According to the Huatai Securities Research Report, in the context of green transformation and high fossil energy prices, the difficulty of making green fuels affordable continues to decline, and the transformation demand in the non-electricity sector is expected to develop by leaps and bounds in the next few years. China's low-cost green electricity and abundant biomass resources may have enabled domestic enterprises to have an advantage in this industry chain for a long time. According to Huatai Securities estimates, the country's demand for green hydrogen may exceed 6 million tons in 2030, demand for biomass may approach the usable ceiling of 300 million tons, and the value of green electricity and biomass raw materials is imminent. I am optimistic about the card advantages of related companies and companies that use the stock resource ratio to advance military green fuel.

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