Green hydrogen industry welcomes new investment opportunities

Application scenarios are expected to be well-supported policies introduced intensively

The hydrogen energy sector, which has risen several times recently, has once again become the focus of A-shares

Many brokerages believe that the recent 2022 National Energy Work Conference has released a positive signal for the development of hydrogen energy, which is a positive stimulus to the strengthening of the sector

Support policies are intensively introduced

"Hydrogen energy policies have entered a period of intensive introduction, and the policies have catalyzed capital investment and boosted the industry into the fast lane

CITIC Securities also believes that, driven by the goal of carbon peaking and carbon neutrality, the status of hydrogen energy is gradually improving

In fact, although hydrogen energy is a relatively late link in new energy, it has attracted attention from the top.

On December 17, the "Hydrogen Energy Industry Development Plan (2021-2025)" released by Shenzhen proposed that the scale of Shenzhen's hydrogen energy industry will reach 50 billion yuan by 2025 and 200 billion yuan by 2035

Among them, Beijing proposed to cultivate 5 to 8 leading enterprises in the hydrogen energy industry chain with international influence by 2023.

Enterprises accelerate industrial layout

　　With the favorable support of the intensive policy release, the hydrogen energy development space is eye-catching, and many companies are accelerating the development of the hydrogen energy industry to strive for an early share of the pie

　　There are three main ways for hydrogen production: one is the cracking and reforming of fossil fuels such as coal, petroleum, and natural gas to produce hydrogen; the other is the recovery of hydrogen-containing tail gas from industrial by-products such as chlor-alkali tail gas, coke oven gas, and refinery dry gas; Hydrogen is produced by electrolyzing water from renewable energy sources such as wind and solar energy

　　As a leading enterprise in domestic chlor-alkali hydrogen production, Hongda Xingye leveraged its resource advantages to deploy hydrogen energy and hydrogen storage industries as early as possible.

　　"As one of the major independent coke producers in China, Meijin Energy is transforming and upgrading from traditional energy to hydrogen energy, forming a two-wheel drive development strategy

　　Green Hydrogen Project is favored

　　Hydrogen is divided into green hydrogen, blue hydrogen and gray hydrogen according to the production method

　　It is understood that at present, large domestic energy companies and photovoltaic giants are all deploying the green hydrogen industry, and they have become the "first movers" in the field of green hydrogen manufacturing through contractual cooperation and other models

　　Baofeng Energy started the construction of the solar electrolyzed water hydrogen production project in 2019, which is the largest known single plant in the world and the largest single-unit hydrogen production project

　　"In the long run, low cost and low carbon emissions are the basic hydrogen production requirements, and renewable energy electrolysis of water is the ultimate route for hydrogen production