The future development of the hydrogen energy industry

Under the "double carbon" goal, energy transformation is imminent. Hydrogen can have the characteristics of cleaning, efficient, safe, and sustainable. It is regarded as one of the most developed energy types in the 21st century. It has huge potential in the field of transportation and industrial production. Recently, Iri Consulting released the "Clouds and Fog, see the" hydrogen "sky -see industry development from the hydrogen energy industry chain", analyzed the current development dilemma and future direction of hydrogen energy from the perspective of the industry chain. Below, enjoy:

The advantage of hydrogen energy

Compared with other traditional energy and new energy sources, hydrogen has many advantages, which can be both fuel or energy. Therefore, the development of hydrogen energy is a preferred move to optimize the replacement of traditional fossil energy and help to achieve carbon neutrality.

Compared with traditional energy: Hydrogen has the advantages of extensive sources, abundant reserves, high -efficiency emission reduction, and strong heat value, which is conducive to reducing the cost of use. For example, the thermal value of hydrogen is about 3.5 times the oil and natural gas, which is about 6.6 times the raw coal. The use of hydrogen energy instead of traditional energy reducing carbon tax is as high as 76.7%.

Compared with other new energy sources: hydrogen can have the advantages of long -term use, environmental protection, diversified scope of application (heating, power supply, fuel, etc.). In addition, you can also use existing gas stations to quickly open the road of high -efficiency and low -cost hydrogen energy development.

The current development dilemma

Although there are many advantages, due to the late development of hydrogen energy in my country, various technical equipment still needs to be improved. According to the analysis of the industrial chain, there are still insufficient in my country in China to make hydrogen, storage and transportation, hydrogenation, etc., as follows:

Hydrogen -making link: At present, the hydrogen energy production method in my country is mainly hydrogen, that is, hydrogen produced by fossil fuel (such as natural gas). 97%of our country's hydrogen is obtained by fossil energy or hydrogen producing hydrogen. The technology and preparation technology are relatively mature, but the carbon emissions cannot be fundamentally solved. Realizing difficulties; for the most ideal goal of hydrogen making, "Green Hydrogen", both technology and equipment are in the process of development, and the cost is high due to immature technology.

Storage and transportation links: The characteristics of hydrogen challenge the storage and transportation. At present, the mainstream storage and transportation form is the high -pressure gaseous storage and transportation of the long tube trailer, but the efficiency is not high; the liquid storage and transportation density is high, the transportation cycle is short, but the technology is not yet mature; The problem of high cost investment.

Hydrogenation links: The number of hydrogenation stations in my country is first in the world, but the construction is mainly driven by policies. The reason is that the construction cost of hydrogen refueling stations is high, and key equipment and its core components have high import dependence.

In addition, the application of hydrogen energy as the last ring in the industrial chain, and its development still has technical problems. For example, fuel cells are used as a breakthrough in the application of hydrogen energy industry scenarios, but their core material proton exchange membrane has long -term "stuck neck" problems.

In this regard, Suzhou Kerun New Materials (hereinafter referred to as "Kuron New Materials"), an enterprise invested by Lianhong Group, has successfully resolved the "card neck" in the field of my country's liquid storage battery and hydrogen fuel cells after more than ten years of scientific research research. The core membrane material problem, more than 40 technical patents in proton exchange membranes, realized the domestic autonomy of the total fluorosamulfonic acid proton switching membrane, and became the only one in China that can produce a large quantities and supplies liquid liquid flow batteries. Enterprises that exchange membranes in acid submissions provided more than 90%of domestic proton exchange membrane products for my country's liquid storage energy battery industry; it is also the only two domestic companies that can produce hydrogen fuel cells in batnery for mass exchange membranes. First, it is the backbone of hydrogen -energy fuel cell proton exchange membrane industrialization.

It is worth noting that the whole fluorosamulfenate proton exchange membrane produced by Krun New Materials is made of a new drainage method. Because the flowing method can be combined with the doping technology, the manufactured membrane not only has a large stretch strength, but also the strong stretch strength. The advantages of various orientation, high conductivity, good chemical properties, and other advantages have the effect of self -dampness. After testing, at the same thickness and size, the mechanical intensity exceeds 30%of the traditional import film, and the inflation rate is low and the water content is high.

As the backbone of the industrialization of hydrogen energy fuel cell proton exchange membrane industrialization, Kerun New Materials is expected to form 5 million square meters of proton exchange membrane production capacity in the next five years.

Future development

The cost is the main factor restricting the development of hydrogen energy, but with the joint efforts of the government and enterprises, the cost of all aspects of its storage and transportation and transportation and transportation and transportation has room for decline.

Hydrogen -making link: At present, it mainly relies on fossil fuel compliant chemical production as a governor of the production of hydrogen sources to save hydrogen -making costs. In the future, the optimal solution of green hydrogen is mainly guided by national policies. breakthrough.

Hydrogen storage link: On the one hand, high -pressure gas bottle transformation becomes the focus, and on the other hand, it is necessary to promote the development of low temperature liquid hydrogen storage and medium hydrogen storage.

Hydrogen transportation links: The future trend is mainly in liquid hydrogen transportation and pipeline transportation, and the road of two -way driving cost reduction through technological development and large -scale production.

Injecting links: Strengthen the top -level design, and use the advantages of traditional energy enterprises to build a hydrogenation station reduction.

Driven by technological progress and policy guidance, the costs of hydrogen -making, storage, transportation, and hydrogenation are expected to further decline, which is conducive to promoting the comprehensive release of the value of hydrogen energy industry in the fields of transportation, industry, and power storage. According to the China Hydrogen Energy Alliance estimates, by 2050, hydrogen energy will account for no less than 10%of my country's terminal energy system, and the demand for hydrogen will increase from the current more than 20 million tons to about 60 million tons. 12 trillion yuan.

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