MIIT proposed moderately advanced layout of hydrogen energy storage technology, which is expected to inject new development momentum into the industry.
①The Ministry of Industry and Information Technology publicly solicits opinions on the action plan for the high-quality development of the new energy storage manufacturing industry (draft for soliciting opinions). The draft proposes to appropriately plan ahead for hydrogen storage and other ultra-long-term energy storage technologies. ②huaan Securities pointed out that in the first half of the year, the progress of green hydrogen projects has been continuous. Looking forward to the second half of the year, with the frequent introduction of green hydrogen support policies in many places, the demand for electrolyzer bidding will double.
It is expected that relevant national authorities will establish a low-altitude economic regulatory bureau.
①The establishment decision has been approved, and the new bureau is currently in preparation; ② The low-altitude economy set up a dedicated bureau, which can better coordinate resources at all levels to promote industrial development.
Witness history! The sse composite index surged by 10%! All A-share brokerages hit the limit up! Semiconductors almost all hit the limit up.
After the National Day holiday, the A-share king is back!
Kulight Technology has reduced the salaries of multiple senior executives by up to 30%. The company incurred a loss of over 28 million yuan in the first half of the year.
①Liu Xingsheng, chairman and general manager of Kuguan Technology, and some directors and management personnel (including foreign nationals) have voluntarily applied for a salary reduction; ②Since the beginning of this year, many A-share listed company executives have voluntarily reduced their salaries to seek sustainable development of the company.
Guangguang Electric: Significant increase in orders for core components of electric propulsion, with potential risks of delay in investment projects | Direct hit on earnings conference
①The core components of electric propulsion have been successfully applied in manned spaceflight projects, low-orbit satellites, and other fields, with various models entering the engineering application stage. Currently, some products have entered the mass sales stage; ②The company's key equipment and components for nuclear industry have been recognized by customers and are gradually achieving mass production and delivery.
The number of tenders in the first three months has surpassed that of last year, commercial riders and hydrogen vehicles were “launched as soon as possible”
① According to incomplete statistics from public information, in just three months since 2024, the number of tenders for hydrogen vehicles has reached 2,744, which is more than the whole of last year. ② Qu Fang, an investment advisor at Wanlian Securities, said. “Previously, due to cost issues, the large-scale implementation of hydrogen vehicles was slow. However, in the past two years, fueled by factors such as policy impetus and technological breakthroughs, the commercialization process of hydrogen energy vehicles has been accelerating.”