燃料電池概念多股表現活躍，四部委助力燃料電池汽車產業利好發展
4月24日，燃料電池概念股拉昇明顯，其中，截止到目前，金通靈、全柴動力、漢纜股份漲停，紅陽能源強勢封板，德威新材、美錦能源、宇通客車、雄韜股份等紛紛跟漲。
燃料電池概念走勢
來源於：Wind
而這一走勢或將受到此前政策釋放的消息利好。
昨日，財政部、工業和信息化部、科技部、發展改革委發佈了關於完善新能源汽車推廣應用財政補貼政策（以下簡稱“政策”）的通知。
其中，《政策》提出要調整補貼方式，開展燃料電池汽車示範應用。將當前對燃料電池汽車的購置補貼，調整為選擇有基礎、有積極性、有特色的城市或區域，重點圍繞關鍵零部件的技術攻關和產業化應用開展示範，中央財政將採取“以獎代補”方式對示範城市給予獎勵（有關通知另行發佈）。爭取通過4年左右時間，建立氫能和燃料電池汽車產業鏈，關鍵核心技術取得突破，形成佈局合理、協同發展的良好局面。
如今在新能源汽車迎上風口之時，燃料電池汽車也受到企業的看好，不斷提速發展，或將成為全球汽車市場增速最快的細分領域，進而也為燃料電池市場帶來了發展助力。
“預計2030年全球燃料電池市場規模或將達到約4兆9275億日元（約合人民幣3042億元），比2017年增長28倍。其中，亞洲燃料電池市場規模約為2兆1301億日元（約合人民幣1317億元），比2017年增長49.8倍。”——日本富士經濟調查會社發佈《燃料電池相關技術及市場未來展望（2018年版）》
從市場行情來看，2019年我國氫燃料電池裝機量為128.06MW，同比增長140.49%，其中，2019年我國氫燃料電池系統裝機量前五主要為上海重塑、億華通、清能股份、國鴻重塑、新源動力（佔2019年我國氫燃料電池裝機量的79%）；且2019年我國共生產氫燃料電池汽車3018輛(合格證數據)，同比增長86.41%。
或受到疫情影響，根據中汽協數據，2020年一季度燃料電池汽車產銷分別完成了183台和207台，同比下降約19.7%和7.2%。
目前燃料電池汽車產業處於發展導入階段，而後期或將在行業和政策的雙重支撐之下不斷得到深化佈局，進一步加快創新升級的步伐。
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