公司股价表现 - 公司股价年初至今暴跌39%，表现逊于行业（下跌7%）和标普500指数（上涨1.8%）[1] - 同行FuelCell Energy和Bloom Energy同期分别下跌30.1%和微涨0.1%[1] - 公司股价目前位于50日均线之上但低于200日均线[4] 财务与运营状况 - 第一季度收入同比增长11.1%至1.337亿美元，主要得益于电解槽销售增长和物料搬运需求[7][16] - 第一季度毛利率为-55%，较去年同期的-132%有所改善[11][17] - 经营现金流出从去年同期的1.677亿美元降至1.056亿美元，现金消耗率同比下降50%[7][11][18] - 通过股权融资获得2.675亿美元净收益，2024年累计融资8.579亿美元[12] 业务挑战 - 氢能基础设施销售收入下滑，氢能站点安装数量从2024年的52个骤减至2025年第一季度的1个[9][10] - GenDrive、GenSure备用电源、低温存储设备等核心产品销售疲软[9] - 面临FuelCell Energy和Bloom Energy等竞争对手压力[13] 长期发展潜力 - 绿色氢能市场规模预计2030年达300亿美元[14] - 公司拥有美国最大质子交换膜(PEM)电解槽制造工厂，并完成佐治亚州最大液态氢生产设施部署[15][16] - 启动"量子飞跃"项目，目标实现年化2亿美元成本节约[18] 估值与预期 - 公司远期市盈率为-2.57倍，低于行业平均23.05倍[20] - 第二季度和2025年每股亏损预期在过去30天内有所改善[19]

First Hydrogen Corp. Provides Update on Canada Postal Negotiations and Voting at the Company's 2025 Annual General MeetingJune 12, 2025 7:10 PM EDT | Source: First Hydrogen Corp.Vancouver, British Columbia--(Newsfile Corp. - June 12, 2025) - First Hydrogen Corp. (TSXV: FHYD) (OTC Pink: FHYDF) (FSE: FIT) ("FIRST HYDROGEN" or the "Company")  advises shareholders that due to the ongoing Canada Postal negotiations, and the proxy cut-off time of 10 o'clock a.m. Pacific Time on Wednesday, July 16, 2 ...

North America Equity Research 27 May 2025 J P M O R G A N Clean Tech What's Next for the Clean Hydrogen Landscape? We hosted Jay Munster, Principal at Clean Epic Advising and former Head of Analysis at the U.S. Department of Energy, for a discussion on the clean hydrogen outlook given several policy and macro headwinds that continue to unfold. Our key takeaways include: The recent passage of the House's Reconciliation Bill has introduced a wave of uncertainty in the green hydrogen sector. The bill would acc ...