As an important substitute for fossil fuels such as gasoline and diesel, clean, efficient and zero emission hydrogen energy has been developing rapidly in recent years. Data show that the number of hydrogen related enterprises in China has exceeded 2000, and the number of new enterprises registered is still growing rapidly. In some areas of Guangdong, due to the shortage of hydrogen source supply, some hydrogen energy logistics vehicles cannot operate normally and are forced to park in the parking lot. At the same time, the operation of some hydrogen energy buses is also under pressure. This is mainly because the storage and transportation link is "stuck", and the cost of hydrogen energy remains high.
Industry insiders said that the shortage of hydrogen supply began in 2021. Driven by the encouragement and subsidy policies of some places, hydrogen energy logistics and public transport vehicles have increased rapidly, with the ownership of more than 7700 vehicles, but many have not matched the appropriate hydrogen source. China's hydrogen energy resources are inversely distributed. In terms of resources, "rich in the West and poor in the East, more in the north and less in the South", but on the contrary in terms of demand, which determines the importance of storage and transportation in the whole hydrogen energy industry chain. According to the prediction of hydrogen energy alliance, by 2060, China's annual demand for hydrogen will increase to 130 million tons, accounting for about 20% of terminal energy consumption. The huge demand for hydrogen energy will bring about 800 billion market scale of storage and transportation equipment.
According to the theme database of financial Associated Press, among the relevant listed companies:
Beijing Jingcheng Machinery Electric Company Limited(600860) produced 70MPa high-pressure aluminum liner carbon fiber fully wound composite gas cylinder (hydrogen storage cylinder) has been applied in the field of hydrogen fuel cell vehicles and fuel cell standby power supply in batch.
Lanzhou Ls Heavy Equipment Co.Ltd(603169) hydrogen storage mainly provides low-pressure hydrogen storage spherical tanks, and completes the design, manufacture and installation of hydrogen storage spherical tanks for Yulin Huaqin Hydrogen Energy Industrial Park Phase I project. In the field of hydrogenation station, the microchannel heat exchanger (PCHE) of hydrogenation station developed by the company has been delivered to customers for trial.
