港股异动 | 重塑能源(02570)午后涨超4% 燃料电池汽车放量确定性增强 公司为燃料电池龙头

Core Viewpoint - The fuel cell industry is experiencing rapid technological advancements and cost reductions, with expectations for fuel cell heavy trucks to reach cost parity by 2028, positioning the company as a leader in this sector [1] Group 1: Company Performance - The stock price of Reconstruct Energy (02570) increased by over 4% in the afternoon, currently trading at 69.15 HKD with a transaction volume of 66.36 million HKD [1] Group 2: Industry Trends - The fuel cell sector is seeing significant technological progress and cost reductions, with potential catalysts including government support for hydrogen energy and increased sales volume in the fuel cell industry [1] - The upstream hydrogen production is beginning large-scale supply, and the number of hydrogen refueling stations is increasing, leading to improved industry chain support [1] - Targeted policies, such as waiving highway fees, are expected to accelerate the application and economic viability of fuel cell heavy trucks, enhancing the certainty of fuel cell vehicle sales growth and driving sector recovery [1]