In the first half of the year, 19 listed companies entered the hydrogen energy track for the first time: energy companies are the main force, focusing on the upper reaches of the industrial chain2022-06-23 06:11:46 15 ℃
Wu Wenxi, a researcher at the 21st Century Economic Research Institute, accelerated the pace of hydrogen energy by the hydrogen energy industry to accelerate the development of the hydrogen energy industry.
According to incomplete statistics from the 21st Century Economic Research Institute, about 19 listed companies in the first half of this year have "settled" hydrogen energy for the first time, or officially announced the launch of projects in the field of hydrogen energy, including Guanghui Energy, Shengyuan Environmental Protection, Hong Tao, Dr. Peng, Dr. Peng , Guangdong Hydropower, Hangyon Oxygen, Longyuan Power, etc. The layout methods include extended production lines, setting up subsidiaries, establishing industrial funds, signing strategic agreements, etc., involving the industrial chain such as hydrogen energy industry storage and transportation, fuel cell materials and components to hydrogen energy applications from top to bottom.
The hydrogen track is gradually "crowded." A recent report on the International Hydrogen Energy Commission showed that by 2030, the total investment in the global hydrogen energy field will reach US $ 500 billion. However, it is undeniable that the development of the hydrogen energy industry still faces many problems. The technological breakthrough of the upstream industry of storage and storage and storage and storage transportation, the independent industrialization of the core components of the fuel cell, and the cost pressure of the entire industrial chain. Room for improvement. Judging from the investment fields of various listed companies in the first half of the year, these directions have also become the focus of corporate attention and investment.
The 21st Century Economic Research Institute believes that it is still a market introduction period for the hydrogen energy industry recently, but with the continuous guidance of national and local policies, opportunities have also been hidden under the pain points of the industry. For enterprises, at this stage, it may be the strategic opportunity to lay out the hydrogen energy industry. Enterprises are expected to open up new growth space. For the industry, under the idea of cross -border layout in combining with its own advantages, the industry's technical reserves and industrial scale will increase, helping the hydrogen energy industry to accelerate the development of the "inflection point".
19 listed companies enter the hydrogen energy track
In the first half of this year, about 19 listed companies officially announced that they entered the hydrogen energy track across the border. Most of them are private enterprises, such as Guanghui Energy, Sanju Environmental Protection, Hangzhou Oxygen, Dr. Peng, etc., but there are also no shortage of national forces, such as Guangdong Hydropower, Longyuan Power, Jinshan Energy, Shengyuan Environmental Protection, etc. From the perspective of market value, there are 10 companies with a market value of more than 10 billion, of which Longyuan Power's market value is 153.6 billion yuan.
From the perspective of the industry, energy companies such as photovoltaic, wind power, oil and gas have expanded their wings in the hydrogen energy field.
Since the photovoltaic industry represents the leader of the company Longji and the sun power supply last year, after entering the hydrogen energy, this year, a photovoltaic enterprise entered the bureau. Haitai Xinneng issued an announcement on January 1, announcing the establishment of 10 million yuan to establish Tangshan Haitai Hydrogen Energy Technology Technology Limited, business involves hydrogen energy storage products.
The enterprise entered this year's wind power field was taken by Longyuan Electric Power. In February this year, Henan Company, which belongs to Longyuan Power, signed a 500 MW New Energy Project Investment Framework Agreement with Ningling County, Henan Province. Wind power, new energy hydrogen, charging piles and other projects.
Due to the closely related to the hydrogen energy business, most oil and gas companies have the earlier layout of hydrogen energy. This year, Guanghui Energy disclosed the "Outline of the Development Strategic Planning of Hydrogen Energy Industry Chain (2022-2030)" on January 25. "Based on the company's original hydrogen-based production, it was first involved in hydrogen energy. The extension of the entire industry chain. Anhui Natural Gas also announced in April this year with the joint venture with Tongling Comprehensive Transportation Investment Group Co., Ltd. to cooperate in the operation area to invest, build, and operate the Tongling Yangtze River Oil and Gas Hydrogen Integration Pier project.
The 21st Century Economic Research Institute analyzed that the energy enterprise layout the upstream of the hydrogen energy industry chain, focusing on the fields of greening, hydrogen energy storage, and hydrogen injection. This is related to the advantages of energy companies. Traditional oil and gas companies have surplus gas resources. They have mature practical experience and production scale in production and processing hydrogen. For example, the chemical bases built by Guanghui Energy in Xinjiang can be used for hydrogen production. Developed feasible methods such as purifying and carbon removal through industrial by -industrial hydrogen. The development of hydrogen -making such as wind power and photovoltaic energy is already a "trend". Wind and light enterprises cut into the field of hydrogen energy, which can lay the foundation for the large -scale production of green hydrogen in the future.
In addition to energy companies, this year's cross -border hydrogen energy industry also includes many industries such as construction, steel, machinery, environmental protection, and communication. Among them, the construction industry is represented by Yue Hydropower. On February 16 this year, it was announced that they would jointly invest in the hydrogen power industry chain with Xingbang Technology and Wuhai Municipal Government. Industrialized exploration in the fields of hydrogen fuel cells and other fields, with a total investment of tens of billions, is a rare "big conclusion" this year.
The layout of Yue Hydropower's layout is involved in the middle, middle and lower reaches. It will create upstream landscape power generation, green hydrogen storage and transportation, midstream fuel cell engine and its core components. Building, public facilities, military, ships, and aerospace applications: three industrial clusters in the field of aerospace.
From the perspective of layout, in the first half of this year, most listed companies chose to enter the hydrogen energy industry by strategic cooperation with the industry or joint venture with the industry or joint venture. For example, Sanju Environmental Protection announced on January 4 that it will sign the "Investment Agreement" with Fuzhou University Asset Management Co., Ltd. and Zijin Mining Group Co., Ltd., and jointly invest in the establishment of Fuda Purple Gold and Hydrogen Energy Technology Co., Ltd. In May 2022, Dr. Peng announced that it reached a strategic cooperation with Shenzhen's Major Industrial Investment Group Co., Ltd. to establish a dual -carbon industry fund to build a hydrogen energy industrial park in Shenzhen.
The 21st Century Economic Research Institute believes that cooperation between enterprises in the form of joint ventures will help the integration and optimization and complementarity of resources, meet the development needs of both parties, and jointly resist market risks. At the same time, in the early stages of the development of the hydrogen energy industry, the expansion of the industrial layout can also be promoted, and the group strength can be accelerated. Where do various types of enterprises cut in?
On the degree of industrial correlation, energy companies enter the hydrogen energy industry to master innate advantages.
Petroleum enterprises themselves are large -hydrogeniameters, and refining devices including hydrogen refreshing will use hydrogen, and the corresponding technologies and supporting facilities are relatively complete, and the advantages of hydrogen -making costs are very prominent. Gas enterprises have a large number of natural gas gas stations and pipeline advantages. Today, many places have introduced policies to encourage the construction of oil, hydrogen, and gas integrated energy stations. Gas enterprises will be rebuilt. The hydrogen energy industry translates its own advantages well. In addition, under the "dual carbon" goal, the energy structure has accelerated transformation, regulatory policies are becoming stricter, and traditional oil and gas companies are also necessary.
This year, the focus of hydrogen energy in oil and gas enterprises is concentrated in the related business of production, infusion, storage, reserves, and hydrogen use. Among them, the layout of the green hydrogen business direction is particularly noteworthy. The layout of Anhui natural gas is its own advantageous oil -gas hydrogen comprehensive energy injection terminal project. Guanghui Hydrogen has the layout of upstream green and hydrogen -making links. The planning project is located in Xinjiang. It has rich wind and light resources, and has the conditions for building large -scale scenery and complementary projects. Green hydrogen provides good conditions.
In the "Medium Plan for the Development of Hydrogen Energy Industry (2021-2035)", it proposed that combined with the characteristics of resource endowment and industrial layout, the selection of hydrogen-making technology routes according to local conditions, and gradually promoted the construction of a diversified hydrogen-making system of cleaning, low-carbonization, and low-cost. In the middle and long term, the development of the green hydrogen market will accelerate, which has become an industry consensus.
At present, the proportion of green hydrogen -based green hydrogen is only a percentage of digits, and it is imminent to increase the production of green hydrogen. Wind power and photovoltaic enterprises also take into account this. In the first half of this year, the layout of wind power and photovoltaic enterprises was regained in the field of production and hydrogen storage, such as Longyuan Power Investment in new energy -making hydrogen; Haitai New Energy invested in hydrogen energy storage products.
The reason for investing in the field of hydrogen production is beyond doubt that renewable energy electrolyte water -making hydrogen is an important direction for the development of national and local policies, and it is also a critical area for the current technology and cost breakthrough in the field of hydrogen energy. The victory of wind and light companies' investment energy storage is that problems such as wind power, photovoltaic power generation, poor grid -connected capacity, and difficult to eliminate can be solved well through hydrogen energy storage. Electrolytic hydrogen can store excess power through hydrogen energy. When the power is insufficient, the power is transformed through electrochemical reactions.
It is undeniable that the cost of electricity prices and equipment in electrolyte hydrogen hydrogen hydrogen hydrogen has not been resolved. The green hydrogen hydrogen market is in the ascendant. A section of the road is going to go.
In the first half of this year, the main areas of cross -border hydrogen energy in chemical enterprises were key materials and core components of fuel cells in the industry chain. Such as Sanju Environmental Investment Catalyst, fuel cell system, ammonia-hydrogen fuel cell equipment, etc.; Pan-Asia micro-investment hydrogen fuel cell proton exchange film project.
The above two companies have taken action in the field of investment. Sanju Environmental Protection stated in 2019 that it is conducting the preliminary investigation of new hydrogen -making catalysts, and has already owned a certain technical reserve. Pan Ya slightly developed the core technology of the EPTFE base film. It has 26 years of experience in coating equipment manufacturing and technical application experience. The layout of hydrogen fuel cell proton exchange membranes belongs to its own business.
In addition, enterprises such as communications, building materials, machinery, machinery, etc. favors the upstream hydrogen -making industry; some companies such as electricity, computers, steel and other industries choose to lay out the fuel cell component field of midstreams. Generally speaking, the field of cross -border hydrogen energy in listed companies in the first half of the year covers various aspects of the hydrogen energy industry chain, among which the number of companies in the upstream system, storage, transportation, and injection links is large.
The 21st Century Economic Research Institute believes that this year's cross -border hydrogen energy, new energy, power, electric power, steel, environmental protection, building materials and other companies are all high -emissions or new energy industries that are closely related to "double carbon". Under the favorable factors such as policies and markets, enterprises should choose the entry point, combined with advantageous endowment layout, to accelerate the iterative new products and cultivate new formats, and inject momentum into the high -quality development of the hydrogen energy industry.
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