According to the calculation of research institutions, the global hydrogen demand will reach 600-800 million tons / year by 2050. In the next 30 years, the global average annual new hydrogen production scale will be about 25 million tons, which will drive the annual new installed capacity of photovoltaic to reach 900 GW, forming a trillion market.
the world's first Cecep Solar Energy Co.Ltd(000591) large-scale hydrogen production test was successful in Japan
It is reported that the research team composed of Japan's "new energy industry technology comprehensive development organization" (NEDO), Tokyo Metropolitan University and SHINJU University recently successfully used the "Photocatalyst" effect of sunlight to decompose oxygen and hydrogen from water, making a revolutionary breakthrough in hydrogen energy. High purity hydrogen was successfully separated in a large-scale test of 100 square meters. the success of this experiment contributes to the technology of large-scale and low-cost hydrogen production, marking that Japan has achieved the world's first Cecep Solar Energy Co.Ltd(000591) large-scale hydrogen production.
The research team said that the successful separation of hydrogen in a large area of 100 square meters is the first in the world. This technical achievement will help to produce hydrogen energy in large quantities and at low cost in the future. The results have been published in the international scientific journal Nature.
It is reported that at present, hydrogen production technologies are mainly divided into four types: hydrogen production from fossil raw materials, hydrogen production from chemical raw materials, hydrogen production from industrial tail gas and hydrogen production from electrolytic water. As China is rich in coal resources, coal hydrogen production technology accounts for more than half of the national hydrogen production technology.
by 2025, the scale of China's hydrogen production market will exceed 880 billion yuan
In recent years, the demand for hydrogen energy is increasing in social development. Reducing the cost of hydrogen production in economically advantageous technologies is the key to the popularization and use of hydrogen energy. Although China is rich in coal resources, it will produce new pollution, which is not in line with the goal of carbon neutralization in the future. In terms of hydrogen production from electrolytic water, hydrogen production based on traditional power generation mode has higher cost, while photovoltaic hydrogen production has obvious cost advantages.
According to insiders, combined with the analysis of hydrogen production, the market scale of China's hydrogen production industry will be about 717.5 billion yuan in 2019. It is expected that the market scale of hydrogen production will exceed 880 billion yuan by 2025. According to the calculation of research institutions, the global hydrogen demand will reach 600-800 million tons / year by 2050. in the next 30 years, the global average annual new hydrogen production scale will be about 25 million tons, which will drive the annual new installed capacity of photovoltaic to reach 900 GW, forming a trillion market.
Compared with the photovoltaic industry, there are not many companies that layout photovoltaic hydrogen production. According to the statistics of securities times · databao, at present, 11 companies have relevant technologies or invest in this field. Photovoltaic leader Longi Green Energy Technology Co.Ltd(601012) began to pay attention to and layout electrolytic hydrogen production from renewable energy as early as 2018. In recent three years, it has conducted in-depth research and development cooperation with well-known scientific research institutions and authoritative experts in China and overseas, and has formed technical accumulation in the fields of electrolytic hydrogen production equipment and photovoltaic hydrogen production. At the end of March 2021, Longi Green Energy Technology Co.Ltd(601012) established Xi'an Longji Hydrogen Energy Technology Co., Ltd. through a joint venture between Longji green energy venture capital, a wholly-owned subsidiary, and Shanghai Zhuque investment to carry out the layout of hydrogen energy industrialization.
On November 15, Kaitian gas, a company listed on the Beijing stock exchange, announced its entry into the photovoltaic hydrogen production industry. The announcement shows that on November 11, 2021, Kaitian gas signed the strategic cooperation agreement with Guoneng Ningxia heating Co., Ltd. Both parties to the agreement intend to build a distributed photovoltaic hydrogen production demonstration project on the roof and open space of the company's plant area, and all power generation will be used by themselves. The company is responsible for the preparation, storage, development and application of hydrogen, and Guoneng Ningxia heating Co., Ltd. is responsible for the construction of photovoltaic power generation facilities.
On the same day, Kaitian gas and Sichuan Smart Green Energy Co., Ltd. signed a strategic cooperation agreement. The two sides intend to cooperate in the development of clean energy projects, including but not limited to natural gas energy, photovoltaic hydrogen production, wind hydrogen production, biomass energy, photothermal energy, heat carrier energy, waste incineration power generation, energy storage, transmission and distribution, etc.
Ningxia Baofeng Energy Group Co.Ltd(600989) said on the interactive platform on October 14 that after all the photovoltaic hydrogen production units of the company are put into operation, they can produce 240 million standard cubic meters of green hydrogen and 120 million standard cubic meters of green oxygen per year. The project is supported by the construction of 2x100mwp photovoltaic power generation unit, with self-contained photovoltaic power generation accounting for about one third, and the rest is planned to be made up mainly through the regulation of power generation from other new energy sources.
more than half of the concept of photovoltaic hydrogen production has a stock market profit ratio of less than 30 times
According to data treasure statistics, as of the closing on November 15, the average increase of photovoltaic hydrogen production concept stocks has reached 47.46% this year, more than 45 percentage points higher than the Shanghai index. Four stocks such as Sungrow Power Supply Co.Ltd(300274) , Elion Clean Energy Company Limited(600277) , Kaitian gas, Shanxi Meijin Energy Co.Ltd(000723) increased by more than 60%. Sungrow Power Supply Co.Ltd(300274) doubled and topped the list. The company said on the interactive platform on October 9 that it launched China's first sep50 PEM hydrogen production electrolytic cell with a maximum power of 250KW in March this year, and has signed a photovoltaic hydrogen production demonstration project.
By the end of the third quarter, these photovoltaic hydrogen production concept stocks had a total of 1406 institutional positions. Longi Green Energy Technology Co.Ltd(601012) institutions are the most obvious. A total of 861 institutions hold the stock. Among the top ten circulating shareholders of the company, the market value of Beishang capital position reaches 55.4 billion yuan, the market value of Gaoling capital position is 26.1 billion yuan, and the market value of Central Huijin position is 6.6 billion yuan. Since November, the company's share price has fallen slightly by 5.53%, and the latest market value has fallen below 500 billion.
According to data treasure statistics, more than half of these concept stocks have a rolling P / E ratio of less than 30 times, of which Ningxia Baofeng Energy Group Co.Ltd(600989) , Elion Clean Energy Company Limited(600277) and Kaitian gas have a P / E ratio of less than 20 times. According to the consistent prediction data of more than 5 institutions, Longi Green Energy Technology Co.Ltd(601012) , Sungrow Power Supply Co.Ltd(300274) , Ningxia Baofeng Energy Group Co.Ltd(600989) 3 share holders predict that the net profit growth rate this year will be more than 30%.
(data treasure)
