At the 2023 World New Energy Vehicle Conference in Hainan, the topic of hydrogen energy has attracted widespread attention. Participants mentioned the current progress of the fuel cell urban agglomeration demonstration project, and said that this is very similar to the stage of pure electric vehicles from "10 cities and 1,000 vehicles" to "global promotion". The following aspects were discussed internally:
a) The combination of hybrid technology with fuel cells or hydrogen-based fuels in passenger cars can replace scenarios that cannot be solved by pure electric vehicles, such as alpine and long range. This combination of technical routes can meet the travel needs of different scenarios and has great market potential in the future.
b) The results of the fuel cell city demonstration cluster project show that the cost of fuel cells has been reduced by 80%, and the industrial chain has been gradually improved. This will lay the foundation for the subsequent promotion of long-distance hydrogen transportation and the construction of hydrogen energy highway. With the improvement of the industrial chain and the reduction of costs, the application scenarios of hydrogen energy will also be more extensive.
c) By building a "hydrogen energy highway" that connects two verticals and four horizontals, a comprehensive and large-scale hydrogen transportation demonstration project can be formed. This will contribute to the full development of hydrogen mobility and lay a solid foundation for the hydrogen industry in the future.
We believe that the continuous official support for the development of the hydrogen energy industry, coupled with the release of the "Initiative to Build China's Hydrogen Energy Expressway", are guiding the industry to form a consensus and accelerate the development of hydrogen transportation. The release of the 70MPa hydrogen storage bottle standard in the early stage, the liberalization of the management of hydrogen hazardous chemicals in various places, and the use of low-cost green hydrogen and industrial by-product hydrogen according to local conditions will prepare for the accelerated development of fuel cell vehicles in the future.
In terms of investment, we can pay attention to the following areas: Huaguang Huaneng, Yong'an Xing, Huadian Heavy Industry, Sunfly and so on in hydrogen productionIn terms of fuel cells, Synergy Hydrogen Energy, Sinohytec, Jingcheng Co., Ltd., Cowell, etc.;In terms of storage and transportation, Furui Special Equipment, Houpu Co., Ltd., Shudao Equipment, Ice Wheel Environment, etc. These companies play an important role in the hydrogen energy industry chain and are expected to benefit from the development of the hydrogen energy industry in the future.
Note: The data and views in this article are provided by the new team of China Merchants Electric and are for reference only.
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