机构:氢能"制储输用"各环节市场供需有望迎来双增

Group 1 - The Chongqing Hydrogen Station Industry Development Plan (2025-2035) emphasizes systematic promotion of hydrogen station construction and supporting facilities, focusing on urban-rural integration and regional coordination [1] - The plan aims to utilize industrial by-product hydrogen and expand renewable energy hydrogen production, supporting the transformation of existing gas stations into hydrogen stations [1] - The goal is to create a comprehensive hydrogen network that is modern, safe, and efficient, facilitating the large-scale application of hydrogen fuel cell vehicles and promoting high-quality development of the hydrogen energy industry [1] Group 2 - With the implementation of hydrogen-friendly policies in China, the hydrogen energy market is expected to expand, with increased bidding projects for electrolyzers and breakthroughs in electrolyzer technology [2] - The supply of hydrogen continues to rise, and the application scenarios for hydrogen energy are diversifying, indicating a broad development prospect for hydrogen production demonstration station enterprises [2] - The acceleration of research and development in hydrogen fuel cell vehicles suggests a growing interest in the hydrogen vehicle application sector [2]