Core Viewpoint - Yihuatong (02402) is experiencing a significant stock price increase due to the initiation of a large-scale hydrogen integration project in Zhangjiakou, which aims to reduce green hydrogen production costs and promote fuel cell vehicle applications [1] Company Summary - Yihuatong's indirect subsidiary, Hebei Guochuang Hydrogen Energy Technology Co., Ltd., is leading the EPC total contracting for the hydrogen production part of the Zhangjiakou wind-hydrogen integration project [1] - The project includes a hydrogen production system with a capacity of 16,000 Nm³/h, a hydrogen storage system of 8,000 Nm³, and a 40 MW fuel cell power generation system [1] Industry Summary - The hydrogen energy industry is entering a rapid development phase, with significant cost reductions in fuel cell systems in recent years [1] - National and local policy incentives are helping to bring the purchase costs of fuel cell vehicles closer to market promotion thresholds [1] - High costs of hydrogen supply, particularly green hydrogen, remain a critical bottleneck for the large-scale development of the industry [1] - The demonstration project aims to address these challenges, with initial estimates suggesting that the cost of green hydrogen production could drop to below 18 yuan/kg, supporting the large-scale promotion of fuel cell vehicles and establishing a sustainable economic development model for China's hydrogen industry [1]
亿华通持续上涨逾12% 参与大规模风氢融合项目EPC招标