With the release of the medium and long-term plan for the development of hydrogen energy industry, hydrogen energy has risen to the national energy strategic position, and many large energy enterprises and listed companies have accelerated the layout of the whole hydrogen energy industry chain.
At the same time, all localities have also issued hydrogen energy industry plans, implementation plans and guidance, put forward development goals in fuel cells, fuel cell vehicles, hydrogen refueling stations and other aspects, and actively promote the development of local hydrogen energy industry.
According to the analysis of industry experts, as the key development direction of strategic emerging industries, the hydrogen energy industry has dense technology, wide coverage and strong driving benefits. The industrial scale is expected to continue to grow, which will inject new momentum into the high-quality development of China’s economy. At the same time, keep cold thinking in the heat of hydrogen energy. All localities should make systematic planning and rational layout from the aspects of resource endowment, industrial foundation, market carrying capacity and local financial resources, so as to avoid mass rush and low-quality competition.
leading enterprises speed up the layout
In March this year, the national development and Reform Commission announced the medium and long term plan for the development of hydrogen energy industry (20212035) (hereinafter referred to as the plan), positioning hydrogen energy as an important part of the future national energy system and the carrier of green energy transformation, and plans to gradually establish a complete hydrogen energy industry system in the next 15 years.
Wan Gang, chairman of the China Association for science and technology, said at the hydrogen energy industry conference of the United Nations Development Programme held a few days ago that in the process of implementing the plan, it is necessary for leading enterprises to lead the whole country and lay out the hydrogen energy industry chain at a high level.
SASAC previously said that at present, more than one-third of the central enterprises have arranged the whole industrial chain including hydrogen production, hydrogen storage, hydrogenation and hydrogen use, and have achieved a number of achievements in technology research and development and demonstration application.
In Beijing 2022 Winter Olympic Games and winter Paralympic Games, hydrogen energy has become an important embodiment of the concept of “Green Olympics”. Among them, hydrogen energy applications represented by hydrogen fuel cell vehicles shine. According to the data released by the Beijing Winter Olympic Organizing Committee, more than 1100 hydrogen fuel cell connecting vehicles have been put into operation in the three competition areas of Beijing, Yanqing and Zhangjiakou, equipped with more than 30 hydrogen refueling stations, which is the largest fuel cell vehicle demonstration in the world. Among them, there is the figure of the national power investment “hydrogen Teng” bus.
State power investment is one of the first central enterprises to develop hydrogen energy industry. Shen Weidong, deputy director of the national power investment strategic planning department, told the first financial reporter that the layout of the national power investment in the hydrogen energy industry includes two main lines. One is the energy line, which uses a large number of its own renewable energy to produce hydrogen and supply hydrogen refueling stations to realize distributed energy supply and form a hydrogen energy network; One is the product line, including fuel cell technology development, product production, energy storage, distributed energy supply and other demonstration applications.
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 officially started construction. The project is located in 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.
The first financial reporter learned 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.
Chai Maorong, chief technology officer of the state power investment Hydrogen Energy Technology Development Co., Ltd., told the first financial reporter that as the core component of hydrogen fuel cell, China’s proton exchange membrane once relied on import, but at present, including the exchange membrane, the five core technologies of hydrogen fuel cell, such as catalyst, gas diffusion layer, membrane electrode and bipolar sector, have been realized independently in the state power investment, and the performance of some products has reached the world leading level. At the end of last year, the first fully autonomous and controllable 300000 square meter proton exchange membrane production line was put into operation in Wuhan, which is the production line with the most advanced technology, the highest degree of autonomy and the largest one-time film formation in this field. Since then, China has had its own production capacity in the field of high-end proton exchange membrane products.
Everbright Securities Company Limited(601788) ‘s research report shows that the hydrogen energy industry chain involves many links and application scenarios, with broad development space, and is expected to become a trillion market in the future. Driven by the goal of “carbon peaking and carbon neutralization”, the development of China’s hydrogen energy industry is entering a fast lane, and China’s hydrogen refueling stations are also entering a stage of rapid construction. With the rapid growth of the number of hydrogen energy vehicles in China and the improvement of the demand for hydrogenation facilities, the hydrogenation station is expected to reach 100 billion market scale in 2050, with huge development space.
keep cold in the heat of hydrogen energy
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. At present, some major developed countries and economies have regarded hydrogen energy as an important strategic choice for energy transformation, continue to increase investment and strengthen layout, and seize the commanding height of the development of hydrogen energy industry.
The national development and Reform Commission said that China’s installed capacity of renewable energy ranks first in the world and has great potential in the supply of clean and low hydrocarbon energy. The development trend of hydrogen energy industry is generally good. It has preliminarily mastered key technologies such as hydrogen energy preparation, storage, transportation and filling and fuel cell, and has carried out demonstration applications of fuel cell vehicles in some regions. However, we should also be clearly aware that China’s hydrogen energy industry is still in the early stage of development, facing many challenges such as weak industrial innovation ability, low level of technical equipment and lagging basic systems supporting industrial development. We need to strengthen top-level design and guide the healthy and orderly development of the industry.
Lu Jianzhong, full-time deputy director of Petrochina Company Limited(601857) national high-end think tank Research Center, said that although China has made significant progress in hydrogen energy technology in recent years, there is still a certain gap in the main links of the industrial chain such as hydrogen energy preparation, storage, transportation, filling and terminal utilization compared with the United States, the European Union, Japan and South Korea; In particular, the basic materials and core parts have not fully broken through the technical barriers, and the high cost of hydrogen energy preparation, storage and transportation has plagued the development of hydrogen energy industry.
At present, Beijing, Tianjin, Shandong, Hebei, Shenzhen and other places have issued hydrogen energy industry plans, implementation plans and guidance, put forward development goals in fuel cells, fuel cell vehicles and hydrogen refueling stations, and actively promote the development of local hydrogen energy industry. How to avoid mass action and low-quality competition in the hydrogen energy industry has also become a topic for the high-quality development of the industry.
In March this year, at the press conference on the medium and long-term planning of the hydrogen energy industry held by the national development and Reform Commission, Wang Xiang, deputy director of the high technology department of the national development and Reform Commission, said in response to a question from the first financial reporter that when studying and formulating plans and support policies for the development of the hydrogen energy industry, all localities should fully consider the development basis and conditions of the region, make overall planning and rational layout, and make unified deployment in accordance with the plan, instead of going one step and one size fits all. It is strictly prohibited to blindly follow the trend and rush into mass action regardless of local reality, so as to prevent low-level repeated construction and avoid wasting infrastructure and resources.
Wang Xiang stressed that all localities should comprehensively consider the regional hydrogen energy supply capacity, industrial foundation and market space, reasonably arrange the industrial chain related projects such as hydrogen energy preparation, storage and transportation, filling and Application on the basis of scientific demonstration, and steadily, carefully and orderly promote the project construction. Strictly implement the project approval procedures, strictly implement the responsibilities for energy consumption control and ecological and environmental protection requirements, and strictly implement the standards and specifications for project construction and operation. It is strictly prohibited to “run a horse and enclosure” in the name of building hydrogen energy projects. It is strictly prohibited to compete with each other in the formulation of hydrogen energy industry planning, investment scale, investment attraction, project construction, etc.
Jing Chunmei, director of scientific research and Information Department of China Center for international economic exchange, wrote an article and analyzed that cold thinking should be maintained in the heat of hydrogen energy. Some places have cultivated the hydrogen energy industry as an important new driving force and carried out the layout of the whole industrial chain one after another. They lack an objective analysis of the comparative advantages of the local development of hydrogen energy industry, showing a trend of high enthusiasm and intensified competition. China has various resources and energy endowments, and there is a large room for maneuver in energy selection and economic regulation. All regions should proceed from reality, make systematic planning and rational layout from their own resource endowments, industrial foundation, market carrying capacity and local financial resources, and can not follow the trend and blindly engage in political performance projects.
