智通财经APP获悉，国富氢能(02582)午后涨超9%，高见121.8港元，再创上市新高。截至发稿，涨9.73%，报121.8港元，成交额1212.61万港元。
公开资料显示，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%。
国金证券指出，2024年是氢能行业准备年，在政策推广、示范效应和产业降本三重驱动下，明年将迎放量，带动产业迈向商业化。从2025年国家目标看，绿氢项目缺口在9-10万吨（保有量11万吨）、燃料电池汽车缺口在2.5万辆（保有量2.5万辆），绿氢项目和燃料电池汽车的爆发量均看向翻倍起步。把握绿氢一体化项目和燃料电池两大主线：项目量级爆发和一体化带来的上游制氢设备和绿色运营商机会；目标+补贴+示范下燃料电池汽车零部件机会。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.