Hydrogen is the world recognized as clean energy, as a kind of important industrial raw material, it is considered a development prospect of secondary energy in the 21st century.

 

Energy revolution under the hydrogen

 

As we all know, with the development of society and economy, the energy consumption of the whole society is increasingly large. Currently on the market, the electricity form thousands, there are coal, oil, electricity, natural gas, also has with photovoltaic (pv) as the representative of a new generation of energy technologies.

 

From the perspective of the consumption structure of the world, the power of the coal is an important, although the overall coal pollution control, high safety, but deadly is itself, the price fluctuation is very severe, and as a kind of limited resources, it is also unable to meet the needs of our future production, and the cleaning of the generative resources, sustainability can very good solve the pain points.

 

With the growth of awareness of environmental protection, the environmental protection in different countries of the strength of the reached unprecedented levels, previously had already announced in our country, to achieve carbon up to the peak in 2030, efforts to become carbon neutral broad vision in 2060.

 

In such a background, renewable resources with efficient, clean, environmental protection, sustainable features, has been more and more recognition and support of the country, so a major shift in the global energy structure. In history, behind every an energy revolution, the new changes and investment opportunities, the era of steam, electricity era, in the change of people's life at the same time, also promote the development of industrial manufacturing.

 

Hydrogen as a kind of renewable clean energy, it can be said that in the future is very bright. On the one hand, as a kind of clean energy, hydrogen combustion directly or as a fuel cell, will only generate water, does not produce environmental pollution or greenhouse gases; On the other hand, the hydrogen has the characteristics of high calorific value high conversion efficiency, the calorific value would be the same quality of 3 to 4 times of fossil fuels, economic benefit is outstanding, of course, there are very important, the preparation of hydrogen way more diverse.

 

Under the background of carbon neutral era, the development of the hydrogen for energy conservation and emissions reduction in the energy sector, depth of decarburization and is of great significance to improve the use efficiency, which is why this energy can be one of the reasons for the highly regarded in today's era.

 

The current global hydrogen booming, the hydrogen as an important tool of decarburization in Europe, according to the European Union make hydrogen development goals, made it clear the future will focus on developing green hydrogen hydrogen production (mainly rely on wind and solar power). In Japan, then look at the hydrogen as a strategic industry, Japan is the world's hydrogen energy application development comprehensive and strong country, and this is mainly due to the domestic traditional caused by the reason of the lack of energy.

 

From the point of current situation, the Japanese basic strategy to focus on the hydrogen in the field of automotive and household applications. Around the world, Japan's materials, equipment, etc, all have very good technical reserves and huge advantage, on several key technologies in a good position, basic is got through the whole industry chain of hydrogen fuel cells, represented by toray, kawasaki heavy industries company has become a niche titles, represented by Toyota, Honda and other car companies are vigorously promote the development of hydrogen fuel cell vehicles in Japan.

 

In addition, as the United States, caused by shale gas runs, the hydrogen is more of a strategic reserve technique, to forge a global Australia this is committed to the importance of the hydrogen supply, to create new export channels. Overall, countries have been layout.

 

In the fierce competition of the emerging field of, our country is also not far behind, enterprise, government power. According to the China hydrogen union expects that by 2030, the hydrogen demand will reach 35 million tons, in terminal energy system accounted for 5%, to 2050 the hydrogen will be in terminal energy system in China accounted for at least 10%, industrial output value of about 12 trillion yuan, the whole, the hydrogen industry growth.

 

Policy framework gradually clear

 

Over the years, domestic hydrogen industry policy support is gradually overweight.

 

Development and reform commission, the National Energy Administration issued the "energy timely revolutionary innovation action plan (2016-2023), classified the hydrogen and fuel cell technology innovation 15 one of the important innovation action energy technology revolution, has been clear about the strategic direction of the industry development and the innovation goals; "Difference" planning outline is clear about in the frontier science and technology and industry, including the hydrogen and energy storage, change world, incubation and accelerating plans to organize the implementation of the future industry.

 

Previously promulgated by the State Council of the new energy vehicle development plan (2021-2035) and automotive engineering society of China published "energy conservation and new energy vehicle technology roadmap (version 2.0), but also for our country the hydrogen development put forward more specific requirements and guidance, file explicitly proposed to hydrogen fuel cell commercial vehicle as the breakthrough point of the industry as a whole, the hydrogen fuel cell, to conquer the hydrogen storage and transportation, filling stations, such as hydrogen fuel cell car technology support, orderly promote development of the fuel supply system.

 

From the point of the current policy direction, top in hydrogen "system", "store", "yun", "add", "use" each link. Whole, high-level to promote the development of hydrogen energy industry is determined, the hydrogen to the green energy is brought to the attention of the countries and push.

 

Take a look at the local government, many local governments are actively introducing hydrogen industry development planning, policy from the current situation, the various provinces and cities in our country a large number of hydrogen energy policy in the form of new energy automobile policy and environmental policy, there are some provinces and cities for the special policy planning.

 

From the perspective of published data, many provinces and cities have proposed hydrogen energy industry development goals, among them, Beijing, shandong, hebei and other provinces and cities are released the hydrogen energy related special policies or planning, hydrogen energy industry development goals clearly, and the rest of the provinces and cities is through hydrogen fuel cars and other related policy planning to release the hydrogen energy industry construction goal.

 

From the point of these policy orientation, is mainly focused on hydrogen fuel automobile logistics (mainly for urban public transport buses and cars), fuel cell in the promotion of the core technology research and development, the hydrogenation infrastructure and the hydrogen demonstration on building the city. , of course, from the perspective of policy implementation between provinces is also actively combined with geographical advantages, such as guangdong, its clearly put forward in the form of industrial park to promote the development of fuel cell industry, at the same time, with particular emphasis on to support the development of the traditional energy town of maoming to hydrogen source supply, the hydrogen storage and transportation and equipment of the hydrogen industry, form the dislocation competition.

 

Investment in the main line

 

In the future, as represented by the hydrogen clean energy proportion rapid ascension and gradually improve the hydrogen application scenarios, and industrial layout, the hydrogen industry also will emerge a lot of investment opportunities.

 

From the point of industrial structure, currently on the middle and lower reaches of industry have a certain investment opportunities, and if relevant companies to rely on a certain technology and experience accumulated, so in front of the strong start, investment opportunities to be reckoned with, and among them, recommends more attention to filling stations, and investment opportunities for fuel cells.

 

Current filling station construction plan is very clear, in 2020, our country has built 127 hydrogen filling station, the local government is actively encouraging the construction of filling stations, for the quantity and scale of filling stations to make the corresponding guidance, also for filling station equipment for construction operation opportunity and the corresponding subsidy policy.

 

From the perspective of the composition of filling stations, hydrogen compressor, hydrogen storage devices, hydrogen filling machine is the core of the three major equipment, localization ratio of hydrogen compressor are gradually increase, domestic equipment has been used in partial hydrogenation, hydrogen storage equipment is the main container, reserve hydrogen material barriers requirement better, therefore, is the hydrogen filling machine, the technical difficulties of relatively small, the current domestic companies produce filling machine was already can satisfy the use.

 

For fuel cell, this is an important application field of the hydrogen fuel cell cars, in the future as the fuel cell car penetration is higher and higher, will surely stimulate to the corresponding parts on demand.

 

Fuel cell is an important cost of fuel cell, in general, the fuel cell by the fuel cell stack, air circulation system, for hydrogen system, water / 5 most thermal management system, electric control system. The cost of fuel cell is the cell stack and air circulation system (including air compressor is a very important component, it, is now gradually form domestic substitution), believe in the future as the downstream trolley permeability ascend, fuel cell market will continue to increase, these "shovel" depth is bound to benefit the company.

 

And, of course, industry investment opportunities is not confined to the above two aspects, like the upstream, the hydrogen supply market space is broad, with billions of level market potential, as the market expected the future technological progress, market space by electrolysis of water hydrogen production and the carbon treatment technology of hydrogen production of fossil fuels. In addition, as the hydrogen of the reserves and the transportation technology is also very important, very tall to the requirement of energy efficiency and safety at this stage, is expected to liquid hydrogen and hydrogen storage and transportation pipeline transport will become mainstream in the future, including domestic or cryogenic liquid hydrogen storage industry will become the next growth industry.

 

In the current peak, carbon carbon neutral era background, energy revolution is imperative. The current companies are actively to the layout, expanding market participation main body strength, state is in play in a big way. The policy level, the hydrogen policy become clear, senior macro structures, local governments actively implement landing, believe that the future industry will usher in a new change, accelerated the pace of industrialization is expected to be.