In the medium and long term plan for the development of hydrogen energy industry (20212035), it is proposed to appropriately deploy a number of hydrogen energy projects in advance. This year, a number of key projects in the field of hydrogen energy have been implemented one after another.
The Guangdong Provincial Development and Reform Commission recently released the schedule of key construction projects in Guangdong Province in 2022, including key hydrogen energy projects such as hydrogen Valley in the bay area and Yunfu Yuncheng hydrogen energy characteristic town. Among them, the national power investment South China hydrogen energy industry base project signed in January will carry out phase I construction this year. The national power investment Yellow River Basin hydrogen energy industry base project has also started recently. It is located in the starting area of Jinan, Shandong Province. The hydrogen energy industry base projects are started one after another, which will further promote the agglomeration and development of regional hydrogen energy industry.
In addition, the 21st Century Business Herald reporter noted that a number of large energy enterprises and listed companies have entered or continued to add weight to the hydrogen track this year, and the key materials and core parts of fuel cells, hydrogen production from electrolytic water and other fields have become the focus of layout.
multiple hydrogen energy industrial bases
On January 11, 2022, the people's Government of Nanhai District, Foshan City and the State Power Investment Group Hydrogen Energy Technology Development Co., Ltd. held the signing ceremony of the cooperation agreement of the state power investment South China hydrogen energy industry base project, with a total planned investment of about 10 billion yuan. According to the schedule of key construction projects in Guangdong Province in 2022, the national power investment South China hydrogen energy industry base project (phase I) plans to invest 2 billion yuan to carry out technology research and development, equipment manufacturing, demonstration and application promotion around proton exchange membrane, carbon paper, fuel cell and power system, so as to build it into the only hydrogen energy industry base of proton exchange membrane and carbon paper in South China.
The innovation director of the national power investment hydrogen energy company just introduced to the 21st Century Business Herald reporter that the hydrogen energy industry base in South China mainly aims to overcome three aspects. First, relying on the industrial base, focus on the autonomy and industrialization of key materials such as carbon paper and membrane materials, so as to supplement and strengthen the industrial chain of hydrogen fuel cell. Second, promote the research and development of more advanced electric reactor system products to meet the demand for relevant products in various fields after the commercial operation of hydrogen fuel cells in the future. Third, relying on the development of regional hydrogen energy industry in Guangdong, promote the demonstration application and business model innovation of fuel cells, promote the whole industrial chain to reduce costs and realize commercialization as soon as possible.
"Focusing on the 'eight major parts' of fuel cell, we have realized the autonomy of the' six major parts' in Foshan, are promoting industrialization, and are also stepping up the construction of carbon paper production line this year." Straight expression.
Recently, the national power investment Yellow River Basin hydrogen energy industry base project officially started construction. The project is located in the starting area of Jinan, Shandong Province, with a total investment of 10 billion yuan and a phase I investment of 4 billion yuan. It will carry out the research and development of fuel cells and key materials, build a national hydrogen energy innovation platform, build a fuel cell equipment manufacturing base, and promote the comprehensive application of hydrogen energy in transportation, energy supply and other fields.
It is understood that the project plans to build a hydrogen energy industry R & D and innovation center and a high-level R & D laboratory, build a fuel cell equipment manufacturing base composed of four production lines such as vehicle fuel cells and key parts, establish a special fund for hydrogen energy industry, build hydrogen energy application demonstration projects in various fields and create a hydrogen energy application demonstration area.
The successive landing of hydrogen energy industrial bases will drive the formation of industrial agglomeration and promote the construction of a more complete industrial cluster of regional hydrogen energy industry. In addition to Guangdong and Shandong, many places began to layout hydrogen energy industrial parks and industrial base projects this year. According to incomplete statistics, since 2022, Beijing, Tianjin, Zhejiang, Jiangsu, Hebei, Henan, Guangdong and Inner Mongolia have planned a total of 30 new hydrogen energy industrial projects to be started in 2022, of which hydrogen energy industrial park projects account for as much as 43%, accounting for almost half of the country. According to the relevant project planning and construction cycle, the first phase of most projects will be completed within the year.
The interviewed experts said that this shows that building a complete hydrogen energy industry chain is the common starting point of many places, and it is also in line with the development needs of China's hydrogen energy industry in the stage of rapid construction. Driven by many industrial bases and industrial park projects, the capacity of hydrogen energy industry will be improved in the future, and the degree of industrial agglomeration in various regions will be further improved, which is conducive to the agglomeration development of hydrogen energy industry.
energy enterprises continue to overweight the hydrogen energy track
In the view of the industry, the prospect of hydrogen energy industry is considerable, and factors such as the continuous introduction of favorable policies have attracted many large energy enterprises and listed companies. This year, energy enterprises have made frequent moves to overweight the hydrogen energy industry.
On March 18, Shanghai Nar Industrial Co.Ltd(002825) announced that the company signed the strategic cooperation agreement with Shanghai Lingang Holdings Co.Ltd(600848) economic development (Group) Co., Ltd. on February 22, 2022, and the projects in the field of hydrogen energy, such as core parts project, key equipment project of hydrogen energy and hydrogen energy industry research Institute, landed in the Lingang group park.
In the core parts projects in the field of hydrogen energy, the company will focus on the industrialization of fuel cell membrane electrode products and PEM electrolytic water hydrogen production core parts. In the key equipment projects in the field of hydrogen energy, we will focus on the R & D and production of key equipment in the field of hydrogen energy, make breakthroughs in key parts, break foreign monopoly and realize localization.
Standing in the context of China's energy security and industrial development, the realization of the autonomy and industrialization of key materials and core parts will be the key goal of the next stage of the development of hydrogen energy industry. In addition to Shanghai Nar Industrial Co.Ltd(002825) , many energy enterprises also carry out layout.
The 21st Century Business Herald reporter found that in less than one year, Qingdao Copton Technology Company Limited(603798) has invested more than 100 million yuan in the field of hydrogen energy. It is worth noting that Qingdao Copton Technology Company Limited(603798) investment projects in the field of hydrogen energy focus on the R & D and production of core materials and core components of the hydrogen energy industry.
Liao Shijun, Professor of South China University of technology and director of Guangdong Key Laboratory of fuel cells, told the 21st Century Business Herald that the government is now paying extensive attention to the localization and industrialization of key materials and core parts, mainly focusing on breaking through the "neck" problem of eight major fuel cell parts, hoping to catch up with the international level. "The focus of enterprises on exploring these fields will help to tackle key technical problems as soon as possible, promote the autonomy and industrialization of key materials and parts, and further reduce costs."
In addition, the field of hydrogen production from electrolytic water is also the focus of the layout of energy enterprises.
In March this year, the foundation of Guofu hydrogen energy equipment industrial base (phase III) project was started in Zhangjiagang City, including the construction of an intelligent production line with an annual output of 80000 high-pressure hydrogen type III bottles and 500 sets of water electrolysis hydrogen production equipment.
On March 14, Shenzhen Ruilin technology and Beijing Hengtong intelligence signed a strategic cooperation agreement. The two sides discussed to jointly promote the conversion of renewable energy into green hydrogen by water electrolysis, reduce energy waste and create an ideal model of energy transformation. In November last year, Ruilin technology has "joined hands" with photovoltaic giant Jinko Power Technology Co.Ltd(601778) , and plans to further cooperate to carry out "photovoltaic power generation + hydrogen production" and "green electricity + Green hydrogen".
Many experts interviewed said that many enterprises have successively arranged electrolytic water hydrogen production equipment, which will greatly boost the shipment scale of upstream electrolytic water hydrogen production equipment. At present, the cost of hydrogen production from electrolytic water is the highest compared with other hydrogen production methods, but from the perspective of policy, green hydrogen is the direction of long-term development of hydrogen energy industry. In the future, with the scale effect of renewable energy such as wind power and photovoltaic, and the localization of key materials and technologies such as electrolytic cell, the cost of green hydrogen production will be greatly reduced.
