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Cowell (688551.SH) announced first-quarter results, net profit of 18.33 million yuan, a year-on-year decrease of 17.05%
Cowell (688551.SH) disclosed its report for the first quarter of 2024. The company achieved revenue of 1.11 during the reporting period...
SDIC Securities: The energy attributes of hydrogen energy are expected to further clarify the two clues surrounding industry investment
SDIC Securities released a research report saying that the municipal level has now partially introduced direct green hydrogen subsidies or electricity price support policies, and it is expected that the latter will take further action. Currently, China's hydrogen energy “1+N” policy system is gradually being improved. Industry investment follows one line of thought and two clues: one idea is to find high-certainty value incremental links. The two clues are the hydrogen production system and the storage and transportation process of connecting the hydrogen production site to the terminal for consumption. It is recommended to focus on petrochemical machinery (000852.SZ), Huaguang Huaneng (600475.SH), Seagull Co., Ltd. (603269.SH), Hewang Electric (603063.SH), Ke
Orient Securities: The hydrogen energy industry is expected to start a period of accelerated comprehensive development, and there are opportunities for two major cost reduction paths
The core constraint on large-scale application of green hydrogen is cost, along the two major cost reduction paths of reducing the cost of renewable energy power generation and reducing investment in electrolyzer equipment.
Guojin Securities: The promotion of fuel cell vehicles will be greatly accelerated, and core components will be the first to benefit from being driven by vehicle volume
With the approach of the first settlement point in 2025, the introduction of an initiative for high-speed hydrogen energy construction, the issuance of the first wave of subsidies, and the emergence of fuel cell commercial vehicle economics, the promotion of fuel cell vehicles will be greatly accelerated starting this year.
Guojin Securities: The hydrogen energy and fuel cell industry will enter a period of acceleration in volume in 24
In 2024, the hydrogen energy and fuel cell industry will enter a period of acceleration in volume. The implementation of fuel cell vehicles and green hydrogen projects will be greatly accelerated. Hydrogen energy and fuel cell manufacturing are currently the two main lines.
Hefei Kewell Power SystemLtd (SHSE:688551) Posted Healthy Earnings But There Are Some Other Factors To Be Aware Of
Hefei Kewell Power System Co.,Ltd. (SHSE:688551) announced strong profits, but the stock was stagnant. Our analysis suggests that this might be because shareholders have noticed some concerning under
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