燃料電池板塊走強 凱龍股份(002783.SZ)漲停
格隆匯12月3日丨燃料電池板塊拉昇走強,凱龍股份漲停,雄韜股份漲超4%,全柴動力、中材科技、德威新材、中鋼天源等紛紛走強。

消息上,工信部就《新能源汽車產業發展規劃(2021-2035年)》(徵求意見稿)公開徵求意見。其中提到,有序推進氫燃料供給體系建設。推進加氫基礎設施建設。完善加氫基礎設施立項、審批、建設、驗收、投運等環節的管理規範。引導企業根據氫燃料供給、消費需求合理佈局加氫基礎設施。支持利用現有場地和設施,開展油、氣、氫、電綜合供給服務。支持有條件的地區開展燃料電池汽車商業化示範運行。
《意見稿》提出,實施新能源汽車基礎技術提升工程,突破車規級芯片、車載操作系統、新型電子電氣架構、高效高密度驅動電機系統等關鍵技術和產品,攻克氫能儲運、加氫站、車載儲氫等氫燃料電池汽車應用支撐技術,開展高性能鋁鎂合金、纖維增強複合材料等車輛輕量化關鍵材料產業化應用。
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