Hydrogen energy boom: local policies boost and electrolyzer market take-off
Hydrogen energy is becoming the new favorite of local **. In 2024, hydrogen energy will be written into Hainan's first work report for the first time, and Inner Mongolia and Jilin have mentioned hydrogen energy for four consecutive years, of which Inner Mongolia's hydrogen energy frequency is as high as 7 times, the highest in the country. This trend indicates that hydrogen will play an important role in the energy sector of the future.
As hydrogen energy is written into the best work reports in more places, relevant policies and recommendations have been introduced. In terms of top-level design, it is recommended to clarify the energy attributes of hydrogen energy and encourage non-chemical parks to carry out production, storage and utilization projects. At the same time, local governments are also encouraged to introduce policy subsidies to expand the number of fuel cell demonstration city clusters and support industrial chain-related enterprises to participate in carbon trading.
In different links of the hydrogen energy industry chain, policies also have their own emphasis. Hydrogen production encourages the use of renewable energy and low-cost industrial by-product hydrogen; the storage and transportation link will promote the construction of regional hydrogen pipeline networks; In the hydrogen refueling link, the construction of a hydrogen refueling station network system is emphasized; In the hydrogen sector, it is recommended that hydrogen energy be developed in conjunction with other industries, especially in the fields of transportation and combined heat and power.
Recently, the hydrogen energy field has also ushered in a series of benefits. Inner Mongolia has lifted the restriction on hydrogen production sites outside chemical parks, which is expected to effectively promote the development of electrolyzers, and the electrolyzer market is expected to usher in a new bidding peak in 2024. At the same time, the two major hydrogen pipeline projects in China have also been approved, with a total investment of more than 30 billion yuan, showing the rapid progress of storage and transportation. In the downstream sector, the demand for fuel cell vehicles is also growing rapidly, and the sales volume of licensed vehicles in 2023 will increase by more than 50% year-on-year.
As a province with a large demand for hydrogen energy, Inner Mongolia has an annual hydrogen demand of more than a quarter of the country. At the same time, Inner Mongolia's wind and solar energy resources are also among the highest in the country, providing strong support for large-scale hydrogen production. With the advancement of technology and the refinement of policies, the policies on the preparation and consumption of green hydrogen have become clearer, such as the strategy of "green electricity + green hydrogen + green ammonia + green alcohol + green aviation coal" proposed by Jilin.
As a key equipment in the hydrogen energy industry chain, the production capacity of electrolyzers is also growing worldwide. According to statistics, China's electrolyzer production capacity will account for 55% of the world's total in 2023, showing China's leading position in this field. By 2030, the market space of China's electrolyzer will exceed 300 billion yuan, showing huge market potential.
The reason why there are traces of the outbreak of this plate is that at the beginning of this year, hydrogen energy had a certain performance, but then it quickly declined, and at that time it was mainly because of the volume of electrolyzers.
The author also selected some relevant potential companies through a detailed review:
The following is a company that the author is more optimistic about in the medium term, and it also gives you a new opportunity for the following reasons:
1. The company's hydrogen energy product chain can be divided into four major business segments, namely liquid hydrogen equipment, fuel cell integrated system, fuel cell core components (air system and hydrogen circulation system), hydrogen refueling station equipment, etc.
The company's annual report performance is expected to increase in profit and profit, profitability has been strengthened, the profitability of the main business has been greatly enhanced, the growth capacity has remained stable, the profit growth rate has accelerated, and the profitability has been enhanced.
3. In terms of technical form, the short-term has broken through to the upside, the main funds are highly controlled, the amount can be gradually amplified, and the weekly MACD indicator is about to appear a golden cross signal, and it is a potential company with penny stocks + low (super falling**).
In order not to disturb the main layout, I will not talk about it here.
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Baofeng Energy
The integrated solar water electrolysis hydrogen production project started by the company is currently the largest integrated renewable energy hydrogen production and energy storage project in China.
Huadian Heavy Industries.
The company has established a hydrogen energy division, which is committed to providing customers with integrated services such as hydrogen production and sales, equipment manufacturing, and general contracting in the direction of efficient utilization of renewable energy, carbon dioxide emission reduction and utilization, and comprehensive utilization of industrial exhaust gas.
Haohua Technology.
The company's Southwest Institute is a professional and technical unit that applies pressure swing adsorption (PSA) technology to produce fuel cell grade hydrogen, and has technical accumulation and engineering performance in the "hydrogen production" link of the entire hydrogen energy industry chain of "hydrogen production, storage and transportation, hydrogen use", and has the largest domestic market share in the production of fuel cell grade hydrogen using PSA technology.
Jiahua Energy.
The company's existing chlor-alkali plant is partially surplus with hydrogen resources, and has been in external sales business. At present, the company's profit from external sales of hydrogen in 2018 is 194%。
Meijin Energy.
Beijing Huanyu Jinghui Jingcheng Gas, in which the company is a shareholder, is one of the largest hydrogen manufacturers in North China, the only qualified hydrogen energy manufacturer in Beijing, and the only one that integrates hydrogen production, hydrogen storage, hydrogen transportation, hydrogen refueling and has a complete safety management system.
Xiongtao shares
In the hydrogen energy industry chain, the company has completed the layout of key links such as hydrogen production, membrane electrodes, fuel cell stacks, fuel cell engine systems, and vehicle operations.