On the morning of the 23rd, the boots of hydrogen energy officially landed.
national development and Reform Commission
12 trillion pound plan released
hydrogen track rising tide
On the morning of the 23rd, the national development and Reform Commission issued the medium and long term plan for the development of hydrogen energy industry (20212035), and held a press conference at 10:00 this morning to introduce the plan.
The plan has three main highlights:
1. Explore the establishment of hydrogen production base in areas with large application scale of hydrogen energy
In the plan, the national development and Reform Commission proposed 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.
2. 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.
3. Support qualified hydrogen energy enterprises to register and list on the science and innovation board, gem and other financing
The plan also mentioned 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.
Citic Securities Company Limited(600030) believes that the industrial top-level design is about to be implemented, and the multi-dimensional policy system is gradually improved. In 2022, the industry development is expected to press the fast forward key.
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. The annual output value of industrial chain will reach 12 trillion yuan, becoming a new growth pole leading economic development .
Affected by this news, more than 10 stocks in the hydrogen energy sector rose by the daily limit in early trading on the 23rd.
Taiwan 8 sudden earthquakes
maximum magnitude 6.6
According to the measurement of China Earthquake Network, many earthquakes occurred in Eastern Taiwan and nearby waters in the early morning of the 23rd, with the largest magnitude of 6.6.
■ at 1:06 , an earthquake with a magnitude of 4.5 occurred in the sea area of Pingtung County, Taiwan (22.12 degrees north latitude and 121.37 degrees east longitude 23456 , focal depth of 19 km.
■ 1:41 , an earthquake of magnitude 6.6 occurred in the sea area of Taitung County, Taiwan (23.45 degrees north latitude and 121.55 degrees east longitude 23456 , focal depth of 20 km. According to the news from the CCTV reporter, almost the whole station felt the earthquake, and the feeling in Taipei was obvious, shaking violently for more than 10 seconds. According to netizens, earthquakes were felt in Fuzhou, Quanzhou, Xiamen and other places in Fujian.
■ at 1:43, Hualien County, Taiwan (23.50 degrees north latitude and 121.40 degrees east longitude) suffered a 5.7 earthquake with a focal depth of 20 km.
■ 2:11, Taiwan Taitung County sea area (23.38 degrees north latitude, 121.52 degrees east longitude) occurred 4.1 earthquake with focal depth of 20 km.
■ earthquake with a magnitude of 4.7 occurred in the sea area of Taitung County, Taiwan (23.43 degrees north latitude and 121.55 degrees east longitude), with a focal depth of 30 km.
The earthquake occurred at .
■ earthquake of magnitude 5.7 occurred in the sea area of Taitung County, Taiwan (23.39 degrees north latitude and 121.52 degrees east longitude), with a focal depth of 20 km.
■ earthquake of magnitude 4.3 occurred in the sea area of Taitung County, Taiwan (23.31 degrees north latitude and 121.55 degrees east longitude), with a focal depth of 15 km.
When the earthquake happened, the electric light in the home of a Taiwanese netizen shook.
In the early morning of the 23rd, a bridge under construction in Hualien County, Taiwan collapsed due to the earthquake. Fortunately, no one was working on the bridge at that time.
Affected by the earthquake, the slopes of many sections in Taitung collapsed or fell rocks, and the pavement cracked 32.5Km away from the east section of Yuchang highway on the east coast. As of press time, the whole line of roads is prohibited.
Fujian has strong earthquake sensitivity
After the earthquake, netizens in Fuzhou, Quanzhou, Xiamen and other places reported that they felt the earthquake: "strong earthquake", "directly shaken up", "floor to ceiling windows, sofas and floors are shaking"
Some netizens felt the shock for many times, "shaking all the time", "getting ready to sleep again and being shaken up"
In addition, the Japan Meteorological Agency also issued an earthquake warning, which was felt in Okinawa.
some semiconductor plants are affected
According to Taiwan Economic Daily, the strong earthquake was felt across Taiwan early this morning, and there was no major accident in the southern Science Park in Taiwan.
at present, it is known that some machines in qunchuang optoelectronics plants B and F are down , and no disaster has been reported from many large plants, including TSMC 18a, liandian and Caijing, and the personnel have not been evacuated.
According to the data of Tainan Science Park Administration, the epicenter was 62.6 kilometers south of Hualien County, with an earthquake depth of 30.6 kilometers. The Richter scale reached 6.6, including 33.60gal (Level 4) of Tainan qunchuang B plant, 33.90gal (Level 4) of TSMC 18 plant and 61.00gal (Level 4) of Caijing.
Because the magnitude of the earthquake reached level 4, the production units of some manufacturers were down, but there was no evacuation action.
TSMC said that most plant areas did not meet the evacuation standards, only sporadic evacuation. After the earthquake, they returned to the production line soon.
liandian said that employees and plants were safe, and some machines needed to be restarted to start the protective shutdown function, and overall performance in the first quarter was not affected
In early trading on the 23rd, the share prices of semiconductor manufacturers such as TSMC and liandian remained stable.
