According to reports, the “2025 Second Hydrogen Industry Conference (CHIF2nd)” was held on October 10 in Shanghai. The conference aimed to gather global experts and insights in the hydrogen energy sector to explore the latest development trends, technological challenges, and solutions within the industry, fostering communication and collaboration to promote high-quality growth in the hydrogen sector.
Guotai Junan pointed out that from the perspective of reducing carbon dioxide emissions, hydrogen energy will become a vital tool for emissions reduction in the industrial sector, making it key to the energy transition. As a result, the capital market’s attention is increasingly shifting towards the hydrogen sector. However, the hydrogen supply chain encompasses upstream hydrogen production, midstream storage and transportation, and downstream applications, covering a wide range of sub-fields. Currently, there are nearly one hundred listed companies in the A-share market involved in hydrogen energy. While the long-term outlook for hydrogen energy is promising, the journey ahead may be fraught with challenges. Therefore, the ability to endure until the industry experiences its breakthrough will be crucial. Companies that have stable core operations, compatible corporate genetics, or strong support from shareholders and local governments are likely to possess a competitive edge.
Huayuan Securities noted that given the current context of declining electricity prices, rising carbon prices, supportive policies, and increasing orders for green fuels, the commencement rate of green hydrogen projects is expected to gradually improve. The upstream electrolyzer industry may begin to move past its “internal competition” phase, highlighting the importance of focusing on companies related to electrolyzers such as Huaneng Keji and Hua Guang Huaneng. Additionally, the economic viability of downstream green hydrogen, green ammonia, and green methanol projects is anticipated to improve over time, suggesting a focus on hydrogen-based energy operators like Jidian Co., Ltd.. As the cost of green hydrogen decreases, its penetration in transportation and industrial sectors is expected to rise, making it advisable to monitor fuel cell-related companies such as Guohong Hydrogen Energy, Guofu Hydrogen Energy, and Revolution Energy.
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