【即将爆发！】电解槽招标潮来袭，燃料电池车回暖在即，这些公司有望受益

Electric power equipment industry is heating up with two major highlights. First, the release of centralized bidding for electrolytic cells, and second, the strong certainty of the recovery of fuel cell vehicles. The electrolytic cell orders for the 23-year green hydrogen project have already reached 902.55MW, with an additional 1.5-2GW expected for traditional applications. The demand for fuel cell vehicles saw a decline in Q3, but the strong certainty of a rebound in October has emerged. Keep an eye on high-elasticity targets such as Huadian Heavy Industries, Aerospace Engineering, Huaguang Energy, He Wang Electric, Cowell, and Yihua Tong.