Comment report on electrical equipment industry: the medium and long-term plan for hydrogen energy has been issued, and the industry has started a new journey from 0 to 1

The plan defines the development direction of hydrogen production, storage and transportation and hydrogenation technologies and the core technologies that need to be tackled urgently

\u3000\u30001. In terms of hydrogen production, (1) improve the conversion efficiency of hydrogen production from renewable energy and the scale of hydrogen production from a single unit; (2) 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; (3) Carry out hydrogen production demonstration of renewable energy in areas rich in wind, solar and hydropower resources, and achieve hydrogen production of 1 China Vanke Co.Ltd(000002) 00000 tons / year by 2025 (hydrogen production from renewable energy: Longi Green Energy Technology Co.Ltd(601012) , Sungrow Power Supply Co.Ltd(300274) etc.), and form a relatively complete clean energy hydrogen production and supply system by 2030.

\u3000\u30002. In terms of hydrogen storage and transportation, (1) develop monitoring and testing technology for key influencing factors of hydrogen equipment; (2) Improve the efficiency of high-pressure gaseous storage and transportation, accelerate the reduction of storage and transportation costs, and effectively improve the commercialization level of high-pressure gaseous storage and transportation; (3) Promote the industrial application of low-temperature liquid hydrogen storage and transportation, and explore the application of storage and transportation methods such as solid state, cryogenic high-pressure and organic liquid; (4) Carry out pilot demonstration of hydrogen doped natural gas pipeline and pure hydrogen pipeline.

\u3000\u30003. In terms of hydrogenation, support the reconstruction and expansion of hydrogenation stations by using the site facilities of existing gas stations in accordance with laws and regulations, and deploy and build a number of hydrogenation stations by 2025. Beneficiary object: hydrogen energy industry chain: Shanxi Meijin Energy Co.Ltd(000723) etc; Fuel cell related: Beijing Sinohytec Co.Ltd(688339) , Shenzhen Center Power Tech.Co.Ltd(002733) etc.

The plan describes the key downstream application fields and demonstration projects of hydrogen energy industry

It is planned that by 2035, China will form a hydrogen energy industry system and build a diversified hydrogen energy application ecology covering transportation, energy storage, industry and other fields.

\u3000\u30001. In the field of transportation, (1) support the development of new fuel cell technology, accelerate the technological innovation of proton exchange membrane fuel cell, and continuously improve the reliability, stability and durability of fuel cell; (2) Promote the application of medium and heavy vehicles in hydrogen fuel cells, and orderly expand the market application space of passenger and cargo vehicles with new energy such as hydrogen fuel cells. By 2025, the number of fuel cell vehicles will be about 50000.

\u3000\u30002. In the field of energy storage, we will carry out demonstration of hydrogen energy storage in renewable energy consumption, power grid peak shaving and other application scenarios, and explore and cultivate a new integrated application mode of “wind power generation + hydrogen energy storage”.

\u3000\u30003. In the field of power generation, (1) carry out the demonstration application of standby power supply for hydrogen fuel cell communication base station; (2) Layout hydrogen fuel cell distributed cogeneration facilities.

\u3000\u30004. In the industrial field, (1) carry out the R & D and application of hydrogen metallurgy technology with hydrogen as reducing agent; (2) Explore and carry out the demonstration of hydrogen production from renewable energy as an alternative to fossil energy in synthetic ammonia, methanol, refining, coal to oil and gas and other industries.

Planning and designing the overall policy support and guarantee of hydrogen energy industry

In order to adhere to the market leadership of hydrogen energy industry, the planning requirements highlight the dominant position of enterprises, actively explore the commercialization path of hydrogen energy utilization, encourage leading enterprises to integrate industry resources, layout innovation platforms, and support small and medium-sized enterprises to participate in key technology R & D. In order to promote the innovative development of hydrogen energy industry, the plan requires to promote the construction of hydrogen energy professionals and actively carry out international cooperation in hydrogen energy technology innovation. In order to ensure the standardization and order of hydrogen energy industry, the planning requires to establish and improve the hydrogen energy policy system and hydrogen energy industry standard system, and strengthen the safety supervision of the whole chain. In order to provide financial support for the hydrogen energy industry, give play to the investment guiding role of the central budget, strengthen financial support, encourage industrial investment funds, venture capital funds and other funds to support hydrogen energy innovative enterprises in accordance with the market-oriented principle, and support qualified hydrogen energy enterprises to register and list on the science and innovation board, gem and other financing.

Risk of exceeding the expectation of new energy and new technology development

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