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.
Starting tomorrow, Huaihe Energy will resume trading and disclose the major asset restructuring plan | Summary of the announcement.
① Huaihe Energy disclosed a significant Assets restructuring plan, and the company's Stocks will resume trading starting tomorrow; ② Since the beginning of this year, local state-owned enterprises have been continuously taking actions for mergers and reorganizations.
Assets injected again by the controlling Shareholder, Huaihe Energy will suspend trading from tomorrow | Quick announcement read.
① Huaihe Energy is planning to acquire 89.3% of the equity held by its controlling shareholder, Huaihe Energy Electrical Utilities Group; the company's Stocks will be suspended from trading starting tomorrow. ② The company has completed the acquisition of 100% equity of Panji Power Plant, which belongs to its controlling shareholder, Huainan Mining Group, in December 2023.
Acquiring a power plant! Shaanxi coal industry plans to invest over 15 billion yuan in a major asset restructuring of Yunnan Yunwei, leading to a suspension of trading.| Read the announcement.
① Shandong coal industry with a market cap exceeding 240 billion yuan and the small market cap yunnan yunwei both announced in the evening that they will acquire stakes in electrical utilities; ② The former spent over 15 billion yuan to purchase approximately 88.65% of shaanxi coal industry electrical group; the latter is expected to constitute a significant assets restructuring, and stocks will be suspended from trading starting Monday.
Repurchase amount does not meet the standard, jilin yatai group is ordered to make corrections | Speed reading announcement
①Upon the expiration of the repurchase period, jilin yatai repurchased amount is below the lower limit of the total repurchase amount, jilin Securities Regulatory Bureau requested correction. ②Jilin Securities Regulatory Bureau decided to take regulatory measures to order the company to make corrections, and record it in the integrity files of the securities and futures market.