中信证券：预计2026年氢能行业在氢电耦合、工业减碳等领域或实现突破

Core Viewpoint - The hydrogen energy industry is expected to see enhanced policy positioning as it is recognized as a future industry, with potential breakthroughs anticipated in hydrogen-electric coupling and industrial decarbonization by 2026 [1] Industry Outlook - The industry is projected to maintain rapid growth in Fuel Cell Electric Vehicles (FCEV) and hydrogen-based green fuels [1] - The expansion of downstream applications and increasing demand for green hydrogen are expected to drive down costs through economies of scale, facilitating a positive cycle of cost reduction and volume increase [1] - This positive cycle is likely to support the industry's full transition into commercialization [1]