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A股異動 | 燃料電池概念股表現活躍 氫燃料電池國家獎勵政策落地
格隆匯 09-23 13:34
格隆匯9月23日丨燃料電池概念股表現活躍,金通靈漲14.68%領漲,堅瑞沃能大漲13.13%,德威新材漲逾8%。9月21日,財政部等五部門發佈《關於開展燃料電池汽車示範應用的通知》,對今年開始的四年“示範期”的氫燃料電池支持政策進行了初步明確,主要特點是以獎代補、地方主導、分區推廣與全產業鏈支持。 中信證券研報稱,燃料電池車示範政策靴子落地,補貼額度超預期。從利潤彈性角度我們認為具有電堆、膜電極自主技術的系統廠商受益最大。

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