Recently, the national power investment Yellow River Basin hydrogen energy industry base project officially started construction in the starting area of new and old kinetic energy conversion in Jinan, with a total investment of 10 billion yuan and a phase I investment of 4 billion yuan. It will carry out the research and development of fuel cells and key materials, build a national hydrogen energy innovation platform, build a fuel cell equipment manufacturing base, and promote the comprehensive application of hydrogen energy in transportation, energy supply and other fields. After completion, it is expected to reach the capacity of 10000 units by the end of 2025 and no less than 100000 units by the end of 2030, which will drive the agglomeration of upstream and downstream enterprises in the hydrogen energy industry, accelerate the layout of the hydrogen energy industry, lay a solid foundation and build a world leading hydrogen energy industry ecosystem.
According to the prediction of China hydrogen energy alliance, the output value of China’s hydrogen energy industry will reach 1 trillion yuan from 2020 to 2025 and 5 trillion yuan from 2026 to 2035. According to the Research Report of securities companies, under the background of double carbon, the future development potential of hydrogen energy and fuel cell industry chain is great. The upstream hydrogen energy industry meets the needs of energy transformation. The scale of the downstream new energy vehicle market is growing rapidly. Both upstream and downstream of the industrial chain are blue ocean markets with good prospects, which is expected to jointly drive the development of hydrogen energy and fuel cell industry.
According to the theme database of financial Associated Press, among the relevant listed companies:
Anhui Ankai Automobile Co.Ltd(000868) has successively developed 8.5m, 10.5m and 12m fuel cell city buses and obtained the national announcement and recommended catalogue. Hydrogen fuel city buses have been promoted in batches in Lu’an and other places, with good demonstration effect.
Lanzhou Greatwall Electrical Co.Ltd(600192) shares in Xinyuan Power Co., Ltd., which develops, produces and manufactures hydrogen fuel cells and related products.
