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氫能板塊繼續走強 光伏龍頭佈局氫能產業鏈
格隆匯 04-07 09:42
格隆匯4月7日丨氫能板塊繼續走強,雪人股份開盤一字漲停,厚普股份等漲13%,富瑞特裝、美錦能源漲超6%,雄韜股份、凱美特氣等跟漲。近日,隆基股份通過全資子公司隆基綠能創投,與上海朱雀投資合資成立西安隆基氫能科技有限公司,註冊資本金3億元。這是隆基入股森特,強勢佈局BIPV之後的又一大動作。在碳中和及風光平價的趨勢下,可再生能源電解制氫有望成為最主要的制氫方式,市場前景廣闊。業內人士表示,氫能已經成為應對氣候變化、建設脱碳社會的重要能源。歐、美、日、韓等發達國家紛紛制定氫能路線圖,加快推進氫能產業技術研發和產業化佈局。氫能產業已成為我國能源戰略佈局的重要組成。

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