SDIC Securities released a research report saying that the municipal level has now partially introduced direct green hydrogen subsidies or electricity price support policies, and it is expected that the latter will take further action. Currently, China's hydrogen energy “1+N” policy system is gradually being improved. Industry investment follows one line of thought and two clues: one idea is to find high-certainty value incremental links. The two clues are the hydrogen production system and the storage and transportation process of connecting the hydrogen production site to the terminal for consumption. It is recommended to focus on petrochemical machinery (000852.SZ), Huaguang Huaneng (600475.SH), Seagull (603269.SH), Hewang Electric (603063.SH), Cowell (), CIMC Enric (03899.HK), etc. 688551.SH
国投证券：氢能能源属性有望进一步明确 行业投资围绕两条线索
SDIC Securities: The energy attributes of hydrogen energy are expected to further clarify the two clues surrounding industry investment
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