The following is an analysis of the hydrogen energy industry and a reference to related objectives.
Hydrogen energy is called the cleanest energy in the world, and it is also called the most promising secondary energy in 2 1 century.
Hydrogen energy has the advantages of high calorific value, good combustibility, non-toxic and pollution-free, low transportation loss, and can be stored in various forms. It is the ultimate clean energy to replace fossil fuels in the future.
Governments all over the world have introduced the development strategies of hydrogen energy and fuel cells, and developed countries such as the United States, Japan and Germany even raised the hydrogen energy planning to the height of national energy strategy.
China has also issued a series of supporting policies to develop hydrogen energy and hydrogen fuel cell technology, and incorporated hydrogen energy into the Energy Law of People's Republic of China (PRC) (draft for comment).
Because hydrogen belongs to secondary energy, it needs to be extracted from other energy sources by certain methods.
Although China is the largest hydrogen producer in the world, our hydrogen production method is mainly fossil fuel, which will produce a lot of carbon emissions.
The most environmentally friendly way to produce hydrogen is to electrolyze water to produce hydrogen, which is pollution-free and has high purity of hydrogen products. This is known as green hydrogen.
However, due to the large power consumption, the manufacturing cost is high.
This is also one of the bottlenecks that restrict our development of hydrogen energy.
Nowadays, with the gradual popularization of photovoltaic power generation, most photovoltaic projects bid farewell to the subsidy model for many years, and the era of cheap Internet access is coming. This is beneficial to the hydrogen production process with high energy consumption.
Another bottleneck in the development of hydrogen energy industry is storage. Due to the particularity of hydrogen energy, after hydrogen production is completed, it needs to be pressurized and then stored with special energy storage equipment. The high cost of storage equipment also makes the use of hydrogen energy very expensive. With the continuous development of storage technology, there is a lot of room to reduce costs in the future.
The biggest application field of hydrogen energy in the future is hydrogen fuel cell.
Hydrogen fuel cell vehicles started from buses abroad and have now been extended to passenger cars. At present, there are only fuel cell buses in China, most of which have low power and can only be used as charging treasures. Therefore, there is huge room for future development in this field.
The whole hydrogen energy industry is huge. It is estimated that by 2050, the scale of hydrogen energy in China will reach 12 trillion, and the proportion of hydrogen energy vehicles will reach 5 1%!
Under the guidance of carbon neutrality, green hydrogen production (hydrogen production by electricity) will be the main direction of future development.
Among A-share listed companies, many companies are already laying out green hydrogen production industries. Recently, Baofeng Energy announced that it plans to invest one billion yuan to set up a wholly-owned subsidiary in Ningxia to produce green hydrogen for chemical production through photovoltaic power generation, and plans to replace raw coal with green hydrogen produced by new energy in 20 years.
For the cost accounting of photovoltaic hydrogen production, the company calculated an account: according to the operation of the company's existing hydrogen production equipment, it takes 5.2 kWh to produce 1 standard hydrogen, and the electricity fee is 0.63 yuan; Depreciation, labor and assistance of hydrogen production equipment are about 0.07 yuan per standard hydrogen. The unit cost of hydrogen can be controlled in 0.7 yuan, which is close to the current unit cost of hydrogen production from fossil energy in 0.6 yuan.
After more than ten years of development, the photovoltaic industry in China has become a reality. In some well-lit places, the electricity cost of photovoltaic hydrogen production is about 0. 15 yuan, which is far lower than the current electricity cost of hydrogen production. Therefore, the competitiveness of photovoltaic hydrogen production will be greatly enhanced in the future, and the market space is huge.
At present, there are a large number of listed companies in the hydrogen energy industry in China, which are divided into the following parts from the perspective of various industrial chains:
Hydrogen production: China Petrochemical (600028), Huachang Chemical (002274), Donghua Energy (0022 1), Satellite Petrochemical (002648) and Jinma Energy (06885). HK), Hongda Xingye (002002), Kamte Gas (002549) and Baofeng. Hua Bin (60 1678), Jiahua Energy (600273), Aerospace Engineering (603698), Meijin Energy (000723), China Petroleum (60 1857), Longji Shares (6010/0).
Hydrogen liquefaction: cryogenic (300540), Zhongtai (300435);
Hydrogen purification: Chuangyuan Technology (00055 1), Haohua Technology (600378) and Hangyang Co., Ltd. (002430).
Gaseous storage and transportation: Sinoma (002080), *ST Jingcheng (600860), Tianwo (002564) and Yapu (603013);
Liquid storage and transportation: Furuite (300228) and Aerospace Chenguang (60050 1).
Hydrogen stations: China Petrochemical (600028), Magnolia officinalis (30047 1), China Petroleum (60 1857), Meijin Energy (000723), Jintongling (30009 1) and Kerong Environment (30067). Chongqing Gas (6009 17), Jiahua Energy (600273), Donghua Energy (0022 1), Huachang Chemical (002274), Xiong Tao (002733), China Xu Yang Group (0 1907). HK)。
Compressor listed companies: Kaishan (300257), Ice Wheel Environment (0008 1 1), Yeti (002639).
Relevant information is for reference only.