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.
As the Spring Festival holiday approaches, the tourism Industry is expected to pick up, and these Concept stocks are frequently being investigated.
The Spring Festival holiday is from January 28 to February 4, 2025, totaling 8 days.
From nearly 7 billion yuan to 0.157 billion yuan! The order amount of ZhuoRan shares' subsidiary has sharply decreased. The company stated that if contracts are executed, there may be risks of delayed project payments.
① The Shanghai Stock Exchange issued a letter of supervisory work on matters relating to Zhuoran shares, involving listed companies, intermediaries and related personnel. ② Up to now, the original order has confirmed revenue of 36.9816 million yuan, the company has received a contract payment of 75 million yuan, and the amount to be settled is 81.8589 million yuan. ③ Profits of propylene and most derivatives were inverted in 2024, and the overall profit of the industry was at a low level.
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).