"Two barrels of oil" hydrogen refueling station construction accelerates hydrogen car sales is expected to increase significantly

Entering 2021, the construction of the "two barrels of oil" hydrogen refueling station is in full swing.

"Securities Daily" reporter learned from Sinopec that at the beginning of the New Year of the Ox, about 500 kilograms of battery hydrogen products are sent to Beijing Yongfeng Hydrogen Refueling Station every day, which indicates that the battery hydrogen produced by Sinopec Yanshan Petrochemical has gradually achieved mass production.

On February 7, the hydrogen refueling station in the Prince City service area jointly constructed by PetroChina was officially put into use to supply 50 hydrogen energy buses in the Chongli competition area of ​​the Winter Olympics, adding the "first shot" of PetroChina's hydrogen refueling business.

As the infrastructure of hydrogen fuel cell vehicles, the continuous improvement of hydrogen refueling stations will promote the application of fuel cell vehicles.

Lin Boqiang, dean of the China Energy Policy Research Institute of Xiamen University, told the "Securities Daily" reporter that the cost of hydrogen refueling stations is high, and the technical threshold is also high.

"In terms of the number of hydrogen refueling stations currently under construction and proposed by various localities, it is expected that the number of hydrogen refueling stations will have a new breakthrough in 2021, or it will reach 200 or more, providing'blood' for hydrogen fuel cell vehicles.

Construction of two barrels of oil hydrogen refueling station speeds up

As of February 19, the recently put into use at the CNPC Prince City service area hydrogen refueling station has accumulated a total of 470 hydrogen fueling vehicles, with a total of 4,958.

PetroChina stated that, globally, the development of hydrogen energy has broad prospects.

　　At the end of June this year, the second hydrogen refueling station of CNPC Chongli Competition Area-Chongli North Oil and Hydrogen Combined Station will also be successfully completed; before the end of this year, three hydrogen refueling stations will be put into operation in Hebei and Beijing.
In addition, the Foton hydrogen refueling station built by PetroChina Beijing Sales and Beiqi Foton Motor Co.
, Ltd.
is also expected to be put into operation this year.
It is reported that the station has advanced technology and the domestic production rate of equipment will reach 50%.
It can hydrogenate 35MPa and 70MPa models at the same time.
It is one of the main stations for hydrogen energy guarantee for the 2022 Winter Olympics.

　　Not only that, Beijing Sales also plans to build Beijing Jinlong Gas Station into an oil-hydrogen combined station to provide hydrogen refueling services for the Winter Olympics hydrogen fuel cell vehicles.
At present, the related work of the oil-hydrogen combined station is being carried out in an intense and orderly manner.
It is expected to be completed at the end of September and put into trial operation in October.

　　It is understood that since December 15 last year, Yanshan Petrochemical's hydrogen products have served 4 downstream customers, with a cumulative sales of over 10.
6 tons of hydrogen.

　　It is worth mentioning that the Yongfeng Hydrogen Refueling Station is my country’s first and currently the only stationary vehicle hydrogen refueling station officially put into use in Beijing, with a daily hydrogen refueling volume of 1,000 kg to 1,500 kg.
As the market's demand for hydrogen supply increases, Yanshan Petrochemical's new hydrogen energy plant will achieve stable mass production, and the production load is expected to be further increased.

　　Sinopec said that during the "14th Five-Year Plan" period, it will accelerate the development of new energy business with hydrogen energy as its core.
It plans to deploy 1,000 hydrogen refueling stations or oil-hydrogen combined construction stations, and 7,000 distributed photovoltaic power generation sites.

　　In this regard, Longzhong Information analyst Wang Simin told the "Securities Daily" reporter that "two barrels of oil" has obvious advantages in the hydrogen energy industry.
Whether natural gas reforming to produce hydrogen or petrochemical by-product hydrogen production, "two barrels of oil" It has certain advantages on the hydrogen production side.
In addition, its oil and gas station operations are mature.
On this basis, the cost and preliminary work will be saved.
Compared with other new companies, "two barrels of oil "It is richer and more complete in terms of gas source and geographical layout.

　　Sales are expected to increase

　　On the one hand, the infrastructure construction of hydrogen refueling stations of enterprises such as "two barrels of oil" is in full swing.
On the other hand, hydrogen fuel cell vehicles will explode in the beginning of 2021.

　　Since 2021, as of about mid-February, according to the incomplete compilation of public information, the number of bidding/winning hydrogen fuel cell vehicles has reached about 690, reaching 58.
6% of the cumulative sales of fuel cell vehicles in 2020.

　　In fact, since last year, all provinces and cities have been developing the hydrogen fuel cell industry.

　　In September last year, the "Beijing Hydrogen Fuel Cell Vehicle Industry Development Plan (2020-2025)" proposed that the number of hydrogen fuel cell vehicles exceeded 10,000 by 2025.
According to the plan, by 2025, Beijing will cultivate 5-10 leading enterprises in the hydrogen fuel cell vehicle industry chain with international influence, and strive to achieve the cumulative promotion of hydrogen fuel cell vehicles to exceed 10,000, forming an urban public transport and tourism industry.
With the promotion structure that combines passenger transportation, heavy freight transportation and medium-sized logistics, the cumulative output value of the entire industry chain of hydrogen fuel cell vehicles exceeded 24 billion yuan.

　　Last year, Shandong also issued the "Shandong Province Hydrogen Energy Industry Mid- and Long-Term Development Plan (2020-2030)".
According to statistics from Longzhong Information, as of 2020, Shandong Province has built a total of 11 hydrogen refueling stations, and 8 new hydrogen stations will be added in 2021.

　　In addition to Beijing and Shandong, Shanghai, Shanxi, Zhejiang and many other places have begun to accelerate the deployment of hydrogen energy business.

　　In this context, in order to encourage the coordinated development of the hydrogen energy industry in various regions, the industry expects that the announcement of the first batch of fuel cell demonstration city clusters (also known as "hydrogen energy demonstration city clusters") has entered the countdown, and 2021 will also be regarded as hydrogen.
The first year of the development of the fuel cell vehicle industry.

　　Wang Simin believes that in terms of policy, the official announcement of the demonstration city cluster will greatly promote the rapid development of the local fuel cell vehicle industry chain; in terms of infrastructure support, in terms of the expected delivery order volume of fuel cell system manufacturers, the order volume of each system manufacturer in 2021 It has exceeded the 2019 peak.
If there is no emergency, after the demonstration city cluster is announced, it is expected that the production and sales of fuel cell vehicles will increase significantly.
(Reporter Li Chunlian)

Transfer from: Securities Daily