燃料電池板塊再度走強 新補貼政策“呼之欲出” 行業將迎來快速發展
格隆匯9月18日丨燃料電池板塊再度走強,厚普股份漲停,蠡湖股份大漲超13%,南都電源、富瑞特裝、深冷股份、億華通等集體走高。近日,燃料電池汽車示範城市申報已啟動,包括上海、北京、山東等多地已明確申報或出台申報方案。多位業內人士表示,隨着申報工作啟動,燃料電池“十城千輛”正式文件出台已進入倒計時。機構指出,目前燃料電池汽車還處於推廣初期,離不開政策補貼支持。上半年受疫情影響國家財政壓力較大、且部分企業停工停產,因而產銷量大幅下滑。近期多地政府加大了對燃料電池產業的扶持力度,新的補貼政策也“呼之欲出”,燃料電池汽車的產銷量有望逐步恢復並提升。未來隨着政策不斷加碼和大規模商業化應用不斷落地,氫燃料電池將迎來快速發展。

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