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 - Guofu Hydrogen Energy (02582) rose by 9.23%, reaching HKD 38.1 - Yihua Tong (02402) gained 4.63%, reaching 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, development paths, and institutional foundations [1] Group 3: Industry Outlook - Bank of China International's report indicates that the demand for green hydrogen is expected to grow due to the potential for electric energy substitution [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] - There is a recommendation to focus on hydrogen equipment and green fuel operation segments as the industry evolves [1]
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