燃料電池板塊走強 大洋電機、雪人股份漲停
格隆匯11月25日丨燃料電池板塊繼續走強,大洋機電、雪人股份先後封板,雄韜股份漲超7%,美錦能源、厚普股份、全柴動力等紛紛跟漲。國金證券近日發佈研報建議關注燃料電池即將到來的一輪行情,燃料電池所用的氫氣價格15-45元/kg,如果使用範圍很大成本可以做到很低。目前政策逐漸明朗之餘,燃料電池的成本有望超預期地快速下降。國金觀點判斷,從現在開始到明年一季度,燃料電池即將迎來繼2019年以來最大的一輪行情。拉長看五年,燃料電池完全有望做到十萬台裝車,產業規模最終與鋰電同等量級甚至更大,龍頭企業市值過千億。

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