港股异动 | 国鸿氢能(09663)涨超5% 机构称国产化、规模化、一体化驱动维持龙头地位
国鸿氢能(09663)涨超5%，截至发稿，涨5.70%，报16.68港元，成交额408万港元。
据悉，公司2022年电堆出货行业第一，系统出货行业第二。膜电极自2020 年开始实现国产替代，采购商逐渐由巴拉德转向鸿基创能，膜电极产品实现国产替代，并逐渐规模化应用。截止至2022 年，中国氢燃料电池电堆市场规模为716.6MW，公司氢燃料电池电堆出货量为175 MW，占有24.4%的市场份额，位于行业第一。
国泰君安指出，公司氢燃料电池核心产品矩阵全面，满足多元化应用需求，实现由电堆转向系统的布局。伴随燃料电池电堆及系统23-27 年CAGR98%以上的增速，公司燃料电池核心产品矩阵全面，叠加国产化、规模化、一体化布局驱动，有望维持行业龙头地位，给予增持评级。
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