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, the medium and long-term plan for the development of hydrogen energy industry was released, and the hydrogen energy sector set off a rising tide of limit., On March 23, the national development and Reform Commission printed and distributed the. The plan proposes that by 2025, the number of fuel vehicles will be about 50000, and the hydrogen production capacity of renewable energy will reach 100000-200000 tons / year; By 2035, a hydrogen energy industry system will be formed to build a diversified hydrogen energy application ecology covering transportation, energy storage, industry and other fields. The proportion of hydrogen production from renewable energy in terminal energy consumption has increased significantly, which plays an important supporting role in the green transformation and development of energy., The plan has been deployed from all aspects of the development of hydrogen energy industry. In terms of infrastructure construction, the plan requires rational layout of hydrogen production facilities, selection of hydrogen production technology routes according to local conditions, and exploration of establishing hydrogen production bases in areas with large application scale; Steadily build the storage and transportation system, plan the hydrogenation network as a whole, and explore new models such as hydrogen stations integrating hydrogen production, storage and hydrogenation in the station.,
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medium and long-term plans for the development of hydrogen energy industry have been released, and the hydrogen energy sector has set off a rising tide.
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on March 23, the national development and Reform Commission issued the. The plan proposes that by 2025, the number of fuel vehicles will be about 50000, and the hydrogen production capacity of renewable energy will reach 100000-200000 tons / year; By 2035, a hydrogen energy industry system will be formed to build a diversified hydrogen energy application ecology covering transportation, energy storage, industry and other fields. The proportion of hydrogen production from renewable energy in terminal energy consumption has increased significantly, which plays an important supporting role in the green transformation and development of energy.
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are deployed from all aspects of the development of hydrogen energy industry. In terms of infrastructure construction, the plan requires rational layout of hydrogen production facilities, selection of hydrogen production technology routes according to local conditions, and exploration of establishing hydrogen production bases in areas with large application scale; Steadily build the storage and transportation system, plan the hydrogenation network as a whole, and explore new models such as hydrogen stations integrating hydrogen production, storage and hydrogenation in the station. In terms of demonstration applications of
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, the plan requires to focus on promoting the application of heavy vehicles in hydrogen fuel cells and actively explore the application of fuel cells in ships, aircraft and other fields; Explore and cultivate a new integrated application mode of “wind power generation + hydrogen energy storage”; We will expand the application of hydrogen energy as an alternative to fossil energy in industrial fields and promote the green and low-carbon development of high energy consuming industries. In addition, the plan also proposes to strengthen financial support and support qualified hydrogen energy enterprises to register and list on the science and innovation board and gem.
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said that as the top-level design for the development of the hydrogen energy industry, the plan, combined with the fuel cell demonstration application policy launched at the end of August last year and the hydrogen energy industry planning of local governments, has gradually improved the industry policy system, which will help to encourage large-scale and technologically leading leading enterprises to stand out and boost the long-term expectation of the industry. In 2022, the industry development is expected to press the fast forward key. The
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hydrogen energy sectors set off a tide of price limit. Affected by the favorable policies, the hydrogen energy index soared today, closing up 3.1%, ranking at the top of the A-share concept increase list. More than ten stocks in the sector, such as, and, rose by the daily limit. Lengthen the time. Since the special meeting of the financial committee of the State Council on March 16, the hydrogen energy index has risen for 6 consecutive days, with a cumulative increase of 12.52%. Since
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entered 2022, the hydrogen energy index has experienced a shock correction, with a cumulative decline of 12.36%. Sector valuations are also adjusted with the index. On March 23, the market value of hydrogen energy sector was nearly 3.3 trillion, and the latest valuation was 15.69 times, which was a recent low. Among the concept stocks, the valuation level of 31 stocks is lower than this value, among which, and are relatively low, and the latest rolling P / E ratio is less than 7 times.
hydrogen energy index valuation trend
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at present, China is the largest hydrogen producing country in the world, with an annual hydrogen production of about 33 million tons, of which about 12 million tons meet the industrial hydrogen quality standard. According to the prediction of China hydrogen energy alliance, by 2025, the output value of China’s hydrogen energy industry will reach 1 trillion yuan; By 2050, the demand for hydrogen will be close to 60 million tons, hydrogen energy accounts 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.
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according to the blue book on infrastructure development of China’s hydrogen energy industry (2016), by 2030, the number of hydrogen fuel cell vehicles will reach 2 million, accounting for about 5% of China’s total automobile output, and the output value of hydrogen fuel cell vehicle industry is expected to exceed trillion yuan. Since March, the hydrogen energy index has fallen by 2.82% and concept stocks have generally fallen. Times · databao counted the list of individual stocks with a withdrawal rate of more than 10% in the month but increased positions by financing customers, with a total of 10 shares on the list. The financing balance of
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increased the most, 69.28%. In 2017, the company launched the R & D layout in the field of hydrogen energy. In recent years, the company has continued to carry out extensive cooperation with well-known universities and research institutions at home and abroad to maintain the leading R & D level in the field of hydrogen energy. In 2021, the company realized the return of 1.876 billion yuan to its parent, with a year-on-year increase of 52.64%. After that, the increase of financing balance was the highest.
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Lianmei holdings invested 100 million yuan to acquire 3.3965% equity of Edelman hydrogen energy last December. Wu Haibin, President of Lianmei Institute of environmental science and technology, predicts that the hydrogen energy industry will begin to take shape in the next 3-5 years, and the industrial development will enter the fast lane in 5-7 years. Around 2030, hydrogen energy will become another explosive new energy industry after electric vehicles.
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elion clean energy previously disclosed that the company plans to sign the sponsor agreement of Ningbo Hydrogen Energy Innovation Center Co., Ltd. with Heyang new energy and China Wuhuan engineering. After friendly negotiation, the sponsors unanimously agree to initiate the establishment of Ningbo Hydrogen Energy Innovation Center Co., Ltd. to jointly carry out hydrogen energy preparation, storage and transportation technology, hydrogen fuel cell and application technology. The company plans to invest 5 million yuan and hold 10% equity.
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(source: Securities Times)