① Recently, progress has continued in the field of hydrogen energy. On March 20, CNPC's first large-scale renewable energy hydrogen production project was put into operation, producing 2,100 tons of hydrogen per year. ② According to data, in 2023, China's hydrogen energy vehicle production and sales volume was about 5,600 units and 5,800 units respectively, up about 55% and 72% year-on-year respectively. With various policy support, hydrogen energy vehicles will enter a period of acceleration.
As the country's support for the hydrogen energy industry has increased, the confidence of some related production companies has also increased dramatically. The person in charge of a hydrogen energy vehicle manufacturing plant in Qingdao, Shandong, told the reporter that in the first quarter of this year, they sold a total of 270 hydrogen energy vehicles, a significant increase compared to the 45 units sold in the same period last year. According to the data, in 2023, China's hydrogen energy vehicle production and sales volume was about 5,600 units and 5,800 units, respectively, up about 55% and 72% year-on-year respectively. With various policy support, hydrogen energy vehicles will enter a period of acceleration in hydrogen energy vehicles.
Recently, progress has continued in the field of hydrogen energy. On March 20, CNPC's first large-scale renewable energy hydrogen production project was put into operation, producing 2,100 tons of hydrogen per year. On March 19, dozens of leading hydrogen energy companies in the United Nations of Sinopec released China's first “Technical Guide for Integrated Hydrogen Production and Refueling Stations” group standards. Yu Ximeng of Great Wall Securities said that the new energy system is mainly supported by two parts: a new power system with renewable energy as the main source of energy and a new type of energy with “hydrogen-based energy” as the main support. The two promote and rely on each other, and use green hydrogen-based energy as a bridge to jointly establish a new Chinese-style energy system. The commercialization of upstream electrolyzer technology continues to advance. The world attaches importance to electrolyzer development and focuses on relevant technological breakthroughs; midstream hydrogen refueling stations are accumulating development strength, hydrogen pipelines and hydrogen storage equipment are continuously updated, and companies in related industries are being deployed; downstream hydrogen vehicles are being demonstrated and applied, and attention is paid to market-based FCV companies. In terms of market space, the Everbright Securities Research Report indicates that by 2050, China's hydrogen energy supply-side market will reach 1.3 trillion yuan.
According to the Finance Federation's theme library, among the relevant listed companies:
Houpu Co., Ltd. has been actively and continuously increasing its investment in the field of hydrogen energy, and has achieved technological breakthroughs in many key components.
Shenghui Technology's hydrogen energy-related business has generated revenue. The company has invested in Hongji Chuangneng (membrane electrodes for core components of hydrogen fuel cells), Guohong Hydrogen Energy (hydrogen fuel cell stacks and systems), and Flying Spur (hydrogen energy vehicles) through equity investment to form the layout of the hydrogen fuel cell vehicle industry chain.