The national development and Reform Commission and the National Energy Administration today issued the medium and long term plan for the development of hydrogen energy industry (20212035) (hereinafter referred to as the plan). This is the first medium and long-term plan for China’s hydrogen energy industry, and it is the first time to clarify that hydrogen energy is an important part of the future national energy system.
Affected by the good news, today’s hydrogen energy concept sector lifted the limit tide, and more than 10 stocks rose the limit.
China’s first long-term hydrogen energy industry plan
Hydrogen energy is a kind of secondary energy with rich sources, green, low-carbon and wide application. It is of great significance to achieve the goal of carbon peak and carbon neutralization.
The plan puts forward the objectives of various stages of the development of hydrogen energy industry: by 2025, basically master the core technology and manufacturing process, have about 50000 fuel cell vehicles, and deploy and build a number of hydrogen refueling stations.
The plan proposes that by 2025, hydrogen production from renewable energy will reach 1 China Vanke Co.Ltd(000002) 00000 tons / year, and carbon dioxide emission reduction will be 1-2 million tons / year. By 2030, a relatively complete technological innovation system for hydrogen energy industry and a clean energy hydrogen production and supply system will be formed to effectively support the realization of the carbon peak goal.
Wei Suo, President of hydrogen energy branch of China Industrial Development Promotion Association : Green hydrogen is widely used as fuel, which can replace fuel and realize clean transportation. In the industrial field, it can be used as fuel raw materials and additives to replace coal and oil for synthetic ammonia, synthetic methanol and metal smelting.
By 2035, China will form a diversified application ecology of hydrogen energy, and the proportion of hydrogen production from renewable energy in terminal energy consumption will increase significantly.
“medium and long term plan for the development of hydrogen energy industry”: ensure the safe and controllable utilization of hydrogen energy
The plan proposes to take safety as the internal requirement for the development of hydrogen energy industry, strengthen the prevention and control of major safety risks in the whole industrial chain such as hydrogen energy production, storage, transmission, processing and use, and ensure the safe and controllable utilization of hydrogen energy.
Wei Suo, President of hydrogen energy branch of China Industrial Development Promotion Association : hydrogen energy is safe and controllable in an open environment, because hydrogen energy is highly volatile and can spread rapidly in case of leakage.
The plan proposes to coordinate the layout of the national hydrogen energy industry, reasonably grasp the industrial development progress, avoid disorderly competition, support the reconstruction and expansion of hydrogen stations by using the existing gas filling station site according to law and regulations, and carry out pilot demonstration of hydrogen doped natural gas pipeline and pure hydrogen pipeline.
In addition, there are more than 300 Industrial Enterprises above the scale of the whole hydrogen energy industry chain in China, but the industrial development is still in the early stage. Some places blindly follow the trend, compete with the same quality, and the signs of low-level construction appear. Experts said that it is still necessary to speed up the breakthrough of the bottleneck of hydrogen energy core technology and key materials to form new growth points.
Jing Chunmei, researcher of China Center for international economic exchanges : at present, during the 14th Five Year Plan period, we still need to break through the stage of technological innovation and improve the industrial chain. It may take five to ten years for large-scale commercialization.
hydrogen energy concept sector raises the limit tide
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, hydrogen energy will account for more than 10% of China’s terminal energy system, and the industrial output value will reach 12 trillion yuan .
△ data source: China hydrogen energy alliance
Affected by the good news, today’s hydrogen energy concept sector lifted the limit tide , Hengguang shares, Sunfly Intelligent Technology Co.Ltd(300423) and other more than ten shares rose, and the new energy industry chains such as wind power and energy storage rose sharply.
