港股异动 | 亿华通(02402)涨超7% 参与大规模风氢融合项目EPC招标 推动燃料电池汽车大规模应用

智通财经
Sep 29, 2025

智通财经APP获悉,亿华通(02402)涨超7%,截至发稿,涨7.63%,报29.64港元,成交额7155.79万港元。

消息面上,据中证网报道,近日,张家口市风氢一体化源网荷储综合示范工程项目(一期)制氢部分EPC总承包启动招标。根据招标公告,项目位于张家口市张北县张北镇,建设规模包括1.6万Nm³/h制氢系统、0.8万Nm³氢储能系统以及40兆瓦氢燃料电池发电系统,该项目是河北省首个大规模风氢融合项目。项目由亿华通间接持股公司河北国创氢能科技有限公司牵头实施,旨在通过可再生能源离网制氢,降低绿氢生产成本,推动燃料电池汽车大规模应用。

报道指出,随着氢能产业进入快速发展期,燃料电池系统成本近年来已显著下降。在国家和地方政策奖励的支持下,燃料电池整车的购置成本已逐步接近市场化推广门槛。然而,氢气供应尤其是绿氢价格偏高仍是制约产业规模化发展的关键瓶颈。此次启动的示范项目,正是针对这一痛点展开探索。根据初步测算,项目达产后,绿电制氢成本有望降至18元/kg以内,将为燃料电池汽车的大规模推广应用提供有力支持,也为我国氢能产业构建了可持续、可复制的经济发展模式。

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