每经AI快讯，亿华通(02402.HK)盘中涨近4%，截至发稿涨3.7%，报26.88港元，成交额2299.11万港元。 ...

热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 责任编辑：卢昱君 客户端 亿华通（02402）盘中涨近6%，截至发稿，股价上涨3.86%，现报26.92港元，成交额2316.05万港元。 12月12日，亿华通宣布其100kW燃料电池发电机组已顺利交付澳大利亚客户，用于昆士兰州布里斯班一 处分布式发电项目。这是该公司第三款成熟发电产品，也是首次实现海外出口，标志着其氢能发电解决 方案迈出全球化第一步。 此外，近期北京亿华通储能科技有限公司正式成立。亿华通相关高管表示，成立这家新公司旨在积极响 应国家构建新型电力系统的战略号召。该举措标志着亿华通在深耕氢燃料电池主业基础上，正式进军储 能技术领域。此次业务拓展也体现了亿华通构建"氢-储-用"协同能源解决方案的战略意图。 热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 客户端 亿华通（02402）盘中涨近6%，截至发稿，股价上涨3.86%，现报26.92港元，成交额2316.05万港元。 12月12日，亿华通宣布其100kW燃料电池发电机组已顺利交付澳大利亚客户，用于昆士兰州布里斯班一 处分布式发电项目。这是该公司第三款成熟发电产品，也是首次实现 ...

智通财经APP获悉，亿华通(02402)盘中涨近6%，截至发稿，涨3.7%，报26.88港元，成交额2299.11万港 元。 消息面上，12月12日，亿华通宣布其100kW燃料电池发电机组已顺利交付澳大利亚客户，用于昆士兰州 布里斯班一处分布式发电项目。这是该公司第三款成熟发电产品，也是首次实现海外出口，标志着其氢 能发电解决方案迈出全球化第一步。 此外，近期北京亿华通储能科技有限公司正式成立。亿华通相关高管表示，成立这家新公司旨在积极响 应国家构建新型电力系统的战略号召。该举措标志着亿华通在深耕氢燃料电池主业基础上，正式进军储 能技术领域。此次业务拓展也体现了亿华通构建"氢-储-用"协同能源解决方案的战略意图。 ...

Group 1 - The core viewpoint of the article highlights the strong performance of power equipment stocks, with notable increases in share prices for companies such as Harbin Electric (up 7.16%), Dongfang Electric (up 6.02%), and others [1] - Huatai Securities reports that the Zhejiang UHV AC ring network project has received approval from the National Development and Reform Commission, with an expected completion and operation date in 2029 and a total investment of approximately 29.3 billion yuan, marking it as the highest investment and largest single project in China's UHV AC engineering to date [1] - The firm is optimistic about the accelerated construction of a national unified electricity market, predicting that grid investment during the 14th Five-Year Plan period will exceed 4 trillion yuan, a significant increase from the 2.8 trillion yuan investment during the 13th Five-Year Plan [1] Group 2 - The main grid construction is expected to support the interconnection of the national grid framework, which is crucial for establishing a unified national electricity market, and is anticipated to remain a key focus area for investment [1] - The demand for UHV construction is at a high level, driven by the need for cross-province transmission channels and reinforcement of weak grids in the western regions [1]

Core Viewpoint - Beijing Yihua Tong Energy Storage Technology Co., Ltd. has been established, focusing on energy storage technology services and related sales and manufacturing [1] Company Summary - The new company is wholly owned by Yihua Tong (688339) [1] - The business scope includes energy storage technology services, hydrogen refueling and storage facility sales, cloud computing equipment technology services, and manufacturing [1]

Core Viewpoint - The electric equipment stocks are experiencing a strong upward trend, driven by significant investments in the power grid and the approval of major projects like the Zhejiang UHV AC ring network project [1][2] Group 1: Stock Performance - Harbin Electric (01133) increased by 7.16% - Dongfang Electric (01072) rose by 6.02% - Chaowei Power (00951) gained 2.94% - Shanghai Electric (02727) went up by 2.48% - Yihuatong (02402) saw an increase of 2.05% [1][2] Group 2: Investment Insights - The Zhejiang UHV AC ring network project has received approval from the National Development and Reform Commission, with an expected completion and operation date in 2029 and a total investment of approximately 29.3 billion yuan, marking it as the highest investment and largest single project in China's UHV AC engineering to date [1][2] - Huatai Securities anticipates steady growth in power grid investment during the 14th Five-Year Plan period, with a projected investment exceeding 4 trillion yuan, a significant increase from the 2.8 trillion yuan during the 13th Five-Year Plan [1][2] - The construction of the main grid is expected to facilitate the interconnection of the national power grid, serving as a crucial support for the establishment of a unified national electricity market, which remains a key focus for future development [1][2]

Group 1 - The core viewpoint of the article highlights the strong performance of power equipment stocks in the Hong Kong market, driven by the accelerated construction of a national unified electricity market, with significant investment expected during the 14th Five-Year Plan period [1] - Huatai Securities projects that electricity investment during the 14th Five-Year Plan could exceed 4 trillion yuan, a substantial increase from the 2.8 trillion yuan investment during the 13th Five-Year Plan [1] - The construction of the main grid is seen as a crucial support for achieving interconnection of the national grid framework, which is essential for building a unified national electricity market [1] Group 2 - Harbin Electric (01133) saw a price increase of 6.67%, with a latest price of 15.200 and a total market value of 33.991 billion yuan, reflecting a year-to-date increase of 565.50% [2] - Dongfang Electric (01072) increased by 6.39%, with a latest price of 23.320 and a total market value of 80.649 billion yuan, showing a year-to-date increase of 151.86% [2] - Northeast Electric (00042) rose by 5.88%, with a latest price of 0.270 and a total market value of 0.0236 billion yuan, indicating a year-to-date increase of 3.85% [2] - Shanghai Electric (02727) increased by 3.72%, with a latest price of 4.180 and a total market value of 64.958 billion yuan, reflecting a year-to-date increase of 47.70% [2] - Chaowei Power (00951) saw a 2.21% increase, with a latest price of 1.390 and a total market value of 1.535 billion yuan, but a year-to-date decrease of 3.27% [2] - Yihua Tong (02402) increased by 2.05%, with a latest price of 25.860 and a total market value of 5.991 billion yuan, showing a year-to-date increase of 25.84% [2] - Tianneng Power (00819) rose by 1.10%, with a latest price of 7.340 and a total market value of 8.266 billion yuan, reflecting a year-to-date decrease of 9.05% [2]

Core Viewpoint - The Hong Kong stock market saw a significant rise in power equipment stocks, driven by the acceleration of the national unified electricity market construction, with expectations of over 4 trillion yuan in grid investment during the 14th Five-Year Plan period, a notable increase from 2.8 trillion yuan in the previous period [1][2]. Group 1: Market Performance - Harbin Electric (01133) increased by 6.67%, with a latest price of 15.200 and a market capitalization of 33.991 billion [2] - Dongfang Electric (01072) rose by 6.39%, with a latest price of 23.320 and a market capitalization of 80.649 billion [2] - Northeast Electric (00042) saw a 5.88% increase, with a latest price of 0.270 and a market capitalization of 0.0236 billion [2] - Shanghai Electric (02727) increased by 3.72%, with a latest price of 4.180 and a market capitalization of 64.958 billion [2] - Chaowei Power (00951) rose by 2.21%, with a latest price of 1.390 and a market capitalization of 1.535 billion [2] - Yihua Tong (02402) increased by 2.05%, with a latest price of 25.860 and a market capitalization of 5.991 billion [2] - Tianneng Power (00819) saw a modest increase of 1.10%, with a latest price of 7.340 and a market capitalization of 8.266 billion [2] Group 2: Investment Outlook - Huatai Securities indicates that the main grid construction will support the interconnection of the national grid framework, which is crucial for building the national unified electricity market [1] - The focus on grid investment during the 14th Five-Year Plan period is expected to significantly enhance infrastructure compared to the previous plan [1]

每经AI快讯，12月12日，港股市场电力设备股走强，其中，哈尔滨电气、东方电气涨超6%，东北电气 涨近6%，上海电气涨近4%，超威动力、亿华通涨超2%。 ...

Core Insights - Yihuatong has established a new company, Beijing Yihuatong Energy Storage Technology Co., Ltd., to respond to national strategies for building a new power system and promoting green energy transition [1] - This move signifies Yihuatong's entry into the energy storage technology sector while continuing to focus on hydrogen fuel cells, aiming to create a synergistic energy solution of "Hydrogen-Storage-Use" [1] - The company has been actively developing hydrogen energy applications in regions such as Beijing, Hebei, Xinjiang, and Inner Mongolia, preparing for large-scale applications of hydrogen energy in various scenarios [1]