According to the Huatai Securities Research Report, the 2026 government work report proposed “cultivating new growth points such as hydrogen energy and green fuel,” and the “15th Five-Year Plan” will also raise hydrogen energy to a strategic level of “future industry”. In addition, global shipping and aviation carbon emission control policies have also been gradually tightened, and hydrogen energy may usher in a nonlinear growth inflection point under the resonance of domestic and foreign policies. Optimistic about the demand volume of green hydrogen, domestic project operators, hydroammonia alcohol equipment suppliers, and electrolyzer suppliers are expected to benefit.

According to the Huatai Securities Research Report, the 2026 government work report proposed “cultivating new growth points such as hydrogen energy and green fuel,” and the “15th Five-Year Plan” will also raise hydrogen energy to a strategic level of “future industry”. In addition, global shipping and aviation carbon emission control policies have also been gradually tightened, and hydrogen energy may usher in a nonlinear growth inflection point under the resonance of domestic and foreign policies. Optimistic about the demand volume of green hydrogen, domestic project operators, hydroammonia alcohol equipment suppliers, and electrolyzer suppliers are expected to benefit.