Group 1 - The hydrogen energy sector has seen a significant surge in stock prices, particularly in Hong Kong, with companies like Yihuatong experiencing a rise of over 84% at one point, closing up 23.26% at 29.36 HKD [1] - U.S. hydrogen stocks have also performed well, with Bloom Energy Corp's stock increasing by over 234% in six months, and Plug Power's stock rising more than 24% in the past six months [1] - The recent U.S. legislation extending tax credits for hydrogen projects until January 1, 2028, is expected to provide greater certainty for investors and stimulate new investment in the hydrogen sector [2] Group 2 - In China, the National Energy Administration has initiated pilot projects for hydrogen energy, aiming to promote innovative management models and support the entire hydrogen supply chain [3] - The hydrogen energy equipment industry in China has surpassed 80 billion RMB, with significant advancements in domestic production capabilities for key hydrogen equipment [4] - Inner Mongolia has reported substantial investments in hydrogen projects, with a total investment of 2.802 billion RMB and increased production capacities for hydrogen equipment [3]
美股港股联动,氢能板块爆发 亿华通一度涨超84%