Inner Mongolia Autonomous Region government website news on March 3, the General Office of the People’s Government of Inner Mongolia Autonomous Region recently issued the “Opinions on Promoting the High-Quality Development of the Hydrogen Energy Industry”, proposing that before 2025, the “wind-solar storage + hydrogen”, “source network load storage + hydrogen” should be carried out. ” and other green hydrogen production demonstration projects with more than 15 green hydrogen production capacity of more than 500,000 tons per year; encourage industrial by-product hydrogen recycling, industrial by-product hydrogen utilization of more than 1 million tons per year, and basically achieve full use; More than 100 hydrogen stations (including joint construction stations); accelerated propulsion fuelBatterySubstitute medium and heavy fuel oil mining trucks and public service vehicles, and promote hydrogen fuelBatteryMore than 5,000 heavy trucks, accumulatively promoting fuelBatteryThe number of cars exceeded 10,000, etc. By the end of the “14th Five-Year Plan”, the autonomous region will form a hydrogen energy industry cluster integrating preparation, storage, transportation and application, and the total output value of the hydrogen energy industry will strive to reach 100 billion yuan.
AChina Merchants SecuritiesIt is believed that at this stage, hydrogen fuel cell vehicles are in their infancy, mainly hydrogen fuel cell commercial vehicles, and hydrogen fuel cell passenger vehicles account for less than 0.1%. It is expected that the number of hydrogen fuel cell vehicles in China will increase from 7,352 in 2020 to 100,000 in 2025, and the compound annual growth rate is expected to reach 68%. The expected market size is expected to reach 80 billion yuan. The balance between the total cost of ownership (TCO) of the full life cycle cost of hydrogen fuel cell vehicles and the cost of competing products such as pure electric vehicles in the future is an important turning point for the increase of market penetration of hydrogen fuel cell vehicles in various segments; the issuance of policy subsidies Power will play a huge incentive role in the development of the vehicle market.
DongguansecuritiesIt is pointed out that the demand for hydrogen energy is increasing rapidly, and the development space of the hydrogen energy industry is huge. In 2020, my country’s hydrogen demand is about 33.42 million tons. By 2030, my country’s annual hydrogen demand will increase to 37.15 million tons, accounting for about 5% of final energy consumption. By 2060, my country’s annual hydrogen demand will increase. To about 130 million tons, accounting for about 20% of the final energy consumption, China’s hydrogen demand will gradually increase in the future. As other large central enterprises enter the hydrogen energy industry, the market concentration of the hydrogen energy industry is expected to increase in the future. At present, more than one-third of the central enterprises are in the layout of the whole industry chain including hydrogen production, hydrogen storage, hydrogen refueling, and hydrogen use, and the development space of the hydrogen energy industry is huge.
Vision Shares(002733) The company has completed the layout of key links such as hydrogen production, membrane electrodes, fuel cell stacks, fuel cell engine systems, and vehicle operation in the hydrogen energy industry chain. At the same time, it has invested in research and development in various fields such as low-load platinum catalysts, membrane electrodes, and aluminum hydrogen production, and achieved phased results.
Chunhui Intelligent Control(300943) The solenoid valve of the hydrogenation machine has been sent by the company and is in the stage of customer sample verification. The company has been committed to the development of green, energy-saving and environmentally friendly products. In the future, the company will further expand and develop in the fields of coal-to-gas, oil and gas recovery, and new energy, so as to seize development opportunities and achieve high Quality and efficient development.
Furui Special(300228) Zhangjiagang Furui Cryogenic Technology Co., Ltd., a wholly-owned subsidiary of the company, is in the process of developing a liquid hydrogen gas supply system for hydrogen fuel cell vehicles. The company has no fuel cell technical reserves. Recently, the company decided to set up a joint venture company in Shanghai to specialize in the research, development and manufacture of various hydrogen fuel cell system supporting parts and components.
(Article Source:securitiesTimes Network)