The heavyweight documents of the hydrogen energy industry were finally released, and the hydrogen energy concept stocks soared collectively.
The important position of the national hydrogen energy industry development plan (hereinafter referred to as the national energy development and Reform Commission) was issued on May 23, 2023.
The plan makes it clear that hydrogen energy is the key direction of strategic emerging industries and a new growth point for building a green and low-carbon industrial system and industrial transformation and upgrading. It will promote the integration of hydrogen energy, electric energy and thermal energy systems and promote the formation of a diversified, complementary and integrated modern energy supply system.
The plan puts forward 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, covering transportation, energy storage, industry and other fields. The proportion of hydrogen production from renewable energy in terminal energy consumption will increase significantly.
The plan also points out the need to promote the construction of hydrogen energy infrastructure in an orderly manner. Explore seasonal energy storage and power grid peak shaving in areas rich in wind, solar and hydropower resources; Explore the establishment of hydrogen production bases in areas with large application scale of hydrogen energy.
In terms of promoting hydrogen energy application, the plan proposes to continuously improve the market scale of hydrogen energy application in the transportation field. Combined with the development characteristics of the road transportation industry, focus on promoting the application of heavy vehicles in hydrogen fuel cells.
China is the world’s largest hydrogen producer, with an annual hydrogen production of about 33 million tons, of which about 12 million tons meet the industrial hydrogen quality standard. The installed capacity of renewable energy ranks first in the world and has great potential in clean and low-carbon hydrogen energy supply.
The hydrogen energy industry chain covers hydrogen energy and fuel cell.
China has preliminarily mastered the technologies of hydrogen energy preparation, storage and transportation, hydrogenation, fuel cell and system integration from upstream to downstream. There are more than 300 Industrial Enterprises above the scale of the whole industrial chain, which are concentrated in the Yangtze River Delta, Guangdong, Hong Kong and Macao Bay area, Beijing, Tianjin and Hebei.
Affected by the above positive news, more than 10 shares in hydrogen energy and fuel cell sector rose today. As of midday closing, the hydrogen energy concept sector rose 3.65%; Hydrogen fuel cell concept stocks rose 2.07%.
Among them, Hengguang Co., Ltd. (301118. SZ), a hydrogen production enterprise, rose 20.01% to 57.22 yuan half an hour after the opening of trading today, sealing the daily limit.
The company is a high-tech enterprise integrating R & D, production and sales of sulfur and chlorination industrial product chain.
Hengguang said at the end of 2021 that its annual output of hydrogen was about 30 million cubic meters, about 2.7 million tons.
Hydrogen production, storage and hydrogenation enterprises such as Changchun Zhiyuan New Energy Equipment Co.Ltd(300985) ( Changchun Zhiyuan New Energy Equipment Co.Ltd(300985) . SZ), Lanzhou Ls Heavy Equipment Co.Ltd(603169) ( Lanzhou Ls Heavy Equipment Co.Ltd(603169) . SH), Fujian Snowman Co.Ltd(002639) ( Fujian Snowman Co.Ltd(002639) . SZ) also rose.
Among hydrogen fuel cell stocks, Sunfly Intelligent Technology Co.Ltd(300423) ( Sunfly Intelligent Technology Co.Ltd(300423) . SZ) rose by more than 16%. Relying on its main electrical business, the company has launched fuel cell system and has the ability to produce fuel cell DC / DC converter.
Fuel cell end core material enterprise Beijing Jingcheng Machinery Electric Company Limited(600860) ( Beijing Jingcheng Machinery Electric Company Limited(600860) . SH) continued to rise the limit today, the third limit recorded in nearly five trading days, with a cumulative increase of 42.57%.
The 35MPa high-pressure hydrogen storage cylinders produced by the company have been applied in batch in the field of hydrogen fuel cell vehicles and fuel cell standby power supply.
Fuel cell system manufacturer Beijing Sinohytec Co.Ltd(688339) ( Beijing Sinohytec Co.Ltd(688339) . SH) also gained the daily limit. The company focuses on the R & D and industrialization of hydrogen fuel cell engine system.
