According to estimates from the China Hydrogen Energy Alliance, China's demand for hydrogen will reach 35 million tons by 2030, accounting for 5% of the terminal energy system. By 2050, hydrogen energy will account for at least 10% of China's terminal energy system, and the annual output value of the industry chain will be approximately 12 trillion yuan.
html On August 6, Meijin Energy , the leading hydrogen energy concept, took the lead in hitting the limit in early trading, achieving two consecutive boards. The closing price of closed orders reached 270,000 lots, and the latest closing price hit a new high in a year. In addition to Meijin Energy , Yangmei Chemical , Chuangyuan Technology , Sanfu Shares, Quanchai Power all recorded daily limits, Kailuan Shares , Yinglite , Shenzhen Gas , Jiangsu Thorpe , Hansoh shares and other concept stocks also bucked the trend and rose sharply.
As a subdivision of the new energy industry, hydrogen energy is considered an important part of the future energy revolution. Currently, the global hydrogen energy development momentum is very strong. Among the 27 countries accounting for about 52% of the global GDP, 16 have formulated comprehensive national hydrogen energy strategies, and 11 countries are formulating national hydrogen energy strategies.
On the news, recently, the 2021 Jiaxing Hydrogen Energy Industry Development Summit Forum co-sponsored by the China Electric Vehicles 100 People's Association and the Jiaxing Municipal People's Government was officially held. Industry experts and scholars, representatives of government departments, and heads of demonstration application companies conducted in-depth discussions on issues such as promoting the demonstration of fuel cell vehicles and building a regional hydrogen energy industry ecology, and jointly sought breakthroughs and development of the entire hydrogen energy industry chain.
Industry demand potential is huge
Central enterprises are developing the hydrogen energy industry across borders
According to the "Research Report on Future Development Trends of Hydrogen Energy" released by the International Hydrogen Energy Council, it is expected that by 2030, the number of fuel cell passenger cars worldwide will reach 10 million. to 15 million vehicles, and by 2050, the demand for hydrogen energy will be 10 times the current level. The huge market potential of
has caused major companies to increase their research and development of the hydrogen energy industry. In 2021, my country's hydrogen energy will usher in a new round of development boom. Shandong, Zhejiang, Fujian and other provinces have successively released plans for the construction of hydrogen energy industrial parks and hydrogenation stations. More than 20 large state-owned enterprises, including China National Energy Group, Sinopec, and PetroChina, are developing the hydrogen energy industry across borders.
According to our country’s commitment, we will achieve the two ambitious goals of “ carbon peak ” and “carbon neutrality” by 2030 and 2060 respectively. For now, China's emissions reduction task is still very arduous. In order to respond to global climate change and fulfill the carbon emission reduction targets in the Paris Agreement, according to calculations by the National Renewable Energy Center, my country's established energy policy still needs to reduce the proportion of fossil energy use to achieve the goal of climate change below 2°C. Target. It can be seen that it is urgent to build a clean, low-carbon, safe and efficient modern energy system .
Hydrogen energy will undoubtedly play an important role in the modern energy system. According to estimates from the China Hydrogen Energy Alliance, China's hydrogen demand will reach 35 million tons by 2030, accounting for 5% of the terminal energy system. By 2050, hydrogen energy will account for at least 10% of China's terminal energy system. The demand for hydrogen will be close to 60 million tons, which can reduce emissions by about 700 million tons of carbon dioxide. The annual output value of the industry chain is about 12 trillion yuan.
concept stocks have experienced gratifying gains
Securities Times·Databao statistics show that there are currently more than 100 companies deploying the hydrogen energy industry. As of the close of August 6, the market value of hydrogen energy concept stocks A shares totaled 2.34 trillion yuan. Since July The average increase in concept stocks reached 13.75%, exceeding the Shanghai Stock Index by 217 percentage points during the same period. Donghua Technology , Sanfu Shares, *ST Lions, Houpu Shares, Shenzhen Gas, etc. ranked among the top five in terms of cumulative gains.
Judging from the semi-annual reports and performance forecast data, the net profits of 24 hydrogen energy concept stocks will double. The net profits of Jiangsu Suop , Huachang Chemical , Yinglit, Meijin Energy and other 4 stocks Preliminary increase of more than 10 times. Jiangsu Suopu expects net profit in the first half of the year to be 1.48 billion yuan to 1.53 billion yuan, a year-on-year increase of 173 times to 179 times.
Meijin Energy : Its holding subsidiary Feichi Automobile is the largest hydrogen fuel cell vehicle production base in the country, with an annual production capacity of new energy buses of 5,000.The company responded to investors on the interactive platform on July 28 that Huasheng Chemical's coke oven has been fully put into production, and the first phase of the high-purity hydrogen project has been basically completed and will be put into operation soon.
Quanchai Power : The company has successively cooperated strategically with companies such as Forsey, Bosch of Germany, Siris Power of the United Kingdom, Canada, ARADEX of Germany, and Odyss of Germany. It has mastered the key technical resources of hydrogen fuel cell and established a "single cell- A complete industrial chain of hydrogen fuel commercial vehicles from stack to system to complete vehicle. The hydrogen fuel cell business is currently in the R&D and trial production stage.
Yihuatong: The company is a leader in China's hydrogen energy industry, focusing on the research and development and industrialization of hydrogen fuel cell engine systems. Fuel cell buses equipped with the company's engine systems have been sold in Beijing, Zhangjiakou, Zhengzhou, Chengdu, Zibo and other places are now operational. In 2020, the company's hydrogen fuel cell business revenue was 572 million yuan.
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