Hydrogen energy's first written report on fuel cell stocks has become the new main line
Hydrogen can be written into the government work report for the first time.
On March 15, the State Council Information Office held a briefing to interpret 83 amendments to the government work report. One of them has attracted the attention of the market-"promoting the construction of facilities such as charging and hydrogenation", which is the first time that hydrogen energy has been written into the government work report. The insiders believe that the revision of the government work report marks the government's emphasis on the utilization of hydrogen energy.
Hydrogen energy was written into the government work report for the first time, making this industry the focus of attention. It is reported that hydrogen energy is a kind of secondary energy, which is made by using other energy sources in a certain way, unlike coal, oil and natural gas, which can be directly mined from underground and almost completely rely on fossil fuels. Hydrogen energy is considered as the most promising clean energy in 2 1 century.
"The unique advantages of hydrogen energy in renewable energy storage." Insiders pointed out that compared with pumped storage, compressed air, secondary batteries and other energy storage methods, hydrogen energy storage has the remarkable characteristics of less geographical restrictions, wide scale adaptability, low investment cost and environmental friendliness. Hydrogen fuel cell has the characteristics of zero emission and zero pollution, and is considered as the ideal technology and the ultimate new energy power solution for clean and environmental protection in the future. The development of fuel cells will set off a round of energy revolution, and hydrogen will replace some oil as an important part of the energy system. In the future, the market scale of hydrogen fuel cells will reach trillions.
Recently, the first industrial application project of hydrogen production from wind power in China-Guyuan demonstration project of comprehensive utilization of hydrogen production from wind power has made new progress. According to the news released by the project party, at present, the overall building structure and decoration of the project have been completed, all hydrogen production equipment has been installed in place, and the hydrogen production system pipeline has been completed by 95%. The next step will be to debug the equipment.
According to the data, the hydrogen production project from wind power in Guyuan, Hebei Province is a key project in Hebei Province with a total investment of 2.03 billion yuan. The project is invested by Hebei Jiantou New Energy Co., Ltd., and has technical cooperation with companies such as McPhy and Encon in Germany, introducing advanced technology and equipment for hydrogen production from German wind power, and building a 200 MW wind farm, a 10 MW electrolyzed water hydrogen production system and a comprehensive hydrogen utilization system in Guyuan County.
In terms of fuel cells, China established the "863 Major Project of Electric Vehicle" from 200 1, and determined the strategy of three verticals, with pure electric, hybrid and fuel cell vehicles as three verticals and multi-energy powertrain control, drive motor and power battery as three verticals. With the development of fuel cell industry becoming more and more mature, the support is gradually increasing. 2016165438+10, the 13th Five-Year Plan for the Development of Strategic Emerging Industries proposed to systematically promote the R&D and industrialization of fuel cell vehicles.
The Blue Book of China Hydrogen Energy Industry Infrastructure Development further describes the development roadmap of hydrogen energy in China: by 2020, the number of fuel cell vehicles in China will reach 1 10,000, and the number of hydrogen refueling stations will reach 1 10,000, with a total industrial output value of 300 billion yuan; By 2030, 2 million fuel cell vehicles will be rolled off the assembly line, with 1000 hydrogen refueling stations, and the industrial output value will exceed 1 trillion yuan.
Deng Yongkang, an analyst at Essence Securities, mentioned in the report that during the two sessions, many deputies repeatedly mentioned proposals and suggestions for developing the hydrogen fuel cell industry, mainly including upgrading the strategic position, increasing investment in technology research and development, subsidy policies and improving basic implementation. The market attention is unprecedentedly high.
The curtain of fuel cell commercialization opens
With the rapid economic development in China, the automobile industry has become one of the pillar industries in China. In 2007, China has become the third largest automobile producer and the second largest automobile market in the world. At the same time, automobile fuel consumption has reached 80 million tons, accounting for about 1/4 of China's total oil demand. In today's increasingly tight energy supply, it is urgent to develop new energy vehicles. Using hydrogen energy as automobile fuel is undoubtedly one of the best choices.
TF Securities analysts Yang Zao and Yang Xingyu pointed out that 20 19 will be the first year of commercialization of fuel cell vehicles, and the fuel cell vehicle system will be mainly used in commercial vehicles in China in the future. TF Securities reported that the "usability" problem of electric vehicles has been initially solved, and the next step is to solve the "usability" problem. However, the application of electric vehicles in commercial vehicles has some pain points, such as high cost, inconvenient charging and poor winter experience. Fuel cell is one of the most promising auxiliary solutions. The "Three Electricity" technical progress brought by the large-scale promotion of electric vehicles has also laid a solid foundation for the promotion of fuel cell vehicles.
Deng Yongkang, an analyst at Essence Securities, said that according to the information trend report, in 20 17, the global sales scale of fuel cell passenger cars reached 3,260, an increase of over 40% year-on-year. According to the data of China Automobile Association, there are no fuel cell passenger cars in China at present, mainly fuel cell commercial vehicles. Cars were sold in 20 1527, up 20% year-on-year. In the future, with the promotion and implementation of "Ten Cities 1000 Vehicles", the sales scale will be greatly improved.
Another historic milestone in the commercialization of fuel cell vehicles is that from 2065438 to August 2008, Weichai Power invested about US$ 65438+63 million in Ballard, and will hold 0/9.9% of its equity and become Ballard's largest shareholder. At the same time, Wei Chai announced that it will provide at least 2,000 sets of fuel cell modules for commercial vehicles by 202 1, which is the largest deployment plan for commercial vehicle fuel cell vehicles in the history of the world.
According to the forecast of Fuji Economic News Agency, the global fuel cell market is expected to reach 5.2 trillion yen (about 340 billion yuan) by 2025, of which the fuel cell vehicle market will exceed 50%. The fuel cell vehicle market in 20 1 1 year is only 300 million yen. In the future, with the upgrading of technology and the improvement of infrastructure such as hydrogen refueling stations, it is estimated that the global fuel cell vehicle market will expand to 2.9 1 trillion yen (about190 billion yuan) by 2025, accounting for more than half of the overall market.
Analysts pointed out that the hydrogen energy industry was written into the government work report for the first time, indicating that the government attaches importance to the use of hydrogen energy. With the support of policies, with the accelerated breakthrough of fuel cell core technology, hydrogen energy may usher in an industrial explosion in the future. Related concept stocks, such as Donghua Energy (00222 1), Hongda Xingye (002002), Magnolia officinalis (30047 1), Hua Bin (60 1678), Yeti (002639) and Dayang Electric (002249).
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Donghua Energy (00222 1)
At the end of last year, the company revealed that it had built the first commercial hydrogen refueling station in Jiangsu. The company said that hydrogen energy can be widely used in fuel cell vehicles, power generation, energy storage, and mixed natural gas for industrial and civil gas, which can replace oil and natural gas. The hydrogen energy industry is rich in connotation. The company attaches importance to the comprehensive utilization of hydrogen energy. In the next stage, the whole industrial chain channel of hydrogen energy utilization will be opened to give full play to the economic benefits of hydrogen energy and further enhance the competitive advantage of the whole industrial chain of deep processing of liquefied petroleum gas.
According to public information, Donghua Energy's main business scope covers international and domestic trade of alkane resources, terminal retail, deep processing of alkane resources and comprehensive utilization of hydrogen energy. Institutional analysis pointed out that last year, the company changed its investment funds to invest in Ningbo PDH Phase III, Ningbo Cave Depot and Lianyungang Terminal Storage Tank. It is estimated that 7 sets of PDH and downstream deep processing projects will be completed in the next 3-5 years. It is estimated that19-2/kloc-0 will be put into production every year 1-2 PDH projects. By 2022, the total production capacity of PDH and supporting PP is expected to reach 4.56 million tons and 3.2 million tons, further consolidating the leading position and being optimistic about the long-term growth of the company's main business and its extension in the hydrogen energy and new materials industries.
In addition, Donghua Energy acquired the equity of several companies and vigorously developed hydrogen energy. On March 6, the company announced that Donghua Automobile, a wholly-owned subsidiary, intends to acquire a 33.33% stake in Donghua Clean Energy, a holding subsidiary of Donghua Energy owned by Wang. The company intends to acquire 23.66% equity of Zhangjiagang New Materials and 20% equity of Ningbo Chemical held by wholly-owned subsidiaries Nanjing Donghua and Taicang Donghua and their holding subsidiaries Ningbo New Materials. After the above equity transfer is completed, Zhangjiagang New Materials will become a wholly-owned subsidiary of the company, and Ningbo Chemical will become a wholly-owned subsidiary of the company.
It is pointed out that hydrogen energy and fuel cell automobile industry have entered the primary stage of commercialization. With the support of policies, with the accelerated breakthrough of the core technology of fuel cells, enterprises in the hydrogen energy industry chain are expected to benefit. Donghua Energy, as a leader in hydrogen energy, has huge room for growth.
Magnolia officinalis (30047 1)
Last year165438+10.2, Houpu announced that Sichuan Houpu Zhuoyue Hydrogen Energy Technology Co., Ltd., a wholly-owned subsidiary of Air Liquide Group, and Air Liquide Advanced Technology Co., Ltd. jointly funded the establishment of a joint venture company engaged in the research, development, production and sales of hydrogen fuel cell electric vehicle hydrogen refueling stations in Chengdu. The two sides will jointly promote the development of the hydrogen energy industry chain, so as to promote the construction of hydrogen filling infrastructure in China. The List of Joint Venture Clauses was signed on 20 18, 16543810.2.
Hopu shares said that under the guidance of hydrogen energy development policy, the company and France Air Liquide Advanced Technology Co., Ltd. set up a joint venture company, which will realize the sharing of hydrogen energy resources with France Air Liquide, promote the hydrogen energy industry chain and promote the construction of hydrogen filling infrastructure. This cooperation will lay a solid foundation for both parties to develop hydrogen energy business in domestic and foreign markets, enhance the company's sustainable development ability and promote the future development of the company's hydrogen energy business.
According to public information, Air Liquide is a global leader in technology and services in the field of industrial and medical gases, with more than 65,000 employees worldwide and more than 80 businesses all over the world, serving more than 3.5 million customers and patients. The company has participated in the construction, investment and operation of more than 100 hydrogen refueling stations (including 70Mpa hydrogen refueling stations) and 8 sets of liquid hydrogen devices around the world, with rich equipment data and related technologies.
Insiders pointed out that the main business of Magnolia officinalis is high-end equipment manufacturing based on clean energy and corresponding energy engineering consulting, design and construction. At present, the company has gradually formed service capabilities covering the whole industry chain in the field of hydrogen refueling stations, including engineering design, research and development of core components, integration of complete sets of equipment, system platform, installation and debugging of hydrogen refueling stations and after-sales service, and successfully built four core advantages: design capabilities of hydrogen refueling stations, development strength of core components, good relations with many customers and improvement of after-sales service system. The fuel cell car business has long been beneficial to the company.
Hongda Xingye (002002)
1On the evening of February 2, 2008, the company announced that it had signed a cooperation agreement on hydrogen energy projects with Beijing Institute of Aerospace Experimental Technology "10/Institute", aiming at developing cooperation in hydrogen energy technology research and development, equipment development and promotion, and making use of their respective advantages to make the hydrogen energy industry bigger and stronger.
The announcement shows that 10 1 Institute was established in 1958. It is the largest, most functional and most advanced aerospace power ground comprehensive test and research base in China, and the only hydrogen-oxygen engine research and test base in China. In the long-term scientific research and application, we have mastered the large-scale preparation, storage, long-distance transportation and safe application technology of liquid hydrogen, developed corresponding equipment, realized the large-scale storage and use of liquid hydrogen, and formed a comprehensive transportation system of liquid hydrogen combining road, railway transportation and local pipeline transportation, which provided a guarantee for the development and launch of hydrogen-oxygen rockets in China. It is the most perfect unit for hydrogen-related research and testing in China at present.
Hongda Xingye said that the cooperation between the company and 10 1 research institute in hydrogen energy technology research and development, equipment development and promotion is of great significance to promoting the development of hydrogen production and application. The cooperation between the two parties can bring unique and valuable skills, perspectives and commercial benefits to each other. At the same time, it will lay a solid foundation for the company to enter the field of hydrogen energy, which will help the company to speed up the layout of the complete industrial chain of hydrogen production, hydrogen storage, hydrogen transportation and hydrogen energy application. Further improve the company's core competitiveness and provide a strong guarantee for the company's sustained, rapid and stable development.
This is not the first time that Hongda Xingye has set foot in the hydrogen energy industry. 20 18 12 18 announced that in order to improve the utilization efficiency of hydrogen produced by chlor-alkali plants, further improve the utilization ratio of resources and energy, and improve the industrial structure, Wuhai Chemical, a wholly-owned subsidiary, plans to invest in the construction of a hydrogen refueling station project. On the evening of June 5438+1October 3 1 this year, the company announced that Wuhai Chemical, a wholly-owned subsidiary, received the approval document from the Development and Reform Commission of Wuhai City, Inner Mongolia Autonomous Region, and agreed to build eight hydrogen refueling stations in Haibowan District, Hainan District and Uda District of Wuhai City.
South Huitong (000920)
In recent years, the company has made continuous efforts in the field of membrane business. Its wholly-owned subsidiary, Time Wharton, is the largest reverse osmosis membrane manufacturer in China, and one of the few manufacturers in the world who have fully mastered the core technology of membrane manufacturing and the whole process of membrane module preparation, with large-scale production capacity. According to the information disclosed in the company's 20 18 semi-annual report, the pilot production line of battery separator runs well, achieving stable production and actively promoting market development.
Analysts believe that the battery film is expected to become a new profit point for the company in the future. Liu, an analyst at Shenwan Hongyuan, believes that membrane technology is the main direction of water treatment. At present, domestic nanofiltration membrane and plate ultrafiltration membrane are still mainly imported, and the company expects to increase its share and sales volume by virtue of its cost advantage in the future.
In addition to deepening the application of membrane in environmental protection market, South Huitong also increased the research and development of energy membrane. In 20 17, the battery separator independently developed by the company began to enter the pilot stage; The pilot production line of 20 18 battery separator runs well and realizes stable production. Southern Huitong said that the company does not rule out the possibility of further extending the technical route and broadening the product structure. Xu Qiang, an analyst at Guotai Junan, said that the independent research and development and production capacity of high-performance separation membranes are still the main line of the company's growth, and the battery separator is expected to become a new profit point for the company in the future.
It is worth noting that the development of hydrogen fuel cell vehicles is of great significance to battery separators. It is understood that compared with lithium batteries, hydrogen fuel cells can better solve the problems of cruising range anxiety and rapid energy replenishment, but because key technologies are difficult to overcome, hydrogen fuel cells are also facing many obstacles. At present, the only company in the world that can commercially supply proton exchange membrane materials for hydrogen fuel cells is DuPont. However, South Huitong has mastered the advanced and important technology of reverse osmosis membrane, making the company among the best in the new blue ocean of trillion-dollar fuel cell market.
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(Article source: Investment Express)