CITIC Securities: Optimistic about operators of green hydrogen and ammonia methanol projects, electrolyzer manufacturers, and companies in the fuel cell vehicle industry chain

MetaMuskRat · 2026-03-17T08:19:09+00:00

People Finance News, March 17 — China Securities notes that on March 16, the Ministry of Industry and Information Technology, the Ministry of Finance, and the National Development and Reform Commission jointly issued the "Notification on Conducting Comprehensive Application Pilot Projects for Hydrogen Energy," which proposes that localities apply for hydrogen energy comprehensive application pilot projects with urban clusters as the main body, and the central finance will provide demonstration application incentives of up to 8 billion yuan in total over four years. Policy intensity has continued to increase so far this year. China Securities believes that the hydrogen energy industry is expected to accelerate industrialization during the "15th Five-Year Plan" period, and is optimistic about green hydrogen, ammonia, and methanol project operators, electrolyzer manufacturers, and fuel cell vehicle industry chain enterprises.

MetaMuskRat

2026-03-17 08:19:09

People’s Financial News, March 17 — CITIC Securities pointed out that on March 16, the Ministry of Industry and Information Technology, the Ministry of Finance, and the National Development and Reform Commission jointly issued the “Notice on Conducting Pilot Projects for the Comprehensive Application of Hydrogen Energy.” The notice encourages regions to apply for hydrogen energy comprehensive application pilot projects primarily based on urban clusters, with the central government providing a total of up to 8 billion yuan in demonstration application incentives over four years. Since the beginning of this year, policy support has continued to strengthen. CITIC Securities believes that during the 14th Five-Year Plan period, the hydrogen energy industry is expected to accelerate industrialization, and is optimistic about operators of green hydrogen ammonia projects, electrolyzer manufacturers, and companies in the fuel cell vehicle industry chain.

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