港股异动 | 重塑能源(02570)午后涨超4% 燃料电池汽车放量确定性增强公司为燃料电池龙头

智通财经网12-18

智通财经APP获悉，重塑能源(02570)午后涨超4%，截至发稿，涨3.36%，报69.15港元，成交额6636.14万港元。

中金表示，燃料电池处于快速技术进步与降本阶段，预计2028年后燃料电池重卡全生命周期成本有望逐步平价。重塑能源作为燃料电池龙头，拓展重卡、离网超充桩等市场化应用，远期具备较大发展潜力。后续潜在催化剂包括：国家出台氢能支持政策，燃料电池行业销量放量。

国金证券发布研报称，上游制氢端开始大规模供应，加氢站数量提升，产业链配套实现逐步到位。此外，针对性政策的不断落地也将加速落地进程，免除高速公路费用将加速燃料电池重卡应用和经济性显现，带来燃料电池汽车放量确定性增强，从而驱动板块景气度回暖，并且相关燃料电池头部企业均上市，开始形成板块效应。

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