Market hotspot Hydrogen energy: new energy vehicles are still in the early stages of industrialization

Original question: Why is hydrogen energy hot? New energy vehicles are still in the early stages of industrialization

Reporter: Huang Xiaofang

Why is hydrogen energy a hot spot for investment

Recently, hydrogen energy has become a hot word.

Opportunities in change

"Under the background of low-carbon development and energy transformation, my country's hydrogen energy industry has ushered in new opportunities, and'decarbonization' has become the first driving force for the development of this round of hydrogen energy industry.

After my country announced that its carbon dioxide emissions would peak by 2030 and achieve carbon neutrality by 2060, high hopes were placed on hydrogen energy.

Energy security is also an important reason.

Li Ye, the supervisory director of the National Energy Administration, said that it is necessary to accurately grasp the strategic position of hydrogen energy in the energy revolution.

New energy vehicles pull

The new crown pneumonia epidemic has cooled investment in many areas, but investment in the hydrogen energy industry is still showing a growth momentum.

　　"This round of hydrogen energy development is the clarion call for the transportation sector.

　　The development of hydrogen fuel cell vehicles has also promoted the layout of hydrogen refueling stations.

　　Ling Yiqun, deputy general manager of Sinopec, said that Sinopec has proposed a vision to build a world-leading clean energy chemical company, and plans to develop new energy as a strategic emerging business.

　　The enthusiasm on the application side is not unrelated to policy support.

　　In my country, in 2019, hydrogen energy was included in the "Government Work Report" for the first time.

　　Yang Yan, a researcher at the Research Institute of Economics and Technology of China Petroleum Corporation, said that the hydrogen heat comes from the application side and is promoted from the bottom up, with a wide range of application scenarios, policy goals and international concerns.

　　Still in the early stage of industrialization

　　"On the whole, the global hydrogen energy industry is at the initial stage of the key technology and business model exploration stage of the entire industry chain, and this is generally the case in my country.

　　The hydrogen energy industry generally uses color to represent the type of hydrogen.

　　In December 2020, the China Hydrogen Energy Alliance issued the "Standards and Evaluation of Low-Carbon Hydrogen, Clean Hydrogen and Renewable Hydrogen Hydrogen", which quantified the hydrogen standards.

　　High cost is also a barrier to the promotion of the hydrogen energy industry.

　　In the long run, hydrogen energy is worth looking forward to.
The "China Hydrogen Energy and Fuel Cell Industry White Paper 2020" shows that in order to achieve the goal of carbon neutrality by 2060, my country's annual hydrogen demand will increase from the current 33.
42 million tons to about 130 million tons, accounting for 20% of the final energy system.
%.
The hydrogen energy supply structure has gradually transitioned from fossil energy-based non-low-carbon hydrogen to renewable energy-based clean hydrogen, and will provide 80% of the hydrogen energy demand.
As long as we stick to the strategic direction, do a solid foundation for basic research, and solve problems in the industry, hydrogen energy will have a lot to do in the future.