据财联社主题库显示，相关上市公司中：①The Ministry of Industry and Information Technology is soliciting opinions on the action plan for the high-quality development of the new energy storage manufacturing industry (draft for soliciting opinions). The draft proposes to moderately advance the layout of hydrogen energy storage and other ultra-long-duration energy storage technologies. ②Huaan Securities pointed out that in the first half of the year, the progress of green hydrogen projects has been continuous. Looking ahead to the second half of the year, with the intensive introduction of green hydrogen support policies in many places, the demand for electrolysis tanks in tenders will double.
The Ministry of Industry and Information Technology is soliciting opinions on the action plan for the high-quality development of the new energy storage manufacturing industry (draft for soliciting opinions). The draft proposes to implement a new energy storage technology innovation initiative, develop diversified new energy storage ontologies. Moderately advance the layout of hydrogen energy storage and other ultra-long-duration energy storage technologies, encourage the exploration and development of various types of mixed energy storage technologies combined with application demand, and support forward-looking technological basic research such as new system batteries, thermal energy storage, and cooling.
As a future ideal clean energy source, hydrogen energy is gradually becoming one of the important carriers for global energy transformation and plays a crucial role in promoting the achievement of the 'dual carbon' goal and facilitating energy transition. As of now, several provinces including Shaanxi, Jilin, Shandong, and Sichuan have successively introduced policies to exempt hydrogen-powered vehicles from high-speed tolls. In addition to the implementation of policies in many places to exempt hydrogen fuel vehicles from high-speed tolls, many regions have also introduced hydrogen energy industry development policies. Huaan Securities pointed out that in the first half of the year, the progress of green hydrogen projects has been continuous. Looking ahead to the second half of the year, with the intensive introduction of green hydrogen support policies in many places, the demand for electrolysis tanks in tenders will double. The importance of hydrogen energy is expected to increase in policy planning related to industrial decarbonization and consumption, and the initiation of wind and solar projects will accelerate tendering rhythms, focusing on hydrogen production, storage, and transportation processes.
According to the Financial Data Center, among related listed companies:
In the field of hydrogen energy, Fujian Snowman focuses on developing fuel cell power systems and core component manufacturing businesses, as well as extending existing compressor technology, refrigeration technology, and heat exchange technology to applications in liquid hydrogen and hydrogen equipment.
The core components of the fuel cell system independently developed by Fuxin Dare Automotive Parts can be applied to hydrogen fuel cell stacks, laying a foundation for the company's hydrogen energy product development.
