Is the development of the hydrogen energy industry about to usher in a big explosion?

Mondo Finance Updated on 2024-03-04

From March 1, 2024, the Shandong Provincial Department of Transportation and the ** Department of Science and Technology will jointly implement a new policy: hydrogen vehicles equipped with ETC kit equipment will pass through the highway for free for a trial period of two years. This is not only a policy adjustment, but also a major leap forward for the hydrogen energy industry, indicating a broad future for hydrogen energy vehicles.

Encouraged by policies, the hydrogen energy sector market, such as Chunjiang Plumbing, continued to lead the rise. Sealing Technology, Heshun Electric and other first-class daily limits, Meijin Energy, Compton, Kangsheng shares and other shares followed, the market enthusiasm is like spring sunshine, full of vitality.

The primary market of the hydrogen energy industry is also moving frequently. Beijing Mingyang Hydrogen Energy Technology Co., Ltd. successfully obtained a round of financing of over 100 million yuan, led by Hillhouse Venture Capital, injecting new vitality into the hydrogen energy industry.

However, what is the current state of the hydrogen industry? How is the business model optimal? How can the future be better? These issues have become the focus of attention of the industry and investors.

For the toll-free policy for hydrogen vehicles, industry insiders generally believe that this will reduce operating costs and improve market competitiveness. Mao Bin, an assistant researcher at the Academician Li Jun Workstation of Tsinghua University, said that although tolls are not a core factor, reducing tolls is currently the most direct way to subsidize hydrogen energy. Yuan Shuai, deputy secretary-general of the Zhongguancun Internet of Things Industry Alliance, also believes that this policy is expected to promote the popularization and application of hydrogen energy vehicles and promote the coordinated development of the hydrogen energy industry chain.

In addition, the Inner Mongolia Autonomous Region Energy Bureau, the Department of Emergency Management, and the Department of Industry and Information Technology jointly issued the "Notice on Accelerating the Development of the Hydrogen Energy Industry", which also brings new opportunities to the hydrogen energy industry. The policy allows the construction of renewable energy water electrolysis hydrogen production projects and hydrogen production and refueling stations outside chemical parks, without the need to obtain a safety production permit for hazardous chemicals. This policy opens new doors for hydrogen production and application.

Bai Wenxi, vice chairman of the China Enterprise Capital Alliance, said that the policy promotes the production and application of hydrogen energy, reduces carbon emissions, simplifies the approval process for hydrogen production projects, and lowers the entry barrier. Li Guangfu, director of the Fuel Cell Structural Components Research Office of the Xianhu Laboratory in Foshan, Guangdong, also said that local hydrogen production reduces storage and transportation, improves safety and reduces transportation costs.

Driven by policies, the hydrogen energy industry has ushered in unprecedented development opportunities. From hydrogen production to hydrogen storage, hydrogen transportation, and hydrogen use, the construction of the whole industry chain technology and equipment system has been accelerated. As a clean and efficient energy source, hydrogen energy will occupy an important position in the future energy structure.

With the continuous development of the hydrogen energy industry, we have reason to believe that hydrogen energy will become an important force to promote the progress of society in the future. Let's look forward to this bright future together!

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