机构:氢能及燃料电池行业将进入放量冲刺期

Core Insights - The 10th International Hydrogen and Fuel Cell Equipment Technology Exhibition was held in Beijing from September 18 to 20 [1] - Guojin Securities predicts that 2025 will be a critical point for the medium to long-term planning of hydrogen energy, with the hydrogen and fuel cell industry entering a phase of rapid growth [1] - Great Wall Securities highlights the continuous favorable policies for hydrogen energy in China, which support the ongoing development of the hydrogen industry [1] Industry Developments - The hydrogen energy and fuel cell manufacturing sectors are currently the two main focus areas, with recommendations for continued attention [1] - There is a steady increase in upstream electrolyzer bidding projects and a significant boost in hydrogen production investments [1] - The construction of hydrogen refueling stations is progressing in an orderly manner, ensuring a stable supply of hydrogen [1] - Downstream applications of hydrogen energy are witnessing innovations across multiple fields, promoting the adoption of hydrogen in transportation [1]