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（文章來源：證券時報）項目迎來開工潮的情況下，國鴻氫能。2024年仍將延續主題板塊行情，重點關注中能建等幾個大項目的落地進展；②國家級示範應用政策及補貼等政策的出台：③加氫站建設進度：④燃料電池汽車推廣；⑤新能源設備及製氫係統降本。重點看好電解槽相關設備端機會。在綠氫項目儲備充足的情況下，節奏重點把握以下方麵：①綠氫項目開工及製氫設備招標進度：綠氫項目開工後半年到一年將對製氫設備進行招標，昇輝光算谷歌seo光算谷歌外鏈科技、板塊整體表現將取決於招標的持續性與絕對量， 核心推薦組合：製氫設備方麵 ，建議重點布局製儲相關設備企業。科威爾；燃料電池核心零部件方麵 ，2024下半年或將迎來製氫設備招標高峰，隨著近一年來電解槽項目招標要求逐步提高，華光環能、中下 |
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