A股異動丨雄韜股份大漲6.17% 中國氫能無人機飛行時間破世界紀錄
格隆匯2月10日丨雄韜股份(002733.SZ)大漲6.17%,報24.94元,總市值87億元。

據悉,北京“新研創能”研發了一款六旋翼氫燃料電池無人機,不間斷飛行331分鐘,打破世界紀錄。這也意味着中國的氫燃料電池在一些關鍵指標上躋身世界前列。目前,我國氫燃料電池行業有較大的增量,處在行業上升階段:政策自上而下支持,技術達到產業化條件,企業加快佈局速度,產業鏈國產化進程開啟,資本市場投融資熱度持續上升。
中泰證券研報認為,氫能源佔比預計持續提升,燃料電池汽車為高效利用氫能的重要途徑,各國政策相繼落地、產業佈局加速推進;國內企業在產業鏈上下游均有佈局,隨着燃料電池成本下降、加氫設施配套完善, FCV產量快速提升將為制氫、加氫、電堆及零部件、燃料電池整車等環節帶來廣闊需求空間。
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