Workflow
绿氢示范项目
icon
Search documents
机构:政策利好推动氢能产业持续发展
Core Viewpoint - The draft implementation plan for the "Beijing Renewable Energy Development and Utilization Regulations" emphasizes the promotion of hydrogen energy infrastructure and its applications across multiple sectors, aiming to establish a comprehensive hydrogen infrastructure network covering Beijing and the surrounding Tianjin and Hebei regions [1] Group 1: Policy and Infrastructure Development - The plan includes the development of local hydrogen production pilot projects and the construction of integrated hydrogen production and refueling stations, effectively utilizing local industrial by-product hydrogen purification projects [1] - The National Energy Administration's ongoing push for hydrogen energy policies is expected to catalyze further industry growth in the second half of the year, accelerating commercialization and project implementation [1] Group 2: Market Opportunities and Investment - Guotai Junan Securities forecasts that 2025 will mark the conclusion of the "14th Five-Year Plan" for hydrogen energy policies, with active bidding for green hydrogen demonstration projects [1] - Longcheng Securities notes the continuous issuance of favorable hydrogen energy policies in China, leading to stable increases in upstream electrolyzer bidding projects and heightened investment in hydrogen production [1] - The orderly advancement of hydrogen refueling station construction ensures hydrogen supply, while innovative applications in various sectors promote the adoption of hydrogen energy in transportation [1]