On March 23, the national development and Reform Commission and the National Energy Administration jointly issued the medium and long term plan for the development of hydrogen energy industry (20212035) (hereinafter referred to as the plan), and held a special press conference to introduce the relevant situation.
The plan points out that 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 plan makes it clear that hydrogen energy is an important part of the future national energy system and an important carrier for energy terminals to realize green and low-carbon transformation. Hydrogen energy industry is a strategic emerging industry and the key development direction of future industry.
According to the plan, by 2025, the core technology and manufacturing process will be basically mastered, the number of fuel cell vehicles will be about 50000, a number of hydrogen refueling stations will be deployed, the hydrogen production capacity of renewable energy will reach 1 China Vanke Co.Ltd(000002) 00000 tons / year, and the carbon dioxide emission reduction will be 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, and the proportion of hydrogen production from renewable energy in terminal energy consumption will increase significantly.
The plan proposes to support “specialized and special new” small and medium-sized enterprises to participate in the research and development of key common technologies in hydrogen energy industry; Explore seasonal energy storage and power grid peak shaving; Explore the establishment of hydrogen production bases in areas with large application scale of hydrogen energy; Focus on promoting the application of heavy vehicles in hydrogen fuel cells; Supporting qualified hydrogen energy enterprises to register and list on the science and innovation board, gem and other important measures conducive to the development of hydrogen energy industry.
According to the previous prediction of China hydrogen energy alliance, hydrogen energy will account for at least 10% of China’s terminal energy system by 2050. The demand for hydrogen is close to 60 million tons, which can reduce about 700 million tons of carbon dioxide, and the annual output value of the industrial chain is about 12 trillion yuan.
Affected by the release of the plan, on March 23, affected by the impact of the release of the plan, on March 23, the hydrogen energy sector’s individual shares in the hydrogen energy sector made a batch stop on March 23, and the shares of henglight and Sunfly Intelligent Technology Co.Ltd(300423) \ , Guangdong No.2 Hydropower Engineering Company Ltd(002060) , Shouhang High-Tech Energy Co.Ltd(002665) , Zhejiang Provincial New Energy Investment Group Co.Ltd(600032) , etc.
support “specialized and new” small and medium-sized enterprises to participate in the R & D of key common technologies in hydrogen energy industry
The plan points out that China’s hydrogen energy industry is still in the early stage of development, with problems and challenges such as weak industrial innovation ability, low level of technical equipment, lagging basic systems supporting industrial development, and further exploration of industrial development form and development path.
In this regard, the plan has deployed the construction of innovation capacity of hydrogen energy industry chain from four aspects: continuously improving the level of key core technologies, striving to build an innovation support platform, promoting the construction of hydrogen energy professionals, and actively carrying out international cooperation in hydrogen energy technology innovation.
In terms of improving the level of key core technologies, the plan makes it clear that it will promote the research and development of key core technologies in all links of green low hydrocarbon energy production, storage, transmission and utilization, continue to promote the demonstration application and industrial development of advanced hydrogen energy technologies, key equipment and major products, and build a high-quality development technology system of hydrogen energy industry.
In terms of creating an innovation support platform, the plan specifies that a multi-level innovation platform will be built around key areas and key links of the hydrogen energy industry. Support leading enterprises to lead the layout of innovation platforms and carry out key technology development and industrial application; Support universities and scientific research institutes to build key laboratories and cutting-edge cross research platforms, and carry out basic hydrogen energy research and forward-looking technology research.
The plan also proposes to support “specialized and special new” small and medium-sized enterprises to participate in the research and development of key common technologies in the hydrogen energy industry, cultivate a number of single champion enterprises with strong independent innovation ability, and promote the coordinated innovation and financing development of large and medium-sized enterprises.
“To form an efficient and complete industrial chain, the key is to deploy an innovation chain around the industrial chain.” Wang Xiang, deputy director of the high technology department of the national development and Reform Commission, said in a question from a Chinese reporter of the securities times securities firm that we should focus on the major needs of the high-quality development of the hydrogen energy industry, accurately grasp the direction of industrial innovation and development, focus on short board weaknesses, appropriately deploy a number of key core technology breakthrough projects in advance, continue to strengthen basic research, key technologies and disruptive technological innovation, and establish and improve a more collaborative and efficient innovation system, Continuously improve the competitiveness and innovation of hydrogen energy industry.
arrange hydrogen production facilities according to local conditions and explore seasonal energy storage and power grid peak shaving
In terms of the overall construction of hydrogen energy infrastructure, the plan requires that the layout of the national hydrogen energy industry should be coordinated, the industrial development progress should be reasonably grasped, disorderly competition should be avoided, the construction of hydrogen energy infrastructure should be promoted in an orderly manner, the safety management of hydrogen energy infrastructure should be strengthened, and the construction of a safe, stable and efficient hydrogen energy supply network should be accelerated.
The plan proposes to arrange hydrogen production facilities according to local conditions. Specifically:
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.
Explore the establishment of hydrogen production bases in areas with large application scale of hydrogen energy.
The plan also proposes to steadily build a storage and transportation system and a hydrogenation network. Support the exploration and practice of various storage and transportation modes, and gradually build a high-density, lightweight, low-cost and diversified hydrogen energy storage and transportation system. 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. The existing refueling station shall be expanded according to the law. Explore new modes such as hydrogen station integrating hydrogen production, storage and hydrogenation in the station.
focus on promoting the application of heavy vehicles in hydrogen fuel cells
In terms of promoting the diversified application of hydrogen energy, the plan proposes to orderly promote the demonstration application in the field of transportation, 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.
At the same time, the plan specifies that the innovative application demonstration project of hydrogen energy industry will be carried out during the 14th Five Year Plan period. In the field of transportation, the demonstration application of hydrogen fuel cell truck transportation will be explored in mining areas, ports, industrial parks and other areas. Where conditions permit, fuel cell commercial vehicles can be piloted in public service fields such as urban buses, logistics distribution vehicles and sanitation vehicles. Explore the demonstration application of hydrogen fuel cell in ship, aircraft and other fields.
According to Ouyang Minggao, member of the Standing Committee of the CPPCC National Committee, academician of the Chinese Academy of Sciences and professor of Tsinghua University, fuel cell vehicles in northern, northeast and Northwest China have great market application potential.
He pointed out that the distribution of pure electric vehicles in northern, northeast and Northwest China is relatively small, because the low temperature in winter in these areas affects the output of power batteries. In contrast, fuel cells are less affected by temperature, and the battery waste heat can be flexibly converted and utilized. Moreover, these areas are rich in renewable energy resources, and the supply capacity of clean and low hydrocarbon energy produced from renewable energy is strong.
support qualified hydrogen energy enterprises to register and list on the science and innovation board, gem and other financing
In order to ensure the smooth implementation of the policy, the plan also stipulates that financial support will be strengthened. Give full play to the guiding role of investment within the central budget and support the development of hydrogen energy related industries. Strengthen financial support and encourage banking financial institutions to support the development of hydrogen energy industry in accordance with the principles of controllable risk and commercial sustainability. 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.
According to the previous prediction of China hydrogen energy alliance, China’s hydrogen demand will reach 35 million tons by 2030, accounting for 5% of the terminal energy system. By 2050, hydrogen energy will account for at least 10% of China’s terminal energy system. The demand for hydrogen is close to 60 million tons, which can reduce about 700 million tons of carbon dioxide, and the annual output value of the industrial chain is about 12 trillion yuan.
With the implementation of top-level design for the development of hydrogen energy industry, Citic Securities Company Limited(600030) believes that the policy system of hydrogen energy industry has been gradually improved. The establishment of the industry’s “rules of the game” and policy system will help to encourage large-scale and technologically leading leading enterprises to stand out, strengthen investors’ confidence in the development of hydrogen energy industry and boost the long-term expectation of the industry.
Citic Securities Company Limited(600030) it is estimated that the new increment of fuel cell vehicles in 2022 is expected to reach the level of 8 Tcl Technology Group Corporation(000100) 00, among which hydrogen energy heavy trucks have obvious promotion advantages in both subsidy amount and application scenarios. It is estimated that the sales volume of passenger cars / heavy trucks / logistics vehicles will reach 1000 / 3500 / 4500 respectively in 2022. In addition, the shipment volume of hydrogen production, electrolytic cell and storage / transportation / processing industrial chain equipment will also accelerate with the large volume of vehicles. It is estimated that the sales volume of electrolytic cell equipment may exceed 1GW in 2022, and the corresponding market scale is 3-5 billion yuan. Technologies such as hydrogen metallurgy and power generation by mixing natural gas with hydrogen are also expected to give birth to new tracks
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