能源产业链重点方向 · 中国市场洞察报告
本版按 v2.6 链接规范重新检索：搜索结果表与 S6/S7 仅保留文章级 URL；微信公众号未获得稳定 `mp.weixin.qq.com/s/...` 文章链接，未进入证据层。另有 2 条候选信息未计入报告分析，仅保留为背景或剔除记录。This version was rebuilt under the v2.6 link rules: only article-level URLs are retained in the Excel evidence layer and S6/S7. WeChat searches did not return stable mp.weixin.qq.com/s article URLs and therefore were not included as evidence. 2 candidate items were retained as background or exclusion records.
1. 绿氢制氢进入“订单放量 + 交付验证”阶段。Green hydrogen production is moving into an order-growth and delivery-validation phase.
5月公开信息里既有电解槽订单累计数据，也有阳光氢能150MW单项目和电解槽交付风险讨论。三类信息放在一起看，说明市场并不是单纯“有订单就是利好”，而是进入了更现实的交付阶段：客户需要证明设备能按期交付、性能一致、现场可验收，并能在波动电源和长期运行条件下保持稳定。对 HORIBA 来说，这会把需求从前期研发测试延伸到出厂检测、项目验收、现场调试和运维诊断。May evidence includes order statistics, Sungrow Hydrogen's 150 MW project and delivery-risk discussion. Together, they show that order wins alone are no longer enough; customers now need evidence of on-time delivery, performance consistency, acceptance readiness and stable operation under renewable-power fluctuation and long-duration conditions. For HORIBA, this extends opportunities from R&D testing to factory acceptance, project commissioning and O&M diagnostics.
2. 氢基燃料项目把制氢、CCUS 与过程分析串成一条销售线索。Hydrogen-derived fuels connect electrolysis, CCUS and process analytics into one sales thread.
绿色甲醇、绿氨和绿醇项目的复杂度高于单一制氢项目，因为它们同时涉及绿电制氢、CO2 或生物质来源、合成气组成、甲醇/氨产品质量、能耗优化和后续认证。也就是说，客户要解决的不只是“买电解槽”，而是整个过程链条的稳定运行和可证明性。HORIBA 可用制氢测试、过程拉曼、FTIR/QCL、CO2/合成气监测和水质分析组合进入这类化工与航运燃料客户。Green methanol, ammonia and alcohol projects are more complex than standalone hydrogen production because they combine renewable electrolysis, CO2 or biomass inputs, syngas composition, product quality, energy optimisation and certification. The customer problem is not only buying electrolyzers, but proving stable operation across the full process chain. HORIBA can approach these chemical and marine-fuel accounts with a combined electrolysis testing, process Raman, FTIR/QCL, CO2/syngas and water-quality story.
3. FCEV 机会继续向重卡和运营场景集中。FCEV opportunities continue to concentrate in heavy-duty and fleet-operation scenarios.
共氢与一汽解放的合作不是单车展示，而是面向批量运营的重卡场景。重卡客户关心的是可用率、氢耗、冷启动、维护周期、加氢效率和站端氢气品质，这些问题最终都会回到测试数据和运营数据。对 HORIBA 来说，机会不只在整车厂，还会延伸到燃料电池系统商、车队运营方、加氢站和检测机构。The Gongqing-FAW Jiefang cooperation is not a one-off vehicle showcase; it points to fleet operation. Heavy-truck customers care about uptime, hydrogen consumption, cold start, maintenance intervals, refuelling efficiency and station-side hydrogen quality. These concerns eventually depend on testing and operational data, extending HORIBA's opportunity from OEMs to fuel-cell system suppliers, fleet operators, hydrogen stations and testing institutes.
4. H2ICE 同时受到法规和船舶新应用拉动。H2ICE is being pulled by both regulation and new marine applications.
国六修改单把氢内燃机纳入排放监管语境，上海内河船舶案例则把 H2ICE 放进储氢、脱氢、供氢和船舶动力系统的实际应用链条。前者会推动认证前排放测试，后者会推动过程供氢与发动机排放联动验证。两者共同说明，H2ICE 的测试需求不会停留在发动机本体，而会扩展到未燃氢、NOx/N2O/NH3、台架安全、过程气体和数据追溯。The China VI amendment brings H2ICE into the emissions-regulation context, while the Shanghai inland-vessel case places H2ICE inside a practical chain of storage, dehydrogenation, hydrogen supply and marine propulsion. The former drives pre-certification emissions testing, and the latter drives linked validation of process hydrogen supply and engine emissions. Together they show that H2ICE testing extends beyond the engine itself to unburned H2, NOx/N2O/NH3, bench safety, process gas and data traceability.
5. SOEC/SOFC 是本期最明确的高温测试客户/应用信号。SOEC/SOFC is the clearest high-temperature testing customer and application signal this month.
Sunfire/BASF 与 Elcogen 不应被写成 HORIBA 的竞争对手；它们更适合作为 SOEC/SOFC 高温测试、堆验证和工艺放大的潜在客户/上游生态信号。其共同含义是：高温电化学正在从单电池研究走向堆级、系统级和工业条件下的长期验证。对 HORIBA 来说，结论不是竞品压力，而是应围绕 Evaluator HT/SOC、烧结还原测试、热箱、气体配比、热循环和寿命评价建立客户开发话术。Sunfire/BASF and Elcogen should not be framed as HORIBA competitors. They are better treated as potential customers or upstream ecosystem signals for SOEC/SOFC high-temperature testing, stack validation and process scale-up. The shared implication is that high-temperature electrochemistry is moving from single-cell research toward stack, system and industrial-condition validation. For HORIBA, the conclusion is not competitor pressure, but customer-development messaging around Evaluator HT/SOC, sintering/reduction testing, hotboxes, gas mixing, thermal cycling and lifetime evaluation.
P0 · 电解槽订单后的测试、验收与长期运行验证Testing, acceptance and long-duration validation after electrolyzer orders
重点跟踪阳光氢能、隆基、上海电气等订单客户的交付验收、项目调试、出厂检测和第三方验证需求。Track delivery acceptance, project commissioning, factory testing and third-party validation needs among major electrolyzer OEMs.
P0 · H2ICE 排放法规与未燃氢测量H2ICE emissions regulation and unburned hydrogen measurement
围绕发动机厂、船舶动力系统集成商和检测机构，组合 HyEVO、MEXA/FTX 与 QL/XL-NX。Combine HyEVO, MEXA/FTX and QL/XL-NX for engine makers, marine powertrain integrators and testing institutes.
P1 · 绿色甲醇/绿氨中的过程分析Process analytics in green methanol and green ammonia
用“制氢测试 + 过程气体 + CO2/合成气 + 产品认证”的组合方式跟进氢基燃料项目。Approach PtX projects with a combined electrolysis testing, process gas, CO2/syngas and certification story.
P1 · SOEC/SOFC 高温长周期验证High-temperature long-duration validation for SOEC/SOFC
针对工业条件下衰减、热循环、燃料灵活性和双模切换，强化 Evaluator HT/SOC 和烧结还原测试站。Strengthen the Evaluator HT/SOC and Sintering & Reduction Station story around degradation, cycling, fuel flexibility and dual-mode switching.
订单热可能掩盖交付质量和验收数据缺口。Order heat may mask delivery-quality and acceptance-data gaps.
订单增长说明客户愿意投入，但订单本身不能证明设备已经具备稳定交付和长期运行能力。电解槽从签约到投产之间，还要经历出厂测试、系统联调、现场验收、运维爬坡和质保期验证；任何一个环节缺少一致性、耐久性或现场数据，都可能把问题推迟到客户现场暴露，形成售后成本和项目口碑风险。因此，这条风险的核心不是“订单不好”，而是提醒销售和产品团队把测试、验收和数据追溯作为价值点提前放进客户沟通。Order growth shows investment willingness, but orders alone do not prove stable delivery or long-term operation. Between contract signing and commissioning, electrolyzers still go through factory testing, system integration, site acceptance, O&M ramp-up and warranty-period validation. If consistency, durability or field data is weak at any stage, issues may surface at the customer site and become service-cost and reputation risks. The point is not that orders are negative, but that testing, acceptance and traceable data should be positioned earlier in customer conversations.
绿氢项目仍需区分真实设备节点与概念性规划。Green hydrogen projects still need separation between real equipment milestones and conceptual planning.
氢基燃料项目热度较高，但应优先跟踪 EPC、设备包、投产验收和认证节点，避免把前期招商当成设备机会。PtX momentum is strong, but EPC packages, equipment packages, commissioning and certification should be prioritised over early-stage promotion.
SOEC/SOFC 高温验证需求正在前移到堆级与工业化场景。SOEC/SOFC high-temperature validation demand is moving toward stack-level and industrial scenarios.
Sunfire/BASF 和 Elcogen 的当月动态说明，高温电化学客户正在从单电池研发走向堆级测试、工艺放大和工业条件验证。对销售和产品团队而言，重点不是把这些企业视作竞品，而是识别其背后的测试需求变化：热箱、气体配比、热循环、寿命衰减、烧结还原和系统级安全联锁会更早进入客户讨论。The May activity from Sunfire/BASF and Elcogen shows that high-temperature electrochemistry customers are moving from single-cell research toward stack testing, process scale-up and industrial-condition validation. For sales and product teams, the key is not to treat these companies as competitors, but to recognise the shift in testing demand: hotboxes, gas mixing, thermal cycling, degradation, sintering/reduction and system-level safety interlocks may enter customer discussions earlier.
氢/氨燃机仍缺少当月产品级竞品新闻，需保持审慎表述。Hydrogen/ammonia turbines lack clear May product-level competitor news and require cautious wording.
NEDO 信息更多是项目背景和商用目标，不能写成当月竞品新品发布；但仍提示多组分排放分析和 CEMS 需求值得持续跟踪。The NEDO item is more project background than a May product launch, but it still supports continued monitoring of multi-gas emissions and CEMS needs.
1. 建立“绿电直连 + 电解槽订单 + 氢基燃料项目”三层联动监测。Build a three-layer linked watch: green-power direct supply, electrolyzer orders and hydrogen-derived fuel projects.
每月同步跟踪绿电政策与园区直连项目、电解槽订单/交付节点，以及绿色甲醇、绿氨、绿醇等氢基燃料项目，把政策触发、设备采购和下游应用放在同一张机会图中判断。Track green-power policies and park-level direct-supply projects, electrolyzer order/delivery milestones, and hydrogen-derived fuel projects such as green methanol, ammonia and alcohols together, so policy triggers, equipment procurement and downstream applications can be assessed in one opportunity map.
2. 对 H2ICE 按车辆、船舶、发电机组和检测机构分组。Segment H2ICE by vehicles, vessels, generator sets and testing institutes.
不同应用对未燃氢、NOx/N2O/NH3、台架安全和过程供氢监测的侧重点不同。Each use case has different priorities across unburned H2, NOx/N2O/NH3, bench safety and hydrogen-supply monitoring.
3. 把绿色甲醇/绿氨纳入过程分析销售漏斗。Bring green methanol and ammonia into the process analytics funnel.
这类项目往往同时出现 CO2、合成气、甲醇/氨、氢气品质和水质管理节点。These projects often combine CO2, syngas, methanol/ammonia, hydrogen quality and water management nodes.
4. SOEC/SOFC 建议补充国内客户和高校/研究院专项清单。Add a dedicated SOEC/SOFC watchlist for domestic companies, universities and institutes.
国内公开信息分散，需要从标准、科研项目、产业园和设备商网站交叉发现。Domestic SOEC/SOFC signals are fragmented and require cross-checking standards, research programmes, industrial parks and supplier websites.
S5 仅跟踪竞争对手或可形成竞争压力的技术/设备供应商，不纳入客户推广、政策、项目业主或潜在客户信息。Sunfire、BASF、Elcogen、Bloom Energy、Ceres Power 授权伙伴在本报告中按 SOEC/SOFC 客户/上游生态处理，不列入竞争对手。S5 tracks competitors or technology/equipment suppliers that create competitive pressure only. It excludes customer deployments, policies, project owners and potential customer signals. Sunfire, BASF, Elcogen, Bloom Energy and Ceres Power partners are treated as SOEC/SOFC customer or upstream ecosystem signals in this report, not as competitors.
| 竞争方向 / Competitive Direction | 重点竞争对手 / Key Competitors | 本月监测结果 / Monthly Monitoring Result | HORIBA 启示 / Implications for HORIBA |
|---|---|---|---|
| 燃料电池/电解槽测试台Fuel cell / electrolyzer test stations | AVL、Greenlight、Scribner、科威尔 Kewell、拜特测控 Bitode/NBT、先导氢导 Lead Hydrogen | 本月未监测到动态。未发现 2026年5月可验证的新品、重大客户案例或公开中标信息。No monitored activity this month. No verifiable May 2026 product launch, major customer case or public tender/win was identified. | 保持渠道监测即可，不强行写竞品压力；销售话术仍可围绕 HORIBA FuelCon 的安全、自动化、高功率扩展和工程经验准备。Keep monitoring without forcing a competitor-risk narrative. FuelCon messaging can still stress safety, automation, high-power scalability and engineering experience. |
| 氢气/过程气体分析仪Hydrogen / process gas analyzers | Servomex、ABB、横河 Yokogawa、Thermo Fisher、四方光电 Cubic | 本月未监测到动态。未发现氢气品质、过程气体或 CEMS 相关明确新品、重大客户案例或公开中标信息。No monitored activity this month. No May product-level launch, major customer case or public tender/win was identified for hydrogen quality, process gas or CEMS competitors. | 该方向继续跟踪国际品牌与本土气体分析厂商在氢气品质、过程气体、CEMS 和氨逃逸场景的产品更新，但本期不强行展开竞品动态。Continue monitoring international and domestic gas-analysis suppliers in hydrogen quality, process gas, CEMS and ammonia-slip scenarios, without forcing a May competitor narrative. |
| SOEC / SOFC 测试相关竞争对手SOEC / SOFC testing-related competitors | Greenlight、Scribner、AVL、部分本土高温电化学测试台供应商 | 本月未监测到明确竞品动态。Sunfire/BASF、Elcogen 是潜在客户/上游生态信号，不作为竞品动态计入。No clear competitor activity monitored this month. Sunfire/BASF and Elcogen are treated as potential customer/upstream ecosystem signals, not competitor dynamics. | SOEC/SOFC 机会应放在客户开发和应用验证，而不是竞品压力叙述。建议继续跟踪真正测试台厂商的新品、参数和中标信息。SOEC/SOFC should be framed as customer development and application validation, not competitor pressure. Continue monitoring real test-station suppliers for launches, specifications and tender wins. |
| 氢/氨燃气轮机与燃烧排放Hydrogen/ammonia gas turbines and combustion emissions | 西门子能源 Siemens Energy、CAI、SICK | 未监测到明确当月产品级竞品动态。本期燃机相关公开信息更多来自 HORIBA 用户或应用生态背景，不作为竞品动态计入；保留西门子能源、CAI、SICK 作为该方向持续监测对象。No clear May product-level competitor update monitored. Most turbine-related public information this month relates to HORIBA users or application-ecosystem context, not competitor dynamics; Siemens Energy, CAI and SICK remain tracked competitors in this direction. | 继续关注西门子能源、CAI、SICK 在氢/氨燃烧、燃机排放与成套监测方案中的公开动态；GE Vernova、IHI、三菱重工、川崎重工等在本报告中按 HORIBA 用户/应用生态处理。Continue monitoring Siemens Energy, CAI and SICK public activity around hydrogen/ammonia combustion, turbine emissions and integrated monitoring. GE Vernova, IHI, Mitsubishi Power and Kawasaki are treated as HORIBA users or application-ecosystem players in this report. |
01. 国家发改委、国家能源局发布多用户绿电直连政策解读NDRC and NEA interpret the multi-user green-power direct supply policy
制氢：绿氢 / 绿电直连利好推荐 5/5国家发展改革委 / 国家能源局原文链接 / Original Source
摘要：多用户绿电直连从单用户模式扩展到园区和多主体场景，明确项目投资、运行、交易、结算与绿电溯源要求。Summary: The policy expands green-power direct supply from single-user arrangements to park-level and multi-user scenarios, with rules on investment, operation, trading, settlement and green-power traceability.
02. 2026年1-4月全国氢能电解槽订单量累计385.93MWChina electrolyzer orders reached 385.93 MW in Jan-Apr 2026
制氢：绿氢 / 电解槽订单利好推荐 4/5国际氢能网 / 氢能汇原文链接 / Original Source
摘要：公开统计显示，2026年1-4月全国氢能电解槽订单量累计385.93MW，碱性路线仍占主要份额。Summary: Public statistics indicate 385.93 MW of electrolyzer orders in China from January to April 2026, with alkaline systems still representing the main share.
03. 阳光氢能独揽电投绿能梨树150MW电解槽订单Sungrow Hydrogen won the full 150 MW Lishu electrolyzer order
制氢：绿氢 / 大型碱性电解槽利好推荐 5/5国际氢能网 / 阳光氢能科技原文链接 / Original Source
摘要：阳光氢能中标梨树风光制绿氢生物质耦合绿色甲醇项目全部碱性制氢设备，总规模约150MW。Summary: Sungrow Hydrogen won all alkaline hydrogen-production equipment for the Lishu wind-solar green hydrogen and biomass-coupled methanol project, with a scale of around 150 MW.
04. 电解槽交付热与“爆单预警”Electrolyzer delivery heat raises a warning on order fulfilment pressure
制氢：绿氢 / 交付风险利空推荐 3/5世纪新能源网原文链接 / Original Source
摘要：文章梳理多家企业电解槽交付与订单热度，并提示交付热不等于行业质量和盈利同步改善。Summary: The article reviews several electrolyzer deliveries and order momentum while warning that delivery heat does not automatically mean improved quality or profitability.
05. 绿色甲醇项目密集推进，绿氢+CO2/生物质耦合路径受关注Green methanol projects accelerate with green hydrogen plus CO2/biomass pathways
用氢/储氢：绿氢 / 绿色甲醇利好推荐 4/5新浪财经 / 亚化咨询资料整理原文链接 / Original Source
摘要：报道梳理多个绿色甲醇项目，显示绿氢、CO2、生物质和合成燃料路径持续推进。Summary: The article reviews multiple green methanol projects, showing continued movement in green hydrogen, CO2, biomass and synthetic-fuel pathways.
06. 中国能建绿色氢氨醇整体解决方案研究取得重大进展Energy China reports progress in integrated green hydrogen-ammonia-methanol solutions
用氢/储氢：绿氢 / 绿氨绿醇利好推荐 4/5国际新能源网原文链接 / Original Source
摘要：中国能建围绕绿色氢氨醇整体解决方案披露研究进展，提示央企在氢基能源链条中的方案化推进。Summary: Energy China reported progress in integrated green hydrogen-ammonia-methanol solutions, indicating SOE-led system-solution development across hydrogen-derived fuels.
07. 共氢（上海）新能源与一汽解放签约氢能重卡合作Gongqing Shanghai and FAW Jiefang signed a hydrogen heavy-truck cooperation
用氢：FCEV / 氢能重卡利好推荐 5/5新浪财经原文链接 / Original Source
摘要：共氢（上海）与一汽解放签署氢燃料电池重卡合作开发协议，首批200台，未来预计持续采购1000台。Summary: Gongqing Shanghai and FAW Jiefang signed a hydrogen fuel-cell heavy-truck cooperation, with 200 initial units and an expected 1,000-unit follow-on plan.
08. 上海内河船舶“氢内燃机+有机液态储氢”动力系统联调联试成功Shanghai completed integration testing of an inland-vessel H2ICE plus LOHC powertrain
用氢：H2ICE / 储氢航运利好推荐 4/5新华社原文链接 / Original Source
摘要：上海披露内河船舶氢内燃机与有机液态储氢动力系统完成岸上联调联试，800吨级船计划年内下水。Summary: Shanghai reported successful shore-side integration testing of an inland-vessel powertrain combining hydrogen ICE and LOHC storage, with an 800-tonne vessel planned for launch in 2026.
09. 国六修改单实施，氢内燃机纳入重型车排放标准管控体系China VI amendment brings hydrogen ICE into the heavy-duty emissions framework
用氢：H2ICE / 排放法规利好推荐 5/5太平洋号 / 商用车公社原文链接 / Original Source
摘要：行业报道解读 GB 17691-2018 修改单实施后，氢内燃机正式纳入重型车排放标准管控体系。Summary: Industry coverage explains that after the GB 17691-2018 amendment took effect, hydrogen ICE entered the heavy-duty emissions regulatory framework.
10. Sunfire 与 BASF 在德国建设 SOEC 堆测试设施Sunfire and BASF launched an SOEC stack testing facility in Germany
用氢：SOEC / SOFC利好推荐 5/5H2 Energy Community原文链接 / Original Source
摘要：Sunfire 与 BASF 建设 SOEC 堆测试设施，用于验证高温电解堆在工业条件下的衰减、灵活性和热循环表现。Summary: Sunfire and BASF are building an SOEC stack testing facility to validate degradation, flexibility and thermal cycling under industrial conditions.
11. Elcogen 发布可用于制氢和燃料灵活发电的新一代固体氧化物电堆Elcogen launched a new solid oxide stack for hydrogen production and fuel-flexible power
用氢：SOEC / SOFC利好推荐 4/5gasworld原文链接 / Original Source
摘要：Elcogen 发布 elcoStack E3000 G2，可用于 SOEC 制氢和 SOFC 燃料灵活发电。Summary: Elcogen launched the elcoStack E3000 G2 for SOEC hydrogen production and SOFC fuel-flexible power generation.
12. NEDO：面向 FY2026 商用的氨燃气轮机项目NEDO highlights an ammonia-fired gas turbine project for commercial use in FY2026
用氢：燃气轮机 / 氨燃烧中性推荐 3/5NEDO Green Innovation Fund原文链接 / Original Source
摘要：NEDO 绿色创新基金页面介绍液氨专烧燃气轮机的研发与 FY2026 商用目标。Summary: The NEDO Green Innovation Fund page introduces an ammonia-fired gas turbine development pathway with a commercial-use target in FY2026.
13. GB/T 47039-2026《氢冶金 高炉冶炼富氢系统技术要求》实施GB/T 47039-2026 for hydrogen-rich blast furnace systems took effect
用氢/储氢：绿氢 / 工业用氢标准利好推荐 4/5全国标准信息公共服务平台原文链接 / Original Source
摘要：国家标准 GB/T 47039-2026 于 2026年5月1日实施，规定高炉冶炼富氢系统技术要求。Summary: GB/T 47039-2026 took effect on May 1, 2026 and defines technical requirements for hydrogen-rich systems in blast furnace smelting.
目标市场范围 / Target Scope
| 细分市场/主题 Segment / Theme | 应用场景 Application Scenario | HORIBA 产品方向 HORIBA Product Direction |
|---|---|---|
| 制氢：CCUSHydrogen production: CCUS | 蓝氢/化工尾气/电厂尾气 CO2 捕集、胺液吸收与封存/利用过程监测Blue hydrogen, chemical off-gas and flue-gas CO2 capture, amine absorption, storage/utilisation monitoring | CO2/烟气连续监测；PLGA-1000/QCL；FTIR；PI-200 在线过程拉曼；材料/催化剂分析CO2/flue-gas CEMS; PLGA-1000/QCL; FTIR; PI-200 online process Raman; materials/catalyst analysis |
| 制氢：绿氢Hydrogen production: green hydrogen | 电解水制氢（ALK / PEM / AEM / SOEC）及高压储氢耦合验证Water electrolysis (ALK / PEM / AEM / SOEC) and coupled validation with high-pressure hydrogen storage | FuelCon PEM-EL/AEL/Evaluator LT/HT；HyEVO/TCA-5000；水质分析；MFC/湿度/混气控制FuelCon PEM-EL/AEL/Evaluator LT/HT; HyEVO/TCA-5000; water quality; MFC, humidity and mixed-gas control |
| 用氢/储氢：绿氢Hydrogen use/storage: green hydrogen | 绿氢储运、氢站、绿色甲醇/绿氨/绿醇/合成燃料及氢气品质管理Green hydrogen storage/transport, hydrogen stations, green methanol/ammonia/alcohols/synthetic fuels and hydrogen quality management | 氢燃料杂质分析；EMGA-921；HyEVO/TCA-5000；PI-200/PLGA-1000/FTIR；水质仪Hydrogen fuel impurity analysis; EMGA-921; HyEVO/TCA-5000; PI-200/PLGA-1000/FTIR; water quality analyzers |
| 用氢：FCEVHydrogen use: FCEV | 燃料电池车及电堆、系统、动力总成开发验证Fuel-cell vehicles and stack/system/powertrain development validation | FuelCon Evaluator LT；HyBOPs；FCEV 动力总成/整车评价；HyEVO 交叉泄漏；水质/CO2分析FuelCon Evaluator LT; HyBOPs; FCEV powertrain/vehicle evaluation; HyEVO crossover leakage; water quality/CO2 analysis |
| 用氢：H2ICEHydrogen use: H2ICE | 氢内燃机燃烧、排放与安全评价Hydrogen internal-combustion engine combustion, emissions and safety evaluation | 氢内燃机测试台/台架改造；HyEVO；MEXA-ONE；MEXA-ONE-FT/FTX-ONE；MEXA-ONE-QL/XL-NXH2ICE test benches/bench conversion; HyEVO; MEXA-ONE; MEXA-ONE-FT/FTX-ONE; MEXA-ONE-QL/XL-NX |
| 用氢：燃气轮机Hydrogen use: gas turbines | 氢/掺氢/氨燃气轮机及发电用燃烧器Hydrogen, hydrogen-blended and ammonia gas turbines and power-generation combustors | HyEVO；MEXA-ONE-XL-NX/QL-NX；MEXA-ONE-FT/FTX-ONE；O2/CO/CO2/NOx/PM；turnkeyHyEVO; MEXA-ONE-XL-NX/QL-NX; MEXA-ONE-FT/FTX-ONE; O2/CO/CO2/NOx/PM; turnkey support |
| 用氢：SOEC / SOFCHydrogen use: SOEC / SOFC | 固体氧化物电解制氢 / 燃料电池发电及电堆制造工艺放大Solid oxide electrolysis, fuel-cell power generation and stack manufacturing scale-up | FuelCon Evaluator HT/SOC；SOFC/SOEC 双模；Sintering & Reduction Station；GD-OESFuelCon Evaluator HT/SOC; SOFC/SOEC dual-mode testing; Sintering & Reduction Station; GD-OES |
方法论 / Methodology
本版严格采用 v2.6 链接字段规范：搜索结果表和报告证据链接只使用文章级 URL；首页、栏目页、微信入口和搜索结果页只可作为监测矩阵渠道，不进入证据层。所有 S3 分析均在卡片底部给出来源缩写。This version follows the v2.6 link-field specification: only article-level URLs are used in the Excel evidence layer and report evidence links. Homepages, category pages, WeChat entry pages and search-result pages are only allowed in the monitoring matrix, not as evidence. S3 analysis cards include abbreviated source links.
报告性质声明 / DISCLAIMER
本报告由 HORIBA China SMO 基于公开信息、AI 辅助工具及内部专业意见完成整理与分析，旨在支持产品经理、销售团队进行市场观察与业务讨论。报告中的判断与方向性建议均为探讨性表述，不构成正式业务决策或销售承诺。最终判断权与决策权归属相关产品线、销售团队及管理层。仅供 HORIBA 内部使用。
This report was prepared by HORIBA China SMO using public information, AI-assisted tools and internal professional judgement. It is intended to support market observation and business discussion by product managers and sales teams. All conclusions and directional recommendations are exploratory and do not constitute formal business decisions or sales commitments. Final judgement and decisions remain with the relevant product lines, sales teams and management. For HORIBA Internal Use Only.