On June 21, Capital State learned that recently, the Shanghai Development and Reform Commission issued a notice on the issuance of the “Medium and Long-Term Plan for the Development of Shanghai Hydrogen Energy Industry (2022-2035)”, proposing that by 2025, the overall industrial innovation capability will reach the domestic leading level. , build about 70 various hydrogen refueling stations, cultivate 5-10 unicorn enterprises with international influence, build 3-5 world-class innovative R&D platforms, the number of fuel cell vehicles exceeds 10,000, and the hydrogen energy The industrial scale of the industry chain has exceeded 100 billion yuan, and the emission reduction of carbon dioxide in the transportation sector will be 50,000 to 100,000 tons per year.
By 2035, the overall industrial development will reach the international leading level, and the R&D innovation center, key core equipment and parts manufacturing and testing center will be built to lead the development of the hydrogen energy industry in the country, and a rich and diverse application ecology will be formed in the fields of transportation, energy, and industry.
Previously, Shanghai has successively issued policy documents such as the “Shanghai Fuel Cell Vehicle Development Plan” and “Shanghai Fuel Cell Vehicle Industry Innovation and Development Implementation Plan”, taking hydrogen fuel vehicles as an important direction for the development of new energy vehicles and accelerating the development of the hydrogen energy industry.
At present, Shanghai’s industrial hydrogen production and hydrogen supply capacity is nearly 500,000 tons per year, which strongly supports the demand for hydrogen in industries such as industry and medical care. 10 hydrogen refueling stations and nearly 30 kilometers of hydrogen pipelines have been built, laying the foundation for the application and promotion of hydrogen energy.
Hydrogen is a high-efficiency and low-carbon secondary energy. In order to quickly achieve “carbon neutrality”, in recent years, the state has vigorously encouraged the development and use of hydrogen energy.
In 2021, “The 14th Five-Year Plan for the National Economic and Social Development of the People’s Republic of China and the Outline of the Vision for 2035 (Draft)”, “Notice on the Action Plan for Carbon Peaking Before 2030”, “On Strengthening the Promotion of Industry-Fusion Cooperation” The Guiding Opinions on Industrial Green Development” and the “14th Five-Year Plan for Industrial Green Development” have been successively issued, proposing to accelerate hydrogen energy technology innovation and infrastructure construction, and promote the diversified utilization of hydrogen energy.
The “Medium and Long-Term Plan for the Development of Hydrogen Energy Industry (2021-2035)” released in March 2022 proposed to deploy and build a number of hydrogen refueling stations. A maximum of 15 million yuan in construction and operation subsidies will be given.
According to the “White Paper on China’s Hydrogen Energy and Fuel Cell Industry 2020”, my country’s current hydrogen production capacity is about 41 million tons per year, and the output is about 33.42 million tons. In the carbon neutral scenario in 2060, the scale of hydrogen production from renewable energy is expected to reach 100 million tons. In terms of demand, my country’s annual hydrogen demand will increase to 37.15 million tons in 2030, 96.9 million tons in 2050, and 130 million tons in 2060.
The business of many A-share listed companies involves the concept of hydrogen energy.
The main products of Jingcheng Co., Ltd. include aluminum liner carbon fiber full-wound composite gas cylinders for hydrogen fuel cells and low-temperature storage tanks. Battery vehicles, fuel cell backup power fields.
Snowman owns the world-renowned “SRM Tec” hydrogen fuel cell air compressor, which provides air circulation systems for world-renowned hydrogen fuel vehicle manufacturers.
Feichi Auto, a subsidiary of Meijin Energy, is one of the largest hydrogen fuel cell vehicle production bases in China; Beijing Huanyu Jinghui Jingcheng Gas Co., Ltd., in which Meijin Energy has a stake, is one of the largest hydrogen manufacturers in North China.
The hydrogen power business of the power source mainly involves step-up DC/DC converter products and high-speed motor controllers, etc. The products have been successfully supplied to many domestic and foreign fuel cell system integrators and vehicle companies.
Source: Capital State
Original title: Shanghai accelerates the layout of the hydrogen energy industry, and strives to exceed 100 billion yuan in the industrial scale of the hydrogen energy industry chain in 2025