Tracking of hydrogen production industry chain from hydrogen energy: Shanxi Meijin Energy Co.Ltd(000723) vs Ningxia Baofeng Energy Group Co.Ltd(600989) vs Jiangsu Huachang Chemical Co.Ltd(002274) vs Befar Group Co.Ltd(601678) vs satellite chemistry, capacity?

Hydrogen energy refers to the energy released by hydrogen in the process of physical and chemical changes. Due to its abundant resources, wide distribution (hydrogen accounts for 75% of the known substances in the universe), clean and carbon free (only water is the combustion product) and high energy density (once helped mankind land on the moon), hydrogen energy is regarded as an ideal energy in the future and has the potential to replace traditional fossil energy such as coal, natural gas and oil.

However, the commercialization level of hydrogen energy technology is relatively low and the industrial chain is small.

A number of developed countries and regions around the world already have some hydrogen energy industry plans. South Korea has a more active planning content. It plans to invest US $2.33 billion in the development of hydrogen fuel vehicles and US $17 billion in hydrogen energy investment by 2022; The EU is planning to invest 180-470 billion euros by 2050.

In general, referring to the strategic plans of various countries, 2030 is the key node for large-scale deployment of hydrogen energy.

 

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