异动解读 | 亿华通盘中大涨12.86%,燃料电池行业利好政策助推

异动解读
03 Apr

港股上市公司亿华通(02402)今日盘中股价出现大幅上涨,涨幅高达12.86%。截至午后交易时段,该股报价25.8港元,成交额达4973.71万港元。

此次亿华通股价的大幅上涨主要得益于燃料电池行业的利好消息。近期,陕西吕梁、河南濮阳、新疆哈密三地陆续宣布将加入燃料电池汽车示范城市群。与此同时,财政部等五部门联合下发《关于批复有关城市群燃料电池汽车示范应用调整实施方案的通知》,预计未来将有更多城市加入这一行列。这一系列政策的出台显示了国家对燃料电池产业的大力支持,有望加速燃料电池汽车的推广应用。

值得注意的是,亿华通作为燃料电池系统行业的龙头企业,有望从行业发展中获益。国金证券指出,随着"十四五"规划的推进,燃料电池汽车市场存在巨大增长空间。在氢能示范高速建设打开应用场景、补贴政策不断完善的背景下,燃料电池系统、电堆、车载供氢系统等高价值量环节的企业将率先迎来发展机遇。亿华通此前通过发行股份收购定州旭阳氢能,进一步巩固了其在行业中的领先地位。随着行业政策的不断完善和市场需求的增长,亿华通有望在未来的发展中占据有利位置。

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