Author Baked buns under the stars.
Edit Spinach's Starry Sky.
Typography Okra under the stars.
In recent years, the most high-level requirements for the manufacturing industry are to develop to high-end, intelligent and greenHydrogen energyAs an important means of green development, the past two years have also been running forward.
According to the author's rough statistics, there were nearly 20 green hydrogen projects in China's public bidding for electrolyzers last year, and the number of electrolyzer tenders exceeded that1800 MW, which has doubled year-on-year, which also means that green hydrogen projects may usher in a wave this yearBoom in constructionThe hydrogen energy industry has reached a new starting point.
However, in great contrast to the bidding, hydrogen energy is in the capital market, which is also directly related to the three mountains of the hydrogen energy industry, that is, the high cost of hydrogen, the core technology is facing the problem of "stuck neck", and the infrastructure construction is lagging behind.
Hydrogen energy sector.
So this year, can hydrogen energy support it? Hydrogen storage is one of the links, can it help? The author will take you to a ** today.
First, a new breakthrough in the new year
Friends who are familiar with hydrogen energy know that its industrial chain mainly includes hydrogen production, hydrogen storage and transportation, and downstream applicationsThree major linksThe storage operation is the "bridge" from the production to the application of hydrogen energy, which can be a very critical link in the hydrogen energy industry chain.
Hydrogen energy industry chain.
From the perspective of China's resource endowment, the supply is rich in the west, and the demand is strong in the east, so the importance of hydrogen storage and transportation is highlighted. According to the analysis of professional institutions, the proportion of hydrogen energy transportation costs in the terminal price of hydrogen energy is as high, so it is particularly important to reduce the cost of hydrogen storage and transportation.
Players are also working hard in this direction, and many major events that have happened recently have also caused many players' stock prices to rise sharply.
One is the domestic one developed by CIMC (000039).The first commercial unitThe liquid hydrogen tanker has recently rolled off the assembly line, filling the gap in this field for domestic players, and it is said that the liquid hydrogen tanker can be transported in 100% damage-free conditions2000 kmAbove. It should be noted here that liquid hydrogen storage and transportation is more suitable for long-distance and large-scale storage and transportation, and it is still in demandAutonomous substitutionof the stage. Benefiting from this, the share price of Neway (603699), which has been deeply involved in liquid hydrogen valves for many years, has finally climbed out of the trough.
Changes in the share price of Neway shares.
The other is the self-developed domestic production of the Aerospace Science and Technology Group."5 tons per dayAs the core equipment of the hydrogen liquefaction system, it is expected to be put into operation this year, which can also significantly reduce the hydrogen storage and transportationCost
Breakthroughs are breakthroughs, but the reality is that the current global hydrogen liquefaction units are basically monopolized by three companies: Linde, Air Liquide and Air Chemicals, and domestic players still have a lot to go.
In order to solve the problem of hydrogen energy transportation and storage, Guangxi has recently built and put into operation the first commercial distributed ammonia hydrogen production and hydrogen refueling integrated station in China, preparing to overtake in corners. Essentially, hydrogen and nitrogen are decomposed after the liquid ammonia from the ammonia storage tank is transported to the hydrogen production tank, which means that hydrogen production and refueling are completed directly in the station, compared to long-distance transportation that can only be purchased from other provinces.
According to the author's understanding, this method of ammonia hydrogen production can ideally reduce the cost of hydrogen production, storage and transportation in GuangxiBut after all, this is the beginning of the Long March, and everything still needs to be tested by practice.
Second, gaseous storage and transportation is still the hegemon
Although I just said that a lot of progress has been made in the subdivision of liquid hydrogen storage and transportation recently, and it is also the future development trend, objectively speaking, gas hydrogen is still a well-deserved hegemon, the so-calledEmaciated camels are bigger than horsesThat's the truth.
If you compare the cost of each storage and transportation method, you will find that the long-tube trailer (a type of gaseous storage and transportation) is suitable for use300kmAt this stage, China's hydrogen energy storage and transportation is mainly in high-pressure gaseous state, such as liquid and pipeline storage and transportation is still in its infancy.
Comparison of different storage and transportation methods.
In the track of gaseous hydrogen storage, high-pressure gas cylinders are undoubtedly for hydrogen storage and transportationCore equipmentAccording to the analysis of professional institutions, the global hydrogen pressure vessel market will reach in seven years$20 billion, the compound growth rate of this market in the next seven years is high
In the future, under the demand for gaseous hydrogen storage high pressure and lightweight, type and type bottles will become the mainstream hydrogen storage bottle route, especially for the vehicle market, the advantages of greater pressure and lighter weight can be more reflected, but at present, road hydrogen transportation is the mainstream of type I bottles, after all, the technology has been relatively mature, and the cost is low, and the players in the industrial chain still vote with their feet.
Differences between different hydrogen storage cylinders.
Further, although there is still a certain gap in the field of type and type bottle in China, the core problem that needs to be solved is still in the upstream raw materials, namelyCarbon fiber, it occupies the cost of the entire bottle exceededAlthough domestic players continue to increase investment in this field, there are very few domestic players who can achieve production.
Third, the future looks downstream
For the link of hydrogen storage and transportation, the author thinks that the short-term investment logic is to make independent breakthroughs, so as to achieve cost reduction and efficiency increase in this link, and the long-term still depends on the downstream fuel cellInfiltrationCircumstance.
The author found a set of measured data when the sales of fuel cell vehicles increased from 6,000 units3.50,000 units, the market space for hydrogen storage bottles will increase from 500 million yuan to3 billion yuan
In recent years, the progress of hydrogen fuel cell vehicles is also visible to the naked eye, such as the hydrogen consumption per 100 kilometers has dropped from 26 kg to 71 kg, the cruising range has been increased from 100 km500 kmIn the future, we will need to continue to improve efficiency and extend the life of fuel cells.
When hydrogen fuel cells can be on an equal footing with lithium-ion batteries one day in the future, the spring of hydrogen storage and transportation will really come.
Note: This article does not constitute any investment advice. **There are risks, and you need to be cautious when entering the market. There is no harm in buying and selling.