在“双碳”目标推动下,氢能产业正经历结构性调整的阵痛期。近日,中石化、亿华通、国鸿氢能、国富氢能、隆基绿能、重塑能源等15家氢能上市公司陆续公布2024年度业绩。2024年,中国石化以140余座加氢站的全球最大运营规模,首次实现部分站点盈利,成为行业标志性突破。依托覆盖六大氢走廊的立体网络及3万座加油站的协同优势,中石化在负荷率与毛利提升中探索出商业化路径。然而,产业链上下游却呈现“冰火两重天”:...
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