港股异动 | 国富氢能(02582)涨近6%再创新高 较招股价实现翻倍 公司为中国领先的氢能储运设备制造商

智通财经
Jan 20, 2025

智通财经APP获悉,国富氢能(02582)涨近6%,盘中高见133港元再创上市新高,较招股价65港元已实现翻倍。截至发稿,涨5.58%,报132.5港元,成交额1399.51万港元。

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%。

中银国际指出,工信部印发通知,组织开展2025年未来产业创新任务揭榜挂帅工作,其中包括清洁氢产业创新发展,研究形成一批清洁氢制—储—输—用成套技术与装备,推动清洁氢在交通、冶金、化工等领域应用落地。该行指出,政策持续推动氢能产业化发展,绿氢与化工、醇、氨等环节应用有望打开,建议关注具备成本优势、技术优势的电解槽生产企业、受益于氢能基础设施建设的燃料电池、氢储运、加注装机企业。

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