<p>（第一財經）4 月 16 日——中國氫能公司最近與海外客户達成多項協議，提供氫能解決方案和設備，擴大在東南亞、非洲、中東和中亞的業務，以支持全球減少碳排放和改善能源安全的努力。</p>
<p>根據雙方於 4 月 14 日簽署的協議，Hydrexia Holding 將向越南環境解決方案公司 KPT Chemical 提供基於鎂的固態氫儲存罐和氫加註站設備。氫氣將來自馬來西亞古晉的一座生產工廠，該工廠由 Hydrexia 與馬來西亞的 SEDC Energy 共同運營，並通過基於鎂的固態氫儲存技術跨境運輸。</p>
<p>Thiko Energy Group 與俄羅斯工業和貿易部合作，計劃建設中俄跨境氫氣走廊，該走廊將在連接兩國的運輸路線部署氫動力重型卡車，根據雙方於 4 月 12 日簽署的諒解備忘錄。</p>
<p>江蘇國富氫能設備於 4 月 6 日與其子公司 GF Hydrogen Africa Sarl 簽署了一項 620 萬美元的協議，向摩洛哥提供一套 20 兆瓦的氫氣生產系統。</p>
<p>而在 3 月份，江蘇雙良氫能科技向阿曼運送了 16 套鹼性水電解系統，用於 ACME 集團運營的國家綠色氨項目。</p>
<p>“從整個供應鏈來看，電解槽的出口預計今年將快速增長，特別是向中東和歐洲的出口，” 一位氫能設備製造商的代表陳悦表示。</p>
<p>“中東等地區的大規模綠色氫項目仍在推動需求。此外，與單台設備的成本相比，項目開發者更關注項目生命週期內的總運營成本，這正是中國製造商的優勢所在。”</p>
<p>根據中國證券的數據，中東和北非計劃到 2030 年實現 780 萬噸的綠色氫生產能力。這將需要大約 78 吉瓦的電解槽，但截至去年初，僅完成了約 3 吉瓦到 4 吉瓦，留下了巨大的缺口。</p>
<p>能源安全是需求背後的另一個重要因素。陳悦表示，中東的衝突推高了油氣價格，進而影響了尿素和肥料等下游產品。液氨是尿素生產的關鍵原料，通常由天然氣製成。但轉向通過電解產生的氫氣可以減少對天然氣的依賴，併為中國電解槽設備出口商創造更多機會。最近，歐洲客户有多次詢問。</p>
<p>今年 1 月，中國國家能源局表示，計劃在第十五個五年計劃期間加大對氫能產業的支持，並培育與氫能相關的未來產業，該計劃將持續到 2030 年。目標是到那時將氫氣的平均終端用户價格降低到每公斤 25 元人民幣（3.60 美元）以下。</p>
<p>編輯：金·泰勒</p>

HDRO

<p>中國氫能公司正在全球擴展，簽署協議為東南亞、非洲、中東和中亞提供氫能解決方案。最近的協議包括 Hydrexia 向越南提供氫氣儲存罐，Thiko Energy 與俄羅斯合作建立氫氣走廊，以及江蘇國富向摩洛哥供應氫氣生產系統。預計電解槽的需求將上升，特別是在中東和歐洲，這主要受到大規模綠色氫能項目和能源安全問題的推動。中國國家能源局計劃到 2030 年降低氫氣價格</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>（第一財經）4 月 16 日——中國氫能公司最近與海外客户達成多項協議，提供氫能解決方案和設備，擴大在東南亞、非洲、中東和中亞的業務，以支持全球減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>根據雙方於 4 月 14 日簽署的協議，Hydrexia Holding 將向越南環境解決方案公司 KPT Chemical 提供基於鎂的固態氫儲存罐和氫加註站設備。氫氣將來自馬來西亞古晉的一座生產工廠，該工廠由 Hydrexia 與馬來西亞的 SEDC Energy 共同運營，並通過基於鎂的固態氫儲存技術跨境運輸。</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 與俄羅斯工業和貿易部合作，計劃建設中俄跨境氫氣走廊，該走廊將在連接兩國的運輸路線部署氫動力重型卡車，根據雙方於 4 月 12 日簽署的諒解備忘錄。</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>江蘇國富氫能設備於 4 月 6 日與其子公司 GF Hydrogen Africa Sarl 簽署了一項 620 萬美元的協議，向摩洛哥提供一套 20 兆瓦的氫氣生產系統。</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，江蘇雙良氫能科技向阿曼運送了 16 套鹼性水電解系統，用於 ACME 集團運營的國家綠色氨項目。</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>“從整個供應鏈來看，電解槽的出口預計今年將快速增長，特別是向中東和歐洲的出口，” 一位氫能設備製造商的代表陳悦表示。</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>“中東等地區的大規模綠色氫項目仍在推動需求。此外，與單台設備的成本相比，項目開發者更關注項目生命週期內的總運營成本，這正是中國製造商的優勢所在。”</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>根據中國證券的數據，中東和北非計劃到 2030 年實現 780 萬噸的綠色氫生產能力。這將需要大約 78 吉瓦的電解槽，但截至去年初，僅完成了約 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>能源安全是需求背後的另一個重要因素。陳悦表示，中東的衝突推高了油氣價格，進而影響了尿素和肥料等下游產品。液氨是尿素生產的關鍵原料，通常由天然氣製成。但轉向通過電解產生的氫氣可以減少對天然氣的依賴，併為中國電解槽設備出口商創造更多機會。最近，歐洲客户有多次詢問。</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，中國國家能源局表示，計劃在第十五個五年計劃期間加大對氫能產業的支持，並培育與氫能相關的未來產業，該計劃將持續到 2030 年。目標是到那時將氫氣的平均終端用户價格降低到每公斤 25 元人民幣（3.60 美元）以下。</p>
</div><p>Editor: Kim Taylor</p>
<div class="lb-trans"><p>編輯：金·泰勒</p>
</div>

中國的氫能戰略走向全球，增強了世界的能源安全