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【大涨解读】氢能源:政策加码与产业突破共振,“十五五”放量逻辑强化,产业链有望迎来加速扩张
Xuan Gu Bao· 2026-02-04 02:48
Core Viewpoint - The hydrogen energy sector experienced a significant surge in stock prices, with multiple companies reaching their daily limit up, indicating strong market interest and potential growth in the industry [1]. Group 1: Stock Performance - Companies such as Jingcheng Co., Shenghui Technology, Meijing Energy, Zhiyuan New Energy, and Huadian Technology saw their stock prices increase significantly, with Jingcheng Co. rising by 9.97% to 13.46 and Shenghui Technology increasing by 19.95% to 9.98 [2]. - The trading volume for these stocks was notable, with Jingcheng Co. having a turnover rate of 4.31% and Shenghui Technology at 16.40%, indicating active investor interest [2]. Group 2: Policy and Industry Support - The Ministry of Industry and Information Technology held a meeting on February 3, emphasizing the need to leverage the new national system to promote breakthroughs in hydrogen energy and other fields, aiming for large-scale application demonstrations of new technologies and products [3]. - The National Energy Administration announced plans to enhance policy support and strengthen core technology development for hydrogen energy during the 14th Five-Year Plan period, aiming to establish a robust standard certification system and foster international cooperation [3]. Group 3: Industry Outlook - The hydrogen energy sector is expected to see significant growth during the 14th Five-Year Plan, with renewable energy hydrogen production capacity projected to exceed 250,000 tons per year by the end of 2025, potentially doubling during this period [4]. - By 2050, hydrogen is anticipated to account for approximately 10% of China's energy system, with a demand of nearly 60 million tons and an annual economic output exceeding 10 trillion yuan, alongside the establishment of over 10,000 hydrogen refueling stations [4]. - The transition from technology cost reduction to scale cost reduction is underway, with decreasing costs for green electricity and electrolyzer technology contributing to improved economic viability for hydrogen production [4][5].