智通财经网·2025-04-28 05:40Group 1 - The core viewpoint of the news is that China is leading the global hydrogen energy industry, with a projected production and consumption scale exceeding 36.5 million tons in 2024, making it the world's largest producer [1] - By the end of 2024, China is expected to account for over 50% of the global renewable energy hydrogen production capacity, which will exceed 250,000 tons per year [1][2] - The domestic fuel cell vehicle (FCV) application is steadily advancing, with over 540 hydrogen refueling stations established and approximately 24,000 fuel cell vehicles promoted [1] Group 2 - More than 560 hydrogen energy-specific policies have been issued nationwide, with 22 provincial-level administrative regions incorporating hydrogen energy into their government work reports [2] - The National Energy Administration plans to coordinate with relevant departments to promote a scientific and reasonable layout of the hydrogen energy industry based on local conditions [2] - The hydrogen energy and fuel cell industry is expected to enter a rapid growth phase by 2025, with significant acceleration in the deployment of fuel cell vehicles and green hydrogen projects [2] Group 3 - Related Hong Kong stocks in the hydrogen energy industry include: Jingcheng Electric (00187), Guofu Hydrogen Energy (02582), Guohong Hydrogen Energy (09663), Yihuatong (02402), Reshaping Energy (02570), China International Marine Containers (03899), Weichai Power (02338), China National Heavy Duty Truck Group (03808), and China Xuyang Group (01907) [3]