港股异动 | 氢能源概念股走高京城机电股份(00187)涨超15% 氢能政策持续利好促进全链发展

智通财经

May 20

智通财经APP获悉，氢能源概念股盘中拉升，截至发稿，京城机电股份(00187)涨7.6%，报4.67港元；新奥能源(02688)涨2.14%，报64.3港元；东方电气(01072)涨1.68%，报12.08港元；潍柴动力(02338)涨1.34%，报15.1港元。

消息面上，近日，北京市国资委党委委员、副主任贺昂率相关市管企业到大兴国际氢能示范区调研。调研组邀请北京清华工业开发研究院副院长朱德权围绕氢能产业的发展机遇做专题讲座。贺昂提出，市管企业要高度重视氢能产业的战略地位，以更大的力度、更有效的举措推动氢能产业高质量发展。下一步，要坚持统筹谋划，将氢能产业作为“十五五”规划研究的重点方向，把握制、储、运、加产业链条上的重点领域、关键环节，加快培育具有产品创新力、市场竞争力、行业引领力的领军企业。

长江证券指出，鉴于我国持续颁布的氢能源利好政策，氢能产业持续发展。上游电解槽招标项目持续稳定增多，制氢技术有所突破，制氢投资力度加大，建议关注参与电解槽招投标的公司；中游加快氢能输用发展，持续建设氢能产线，建议关注具备输氢能力的企业；下游氢能探索多场景应用，促进氢能交通推广，建议关注氢车应用领域的企业。

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