The Ministry of Industry and Information Technology proposes moderately forward-looking layout of hydrogen storage technology, which is expected to inject new development momentum into the industry.
1. The Ministry of Industry and Information Technology has publicly solicited 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 appropriately lay out hydrogen storage and other ultra-long-term energy storage technologies. 2. 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 introduction of intensive green hydrogen support policies in many places, the demand for electrolysis cell bidding will double.
Shanxi Meijin Energy Chairman Yao Jinlong: Next year, the overall revenue is expected to reach a new high, and the goal of building a hydrogen supply network by 2030 remains unchanged. | Exclusive interview with the leader.
①In Yao Jinlong's view, the company is expected to usher in a turning point in performance next year. If the acquisition goes smoothly, the assets of three coal mines are expected to be injected next year; ②Regarding this transaction, shanxi meijin energy stated that the purpose includes solving issues of industry competition, and expanding the company's reserve advantage in scarce coking coal resources; ③It should be pointed out that although the current global inventory of hydrogen fuel autos is only over 0.06 million, the industry has already started to become more competitive.
The trend of social security fund holdings has been exposed: in the third quarter, 123 new stocks were added to the top ten list of public shareholders, with guangxi energy and zhongman petroleum and natural gas group corp.,ltd. adding a large number of i
①With the completion of the disclosure of the third quarter report, the holding positions trends of social security funds in the third quarter are also revealed; ②The list of the top ten circulating shareholders of 123 new stocks; ③Attached is the list of A-share institutions with the highest number of new holdings by social security funds in the third quarter (see table).
enn natural gas Q3 net income grew steadily by 6.89%, with revenue of 3.1749 million yuan, henry hub natural gas retail sales volume increased by 5.5% year-on-year | Financial report insights
In the third quarter, enn natural gas retail sales volume increased by 5.5% year-on-year, station unloading volume increased by over 70% year-on-year, revenue and net income grew steadily. In 2024, the company is strategically positioning itself in the fields of henry hub natural gas, hydrogen energy, and comprehensive energy utilization, and has achieved phased results.
It is expected that relevant national authorities will establish a low-altitude economic regulatory bureau.
①The establishment decision has been approved, and the new bureau is currently in preparation; ② The low-altitude economy set up a dedicated bureau, which can better coordinate resources at all levels to promote industrial development.
The annual cold repair scale of photovoltaic glass has exceeded 0.01 million tons per day, and glass prices are expected to bottom out and rebound.
① Multiple industry insiders have told reporters that the current cold repair scale of the entire industry exceeds 12,000 tons per day. ② According to research reports from CSC Securities, in the short term, with the upward production of Q3 components, the prices of some auxiliary materials such as film and glass may hit bottom and rebound.