据财联社主题库显示，相关上市公司中：The 2024 China Hydrogen Energy Industry Conference will be held on October 18th at the Qiaoshan Cultural Center in Nansha, Foshan. Huaan Securities pointed out that looking ahead to the second half of 2024, policy support and subsidy incentives will be further implemented, green hydrogen projects are expected to accelerate, and the bidding scale for electrolyzers is expected to reach 3-4GW. The hydrogen energy sector investment is about to enter a window of opportunity.
The 2024 China Hydrogen Energy Industry Conference will be held on October 18th at the Qiaoshan Cultural Center in Nansha, Foshan. According to the organizer, China International Economic Exchange Center, the theme of the 2024 China Hydrogen Energy Industry Conference is "Hydrogen Energy: The Future of Global Green Transformation", with main content including the opening ceremony, academician special reports, the "Belt and Road" Hydrogen Energy International Cooperation Seminar, and Green Finance and Green Hydrogen Energy Special Seminar. It will also include simultaneous activities such as series product launches, project commissioning, and signings.
Huaan Securities pointed out that in the first half of 2024, the hydrogen energy industry is showing a rapid development trend under the dual drivers of policy support and market demand. The government work report mentioned hydrogen energy for the first time, local governments successively introduced bullish policies, significant progress was made in green hydrogen projects, downstream application areas continued to expand, and the overall prosperity significantly improved. Looking ahead to the second half of 2024, policy support and subsidy incentives will be further implemented, green hydrogen projects are expected to speed up, and the bidding scale for electrolyzers is expected to reach 3-4GW. The hydrogen energy sector investment is about to enter a window of opportunity, with a focus on hydrogen production, storage and transportation, and fuel cell segments. Sinolink Securities pointed out that domestic top-level and application policies are opening up space, groundbreaking of green hydrogen projects boosting confidence, global opportunities brought by hydrogen energy industry due to energy transformation in various countries, and Chinese companies will also benefit from export opportunities under overseas production capacity gaps. Both hydrogen production and fuel cell technologies are advancing simultaneously, with a key focus on application breakthroughs and economics, highlighting policy-driven and new business model closure.
According to the Financial Data Center, among related listed companies:
Sunfly Intelligent Technology has obtained an order for hydrogen production equipment business in the on-site hydrogen production project.
Zhangjiagang Furui Special Equipment sells high-pressure hydrogen valve products in the field of hydrogen energy and is conducting research and development on hydrogen fuel cell vehicle liquid hydrogen supply systems and related hydrogen valves and some components of hydrogen fuel cell systems. The company's high-pressure hydrogen valve products can achieve partial localization substitution.
