智通财经APP获悉，港股恒生指数涨1.35%，涨352点，报26480点；恒生科技指数涨1.31%。港股早盘成 交1600亿港元。 中资券商股早盘回暖。券商三季度业绩预期乐观 ，机构称同比增速有望进一步扩大。东方证券 （039858）涨超8%；华泰证券(06886)涨超6%；中信证券(06030)涨超7%。 芯片股再度走高，算力龙头上市加速推进，机构称长期国产替代逻辑稳固。华虹半导体(01347)涨 3.8%；中芯国际(00981)涨1.4%；上海复旦(01385)涨1%。 有色股早盘活跃，有色金属行业稳增长工作方案出台，机构看好工业金属价格继续上行。赣锋锂业 (01772)涨6.01%；中铝国际(02068)涨5%；招金矿业(01818)涨3.4%；洛阳钼业(03993)涨3.44%。 瑞浦兰钧(00666)再涨超17%，公司近期与Energy Vault签署供货协议，将供货3GWh储能系统。 建滔积层板(01888)涨超7%，机构指产品升级与覆铜板涨价有望贡献业绩增长势能。 博彩股延续近期涨势，澳博控股(00880)涨5.7%，国庆假期澳门游客量有望超过去年。 荣昌生物(09995)涨4.7%，泰它西普拟 ...

Group 1 - Yihuatong (02402) shares increased by over 7%, currently up 7.63% at HKD 29.64, with a trading volume of HKD 71.58 million [1] - The Zhangjiakou Wind-Hydrogen Integration Source Network Load Storage Comprehensive Demonstration Project (Phase I) has initiated the EPC general contracting bidding for its hydrogen production section [1] - The project, located in Zhangbei County, Zhangjiakou City, includes a hydrogen production system with a capacity of 16,000 Nm³/h, a hydrogen storage system of 8,000 Nm³, and a 40 MW hydrogen fuel cell power generation system [1] Group 2 - This project is the first large-scale wind-hydrogen integration project in Hebei Province, led by Hebei Guochuang Hydrogen Energy Technology Co., Ltd., a company indirectly held by Yihuatong [1] - The aim is to reduce green hydrogen production costs through off-grid renewable energy hydrogen production, promoting the large-scale application of fuel cell vehicles [1] - The cost of fuel cell systems has significantly decreased in recent years, supported by national and local policy incentives, bringing the purchase cost of fuel cell vehicles closer to market promotion thresholds [1] Group 3 - However, the high price of hydrogen supply, especially green hydrogen, remains a key bottleneck for the large-scale development of the industry [1] - The demonstration project aims to address this challenge, with preliminary estimates suggesting that the cost of green hydrogen production could drop to below RMB 18/kg upon reaching full production [1] - This reduction in production cost will provide strong support for the large-scale promotion of fuel cell vehicles and establish a sustainable, replicable economic development model for China's hydrogen energy industry [1]