智通财经APP获悉，国富氢能(02582)再涨超5%，截至发稿，涨4.21%，报106.5港元，成交额1001万港元。
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%。
长江证券指出，展望2025年，即将迎来氢能产业发展中长期规划的考核时间点，电解槽、燃料电池环节有望高增，政策已为行业放量奠定基础；从顶层重视度来看，2025年示范城市群政策到期后，我国有望出台全国性的接续政策以继续推动氢能产业的高质量发展。氢能是实现零碳重要抓手，上中下游加速推广过程中，重点看好电解槽、输氢管道、压缩机、储氢瓶、燃料电池系统等核心零部件投资机会。
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