The national development and Reform Commission issued the medium and long term plan for the development of hydrogen energy industry (20212035) (hereinafter referred to as the plan) on the 23rd. encourage industrial investment funds and venture capital funds to support hydrogen energy innovative enterprises and promote the transfer and transformation of scientific and technological achievements in accordance with the principle of marketization; Support qualified hydrogen energy enterprises to register for listing and financing on the science and innovation board, gem, etc
Boosted by this positive, hydrogen energy concept stocks rose strongly today. As of the press, the “20ccm” of the shares of henglight is a limit on the “20ccm” of the “20” of the a share in a deadline for a release, and the Beijing Forever Technology Co.Ltd(300365) ‘ , Zhejiang Provincial New Energy Investment Group Co.Ltd(600032) , Beijing Jingcheng Machinery Electric Company Limited(600860) and more than 10 shares rose.
Jing Chunmei, director of the scientific research and Information Department of the China Center for international economic exchanges and head of the Energy Policy Research Institute, told the Shanghai Securities News that the plan has five highlights:
first, defines the energy attribute of hydrogen, which is an integral part of the future national energy system second, highlight the development direction of green hydrogen and encourage and support hydrogen production from renewable energy third, emphasizes innovation leading, self-reliance and self-improvement, and systematically constructs an innovation system to support the high-quality development of hydrogen energy industry fourth, emphasizes safety first and strengthens the prevention and control of major risks in the whole hydrogen energy industry chain fifth, encourages diversified demonstration, but it should also be applied steadily and cautiously, and gradually expand its application in transportation, energy storage, industry and other fields, so as to avoid blind layout and rush in some places.
Ouyang Xun, chairman of Beijing hydrogen Pu Chuang energy company, told the Shanghai Securities News that the introduction of the plan has given “reassurance” to the capital in the field of hydrogen energy and made it clear that hydrogen energy has risen to the strategic position of national energy. Among them, the expected target of about 50000 fuel cell vehicles in the plan, is expected to promote the more than expected development of fuel cell vehicles, which may reach 100000 in 2025
however, with regard to the development of hydrogen energy industry, Wang Xiang, deputy director of the high technology department of the national development and Reform Commission, also said at a press conference on March 23 that it is strictly prohibited to “race horse enclosure” in the name of building hydrogen energy projects, and it is strictly prohibited to compete with each other in the formulation of hydrogen energy industry planning, investment scale, attracting investment and project construction
three strategic positioning hydrogen energy trillion industry “Wangchun”
On the same day, the national development and Reform Commission held a special press conference to interpret the plan in an all-round way.
hydrogen energy is an important part of the future national energy system
hydrogen energy industry is a strategic emerging industry and the key development direction of future industry
hydrogen energy is an important carrier for energy consumption terminal to realize green and low-carbon transformation
The plan defines the above three strategic positioning of hydrogen energy. At the press conference, Wang Xiang stressed that hydrogen energy is a kind of secondary energy with rich sources, green, low-carbon and wide application. It is of great significance to reduce greenhouse gas emissions such as carbon dioxide and achieve the goal of carbon peak and carbon neutralization.
“The introduction of the plan and clear strategic positioning will accelerate the development of hydrogen energy industry.” Jing Chunmei said. According to the prediction of China hydrogen energy alliance, by 2025, the output value of China’s hydrogen energy industry will reach 1 trillion yuan; By 2050, the demand for hydrogen will be close to 60 million tons, and about 700 million tons of carbon dioxide will be reduced. Hydrogen energy accounts for more than 10% of China’s terminal energy system, and the annual output value of the industrial chain will reach 12 trillion yuan, becoming a new growth pole leading economic development.
“At present, although China’s existing hydrogen supply system is dominated by hydrogen production from fossil energy, China has the largest installed capacity of renewable energy power generation in the world and has great potential in clean and low-carbon hydrogen energy supply, which is also the direction clearly encouraged and supported in the plan.” Liu Yafang, deputy director of the science and Technology Department of the national energy administration, said that in the next step, it will work with relevant departments to encourage the demonstration of hydrogen production from renewable energy in areas rich in wind, solar and hydropower resources. It is believed that the proportion of hydrogen production from renewable energy in terminal energy consumption will continue to increase in the future.
Wang Xiang pointed out that hydrogen energy is similar to electric energy. In the long run, it will become an important secondary energy in the future clean energy system. On the one hand, hydrogen energy has high energy density and simple storage mode. It is an ideal choice for large-scale and long-term energy storage. Through the integrated development of “scenery hydrogen storage”, it provides a solution for the large-scale consumption of renewable energy. On the other hand, with the mature development of hydrogen energy utilization technologies such as fuel cells, hydrogen energy, thermal energy and electric energy will realize flexible conversion and coupling development.
by 2025, the number of fuel cell vehicles will be about 50000, and a number of hydrogen refueling stations will be deployed
The development goal proposed in the plan is very clear, which is very conducive to the healthy development of the whole industry.
“We should also be soberly aware that China’s hydrogen energy industry is still in the early stage of development. Facing many challenges such as weak industrial innovation ability, low level of technical equipment and lagging basic systems supporting industrial development, we need to strengthen top-level design and guide the healthy and orderly development of the industry.” Said Wang Xiang.
The plan proposes that by 2025, a relatively perfect institutional and policy environment for the development of hydrogen energy industry will be formed, the industrial innovation ability will be significantly improved, the core technology and manufacturing process will be basically mastered, and a relatively complete supply chain and industrial system will be preliminarily established. Remarkable achievements have been made in the demonstration and application of hydrogen energy, great progress has been made in clean energy hydrogen production and hydrogen energy storage and transportation technology, and the market competitiveness has been greatly improved. A hydrogen energy supply system focusing on the nearby utilization of industrial by-product hydrogen and renewable energy hydrogen production has been preliminarily established. The number of fuel cell vehicles is about 50000, and a number of hydrogenation stations are deployed. Hydrogen production from renewable energy has reached 1 China Vanke Co.Ltd(000002) 00000 tons / year, which has become an important part of new hydrogen energy consumption and achieved carbon dioxide emission reduction of 1-2 million tons / year.
After another five years of development, by 2030, a relatively complete technological innovation system for hydrogen energy industry and a clean energy hydrogen production and supply system will be formed. The industrial layout will be reasonable and orderly, and hydrogen production from renewable energy will be widely used, which will strongly support the realization of the carbon peak goal.
By 2035, a hydrogen energy industry system will be formed to build a diversified hydrogen energy application ecology covering transportation, energy storage, industry and other fields. The proportion of hydrogen production from renewable energy in terminal energy consumption has increased significantly, which plays an important supporting role in the green transformation and development of energy.
support qualified hydrogen energy enterprises to register and list on the science and innovation board, gem and other financing
“The development of hydrogen energy industry is a systematic project involving a wide range and strong comprehensiveness. In order to promote the smooth completion of various objectives and key tasks, the plan puts forward a series of safeguard measures.” Wang Xiang said that it includes focusing on key links and major issues in the development of hydrogen energy industry, formulating and issuing relevant policies, forming a “1 + n” policy system and promoting the implementation of various planning tasks.
The plan proposes to combine the characteristics of resource endowment and industrial layout, select the technical route of hydrogen production according to local conditions, and gradually promote the construction of a clean, low-carbon and low-cost diversified hydrogen production system. In coking, chlor alkali, propane dehydrogenation and other industrial agglomeration areas, give priority to the use of industrial by-product hydrogen, encourage nearby consumption, and reduce the supply cost of industrial by-product hydrogen. In areas rich in wind, solar and hydropower resources, carry out hydrogen production demonstration from renewable energy, gradually expand the demonstration scale, and explore seasonal energy storage and power grid peak shaving. Promote the research and development of technologies such as hydrogen production by solid oxide electrolytic cell, hydrogen production by photolysis of water, hydrogen production by seawater and hydrogen production by nuclear energy at high temperature. Explore the establishment of hydrogen production bases in areas with large application scale of hydrogen energy.
“The plan also proposes to give full play to the guiding role of investment in the central budget and support the development of hydrogen energy related industries.” Wang Xiang said that it will strengthen financial support, encourage banking financial institutions to support the development of hydrogen energy industry in accordance with the principles of controllable risk and commercial sustainability, and use scientific and technological means to provide accurate and differentiated financial services for high-quality enterprises; Encourage industrial investment funds and venture capital funds to support hydrogen energy innovative enterprises in accordance with the principle of marketization, and promote the transfer and transformation of scientific and technological achievements support qualified hydrogen energy enterprises to register for listing and financing on the science and innovation board, gem, etc
“Infrastructure construction is an important guarantee for the development of hydrogen energy industry.” Wang Xiang said that he would strengthen overall planning, promote China’s hydrogen energy infrastructure construction, and provide a solid guarantee for the high-quality development of the hydrogen energy industry.
several listed companies in the industrial chain responded quickly
Saic Motor Corporation Limited(600104) : encouraging the development of hydrogen production and storage is the highlight of this plan
“Encouraging the development of hydrogen production and storage is the highlight of this plan, which is a major positive.” As the first listed company to develop hydrogen passenger vehicles in China, Saic Motor Corporation Limited(600104) relevant persons frankly told the reporter of Shanghai Securities News on March 23.
The above-mentioned person said that compared with the development of hydrogen fuel heavy truck, one of the important obstacles for hydrogen fuel cell passenger vehicles to enter ordinary people’s homes is the lack of supporting construction such as hydrogen production and hydrogen storage. Take Shanghai as an example. At present, there are only a few hydrogenation points such as Jiading country park, which is far from meeting the needs of the popularization of hydrogen powered vehicles. Sinopec and other parties need to strengthen investment and construction in the future.
“The popularity of hydrogen energy vehicles needs to be improved from the aspects of purchase cost, use cost and use scene, so as to compete with fuel vehicles and pure electric vehicles.” The source added.
The new “plan” proposes to combine the characteristics of resource endowment and industrial layout, select the technical route of hydrogen production according to local conditions, and gradually promote the construction of a clean, low-carbon and low-cost diversified hydrogen production system. Promote the research and development of technologies such as hydrogen production by solid oxide electrolytic cell, hydrogen production by photolysis of water, hydrogen production by seawater and hydrogen production by nuclear energy at high temperature. Explore the establishment of hydrogen production bases in areas with large application scale of hydrogen energy.
Hanma Technology Group Co.Ltd(600375) : the company has plans for hydrogen fuel cell vehicles
“The company has plans for hydrogen fuel cell vehicles, but has not yet achieved sales.” Li Feng, Secretary of Hanma Technology Group Co.Ltd(600375) board of directors, told the reporter of Shanghai Securities News on March 23 that Hanma Technology Group Co.Ltd(600375) is one of the enterprises that entered the field of new energy heavy truck earlier in China. At present, the company has a series of new energy industry chain products such as pure electric, hybrid and hydrogen fuel cell. “However, the launch of hydrogen fuel cell products depends on the market demand. At present, the relative unit price is still relatively high and the market acceptance is not high.”
Liu Hanru, former general manager of Hanma Technology Group Co.Ltd(600375) and chief scientist of Geely commercial vehicle, said that hydrogen fuel cell heavy truck can well meet the needs of long-distance transportation. With the adjustment of national energy structure and the upgrading of environmental protection requirements, hydrogen fuel cell heavy truck will have broad market development prospects in the future with the advantages of zero emission and no pollution.
Liu Hanru also said that in addition to hydrogen fuel cells, the technical route of hydrogen internal combustion engine suitable for heavy truck vehicles also deserves attention. By refitting traditional internal combustion engine, burning hydrogen without carbon dioxide emission is a fast and reliable emission reduction technical scheme, which is worthy of development and promotion.
Liu Hanru suggested that can give the same support to hydrogen internal combustion engine and hydrogen fuel cell compared with the current support policies for hydrogen fuel cell, such as the same new energy integration policy
Haima Automobile Co.Ltd(000572) : long term deep cultivation of hydrogen energy vehicles
Unlike Saic Motor Corporation Limited(600104) , as the only automobile enterprise in Hainan Province, Haima Automobile Co.Ltd(000572) previously, while developing hydrogen fuel cell passenger cars, it also began to try to build an integrated photovoltaic hydrogen production and high-pressure hydrogenation station on Hainan Island. The first integrated station was completed in Haikou in December 2021P align = “center” Haima Automobile Co.Ltd(000572) the new hydrogenation station in Haikou, Hainan
Haima Automobile Co.Ltd(000572) board secretary Liu Rui told the reporter of Shanghai Securities News on March 23 that “deep cultivation of hydrogen energy vehicles” is the strategic direction Haima Automobile Co.Ltd(000572) has adhered to for a long time. At the same time, Haima Automobile Co.Ltd(000572) believes that in addition to technological innovation, the landing of hydrogen energy automobile industry is inseparable from the creation of appropriate scenes, which should be promoted in an orderly manner according to local conditions. Based on this, in order to implement the national “double carbon” strategy and based on the resource endowment and scene advantages of Hainan free trade port, Haima Automobile Co.Ltd(000572) will jointly promote and build the “whole industry chain zero carbon emission green vehicle ecosystem” project in Hainan free trade port, including upstream green energy supply, midstream green new energy vehicles and downstream green travel.
Beijing Sinohytec Co.Ltd(688339) : the operating mileage of high-power autonomous fuel cell exceeds 27 million km
The reporter of Shanghai Securities News learned from Beijing Sinohytec Co.Ltd(688339) that as an important undertaker of the project of “promoting the commercial development of fuel cell vehicles (FCV) in China”, the company continues to break through the core technology bottleneck and constantly bring forth the new. The power of a new generation of high-power autonomous fuel cell series products has been increased to 240kw, which can be adapted to all land transportation models including public transportation, groups, medium and heavy trucks, etc. By the end of the project, more than 800 models belonging to the project have been promoted in Beijing, Zhangjiakou, Zhengzhou and other cities, with an operating mileage of more than 27 million kilometersPower system equipped with Center
In addition, in the above demonstration cities, Beijing Sinohytec Co.Ltd(688339) also actively cooperates with local upstream and downstream enterprises in the industrial chain to continuously expand and improve the construction of hydrogen energy ecology. In particular, taking advantage of the opportunity of the 2022 Zhangjiakou Winter Olympics, we will unite with PetroChina, Sinopec, SDIC, BAIC Futian, Beijing public transport, CSIC 718 Institute, Zhangjiakou transportation investment and other enterprises to build China’s first green coupling ecology for renewable energy and fuel cell development, hydrogen energy demonstration city for the Winter Olympics, and an increasingly perfect Beijing Tianjin Hebei hydrogen energy ecosystem.
Weishi new energy: there are two rounds of financing plans in 2022
As one of the important R & D companies of hydrogen fuel cells in China, Weishi new energy ranks second in the number of hydrogen fuel supporting enterprises in the catalogue of new energy vehicle models released by the Ministry of industry and information technology in March 2022.
On March 23, the relevant person in charge of Weishi new energy told the reporter of Shanghai Securities News that the new plan is not only good for the whole hydrogen energy industry, but also substantially good for the development of core component supporting companies such as Weishi new energy. Weishi new energy has two rounds of financing plans in 2022. We hope to further improve the company’s R & D strength and better participate in international competition through listing in the future.
