备。氢气将来自马来西亚古晋的一座生产工厂，该工厂由 Hydrexia 与马来西亚的 SEDC Energy 共同运营，并通过基于镁的固态氢储存技术跨境运输。</p>
</div><p>Thiko Energy Group is linking arms with Russia’s Ministry of Industry and Trade to build a China-Russia cross-border hydrogen corridor which will deploy hydrogen-powered heavy-duty trucks on transport routes linking the two nations, according to the memorandum of understanding inked by the two sides on April 12.</p>
<div class="lb-trans"><p>Thiko Energy Group 与俄罗斯工业和贸易部合作，计划建设中俄跨境氢气走廊，该走廊将在连接两国的运输路线部署氢动力重型卡车，根据双方于 4 月 12 日签署的谅解备忘录。</p>
</div><p>Jiangsu Guofu Hydrogen Energy Equipment penned a USD6.2 million deal with its affiliate GF Hydrogen Africa Sarl on April 6 to supply a 20 megawatt hydrogen production system to Morocco.</p>
<div class="lb-trans"><p>江苏国富氢能设备于 4 月 6 日与其子公司 GF Hydrogen Africa Sarl 签署了一项 620 万美元的协议，向摩洛哥提供一套 20 兆瓦的氢气生产系统。</p>
</div><p>And in March, Jiangsu Shuangliang Hydrogen Energy Technology shipped 16 sets of alkaline water electrolysis systems to Oman for a national green ammonia project run by the ACME Group.</p>
<div class="lb-trans"><p>而在 3 月份，江苏双良氢能科技向阿曼运送了 16 套碱性水电解系统，用于 ACME 集团运营的国家绿色氨项目。</p>
</div><p>&#34;Looking at the whole supply chain, exports of electrolyzers are expected to grow quickly this year, particularly to the Middle East and Europe,&#34; said Chen Yue, a representative from a hydrogen equipment manufacturer.</p>
<div class="lb-trans"><p>“从整个供应链来看，电解槽的出口预计今年将快速增长，特别是向中东和欧洲的出口，” 一位氢能设备制造商的代表陈悦表示。</p>
</div><p>“Large-scale green hydrogen projects in areas like the Middle East are still driving demand. Furthermore, compared to the cost of individual machines, project developers are more concerned about the total operational cost over the project's lifetime, which plays to the strengths of Chinese manufacturers.”</p>
<div class="lb-trans"><p>“中东等地区的大规模绿色氢项目仍在推动需求。此外，与单台设备的成本相比，项目开发者更关注项目生命周期内的总运营成本，这正是中国制造商的优势所在。”</p>
</div><p>The Middle East and North Africa are planning to achieve a green hydrogen production capacity of 7.8 million tons by 2030, according to data from China Securities. This would require around 78 gigawatts of electrolyzers but as of early last year, only about 3 GW to 4 GW had been completed, leaving a huge gap.</p>
<div class="lb-trans"><p>根据中国证券的数据，中东和北非计划到 2030 年实现 780 万吨的绿色氢生产能力。这将需要大约 78 吉瓦的电解槽，但截至去年初，仅完成了约 3 吉瓦到 4 吉瓦，留下了巨大的缺口。</p>
</div><p>Energy security is another big factor behind the demand. The conflict in the Middle East has pushed up oil and gas prices, which in turn affects downstream products such as urea and fertilizers, Chen said. Liquid ammonia, which is a key raw material in the production of urea, is usually made from natural gas. But switching to hydrogen produced via electrolysis could reduce reliance on gas and create more opportunities for Chinese electrolyzer equipment exporters. Recently, there have been several inquiries from European clients.</p>
<div class="lb-trans"><p>能源安全是需求背后的另一个重要因素。陈悦表示，中东的冲突推高了油气价格，进而影响了尿素和肥料等下游产品。液氨是尿素生产的关键原料，通常由天然气制成。但转向通过电解产生的氢气可以减少对天然气的依赖，并为中国电解槽设备出口商创造更多机会。最近，欧洲客户有多次询问。</p>
</div><p>In January, China’s National Energy Administration said it plans to step up support for the hydrogen industry and cultivate future industries related to hydrogen energy during the 15th Five-Year Plan period, which runs until 2030. The goal is to bring the average end-user price of hydrogen down to below CNY25 (USD3.60) per kilogram by then.</p>
<div class="lb-trans"><p>今年 1 月，中国国家能源局表示，计划在第十五个五年计划期间加大对氢能产业的支持，并培育与氢能相关的未来产业，该计划将持续到 2030 年。目标是到那时将氢气的平均终端用户价格降低到每公斤 25 元人民币（3.60 美元）以下。</p>
</div><p>Editor: Kim Taylor</p>
<div class="lb-trans"><p>编辑：金·泰勒</p>
</div>

中国的氢能战略走向全球，增强了世界的能源安全