节点：下游（终端消费/应用）位置：下游情绪：利好参考度：8/10
近日，2026氢能产业大会暨中国 Sichuan省氢能产业链供需对接会在成都举行，中国 Sichuan省经济和信息化厅于会上正式发布十大氢能应用场景，涵盖交通、工业、储能等多个领域，为中国 Sichuan氢能产业的场景化落地与供需对接搭建核心平台。
华泰证券研报分析，政策层面持续加码：2026年政府工作报告明确“培育氢能、绿色燃料等新增长点”，“十五五”规划将氢能提升至“未来产业”战略高度；全球维度上，船运、航空碳排管...海内外政策共振下氢能产业或迎来非线性增长拐点。研报预判，绿氢需求放量将驱动产业链价值释放，国内项目运营商、氢氨醇设备供应商、电解槽供应商等主体有望受益。
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