Core Viewpoint - Hydrogen concept stocks have seen a significant rise, driven by supportive national policies aimed at developing the green hydrogen and ammonia industry [1] Group 1: Stock Performance - Reborn Energy (02570) increased by 32.3%, reaching HKD 158.5 [1] - Guofu Hydrogen Energy (02582) rose by 9.23%, trading at HKD 38.1 [1] - Yihuatong (02402) saw a gain of 4.63%, priced at HKD 34.32 [1] Group 2: Policy Support - Since November, the national government has issued seven policy documents explicitly supporting the green hydrogen and ammonia industry [1] - Guojin Securities noted that these policies are strategically coordinated, promoting the maturity of the green hydrogen and ammonia industry from multiple dimensions, including system positioning and development pathways [1] Group 3: Industry Trends - Bank of China International's report indicates strong demand for Solid Oxide Fuel Cells (SOFC), with a clear industry development trend that is resilient to short-term fluctuations [1] - The report highlights that electric energy substitution is expected to open up demand for green hydrogen, with a focus on increasing penetration of hydrogen-based energy applications [1] - The relationship between green electricity, green hydrogen, and green fuel is gradually being clarified, with green fuels likely to enjoy a premium in the early stages of industry development [1] - The report suggests paying attention to hydrogen equipment and green fuel operation segments [1]
港股异动 | 氢能概念股全线走高 绿氢氨醇产业政策连续出台 行业有望逐步走向成熟