智通财经APP获悉，京城机电股份(00187)早盘跌超12%，截至发稿，跌12.1%，报4.43港元，成交额2361.32万港元。
消息面上，京城股份公告称，公司A股股票连续3个交易日内收盘价格涨幅偏离值累计超过20%，属于股票交易异常波动。经核实，公司目前生产经营活动正常，内部生产经营秩序正常，主营业务未发生重大变化，不存在应披露而未披露的重大事项。此外，公司2024年1-9月涉氢产品的销售收入约占主营业务收入的4.22%，对公司业绩贡献有限。
民生证券认为，在政策支持和市场需求的双重推动下，氢能源产业将迎来快速发展期，绿氢项目有望在未来几年内迎来招标潮。国金证券认为，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，2025年将迎放量，带动产业迈向商业化。
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