Core Viewpoint - Hydrogen energy stocks continue to rise, with significant increases in share prices for companies such as Jingcheng Electric (up 15.29%), CIMC Enric (up 4.42%), and Shanghai Electric (up 2.64%) [1] Industry Summary - The National Energy Administration held a press conference on January 30, where hydrogen energy was mentioned 33 times by officials, highlighting its importance as a core keyword [1] - The conference summarized the orderly progress of the hydrogen energy industry during the 14th Five-Year Plan, and set the tone for the 15th Five-Year Plan, emphasizing hydrogen energy as a crucial component of the future national energy system and a new economic growth point [1] Company Summary - BE Systems announced plans to expand production capacity, with core supplier MTAR revealing during a 2025 earnings call that production capacity will increase to 12,000 and 20,000 units in 2026 and 2027, respectively, compared to 8,000 units in 2025, representing a growth of 50% and 150% [1] - BE's earnings call guidance may exceed expectations, presenting opportunities within the supply chain [1]
氢能概念股延续涨势 氢能政策定调空前明确 海外供应链宣布扩产
Zhi Tong Cai Jing·2026-02-04 02:19