57
Hydrogen fuel cell industry is emerging and listed companies are strengthening their layout
2023/6/12
Recently, enterprises such as Baotailong and Yihuatong have continued to make efforts in the layout of hydrogen energy industry and achieved important results in the field of hydrogen fuel cell. Industry insiders said that at present, under the background of energy transformation, the development of hydrogen energy industry is of great significance. As the hydrogen energy industry becomes the focus of cultivating and developing strategic emerging industries, the subdivision track including hydrogen fuel cell vehicles will also usher in new opportunities for development with favorable policies.
Broad development prospect
As an important path to promote energy saving and emission reduction and realize energy transformation, vigorously developing hydrogen energy industry has become the consensus of all circles. The hydrogen fuel cell has received a lot of attention from the industry by virtue of its clean and environmental protection, high efficiency of power generation, small volume, light weight, high energy density, long range and short hydrogen refueling time.
In recent years, the rapid development of hydrogen fuel cells cannot be separated from the escort and support of policies. The country has been actively promoting the construction of charging and hydrogen refueling facilities to promote the rapid development of hydrogen fuel cells. Various regions have also actively introduced policies to follow up and fully support the development of related industries.
The Medium and Long-Term Plan for Hydrogen Energy Industry Development (2021-2035) jointly issued by the National Development and Reform Commission and the National Energy Administration clearly proposes to promote the demonstration application of hydrogen energy in the transportation field in an orderly manner. By 2025, the number of fuel cell vehicles will reach about 50,000, and a number of hydrogen refueling stations will be deployed and built.
Previously, Liaoning, Shaanxi, Guizhou, Shanghai, Shanxi and other places have issued development plans related to hydrogen energy industry, formulated a roadmap for the development of hydrogen energy industry, strengthened top-level design, and actively promoted the development of hydrogen energy industry in the region. Among them, the Liaoning Hydrogen Energy Industry Development Plan (2021-2025) proposes that by 2025, the number of fuel cell vehicles (including buses, passenger cars, heavy trucks, tractors, sanitation vehicles, etc.) in the province will reach more than 2,000, and there will be more than 30 hydrogen refueling stations.
Many prefecture-level cities have also issued programs to vigorously develop the hydrogen fuel vehicle industry, and the "Pingdingshan City Work Program to Promote High Quality Development of Multimodal Transport and Optimize the Adjustment of Transport Structure (2023-2025)" released on June 1 proposes to improve the green level of equipment. Promote green, professional intermodal transport equipment, the development of the promotion of the use of pure electric, hydrogen fuel cells and other new energy freight distribution vehicles implementation measures, moderate measures to limit the passage of fuel vehicles; promote the use of new energy and clean energy for railroads, ports, logistics parks freight transport equipment, transfer machinery.
In recent years, the policy has paid rapid attention to hydrogen fuel cell vehicles, giving the hydrogen energy and fuel cell industry a higher strategic status. The relevant ministries and commissions pointed out that fuel cell is one of the important technical routes that will co-exist and complement pure electric vehicles in the long term, and that further efforts should be made to crack the problems of fuel cell industrialization and vigorously promote the development of hydrogen energy and fuel cell industry in China.
Great Wall Guorui Securities believes that the current market situation of hydrogen fuel cells is comparable to the early stage of power cell development and will usher in huge development space in the future. When the technology and cost breakthrough, the hydrogen fuel cell industry is expected to usher in rapid development.
Intensify the layout
With the implementation of hydrogen energy industry planning on the ground and the continuous iteration of fuel cell technology, listed companies are seizing the policy and market opportunities to continuously strengthen their layout in the field of hydrogen fuel cells. Recently, another group of companies have made important progress in this field.
Baotailong announced on the evening of June 7 that the hydrogen produced by its wholly-owned subsidiary Qitaihe Baotailong New Energy Co., Ltd. has met the quality index requirements of GB/T 37244-2018 "Fuel for Proton Exchange Membrane Fuel Cell Vehicle - Hydrogen" after inspection and testing by a third party institution. The company has also become the first company in Heilongjiang province that can produce hydrogen for fuel cell vehicles.
It is reported that the samples sent for inspection came from the hydrogen purification project of Baotailong. The project takes the tail gas of methanol plant as raw material and prepares fuel cell hydrogen by PSA hydrogen extraction, with the design capacity of 8000Nm3/h. It has the remarkable features of advanced and reliable technology, high degree of self-control of the plant, simple maintenance, high utilization rate of resources and energy, strong adaptability of the process under different working conditions and relatively low production cost, which can provide clean and green energy for hydrogen buses and hydrogen heavy trucks, etc.
Ltd. ("Beijing Yihuatong") was officially established. The new company will integrate its resources and diversify its business into the upstream hydrogen production field.
Beijing Yihuatong focuses on the efficient coupling of renewable energy and electrolytic water hydrogen production as well as the comprehensive utilization of green hydrogen technology, with the Proton Exchange Membrane (PEM) electrolytic water hydrogen production system and fuel cell cogeneration system as the core products, combined with China's rich renewable energy, and deeply involved in the renewable energy hydrogen production, storage, transportation, hydrogen refueling, hydrogen use and other industrial chain links.
It is reported that Beijing Yihuatong and Yining City, Yili Prefecture, Xinjiang have started project cooperation. The two sides will carry out the construction of photovoltaic power station, electrolytic water hydrogen production, hydrogen refueling station, hydrogen storage, hydrogen fuel cell vehicle application and other projects.
Ltd. ("Shanghai Heavy Energy") to cooperate in hydrogen resources acquisition, hydrogen energy industry development, new energy development and supporting equipment manufacturing, and the first phase of the company's construction The first phase of "Green Power Hydrogen Production and Hydrogen Energy Integration Demonstration Project" will be incorporated into the joint venture.
It is reported that Shanghai Heavy Energy is a hydrogen energy technology enterprise with fuel cell technology as its core, focusing on the R&D and application of fuel cell technology, and its business includes the R&D, production, sales and engineering application development services of fuel cell system, electric reactor, power electronics and other products. The company has developed a number of fuel cell vehicle models in conjunction with the actual application scenarios of its products, and the fuel cell technology has been applied to commercial vehicles in many domestic provinces and cities. It can provide technical support for hydrogen fuel cell systems in line with transportation scenarios for the joint venture.
Broad development prospect
As an important path to promote energy saving and emission reduction and realize energy transformation, vigorously developing hydrogen energy industry has become the consensus of all circles. The hydrogen fuel cell has received a lot of attention from the industry by virtue of its clean and environmental protection, high efficiency of power generation, small volume, light weight, high energy density, long range and short hydrogen refueling time.
In recent years, the rapid development of hydrogen fuel cells cannot be separated from the escort and support of policies. The country has been actively promoting the construction of charging and hydrogen refueling facilities to promote the rapid development of hydrogen fuel cells. Various regions have also actively introduced policies to follow up and fully support the development of related industries.
The Medium and Long-Term Plan for Hydrogen Energy Industry Development (2021-2035) jointly issued by the National Development and Reform Commission and the National Energy Administration clearly proposes to promote the demonstration application of hydrogen energy in the transportation field in an orderly manner. By 2025, the number of fuel cell vehicles will reach about 50,000, and a number of hydrogen refueling stations will be deployed and built.
Previously, Liaoning, Shaanxi, Guizhou, Shanghai, Shanxi and other places have issued development plans related to hydrogen energy industry, formulated a roadmap for the development of hydrogen energy industry, strengthened top-level design, and actively promoted the development of hydrogen energy industry in the region. Among them, the Liaoning Hydrogen Energy Industry Development Plan (2021-2025) proposes that by 2025, the number of fuel cell vehicles (including buses, passenger cars, heavy trucks, tractors, sanitation vehicles, etc.) in the province will reach more than 2,000, and there will be more than 30 hydrogen refueling stations.
Many prefecture-level cities have also issued programs to vigorously develop the hydrogen fuel vehicle industry, and the "Pingdingshan City Work Program to Promote High Quality Development of Multimodal Transport and Optimize the Adjustment of Transport Structure (2023-2025)" released on June 1 proposes to improve the green level of equipment. Promote green, professional intermodal transport equipment, the development of the promotion of the use of pure electric, hydrogen fuel cells and other new energy freight distribution vehicles implementation measures, moderate measures to limit the passage of fuel vehicles; promote the use of new energy and clean energy for railroads, ports, logistics parks freight transport equipment, transfer machinery.
In recent years, the policy has paid rapid attention to hydrogen fuel cell vehicles, giving the hydrogen energy and fuel cell industry a higher strategic status. The relevant ministries and commissions pointed out that fuel cell is one of the important technical routes that will co-exist and complement pure electric vehicles in the long term, and that further efforts should be made to crack the problems of fuel cell industrialization and vigorously promote the development of hydrogen energy and fuel cell industry in China.
Great Wall Guorui Securities believes that the current market situation of hydrogen fuel cells is comparable to the early stage of power cell development and will usher in huge development space in the future. When the technology and cost breakthrough, the hydrogen fuel cell industry is expected to usher in rapid development.
Intensify the layout
With the implementation of hydrogen energy industry planning on the ground and the continuous iteration of fuel cell technology, listed companies are seizing the policy and market opportunities to continuously strengthen their layout in the field of hydrogen fuel cells. Recently, another group of companies have made important progress in this field.
Baotailong announced on the evening of June 7 that the hydrogen produced by its wholly-owned subsidiary Qitaihe Baotailong New Energy Co., Ltd. has met the quality index requirements of GB/T 37244-2018 "Fuel for Proton Exchange Membrane Fuel Cell Vehicle - Hydrogen" after inspection and testing by a third party institution. The company has also become the first company in Heilongjiang province that can produce hydrogen for fuel cell vehicles.
It is reported that the samples sent for inspection came from the hydrogen purification project of Baotailong. The project takes the tail gas of methanol plant as raw material and prepares fuel cell hydrogen by PSA hydrogen extraction, with the design capacity of 8000Nm3/h. It has the remarkable features of advanced and reliable technology, high degree of self-control of the plant, simple maintenance, high utilization rate of resources and energy, strong adaptability of the process under different working conditions and relatively low production cost, which can provide clean and green energy for hydrogen buses and hydrogen heavy trucks, etc.
Ltd. ("Beijing Yihuatong") was officially established. The new company will integrate its resources and diversify its business into the upstream hydrogen production field.
Beijing Yihuatong focuses on the efficient coupling of renewable energy and electrolytic water hydrogen production as well as the comprehensive utilization of green hydrogen technology, with the Proton Exchange Membrane (PEM) electrolytic water hydrogen production system and fuel cell cogeneration system as the core products, combined with China's rich renewable energy, and deeply involved in the renewable energy hydrogen production, storage, transportation, hydrogen refueling, hydrogen use and other industrial chain links.
It is reported that Beijing Yihuatong and Yining City, Yili Prefecture, Xinjiang have started project cooperation. The two sides will carry out the construction of photovoltaic power station, electrolytic water hydrogen production, hydrogen refueling station, hydrogen storage, hydrogen fuel cell vehicle application and other projects.
Ltd. ("Shanghai Heavy Energy") to cooperate in hydrogen resources acquisition, hydrogen energy industry development, new energy development and supporting equipment manufacturing, and the first phase of the company's construction The first phase of "Green Power Hydrogen Production and Hydrogen Energy Integration Demonstration Project" will be incorporated into the joint venture.
It is reported that Shanghai Heavy Energy is a hydrogen energy technology enterprise with fuel cell technology as its core, focusing on the R&D and application of fuel cell technology, and its business includes the R&D, production, sales and engineering application development services of fuel cell system, electric reactor, power electronics and other products. The company has developed a number of fuel cell vehicle models in conjunction with the actual application scenarios of its products, and the fuel cell technology has been applied to commercial vehicles in many domestic provinces and cities. It can provide technical support for hydrogen fuel cell systems in line with transportation scenarios for the joint venture.
Guanghui Energy said that this cooperation is an important step for the company to further accelerate the implementation of hydrogen energy demonstration projects to scale development. The partners will give full play to their advantages from application scenario resources to technical support of hydrogen fuel cell system to industry chain resources to accelerate the development process of the company's green energy strategic transformation.
JIN DUN CHEMICAL has built a special (meth) acrylic monomer manufacturing base in ZHEJIANG province. This makes sure the stable supply of HEMA, HPMA, HEA, HPA, GMA with high level quality. Our special acrylate monomers are widely used for thermosetting acrylic resins, crosslinkable emulsion polymers, acrylate anaerobic adhesive, two-component acrylate adhesive, solvent acrylate adhesive, emulsion acrylate adhesive, paper finishing agent and painting acrylic resins in adhesive.We have also developed the new and special (meth) acrylic monomers and derivatives. Such as the fluorinated acrylate monomers, It can be widely used in coating leveling agent, paints, inks, photosensitive resins, optical materials, fiber treatment, modifier for plastic or rubber field. We are aiming to be the top supplier in the field of special acrylate monomers, to share our rich experience with better quality products and professional service.
