Hydrogen energy ushered in the "first growth period", and these five "hydrogen energy" companies are expected to make great progress
What are the new opportunities in the hydrogen sector?
First of all, in the hydrogen production link, with the emphasis and vigorous promotion of renewable energy at home and abroad, more and more enterprises have begun to get involved in this field.
According to statistics, the number of bidding projects in the industry in 2023 will reach nearly 2GW, a year-on-year increase of more than 100%. It is expected that by 2024, with the successive bidding of large-scale projects such as Sinopec Ordos and Ulanqab, as well as the active promotion of other central state-owned enterprises such as China Coal Energy and Sinopec in wind-solar hydrogen production projects, the scale of industry bidding will continue to expand and is expected to reach 3GW.
Secondly, hydrogen pipelines are an important part of the hydrogen energy industry chain, and there are many projects to be built in the near future.
According to incomplete statistics, more than 1,800 kilometers of hydrogen pipeline projects such as Zhangjiakou Kangbao-Caofeidian hydrogen long-distance pipeline project and Sinopec Ulanqab-Shijiazhuang Refining and Chemical are under planning and construction. The construction of these projects will bring revenue growth related to pipeline steel and compressors, and provide development opportunities for related enterprises.
Of course, in addition to the opportunities for development, there is also the logic of optimism about hydrogen energy
From the perspective of news + policy, in the A** field, the impact of these two aspects on the market is still obvious.
Message Surface:Shanxi Province issued the "Shanxi Hydrogen Energy Industry Chain 2024 Action Plan", which puts forward 11 key tasks to promote the development of the whole industrial chain of hydrogen energy production, storage, transportation and use.
Policy Aspects:Recently, the Ministry of Transport issued opinions on the State Power Investment Group to carry out the pilot work of the construction of a transportation power, such as the construction of heavy truck battery swap stations, networking and operation demonstration.
In addition, by 2050, the demand for hydrogen will be close to 60 million tons, carbon dioxide emissions will be reduced by about 700 million tons, hydrogen energy will account for more than 10% of China's terminal energy system, and the annual output value of the industrial chain will reach 12 trillion yuan, becoming a new growth pole leading economic development.
Therefore, after review and screening, Brother Qian also selected 5 dark horse companies of "hydrogen energy" for everyone, especially the last one, which is the most optimistic.
The first, Haozhi Electromechanical
It is a national high-tech enterprise in the field of high-speed precision motor spindle and its spare parts, and the company's reserve products in hydrogen energy include hydrogen fuel cell air compressors.
The second, Changan Automobile
The cruising range of the Deep Blue 03 hydrogen-electric version can reach more than 700 kilometers, and it can achieve ultra-fast energy replenishment in 3 minutes, and the current order is in line with expectations.
The third, Yinlun shares
The company has deep accumulation in the field of hydrogen fuel cells, some customers are in the synchronous development stage, and some customers have supporting orders, such as Sinohytec.
The fourth, China National Heavy Duty Truck
With the help of Shandong Heavy Industry Group's technical and resource advantages in the hydrogen energy industry, the company has sufficient technical reserves in hydrogen energy heavy trucks, and the core layout and integrated development of hydrogen energy products have been fully completed.
Fifth, Dongfeng Motor
The company has developed three hydrogen fuel cell vehicles of 8T, 12T and 18T, and is currently planning 45t hydrogen fuel city logistics vehicle and cold chain vehicle.
Hydrogen energy potential dark horse
Clause. 1. The company is a large-scale road transport enterprise in the province, and at the same time produces hydrogen energy buses;
Clause. Second, the company's market value is less than 3 billion, currently only about 4 yuan, at the bottom of the "** pit", the chips are highly concentrated, the main force is high-control, and the number of shareholders is less than 40,000.
Clause. Third, from a technical point of view, the bottom of the price limit starts, the volume and price rise, MACD daily weekly month three-line golden cross, is expected from 4 yuan to 20 yuan.
This content represents personal views only, is for informational purposes only, and is not a recommendation. The market is risky, and investment needs to be cautious!