智通财经APP获悉,国富氢能(02582)盘中涨超6%,高见110.2港元,较招股价65港元已涨近70%。截至发稿,涨5.58%,报109.7港元,成交额1234.97万港元。
据悉,国富氢能是中国领先的氢能储运设备制造商。公司研发及制造全产业价值链的氢能核心装备,用于氢能的制、储、运、加、用。公司重点发展中国的交通运输领域,开发及制造氢燃料电池汽车核心部件(即车载高压供氢系统)及氢能运输基础设施(即加氢站)的设备。按2023年国内车载高压供氢系统的销量计,公司排名第一,市占率为30.4%。
信达证券表示,氢能行业尚处于发展初期,上游绿氢制氢端降本空间较大,下游燃料电池车在政策扶持及关键零部件国产化加速下,未来市场前景广阔。预计电解槽市场广阔,下游整车及关键零部件环节有望迎来快速发展。
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