Hydrogen energy station on the market outlet!
Hydrogen energy is recognized as the cleanest fuel, known by the market as the "ultimate energy of the 21st century", and has previously attracted much attention as one of the development paths of new energy vehicles.
The advantages of hydrogen energy are very obvious, the first is the high calorific value of the fuel, the calorific value of hydrogen fuel is about 3 times that of other fossil fuels, followed by the water produced after combustion, so it is very clean and environmentally friendly.
With a large number of central enterprises taking the lead in laying out the hydrogen energy industry chain, the era of hydrogen energy is coming.
Shandong, Zhejiang, Fujian and other provinces on hydrogen energy industrial park, hydrogen refueling station construction plans have been introduced. More than 20 large central enterprises such as National Energy Group, Sinopec and PetroChina have developed hydrogen energy industries across borders.
According to the "Survey Report on the Future Development Trend of Hydrogen Energy" released by the International Hydrogen Energy Commission, it is estimated that by 2030, the global fuel cell passenger car will reach 10 million to 15 million, and the demand for hydrogen energy by 2050 will be 10 times that of the current one.
In addition, Tianfeng Securities said in the research report that the industrial chain of hydrogen energy mainly includes upstream hydrogen energy preparation, midstream hydrogen energy storage and transportation, downstream hydrogen fuel cells and hydrogen energy fuel cell applications.
The main technical methods of upstream hydrogen preparation are thermochemical reforming of traditional energy sources, electrolysis of water and hydrogen production of industrial by-products.
The middle reaches are hydrogen energy storage and transportation, and the current methods of storing hydrogen energy are mainly divided into three types: high-pressure gaseous hydrogen storage, low-temperature liquid hydrogen storage and solid material hydrogen storage.
In addition, the hydrogen refueling station is a very important link in the hydrogen energy industry chain, the hydrogen from different sources is stored in the high-pressure tank in the station through the compressor pressurization, and then the hydrogen fuel cell vehicle is filled with hydrogen through the gas dispenser.
The downstream is the application link of hydrogen energy, and the traditional application of hydrogen is mainly based on the chemical industry, but at present, the new energy application based on fuel cells has become the main direction in the future.
Part of the hydrogen energy of various industrial chain subdivision leader!
Hydrogen production industry chain segmentation leader:
Baofeng Energy: actively expand photovoltaic hydrogen production; the company started the construction of 200MWp solar power generation and 20,000 square meters / hour electrolyzed water hydrogen production facilities in 19 years, with an annual output of 160 million cubic meters of green hydrogen comprehensive demonstration project, the project was listed as a national demonstration project by the National Energy Administration; in February 21, the project has been completed and commissioned into the trial production stage, the production of green hydrogen directly into the chemical system, the project is expected to become the world's largest electrolytic water production company after full operation.
Storage and transportation industry chain segmentation leader:
Sinoma Technology: The company took the lead in developing and completing the largest volume 320L fuel cell hydrogen cylinder in China, and put it into the market to form sales; developed more than 20 specifications of 35MPa hydrogen cylinders for fuel cell vehicles and unmanned aerial vehicles; the company successfully mastered the key technology of 70MPa aluminum liner carbon fiber composite hydrogen cylinder; the company has started to invest in the technical transformation project of hydrogen cylinder production line and the production line of hydrogen storage container for station.
Inject the industry chain segmentation leader:
Houpu shares: mainly involved in the "low-pressure solid-state storage hydrogen project" and the construction of hydrogen refueling stations; clean energy overall solution service providers, the company has hydrogen refueling station construction qualifications, in the field of hydrogen refueling stations has formed from design to key components research and development, production, complete sets of equipment integration, hydrogen refueling station installation and commissioning and technical service support and other comprehensive capabilities covering the entire industrial chain; the company has hydrogen refueling machines, hydrogen refueling guns, compressed hydrogen refueling machine verification devices, hydrogen refueling mass flow meters, hydrogen refueling station control systems and other related hydrogen energy products.
Fu rui special installation: involving the gas supply system; mainly to the vehicle high-pressure hydrogen supply system and hydrogen refueling station equipment, opened up a multi-block hydrogen energy business including hydrogen preparation, hydrogen refueling station construction, FCV hydrogen supply system research and development; the company's hydrogen valve research and development technology and products mainly include: fuel cell stack valves, 35MPa hydrogen supply system valve design optimization / 70MPa hydrogen supply system valve design optimization / 35MPa hydrogen refueling station valve design optimization / 70/100MPa hydrogen refueling station valve and liquid hydrogen valve design and development.
Sinopec: Hydrogen production and hydrogen refueling station expansion field has advantages. The company has rich industrial experience and competitive advantages in the field of hydrogen energy, and takes hydrogen energy as the main direction of the company's new energy business; the company makes full use of the advantages of industry, technology and network to create a hydrogen energy integrated collaborative operation model covering hydrogen energy production, hydrogen energy mobile, hydrogen energy technology and hydrogen energy investment in independent innovation, cooperative research and development, strategic investment, etc., and builds its own hydrogen energy production, purification, transportation and sales of the whole process of industrial chain.
Battery stack industry chain segmentation leader:
Yihuatong: the domestic hydrogen fuel cell engine manufacturing leader, 20 years 1-7 batches of supporting fuel cell systems the largest number of enterprises; in 2019, the fuel cell engine system output (set) output of 601 sets, ranking second; the company's main business income is mainly composed of engine systems, parts, system software, etc.
Hydrogen energy various accessories subdivision faucet:
Snowman shares: the company masters compressor technology and low-temperature refrigeration technology, has the manufacturing capacity of the core equipment of the hydrogen refueling station, the fuel cell stack system has obtained the pass to enter the automotive supply chain IATF16949: 2016 quality management system certification; the company's hydrogen energy product chain can be divided into four major business segments, namely liquid hydrogen equipment, fuel cell integrated system, fuel cell core components, hydrogen refueling station equipment, etc.; its Swedish SRM company, Has the world's leading fuel cell air compressor and hydrogen circulation pump technology, for the United States fuel cell company Ballard supplier;
Hanzhong Seiki: Air pump is one of the core components of the fuel cell industry; the air pump developed by the company is mainly used for hydrogen fuel cell vehicles; in the hydrogen fuel cell industry, the research and development of screw air pump has been completed, and it has been tested in the downstream customer technology, centrifugal air compressor and scroll hydrogen recovery pump have been in the research and development stage.
Battery system integration subdivision faucet:
Xiongtao shares: one of the leading in the field of hydrogen fuel cells; the company has completed the layout of key links such as hydrogen production, membrane electrodes, fuel cell stacks, fuel cell engine systems, vehicle operations, etc. in the hydrogen energy industry chain; the company has developed fuel cell power systems such as 45kW and 61kW used in the transportation field, which have passed the national mandatory inspection and applied to buses as power sources, and have now obtained 18 models of the Ministry of Industry and Information Technology's vehicle announcement; in July 20, Xiongtao Hydrogen-Hsiung Fuel Cell Engine VISH-130A passed the National Testing Center strong inspection certification, stack power 145kW, engine system net output of 130kW, which is the largest power hydrogen fuel cell engine certified by the National Testing Center in China at this stage.
Dayang Electric: one of the leaders in the field of hydrogen fuel cells; the company currently has 3,000 sets of hydrogen fuel cell system production capacity, forming a complete industrial chain of motor + electronic control + hydrogen fuel cell system and its key components; in 19 years, the company completed the 46KW fuel cell module in buses and logistics vehicles on the loading test, and has a mass production capacity; in 19 years, it obtained 19% of the equity of Jia Hydrogen (Shanghai) and participated in the investment and construction of hydrogen refueling stations.
Fuel cell vehicle segment leader:
Meijin Energy: The layout of the whole industrial chain of hydrogen energy. Meijin Energy is considered to be the leader in the concept of hydrogen energy, and is also one of the earliest A-share companies to lay out hydrogen energy business, the company is mainly engaged in the production and sales of new energy vehicles based on coal, coking, natural gas and hydrogen fuel cell vehicles. The company's Feichi Automobile (holding 51.2%) is the largest hydrogen fuel cell bus company in China, which has developed 3 series and 4 fuel cell buses, and is currently one of the few hydrogen energy vehicle manufacturing companies in China with actual mass production capacity and operation and debugging experience;
Weichai Power: Completed the development of a number of fuel cell engines in 2019, actively promoted the construction of hydrogen refueling stations and the promotion and application of fuel cell vehicles, and ran more than 1 million kilometers in total, helping the concept of "green power hydrogen energy city" to take the lead in Shandong; holding 33.5% of the shares of Fersay, as its second largest shareholder, the target is China's largest fuel cell commercial vehicle power series and passenger car fuel cell module provider; holding 19.9% of Ballard's shares, is its largest shareholder, and established a joint venture company in Weifang. It will have the exclusive rights to Ballard's next-generation stack and module technology products in China's commercial vehicle and forklift market; the company has built a fuel cell engine and stack production line with a capacity of 20,000 sets, which is currently the world's largest hydrogen fuel cell engine manufacturing base.
Hydrogen energy other application subdivision faucets:
Longpan Technology: The company's first development of hydrogen energy fuel cell special coolant has been fully supplied, domestic manufacturers (Zhongtong, Jianghuai, etc.) fuel cell coolant, more than 90% are supplied by Longpan Technology; the company's products in the direction of hydrogen energy layout are hydrogen storage tanks, fuel cell catalysts, etc., the main products of the participating company Anhui Tomorrow Hydrogen Energy are fuel cell systems and components, stacks, stack components, etc.
Source | Financial analysis
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