智通财经APP获悉，氢能概念股延续近期涨势，截至发稿，京城机电股份(00187)涨15.29%，报4.75港元；中集安瑞科(03899)涨4.42%，报12.28港元；上海电气(02727)涨2.64%，报4.27港元。
消息面上，1月30日，国家能源局举行新闻发布会。国金证券指出，氢能被司局级官员累计提及33次，成为核心关键词。发布会系统总结了“十四五”氢能产业从规划到试点、标准建设的“有序破局”，并定调“十五五”：将氢能明确为“未来国家能源体系的重要组成部分”和必须培育的“新的经济增长点”。
此外，氢能海外供应链宣布扩产，BE系统产能或将超预期上修。BE的Hotbox核心供应商MTAR，25年业绩电话会内宣布扩产，26/27年分别提升至1.2/2万台，同比25年的8000台（未满产）产能增长50/150%。BE财报电话会指引或超预期，带来产业链上机会。
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