Recently, the local "two sessions" were held one after another, and the representative members spoke for "hydrogen". On January 7, the fifth session of the 13th CPPCC Beijing Municipal Committee held a symposium on "promoting high-quality economic development in the capital". CPPCC members gave advice on high-precision industries such as hydrogen energy.
It is understood that under the goal of carbon peak and carbon neutralization, the hydrogen energy industry is widely valued, and local governments frequently support policies. At present, Shenzhen, Beijing, Hebei, Sichuan, Shandong and other provinces and cities have issued hydrogen energy policies. At the same time, we are optimistic about the prospect of hydrogen energy market, and relevant listed companies have made layout one after another.
"The demand of hydrogen energy industry will show an upward trend of inflection point." Wu Qi, executive director of Wuxi Digital Economy Research Institute, told the Securities Daily that hydrogen energy has the advantages of wide sources, clean and carbon free, flexible and efficient, rich application scenarios and a long hydrogen energy industry chain. The frequent introduction of hydrogen energy industry policies by local governments not only implements the requirements of the central government for the development of hydrogen energy, but also helps to cultivate new drivers of local economic growth, build a clean and low-carbon modern energy industry system, and help achieve the dual carbon goal.
8825 questions and answers point to hydrogen energy
Song Xiangqing, vice president of the Government Management Research Institute of Beijing Normal University and director of the industrial economy research center, told the Securities Daily that the development of hydrogen energy is in line with the national industrial orientation and the needs of energy security. The development of hydrogen energy industry chain can drive several related industries, develop green energy and expand the advanced manufacturing sector at the same time.
"The reason why local governments have frequently issued hydrogen energy industry policies is that hydrogen energy is not only environmentally friendly, but also consumes less. It can transport hydrogen through pipelines, with relatively improved safety and greatly reduced ineffective energy loss. At the same time, convenient hydrogen energy transportation is also a major advantage, which can increase the payload of vehicles, reduce transportation costs, and the total social benefits are better than other energy sources." Song Xiangqing said.
At present, many listed companies are actively distributing hydrogen energy. The reporter noted that on the interactive platform of Shanghai and Shenzhen Stock Exchange, investors actively asked whether relevant companies were involved in "hydrogen". The reporter combed that as of January 9, there were 8825 questions and answers on the interactive easy platform. Since this year, there have been 274 questions and answers. For example, on January 7, Jiangling Motors Corporation Ltd(000550) said that the company has hydrogen energy vehicle production qualification and technical reserves; Shanxi Meijin Energy Co.Ltd(000723) said that in the field of hydrogen energy, the company has completed a relatively complete industrial chain layout. During the "14th five year plan" period, the company plans to build more than 100 hydrogen refueling stations (oil-bearing hydrogen and electricity combined stations).
"Hydrogen energy is the strategic direction of the company's key layout in the future." Suzhou Jinhong Gas Co.Ltd(688106) Secretary Gong Xiaoling told the Securities Daily that Suzhou Jinhong Gas Co.Ltd(688106) relying on the two core technologies of "hydrogen production from natural gas" and "hydrogen production from tail gas recovery PSA", the index of hydrogen products is at the same level as that of foreign gas giants. At present, the company's annual hydrogen production capacity is about 70 million standard cubic meters, and the total planned annual production capacity is about 120 million standard cubic meters. In addition to continuously expanding the industrial market, the company has also expanded the hydrogen energy market. At present, the company has become a hydrogen energy cooperative supplier of PetroChina, Sinopec and tomorrow hydrogen energy, and provides high-quality hydrogen for 13 hydrogenation stations in China.
Gong Xiaoling said that Suzhou Jinhong Gas Co.Ltd(688106) will increase investment in hydrogen production, hydrogen storage and hydrogen transportation in the hydrogen energy industry chain in the future. In terms of R & D reserves, the company continued to invest in hydrogen energy related R & D, with hydrogen energy related R & D funds accounting for nearly 15% of the total R & D funds, focusing on breakthroughs in liquid organic hydrogen storage, water electrolysis hydrogen production and other fields. In terms of industrial application, in the aspect of hydrogen production, the company has rapidly expanded its hydrogen production capacity, arranged the hydrogen energy industry chain in the Yangtze River Delta and Chengdu Chongqing, and explored the business model related to hydrogen production by water electrolysis; In the storage and transportation link, the company built its own logistics team, made rational planning and scientific travel by using the digital operation platform, ensured quality, quantity and supply on the premise of ensuring safety, and explored the business model related to hydrogen energy logistics.
investment in hydrogen energy will explode
Wu Qi said that with the encouragement of central and local policies, the development rhythm of hydrogen energy industry will be significantly accelerated. In particular, the development goal of hydrogen energy industry is defined in the local policy. The force of the policy will catalyze the investment of capital and the investment in hydrogen energy field will break out. First of all, this will drive the overall rise of hydrogen energy market demand and bring more opportunities to market players such as listed companies. Secondly, it can stimulate the enthusiasm of enterprise R & D, promote powerful enterprises to stand out, realize the continuous breakthrough and large-scale of key technologies of the whole industry such as hydrogen production, hydrogen storage, hydrogenation and hydrogen use, reduce costs, and accelerate the overall commercialization process.
"The active layout of the hydrogen energy market by listed companies is conducive to further improving the innovation driving force of the hydrogen energy industry, increasing the improvement and upgrading of fuel cell industrialization technology, making the industrialization technology mature, and ensuring China's leading edge in green development in key technologies of fuel cell engine." Song Xiangqing said that at the same time, it is conducive to the construction of relevant demonstration and application supporting facilities with strong capital support, and strengthen the cultivation, solidification and extension of fuel cell related industrial chains. It can speed up the formulation of regulations and standards related to the demonstration operation of fuel cell vehicles and the construction of supporting facilities such as hydrogenation stations, so as to promote the passenger carrying demonstration operation of fuel cell vehicles.
Song Xiangqing suggested that the hydrogen energy industry should pay special attention to the closed-loop construction of the industrial chain in many links such as production, storage, transportation and utilization, apply the huge capital advantages of listed companies and innovate to overcome technical barriers and unlock the shackles of high development cost of hydrogen products caused by technology. At the same time, we will increase the in-depth extension of scientific research, pay equal attention to basic research and applied research, strive to achieve independent R & D and manufacturing of key materials and parts in the core link of hydrogen energy, strive to break through key technologies in the industrial chain such as green and low-carbon hydrogen production and high-efficiency and low-cost fuel cells, resolve key problems such as core parts, and strongly promote the progress of hydrogen energy technology and the completion of the industrial chain, Enhance the competitiveness of domestic hydrogen power core technology, so as to promote the independent development of the whole hydrogen energy industry and maintain China's leading position in the global hydrogen energy field.
Wu Qi said that at present, hydrogen energy lacks policy planning in China's energy system and has a single application scenario. At the national level, medium and long-term strategic planning should be formulated in terms of key technological innovation, infrastructure construction such as storage and transportation, hydrogen energy industry incubation, pilot and demonstration projects and financial subsidies, so as to strengthen the top-level design for the development of hydrogen energy industry. The local level should build a good business environment and industrial environment, accelerate the marketization process of hydrogen energy industry, expand the application space of hydrogen energy and promote the large-scale application of hydrogen energy.
(source: Securities Daily)
