On August 16, Beijing released the implementation plan for the development of the hydrogen energy industry. Prior to this, Hunan, Hainan and other places issued relevant plans, and many listed companies rely on their own technological advantages to arrange in advance the key links of the hydrogen energy industry chain such as hydrogen production, hydrogen storage, and hydrogen use.
“Securities Daily” reporter combed the newsannouncementAccording to incomplete statistics, since this year, domestic A-share listed companies have issued as many as 17,100 announcements on the deployment of hydrogen energy.Zhiyuan New Energy、Jiahua Energy、Binhua183 listed companies announced that they will deploy subdivision tracks of the hydrogen energy industry to explore green business opportunities in hydrogen energy.
With the implementation of favorable local policies, industrial capital from all walks of life is speeding up to race. There are also market views that local plans are conducive to the development and improvement of the hydrogen energy industry chain. There are still several bottlenecks in the hydrogen energy industry chain. The related businesses of listed companies are still in the development stage. Investors should beware of hot money and short-term hotspot speculation concepts in the market. The company is wary of the situation where the company is swarming up and encountering difficulties.
Listed companies lay out ahead of schedule to seize opportunities
The hydrogen energy industry has come to the fore, and it is the consensus of all parties to form a one-stop industrial chain of hydrogen production, hydrogen storage and hydrogen use as soon as possible. Some listed companies have combined their own advantages in related links.
“Our annual hydrogen production capacity is more than 20,000 tons. In addition to purifying and returning it to upstream companies for use, we also cooperated with Sinopec to establish a hydrogen refueling station in Haikou, Hainan. In April this year, when the Boao Forum was officially held, we provided hydrogen energy buses. Hydrogen energy has successfully supplied hydrogen energy for downstream use. In the future, Sinopec plans to build 10 hydrogen refueling stations in Hainan and 1,000 hydrogen refueling stations nationwide. We will make a strategic layout based on upstream and market conditions.”CameiteSecretary Zhang Wei said.
In the hydrogen production process,CameiteCombining its own unique technology and adopting a circular economy model, the hydrogen in the tail gas of petrochemical enterprises is purified and reused as resources.
Chendian InternationalCombining its own superior resources, vigorously explore the “water and mine” resources of Chenzhou Dongjiang Lake, plan to combine hydropower and electrolytic hydrogen production, use surplus electricity to electrolyze hydrogen, and cut into the hydrogen energy production track.Chendian InternationalThe staff member said: “The Dongjiang Reservoir is located in a controlled drainage area of 4719 square kilometers, accounting for 39.6% of the Leishui drainage area, with an average annual runoff of 4.54 billion cubic meters. The Dongjiang Lake covers an area of 160 square kilometers and has a water storage capacity of 8.1 billion cubic meters. Mineral resources.”
In the hydrogen storage link, hydrogen storage tanks are a problem that needs to be overcome urgently.Times New MaterialWith many years of research and development experience and a certain technical reserve, it has been seeking opportunities for industrial cooperation with international leading companies.according toTimes New MaterialAccording to the staff, “At present, there are relatively few domestic companies that have mass production of 35MPa type III hydrogen storage cylinders. The 70MPa type III cylinder and the next generation type IV cylinder (plastic inner liner) are still under development, while the 70MPa type IV cylinder has been widely used abroad. my country has a certain gap in the above-mentioned fields. Only by making up for the shortcomings of the industrial chain can we make efforts to catch up with advanced countries.”
In terms of hydrogen use, hydrogen energy vehicles are in the ascendant, and hydrogen energy ships are also in the development stage. In May of this year,Yaguang TechnologySigned the “Strategic Cooperation Agreement on Hydrogen Fuel Cell Ship Application” with Qingyan Huake New Energy Research Institute (Nanjing) Co., Ltd., Nanjing Qingyan Engineering Technology Co., Ltd., and Shenzhen Guoxin Deta Technology Information Co., Ltd. In the same month,Yaguang TechnologySigned a new energy yacht cooperation agreement with CRRC Shanghai, planning to launch standardized new energyluxuryYachts, new green smart ships under the new background of “carbon neutrality and carbon peak” and new green energy-saving engineering ships in inland rivers.
Hydrogen energy needs to be down-to-earth
Listed companies become hot when they dip into “hydrogen”.
Oriental wealthThe CHOICE data terminal shows that the hydrogen energy sector index (code: BK0864) has been favored by funds. Since the opening of the market at the beginning of the year, it has risen from 781.96 points all the way to this year’s high of 1199.04 points, a cumulative increase of 53.33%.
ABrokerageAnalystSaid to a reporter from the Securities Daily: “The domestic hydrogen energy industry chain presents a situation where hydrogen production is easy, hydrogen storage is difficult, and hydrogen is more difficult to use. In the final analysis, it is mainly because basic materials science has not made breakthroughs, causing many bottlenecks and obstacles. , It is necessary to implement detailed local regulations in the “14th Five-Year Plan” to make up for shortcomings as soon as possible. It is necessary to closely integrate production, education and research to overcome difficulties, and to catch up. In the near future, listed companies involved in hydrogen energy are going fast and need to prevent listed companies When encountering the wind, rushing forward and encountering difficulties, the situation has appeared; market funds are chasing hot concept stocks such as hydrogen energy, fuel cells, and hydrogen energy storage. It is also necessary to be wary of hot money and use market hot news to create short-term market attempts to harvest retail investors .”
Wang Shuangyin, a professor and doctoral supervisor of the School of Chemistry and Chemical Engineering of Hunan University, said: “The hydrogen energy industry is still in its infancy, and local policies superimposed on the efforts of listed companies are conducive to faster improvement of the industrial chain. What needs to be seen is that there are still many bottlenecks in the hydrogen energy industry. It is urgent for scientific research institutions to conquer. Taking hydrogen fuel cells as an example, platinum group metals are needed as catalysts, and their substitutability is poor in the short term. Platinum group metals are very scarce. According to the statistics of the United States Geological Survey, the world’s largest platinum group metal reserves are South Africa, Russia, the United States and Canada, the reserves of the four countries account for more than 99% of the total global reserves of platinum group metals. China’s platinum group metal resources are relatively poor.”
Huatai SecuritiesIt is estimated that between 2021 and 2050, my country’s hydrogen storage bottle market is expected to reach 323.4 billion yuan. In June of this year, the China Energy News announced that with the replacement of high-pressure hydrogen storage bottles, the amount of carbon fiber is expected to increase further. However, Japanese and Korean companies account for more than 70% of my country’s imported carbon fiber for hydrogen storage bottles, and carbon fiber has also become hydrogen. One of the bottlenecks of the “stuck neck” in the energy industry chain.
Long-term plans for the hydrogen energy industry have been launched in many places
“Hydrogen is a clean secondary energy carrier that can be easily converted into electricity and heat with high conversion efficiency. Renewable energy is used to achieve large-scale hydrogen production. Through the bridging effect of hydrogen, it can provide hydrogen source for fuel cells. , Can also be converted into liquid fuels in a green way, so that it is possible to achieve a smooth transition from fossil energy to a sustainable cycle of renewable energy, and promote a sustainable hydrogen energy economy.” Associate Dean and PhD student of the School of Electrical and Information Engineering, Hunan University Instructor Professor Li Fuhai said: “Hydrogen fuel cells have the advantages of high energy density, close to zero emissions, and environmentally friendly battery recycling. With the continuous breakthroughs in key technologies such as new hydrogen catalysts, hydrogen storage materials, and new fuel cell catalysts, hydrogen energy Utilization costs will also gradually decrease.”
It is precisely because of the greater advantages of hydrogen energy that in recent years, most provinces, autonomous regions, and municipalities across the country have included the development of hydrogen energy-related goals in the “14th Five-Year Plan” outline. The Hebei Provincial Development and Reform Commission proposed in the “14th Five-Year Plan for the Development of the Hydrogen Energy Industry in Hebei Province” that by 2025, the annual output value of the hydrogen energy industry chain will reach 50 billion yuan. Hunan Yueyang deliberated and approved the “Yueyang Hydrogen Energy City Construction and Hydrogen Energy Industry Development Plan”. By 2025, the output value of hydrogen energy and related industries will reach 50 billion yuan and 200 billion yuan in 2035. Foshan, Guangdong, proposed in the “Hydrogen Energy Industry Development Plan for Nanhai District, Foshan City (2020-2035)” that by 2025, the cumulative total output value of the hydrogen energy industry will reach 30 billion yuan; by 2030, the cumulative total output value of the hydrogen energy industry will reach 1,000 100 million yuan; by 2035, the cumulative total output value of the hydrogen energy industry will exceed 150 billion yuan.
Since 2020,Haitong Securities, Ping An Securities,Everbright Securities、Guojin SecuritiesWaiting for a number of securities companies to successively release the hydrogen energy industryresearch report, Reminding the upstream and downstream investment opportunities of the hydrogen energy industry.
(Source: Securities Daily)
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