南财智讯1月30日电，亿华通发布年度业绩预告，预计2025年全年归属于上市公司股东的净利润为-5.50 亿元—-7.20亿元，同比预减20.50%—57.74%；预计2025年全年归属于上市公司股东的扣除非经常性损 益的净利润为-6.00亿元—-7.80亿元，同比预减10.55%—43.71%。报告期内，公司基于会计谨慎性原 则，进一步计提信用减值与资产减值损失，两项减值规模较上年同期有所扩大，导致公司经营亏损进一 步加剧。 ...

亿华通1月30日公告，经财务部门初步测算，预计2025年度实现归属于母公司所有者的净利润为-55,000 万元到-72,000万元，与上年同期（法定披露数据）相比，同比减少20.50%到57.74%。经财务部门初步 测算，预计2025年度归属于母公司所有者扣除非经常性损益后的净利润-60,000万元到-78,000万元，与 上年同期（法定披露数据）相比，同比减少10.55%到43.71%。 ...

Core Viewpoint - Hydrogen-related stocks are experiencing significant activity, with notable price increases observed in companies such as Yihuatong, Guofu Hydrogen Energy, and Jingcheng Electromechanical [1] Industry Summary - The National Energy Administration announced that by the end of 2025, China's renewable energy hydrogen production capacity is expected to exceed 250,000 tons per year, representing a doubling compared to the previous year [1] - During the 14th Five-Year Plan period, the National Energy Administration will collaborate with relevant departments to enhance industrial planning, increase policy support, strengthen core technology research, promote hydrogen energy pilots, establish standard certification systems, deepen international cooperation, and cultivate the future hydrogen energy industry [1] Company Summary - Companies such as Yihuatong (02402) saw a price increase of 4.11%, reaching HKD 24.8, while Guofu Hydrogen Energy (02582) rose by 3.41% to HKD 32.1, and Jingcheng Electromechanical (00187) increased by 2.46% to HKD 4.16 [1] - According to a previous report by CITIC Securities, hydrogen energy is expected to gradually enter the industrialization phase during the 14th Five-Year Plan period, driven by policy support [1]

每经AI快讯，港股部分氢能概念股活跃。截至发稿，亿华通(02402.HK)涨4.11%，报24.8港元；国富氢 能(02582.HK)涨3.41%，报32.1港元；京城机电股份(00187.HK)涨2.46%，报4.16港元。 ...

消息面上，国家能源局1月30日举行新闻发布会，国家能源局能源节约和科技装备司副司长边广琦表 示，截至2025年底，我国可再生能源制氢项目累计建成产能超25万吨/年，较上年实现翻番式增长。"十 五五"时期，国家能源局将与国家发展改革委等有关部门通力协作，强化产业规划引领，加大政策支持 力度，加强核心技术攻关，推进氢能试点，健全标准认证体系，深化国际交流合作，大力培育氢能未来 产业。 部分氢能概念股活跃，截至发稿，亿华通(02402)涨4.11%，报24.8港元；国富氢能(02582)涨3.41%，报 32.1港元；京城机电股份(00187)涨2.46%，报4.16港元。 中信证券此前研报指出，"十五五"期间，在政策推动下，氢能有望逐步迈入产业化阶段。在零碳工厂、 零碳园区的建设带动下，绿氢及氢基绿色燃料的市场规模有望逐步扩大，新的应用场景将带动绿氢产业 链和电解槽设备需求的增长，提前布局氢基绿色能源项目的投资方也有望受益产业发展前期的产品溢 价。 ...

中信证券此前研报指出，"十五五"期间，在政策推动下，氢能有望逐步迈入产业化阶段。在零碳工厂、 零碳园区的建设带动下，绿氢及氢基绿色燃料的市场规模有望逐步扩大，新的应用场景将带动绿氢产业 链和电解槽设备需求的增长，提前布局氢基绿色能源项目的投资方也有望受益产业发展前期的产品溢 价。 消息面上，国家能源局1月30日举行新闻发布会，国家能源局能源节约和科技装备司副司长边广琦表 示，截至2025年底，我国可再生能源制氢项目累计建成产能超25万吨/年，较上年实现翻番式增长。"十 五五"时期，国家能源局将与国家发展改革委等有关部门通力协作，强化产业规划引领，加大政策支持 力度，加强核心技术攻关，推进氢能试点，健全标准认证体系，深化国际交流合作，大力培育氢能未来 产业。 智通财经APP获悉，部分氢能概念股活跃，截至发稿，亿华通(02402)涨4.11%，报24.8港元；国富氢能 (02582)涨3.41%，报32.1港元；京城机电股份(00187)涨2.46%，报4.16港元。 ...

Core Insights - The report highlights significant changes in the Hong Kong Stock Connect holdings, with notable increases and decreases in ownership percentages for various companies [1][2]. Group 1: Companies with Increased Holdings - Nanhua Futures (02691) saw the largest increase in holdings, up by 4.45% to a total of 10.44% [2]. - Junshi Biosciences (01877) experienced a 2.39% increase, bringing its total holding to 55.84% [2]. - Lion Group (02562) had a 2.21% increase, resulting in a holding of 53.31% [2]. - Other notable increases include Haotian International Investment (01341) at +1.61% (67.02%) and Junda Co., Ltd. (02865) at +1.43% (59.68%) [2]. Group 2: Companies with Decreased Holdings - Yihua Tong (02402) reported the largest decrease, down by 2.06% to 28.06% [2]. - Shandong Molong (00568) saw a reduction of 1.99%, with a current holding of 58.26% [2]. - Jihong Co., Ltd. (02603) decreased by 1.27%, now holding 57.37% [2]. - Other significant decreases include China Merchants Hengsheng Technology (03423) at -0.85% (3.15%) and CIFI Holdings Group (00884) at -0.82% (9.03%) [2]. Group 3: Five-Day Changes in Holdings - Junda Co., Ltd. (02865) had the highest five-day increase at +12.13%, reaching 59.68% [3]. - Nanhua Futures (02691) increased by 9.08% to 10.44% [3]. - Other notable increases include Baidu Biotechnology-B (02315) at +3.13% (22.65%) and Junshi Biosciences (01877) at +2.77% (55.84%) [3]. Group 4: Twenty-Day Changes in Holdings - Junda Co., Ltd. (02865) also led the twenty-day increase with +27.85%, holding 59.68% [4]. - Baidu Biotechnology-B (02315) increased by +14.85% to 22.65% [4]. - Other significant increases include Zhongwei New Materials (02579) at +11.72% (16.27%) and Youjia Innovation (02431) at +8.62% (14.46%) [4].

Core Viewpoint - Yihuatong (02402) has seen significant stock price increases, with a rise of 15% yesterday and over 10% in today's late trading, currently trading at 28 HKD with a transaction volume of 1.42 billion HKD [1] Group 1: Industry Developments - Since the end of 2025, various provinces have been releasing supportive policies for hydrogen energy as part of their 14th Five-Year Plan, indicating a growing focus on hydrogen technology [1] - Hefei's 14th Five-Year Plan suggests promoting the application of hydrogen and ammonia energy technologies, along with advanced nuclear technologies [1] - Henan province will exempt hydrogen-powered trucks from toll fees on highways until the end of 2027 [1] - Sichuan aims to have its hydrogen industry reach a leading position in terms of comprehensive strength and application scale by 2027 [1] Group 2: Market Analysis - Guojin Securities reports that multiple provinces have introduced toll exemptions for hydrogen energy vehicles, signaling a breakthrough for fuel cell vehicle applications [1] - The year 2025 marks the final year for demonstration city cluster policies and the first settlement point for medium to long-term hydrogen energy planning, which is expected to accelerate the release of fuel cell vehicles [1] - The expansion of city clusters and the issuance of subsidies will likely lead to the introduction of subsequent supportive policies, suggesting a favorable outlook for leading companies in fuel cell components, such as Yihuatong [1]

Core Viewpoint - Yihuatong (02402) has seen significant stock price increases, rising 15% yesterday and over 10% in today's late trading, with a current price of 28 HKD and a trading volume of 1.42 billion HKD [1] Industry Developments - Since the end of 2025, various provinces have been releasing supportive policies for hydrogen energy as part of their 14th Five-Year Plan, indicating a growing focus on hydrogen technology [1] - Hefei's 14th Five-Year Plan suggests promoting hydrogen and ammonia energy technologies, as well as advanced nuclear technologies [1] - Henan province will exempt hydrogen-powered trucks from tolls on highways until the end of 2027 [1] - Sichuan aims to have its hydrogen industry among the top tier in the country by 2027 in terms of comprehensive strength and application scale [1] Investment Insights - Guotai Junan Securities reports that multiple provinces are implementing toll exemptions for hydrogen energy vehicles, which could lead to breakthroughs in fuel cell vehicle applications [1] - The year 2025 marks the final year for demonstration city cluster policies and the first settlement point for medium- to long-term hydrogen energy planning, suggesting that policy expansions and subsidies will accelerate the release of fuel cell vehicles [1] - Investors are advised to pay attention to leading companies in fuel cell components, such as Yihuatong, as subsequent supportive policies are expected to be introduced [1]

（文章来源：证券日报） 证券日报网讯 1月9日，亿华通发布公告称，截至本公告披露日，公司股东周竹青女士持有公司股份 210，000股（占公司总股本的0.09%，占公司A股总股本的0.11%）。周竹青女士因自身资金需求，拟于 减持计划披露之日起15个交易日后的3个月内通过集中竞价方式减持其所持有的公司股份，合计数量不 超过52，400股，即不超过公司总股本的0.02%。 ...