北京、重庆一日连发文件，氢能产业今明两年有望迎来突破

Group 1 - The Beijing Municipal Development and Reform Commission is soliciting public opinions on the implementation plan for the Renewable Energy Development and Utilization Regulations, emphasizing the construction of hydrogen energy infrastructure and its multi-field applications [1] - The Chongqing Municipal Economic and Information Technology Commission is also seeking opinions on the Hydrogen Station Industry Development Plan (2025-2035), focusing on the proactive planning of hydrogen stations and the systematic advancement of storage and transportation facilities [1] - Zhongyin Securities notes that the significant decrease in photovoltaic component prices is driving down green electricity costs, which in turn reduces the cost of green hydrogen production, laying a foundation for the development of hydrogen energy applications in China [1] Group 2 - Longcheng Securities highlights the continuous issuance of favorable hydrogen energy policies in China, leading to a stable increase in upstream electrolyzer bidding projects, breakthroughs in hydrogen production technology, and increased investment in hydrogen production [1] - Companies involved in the high-value segments of fuel cells and hydrogen storage systems include Reshaping Energy, Yihuatong, and Furuit Special Equipment [2] - Companies focused on production lines include Koweil and Haosen Intelligent, while those involved in infrastructure construction include Petrochemical Machinery and Houpu Co., Ltd [2]