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

2026-03-17 04:47:10

Ask AI: How can hydrogen energy pilot policies accelerate the reduction of industry chain costs?

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 Comprehensive Hydrogen Energy Applications,” proposing that localities apply for hydrogen energy comprehensive application pilot projects mainly through urban clusters, with the central government providing a total of up to 8 billion yuan in demonstration application rewards over four years. Since the beginning of this year, policy efforts have continued to intensify. CITIC Securities believes that during the 14th Five-Year Plan, the hydrogen energy industry is expected to see accelerated industrialization, with a positive outlook for operators of green hydrogen ammonia projects, electrolyzer manufacturers, and fuel cell vehicle industry chain companies.

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