CITIC research newspaper pointed out that on January 6, 2023, the National Energy Administration issued the Blue Book on the Development of New Power Systems (draft for soliciting opinions), which planned the application scenarios and technical iterative paths of hydrogen energy in new power systems. We believe that the Blue Book defines the technical route and timetable for the coupling of hydrogen energy and electric energy in the future, lays a guide for the application of hydrogen energy in the power system, and helps to strengthen the important position of hydrogen energy in the energy system. Bring new development expectations for the hydrogen industry. The Blue Book (draft for soliciting opinions) puts forward that the goal of fully replacing fuel vehicles with clean emission vehicles in the field of vehicles exceeds market expectations, and the detailed goal of hydrogen energy in the field of energy storage also establishes the status of hydrogen energy in the power system. Although the goal is relatively long-term, it helps to clarify the path of industrial development, push up the expectations of the size of the hydrogen energy market, and boost confidence in the development of the industry. Along the benefit logic of the industrial chain, we suggest that we can pay attention to: first, the leading companies related to the fuel cell vehicle industry chain; second, the enterprises related to the production and application of green hydrogen; and third, the industrial chain companies related to hydrogen storage and hydrogen energy storage.