据财联社主题库显示，相关上市公司中：On August 11th, the Central Committee of the Communist Party of China and the State Council issued the Opinion on Accelerating the Comprehensive Green Transformation of Economic and Social Development, which proposed to promote the full-chain development of hydrogen energy "production, storage, transportation, and utilization". According to a report by CCTV Finance, export orders for the core equipment for producing hydrogen, electrolyzers, have increased rapidly this year. Industry insiders told reporters that green hydrogen projects under construction or planning in many regions around the world have grown significantly.
On August 11th, the Central Committee of the Communist Party of China and the State Council issued the Opinion on Accelerating the Comprehensive Green Transformation of Economic and Social Development, which is the first systematic deployment at the central level to accelerate the comprehensive green transformation of economic and social development. The Opinion proposed to vigorously develop non-fossil energy, actively develop distributed photovoltaics, distributed wind power, develop new energy such as biomass energy, geothermal energy, and marine energy according to local conditions, and promote the full-chain development of hydrogen energy "production, storage, transportation, and utilization".
According to a report by CCTV Finance, export orders for the core equipment for producing hydrogen, electrolyzers, have increased rapidly this year. Industry insiders told reporters that green hydrogen projects under construction or planning in many regions around the world have grown significantly. GTJA Securities believes that with the maturity of green hydrogen production technology, and the increase of the proportion of renewable energy such as wind and solar power, electricity costs will be reduced. In the future, hydrogen energy and hydrogen-based fuels are expected to play a crucial role in the energy system. Currently, hydrogen energy applications are mature in the industrial field in China, and with the carbon emissions requirements, green hydrogen consumption is expected to gradually transition from the industrial and transportation sectors to hydrogen-based fuel applications in shipping and energy storage and power generation. The hydrogen energy application end will benefit from the increase in fuel cell vehicles and hydrogen-based fuel applications, green hydrogen projects, and pipeline bidding.
According to the Financial Data Center, among related listed companies:
Houpu Clean Energy Group, as a domestic leading provider of hydrogen energy equipment solutions, has provided more than 100 sets of hydrogen energy equipment to the world.
Sichuan Kexin Mechanical and Electrical Equipment's carbon fiber composite hydrogen storage tank is mainly used in the automotive field. The company is currently promoting the development of high-pressure and solid-state hydrogen storage containers in an orderly manner.