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Shanghai is making moderate advancements in the layout of hydrogen-based energy, and policies are expected to promote a double increase in both supply and demand in the hydrogen energy market.
① The General Office of the Shanghai Municipal People's Government issued the "Work Plan for Innovative Development Led by New Energy Storage Demonstration in Shanghai (2025-2030)", focusing on green alcohol and green ammonia, with a long-term goal of forming four hydrogen-based Energy bases in the Lingang New Area, Jiading District, Chemical Zone, and Shanghai Waigaoqiao Free Trade Zone Group. ② Zhang Jin from Huabao Securities believes that with the implementation of related policies, the supply and demand in the "production, storage, transportation, and use" segments of the hydrogen energy market are expected to see a double increase.
Microsoft announced the use of green hydrogen to power Datacenters. Institutions recommend paying attention to the upstream hydrogen production segment.
①Microsoft announced that it has reached an agreement with ESB, where the power control and management building of the datacenter located in Dublin will be powered by zero-emission green hydrogen energy. ②Caitong stated that the green hydrogen sector has attributes of high growth and significant potential, and that the large-scale development of domestic and international green hydrogen projects will allow the electrolysis and compressor segments to fully benefit from the growth.
Baotailong New Materials Gets Approval for Resumption of Wukuang Mine's Operations
Baotailong New Materials (601011.SH): Baotailong Mining Company resumes production.
Baotailong (601011.SH) announced recently that its holding subsidiary, Qitaihe Baotailong Mining Co., Ltd...
Correction Notice of Baotailong New Materials Co., Ltd. on the 2023 Annual Report
Baotailong New Materials (601011.SH): has a business collaboration with CRRC Peking in the application of heating for subway seats.
On December 30, Gelonghui reported that Baotailong New Materials (601011.SH) indicated on the investor interaction platform that, as understood, the Peking Graphene Research Institute Mengxin fiberglass materials have business cooperation with the Huaneng Group Qingneng Institute in the field of de-icing for wind power Blades; and have business cooperation with Beijing CRRC in the application of subway seat heating.
Some Investors May Be Worried About Baotailong New Materials' (SHSE:601011) Returns On Capital
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