"Hydrogen energy" is coming, and the five core leaders of A-shares may break out again (list).
The hydrogen energy sector, which has been heating up frequently, is mainly the fermentation of the news side.
Originally, the hydrogen energy sector has been at the very bottom of the position, after a long-term adjustment, in the bottom of the plate, even if there is no good catalyst, it is going to enter the first trend, once there is a good catalyst, it will naturally be more ferocious.
Message Side:The "Notice on Accelerating the Development of the Hydrogen Energy Industry" was jointly issued, which clearly proposed to allow the construction of hydrogen production projects and hydrogen production stations from water electrolysis of renewable energy such as solar energy and wind energy outside chemical parks.
In addition, the importance of green hydrogen is increasing in the process of promoting the "dual carbon" goal. Although the economics of green hydrogen have not yet been fully revealed, the trend of carbon reduction and the continuous exploration of green hydrogen business models are expected to gradually help the industrialization of green hydrogen.
Under this trend, we believe that many positive changes in the industrial chain are taking place:
1) The successive commissioning of green hydrogen projects is expected to optimize the mode of hydrogen production from renewable energy, help reduce the cost of green hydrogen, and form a virtuous cycle with the expansion of electrolyzer demand; 2) The green methanol market is launched, and it is recommended to pay attention to new supply-side enterprises;
Does this mean that the era of hydrogen has begun?
The reason why there are traces of the outbreak of this plate is that at the beginning of this year, hydrogen energy had a certain performance, but then it quickly declined, and at that time it was mainly because of the volume of electrolyzers.
As we all know, electrolyzers are the key to hydrogen production, and this part of the volume means that the demand increases.
From the perspective of chip structure, since the end of 21, the entire hydrogen energy sector has been in a long-term process of killing, and institutions have not been deeply involved in this sector before, so the pressure on chips is not heavy, so it will be favored by funds.
Therefore, after an in-depth review, Brother Tuo has excavated the "5 core leaders of "hydrogen energy", the last of which is expected to lead the market wave, let's take a look!
1. Sichuan Jinding
Improve the company's strategic layout in the hydrogen energy industry chain and accelerate the construction of green cities. Through business expansion in the field of hydrogen energy, it has opened up business areas including energy supply, technical energy storage, and diversified energy supplementation.
2. Houpu shares
The leading domestic refueling equipment has the ability to deliver in batches in the construction of hydrogen refueling stations; The self-developed hydrogen fuel cell electric vehicle hydrogen refueling gun and hydrogen refueling mass flow meter have broken the international monopoly and achieved import substitution.
3. Qilu Huaxin
The company actively adjusts the product structure, increases the investment in adsorbent products for the hydrogen energy industry, and at the same time lays out the high-end petrochemical catalyst product market, extends the industrial chain and expands the product market, so as to ensure the steady growth of benefits.
4. Xinjin Power
The company has the R&D, design, manufacturing and maintenance capabilities of compressors, expanders, pressure vessels, etc. in the hydrogen energy industry chain.
5. Brother Tuo's most optimistic one is expected to go from 10 yuan to 58 yuan!
Clause.
1. In the field of hydrogen energy, the company will focus on the R&D and production of core components of fuel cells, and join hands with top domestic experts and colleges to build a leading enterprise in the domestic hydrogen energy industry chain.
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Second, the company's total market value is less than 5 billion, the bottom of the price limit is launched, and more than 50 institutions hold heavy positions, which is expected to get out of the trend of air refueling.
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3. From the point of view of technical signal indicators, the second board breaks through the annual pressure level and stands, and the main force is strong, which is expected to be from 11 yuan to 58 yuan.
Risk Warning: The views mentioned in this article only represent personal opinions, and the subject matter involved is not recommended. ##