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郭家耀: 港股20天線找到支持 氫能規劃推動可再生能源需求
安里資產管理董事總經理郭家耀稱,美股周一(28日)先跌後反彈,油價顯著回吐,美長短期債息出現倒掛,觸發市場對經濟衰退的憂慮,道指早段一度跌幅超過300點,其後由跌轉升,三大指數均錄得升幅收市。美元走勢向好,美國十年期債息回落至2.46厘水平,油價顯著回落,金價走勢向下。港股預託證券大致向好,預料大市早段跟隨高開。 內地股市先跌後回穩,滬綜指低開高走,收市上升0.1%,滬深兩市成交額進一步縮減。 港股昨日表現向上,新經濟股在業績消息帶動向好,指數在20天線水平找到支持。投資者繼續觀望外圍消息,以及內地政策去向,短期指數繼續於21,000至22,000點水平徘徊。 另發改委日前出台氫能產業發展中長期規劃(2021至2035年),目標至2025年,燃料電池車輛保有量約5萬輛,部署建設一批加氫站;可再生能源製氫量達到每年10萬噸至20萬噸,成為新增氫能消費的重要組成部分。發改委指出,要重點發展可再生能源製氫,嚴格控制化石能源製氫。合理把握產業發展進度,避免無序競爭,有序推進氫能基礎設施建設。規劃目標,到2025年,形成較為完善的氫能產業發展制度政策環境,產業創新能力顯著提高,基本掌握核心技術和製造工藝;到2030年,形成較為完備的氫能產業技術創新體系;到2035年,形成氫能產業體系,構建涵蓋交通、儲能、工業等領域的多元氫能應用生態。 規劃顯示,中國是全球最大製氫國,年制氫產量約3,300萬噸,其中,達到工業氫氣質量標準的約1,200萬噸。但相較於國際先進水平,仍存在產業創新能力不強、技術裝備水平不高,產業發展形態和發展路徑尚需進一步探索等問題和挑戰。今次是中央第一個國家級的氫能長期發展規劃,為內地氫能商業化提供清晰路徑。由於氫能擁有高能量密度、可儲存和無碳的特性,預計在中國的減碳和能源轉型中發揮重要作用,作為工業燃料、重型運輸和季節性儲存,氫能的發展將進一步推動對可再生能源的需求,可密切注視相關發展及投資機會。 (筆者為證監會持牌人,沒持有上述股份)~
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