| Ʒ Ư ũ(valuewalk.com) 2023 10 16 Դϴ. ֽĿ ǰ Դϴ. Ǵܿ å ο ֽϴ.
뿡 2020 10 ̴. ̱ ÷̼ (IRA) ģ ʾ ϱ ߰, ̹ ģȯ ٰ ִ. ̱ ĶϾֺ ֱ Ư Ǵ "" ִ. , װ ֱ ʴ δ.
ó ̱ ü ִ , â Ʈ ؾ ̴. , ڴ ڽ Ʈ ֽ Ӱ , ǻ (FuelCell Energy: NASDAQ--FCEL) (Bloom Energy: NYSE--BE) м(due diligence) ̴.
ι ְ ū ֽ ֽ ִ. û 丮 ϴ ڶ, ֽ 2020 10 ż- Ѵ.
÷ Ŀ(Plug Power) Ʈ
û Ѻôٸ, Ⱑ丮(Gigafactory) ϴ Ŵ 忡 ̴. , ̱ Ⱑ丮 Ǽϰ ִ û ƴϴ.
忡 θ ÷ Ŀ(Plug Power: NASDAQ--PLUG) Ⱑ丮 ˷ ϰ ִ. ÷ Ŀ Ŵ 忡 "(electrolyzers) , û ÷Ʈ " ̶ ߴ. ȹ ưٸ, ÷ Ŀ Ⱑ丮 "2025 500 ȭ ûҸ ϰ "̴.
÷ Ŀ Ⱑ丮 Ʈ ϱ ƹ͵ ͵ ƴϴ. Ե, ÷ Ŀ ̹ "6 ̻ ý۰ 180 ̻ Ҹ ġ߰," θ "ȭ ִ " ϰ ִ.
ǻ Դ ̾ , ÷ Ŀ ̱ ŷ(hydrogen king)̶ ִ. ÷ Ŀ Ϲ ģȯ Ұӵ(green hydrogen highway) ϰ ȹ̶ ߽ ȹ ִ. ÷ Ŀ ֽ 2021 , 7 ݿ ŷǰ ִ.
÷ Ŀ
÷ Ŀ żϴ ƴ . ּ ֳθƮ ÷ Ŀ ִ. ü ϸ, HSBC ֳθƮ ǥ 11 ż õ ÷ Ŀ ߴ. 11 ǥ ְ ɼ ִ ̴.
HSBC ֳθƮ ÷̼ ݿ dz ϰ ִٰ ϸ鼭, 츮 ̱ һ 80 3(2024-2026) ִ١ ߴ.
HSBC ֳθƮ ̷ ȯ ӿ ̱ û ϰ ִ ÷ Ŀ ִٴ ǹѴٰ ߴ. ÷ Ŀ ϰ ִ ֳθƮ 61% ż ǰ ± , HSBC ÷ Ŀ ġ ƴ϶ ִ.
߽ ǥ
÷ Ŀ ֱ 忡 ִ ڽ Ÿ(Vista) 忡 5ȸ ÷ (Plug Symposium) ߴ. 翡 ÷ Ŀ ġ ȸϴ ǥ ǥߴ.
ƮƮ 2027 ÷ Ŀ 55 , 16 ϰ , ÷ Ŀ 2027 60 , 19 ̶ ǥߴ.
÷ Ŀ 2030 200 â ǥ ϰ ִ. ƮƮ ġ ̿ ũ ٸ , ÷ Ŀ ǥ ߽ ̶ ִ.
̷ ǥ ǥ ÷ Ŀ ְ ߴ. ûһ Ϸ ÷ Ŀ ߸ Ȯε δ.
ұϰ, ڵ ÷ Ŀ ߸ ְ--60 Ѿ 2021 ͵ --2022 ǵ ټ ð ɸ ִ. ڵ ÷ Ŀ м ϰ, ǰ ñδ ģ Ѵٴ ÷ Ŀ γ ִ 10 Ѵ. <>
* ó: ̺ Ƶ(David Moadel), ĮϽƮ, "One Hydrogen Stock For the Next Decade, Consider This" 2023 10 16, https://www.valuewalk.com/one-hydrogen-stock-for-the-next-decade/
2025 ̱ 뼱, 2024 ̱ Ȱ ϸ ̵ IRA ģȯå ӿΰ Ȯȭ ,
ģȯ ҿ ⺻ ؾ õ
ġ ' Ǵ å ο ֽϴ' ϸ åӿ ο ־ ڽϴ.