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A few days ago, the Ministry of Industry and Information Technology, the National Development and Reform Commission, and the Ministry of Ecology and Environment issued the "Implementation Plan for Carbon Peaking in the Industrial Sector" (hereinafter referred to as the "Plan"), proposing to encourage qualified regions to use renewable energy to produce hydrogen and continuously optimize raw materials structure, the development of the hydrogen energy industry has welcomed heavy benefits
Previously, the National Development and Reform Commission and the National Energy Administration jointly issued the "Medium and Long-Term Plan for the Development of Hydrogen Energy Industry (2021-2035)" (hereinafter referred to as the "Plan"), marking the introduction of China's first medium- and long-term plan for the hydrogen energy industry, and China Green Energy.
Promote the development of the whole chain of hydrogen energy production, storage, transportation and sales
The "Plan" proposes to adjust and optimize the energy consumption structure
CITIC Securities believes that the policy system of the hydrogen energy industry has been gradually improved, and the establishment of the industry's "rules of the game" and policy system will help encourage large-scale and technologically advanced leading enterprises to stand out, and will also help strengthen investors' interest in the hydrogen energy industry.
Intensive introduction of local hydrogen energy industry policies
Recently, Shandong, Beijing, Guangdong and other places have successively released hydrogen energy industry support policies, involving the promotion of fuel cell vehicles, the construction of hydrogen refueling stations, and the building of industrial chains
According to incomplete statistics, as of now, 29 provinces across the country have announced hydrogen-related policies
A team of authoritative experts believes that in the local planning that has been released, it is expected that by 2025, the cumulative promotion of fuel cell vehicles will exceed 150,000, and the number of hydrogen refueling stations will exceed 1,000.
According to the company's data, there are 2,675 hydrogen-related enterprises in China
The output value of the hydrogen energy industry chain is expected to continue to grow
From the perspective of the global pattern, all countries are currently stepping up the research and development and investment of hydrogen energy
For a long time, China has had a large-scale and well-founded "hydrogen industry" and is now the world's largest hydrogen producer
"Hydrogen production from renewable energy is the main development direction.
In addition, Lv Jianzhong proposed that we should adhere to innovation leadership, self-reliance and self-improvement, take key core technologies and equipment research as the starting point, combine point-to-point and point-to-point to build a high-quality development pattern of the hydrogen energy industry; accelerate the establishment and improvement of more collaborative and efficient hydrogen energy innovation System, demand-oriented, drive product innovation, application innovation and business model innovation; deepen the integration and innovation of government, industry, academia, research and application, build an innovation support platform for the hydrogen energy industry, and create a good innovation ecological environment; make full use of global innovation resources and actively participate in global Hydrogen energy technology and industrial innovation cooperation
It is worth mentioning that China's hydrogen energy industry is still in the early stage of development, and industry insiders reminded to prevent blindly following the trend and rushing
China Hydrogen Energy Alliance believes that China's hydrogen energy industry is still in the early stage of development, facing many challenges such as weak industrial innovation capability, low level of technical equipment, and lag in basic systems supporting industrial development
Wang Xiang, deputy director of the high-tech department of the National Development and Reform Commission, said that all localities should comprehensively consider the hydrogen energy supply capacity, industrial base and market space in their regions, and rationally deploy hydrogen energy preparation, storage and transportation, filling, Application and other industrial chain-related projects, and promote project construction in a prudent and orderly manner