At the just concluded Beijing Winter Olympic Games, hydrogen energy played an important role in torch and automobile fuel. In the future, hydrogen energy will be used in more fields. According to the medium and long term plan for the development of hydrogen energy industry (20212035) (hereinafter referred to as the plan) issued by the national development and Reform Commission on March 23, China will promote the construction of hydrogen energy infrastructure and promote the demonstration application of hydrogen energy. By 2025, the hydrogen production capacity of renewable energy will reach 1 China Vanke Co.Ltd(000002) 00000 tons / year. Emerging industries with trillion output value are ready to go, and the capital market should also rise sharply. As of the closing on March 23, Hengguang shares, Fujian Snowman Co.Ltd(002639) , Guangdong No.2 Hydropower Engineering Company Ltd(002060) and other more than 10 shares rose by the limit; Hengguang shares and Sunfly Intelligent Technology Co.Ltd(300423) gained the “20cm” limit board, and Shenzhen Center Power Tech.Co.Ltd(002733) , Shenzhen Honor Electronic Co.Ltd(300870) , Anhui Quanchai Engine Co.Ltd(600218) , etc. also increased by more than 5%.
Focus on hydrogen production from renewable energy
According to the plan, by 2025, the number of fuel cell vehicles in China will reach about 50000, and a number of hydrogen refueling stations will be deployed and constructed; 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.
According to the statistics of relevant market institutions, China is already the largest hydrogen producing country in the world, with a hydrogen production capacity of about 40 million tons / year and an output of about 33 million tons / year. However, they are mainly composed of hydrogen production from fossil energy and industrial by-products. Hydrogen production from coal and natural gas account for nearly 80%, and industrial by-products such as chlor alkali, coke oven gas and propane dehydrogenation account for about 20%. The scale of hydrogen production from renewable energy is still very small.
In terms of hydrogen production from renewable energy, as early as 2015, Zhangjiakou renewable energy demonstration area approved by the State Council had built a number of scenery hydrogen production projects, which provided green and low-carbon hydrogen energy for the operation of fuel cell buses for the Winter Olympics.
“In terms of quantity, hydrogen production from renewable energy can meet the use of fuel cell vehicles.” The academician of the Chinese Academy of Sciences has repeatedly questioned the problem of converting hydrogen into renewable energy based on the high efficiency of fossil energy production and storage. However, the academician of the Chinese Academy of Sciences has repeatedly questioned the problem of converting hydrogen into renewable energy based on the high efficiency of fossil energy production and storage
Ouyang Minggao said, “in Zhangjiakou renewable energy demonstration zone, our team tried to carry out the whole chain project verification from renewable energy hydrogen production to terminal application. When the price of renewable energy electricity is lower than 0.15 yuan / kWh, the economy of renewable energy hydrogen production can be guaranteed. Therefore, renewable energy hydrogen production is the inevitable choice to adhere to the green and low-carbon development path”.
At present, China’s energy industry is actively investing in renewable energy hydrogen production, Sichuan Hydropower hydrogen production, Xinjiang photovoltaic hydrogen production and Inner Mongolia Wind Power hydrogen production, which has laid a good industrial foundation for large-scale production of clean and low hydrocarbon energy.
At a press conference held by the national development and Reform Commission on March 23, Liu Yafang, deputy director of the science and Technology Department of the national energy administration, said that although China’s existing hydrogen supply system is dominated by hydrogen production from fossil energy, China’s installed capacity of renewable energy power generation ranks first in the world and has great potential in clean and low-carbon hydrogen energy supply. In the next step, we will encourage the demonstration of hydrogen production from renewable energy in areas rich in wind, solar and hydropower resources. We believe that the proportion of hydrogen production from renewable energy in terminal energy consumption will continue to increase in the future.
Diversified layout demonstration application
In fact, in recent years, many places in China have set off an upsurge in the development of hydrogen energy industry. However, most of the local hydrogen energy industry plans focus on hydrogen energy transportation, while the progress in other fields is slow.
Therefore, the plan proposes to steadily promote the diversified demonstration application of hydrogen energy, adhere to the guidance of market application, reasonably layout and grasp the rhythm, orderly promote the demonstration application of hydrogen energy in the field of transportation, expand the application in energy storage, distributed power generation, industry and other fields, promote large-scale development, and speed up the exploration and formation of an effective commercialization path for the development of hydrogen energy industry.
For example, 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 ships / aircraft and other fields, and continuously expand the market scale of hydrogen energy applications in the field of transportation. In the field of energy storage, give 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”.
Lin Boqiang, President of China Energy Policy Research Institute of Xiamen University, said in an interview with the Beijing Business Daily that hydrogen fuel cell vehicles still face some problems from the perspective of technology and the whole industrial chain, the most important of which is where hydrogen comes from. Automobile is only a part of hydrogen energy utilization. In the future, there will be many fields such as industry, which requires clean energy such as wind power and photovoltaic to account for a very large proportion in the energy system. When this proportion is large enough, the wind power and photovoltaic in the West will be transported to the East through UHV, and hydrogen energy can turn these unstable clean energy into storable and transportable energy.
The demonstration and application of hydrogen energy in various fields is accelerating. Beijing Business Daily reporter learned from Daxing district that 54000 square meters in the north of the starting area of Beijing Daxing international hydrogen energy demonstration zone has been fully completed and put into operation on March 22. Focusing on the three industrial chains of fuel cell, hydrogen production, storage, transportation and processing and building energy, the park has accumulated more than 300 docking projects, of which 98 enterprises have registered and landed, and 40 enterprises such as Beijing Sinohytec Co.Ltd(688339) , Dongfang hydrogen energy and Wenli technology have signed contracts to enter the park.
It is reported that Daxing international hydrogen energy incubator has rich hydrogen energy application scenarios, and can create a vertical incubation space for hydrogen energy industry through the incubation mode of “deep incubation + precision investment + entrepreneurship training + brand exposure + resource docking”. In terms of vehicle promotion in related industries, the park has introduced 11 operation platform enterprises such as shunyida, shuimutongda and hydrogen transport Lingyi to ensure the application and promotion of vehicles. This year, the first batch of 100 fuel cell refrigerated vehicles in China will be delivered at one time and put into operation.
Take the lead in “tackling key technical problems”
According to the prediction of China hydrogen energy alliance, the output value of China’s hydrogen energy industry will reach 1 trillion yuan from 2020 to 2025 and 5 trillion yuan from 2026 to 2035. The huge industrial prospect attracts relevant enterprises to compete.
Jiangsu Lopal Tech.Co.Ltd(603906) official wechat announced on March 23 that the fuel cell catalyst, PEM electrolytic water hydrogen production equipment catalyst, type IV hydrogen storage bottle and other key materials that Longpan hydrogen energy is currently committed to research and development are the key core areas required to be accelerated in the national hydrogen energy industry planning Shouhang High-Tech Energy Co.Ltd(002665) also announced that Gansu Shouhang scenery hydrogen energy Co., Ltd., a wholly-owned subsidiary, has obtained the filing document of “Gansu Shouhang scenery hydrogen energy Co., Ltd. photovoltaic hydrogen production comprehensive energy storage demonstration project” issued by the development and Reform Bureau of Suzhou District, Jiuquan City, Gansu Province.
However, the hydrogen industry chain is long and the technology is difficult. Compared with the international leading level, China has great room for improvement in key basic materials, core parts, scientific mechanism of hydrogen safety and professionals. Ouyang Minggao suggested to establish a hydrogen energy innovation platform as soon as possible, carry out key core technology research and talent training, and build a self-reliance and self-improvement science and technology system.
“The government should do a good job in the preliminary layout, strengthen the industrial chain and solve the technical difficulties. If we don’t do it now, there can be no relatively complete hydrogen energy industrial chain in the future.” Lin Boqiang also said.
To this end, the plan proposes to focus on weaknesses, continue to strengthen basic research, key technologies and disruptive technological innovation, promote the construction of professional talent team, build a multi-level and diversified innovation platform, form a more collaborative and efficient innovation system, and continuously improve the competitiveness and innovation of hydrogen energy industry.
Wang Xiang, deputy director of the high technology department of the national development and Reform Commission, said that he would adhere to innovation driven development and continue to strengthen the tackling of key technical equipment in the whole industrial chain and break through key core technical equipment by means of “exposing the list and taking the lead”; Accelerate the construction of hydrogen energy innovation system, reasonably arrange innovation platforms, cultivate a number of innovative enterprises and a number of high-level talent teams, so as to effectively support the needs of high-quality development of hydrogen energy technology innovation and industrialization.
