
The hydrogen energy sector welcomes new benefits, with multiple concept stocks heavily invested by funds
The National Energy Administration issued a notice on "Organizing Hydrogen Energy Pilot Work in the Energy Sector," which mentioned that the National Energy Administration will select certain projects and regions to carry out hydrogen energy pilot work, further promote innovative hydrogen energy management models, explore diversified paths for hydrogen energy industry development, and form replicable and promotable experiences to support the full chain development of hydrogen energy "production, storage, transportation, and utilization." According to statistics, there are nearly 60 hydrogen energy concept stocks in the A-share market, including large-cap companies such as SAIC Motor Corporation, Weichai Power, Baofeng Energy, and LONGi Green Energy. Many concept stocks have attracted a cluster of fund investments. By the end of the first quarter, 15 hydrogen energy concept stocks had more than 10 fund products heavily invested in them, among which CCTC, YTCO, Satellite Chemical, LONGi Green Energy, and Weichai Power had over 100 heavily invested fund products. CCTC received heavy investment from 170 fund products, with a fund holding ratio of 9.56%. In terms of fund holding ratios, 12 stocks had fund holding ratios exceeding 3%, among which CCTC, YTCO, LONGi Green Energy, and Ice Wheel Environment had the highest fund holding ratios, all exceeding 8%

