The national development and Reform Commission and the National Energy Administration jointly issued the medium and long term plan for the development of hydrogen energy industry (20212035) (hereinafter referred to as the plan), which is China’s first medium and long term plan for hydrogen energy industry. Xinhua Finance combs the whole industrial chain and looks at the relevant listed companies in the upstream and downstream.
support qualified hydrogen energy enterprises to register and list on the science and innovation board, gem and other financing
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.
The plan points out that we should give full play to the guiding role of investment in the central budget and support the development of hydrogen energy related industries. 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.
focus on promoting the application of heavy vehicles in hydrogen fuel cells
The plan proposes that based on the basic conditions such as local hydrogen energy supply capacity, industrial environment and market space, combined with the development characteristics of the road transportation industry, focus on promoting the application of heavy vehicles in hydrogen fuel cells, orderly expand the market application space of passenger and cargo vehicles with new energy such as hydrogen fuel cells, and gradually establish a complementary development model between fuel cell electric vehicles and lithium battery pure electric vehicles. Actively explore the application of fuel cells in ships, aircraft and other fields, promote the research and development of large hydrogen aircraft, and continuously improve the market scale of hydrogen energy application in transportation.
Which industry chains are expected to be listed
The hydrogen energy industry chain involves many core parts Soochow Securities Co.Ltd(601555) , China Industrial Securities Co.Ltd(601377) , Everbright Securities Company Limited(601788) , China Merchants Securities Co.Ltd(600999) were all optimistic about the hydrogen energy industry. It is suggested to pay attention to the main equipment targets in all links under the long-term high climate. Xinhua Finance combs the whole industrial chain and the upstream part, mainly including hydrogen production, storage and transportation and hydrogenation. Relevant listed companies involved are as follows: p align = “center” Figure 1: combing of listed companies related to hydrogen production business p align = “center” Figure 2: combing of listed companies related to hydrogen hydrogenation and storage business
In the midstream, hydrogen fuel cells and systems dominate. In the downstream part, hydrogen fuel cell vehicles have become a breakthrough in the development of terminal applications. The related listed companies involved are as follows: p align = “center” Figure 3: sorting of listed companies related to fuel cell business
