The national development and Reform Commission and the National Energy Administration recently jointly issued the medium and long term plan for the development of hydrogen energy industry (20212035) (hereinafter referred to as the plan). On March 23, the national development and Reform Commission held a special press conference to interpret the plan in an all-round way. The plan makes it clear for the first time that hydrogen energy is an important part of the future national energy system, and hydrogen production from renewable energy is the main development direction.
clear strategic positioning of hydrogen energy
The plan defines three strategic orientations of hydrogen energy: hydrogen energy is an important part of the future national energy system, an important carrier for energy terminals to realize green and low-carbon transformation, and a key development direction of strategic emerging industries and future industries. Wang Xiang, deputy director of the high technology department of the national development and Reform Commission, said at the press conference that hydrogen energy is a kind of secondary energy with rich sources, green, low-carbon and wide application. It is of great significance to reduce greenhouse gas emissions such as carbon dioxide and achieve the goal of carbon peak and carbon neutralization.
“Hydrogen energy is similar to electric energy. In the long run, it will become an important secondary energy in the future clean energy system.” Wang Xiang said that on the one hand, through the integrated development of “scenery hydrogen storage”, it provides solutions for the large-scale consumption of renewable energy; On the other hand, with the mature development of hydrogen energy utilization technologies such as fuel cells, hydrogen energy, thermal energy and electric energy will realize flexible conversion and coupling development.
Jing Chunmei, director of the scientific research and Information Department of the China Center for international economic exchanges and head of the Energy Policy Research Institute, told the Shanghai Securities News that the plan has five highlights: first, it defines the energy attribute of hydrogen, which is an integral part of the future national energy system; Second, highlight the development direction of green hydrogen and encourage and support hydrogen production from renewable energy; Third, emphasize innovation guidance, self-reliance and self-improvement, and systematically build an innovation system to support the high-quality development of hydrogen energy industry; Fourth, emphasize safety first and strengthen the prevention and control of major risks in the whole hydrogen energy industry chain; Fifth, we should encourage diversified demonstration, but we should also be steady and cautious in application, and gradually expand the application in transportation, energy storage, industry and other fields, so as to avoid blind layout and rush in some places.
clear development goals trillion industry “looking forward to summer in spring”
According to the objectives put forward in the plan, by 2025, great progress will be made in clean energy hydrogen production and hydrogen energy storage and transportation technology, the market competitiveness will be greatly improved, and a hydrogen energy supply system focusing on the nearby utilization of industrial by-product hydrogen and renewable energy hydrogen production will be 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.
Ouyang Xun, chairman of Beijing hydrogen Pu Chuang Energy Co., Ltd., told reporters that the plan specifies that hydrogen energy will rise to the national energy strategic position, and puts forward the expected target of about 50000 fuel cell vehicles by 2025. “I expect this will promote the more than expected development of fuel cell vehicles, which may reach 100000.” He said.
Lu Chenyu, Secretary General of Beijing Centergate Technologies (Holding) Co.Ltd(000931) hydrogen energy and fuel cell technology innovation Shenzhen New Industries Biomedical Engineering Co.Ltd(300832) alliance, told reporters that the plan defines the future scenario of China’s hydrogen energy industry development, transportation application is the breakthrough, and energy storage, power generation and industry also have broad application space.
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, and the annual output value of the industrial chain will reach 12 trillion yuan, becoming a new growth pole leading economic development.
“The plan also proposes to give full play to the guiding role of investment in the central budget and support the development of hydrogen energy related industries.” Wang Xiang said that it will 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.
renewable energy hydrogen production will become the “main force”
Determining the main development direction of “hydrogen production from renewable energy” has become another highlight of the plan.
According to the goal of the plan, hydrogen production from renewable energy will be widely used by 2030; By 2035, a hydrogen energy industry system will be formed to build a diversified hydrogen energy application ecology covering transportation, energy storage, industry and other fields. The proportion of hydrogen production from renewable energy in terminal energy consumption has increased significantly, which plays an important supporting role in the green transformation and development of energy.
The data show that at present, China’s hydrogen production exceeds 30 million tons / year, mainly including hydrogen production from fossil energy and industrial by-product hydrogen, which are used to produce chemical products. The carbon emission of hydrogen production from fossil energy is very high. The average production of 1kg hydrogen will emit 10-30kg carbon dioxide.
“At present, although China’s existing hydrogen supply system is dominated by hydrogen production from fossil energy, China has the largest installed capacity of renewable energy power generation in the world and has great potential in clean and low-carbon hydrogen energy supply, which is also the direction clearly encouraged and supported in the plan.” Liu Yafang, deputy director of the science and Technology Department of the national energy administration, said that in the next step, it will work with relevant departments to encourage the demonstration of hydrogen production from renewable energy in areas rich in wind, solar and hydropower resources. It is believed that the proportion of hydrogen production from renewable energy in terminal energy consumption will continue to increase in the future.
“The plan clearly proposes to improve the efficiency of hydrogen production from renewable energy and the scale of single equipment, which will be of great benefit to the development of hydrogen production from electrolytic water in China, and will also promote more enterprises to make greater investment and research and development in hydrogen production from electrolytic water. At the same time, some new hydrogen production technologies from electrolytic water will also usher in good opportunities for development.” Luenmei Quantum Co.Ltd(600167) chief engineer and President of Lianmei Institute of environmental science and technology Wu Haibin told reporters.
