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In the future, industry and transportation will be the main incremental areas for the use of hydrogen in my country.
According to CCTV Finance, the Xinjiang Kuqa Green Hydrogen Demonstration Project, the world’s largest green hydrogen project, is about to be put into operation. It is reported that the project will all use renewable energy sources such as photovoltaic and wind power to generate hydrogen, with a hydrogen production scale of 20,000 tons per year.
Green hydrogen refers to hydrogen obtained by decomposing water using renewable energy. Because only water is produced when burned, it achieves zero emission of carbon dioxide from the source. Green hydrogen is also considered an important component of clean energy.
Experts said that electrolyzing water to produce hydrogen is currently the most mainstream method, of which electricity costs account for nearly 70%. When the cost of wind power and photovoltaic electricity is below 0.15 yuan/kWh, hydrogen production from renewable energy sources such as water electrolysis and hydrogen production is economical. The current efficiency of this technology is between 60% and 70%. In the future, the application of green hydrogen will benefit from the falling cost of new energy power generation. In terms of policy, the Ministry of Industry and Information Technology, the National Development and Reform Commission, and the Ministry of Ecology and Environment recently jointly issued the "Implementation Plan for Carbon Peaking in the Industrial Sector" (hereinafter referred to as the "Plan") to accelerate the implementation of hydrogen energy applications. The "Plan" proposes to promote the development of the entire chain of hydrogen energy production, storage, transportation, and marketing, encourage qualified regions to use renewable energy to produce hydrogen, and study and implement a hydrogen metallurgy action plan. Carry out the research and development and demonstration application of hydrogen fuel vehicles, and strengthen the research and development of low-carbon clean energy equipment such as hydrogen fuel. According to data from the
Hydrogen Energy Alliance, under a carbon neutral scenario, my country’s annual demand for hydrogen is expected to increase from the current 37 million tons to 130 million tons by 2060, and its share of final energy consumption will increase from the current 5% to 20%. %, industry and transportation will be the main incremental areas. Ling Yiqun, deputy general manager of Sinopec Group Company, predicts that in the future, the entire petrochemical industry will transform from green electricity to green hydrogen and be replaced by green hydrogen. The future industry scale will be at least 100 billion.
Green hydrogen concept stocks are on a good rise
Securities Times · Databao statistics, there are 27 A shares green hydrogen concept stocks. Since July, concept stocks have generally risen, with an average increase of 5.24%. 9 shares rose by more than 10%, with Foran Energy leading the way with a gain of 41.41%; Sungrow Power followed, with a cumulative increase of more than 20%. The retracement of stocks was not much, and the magnitude was also small. Only one share of Longi Green Energy fell by more than 10%.
In terms of institutional attention, there are as many as 34 institutions participating in the rating of Longi Green Energy; more than 20 institutions , the rating agency of Satellite Chemical, Baofeng Energy and Sungrow Energy.
So far, 12 stocks have released performance forecasts or interim reports for the first half of the year, and the net profits of concept stocks such as Xiongtao Shares and Nal Shares have doubled year-on-year. Xiongtao shares are expected to grow by 196.79% year-on-year to 236.37% this year. The company stated that with the introduction of the national incentive policy for hydrogen energy demonstration city clusters and the implementation of implementation details of each hydrogen energy city, hydrogen energy orders have increased significantly, increasing the company's sales and sales profits.
The main funds sold the two major automobile giants
html On August 12, the three major indexes collectively pulled back, with the Shanghai Stock Exchange Index and the Shenzhen Component Index closing slightly down, and the ChiNext Index fell by more than 1%. Track stocks fell across the board, with semiconductor, photovoltaic, military and other sectors leading the decline. The main players quickly fled the power equipment and electronics industries, with net outflows exceeding 6 billion yuan; the net outflows of national defense and military industries and basic chemicals also exceeded 2 billion yuan. .Looking at this week, the three major A-share indexes rose unilaterally, the Shanghai Composite Index rose 1.55%, the Shenzhen Stock Exchange Component Index rose 1.22%, and the ChiNext Index rose 0.27%. The industry rose more than it fell, with the exception of automobiles, agriculture, forestry, animal husbandry and fishery, all other sectors recorded gains. The coal index rose by more than 8%; the petroleum and petrochemical index rose by more than 5%.
The main capital outflow was A-share market 55.765 billion. Among Shenwan's first-level industries, the electronics sector ranked first in net outflows, reaching 14.604 billion yuan; automobiles, computers and pharmaceuticals and biology had net outflows of more than 5 billion yuan. In terms of reshoring, 2.004 billion yuan mainly returned to the non-bank financial track, and resource industries such as petroleum, petrochemicals and coal also received certain capital injections.
excludes new stocks listed in the past month, and the net outflow of 5 stocks exceeded 1 billion yuan. The two major automobile leaders, Changan Automobile and BYD , were both sold by the main force for more than 2.3 billion yuan.The main players in have also left many popular stocks in the electronics sector. The net outflows of Sanan Optoelectronics , Weir Holdings and Silan Micro are all more than 800 million yuan. In terms of net inflows of
, Luxshare Precision received a net inflow of more than 1 billion yuan per share. In the same sector, Goertek and Ziguang Guowei have also won the favor of the main players. In addition, non-ferrous stocks such as Shenhuo Holdings , Zijin Mining , Yunnan Aluminum Co., , and non-bank financial stocks such as Oriental Fortune , Guoyuan Securities were also bought by main funds.
statement: All information content on Databao does not constitute investment advice. The stock market is risky, so investment needs to be cautious.
Editor in charge: Xie Yilan
Data Bao
Data Bao (shujubao2015): Securities Times intelligent original new media.
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