The abnormal hydrogen energy sector raises the early limit of multiple stocks_industry chain_application_technology

Original title: The hydrogen energy sector moved up the early limit of multiple stocks

Information Times (Reporter Zhang Liujing) In early trading on November 30, the hydrogen energy sector moved up. Flush data shows that as of 10:35, the hydrogen energy sector index rose 2.38%, and many stocks in the sector such as Cryogenic, Precision Information, Jinko Technology, and Citychase Chase had their daily limit.

It is understood that under the background of “dual carbon”, many listed companies are laying out the hydrogen energy industry chain. Recently, China Energy Construction announced that it plans to invest 5 billion yuan to establish a wholly-owned subsidiary, China Energy Construction Hydrogen Energy in Daxing District, Beijing. The business scope includes hydrogen production, hydrogen storage, hydrogen energy application scenario development, as well as the research and development, application and sales of hydrogen fuel cells, hydrogen internal combustion engines, hydrogen gas turbine technologies and related facilities and equipment. Previously, SAIC also announced that it plans to build Jie Hydrogen Technology into an independent hydrogen energy and hydrogen fuel cell business listing platform, and further increase investment in the core technology of hydrogen energy and hydrogen fuel cell business through spin-off and listing.

Debon Securities Research Report pointed out that according to the China Hydrogen Energy Alliance, my country’s hydrogen demand will reach 35 million tons by 2030, accounting for 5% of the final energy system; by 2050, the demand is expected to reach 60 million Ton(Equivalent to 292.68% in 2020), Accounts for 10% of the final energy system, and the industrial chain output value reaches 12 trillion yuan per year. Among them, the transportation sector uses 24.58 million tons of hydrogen, accounting for about 19% of the energy consumption in this sector.

Galaxy Securities pointed out that the policy supports the development of hydrogen energy and the long-term development potential of the superimposed industry is large. It recommends investment opportunities in hydrogen production, storage and transportation, and core components and vehicles in the hydrogen energy industry chain.Return to Sohu to see more