Recently, the national energy group held a special meeting on the development of hydrogen energy industry. The meeting pointed out that the future development direction of hydrogen energy industry mainly includes clean energy basic fuels, energy storage media and important media for coupling different energy industries.
Public information shows that there are various production routes of hydrogen energy, and coal hydrogen production is the main source, accounting for about 64%. In renewable energy power generation, hydrogen energy is an important part of clean energy, and hydrogen production from electrolytic water has broad development prospects. According to the prediction of China hydrogen energy alliance, the proportion of hydrogen production from renewable energy will reach 70% by 2050.
hydrogen energy development space
eye catching
Hydrogen energy, as a late part of new energy, has attracted much attention recently. National and local policies supporting hydrogen energy development have been implemented one after another, and hydrogen energy development is expected to embark on a high-speed road.
On December 17, Shenzhen released the development plan of hydrogen energy industry in Shenzhen (2021-2025), proposing that the scale of hydrogen energy industry in Shenzhen will reach 50 billion yuan by 2025 and 200 billion yuan by 2035.
The plan emphasizes the realization of the application demonstration of hydrogen energy in the fields of transportation, distributed power generation, frontier emerging and intersection, including no less than 1000 demonstration fuel cell vehicles, no less than 10 hydrogen refueling stations, no less than 100 sets of distributed energy, cogeneration and standby power applications, 1-3 hydrogen energy ships and no less than 100 hydrogen energy UAVs.
At present, most provinces and municipalities directly under the central government have issued policies and plans related to hydrogen energy development. Among them, Beijing, Hebei, Shandong and other provinces have issued special policies for the overall industrial development of hydrogen energy, and Guangdong, Chongqing, Zhejiang and Henan have issued special policies for the subdivision of hydrogen fuel vehicles. Most other provinces have incorporated hydrogen energy related development plans in different directions such as new energy vehicle industry, overall energy development and the province’s “14th five year plan”.
With the support of favorable policies in many places, the development space of hydrogen energy is remarkable. According to the prediction of China hydrogen energy alliance, China’s hydrogen demand will reach 35 million tons by 2030, accounting for 5% of the terminal energy system; By 2050, the demand is expected to reach 60 million tons, accounting for 10% of the terminal energy system.
hydrogen energy concept stock
good performance in the first three quarters
According to the statistics of securities times · data treasure, most hydrogen energy concept stocks performed well in the first three quarters of this year. The net profit attributable to the parent company of 23 stocks increased by more than 100% year-on-year. The year-on-year growth of Jiangsu Huachang Chemical Co.Ltd(002274) , Chengzhi Co.Ltd(000990) , China International Marine Containers (Group) Co.Ltd(000039) and other stocks ranked first, with an increase of 5596.82%, 2742.36% and 1161.42% respectively.
According to the latest valuation, the valuation of some hydrogen energy concept stocks is relatively low. According to the statistics of databao, there are 17 hydrogen energy concept stocks with the latest rolling P / E ratio of less than 20 times. Among them, the latest valuations of China International Marine Containers (Group) Co.Ltd(000039) , Jiangsu Huachang Chemical Co.Ltd(002274) , Weifu High-Technology Group Co.Ltd(000581) and other stocks are low, 4.58 times, 7.43 times and 8.15 times respectively.
Among the hydrogen energy concept stocks, some undervalued stocks have recently obtained northward capital increase positions. According to the statistics of databao, among the latest hydrogen energy stocks with a rolling P / E ratio of less than 20 times, nine equity stocks have obtained northward capital increase positions in months, including Luenmei Quantum Co.Ltd(600167) , Ningxia Baofeng Energy Group Co.Ltd(600989) , Jiangsu Huachang Chemical Co.Ltd(002274) .
<divvoteid=”14962″ votetitle=”%u3010%u80A1%u6C11%u8C03%u67E5%u95EE%u5377%u30112021%uFF0C%u4F60%u8D5A%u94B1%u4E86%u5417%uFF1F” >
(Securities Times)
