1. According to institutional analysis, hydrogen energy is an important choice to replace fossil energy to achieve carbon neutrality. With the gradual application of hydrogen energy in automobile, steel and other industries, the utilization rate of hydrogen energy will gradually increase, and coking, chlor-alkali, propane dehydrogenation, ethane cracking and other industries will benefit from the application of by-product hydrogen. Hydrogen steelmaking is still in the stage of research and demonstration, so it is suggested to pay attention to the demonstration progress of the head office. Hydrogen fuel cell vehicles are expected to be gradually popularized because of their high energy efficiency, high safety, zero emission and long life.
2. There are three main tracks for investing in hydrogen energy, one is the new energy fund, the other is the new energy vehicle fund, and the third is the photovoltaic industry. At present, industry valuation is relatively high. If we buy index funds, it is difficult for us to know when to switch positions and when to sell them, so it is better to buy active funds.
3. According to the report of China Photovoltaic Industry Association, the biggest relationship between hydrogen energy and photovoltaic is photovoltaic hydrogen production, that is, using photovoltaic to generate electricity and then electrolyzing water to produce hydrogen. The advantages of photovoltaic hydrogen production mainly include: 1, which stabilizes the instability of photovoltaic power generation. 2. Energy storage facilities. Using the energy storage effect of hydrogen energy, photovoltaic power generation is converted into hydrogen energy, and cross-day, cross-week, even cross-month and cross-quarter energy storage is realized at a lower cost than chemical energy storage.
4. Analysts pointed out that in 2020, the output and consumption of hydrogen energy in China have exceeded 25 million tons, making it the largest hydrogen producer in the world. According to the sources, hydrogen energy can be divided into three categories: gray hydrogen, blue hydrogen and green hydrogen. At present, the hydrogen in China mainly comes from grey hydrogen. It will be the future development trend to produce green hydrogen from electrolyzed water matched with large-scale photovoltaic power generation or wind power generation.
5. Photovoltaic hydrogen production provides a broad space for photovoltaics. It is estimated that by 2050, the global demand for hydrogen will reach 600-800 million tons/year. According to this expectation, in the next 30 years, the global average annual hydrogen production will be about 25 million tons, bringing an average annual increase of 900GW of photovoltaic installed capacity, thus forming a trillion-dollar market scale.
6. Ping An Securities mentioned that hydrogen energy is an important choice to replace fossil energy to achieve carbon neutrality. With the gradual application of hydrogen energy in automobile, steel and other industries, the utilization rate of hydrogen energy will gradually increase, and coking, chlor-alkali, propane dehydrogenation, ethane cracking and other industries will benefit from the application of by-product hydrogen. Hydrogen steelmaking is still in the stage of research and demonstration, so it is suggested to pay attention to the demonstration progress of the head office. Hydrogen fuel cell vehicles are expected to be gradually popularized because of their high energy efficiency, high safety, zero emission and long life.