Guotai Junan Securities: Renewable Energy Consumption Policy Introduced, Green Hydrogen Ammonia Industry Welcomes New Opportunity Period

Zhitong
2025.10.15 03:48
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Guotai Junan Securities released a research report pointing out that the national promotion of renewable energy non-electric consumption policies has brought new opportunities for the green hydrogen and ammonia industry. The new policy will include renewable energy non-electric consumption in mandatory assessments, clearly defining green hydrogen and ammonia as compliant pathways, and promoting the development of related enterprises in the industry chain. It is recommended to pay attention to Goldwind, Windey, Sany Renewable Energy, Hopewind, and China Huadian Corporation