Shanghai Lingang explores the construction of the National Hydrogen Exchange Cleaning Hydrogen will participate in voluntary carbon reduction transactions

The 21st Century Business Herald reporter Li Dchangyu intern Zhang Xu Beijing reported that as an important part of my country's energy system construction, hydrogen energy is currently much more valued than the past.

On August 26, ten departments such as the Shanghai Development and Reform Commission jointly formulated the "Several Policies on Supporting the High -quality Development of the Hydrogen Energy Industry in the Lingang New Tel of China (Shanghai) Free Trade Zone" (hereinafter referred to as "Policy") Essence The aim of further promoting the development of the hydrogen energy industry in Shanghai, and supporting the new area of ​​Lingang New Area to accelerate the construction of a highland for the development of the hydrogen energy industry.

The "Policy" focuses on the five major support directions of technical research, industrial development, demonstration applications, infrastructure, and public platforms, strengthen policy innovation and first trial, and clearly propose support for domestic hydrogen energy leading enterprises, carbon trading professional platform institutions, etc. Jointly set up a unified and efficient hydrogen energy trading platform.

Among them, the "Policies" proposed that "exploring the construction of hydrogen trading platforms" is the most attractive market attention. Specifically, research and improvement of relevant policies and measures, standards, and methodology, exploring hydrogen transactions and green hydrogen transactions, price indexes, traceability certification, hydrogen energy storage participation in the power market and hydrogen energy carbon reduction market -oriented transaction mechanism, promote the production of clean hydrogen generated The emission reduction is included in the voluntary carbon emission reduction market transaction, and gradually explores the construction of a national hydrogen exchange.

In addition, the "Policy" also pointed out that it is necessary to rely on the China -Japan (Shanghai) local development cooperation demonstration zone to strengthen cooperation in high -end forums, foreign technical exchanges, infrastructure construction, and product development, and jointly build the world's leading zero -carbon -carbon energy park.

Explore the construction of a hydrogen trading platform

Under the "dual carbon" goal, decarbon has gradually become an important driving force for the development of hydrogen energy in my country. With the further development of my country's carbon trading market construction, relying on new energy energy saving carbon reduction has become an urgent need for high -carbon companies.

In March of this year, the National Development and Reform Commission and the Energy Administration jointly issued the "Medium Long-term Plan for the Development of the Hydrogen Energy Industry (2021-2035)". It is clear that hydrogen energy is an important part of the national energy system in the future. The important carrier is a key development direction of strategic emerging industries and future industries.

In exploring the measures for the construction of a hydrogen trading platform, the "Policy" clearly supports the establishment of a hydrogen energy trading platform, exploring hydrogen transactions and green hydrogen transactions, and hydrogen energy storage participation in the market -oriented transaction mechanism of the power market and hydrogen energy carbon reduction. From the perspective of the carbon market, as a kind of clean energy, the emission reduction benefits of cleaning hydrogen have significant emission reduction, and the emission reduction is considerable.

The carbon trading market is an important innovation that uses market mechanism to control and reduce greenhouse gas emissions and promote green and low -carbon development. In essence, the more important significance of the carbon trading market lies in the replacement of non -electrical fossil energy outside the power generation industry, such as chemical raw materials and steel mill coke. In these areas, electricity is difficult to replace, while hydrogen energy is the most promising alternative.

Nie Libin, deputy minister of the Shanghai Environmental Energy Exchange Business Innovation Department, stated in the article "The Development of Hydrogen Energy with the Carbon Market" that it published that in the context of the continuous optimization of the global carbon pricing system, the development of the hydrogen energy industry should be priced from carbon pricing pricing. Fully combine to achieve coordinated development of hydrocarbon. After the carbon market is launched, carbon transactions can not only promote the release of green hydrogen production capacity, but also help reduce the cost of green and hydrogen. In the long run, it will give full play to the role of the market mechanism and help my country's energy structure transformation.

The hydrogen energy industry will bring huge development potential to carbon transactions. Nie Libin said that according to the relevant forecast data, in 2060, the annual demand for hydrogen in my country is expected to increase to about 130 million tons, of which the production of hydrogen production of renewable energy can reach 100 million tons. Compared with the current scale of the carbon market, there is still room for improvement in the total transaction volume of the carbon market in the country.

Cleaning hydrogen will participate in voluntary carbon emission reduction transactions

"Promoting emission reduction generated by cleaning hydrogen is included in a voluntary carbon emission reduction market transaction, and gradually explores the construction of a national hydrogen exchange." It is one of the key support content of this "policy".

Earlier, Nie Libin stated that the relevant departments should incorporate clean hydrogen into my country's certification voluntary emission reduction system as soon as possible, give full play to the price signal function of the carbon market, quantitatively clean hydrogen emission reduction benefits, and promote the adjustment of hydrogen supply structure.

As the national carbon trading market gradually matures and the price signal of carbon emissions is becoming clearer, it will provide important references for the real production costs and income for different hydrogen production processes.

As an important part of the national carbon market construction, it is also an important policy tool to support the achievement of the "double carbon" goal. The voluntary emission reduction mechanism (CCER) is different from the mandatory carbon distribution transaction. Encourage more enterprises and units to take the initiative to take measures to reduce emissions in a wider range.

From the perspective of the low -carbon attributes of hydrogen energy and the relevant national policies, it is the most feasible path to participate in the carbon trading market through the CCER path. In the future, CCER can be regarded as a "bridge" between the hydrogen energy and the carbon trading market.

Based on the national carbon market quantities of 7 billion tons (the eight major industries are included in), it is simply estimated. Under the circumstances of complete use, CCER's annual discharge demand is about 350 million tons. Potential offset demand, the market's demand for CCER in the future will be higher.

In July this year, Wang Naixiang, chairman of the Beijing Green Exchange, revealed in an exclusive interview with the 21st Century Business Herald that the Beijing Green Exchange has launched the construction of a unified national greenhouse gas reduction registration system and trading system in 2021. At present, the construction of the two systems is progressing smoothly, and related work is nearing the end. It is actively promoting the construction of voluntary emission reduction (CCER) trading centers, and studying the organic combination of CCER and green financial products. In August 2021, Beijing printed "Beijing Hydrogen Energy Industry Development Implementation Plan (2021-2025)", which proposed the construction of a carbon trading center hydrogen energy industry sector trading mechanism to promote the reduction of the emission reduction generated by clean hydrogen into the CCER market transaction. It is the first local policy at the local level that clearly puts on a local policy to incorporate hydrogen energy into the scope of CCER transaction.

At present, the scope of the CCER project has not been included in the hydrogen energy at the policy level. This time Shanghai's promotion of clean hydrogen participation in the voluntary carbon emission reduction market transaction is a useful attempt to participate in the carbon trading market through the CCER path.

100 billion yuan fiscal and tax subsidy to help the hydrogen energy industry

The construction of hydrogen energy infrastructure, application and demonstration area requires a lot of early investment support. Therefore, to accelerate the cultivation of the business model of hydrogen energy industry, realize the financial support of the entire industry chain, and build a mutually beneficial and win -win production and finance cooperation ecosystem, it is very critical to the hydrogen energy industry in the early stages of development.

The "Policies" clearly proposed to be stronger to do the Pyrine Hydrogen Energy Industry Fund. Promote the joint participation of Shanghai state -owned assets and social capital, support the Lingang Hydrogen Energy Industry Fund as a large -scale, specialized level, and support measures such as the listing and financing of hydrogen energy enterprises in the Lingang New Tree area on the science and technology board.

In terms of increasing support for fiscal and taxation policies, the "Policy" gives a bank loan for eligible hydrogen energy enterprises for production, research and development and operation, and gives up to 200 bases for loan discount support. The company does not exceed 5 million yuan. Explore the establishment of an insurance mechanism and give premium subsidies.

In recent years, my country's investment and financing of hydrogen energy industry has continued to increase, and the number and amount of investment have generally shown an upward trend. According to relevant data, as of the first quarter of 2022, China's equity investment market invested approximately 13.661 billion yuan in related enterprises with the main business of the hydrogen energy industry. The overall needs of the hydrogen energy field is expected to reach a size of more than trillion in about 3 years.

In recent years, many places have introduced policies to support the hydrogen energy industry.

Since 2020, Sichuan, Beijing, Guangdong and other places have introduced policies and measures such as the development of hydrogen energy industry to support the development of the hydrogen energy industry. The Shanghai Environmental Stock Exchange also proposes China's hydrogen price index preparation plan. According to the incomplete statistics of the 21st Century Business Herald, 29 provinces (cities and autonomous regions) have announced hydrogen -related policies in the country. It is worth mentioning that a total of 13 provinces (cities and autonomous regions) have issued special policies for the development of the hydrogen energy industry. Among them, 4 provinces anchor the target of 100 billion hydrogen energy industry in 2025.

Insiders believe that the formulation and introduction of domestic hydrogen energy policies have formed a policy system from the country to local levels. Especially, with the promotion of local policies, the output value of the hydrogen energy industry in my country is aiming at the "trillion -year trillion in 2025 years. "Development prospects.

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