29 provinces or municipalities have introduced hydrogen energy development to encourage policy projects to land further to speed up further acceleration

Author:Securities daily Time:2022.09.23

Our reporter Li Zheng on September 21, the Guangzhou Municipal Development and Reform Commission issued the "Guangzhou Hydrogen Energy Infrastructure Development Plan (2021-2030)" (hereinafter referred to as "planning") clearly, the "14th Five-Year Plan" stage (2021-2025 2025 " ) The planning goal is to form 35,000 kg/day (13,000 tons/year) fuel cell hydrogen hydrogenation capacity, forming no less than 40,000 kg/day hydrogenation capacity (15,000 tons/year), which can meet 6,000 vehicles The above hydrogen fuel cell vehicle is needed for hydrogen. According to the incomplete statistics of the Securities Daily, as of now, there are 29 provinces or municipalities including Beijing, Chongqing, Guangdong, Henan, and Shaanxi have released the "hydrogen -related" policy across the country. Some analysts pointed out to the "Securities Daily" reporter that with the gradual maturity of hydrogen energy technology and the expansion of the industry, it will form a strong catfish effect on the new energy market. As a strong new competitor, the booming rise of the hydrogen energy industry not only provides a new solution for the "dual carbon" goal, but also has a strong role in promoting the entire new energy market. In the context of the "double carbon" policy of the hydrogen energy industry opportunities and problems, my country's hydrogen demand will continue to grow. According to the China Hydrogen Energy Alliance, in 2030, the annual demand for hydrogen in my country will reach 37.15 million tons, accounting for about 5%of terminal energy consumption, and renewable hydrogen output is about 5 million tons/year; In 2060, the annual demand for hydrogen in my country will increase to about 130 million tons, accounting for about 20%of terminal energy consumption, and 35%of hydrogen demand for hydrogen demand from 2020-2060. In terms of hydrogen supply, the "Planning" pointed out that as of 2020, Guangzhou has formed 3,500 tons/year hydrogen supply capacity. At the same time, many enterprises have prepared to use part of the low -cost electricity to make electrolytic water -based hydrogen -based hydrogen supply by using some of the low -cost power of the abandoned electricity, abandoned wind, abandoned light, abandoned water resources, and power grid valley. From the perspective of demand, as of April 2021, in the fields of bus, cold chain, sanitation and other fields, the city's special vehicles, logistics vehicles, bus and other fields of hydrogen fuel cell vehicles were launched in nearly 200 vehicles. Essence After the implementation of the "Planning", Guangzhou will be built into the three major hydrogen supply centers of the North, Central and South, and considering the best hydrogen supply distance at 60 kilometers, it can ensure that the entire Guangzhou city is basically covered and the cost of hydrogen transportation is effectively reduced. In an interview with the Securities Daily reporter, Liu Wenting, a wealth researcher, pointed out that driven by the "dual carbon" goals and energy security policies, the hydrogen energy industry is ushered in the stage of accelerating development. According to Liu Wenting, as a global hydrogen -making country, my country's electrolytic water -based hydrogen -making technology is relatively mature, and the annual production capacity of hydrogen is increasing year by year. In the future, with the upgrading of new energy power generation and electrolytic hydrogen -making technology, the cost of hydrogen -making costs is expected to obtain. Further decline, thereby driving a significant increase in hydrogen capacity. Zhang Dexin, the editor -in -chief of China Cultural Tourism Innovation and Entrepreneurship Think Tank Series, told reporters that hydrogen energy technology is booming, but there is still a long way to go from commercial use and popularity. For example, the construction of hydrogenation stations mentioned in the "Planning" is to solve the energy of hydrogen fuel vehicles. At the same time, the mileage problem of hydrogen fuel cells and the cost of replacement after the fuel cell expires, and it will also be with hydrogen energy with hydrogen energy. The rapid development and expansion of the industry gradually appeared. Chen Xingwen, the founder of Kurosaki Capital, said in an interview with the Securities Daily reporter: "The expansion of the hydrogen energy sector still requires the government and civil capital to further achieve it. Recently, Beijing, Henan, Guangzhou, etc. It is also encouraging traditional enterprises to invest and develop in the direction of hydrogen energy, which will drive a new round of huge investment and entrepreneurship opportunities. "In fact, as Chen Xingwen said, there have been many" hydrogen -related "policies at present, which is guaranteed to ensure the protection. Under the premise of safety, demand -oriented, actively improve the entire industrial chain from construction to supply to supply. At the 2022 Global Energy Transformation High -level Forum "Energy Valley Hydrogen Energy Opportunities and Development" held on September 18, Yang Renquan, member of the Standing Committee of the Changping District Committee and executive deputy district of the Changping District Committee of Beijing, pointed out that Changping is creating an advanced energy -level industrial cluster. , Will implement the advanced energy industry quality and efficiency action plan, upgrade to create a hydrogen energy policy 2.0, and promote the upstream and downstream enterprises such as hydrogen fuel cell systems, hydrogen systems, and hydrogen energy equipment. In the "Henan Hydrogen Energy Industry Development Medium Long -term Plan (2022-2035)" issued by the General Office of the Henan Provincial People's Government recently, it is clear that during the "14th Five -Year Plan" period, it focuses on creating a "one axis belt, five nodes, three bases" period. The Zhengluo Luoyu Hydrogen Corridor has formed the development pattern of hydrogen energy industry that radiates the province and connects the "hydrogen energy industry cluster" in Shaanxi and the "Lu hydrogen economic belt" in Shandong. Or it is worthy of attention to the next investment air outlet. Driven by a number of policies, many A -share listed companies have actively participated in the improvement of the hydrogen energy industry chain. According to Guanghui Energy, the company plans to build new energy power generation+electrolytic hydrogenation+hydrogen storage+hydrogenation station+hydrogen energy fuel heavy truck application demonstration project. From 2022 to 2023, it is a demonstration and layout stage for the hydrogen energy industry pilot demonstration and layout, and conducts demonstration research on the cost control of "green hydrogen" and the application of hydrogen energy transportation; from 2024-2027, it is the rapid development of the hydrogen energy transportation industry. Realize the comprehensive utilization of the hydrogen energy industry.

When Baofeng Energy's response to investors' inquiries, it is clear that the company has formed 30,000 standard cubic meters per hour electrolytic water -based hydrogen production capacity, which will further accelerate the construction of solar electrolytic hydrogen storage energy storage and application projects. Guojin Securities pointed out that hydrogen energy has risen to an important part of energy at the national level. It is estimated that by 2025, the number of new electrolytes will reach GW level, and the cumulative market size will be tens of billions. The continuous introduction of the policy has promoted the development of the domestic electrolyte hydrogen -making industry. Many state -owned and central enterprises will also enter the electrolytic groove industry to promote the integrated development of "storage and transportation" upstream of hydrogen. Regarding the investment value of the hydrogen energy sector, Chen Xingwen said that although the hydrogen energy sector is like lithium batteries and landscapes many years ago, it is bound to welcome the favor of rounds of capital. Excessive, bubble overheated. "Specifically, related companies should maintain higher growth rates, including technological breakthroughs and profitability. In terms of magnification, industry application scenarios can maintain a fast expansion speed." Chen Xingwen said. Picture | Site Cool Hero Bao Map.com