Huatai Securities: Under the resonance of domestic and international policies, hydrogen energy may迎来 a nonlinear growth inflection point

People’s Financial News, March 12 — Huatai Securities research report states that the 2026 government work report will propose “cultivating new growth points such as hydrogen energy and green fuels.” The 14th Five-Year Plan will also elevate hydrogen energy to a “future industry” strategic level. Additionally, global shipping and aviation carbon emission control policies are gradually tightening. Under the resonance of domestic and international policies, hydrogen energy may迎来 a nonlinear growth inflection point. With the increasing demand for green hydrogen, domestic project operators, hydrogen ammonia and alcohol equipment suppliers, and electrolyzer suppliers are expected to benefit.

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