智通财经APP获悉，国富氢能(02582)早盘涨近15%，截至发稿，涨10.21%，报75港元，成交额8873.81 万港元。 消息面上，国富氢能宣布，全资控股国富铭志与哈密通慧德订立100兆瓦绿电制氢设备销售协议，合约 总价值超过1.5亿元。根据销售协议，国富铭志将向该客户供应22套1000标准立方米/小时电解槽、气液 处理设备、绿电制氢控制系统、安全检测系统以及公用辅助设备。 公告称，此次合作标志着公司在中国西北工业领域大规模应用电解制氢技术的重要里程碑，基于哈密地 区丰富的风能、光伏等可再生能源资源进行氢能与冶金产业融合的长期战略规划，代表公司在绿色冶金 领域的首个综合绿电制氢冶金解决方案。 ...

订约方就采购核心氢能设备达成深度合作，标志着公司在中国西北工业领域大规模应用电解制氢技术的 重要里程碑。本次合作乃基于订约方利用哈密地区丰富的风能、光伏等可再生能源资源，进行氢能与冶 金产业融合的长期战略规划，代表公司在绿色冶金领域的首个综合绿电制氢冶金解决方案。 智通财经APP讯，国富氢能(02582)公布，于2025年8月18日，公司的一间间接全资附属公司新疆国富铭 志氢能科技有限责任公司(国富铭志)与一名位于中华人民共和国新疆维吾尔自治区哈密市的客户及独立 第三方，哈密通慧德绿色铸造有限公司，订立100兆瓦绿电制氢设备销售协议，合约总价值超过人民币 1.5亿元。根据销售协议，国富铭志须向该客户供应22套1,000标准立方米╱小时电解槽、气液处理设 备、绿电制氢控制系统、安全检测系统以及公用辅助设备。 ...

Market Overview - US stock market declined on Wednesday, with the S&P 500 ending a three-day rally, which may put pressure on A-shares at the opening [2] - The China Golden Dragon Index rose by 0.08%, indicating a positive performance for Chinese concept stocks [2] Technical Analysis - The Shanghai Composite Index closed at 3402.32 points, maintaining above the 3400 mark, but trading volume decreased to 1.26 trillion, down 160 billion from the previous day, suggesting weak buying interest [2] - If trading volume remains low, the index may test the 3380 point support level [2] - The ChiNext Index increased by 1.21%, but the new energy sector lagged, with Ningde Times affecting overall sentiment [2] - The brokerage sector saw a net inflow of 3.7 billion, indicating potential upward movement if major brokers like CITIC Securities and Oriental Fortune show strong early performance [2] Policy Directions - Three key policy directions identified: 1. US-China trade talks focusing on rare earth and semiconductor equipment exports, with China issuing temporary export licenses for rare earth materials to three major US automakers [3] 2. Hydrogen energy pilot projects, with the National Energy Administration outlining directions for green hydrogen production and zero-carbon parks, potentially benefiting equipment manufacturers like Hupu Co. and Xue Ren Co. [3] 3. Local special bonds issuance, with 180 billion issued in the first two weeks of June, likely stabilizing infrastructure stocks like China Communications Construction and China Railway Construction [3] Sector Rotation - Focus on whether technology and brokerage sectors can resonate positively in early trading [3] - The AI computing industry chain may see funding inflows due to the upcoming delivery of Nvidia's Blackwell chips [3] - Defensive sectors like Yangtze Power, with a dividend yield over 5%, and Hu Nong Commercial Bank, known for low valuation and high dividends, are suitable for risk-averse investments [3] Investment Strategy - Key focus on trading volume; if the first hour's trading volume exceeds 380 billion, the index may approach 3417 points; if it falls below 1.2 trillion, consider reducing positions to avoid potential pullbacks [4] - Long-term investors should consider semiconductor equipment, AI computing, and consumer electronics, which are at historical low valuations and have multiple policy catalysts [4] - Short-term traders should monitor hydrogen energy pilot projects and urban renewal themes, paying attention to the strength of leading stocks [4]