Guanghui Energy Co.Ltd(600256)
Outline of strategic planning for the development of hydrogen energy industry chain
(2022-2030)
Hydrogen energy is a clean, carbon free, flexible and efficient secondary energy with rich application scenarios. It is an ideal interconnection medium to promote the clean and efficient utilization of traditional fossil energy and support the large-scale development of renewable energy. It is also the best choice to realize large-scale and deep decarbonization in the fields of transportation, industrial energy consumption and building cogeneration.
Guanghui Energy Co.Ltd(600256) based on Xinjiang and Central Asia, it has formed four business segments: natural gas liquefaction, coal mining, coal chemical conversion and oil and gas exploration and development. It is a private listed enterprise with coal, gas and oil resources in China. In the context of carbon peak and carbon neutralization, the company actively adapted to the new form of energy industry development outside China and officially launched the second strategic transformation with the theme of “green revolution” in 2021: focusing on the existing industrial development pattern, the company will gradually transform into an energy comprehensive development enterprise combining traditional fossil energy and new green energy, In addition to the carbon dioxide capture, storage and oil displacement (CCUs) projects that have been promoted and implemented, the second transformation focus is to accelerate the development of hydrogen energy industry, which is not only the inevitable choice to build a clean, low-carbon and efficient energy system, but also a major measure to cultivate future strategic emerging industries, promote the continuation of old and new kinetic energy and achieve high-quality development.
The outline of the plan is prepared according to the 13th five year plan for the development of national strategic emerging industries, the outline of national innovation driven development strategy, the 13th five year plan for national scientific and technological innovation, the action plan for energy and technological revolution and innovation (2016-2030), the 14th five year plan for the development of green transportation and other relevant superior documents. The planning period is 2022-2030. The work involved in the strategic planning outline for the development of hydrogen energy industry chain has been deployed and carried out in an orderly manner. It is a guiding document for the transformation and development of Guanghui Energy Co.Ltd(600256) to green new energy in the future and the basis for the formulation of the specific project action plan of the company’s hydrogen energy industry chain.
1、 Development environment
(I) development trend of hydrogen energy industry
1. The development of international hydrogen energy industry has accelerated in an all-round way. Hydrogen energy is a clean, efficient and safe secondary energy, which can realize the mutual transformation of different energy forms such as electricity, gas and heat. The hydrogen energy industry has a long chain, wide application fields and strong driving effect. With the continuous breakthrough and improvement of key technologies, the hydrogen energy industry has gradually moved from demonstration application to large-scale promotion, which is expected to achieve explosive growth. The international Hydrogen Energy Commission predicts that by 2050, hydrogen energy will reduce 6 billion tons of carbon dioxide emissions and create a market value of US $2.5 trillion, accounting for 18% of global energy consumption, becoming the strategic direction of the transformation of global energy strategic structure in the future.
2. China attaches great importance to the development and utilization of hydrogen energy. The state has successively issued a series of policies and measures to focus on encouraging and supporting the development of comprehensive utilization of hydrogen energy. More than 20 provinces and cities across the country have issued development plans and support policies for hydrogen energy industry to speed up the layout of hydrogen energy industry. In terms of technology accumulation, China has preliminarily mastered the core technologies such as hydrogen preparation, storage, transportation and filling, as well as fuel cell and key materials, power system and core components, vehicle integration and so on. Hydrogen energy commercial vehicles have strong R & D and manufacturing capacity.
3. Xinjiang is one of the five major comprehensive energy bases in China. It is rich in natural resources such as coal, oil and gas, wind and light, and has natural advantages in hydrogen production. At the same time, the performance of lithium batteries in alpine areas will decline significantly, and the advantages of pure electric vehicles are not there. Therefore, Xinjiang has the conditions to develop hydrogen energy and hydrogen energy vehicles. In August 2019, the National Energy Administration replied to the proposal on supporting and promoting the development of hydrogen energy industry in Xinjiang; Encourage Xinjiang to speed up the research on the development policy of hydrogen energy industry, and guide the energy enterprises in the autonomous region to adjust and enrich the development route of hydrogen energy industry; Promote the construction of pilot projects of hydrogen energy industry and build a demonstration project of hydrogen energy industry agglomeration.
In June 2021, the people’s Government of Xinjiang Uygur Autonomous Region issued the outline of the 14th five year plan for national economic and social development and the long-term objectives for 2035 (hereinafter referred to as the “Outline”), which included the development of hydrogen energy in the outline, which is conducive to accelerating the construction of hydrogen energy industry agglomeration demonstration area in Xinjiang, encouraging a large reduction in energy consumption intensity, investing in carbon emission reduction industry in Xinjiang Enterprises that increase carbon sequestration participate in the construction of new energy projects; Encourage wind and solar complementary projects to adopt wind Bay belt to arrange photovoltaic projects, etc.
(II) development basis and advantages of Guanghui hydrogen energy industry
1: Best raw material supply scenario
(1) The company has built a mature large-scale coal and coal chemical industry base in Naomaohu area, Yiwu County, Hami, Xinjiang, and nine coal chemical projects have been completed and put into operation. It has rich available industrial surplus gas resources. At the same time, it has mature practical experience and production scale in the production and processing of hydrogen, nitrogen and other air products, It is the main base for the production and manufacture of “grey hydrogen”. (2) Xinjiang is rich in wind and light resources, and is one of the provinces with the richest wind and light resources in China. The planned project is located in the Santanghu Naomaohu wind area in Hami, Xinjiang, which is one of the nine major wind areas in Xinjiang. The wind and light resources are rich, the terrain is open and flat, and the annual and daily complementary characteristics of wind power and photovoltaic power generation are relatively good. It has the resource conditions for the construction of large-scale wind and solar multi-energy complementary projects, and can realize the deep coordination of source, network, load and storage, It is the best choice for the production and manufacture of “green hydrogen”.
2: Best manufacturing scenario
(1) Public works: the industrial land reserve in the coal chemical production base of the company is rich, and various public works such as transportation, water supply, drainage, gas, sanitation, power supply, communication, disaster prevention and other infrastructure are complete. It has invested and built important logistics channels and transit transportation facilities such as Naoliu highway and hongnao railway, which can combine the original business with the development of new energy industry, There is no need to increase the investment in public works, shorten the construction time and save the investment cost.
(2) Professional technology: at present, the company has trained high-quality professional technology R & D personnel, and the production and technology R & D personnel account for about 75.22% of the total number of the company; Applied for more than 160 professional technology R & D patents; There are 9 skill master studios, of which 2 are national studios with strong R & D ability, providing practical opportunities for cultivating high-quality technical talents.
3: Best market demand scenario
The market demand application scenario of hydrogen is highly similar to that of natural gas. It can be used not only in transportation and infrastructure, but also in hydrogen internal combustion engine and fuel cell. At the same time, it is also an important petrochemical industrial gas, which plays a role in coal chemical industry, semiconductor production, powder metallurgy, oil refining desulfurization and other fields. Therefore, the production, storage, transportation, distribution and terminal use of hydrogen in the future are also very similar to the natural gas industry chain. The company can make full use of the advantages of the existing mature whole natural gas industry chain to lay a solid foundation for the development of hydrogen energy industry chain.
4: Best terminal application scenario
Hydrogen powered vehicles can effectively reduce the air pollution caused by fuel vehicles. At present, the company has two highway transportation lines in Naomaohu area: (1) mining area Liugou (long line) transportation line, the service vehicle model is 6 * 4 traction heavy truck, the total service vehicle is 1071, and the average transportation distance is 438km; (2) Mining area – Naomaohu town (short-term) transportation line, with 6 service vehicles × 4 traction heavy trucks, 348 service vehicles in total, with an average haul distance of 47km.
Guanghui Energy Co.Ltd(600256) a total of 182 LNG gasification stations and L-CNG filling stations have been put into operation, and 1713km of civil pipe network has been laid. The company has 9 gas stations in naomao Lake area, which can be configured as fully utilized application stations in the hydrogen energy industry chain. The company does not need to increase large investment. It only needs to upgrade and transform the existing gas station into a “four in one” station: LNG, L-CNG, hydrogenation and charging, which can be transformed into a new green composite energy station.
3、 General development ideas and construction contents of Guanghui hydrogen energy industry
(I) general development ideas
Guanghui hydrogen energy industrial chain planning will give full play to the characteristics that hydrogen energy has the dual attributes of energy and energy storage at the same time. Combined with the carbon reduction needs of energy consuming enterprises in naomao Lake area of Yiwu County, based on the existing chemical hydrogen production (gray hydrogen), the new energy (wind room photovoltaic) power generation – electrolytic water hydrogen production (green hydrogen) will be used as a breakthrough to cultivate and drive hydrogen production, hydrogen transmission, hydrogen storage Rapid development of hydrogen and related businesses. The application end gradually realizes three alternatives in naomao Lake area:
Replace the operation heavy truck in Naomaohu area with hydrogen energy heavy truck to realize the replacement of transportation energy;
Replace the production power of enterprises in the industrial park with green power to realize the replacement of green power;
Green hydrogen is used to replace the grey hydrogen of chemical projects in Naomaohu area to realize the replacement of chemical hydrogen.
Achieve the company’s goal of energy conservation and carbon reduction through three paths of “transportation energy substitution, green power substitution and chemical hydrogen substitution”. At the same time, according to the principle of overall planning and phased construction, Guanghui hydrogen energy demonstration project will be built first in 2022, the construction of hydrogen production and hydrogenation supporting system will be scientifically promoted, and hydrogen energy industry clusters with Guanghui characteristics will be gradually cultivated to drive the efficient development of clean and low-carbon NEW industries in Xinjiang.
(II) hydrogen energy planning and construction content
The planning, construction and configuration of Guanghui Energy Co.Ltd(600256) hydrogen energy project include:
537 sets of 1000nm3 / h electrolytic water hydrogen production units;
180 1000m3 hydrogen storage tanks (1.6Mpa);
46 auto hydrogenation stations;
Hydrogen fuel heavy truck replaces 1565 vehicles;
Meanwhile, from 2022 to 2030, the total installed capacity of supporting wind room with photovoltaic new energy power generation is 6.25 million kW (including 5 million kw of wind power generation and 1.25 million kw of photovoltaic power generation), including:
At the end of the 14th five year plan, the total installed capacity of new energy power generation is 3.2 million kW (2.55 million KW for wind power and 650000 kW for photovoltaic power);
At the end of the 15th five year plan, the total installed capacity of new energy power generation was 3.05 million kW (2.45 million kw of wind power and 600000 kW of photovoltaic power).
The above planning and construction sequence is as follows:
1. The 14th Five Year Plan period (2022-2025)
2022 is the demonstration application stage. The transportation route of the company’s holding subsidiary Yiwu Guanghui Mining Co., Ltd. has the basic conditions for demonstration and promotion of hydrogen fuel heavy trucks. The demonstration project can first put 50 hydrogen fuel heavy trucks to replace the existing mining area – Naomaohu town (short-term) transportation line to draw heavy trucks.
2023-2025 is the stage of continuous introduction of the industry. Carry out large-scale demonstration of hydrogen production from renewable energy electrolytic water, gradually establish a relatively mature supply system for hydrogen production from renewable energy electrolytic water, and expand the replacement scale of hydrogen fuel heavy trucks. At the same time, expand the application scenarios of hydrogen production industry, make use of the company’s existing and planned natural gas filling stations, carry out the pilot layout of mixed construction of gas and hydrogen filling stations, and develop low-cost electrolytic water hydrogen production technology, high-pressure hydrogen storage, hydrogen transportation and injection technology; Implement green power substitution; Carry out the demonstration project of green hydrogen replacing gray hydrogen and build green hydrogen supporting chemical process.
(1) Construction scale
① 21 new hydrogen stations are planned (including 1 1500kg / D hydrogen station in 2022 and 20 1500kg / D hydrogen stations in 2023-2025).
② Planned new electrolytic water hydrogen production station: 198 sets, 1000nm ³/ H) hydrogen production unit.
③ It is planned to add 700 hydrogen fuel heavy trucks.
④ Planned new wind power generation: 2.55 million kW (wind power supporting energy storage: 510000 kW).
⑤ Planned new photovoltaic power generation: 650000 kW.
(2) Main energy consumption indicators
① Planned power load: 7.757 billion kw · H / a (including planned power load for hydrogen production of 3.672 billion kw · H / a).
② It is planned to add hydrogen fuel heavy trucks: a total of 700 will be put into operation.
In 2022, 50 hydrogen fuel heavy trucks will be put into operation to replace the traction heavy trucks of the existing mining area – Naomaohu town (short line) transportation line;
From 2023 to 2025, 650 hydrogen fuel heavy trucks will be put into operation to gradually replace other transport vehicles in the existing baishihu mining area, the new Malang coal mine and Naomaohu mining area. By the end of 2025, the replacement rate will reach more than 10% of the total transport vehicles.
③ Planned new hydrogen demand: 60632.54t/a.
④ Planned new annual water consumption: 1096000 M ³/ a。
2. The Tenth Five Year Plan period (2026-2030)
2026-2030 is the primary stage of marketization, which belongs to the stage of rapid industrial growth. Expand the scope of joint construction of natural gas refueling and hydrogenation stations, and carry out the demonstration and construction of liquid hydrogen plants and liquid hydrogen transportation and hydrogenation stations; Expand the scale of green hydrogen substitution based on electricity price.
(1) Construction scale
① It is planned to add 25 hydrogen stations (25 1500kg / D hydrogen stations).
② Planned new electrolytic water hydrogen production station: 339 sets 1000nm ³/ H) hydrogen production unit.
③ It is planned to add 865 hydrogen fuel heavy trucks.
④ Planned new wind power generation: 2.45 million kW (490000 kW of wind power supporting energy storage).
⑤ Planned new photovoltaic power generation: 600000 kW.
(2) Main energy consumption indicators
① Planned new power load: 7.138 billion kw · H / a (including planned hydrogen production power load of 6.648 billion kw · H / a).
② It is planned to add 865 hydrogen fuel heavy trucks. Realize the large-scale replacement of other transport vehicles in baishihu mining area, Malang coal mine, newly added eastern mining area and Naomaohu mining area, and the replacement rate will reach more than 20% of the total transport vehicles by the end of 2030.
③ Planned new hydrogen demand: 119589t / A.
④ Planned new annual water consumption: 2.1504 million M ³/ a。
4、 Environmental and social benefits of hydrogen energy industry
1. Energy saving and carbon reduction effect
According to the energy consumption statistics of the operated projects and the prediction of planned energy consumption, the company’s annual comprehensive energy consumption is about 15 million tons by the end of 2020 (mainly from the coal chemical projects completed and put into operation in the company’s Naomaohu Industrial Park); It is expected to increase to 31.62 million tons / year in 2025; It will increase to 33.12 million tons / year in 2030.
Through the implementation of Guanghui hydrogen energy industrial chain comprehensive utilization project, the emission reduction benefits of carbon dioxide (CO2) and other nitrogen oxides are obvious, including:
It is planned that by the end of 2022, 50 fossil fuel heavy trucks will be replaced by hydrogen energy heavy trucks, which can reduce about 25700 tons of carbon dioxide (CO2) every year. The scale of new energy construction reaches 1 million KW, which can reduce carbon dioxide every year
