中國電建(601669.SH)一度逼近漲停 受益北京氫能產業發展實施方案
格隆匯8月17日丨中國電建(601669.SH)跳空高開超6%,盤初拉昇一度逼近漲停,市值達887億元。北京市經濟和信息化局昨日印發《北京市氫能產業發展實施方案(2021-2025年)》。方案以冬奧會和冬殘奧會重大示範工程為依託,實現氫能技術創新“從1到10”的跨越,京津冀區域規劃2023年前累計實現產業鏈產業規模突破500億元,2025年前累計突破1000億元。國信證券稱,冬奧會以及京津冀協同一體化佈局政策,吹響了氫能產業創新與商業化應用規模爆發的集結號,建議關注氫能全產業未來的技術發展和商業應用。其中重點推薦了電力建設龍頭中國電建。

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