Under the guidance of the “double carbon” goal, the development of China’s hydrogen energy industry is entering a fast lane. The reporter found that recently, a number of major hydrogen energy projects such as Tianjin and Guangdong have started one after another, and the development of hydrogen fuel cell industry is accelerating. At the same time, listed companies including China Petroleum & Chemical Corporation(600028) , Shanghai Nar Industrial Co.Ltd(002825) and others also actively layout the hydrogen energy industry.
In this regard, Jing Chunmei, an authoritative expert on hydrogen energy, vice minister and researcher of the Information Department of the China Center for international economic exchanges, told the reporter of the Shanghai Securities News that with the continuous “filling” of industrial policies of all parties, it will further pave the way for the development of hydrogen energy industry.
3 month “hydrogen” wind comes slowly
a number of major projects started successively
On March 17, Shanghai Nar Industrial Co.Ltd(002825) announced that it planned to set up a port side subsidiary in Pudong, Shanghai, to invest in core parts projects in the field of hydrogen energy industry and key equipment projects in the field of hydrogen energy. This is just a footnote to the accelerated development of hydrogen energy in China.
The reporter found that in the past month, a number of major hydrogen energy projects have been started one after another, and the development of hydrogen fuel cell industry is accelerating. For example, the national power investment Yellow River Basin hydrogen energy industry base project started in the starting area of new and old kinetic energy conversion in Jinan, with a total investment of 40 billion yuan; The project of Guofu hydrogen energy equipment industrial base (phase III) has been started, and it is planned to invest 1.5 billion yuan
At the same time, the hydrogen energy policies of all localities are warm. For example, on March 14, the Guangdong provincial government issued the notice on printing and distributing the key task division plan of the 2022 provincial government work report, which proposed to introduce an action plan to accelerate the construction of fuel cell vehicle demonstration urban agglomeration.
Tianjin issued the 14th five year plan for energy development in Tianjin, which proposed to build a highland for the development of hydrogen energy industry and build a hydrogen energy demonstration Industrial Park. In 2025, at least five hydrogen stations will be built in Binhai New Area, and hydrogen stations will be built in other areas in combination with actual needs. More than 900 hydrogen fuel cell vehicles have been promoted in the city; Focus on the manufacturing of core equipment such as fuel cell stack, system integration and vehicle production, introduce and cultivate influential hydrogen energy leading enterprises outside China, and improve the level of hydrogen energy equipment.
The Energy Bureau of Inner Mongolia Autonomous Region issued the notice on printing and distributing the hydrogen energy development plan of Inner Mongolia Autonomous Region during the 14th Five Year Plan period, which proposed that by 2025, 60 hydrogen stations should be built, 5000 fuel cell vehicles should be promoted, the total output value of hydrogen energy industry should reach 100 billion yuan, and more than 10 hydrogen energy application demonstration projects should be built.
“green hydrogen” enters the fast lane
hydrogen fuel cell growth rate is amazing
Jing Chunmei told reporters that the global hydrogen energy industry is still in the initial stage of industrialization. China’s hydrogen production accounts for 1 / 3 of the world and has broad prospects. It is expected to take the lead in the competition of the global hydrogen energy industry.
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. Since 2021, policies related to hydrogen energy and fuel cells have been continuously strengthened at the national level to promote the promotion and application of hydrogen energy and fuel cells. “China is already the world’s largest producer of fuel cell commercial vehicles.” Jing Chunmei said.
According to the data of China Automobile Association, 213 and 178 fuel cell vehicles were produced and sold in February, with a year-on-year increase of 7.5 times and 5.4 times respectively. From January to February, 356 and 371 fuel cell vehicles were produced and sold respectively, with a year-on-year increase of 5.0 times and 3.1 times respectively.
“The hydrogen energy industry upstream of the hydrogen energy and fuel cell industry chain meets the needs of China’s energy transformation. The scale of the downstream new energy vehicle market is growing rapidly, and there is a promising blue ocean market upstream and downstream of the industry chain.” Tianfeng Securities Co.Ltd(601162) analyst Yu te said that according to the development plan, the growth space of hydrogen fuel cell vehicle ownership is expected to reach 100 times in ten years from 2020 to 2035.
hydrogen energy industry policy
continue to “fill the gap” to help development
“China’s hydrogen industry has the conditions to accelerate its development.” According to Jing Chunmei’s analysis, at present, China has basically formed a complete industrial chain of “manufacturing, storage, transportation, processing and use”. The industrial layout of various regions has accelerated. The industries in the Yangtze River Delta, Pearl River Delta and Bohai Rim have a large scale, bringing together a number of hydrogen energy enterprises and R & D institutions, showing a trend of cluster development.
Jing Chunmei analyzed that although the hydrogen energy industry lacks independent and perfect support policies and operable implementation rules, supporting policies such as hydrogen energy industry planning and hydrogen energy industry standard system are expected to be launched, thus paving the way for the further development of hydrogen energy industry.
The reporter noted that last year, the high technology department of the national development and Reform Commission organized a series of symposiums and invited the Ministry of industry and information technology, the Ministry of Finance and other departments to analyze and judge the development situation of the industry around the whole industrial chain of hydrogen energy preparation, storage, transportation, filling and terminal utilization, deeply explore the rational layout of the hydrogen energy industry, orderly promote diversified demonstration applications, build a clean and low-carbon supply system, formulate and improve the basic standards of the industry and so on.
At present, the Ministry of industry and information technology is comprehensively promoting the research on energy consumption and other standards of fuel cell electric vehicles. On March 18, the key points of automobile standardization in 2022 issued by the Ministry of industry and information technology pointed out that we should comprehensively promote the research on vehicle standards such as energy consumption and driving range, low-temperature starting performance and dynamic performance test methods of fuel cell electric vehicles, as well as the standards of key system components such as fuel cell engine performance test methods and on-board hydrogen system technical conditions, so as to support the R & D, application and demonstration operation of key technologies of fuel cell electric vehicles.
Industry insiders expect that after the “filling” of hydrogen energy industrial policies and standards, the pace of China’s hydrogen energy development will be further accelerated.
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