氢能政策点评：湖北省、邯郸市先后出台氢能产业规划，中部地区氢能发展有望加速

Investment Rating - The investment rating for the hydrogen energy industry is "Recommended (Maintain)" [2] Core Viewpoints - The introduction of hydrogen energy policies in Hubei Province and Handan City is expected to radiate to surrounding areas, driving the development of the hydrogen energy industry in the central and eastern regions of China [2][14] - The "Hubei Province Action Plan for Accelerating the Development of the Hydrogen Energy Industry (2024-2027)" aims to establish Hubei as a significant hydrogen energy hub by 2030, with a total industrial output value of 100 billion yuan, including 30 billion yuan from hydrogen production [7][8] - Handan City plans to construct a hydrogen energy industry layout characterized by "one core, two wings, two corridors, and multiple points," focusing on enhancing innovation capabilities and expanding application scenarios [4][5] Summary by Sections Handan City Hydrogen Energy Development Plan - Handan City aims to promote 300 fuel cell vehicles and build 5 hydrogen refueling stations by 2024, with plans to increase to 2,000 fuel cell vehicles and 33 hydrogen stations by 2030, achieving an annual green hydrogen production capacity of 600 tons [4][5][7] Hubei Province Hydrogen Energy Action Plan - The action plan targets the establishment of a hydrogen energy industrial layout centered around Wuhan by 2027, with a total industrial output value of 100 billion yuan, including 30 billion yuan from hydrogen production and 40 billion yuan from hydrogen energy equipment and components [8][9] Central Region Hydrogen Energy Development - The central region's hydrogen energy industry is expected to accelerate due to the gradual rollout of policies and completion of supporting infrastructure, with Handan City likely to collaborate with the Beijing-Tianjin-Hebei region and Inner Mongolia to develop the hydrogen energy industry [10][12][14]