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Diaschy86

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- Diaschy86Diaschy86
  ·2025-02-24
  $Sea Ltd(SE)$
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- Diaschy86Diaschy86
  ·2024-01-24
  $Alzamend Neuro, Inc(ALZN)$
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- Diaschy86Diaschy86
  ·2022-03-13
  Te's
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- Diaschy86Diaschy86
  ·2022-01-01
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- Diaschy86Diaschy86
  ·2021-12-29
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  What hydrogen energy companies are there in Hong Kong stocks?
  随着绿电的占比越来越大，储能行业及氢能是明年重点关注的细分版块。
  What hydrogen energy companies are there in Hong Kong stocks?
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- Diaschy86Diaschy86
  ·2021-12-28
  666
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- Diaschy86Diaschy86
  ·2021-12-27
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  The next generation of EUV lithography is about to break out
  随着先进制程芯片上量（包括逻辑芯片和存储器），芯片制造端的高技术含量规模也在不断扩大，其中，最具代表性的就是EUV光刻机，市场对其需求在未来几年将大幅增加。 ASML预期今年EUV设备出货量有望达到5
  The next generation of EUV lithography is about to break out
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- Diaschy86Diaschy86
  ·2021-12-25
  666
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- Diaschy86Diaschy86
  ·2021-12-24
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- Diaschy86Diaschy86
  ·2021-12-23
  666
  205,000 U.S. initial jobless claims last week
  12月23日，美国上周首次申领失业救济人数为20.5万人，预估为20.5万人，前值为20.6万人。机构评美国上周初请失业金人数数据：美国上周初请失业金人数变动不大，暗示随着就业市场继续复苏，裁员人数
  205,000 U.S. initial jobless claims last week
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12:12","market":"hk","language":"zh","title":"What hydrogen energy companies are there in Hong Kong stocks?","url":"https://stock-news.laohu8.com/highlight/detail?id=2194634480","media":"格隆汇","summary":"随着绿电的占比越来越大，储能行业及氢能是明年重点关注的细分版块。","content":"<p>What is the outlook for 2022? Different articles will be published one after another in the near future, please pay attention. Under China's two-carbon environment, new energy will still be the mainstream in 2022, and each segment in this field has different stages of development. Hydrogen fuel cell vehicles will be used during the Winter Olympics to help the development of hydrogen energy, and hydrogen energy may reach a new stage next year. What hydrogen energy industry stocks should I pay attention to in Hong Kong stocks?</p><p><h3><b>Choose between new energy sources?</b></h3>Among many sectors, in a carbon-neutral environment, new energy is still the most promising core asset. In high-prosperity tracks such as new energy vehicles and photovoltaics, the prices of upstream raw materials for photovoltaics are gradually easing, and the downstream demand for photovoltaics will be further released. At present, wind and photovoltaic power stations with energy storage projects are already standard, and next year will open a new chapter in the energy storage segment industry.</p><p>Another promising thing is the hydrogen energy industry. Since the beginning of this year, the development of domestic hydrogen energy has been booming. At present, more than 20 provinces and more than 40 prefecture-level cities have released hydrogen energy plans. The planned industry scale exceeds one trillion yuan, and hydrogen energy and fuel subsidy support policies related to the cell industry have been introduced. Many central enterprises and listed companies are also competing to develop hydrogen energy.</p><p><img src=\"https://static.tigerbbs.com/b1524405382daa3e7f4bef15fc32ee51\" tg-width=\"504\" tg-height=\"366\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>At the beginning of this year, hydrogen energy was included in the national 14th Five-Year Plan and the outline of long-term goals for 2035, and a series of policies were accelerated. Recently, the five departments jointly issued the \"Notice on Starting the Demonstration Application of Fuel Cell Vehicles\". The urban agglomerations submitted by Beijing, Shanghai, and Guangdong Province became the first batch of demonstration cities. During the four-year demonstration period, each urban agglomeration can receive up to 1.7 billion yuan in central fiscal funds.</p><p><h3><b>Hydrogen energy enters practical stage</b></h3>In the upcoming 2022 Beijing Winter Olympics, hydrogen energy will continue to exert its strength. Many Chinese hydrogen energy brands will support green + technology for the Beijing Winter Olympics and will also lead the future human lifestyle. Large-scale use of hydrogen energy logistics vehicles and large transport vehicles. This proves that hydrogen energy has entered the first step in practice. As it is used more and more widely in various places and basic equipment begins to be improved, this industry is in the initial stages of explosion.</p><p><img src=\"https://static.tigerbbs.com/342a8fe2c4689fd7b8a3357519384270\" tg-width=\"896\" tg-height=\"599\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">During the Beijing Winter Olympics, 600 hydrogen fuel cell buses provided hydrogenation through 5 hydrogenation stations and served in the competition area. There will be 212 100% domestically produced hydrogen fuel cell buses. Taking advantage of the opportunity of the Winter Olympics, local hydrogen energy companies participating in serving the Winter Olympics have overcome many technical problems and also driven the development of domestic hydrogen energy-related technologies.</p><p>As an emerging industry, hydrogen energy also faces problems such as immature standard system, imperfect industrial chain and supporting facilities. The biggest problem with hydrogen fuel cells is not in the hydrogen production link, but in the storage, transportation and processing links. At present, the cost of hydrogen production can be controlled at about 10 yuan per kilogram, but the storage, transportation and hydrogenation links cost 30 yuan, so the cost in the middle part must be reduced.</p><p><h3><b>Breakdown of Hong Kong-stock hydrogen energy companies</b></h3>I have also written about the development of hydrogen energy several times this year, and I will count many concept Hong Kong stocks one by one. What other companies will develop hydrogen energy next year? What new forces have entered the game?</p><p>As of the end of 2020, the number of fuel cell vehicles in my country was 7,352. The construction progress of hydrogen refueling stations is gradually accelerating. By the end of 2020, 128 hydrogen refueling stations have been built. With the help of the Winter Olympics to promote the development of domestic hydrogen energy companies, and many cities have proposed hydrogen energy development plans for 2025, next year will be the year when hydrogen energy applications will be accelerated.</p><p><b>In terms of hydrogen production:</b></p><p><b>Sinopec</b></p><p><a href=\"https://laohu8.com/S/SNP\">Sinopec</a>Sinopec is one of the largest integrated energy and chemical companies in China. Sinopec has one base, two wings and three new industrial structures, helping to reach carbon peak and achieve carbon neutrality. The former annual hydrogen production capacity exceeded 3.9 million tons, accounting for about 11% of the national hydrogen production.</p><p><img src=\"https://static.tigerbbs.com/3090a2c3ce83255dbd688a9c03d107c6\" tg-width=\"1080\" tg-height=\"810\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"><b>Sinopec plans to deploy 1,000 hydrogen refueling stations</b></p><p>At the same time, Sinopec plans to deploy 1,000 hydrogenation stations or joint oil-hydrogen stations to help hydrogen energy become Sinopec's most competitive strategic emerging business. Comprehensively promote the construction of the entire hydrogen energy industry chain, and have made breakthroughs in many fields such as hydrogen refueling stations, hydrogen production technology, hydrogen fuel cells, and hydrogen storage materials.</p><p>On September 9, Sinopec fully launched hydrogen energy services for the Winter Olympics. In the two major competition areas of Chongli and Yanqing for the Beijing Winter Olympics, Beijing Qingyuan Street Hydrogen Refueling Station, Beijing Wangquanying Hydrogen Refueling Station, Beijing Yanhua Xinglong Oil and Hydrogen Joint Construction Station, Hebei Chongli Xiwanzi Hydrogen Refueling Station, a total of 4 hydrogen refueling stations serving the Winter Olympics were officially put into operation.</p><p><b>PetroChina</b></p><p>PetroChina, like Sinopec, is a major energy and chemical company in China. On October 20, PetroChina released the \"Winter Olympics Guarantee Plan\". According to the plan, PetroChina will provide three-dimensional guarantee for the Winter Olympics from five aspects: oil, gas, hydrogen, meals and accommodation.</p><p>In terms of hydrogen energy, PetroChina is expected to provide services for 816 hydrogen fuel cell vehicles, and is expected to supply 155 tons of hydrogen energy, with a cumulative mileage of 2.32 million kilometers available for these vehicles.</p><p><b>Xuyang</b></p><p>Risun uses coke oven gas to produce hydrogen. Last year, it made every effort to develop the hydrogen energy industry. As the first batch of enterprises selected into the \"Hebei Province Hydrogen Energy Industry Key Project List in 2020\", Risun Group has the ability to produce high-purity hydrogen with a purity of 99.999%. Join hands with the Dingzhou Municipal People's Government to build a hydrogen energy application demonstration city.</p><p>Risun's multiple hydrogen energy projects are under implementation. It plans to build an oil, gas and hydrogen trinity hydrogenation station in Dingzhou, which is expected to be completed in January 2022. It is planned to build 10 hydrogen refueling stations around Hohhot in the next five years. At the same time, we will actively explore the planning and construction of the hydrogen pipeline from Qingshuihe County to Beijing. After it is laid and put into use, it will serve as an important hydrogen supply guarantee pipeline for cities along the route such as Hohhot, Zhangjiakou, and Beijing.</p><p><b>Jinma Energy</b></p><p>Jinma Energy is mainly engaged in the production of coke and coking by-products such as benzene, coal tar and raw gas. The business has covered the production, transportation, storage and other links of high-purity hydrogen, with an annual production capacity of more than 300 million cubic meters (approximately 27,000 tons).</p><p>Earlier, a joint venture agreement was entered into with Shanghai Hydrogen Maple, and the parties have agreed to establish a joint venture company in Henan Province, China. Shanghai Hydrogen Maple participates in the construction and operation of 12 hydrogen refueling stations.</p><p><b>Xintian Green Energy</b></p><p>Xintian Green Energy's annual report last year disclosed that the company, together with Hebei University of Science and Technology and other units, jointly applied for a large-scale renewable energy coupled hydrogen production key technology and application demonstration project, that is, a project that converts wind power into hydrogen energy.</p><p>It uses wind power to produce hydrogen, and now has a 10MW water electrolysis hydrogen production system.</p><p><b>GCL New Energy</b></p><p>GCL New Energy officially released the hydrogen energy strategy of listed companies at the end of July. The strategy consists of two parts: blue hydrogen and green hydrogen. Among them, the first phase of blue hydrogen aims to build an annual production of 2.3 million tons of synthetic ammonia, gradually expand capacity to a production scale of 4 million tons per year, and can supply 700,000 tons of domestic blue hydrogen. The green hydrogen goal is to build 100 comprehensive energy stations by 2025, reaching an annual production capacity of 400,000 tons.</p><p>On December 19, GCL New Energy and GCL-Poly (03800. HK) jointly announced that they had signed a long-term natural gas procurement framework agreement, which indicates that GCL New Energy will obtain a stable gas source of 5 trillion cubic meters in the future. Provide a solid guarantee for the development of the company's hydrogen energy industry.</p><p><b>Hydrogen storage and transportation</b></p><p><b>CIMC Enric</b></p><p>CIMC Enric backed by<a href=\"https://laohu8.com/S/000039\">CIMC Group</a>, has its own industrial chain advantages. CIMC Enric has made great efforts in the hydrogen energy industry in recent years. In May last year, it signed a strategic cooperation with Norwegian listed company Hexagon to jointly expand China's hydrogen storage and transportation equipment market.</p><p><img src=\"https://static.tigerbbs.com/1d836102367d77a5f1c151524e1b8951\" tg-width=\"640\" tg-height=\"291\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>The strategic cooperation involves the production and storage and transportation solutions of Type III and Type IV hydrogen storage bottles, as well as the production of hydrogen supply systems. The company and Angang Energy Technology Co., Ltd. started a hydrogen co-production project from coke oven gas to liquefied natural gas (LNG), and entered the hydrogen production link, which has the characteristics of great resource potential and low cost.</p><p><b>Jingcheng Electromechanical</b></p><p>In March last year, 52 million yuan was raised to build a Type IV hydrogen storage bottle production line, and on May 17 this year, a Type IV bottle with completely independent intellectual property rights was launched. At present, Type IV bottles have not been mass-produced, while Type III fully wound bottles have been put into operation, and the overall technology is relatively mature.</p><p>The main business of Jingcheng Electromechanical is the gas storage and transportation equipment manufacturing industry, which does not involve the hydrogen energy battery industry, and the sales revenue of the company's hydrogen storage bottles and other related products accounts for a relatively small proportion compared with the company's other main products. Jingcheng Electromechanical has skyrocketed for a period of time, and it is currently in the midst of a correction, so be careful when intervening.</p><p><b>Fuel Cell Technical Field</b></p><p><b>Weichai Power</b></p><p><a href=\"https://laohu8.com/S/02338\">Weichai Power</a>Acquired a 20% stake in Ceres Power in the UK for 48 million pounds, and launched a comprehensive cooperation with it in the field of solid oxide fuel cells (SOFC technology). The first phase of cooperation will jointly develop fuel cells for use in the range-extending system of electric buses.</p><p><img src=\"https://static.tigerbbs.com/5ba243084bad547384425ed0e41745e1\" tg-width=\"810\" tg-height=\"540\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"><b>Several heavy trucks and buses use its hydrogen fuel cell system</b></p><p>Thanks to its advantages in the field of heavy trucks, the marketization of the hydrogen energy industry is earlier than that of industry companies. Weichai Power's hydrogen fuel cell and reactor-related products are mainly supported in<a href=\"https://laohu8.com/S/000957\">Zhongtong Bus</a>、<a href=\"https://laohu8.com/S/600213\">Yaxing Bus</a>(b)<a href=\"https://laohu8.com/S/600066\">Yutong Bus</a>、<a href=\"https://laohu8.com/S/000951\">Sinotruk</a>Waiting for customers. Among them, Shaanxi Heavy Duty Truck is a holding subsidiary of the company, and hydrogen gas vehicles are also one of its strategic businesses.</p><p><b>Yingheng Technology</b></p><p>Yingheng Technology has strong R&D capabilities and is also a pioneer in the development of hydrogen fuel cell vehicles. The company's solutions include fuel cell controls and high-speed air compressor controllers.</p><p>Yingheng has designed a high-speed air compressor controller that can achieve speed control above 100,000 rpm. This product is also accepted by China's largest hydrogen fuel cell vehicle manufacturer. The air compressor provides the oxygen required for the electrochemical reaction inside the fuel cell. It is one of the components of the collar, and its cost accounts for 1/4 of the fuel cell engine. According to the brokerage estimate, the unit price of this product is 10,000 yuan.</p><p>Recently, a subsidiary Shanghai Hydrogen Automotive Electronics Co., Ltd. was established. The new company originates from the Group's Fuel Cell Controller Division and will focus on the development and commercialization of hydrogen fuel cell core electronic control system.</p><p><b>Dongyue</b></p><p>Dongyue Hydrogen Energy has fully mastered the key intermediates, monomer production technology, resin raw material production technology, film formation process technology, equipment technology and quality control technology for fuel cell membrane production, and has obtained dozens of domestic and foreign patents. The first phase of its 1.5 million square meters fuel cell proton exchange membrane production line has been put into production.</p><p>Through cooperation with Mercedes-Benz, Ford, etc., Dongyue Hydrogen Energy has become one of the few companies in the world that provide mass-produced proton exchange membranes for fuel cell vehicles. Judging from the current domestic situation, the production and sales of its proton exchange membrane fuel cells are far ahead of other automotive hydrogen fuel cells.</p><p><b>Dongfang Electric</b></p><p><a href=\"https://laohu8.com/S/01072\">Dongfang Electric</a>Its subsidiary Dongfang Electric (Chengdu) Hydrogen Fuel Cell Technology Co., Ltd. completed capital increase and share expansion in 2020. Participating in the mixed reform of Dongfang Hydrogen Energy include Three Gorges Capital, Zhongtian Bishui, Dongfang Hydrogen Energy Fund, and Dongfang Hydrogen Energy Holding Platform. This move aims to effectively leverage the advantages of each company, integrate multiple resources, focus on solving \"stuck neck\" problems such as core components in the hydrogen energy and fuel cell industries, and realize the coordinated development, transformation and upgrading of the hydrogen energy industry chain and value chain.</p><p>Dongfang Hydrogen Energy is one of the few fuel cell companies in China that can support 100-unit hydrogen buses.</p><p><b>Shanghai Electric</b></p><p><a href=\"https://laohu8.com/S/02727\">Shanghai Electric</a>Power Station Group is the core industrial sector of Shanghai Electric, specializing in power generation equipment manufacturing, power station engineering construction and power station engineering services. Shanghai Electric has been researching proton exchange membrane fuel cell technology since 2016. After three years of independent research and development accumulation, it has successfully developed fuel cell engine systems, stacks and membrane electrode technologies and products.</p><p>In 2019, Shanghai Electric has successfully developed fuel cell engine systems, stacks and membrane electrode technologies and products with completely independent intellectual property rights. Based on this, Shanghai Electric has formed a relatively complete technical reserve and industrial competitiveness in the fuel cell system-stack-membrane electrode industry chain.</p><p><b>Hydrogen fuel cell vehicle</b></p><p>The application of hydrogen energy in the transportation field in my country follows the path of commercial vehicles developing first and passenger cars developing later. According to data from the National Testing and Management Platform for New Energy Vehicles, the number of fuel cell buses, trucks, and logistics vehicles in my country in 2020 will be 2,500, 4,070, and 780 respectively.</p><p>Among them, Zhongtong Bus, SAIC Maxus, Yutong Bus, Yaxing Bus, Foton Bus, Shanghai Sunlong and Foshan Feichi are the main companies that produce hydrogen energy vehicles.</p><p><b>GAC Group</b></p><p>Now<a href=\"https://laohu8.com/S/02238\">GAC Group</a>The pace is relatively fast. The company has released the GAC Aion LX Fuel Cell hydrogen fuel model, which was included in the recommended catalog of the Ministry of Industry and Information Technology this year. It has a top speed of 160KM/h, a cruising range of up to 650km, and hydrogen filling can be completed in 3-5 minutes. The experience of using traditional fuel vehicles is almost the same.</p><p><img src=\"https://static.tigerbbs.com/0651dd9d2fc444ca08e62c76981ecc29\" tg-width=\"640\" tg-height=\"406\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>This model was put into trial operation on the Guangzhou network car platform in October this year. The first batch of 10 vehicles will be put into operation, and 10,000 vehicles will be put into operation in four years.</p><p><b>Great Wall</b></p><p>Great Wall has released products such as a 95kW passenger car fuel cell system engine, a platform fuel cell stack that can be expanded to a maximum of 150kW, and a 70MPa high-pressure hydrogen storage bottle valve and pressure reducing valve. The 95kW passenger car fuel cell system engine has been successfully installed<a href=\"https://laohu8.com/S/601633\">Great Wall Motors</a>The first fuel cell SUV to be launched.</p><p><b>Qingling Motors</b></p><p>Qingling has made good progress in developing hydrogen fuel cell vehicles. On August 13, Qingling held a signing and delivery ceremony for the first batch of customers of hydrogen fuel cell vehicles in Chongqing.</p><p>Qingling Motors and Bosch of Germany established their first hydrogen fuel cell engine joint venture company outside Chongqing, focusing on the future development direction of automobiles and taking the lead in developing hydrogen fuel cell engines and hydrogen-powered trucks. In addition, the key components required for Qingling's hydrogen-powered vehicles have been produced locally, driving the localization of upstream and downstream industrial chains.</p><p><b>Sinotruk</b></p><p>With the downward cycle of the heavy-duty truck market likely to continue into next year, the management of Sinotruk believes that it can further strengthen its industry leadership position with the launch of new models, overseas expansion and cost saving measures. Coupled with the advanced deployment of infrastructure by the state, the recovery of the heavy-duty truck market is favorable.</p><p>Sinotruk has achieved a complete product layout in the field of new energy heavy trucks. Its products cover pure electric, hybrid, hydrogen fuel cell and other power forms, and the types involve trucks, dump trucks, tractors, special vehicles, mixer trucks and other product segments.</p><p><img src=\"https://static.tigerbbs.com/afd729eb7a31014654764fe5e0c3fb89\" tg-width=\"640\" tg-height=\"456\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">China National Heavy Duty Truck said that the company delivered a self-developed snow truck equipped with fuel cells for the Winter Olympics, and its power is currently the largest in China. The Yellow River heavy-duty tractor independently developed by China National Heavy Duty Truck is equipped with WEF160 hydrogen fuel cell. It is the first 162kw fuel cell heavy-duty truck in China and achieves environmental protection and zero emissions.<b>The fuel cell system of this Huanghe brand fuel cell tractor comes from Weichai Power.</b></p><p><h3><b>epilogue</b></h3>In 2021, Hong Kong stocks will enter a bear market. Hong Kong stocks have fallen for more than 10 months, with a decline of 27%. Entering 2022, the new energy field is still one of the cores of everyone's attention. With the development of green power this year, many power stocks have risen several times, becoming a safe haven in a falling market. With the increasing proportion of green electricity, the energy storage industry and hydrogen energy are the subdivisions to be focused on next year. In addition, taking advantage of the opportunity of the Winter Olympics, local hydrogen energy companies participating in serving the Winter Olympics will promote the development of hydrogen energy. Next year, hydrogen fuel cell buses, trucks, and logistics vehicles will gradually see results. More than 20 provinces and more than 40 prefecture-level cities have previously released hydrogen energy plans. The planned industry scale exceeds one trillion yuan, and many central enterprises and listed companies are also competing. The layout of hydrogen energy development is also worthy of everyone's attention.</p>","source":"gelonghui_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>What hydrogen energy companies are there in Hong Kong stocks?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhat hydrogen energy companies are there in Hong Kong stocks?\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">格隆汇</strong><span class=\"h-time small\">2021-12-29 12:12</span>\n</p>\n</h4>\n</header>\n<article>\n<p>What is the outlook for 2022? Different articles will be published one after another in the near future, please pay attention. Under China's two-carbon environment, new energy will still be the mainstream in 2022, and each segment in this field has different stages of development. Hydrogen fuel cell vehicles will be used during the Winter Olympics to help the development of hydrogen energy, and hydrogen energy may reach a new stage next year. What hydrogen energy industry stocks should I pay attention to in Hong Kong stocks?</p><p><h3><b>Choose between new energy sources?</b></h3>Among many sectors, in a carbon-neutral environment, new energy is still the most promising core asset. In high-prosperity tracks such as new energy vehicles and photovoltaics, the prices of upstream raw materials for photovoltaics are gradually easing, and the downstream demand for photovoltaics will be further released. At present, wind and photovoltaic power stations with energy storage projects are already standard, and next year will open a new chapter in the energy storage segment industry.</p><p>Another promising thing is the hydrogen energy industry. Since the beginning of this year, the development of domestic hydrogen energy has been booming. At present, more than 20 provinces and more than 40 prefecture-level cities have released hydrogen energy plans. The planned industry scale exceeds one trillion yuan, and hydrogen energy and fuel subsidy support policies related to the cell industry have been introduced. Many central enterprises and listed companies are also competing to develop hydrogen energy.</p><p><img src=\"https://static.tigerbbs.com/b1524405382daa3e7f4bef15fc32ee51\" tg-width=\"504\" tg-height=\"366\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>At the beginning of this year, hydrogen energy was included in the national 14th Five-Year Plan and the outline of long-term goals for 2035, and a series of policies were accelerated. Recently, the five departments jointly issued the \"Notice on Starting the Demonstration Application of Fuel Cell Vehicles\". The urban agglomerations submitted by Beijing, Shanghai, and Guangdong Province became the first batch of demonstration cities. During the four-year demonstration period, each urban agglomeration can receive up to 1.7 billion yuan in central fiscal funds.</p><p><h3><b>Hydrogen energy enters practical stage</b></h3>In the upcoming 2022 Beijing Winter Olympics, hydrogen energy will continue to exert its strength. Many Chinese hydrogen energy brands will support green + technology for the Beijing Winter Olympics and will also lead the future human lifestyle. Large-scale use of hydrogen energy logistics vehicles and large transport vehicles. This proves that hydrogen energy has entered the first step in practice. As it is used more and more widely in various places and basic equipment begins to be improved, this industry is in the initial stages of explosion.</p><p><img src=\"https://static.tigerbbs.com/342a8fe2c4689fd7b8a3357519384270\" tg-width=\"896\" tg-height=\"599\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">During the Beijing Winter Olympics, 600 hydrogen fuel cell buses provided hydrogenation through 5 hydrogenation stations and served in the competition area. There will be 212 100% domestically produced hydrogen fuel cell buses. Taking advantage of the opportunity of the Winter Olympics, local hydrogen energy companies participating in serving the Winter Olympics have overcome many technical problems and also driven the development of domestic hydrogen energy-related technologies.</p><p>As an emerging industry, hydrogen energy also faces problems such as immature standard system, imperfect industrial chain and supporting facilities. The biggest problem with hydrogen fuel cells is not in the hydrogen production link, but in the storage, transportation and processing links. At present, the cost of hydrogen production can be controlled at about 10 yuan per kilogram, but the storage, transportation and hydrogenation links cost 30 yuan, so the cost in the middle part must be reduced.</p><p><h3><b>Breakdown of Hong Kong-stock hydrogen energy companies</b></h3>I have also written about the development of hydrogen energy several times this year, and I will count many concept Hong Kong stocks one by one. What other companies will develop hydrogen energy next year? What new forces have entered the game?</p><p>As of the end of 2020, the number of fuel cell vehicles in my country was 7,352. The construction progress of hydrogen refueling stations is gradually accelerating. By the end of 2020, 128 hydrogen refueling stations have been built. With the help of the Winter Olympics to promote the development of domestic hydrogen energy companies, and many cities have proposed hydrogen energy development plans for 2025, next year will be the year when hydrogen energy applications will be accelerated.</p><p><b>In terms of hydrogen production:</b></p><p><b>Sinopec</b></p><p><a href=\"https://laohu8.com/S/SNP\">Sinopec</a>Sinopec is one of the largest integrated energy and chemical companies in China. Sinopec has one base, two wings and three new industrial structures, helping to reach carbon peak and achieve carbon neutrality. The former annual hydrogen production capacity exceeded 3.9 million tons, accounting for about 11% of the national hydrogen production.</p><p><img src=\"https://static.tigerbbs.com/3090a2c3ce83255dbd688a9c03d107c6\" tg-width=\"1080\" tg-height=\"810\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"><b>Sinopec plans to deploy 1,000 hydrogen refueling stations</b></p><p>At the same time, Sinopec plans to deploy 1,000 hydrogenation stations or joint oil-hydrogen stations to help hydrogen energy become Sinopec's most competitive strategic emerging business. Comprehensively promote the construction of the entire hydrogen energy industry chain, and have made breakthroughs in many fields such as hydrogen refueling stations, hydrogen production technology, hydrogen fuel cells, and hydrogen storage materials.</p><p>On September 9, Sinopec fully launched hydrogen energy services for the Winter Olympics. In the two major competition areas of Chongli and Yanqing for the Beijing Winter Olympics, Beijing Qingyuan Street Hydrogen Refueling Station, Beijing Wangquanying Hydrogen Refueling Station, Beijing Yanhua Xinglong Oil and Hydrogen Joint Construction Station, Hebei Chongli Xiwanzi Hydrogen Refueling Station, a total of 4 hydrogen refueling stations serving the Winter Olympics were officially put into operation.</p><p><b>PetroChina</b></p><p>PetroChina, like Sinopec, is a major energy and chemical company in China. On October 20, PetroChina released the \"Winter Olympics Guarantee Plan\". According to the plan, PetroChina will provide three-dimensional guarantee for the Winter Olympics from five aspects: oil, gas, hydrogen, meals and accommodation.</p><p>In terms of hydrogen energy, PetroChina is expected to provide services for 816 hydrogen fuel cell vehicles, and is expected to supply 155 tons of hydrogen energy, with a cumulative mileage of 2.32 million kilometers available for these vehicles.</p><p><b>Xuyang</b></p><p>Risun uses coke oven gas to produce hydrogen. Last year, it made every effort to develop the hydrogen energy industry. As the first batch of enterprises selected into the \"Hebei Province Hydrogen Energy Industry Key Project List in 2020\", Risun Group has the ability to produce high-purity hydrogen with a purity of 99.999%. Join hands with the Dingzhou Municipal People's Government to build a hydrogen energy application demonstration city.</p><p>Risun's multiple hydrogen energy projects are under implementation. It plans to build an oil, gas and hydrogen trinity hydrogenation station in Dingzhou, which is expected to be completed in January 2022. It is planned to build 10 hydrogen refueling stations around Hohhot in the next five years. At the same time, we will actively explore the planning and construction of the hydrogen pipeline from Qingshuihe County to Beijing. After it is laid and put into use, it will serve as an important hydrogen supply guarantee pipeline for cities along the route such as Hohhot, Zhangjiakou, and Beijing.</p><p><b>Jinma Energy</b></p><p>Jinma Energy is mainly engaged in the production of coke and coking by-products such as benzene, coal tar and raw gas. The business has covered the production, transportation, storage and other links of high-purity hydrogen, with an annual production capacity of more than 300 million cubic meters (approximately 27,000 tons).</p><p>Earlier, a joint venture agreement was entered into with Shanghai Hydrogen Maple, and the parties have agreed to establish a joint venture company in Henan Province, China. Shanghai Hydrogen Maple participates in the construction and operation of 12 hydrogen refueling stations.</p><p><b>Xintian Green Energy</b></p><p>Xintian Green Energy's annual report last year disclosed that the company, together with Hebei University of Science and Technology and other units, jointly applied for a large-scale renewable energy coupled hydrogen production key technology and application demonstration project, that is, a project that converts wind power into hydrogen energy.</p><p>It uses wind power to produce hydrogen, and now has a 10MW water electrolysis hydrogen production system.</p><p><b>GCL New Energy</b></p><p>GCL New Energy officially released the hydrogen energy strategy of listed companies at the end of July. The strategy consists of two parts: blue hydrogen and green hydrogen. Among them, the first phase of blue hydrogen aims to build an annual production of 2.3 million tons of synthetic ammonia, gradually expand capacity to a production scale of 4 million tons per year, and can supply 700,000 tons of domestic blue hydrogen. The green hydrogen goal is to build 100 comprehensive energy stations by 2025, reaching an annual production capacity of 400,000 tons.</p><p>On December 19, GCL New Energy and GCL-Poly (03800. HK) jointly announced that they had signed a long-term natural gas procurement framework agreement, which indicates that GCL New Energy will obtain a stable gas source of 5 trillion cubic meters in the future. Provide a solid guarantee for the development of the company's hydrogen energy industry.</p><p><b>Hydrogen storage and transportation</b></p><p><b>CIMC Enric</b></p><p>CIMC Enric backed by<a href=\"https://laohu8.com/S/000039\">CIMC Group</a>, has its own industrial chain advantages. CIMC Enric has made great efforts in the hydrogen energy industry in recent years. In May last year, it signed a strategic cooperation with Norwegian listed company Hexagon to jointly expand China's hydrogen storage and transportation equipment market.</p><p><img src=\"https://static.tigerbbs.com/1d836102367d77a5f1c151524e1b8951\" tg-width=\"640\" tg-height=\"291\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>The strategic cooperation involves the production and storage and transportation solutions of Type III and Type IV hydrogen storage bottles, as well as the production of hydrogen supply systems. The company and Angang Energy Technology Co., Ltd. started a hydrogen co-production project from coke oven gas to liquefied natural gas (LNG), and entered the hydrogen production link, which has the characteristics of great resource potential and low cost.</p><p><b>Jingcheng Electromechanical</b></p><p>In March last year, 52 million yuan was raised to build a Type IV hydrogen storage bottle production line, and on May 17 this year, a Type IV bottle with completely independent intellectual property rights was launched. At present, Type IV bottles have not been mass-produced, while Type III fully wound bottles have been put into operation, and the overall technology is relatively mature.</p><p>The main business of Jingcheng Electromechanical is the gas storage and transportation equipment manufacturing industry, which does not involve the hydrogen energy battery industry, and the sales revenue of the company's hydrogen storage bottles and other related products accounts for a relatively small proportion compared with the company's other main products. Jingcheng Electromechanical has skyrocketed for a period of time, and it is currently in the midst of a correction, so be careful when intervening.</p><p><b>Fuel Cell Technical Field</b></p><p><b>Weichai Power</b></p><p><a href=\"https://laohu8.com/S/02338\">Weichai Power</a>Acquired a 20% stake in Ceres Power in the UK for 48 million pounds, and launched a comprehensive cooperation with it in the field of solid oxide fuel cells (SOFC technology). The first phase of cooperation will jointly develop fuel cells for use in the range-extending system of electric buses.</p><p><img src=\"https://static.tigerbbs.com/5ba243084bad547384425ed0e41745e1\" tg-width=\"810\" tg-height=\"540\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"><b>Several heavy trucks and buses use its hydrogen fuel cell system</b></p><p>Thanks to its advantages in the field of heavy trucks, the marketization of the hydrogen energy industry is earlier than that of industry companies. Weichai Power's hydrogen fuel cell and reactor-related products are mainly supported in<a href=\"https://laohu8.com/S/000957\">Zhongtong Bus</a>、<a href=\"https://laohu8.com/S/600213\">Yaxing Bus</a>(b)<a href=\"https://laohu8.com/S/600066\">Yutong Bus</a>、<a href=\"https://laohu8.com/S/000951\">Sinotruk</a>Waiting for customers. Among them, Shaanxi Heavy Duty Truck is a holding subsidiary of the company, and hydrogen gas vehicles are also one of its strategic businesses.</p><p><b>Yingheng Technology</b></p><p>Yingheng Technology has strong R&D capabilities and is also a pioneer in the development of hydrogen fuel cell vehicles. The company's solutions include fuel cell controls and high-speed air compressor controllers.</p><p>Yingheng has designed a high-speed air compressor controller that can achieve speed control above 100,000 rpm. This product is also accepted by China's largest hydrogen fuel cell vehicle manufacturer. The air compressor provides the oxygen required for the electrochemical reaction inside the fuel cell. It is one of the components of the collar, and its cost accounts for 1/4 of the fuel cell engine. According to the brokerage estimate, the unit price of this product is 10,000 yuan.</p><p>Recently, a subsidiary Shanghai Hydrogen Automotive Electronics Co., Ltd. was established. The new company originates from the Group's Fuel Cell Controller Division and will focus on the development and commercialization of hydrogen fuel cell core electronic control system.</p><p><b>Dongyue</b></p><p>Dongyue Hydrogen Energy has fully mastered the key intermediates, monomer production technology, resin raw material production technology, film formation process technology, equipment technology and quality control technology for fuel cell membrane production, and has obtained dozens of domestic and foreign patents. The first phase of its 1.5 million square meters fuel cell proton exchange membrane production line has been put into production.</p><p>Through cooperation with Mercedes-Benz, Ford, etc., Dongyue Hydrogen Energy has become one of the few companies in the world that provide mass-produced proton exchange membranes for fuel cell vehicles. Judging from the current domestic situation, the production and sales of its proton exchange membrane fuel cells are far ahead of other automotive hydrogen fuel cells.</p><p><b>Dongfang Electric</b></p><p><a href=\"https://laohu8.com/S/01072\">Dongfang Electric</a>Its subsidiary Dongfang Electric (Chengdu) Hydrogen Fuel Cell Technology Co., Ltd. completed capital increase and share expansion in 2020. Participating in the mixed reform of Dongfang Hydrogen Energy include Three Gorges Capital, Zhongtian Bishui, Dongfang Hydrogen Energy Fund, and Dongfang Hydrogen Energy Holding Platform. This move aims to effectively leverage the advantages of each company, integrate multiple resources, focus on solving \"stuck neck\" problems such as core components in the hydrogen energy and fuel cell industries, and realize the coordinated development, transformation and upgrading of the hydrogen energy industry chain and value chain.</p><p>Dongfang Hydrogen Energy is one of the few fuel cell companies in China that can support 100-unit hydrogen buses.</p><p><b>Shanghai Electric</b></p><p><a href=\"https://laohu8.com/S/02727\">Shanghai Electric</a>Power Station Group is the core industrial sector of Shanghai Electric, specializing in power generation equipment manufacturing, power station engineering construction and power station engineering services. Shanghai Electric has been researching proton exchange membrane fuel cell technology since 2016. After three years of independent research and development accumulation, it has successfully developed fuel cell engine systems, stacks and membrane electrode technologies and products.</p><p>In 2019, Shanghai Electric has successfully developed fuel cell engine systems, stacks and membrane electrode technologies and products with completely independent intellectual property rights. Based on this, Shanghai Electric has formed a relatively complete technical reserve and industrial competitiveness in the fuel cell system-stack-membrane electrode industry chain.</p><p><b>Hydrogen fuel cell vehicle</b></p><p>The application of hydrogen energy in the transportation field in my country follows the path of commercial vehicles developing first and passenger cars developing later. According to data from the National Testing and Management Platform for New Energy Vehicles, the number of fuel cell buses, trucks, and logistics vehicles in my country in 2020 will be 2,500, 4,070, and 780 respectively.</p><p>Among them, Zhongtong Bus, SAIC Maxus, Yutong Bus, Yaxing Bus, Foton Bus, Shanghai Sunlong and Foshan Feichi are the main companies that produce hydrogen energy vehicles.</p><p><b>GAC Group</b></p><p>Now<a href=\"https://laohu8.com/S/02238\">GAC Group</a>The pace is relatively fast. The company has released the GAC Aion LX Fuel Cell hydrogen fuel model, which was included in the recommended catalog of the Ministry of Industry and Information Technology this year. It has a top speed of 160KM/h, a cruising range of up to 650km, and hydrogen filling can be completed in 3-5 minutes. The experience of using traditional fuel vehicles is almost the same.</p><p><img src=\"https://static.tigerbbs.com/0651dd9d2fc444ca08e62c76981ecc29\" tg-width=\"640\" tg-height=\"406\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>This model was put into trial operation on the Guangzhou network car platform in October this year. The first batch of 10 vehicles will be put into operation, and 10,000 vehicles will be put into operation in four years.</p><p><b>Great Wall</b></p><p>Great Wall has released products such as a 95kW passenger car fuel cell system engine, a platform fuel cell stack that can be expanded to a maximum of 150kW, and a 70MPa high-pressure hydrogen storage bottle valve and pressure reducing valve. The 95kW passenger car fuel cell system engine has been successfully installed<a href=\"https://laohu8.com/S/601633\">Great Wall Motors</a>The first fuel cell SUV to be launched.</p><p><b>Qingling Motors</b></p><p>Qingling has made good progress in developing hydrogen fuel cell vehicles. On August 13, Qingling held a signing and delivery ceremony for the first batch of customers of hydrogen fuel cell vehicles in Chongqing.</p><p>Qingling Motors and Bosch of Germany established their first hydrogen fuel cell engine joint venture company outside Chongqing, focusing on the future development direction of automobiles and taking the lead in developing hydrogen fuel cell engines and hydrogen-powered trucks. In addition, the key components required for Qingling's hydrogen-powered vehicles have been produced locally, driving the localization of upstream and downstream industrial chains.</p><p><b>Sinotruk</b></p><p>With the downward cycle of the heavy-duty truck market likely to continue into next year, the management of Sinotruk believes that it can further strengthen its industry leadership position with the launch of new models, overseas expansion and cost saving measures. Coupled with the advanced deployment of infrastructure by the state, the recovery of the heavy-duty truck market is favorable.</p><p>Sinotruk has achieved a complete product layout in the field of new energy heavy trucks. Its products cover pure electric, hybrid, hydrogen fuel cell and other power forms, and the types involve trucks, dump trucks, tractors, special vehicles, mixer trucks and other product segments.</p><p><img src=\"https://static.tigerbbs.com/afd729eb7a31014654764fe5e0c3fb89\" tg-width=\"640\" tg-height=\"456\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">China National Heavy Duty Truck said that the company delivered a self-developed snow truck equipped with fuel cells for the Winter Olympics, and its power is currently the largest in China. The Yellow River heavy-duty tractor independently developed by China National Heavy Duty Truck is equipped with WEF160 hydrogen fuel cell. It is the first 162kw fuel cell heavy-duty truck in China and achieves environmental protection and zero emissions.<b>The fuel cell system of this Huanghe brand fuel cell tractor comes from Weichai Power.</b></p><p><h3><b>epilogue</b></h3>In 2021, Hong Kong stocks will enter a bear market. Hong Kong stocks have fallen for more than 10 months, with a decline of 27%. Entering 2022, the new energy field is still one of the cores of everyone's attention. With the development of green power this year, many power stocks have risen several times, becoming a safe haven in a falling market. With the increasing proportion of green electricity, the energy storage industry and hydrogen energy are the subdivisions to be focused on next year. In addition, taking advantage of the opportunity of the Winter Olympics, local hydrogen energy companies participating in serving the Winter Olympics will promote the development of hydrogen energy. Next year, hydrogen fuel cell buses, trucks, and logistics vehicles will gradually see results. More than 20 provinces and more than 40 prefecture-level cities have previously released hydrogen energy plans. The planned industry scale exceeds one trillion yuan, and many central enterprises and listed companies are also competing. The layout of hydrogen energy development is also worthy of everyone's attention.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"http://www.gelonghui.com/p/503161\">格隆汇</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1d836102367d77a5f1c151524e1b8951","relate_stocks":{"03800":"协鑫科技","BK4144":"石油与天然气的储存和运输","LNG":"Cheniere Energy Inc","BK1594":"碳中和概念股","BK1554":"光伏太阳能股","BK1169":"半导体设备"},"source_url":"http://www.gelonghui.com/p/503161","is_english":false,"share_image_url":"https://static.laohu8.com/6b8fa6424aebe95f6781d04ef17a1852","article_id":"2194634480","content_text":"2022年有什么展望，最近会陆续推出不同文章请大家留意。中国两碳环境下，2022年新能源仍是主流，在这个领域各细分版块都有不同的发展阶段。冬奥期间使用氢燃料电池汽车，助力氢能发展，明年氢能或再上新阶段。港股中有什么氢能产业股可留意呢？\n新能源中选择？\n在众多版块中，在碳中和的环境下，新能源依然是最看好的核心资产。新能源汽车、光伏等高景气度赛道，光伏的上游原材料价格逐步缓解，光伏下游需求将进一步释放。现时，风光电发电站配储能项目已经是标配，明年打开储能细分行业的新篇章。\n另一个看好的是氢能行业，今年以来国内氢能发展热度高涨，目前已有20多个省份、40多个地级市发布氢能规划，规划产业规模超过万亿元，并出台氢能及燃料电池产业相关补贴扶持政策。众多央企和上市公司也竞相布局氢能发展。\n\n今年年初，氢能被纳入国家「十四五」规划和2035年远景目标纲要，一系列政策加速落地。近期，五部门联合发布《关于启动燃料电池汽车示范应用工作的通知》，北京市、上海市、广东省所报送的城市群成为首批示范城市，4年示范期内，每个城市群最高可获得17亿元中央财政资金奖补。\n氢能进入实用阶段\n即将到来的2022北京冬奥会，氢能将继续发力。众多中国的氢能品牌，将为北京冬奥助力绿色+科技，也将引领未来人类的生活方式。大规模使用氢能物流车及大型运输车试验。这证明了氢能进入实际应该中的第一步，随着各地使用越来越广，基本设备开始完善，这个行业正处于爆发的初阶段。\n北京冬奥会期间，有氫燃料电池客车600輛客車通过5座加氢站提供加氢，在赛区服务。其中将有212辆「100%国产」氢燃料电池客车。借着冬奥的机遇，参与服务冬奥的本土氢能企业，在技术上攻克了多项难题，也带动了国产氢能相关技术的发展。\n作为新兴产业，氢能还面临标准体系不成熟、产业链和配套设施不完善等问题。氢燃料电池最大的问题不在制氢环节，而在储、运、加环节。现时制氢成本可以控制在每公斤10元左右，但储、运和加氢环节要30元，必须把中间这部分成本降下来。\n细数港股氢能企业\n今年也写过数次氢能发展，多只概念港股逐只数给大家。明年还有那些企业在氢能布局氢能发展呢？有那些新势力入局？\n截止 2020年底，我国燃料电池汽车保有量7352辆。加氢站建设进度逐步加快，截止 2020 年底，加氢站建成 128 座。借助冬奥带动国产氢能企业发展，加上多个城市提出2025年氢能发展计划，明年是氢能应用提速的年份。\n制氢方面：\n中国石化\n中石化是中国最大的一体化能源化工公司之一，中石化「一基两翼三新」产业格局，助力碳达峰、碳中和。前氢气年产能力超390万吨，占全国氢气产量的11%左右。\n中石化规划布局1000座加氢站\n同时，中石化规划布局1000座加氢站或油氢合建站，助力氢能成为中国石化最具竞争力的战略新兴业务。全面推进氢能全产业链建设，已在加氢站、制氢技术、氢燃料电池、储氢材料等多个领域取得突破。\n9月9日，中国石化为冬奥氢能服务全面启动，在北京冬奥崇礼和延庆两大赛区，北京庆园街加氢站、北京王泉营加氢站、北京燕化兴隆油氢合建站、河北崇礼西湾子加氢站，共4座服务冬奥的加氢站正式投营。\n中国石油\n中国石油跟中石化一样，都是中国主要能源化工公司。10月20日，中国石油发布《冬奥保障计划》。按照计划，中国石油将从油、气、氢、餐、宿等五个方面为冬奥提供立体保障。\n在氢能方面，中国石油预计将为816辆氢燃料电池车提供服务，预计供应氢能155吨，可供这些车辆行驶里程累计达232万公里。\n旭阳\n旭阳以焦炉煤气制氢，去年全力发展氢能产业，旭阳集团作为入选第一批《河北省2020年氢能产业重点项目清单》的企业，具备了生产纯度99.999%高纯氢的能力，与定州市人民政府携手共建氢能应用示范城市。\n旭阳的多个氢能项目在正推行中，拟在定州建设一座油气氢三位一体加氢站，预计2022年1月建成。计划在未来5年内，在呼和浩特周边建设10座加氢站。同时还将积极探索清水河县到北京氢气管道规划建设，铺设投用后作为呼和浩特、张家口、北京等沿线城市一个重要的氢气供应保障管道。\n金马能源\n金马能源是主要从事于，生产焦炭及生产苯、煤焦油及荒煤气等焦化副产品。业务已覆盖高纯度氢气之生产、输送、储存等环节，年产能逾3亿立方米(约2.7万吨)。\n早前，与上海氢枫订立合资协议，订约方已同意于中国河南省成立一家合资公司。上海氢枫参与12所加氢站的建设与运营。\n新天绿能\n新天绿能去年年报披露，该公司联合河北科技大学等单位共同申报的「大规模可再生能源耦合制氢关键技术及应用示范」项目，即以风电转化为氢能的项目。\n以风电制氢，现正拥有10MW的电解水制氢系统。\n协鑫新能源\n协鑫新能源在7月底正式对外发布了上市公司氢能战略。该战略由蓝氢和绿氢两部分构成。其中，蓝氢首期目标是建成年産230万吨合成氨，逐步扩能至每年400万吨生産规模，可供应国内70万吨蓝氢。绿氢目标是计划到2025年建设100座综合能源站，达到40万吨年産能。\n12月19日，协鑫新能源与保利协鑫(03800.HK)联合发布公告称，签署天然气长期采购框架协议，这标志着协鑫新能源未来将获得5万亿立方米的稳定气源，为公司氢能产业发展提供坚实的保障。\n储运氢方面\n中集安瑞科\n中集安瑞科背靠中集集团，有着自身的产业链优势。中集安瑞科近年于氢能行业大力布局，去年5月与挪威上市公司Hexagon签署了战略合作，共同拓展中国氢气储运装备市场。\n\n战略合作涉及三型和四型储氢瓶的生产和储运解决方案，以及供氢系统的生产。公司与鞍钢能源科技公司启动焦炉气制液化天然气(LNG)联产氢气项目，进入制氢环节，具有资源潜力大、成本低等特点。\n京城机电\n去年3月募集5200万进行Ⅳ型储氢瓶生产线的建设，并于今年5月17日推出了完全自主知识产权的Ⅳ型瓶。目前Ⅳ型瓶还没有量产，Ⅲ型全缠绕型瓶已运营，技术整体相对成熟。\n京城机电主营业务为气体储运装备制造业，不涉及氢能源电池行业，且公司储氢瓶等相关产品的销售收入相比公司其他主营产品占比较小。京城机电暴涨一段，现时正在回调中，介入要小心。\n燃料电池技术领域\n潍柴动力\n潍柴动力以4,800万英镑收购英国锡里斯（Ceres Power）20%的股份，与其在固态氧化物燃料电池（SOFC技术）领域展开全面合作，首期合作将联合开发款燃料电池用于电动客车增程系统。\n多间重卡及公交车使用其氢燃料电池系统\n得益于自身在重卡领域的优势，在氢能产业的市场化相对行业企业较早。潍柴动力的氢燃料电池、反应堆相关产品主要配套于中通客车、亚星客车及宇通客车、中国重汽等客户。其中陕重汽为公司的控股子公司，是氢燃气整车也是其战略业务之一。\n英恒科技\n英恒科技具有强大的研发能力，也是氢燃料电池汽车开发的先行者。该公司的解决方案包括燃料电池控制和高速空气压缩机控制器。\n英恒设计了一种高速空压机控制器，该控制器可实现 100,000 rpm 以上的转速控制，该产品亦被中国最大的氢燃料电池汽车制造商所接受。空压机是为燃料电池内部进行的电化学反应提供所需的氧气，是关铤部件之一，成本占燃料电池发动机的1/4，据券商估计这产品单价1万元。\n近期还成立了子公司上海氢恒汽车电子有限公司。新公司源自集团燃料电池控制器事业部,将专注于氢燃料电池核心电控系统的开发以及商业化。\n东岳\n东岳氢能已完全掌握燃料电池膜生产用关键中间体、单体生产技术、树脂原料生产技术、成膜过程技术、装备技术以及质量控制技术，且已取得数十项国内外专利。其150万平方米燃料电池质子交换膜生产线一期已经投产。\n东岳氢能通过与奔驰、福特等合作，成为全球极少数为燃料电池汽车提供量产质子交换膜的企业之一。从目前国内情况看，其质子交换膜燃料电池的产销量遥遥领先于其他车用氢燃料电池。\n东方电气\n东方电气旗下子公司东方电气（成都）氢燃料电池科技有限公司在2020年完成增资扩股，参与东方氢能混改的有三峡资本、中天碧水、东方氢能基金、东方氢能持股平台。此举旨在有效发挥各家优势，整合多方资源，着力解决氢能及燃料电池产业环节核心零部件等“卡脖子”问题，实现氢能产业链、价值链协同发展和转型升级。\n东方氢能是国内少数能够配套100台级氢能客车的燃料电池企业之一。\n上海电气\n上海电气电站集团是上海电气核心产业板块，专业从事发电设备制造、电站工程建设和电站工程服务等。上海电气自2016年开始研究质子交换膜燃料电池技术，经过三年的自主研发积累，成功开发出燃料电池发动机系统、电堆及膜电极技术和产品。\n2019年，上海电气已成功开发出具有完全自主知识产权的燃料电池发动机系统、电堆及膜电极技术和产品。基于此，上海电气在燃料电池系统-电堆-膜电极产业链上，已形成较完整的技术储备和产业化竞争力。\n氢燃料电池汽车\n我国氢能源在交通领域的应用遵循商用车先发展，乘用车后发展的路径。根据新能源汽车国家检测与管理平台的数据显示，2020年我国燃料电池客车、货车、物流车保有量分别为 2500辆、4070辆、780辆。\n其中中通客车、上汽大通、宇通客车、亚星客车、福田客车、上海申龙以及佛山飞驰为主力生产氢能整车的企业。\n广汽集团\n现以广汽集团步伐比较快，公司已经发布了广汽埃安Aion LX Fuel Cell氢燃料车型，并于今年纳入工信部推荐目录，最高时速160KM/h，续航里程高达650km，且3-5分钟就可完成氢气加注工作，与传统的燃油车使用体验几乎无异。\n\n该款车型于今年十月在广州网约车平台试运行，首批投放为10辆，四年将会投放10000辆。\n长城\n长城发布了95kW乘用车燃料电池系统发动机、最大可拓展至150kW的平台化燃料电池堆及70MPa高压储氢瓶阀及减压阀等产品。95kW乘用车燃料电池系统发动机目前已成功搭载长城汽车即将推出的首款燃料电池SUV。\n庆铃汽车\n庆铃发展氢燃料电池车有良好进展，在8月13日，庆铃在重庆举行氢燃料电池车首批客户签约及交车仪式。\n庆铃汽车与德国博世在重庆成立其本土以外的首个氢燃料电池发动机合资公司，聚焦汽车未来发展方向，率先布局发展氢燃料电池发动机和氢动力卡车。此外，庆铃氢动力车辆所需关键零部件已经实现现地化生产，带动上下游产业链本土化。\n中国重汽\n重型卡车市场的下行周期可能持续到明年，中国重汽管理层相信在推出新型号、海外扩张及节省成本措施下，可进一步巩固其行业领导地位。加上国家提出超前布署基建，有利重卡市场复甦。\n中国重汽在新能源重卡领域已实现完善的产品布局，产品覆盖纯电、混合动力、氢燃料电池等动力形式，类型涉及载货车、自卸车、牵引车、专用车、搅拌车等多个产品细分领域。\n中国重汽称，公司为冬奥会交付了自主研发的搭载燃料电池的雪拉车，它的功率也是目前国内最大的。中国重汽自主研发的黄河重型牵引车，搭载WEF160氢燃料电池，是国内首台162kw燃料电池重卡，实现了环保零排放。这款黄河牌燃料电池牵引车的燃料电池系统来自潍柴动力。\n结语\n2021年港股进入熊市，港股下跌了10个多月，下跌幅度也达27%。进入2022年，新能源领域仍是大家关注的核心之一。今年的绿电发力，多只电力股上涨数倍，成为跌市中的避风港。随着绿电的占比越来越大，储能行业及氢能是明年重点关注的细分版块。另外，借着冬奥的机遇，参与服务冬奥的本土氢能企业，促进氢能发展。明年氢能燃料电池客车、货车、物流车上渐见成果，前已有20多个省份、40多个地级市发布氢能规划，规划产业规模超过万亿元，众多央企和上市公司也竞相布局氢能发展也值得大家留意。","news_type":1,"symbols_score_info":{"03800":0.9,"LNG":0.9}},"isVote":1,"tweetType":1,"viewCount":3295,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9009210455,"gmtCreate":1640685339136,"gmtModify":1676533534040,"author":{"id":"3582212677594923","authorId":"3582212677594923","name":"Diaschy86","avatar":"https://static.tigerbbs.com/023e36d76d8f4434c4ca55ea9d316933","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582212677594923","authorIdStr":"3582212677594923"},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9009210455","repostId":"1118962717","repostType":4,"isVote":1,"tweetType":1,"viewCount":2324,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9009156798,"gmtCreate":1640577998118,"gmtModify":1676533527098,"author":{"id":"3582212677594923","authorId":"3582212677594923","name":"Diaschy86","avatar":"https://static.tigerbbs.com/023e36d76d8f4434c4ca55ea9d316933","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582212677594923","authorIdStr":"3582212677594923"},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9009156798","repostId":"2194797491","repostType":4,"repost":{"id":"2194797491","kind":"highlight","pubTimestamp":1640576240,"share":"https://ttm.financial/m/news/2194797491?lang=en_US&edition=fundamental","pubTime":"2021-12-27 11:37","market":"hk","language":"zh","title":"The next generation of EUV lithography is about to break out","url":"https://stock-news.laohu8.com/highlight/detail?id=2194797491","media":"半导体行业观察","summary":"随着先进制程芯片上量（包括逻辑芯片和存储器），芯片制造端的高技术含量规模也在不断扩大，其中，最具代表性的就是EUV光刻机，市场对其需求在未来几年将大幅增加。\nASML预期今年EUV设备出货量有望达到5","content":"<p>With the quantity of advanced process chips (including logic chips and memories), the scale of high-tech content on the chip manufacturing side is also expanding. Among them, the most representative one is the EUV lithography, and the market demand for it will increase significantly in the next few years..</p><p>ASML expects EUV equipment shipments to reach 50 units this year, which is already a very impressive number. Even so, supply still exceeds demand. With the evolution of logic chips and DRAM manufacturing processes, the number of EUV exposure mask layers on a single wafer is rapidly increasing. Among them, the average number of EUV exposure layers on advanced logic process wafers has exceeded 10 layers in 2021 and will exceed 20 layers in 2023.</p><p>According to ASML estimates, a 7nm ~ 3nm process 12-inch wafer fab with a monthly production capacity of 45,000 pieces has a single wafer EUV mask layers ranging from 10 to 20 layers, and the number of EUV lithography installed reaches 9 to 18 units; The monthly production capacity reaches 100,000 DRAM factories, the number of EUV mask layers on a single wafer ranges from 1 to 6 layers, and the number of EUV lithography installed reaches 2 to 9 units. These will generate a large demand for EUV exposure equipment, and the demand for EUV lithography before 2025 will set new records year by year.</p><p><h3><b>The demand side continues to improve</b></h3>Currently, the chip manufacturers with the largest demand for EUV equipment include<a href=\"https://laohu8.com/S/INTC\">Intel</a>、<a href=\"https://laohu8.com/S/TSM\">TSMC</a>、<a href=\"https://laohu8.com/S/SMSN.UK\">Samsung</a>And SK Hynix, the demand for EUVs from these four giants will continue to increase in the next few years.</p><p><img src=\"https://static.tigerbbs.com/5b20aa1f230eded2222be5eae10df7ba\" tg-width=\"800\" tg-height=\"393\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>Obviously, TSMC, the leader in advanced process chips, has the largest demand for EUV lithography, which can be compared with Intel. By 2023, TSMC is expected to have a total of 133 EUV lithography units, while Intel has 20 units.</p><p>Currently, TSMC accounts for half of the industry's EUV equipment installation base and wafer production, and plans to expand production capacity through state-of-the-art 3nm and 2nm fabs.</p><p>In recent years, TSMC has been increasing the number of EUV equipment purchases. Since the second half of this year, its 5nm production capacity has been fully opened, including<a href=\"https://laohu8.com/S/AAPL\">Apple</a>A15 application processors and M1X/M2 computer processors, MediaTek and<a href=\"https://laohu8.com/S/QCOM\">Qualcomm</a>New 5G mobile phone chip,<a href=\"https://laohu8.com/S/AMD\">AMD</a>Zen 4 architecture computers and server processors will be introduced into mass production one after another. In order to maintain technological leadership, TSMC's 4nm optimized from 5nm will enter mass production next year, and the new 3nm will also be introduced into mass production in the second half of next year, which shows the demand for EUV.</p><p>Since 2018, ASML has increased production of EUV lithography, producing about 75 units, of which TSMC is said to have bought 60%.</p><p>For Samsung, its wafer foundry and advanced process DRAM both require EUV lithography, and the number is increasing year by year, second only to TSMC. According to statistics, Samsung currently has 25 EUV devices, which is about half that of TSMC.</p><p>In order to obtain more EUV equipment, in October 2020, Samsung leader and vice chairman Lee Jae-yong flew to the ASML headquarters to discuss the stable purchase of EUV equipment. It is said that about 20 units were ordered. The price of one is more than 20 billion won ($177 million).</p><p>According to Samsung's Vision 2030 announced in April 2019, the company plans to invest a total of 133 trillion won and hopes to become the world's top wafer foundry company. The company spends 10 trillion won a year to develop chip foundry technology and buy necessary equipment, especially EUV lithography, to catch up with TSMC.</p><p>Let's take a look at Intel again. In the past few years, the company believed that the EUV process was not mature enough. Now that the EUV lithography process has been mass-produced for several years, Intel has begun to follow up. Its newly launched Intel 4 process will be fully introduced into the EUV lithography. Subsequent Intel 3, Intel 20A processes will continue to introduce EUV.</p><p>After 2025, the company's manufacturing process is planned to Intel 18A, which will use second-generation RibbonFET transistors. The EUV lithography will also undergo a major upgrade. To this end, Intel stated that it will deploy the next generation of High-NA EUV, which is expected to be the first in the industry. High-NA EUV lithography. Currently, the company is working closely with ASML to ensure the success of this industry-breaking technology, surpassing the current generation of EUVs.</p><p>NA represents the numerical aperture, which will be increased to 0.5 in the future from the current highest value of 0.33. It is reported that ASML's NXE: 5000 series will achieve such performance. It was previously expected to be released in 2023, but now it has been postponed to 2025. The price of a single unit is expected to exceed $300 million.</p><p>The above is about the production of logic chips. In terms of memory, especially DRAM, Samsung and SK Hynix now use EUV devices in their DRAM production, and Micron said it plans to apply EUV to its DRAM production starting in 2024.</p><p><h3><b>Supply side follow-up</b></h3>As EUV lithography technology becomes more and more important, the advantages of ASML become more and more obvious. However, in addition to ASML, lithography suppliers also include Japanese manufacturers Nikon and<a href=\"https://laohu8.com/S/CAJ\">Canon</a>(Canon), these two companies can compete with ASML in deep ultraviolet (DUV, the wavelength of the light source is longer than EUV) lithography technology, but ASML, as the leader of the enterprise, also has a 62% market share in the field of DUV lithography.</p><p>At present, although only ASML can produce EUV lithography, because its technology is too complex, it also needs to cooperate with semiconductor equipment manufacturers and scientific research institutions in the industry to produce more advanced EUV equipment needed in the future.</p><p>For example, not long ago, Tokyo Electronics (TEL) announced the launch of its leading coater to the imec-ASML joint high NA EUV research laboratory, which will be integrated with ASML's next-generation high NA EUV lithography system NXE: 5000.</p><p>Compared with traditional EUV lithography, high NA EUV lithography is expected to provide more advanced pattern scaling solutions. The coater/developer introduced into the Joint High NA Laboratory will have advanced features compatible not only with widely used chemically amplified resists and underlayers, but also with spin-coated metal-containing resists. Spin-coated metal-containing resists have exhibited high resolution and high etch resistance, promising finer patterning. However, metal-containing resists also require precise pattern size control and metal contamination control on the back and bevel of the chip. To address these challenges, the coater/developer installed at the Joint High NA laboratory is equipped with cutting-edge process modules capable of handling metal-containing resists.</p><p>Combined with the new process module, a single unit of TEL Coater/Developer can process multiple materials online, including chemically amplified resists, metal-containing resists, and underlayers. This will enable flexible fab operations.</p><p>In the second half of this year, ASML launched the latest 0.33 numerical aperture EUV lithography NXE: 3600D. The hourly exposure output (throughput) is estimated to be increased to 160 pieces. In 2023, the NXE: 3800E will be launched to increase the hourly exposure output to 195 ~ 220 pieces.</p><p>As for the next generation EUV technology with a high numerical aperture of 0.55, it is expected to enter mass production after 2025, supporting 1.5 nm and 1nm logic processes, as well as the most advanced DRAM process.</p><p>During a conference call in the second quarter of this year, ASML CEO Peter Wennink said the company plans to produce about 40 EUV lithography units this year and will expand to 55 units in 2022 and increase production to 60 units in 2023.</p><p>To produce EUV equipment, ASML needs to source the lenses needed for the system from Germany's Zeiss AG, however, it has a limited number of lenses it can source per year, which leads to long lead times for the system. In this regard, Peter Wennink said that the company's EUV equipment lead time will also be shortened from the previous 18 to 24 months to 12 to 18 months.</p><p>Wennink said its three major DRAM customers all plan to use EUV for mass production. By 2021, the companies are expected to spend a total of € 1. 2 billion to purchase EUV systems. He added that EUV shipments to these companies will increase in the future.</p><p>ASML has begun production of its NXE 3600D new EUV device, which provides a 15% to 20% increase in productivity and a 30% increase in coverage compared to the previous 3400C.</p><p>In the second quarter of this year, ASML's sales were 4 billion euros and net profit was 1 billion euros, an increase of 20% and 38% respectively from the second quarter of 2020. The company's orders rose 75% compared to the previous quarter to EUR 8.3 billion, of which EUR 4.9 billion was for EUV equipment.</p><p>South Korea accounted for 39% of ASML's sales, followed by Taiwan, China with 35%. The company expects sales in 2021 to grow 35% compared to 2020.</p><p><h3><b>epilogue</b></h3>With the improvement of chip manufacturing technology, TSMC and Samsung have purchased a large amount of EUV lithography, and memory chip manufacturer SK Hynix has also begun to adopt EUV lithography, and will also significantly increase purchases in the next five years.<a href=\"https://laohu8.com/S/MU\">Micron Technology</a>It is also planned to start using EUV equipment in 2024.</p><p>The four major chip factories purchase EUV equipment in large quantities, which means that the proportion of applications of this type of lithography will increase significantly in the next few years and gradually occupy a dominant position. An ASML executive told an EUV lithography ecosystem conference that EUV devices are expected to account for more than 60% of the lithography operated by global fabs by 2025.</p>","source":"36kr_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The next generation of EUV lithography is about to break out</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe next generation of EUV lithography is about to break out\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">半导体行业观察</strong><span class=\"h-time small\">2021-12-27 11:37</span>\n</p>\n</h4>\n</header>\n<article>\n<p>With the quantity of advanced process chips (including logic chips and memories), the scale of high-tech content on the chip manufacturing side is also expanding. Among them, the most representative one is the EUV lithography, and the market demand for it will increase significantly in the next few years..</p><p>ASML expects EUV equipment shipments to reach 50 units this year, which is already a very impressive number. Even so, supply still exceeds demand. With the evolution of logic chips and DRAM manufacturing processes, the number of EUV exposure mask layers on a single wafer is rapidly increasing. Among them, the average number of EUV exposure layers on advanced logic process wafers has exceeded 10 layers in 2021 and will exceed 20 layers in 2023.</p><p>According to ASML estimates, a 7nm ~ 3nm process 12-inch wafer fab with a monthly production capacity of 45,000 pieces has a single wafer EUV mask layers ranging from 10 to 20 layers, and the number of EUV lithography installed reaches 9 to 18 units; The monthly production capacity reaches 100,000 DRAM factories, the number of EUV mask layers on a single wafer ranges from 1 to 6 layers, and the number of EUV lithography installed reaches 2 to 9 units. These will generate a large demand for EUV exposure equipment, and the demand for EUV lithography before 2025 will set new records year by year.</p><p><h3><b>The demand side continues to improve</b></h3>Currently, the chip manufacturers with the largest demand for EUV equipment include<a href=\"https://laohu8.com/S/INTC\">Intel</a>、<a href=\"https://laohu8.com/S/TSM\">TSMC</a>、<a href=\"https://laohu8.com/S/SMSN.UK\">Samsung</a>And SK Hynix, the demand for EUVs from these four giants will continue to increase in the next few years.</p><p><img src=\"https://static.tigerbbs.com/5b20aa1f230eded2222be5eae10df7ba\" tg-width=\"800\" tg-height=\"393\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>Obviously, TSMC, the leader in advanced process chips, has the largest demand for EUV lithography, which can be compared with Intel. By 2023, TSMC is expected to have a total of 133 EUV lithography units, while Intel has 20 units.</p><p>Currently, TSMC accounts for half of the industry's EUV equipment installation base and wafer production, and plans to expand production capacity through state-of-the-art 3nm and 2nm fabs.</p><p>In recent years, TSMC has been increasing the number of EUV equipment purchases. Since the second half of this year, its 5nm production capacity has been fully opened, including<a href=\"https://laohu8.com/S/AAPL\">Apple</a>A15 application processors and M1X/M2 computer processors, MediaTek and<a href=\"https://laohu8.com/S/QCOM\">Qualcomm</a>New 5G mobile phone chip,<a href=\"https://laohu8.com/S/AMD\">AMD</a>Zen 4 architecture computers and server processors will be introduced into mass production one after another. In order to maintain technological leadership, TSMC's 4nm optimized from 5nm will enter mass production next year, and the new 3nm will also be introduced into mass production in the second half of next year, which shows the demand for EUV.</p><p>Since 2018, ASML has increased production of EUV lithography, producing about 75 units, of which TSMC is said to have bought 60%.</p><p>For Samsung, its wafer foundry and advanced process DRAM both require EUV lithography, and the number is increasing year by year, second only to TSMC. According to statistics, Samsung currently has 25 EUV devices, which is about half that of TSMC.</p><p>In order to obtain more EUV equipment, in October 2020, Samsung leader and vice chairman Lee Jae-yong flew to the ASML headquarters to discuss the stable purchase of EUV equipment. It is said that about 20 units were ordered. The price of one is more than 20 billion won ($177 million).</p><p>According to Samsung's Vision 2030 announced in April 2019, the company plans to invest a total of 133 trillion won and hopes to become the world's top wafer foundry company. The company spends 10 trillion won a year to develop chip foundry technology and buy necessary equipment, especially EUV lithography, to catch up with TSMC.</p><p>Let's take a look at Intel again. In the past few years, the company believed that the EUV process was not mature enough. Now that the EUV lithography process has been mass-produced for several years, Intel has begun to follow up. Its newly launched Intel 4 process will be fully introduced into the EUV lithography. Subsequent Intel 3, Intel 20A processes will continue to introduce EUV.</p><p>After 2025, the company's manufacturing process is planned to Intel 18A, which will use second-generation RibbonFET transistors. The EUV lithography will also undergo a major upgrade. To this end, Intel stated that it will deploy the next generation of High-NA EUV, which is expected to be the first in the industry. High-NA EUV lithography. Currently, the company is working closely with ASML to ensure the success of this industry-breaking technology, surpassing the current generation of EUVs.</p><p>NA represents the numerical aperture, which will be increased to 0.5 in the future from the current highest value of 0.33. It is reported that ASML's NXE: 5000 series will achieve such performance. It was previously expected to be released in 2023, but now it has been postponed to 2025. The price of a single unit is expected to exceed $300 million.</p><p>The above is about the production of logic chips. In terms of memory, especially DRAM, Samsung and SK Hynix now use EUV devices in their DRAM production, and Micron said it plans to apply EUV to its DRAM production starting in 2024.</p><p><h3><b>Supply side follow-up</b></h3>As EUV lithography technology becomes more and more important, the advantages of ASML become more and more obvious. However, in addition to ASML, lithography suppliers also include Japanese manufacturers Nikon and<a href=\"https://laohu8.com/S/CAJ\">Canon</a>(Canon), these two companies can compete with ASML in deep ultraviolet (DUV, the wavelength of the light source is longer than EUV) lithography technology, but ASML, as the leader of the enterprise, also has a 62% market share in the field of DUV lithography.</p><p>At present, although only ASML can produce EUV lithography, because its technology is too complex, it also needs to cooperate with semiconductor equipment manufacturers and scientific research institutions in the industry to produce more advanced EUV equipment needed in the future.</p><p>For example, not long ago, Tokyo Electronics (TEL) announced the launch of its leading coater to the imec-ASML joint high NA EUV research laboratory, which will be integrated with ASML's next-generation high NA EUV lithography system NXE: 5000.</p><p>Compared with traditional EUV lithography, high NA EUV lithography is expected to provide more advanced pattern scaling solutions. The coater/developer introduced into the Joint High NA Laboratory will have advanced features compatible not only with widely used chemically amplified resists and underlayers, but also with spin-coated metal-containing resists. Spin-coated metal-containing resists have exhibited high resolution and high etch resistance, promising finer patterning. However, metal-containing resists also require precise pattern size control and metal contamination control on the back and bevel of the chip. To address these challenges, the coater/developer installed at the Joint High NA laboratory is equipped with cutting-edge process modules capable of handling metal-containing resists.</p><p>Combined with the new process module, a single unit of TEL Coater/Developer can process multiple materials online, including chemically amplified resists, metal-containing resists, and underlayers. This will enable flexible fab operations.</p><p>In the second half of this year, ASML launched the latest 0.33 numerical aperture EUV lithography NXE: 3600D. The hourly exposure output (throughput) is estimated to be increased to 160 pieces. In 2023, the NXE: 3800E will be launched to increase the hourly exposure output to 195 ~ 220 pieces.</p><p>As for the next generation EUV technology with a high numerical aperture of 0.55, it is expected to enter mass production after 2025, supporting 1.5 nm and 1nm logic processes, as well as the most advanced DRAM process.</p><p>During a conference call in the second quarter of this year, ASML CEO Peter Wennink said the company plans to produce about 40 EUV lithography units this year and will expand to 55 units in 2022 and increase production to 60 units in 2023.</p><p>To produce EUV equipment, ASML needs to source the lenses needed for the system from Germany's Zeiss AG, however, it has a limited number of lenses it can source per year, which leads to long lead times for the system. In this regard, Peter Wennink said that the company's EUV equipment lead time will also be shortened from the previous 18 to 24 months to 12 to 18 months.</p><p>Wennink said its three major DRAM customers all plan to use EUV for mass production. By 2021, the companies are expected to spend a total of € 1. 2 billion to purchase EUV systems. He added that EUV shipments to these companies will increase in the future.</p><p>ASML has begun production of its NXE 3600D new EUV device, which provides a 15% to 20% increase in productivity and a 30% increase in coverage compared to the previous 3400C.</p><p>In the second quarter of this year, ASML's sales were 4 billion euros and net profit was 1 billion euros, an increase of 20% and 38% respectively from the second quarter of 2020. The company's orders rose 75% compared to the previous quarter to EUR 8.3 billion, of which EUR 4.9 billion was for EUV equipment.</p><p>South Korea accounted for 39% of ASML's sales, followed by Taiwan, China with 35%. The company expects sales in 2021 to grow 35% compared to 2020.</p><p><h3><b>epilogue</b></h3>With the improvement of chip manufacturing technology, TSMC and Samsung have purchased a large amount of EUV lithography, and memory chip manufacturer SK Hynix has also begun to adopt EUV lithography, and will also significantly increase purchases in the next five years.<a href=\"https://laohu8.com/S/MU\">Micron Technology</a>It is also planned to start using EUV equipment in 2024.</p><p>The four major chip factories purchase EUV equipment in large quantities, which means that the proportion of applications of this type of lithography will increase significantly in the next few years and gradually occupy a dominant position. An ASML executive told an EUV lithography ecosystem conference that EUV devices are expected to account for more than 60% of the lithography operated by global fabs by 2025.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://36kr.com/p/1542175181891588\">半导体行业观察</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/38b14d4c1528b585f44d427c7a09d860","relate_stocks":{"BK4145":"电子制造服务","EWT":"台湾ETF-iShares MSCI","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","TEL":"泰科电子","BK4512":"苹果概念","TSM":"台积电","BK4527":"明星科技股","INTC":"英特尔","BK4526":"热门中概股","BK4534":"瑞士信贷持仓","BK4141":"半导体产品","BK4503":"景林资产持仓","BK4529":"IDC概念","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4505":"高瓴资本持仓","BK4535":"淡马锡持仓","BK4515":"5G概念","03145":"华夏亚洲高息股","BK4550":"红杉资本持仓","BK4548":"巴美列捷福持仓"},"source_url":"https://36kr.com/p/1542175181891588","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2194797491","content_text":"随着先进制程芯片上量（包括逻辑芯片和存储器），芯片制造端的高技术含量规模也在不断扩大，其中，最具代表性的就是EUV光刻机，市场对其需求在未来几年将大幅增加。\nASML预期今年EUV设备出货量有望达到50台，这已经是一个非常可观的数字了，即使如此，仍然供不应求。随着逻辑芯片及DRAM制程的演进，单片晶圆EUV曝光光罩层数正在快速提升，其中先进逻辑制程晶圆2021年EUV曝光层数平均已超过10层，2023年将超过20层。\n据ASML预估，月产能达4.5万片的7nm~3nm制程12吋晶圆厂，单片晶圆EUV光罩层数介于10～20层，EUV光刻机安装数量达9～18台；月产能达10万片DRAM厂，单片晶圆EUV光罩层数介于1～6层，EUV光刻机安装数量达2～9台。这些将大量催生对EUV曝光设备的需求量，2025年之前的EUV光刻机需求将逐年创下新纪录。\n需求侧不断提升\n目前，对EUV设备需求量最大的芯片厂商包括英特尔、台积电、三星和SK海力士，未来几年，这四巨头对EUV的需求将持续增加。\n\n显然，先进制程芯片龙头台积电对EUV光刻机的需求量最大，可以与英特尔做一下比较，到2023年，预计台积电共拥有133台EUV光刻机，而英特尔为20台。\n目前，台积电占行业EUV设备安装基础和晶圆产量的一半，并计划通过最先进的3nm和2nm晶圆厂扩大产能。\n近几年，台积电一直在提升EUV设备采购数量，今年下半年以来，其5nm产能全开，包括苹果A15应用处理器及M1X／M2电脑处理器、联发科及高通新款5G手机芯片、AMD的Zen 4架构电脑及服务器处理器等将陆续导入量产。为了维持技术领先，台积电由5nm优化后的4nm将在明年进入量产，全新3nm也将在明年下半年导入量产，EUV需求量可见一斑。\n自2018年以来，ASML增加了EUV光刻机的产量，生产了约75台，据说台积电购买了其中的60%。\n三星方面，其晶圆代工和先进制程DRAM都需要EUV光刻机，而且数量逐年递增，仅次于台积电。据统计，三星目前拥有25台EUV设备，数量约为台积电的一半。\n为了获得更多的EUV设备，2020年10月，三星领导人、副董事长李在镕飞到ASML总部，商讨稳定采购EUV设备，据说订购了大约20台。一台的价格超过200亿韩元（1.77 亿美元）。\n根据三星2019年4月宣布的 Vision 2030，该公司计划总投资133万亿韩元，希望成为全球顶级晶圆代工企业。该公司每年花费10万亿韩元来开发芯片代工技术并购买必要的设备，特别是EUV光刻机，以追赶手台积电。\n再来看一下英特尔，前些年，该公司认为EUV工艺不够成熟，现在EUV光刻工艺已经量产几年了，英特尔开始跟进，其新推出的Intel 4制程将全面导入EUV光刻机，之后的Intel 3、Intel 20A工艺会持续导入EUV。\n2025年之后，该公司的制程工艺规划到了Intel 18A，将使用第二代RibbonFET晶体管，EUV光刻机也会有一次重大升级，为此，英特尔表示将部署下一代High-NA EUV，有望率先获得业界第一台High-NA EUV光刻机。目前，该公司正与ASML密切合作，确保这一行业突破性技术取得成功，超越当前一代EUV。\nNA表示数值孔径，从目前的最高值为0.33，今后将提升到0.5，据悉，ASML的NXE：5000系列将实现这样的性能，之前预计是在2023年问世，现在推迟到了2025年，单台售价预计将超过3亿美元。\n以上谈的是逻辑芯片的生产，在存储器方面，特别是DRAM，三星和 SK 海力士现在都在其DRAM生产中使用EUV设备，美光则表示计划从2024年开始将EUV应用于其DRAM生产。\n供给侧跟进\n随着EUV光刻技术变得越来越重要，ASML的优势也越发明显。不过，光刻机供货商除ASML之外，还有日本厂商尼康（Nikon）和佳能（Canon），这两家在深紫外线（DUV，光源波长比EUV长）的光刻技术上能与ASML竞争，但ASML作为企业龙头，在DUV光刻领域，也拥有62％的市场份额。\n目前，虽然只有ASML一家能生产EUV光刻机，但由于其技术过于复杂，也需要与业内的半导体设备厂商和科研机构合作，才能生产出未来需要的更先进EUV设备。\n例如，不久前，东京电子（TEL）宣布，向imec-ASML联合高 NA EUV 研究实验室推出其领先的涂布机，该设备将与 ASML 的下一代高NA EUV光刻系统NXE:5000 集成。\n与传统的 EUV 光刻相比，高 NA EUV 光刻有望提供更先进的图案缩放解决方案。被引入联合高 NA 实验室的涂布机/显影剂将具有先进的功能，不仅与广泛使用的化学放大抗蚀剂和底层兼容，而且还与旋涂含金属抗蚀剂兼容。旋涂含金属抗蚀剂已表现出高分辨率和高抗蚀刻性，有望实现更精细的图案化。然而，含金属的抗蚀剂还需要精密的图案尺寸控制以及芯片背面和斜面的金属污染控制。为了应对这些挑战，安装在联合高 NA 实验室的涂布机/显影剂配备了能够处理含金属抗蚀剂的前沿工艺模块。\n结合新的工艺模块，TEL Coater/Developer 的单个单元可以在线处理多种材料，包括化学放大抗蚀剂、含金属抗蚀剂和底层。这将实现灵活的晶圆厂运营。\n今年下半年，ASML推出了最新0.33数值孔径EUV光刻机NXE：3600D，每小时曝光产量（throughput）预估可提升至160片，2023年再推出NXE：3800E可将每小时曝光产量提升到195～220片。\n至于0.55高数值孔径的下一代EUV技术预计2025年后进入量产，支援1.5nm及1nm逻辑制程，以及最先进的DRAM制程。\n在今年第二季度的电话会议上，ASML 首席执行官 Peter Wennink 表示，该公司计划今年生产约40台EUV光刻机，并将在2022 年扩大到55台，2023 年将产量增加到60台。\n要生产EUV设备，ASML需要从德国蔡司公司采购系统所需的镜头，然而，它每年可以采购的镜头数量有限，这导致系统的交货时间很长。对此，Peter Wennink表示，该公司的EUV设备交付周期也将从之前的18至24个月缩短至12至 18个月。\nWennink 表示，其三大 DRAM 客户都计划使用 EUV 进行量产。到 2021 年，这些公司预计将总共花费 12 亿欧元来购买 EUV 系统。他补充说，未来向这些公司的 EUV 出货量将增加。\nASML已经开始生产其NXE 3600D新型EUV设备，与之前的3400C相比，该系统的生产率提高了15%到20%，覆盖率提高了30%。\n今年第二季度，ASML的销售额为40亿欧元，净利润为10亿欧元，比2020年第二季度分别增长20%和38%。该公司的订单与上一季度相比增长了 75%，达到 83 亿欧元，其中 49 亿欧元用于EUV设备。\n韩国占ASML销售额的39%，其次是中国台湾的35%。该公司预计2021年的销售额将比 2020年增长35%。\n结语\n随着芯片制程工艺的提升，台积电和三星已采购大量EUV光刻机，存储芯片制造商SK海力士也已开始采用EUV光刻机，未来5年也将大幅增加采购量，美光科技也计划在2024年开始使用EUV设备。\n四大芯片厂大量采购EUV设备，意味这该类光刻机的应用比例在未来几年将大幅提升，并逐渐占据主导地位。ASML的一名高管在一次EUV光刻机生态系统会议上表示，预计到2025年，全球晶圆厂运行的光刻机中，EUV设备所占比例将超过60%。","news_type":1,"symbols_score_info":{"TWmain":0.9,"03145":0.9,"EWT":0.9,"TSM":0.9,"INTC":0.9,"TEL":0.9}},"isVote":1,"tweetType":1,"viewCount":2619,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9009999523,"gmtCreate":1640407528573,"gmtModify":1676533519994,"author":{"id":"3582212677594923","authorId":"3582212677594923","name":"Diaschy86","avatar":"https://static.tigerbbs.com/023e36d76d8f4434c4ca55ea9d316933","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582212677594923","authorIdStr":"3582212677594923"},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9009999523","repostId":"2194017966","repostType":4,"isVote":1,"tweetType":1,"viewCount":2782,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9009001981,"gmtCreate":1640336955872,"gmtModify":1676533517178,"author":{"id":"3582212677594923","authorId":"3582212677594923","name":"Diaschy86","avatar":"https://static.tigerbbs.com/023e36d76d8f4434c4ca55ea9d316933","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582212677594923","authorIdStr":"3582212677594923"},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9009001981","repostId":"1125940737","repostType":4,"isVote":1,"tweetType":1,"viewCount":2410,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9000467963,"gmtCreate":1640267694889,"gmtModify":1676533513312,"author":{"id":"3582212677594923","authorId":"3582212677594923","name":"Diaschy86","avatar":"https://static.tigerbbs.com/023e36d76d8f4434c4ca55ea9d316933","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582212677594923","authorIdStr":"3582212677594923"},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9000467963","repostId":"1193043649","repostType":4,"repost":{"id":"1193043649","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1640266303,"share":"https://ttm.financial/m/news/1193043649?lang=en_US&edition=fundamental","pubTime":"2021-12-23 21:31","market":"us","language":"zh","title":"205,000 U.S. initial jobless claims last week","url":"https://stock-news.laohu8.com/highlight/detail?id=1193043649","media":"老虎资讯综合","summary":"12月23日，美国上周首次申领失业救济人数为20.5万人，预估为20.5万人，前值为20.6万人。\n机构评美国上周初请失业金人数数据：美国上周初请失业金人数变动不大，暗示随着就业市场继续复苏，裁员人数","content":"<p>On December 23, the number of people applying for unemployment benefits for the first time in the United States last week was 205,000, compared with the estimate of 205,000, and the previous value of 206,000.</p><p>Agency comments on data on the number of initial jobless claims in the United States last week: The number of initial jobless claims in the United States changed little last week, suggesting that as the job market continues to recover, the number of layoffs is at a historically low level. The data was largely unchanged from the previous week. The report highlights low job losses in recent months as employers focus on attracting and retaining employees to keep pace with consumer demand. Claims for unemployment benefits are broadly in line with pre-pandemic levels, reflecting a tight U.S. labor market. Still, rising Covid cases pose a risk to hiring prospects as the Omicron strain spreads.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>205,000 U.S. initial jobless claims last week</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n205,000 U.S. initial jobless claims last week\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2021-12-23 21:31</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>On December 23, the number of people applying for unemployment benefits for the first time in the United States last week was 205,000, compared with the estimate of 205,000, and the previous value of 206,000.</p><p>Agency comments on data on the number of initial jobless claims in the United States last week: The number of initial jobless claims in the United States changed little last week, suggesting that as the job market continues to recover, the number of layoffs is at a historically low level. The data was largely unchanged from the previous week. The report highlights low job losses in recent months as employers focus on attracting and retaining employees to keep pace with consumer demand. Claims for unemployment benefits are broadly in line with pre-pandemic levels, reflecting a tight U.S. labor market. Still, rising Covid cases pose a risk to hiring prospects as the Omicron strain spreads.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5712911a97692958e444016d45d93118","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1193043649","content_text":"12月23日，美国上周首次申领失业救济人数为20.5万人，预估为20.5万人，前值为20.6万人。\n机构评美国上周初请失业金人数数据：美国上周初请失业金人数变动不大，暗示随着就业市场继续复苏，裁员人数处于历史低位。该数据与前一周基本持平。该报告凸显出近几个月失业人数较低，因雇主专注于吸引和留住员工，以跟上消费者需求的步伐。申请失业金人数与疫情前的水平大体一致，反映了美国劳动力市场的紧张。尽管如此，随着奥密克戎毒株的传播，新冠病例的增加对招聘前景构成了风险。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":2433,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"following","isTTM":true}