The long-awaited medium and long-term plan for the development of hydrogen energy industry has been officially released!
On March 23, the national development and Reform Commission published the medium and long term plan for the development of hydrogen energy industry (20212035) on its website.
The plan proposes to continuously improve the market scale of hydrogen energy application in the transportation field and create a “1 + n” policy system for the development of hydrogen energy industry. Research and explore the supporting electricity price policy for hydrogen production from renewable energy power generation, and explore the direct participation of hydrogen energy storage in power market transactions. Support qualified hydrogen energy enterprises to register for listing and financing on the science and innovation board, gem, etc.
On the same day, the national development and Reform Commission held a special press conference on this. Wang Xiang, deputy director of the high technology department of the national development and Reform Commission, said that all regions should reasonably grasp the progress of industrial development, and it is strictly prohibited to blindly follow the trend and rush into mass action regardless of local reality, so as to prevent low-level redundant construction. Steadily, carefully and orderly promote the project construction, and it is strictly prohibited to “run a horse and enclosure” in the name of building a hydrogen energy project.
Affected by the good news, the hydrogen energy concept sector lifted the limit tide, more than 10 shares such as Hengguang shares and Beijing Jingcheng Machinery Electric Company Limited(600860) etc. rose, and the new energy industry chains such as wind power and energy storage rose sharply.
by 2025, the number of fuel cell vehicles will be about 50000
The plan defines the objectives of each stage of the development of hydrogen energy industry:
By 2025, we will basically master the core technology and manufacturing process, have about 50000 fuel cell vehicles, deploy and build a number of hydrogenation stations, produce 1 China Vanke Co.Ltd(000002) 00000 tons of hydrogen from renewable energy, and reduce carbon dioxide by 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.
By 2035, a diversified application ecology of hydrogen energy will be formed, and the proportion of hydrogen production from renewable energy in terminal energy consumption will increase significantly.
define four key tasks
Wang Xiang, deputy director of the high technology department of the national development and Reform Commission, said that the plan put forward four key tasks.
First, build an innovation system for hydrogen energy industry.
Second, promote the construction of hydrogen energy infrastructure.
Third, steadily promote the demonstration application of hydrogen energy.
Fourth, improve the policy and institutional guarantee system.
continuously expand the market scale of hydrogen energy application in transportation
In terms of diversified application of hydrogen energy, Liu Yafang, deputy director of the science and Technology Department of the national energy administration, said that the plan has deployed four key demonstration tasks:
first, orderly promote demonstration applications in the field of transportation focus on promoting the application of heavy vehicles in hydrogen fuel cells, orderly expand the market application space of new energy passenger and cargo vehicles such as hydrogen fuel cell buses / trucks, explore the demonstration application of hydrogen fuel cells in ship / aircraft and other fields, and continuously expand the market scale of hydrogen energy application in transportation.
second, actively carry out demonstration applications in the field of energy storage give full play to the advantages of hydrogen energy long-term and large-capacity energy storage, and explore and cultivate a new integrated application mode of “wind power hydropower + hydrogen energy storage”.
third, rational distribution of multiple applications in the field of power generation adjust measures to local conditions, arrange hydrogen fuel cell distributed cogeneration facilities, and carry out hydrogen electricity integration microgrid demonstration. Encourage the demonstration application of hydrogen fuel cell communication base station / standby power supply, and gradually introduce the application of hydrogen fuel cell in finance, hospitals, schools, industrial and mining enterprises and other fields.
fourth, gradually explore alternative applications in the industrial field explore the demonstration of hydrogen production from renewable energy in synthetic ammonia, methanol, refining, coal to oil and gas and other industries / alternative fossil energy, and promote the low-carbon and green development of high energy consuming industries.
explore hydrogen energy storage and directly participate in power market transactions
The plan specifies to study and explore the supporting electricity price policy for hydrogen production from renewable energy power generation, improve the market-oriented mechanism for hydrogen production from renewable energy, improve the energy storage price mechanism covering hydrogen energy storage, and explore the direct participation of hydrogen energy storage in power market transactions.
build a “1 + n” policy system for the development of hydrogen energy industry
The plan points out that focusing on the key links and major issues in the development of hydrogen energy industry, formulate and issue relevant policies in the aspects of standardized management of hydrogen energy, construction and operation management of hydrogen energy infrastructure, innovation of key core technology and equipment, pilot demonstration of diversified application of hydrogen energy industry and construction of national standard system, so as to create a “1 + n” policy system for the development of hydrogen energy industry and effectively play the role of policy guidance.
support qualified hydrogen energy enterprises in science and technology innovation board and
gem and other registered listing financing
In terms of financial support, the plan points out to 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.
it is strictly forbidden to “run a horse and enclosure” in the name of building hydrogen energy projects
In order to further improve the standardized management of hydrogen energy industry, Wang Xiang said:
First, reasonably grasp the progress of industrial development. When studying and formulating plans and supporting policies related to the development of hydrogen energy industry, all localities should fully consider the development basis and conditions of the region, make overall planning and rational layout, and make unified deployment in accordance with the plan, instead of going one step at a time and one size fits all. It is strictly prohibited to blindly follow the trend and rush into mass action regardless of local reality, so as to prevent low-level repeated construction and avoid wasting infrastructure and resources.
Second, all localities should comprehensively consider the local hydrogen energy supply capacity, industrial foundation and market space, reasonably arrange the industrial chain related projects such as hydrogen energy preparation, storage and transportation, filling and Application on the basis of scientific demonstration, and steadily, carefully and orderly promote the project construction. It is strictly prohibited to “run a horse and enclosure” in the name of building hydrogen energy projects.
Third, all localities should earnestly fulfill the main responsibility of the management of hydrogen energy industry in the region, strengthen organizational leadership and overall coordination, and strengthen policy guidance and support; It is strictly prohibited to compete with each other in the formulation of hydrogen energy industry planning, investment scale, investment attraction, project construction, etc.
open a new track in the trillion market
According to the white paper on China’s hydrogen energy and fuel cell industry, the proportion of hydrogen energy in China’s energy system will increase to 10% by 2050, and the industrial scale will reach more than 10 trillion yuan, with broad development space in the future.
Everbright Securities Company Limited(601788) said that the hydrogen energy industry chain involves many links and application scenarios and has broad development space. It is expected to become a trillion market in the future.
Citic Securities Company Limited(600030) believes that the multi-dimensional policy system is gradually improved, and the industry development is expected to press the fast forward key in 2022.
Tianfeng Securities Co.Ltd(601162) believes that 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.
Ouyang Minggao, academician of the Chinese Academy of Sciences and professor of Tsinghua University, said that fuel cell vehicles are only a breakthrough in the application of hydrogen energy. The long-term development should gradually expand to multiple applications in the fields of transportation, electric power, chemical industry and metallurgy, and give full play to the important supporting role of hydrogen energy in the green and low-carbon transformation of energy and the green development of high emission and high pollution industries
Heavy! The top-level design of hydrogen energy industry has landed, and this trillion yuan track is on fire!
Here comes the policy gift bag! The three sectors of hydrogen energy, UHV and energy storage broke out Lanzhou Ls Heavy Equipment Co.Ltd(603169) , Fujian Snowman Co.Ltd(002639) and raised the limit tide
