氫能板塊再度走強 雪人股份(002639.SZ)四連板
格隆匯4月9日丨氫能板塊再度走強,雪人股份4連板,鴻達興業漲停,厚普股份漲超9%,美錦能源、富瑞特裝漲超7%,雄韜股份、大洋機電等紛紛跟漲。近期氫能產業熱度上漲,光伏龍頭隆基股份日前宣佈入局氫能,備受業界關注。雪人股份於4月7日晚發佈公吿稱,正在籌劃非公開發行股票事項,募集資金擬用於公司氫能領域相關產業商業化項目,公司股票4月8日開盤即再度漲停,走出三連板。近年來長城汽車、濰柴動力等造車企業也爭相加碼氫能產業,推動氫能源商業化。中信證券研報指出,在“碳中和”政策的推動下,氫能或逐步走上能源舞台,預計到2050年氫能需求量或超過1.8億噸,需求擴張有望接近8倍。

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