Breaking through the bottleneck of industrial development, 1/3 central enterprises take the lead in overweight, and the "turning point" of hydrogen energy industry is coming?

Hydrogen energy, once known as "2 1 century green gold", ushered in industrial reform under the overweight of many state-owned enterprises.

Recently, at the press conference on the economic operation of central enterprises in the first half of the year held by the State Council Press Office, Peng, secretary-general and spokesman of the State Council State-owned Assets Supervision and Administration Commission, said that central enterprises with more than 1/3 have laid out the whole industrial chain including hydrogen production, hydrogen storage, hydrogenation and hydrogen consumption, and achieved a number of technological research and development and demonstration application results.

According to Peng, we are actively studying and formulating relevant opinions and plans to promote central enterprises to play a better role in the action of "peak carbon dioxide emission and carbon neutrality". At the same time, SASAC is organizing central enterprises to strengthen low-carbon, zero-carbon and negative-carbon scientific and technological research and lead the breakthrough of green and low-carbon technology.

In the list of central enterprises that deploy hydrogen energy, there are many central enterprise giants such as China Petrochemical, China Petroleum, Huadian Group and State Power Investment Group. Why does the promotion layout of an energy industry attract 1/3 central enterprises to help out?

The advantages are obvious, and hydrogen can be expected.

Many people use "development without ceiling" to describe hydrogen energy. As an energy consumable, the reserve of the element itself is the most basic consideration. According to the interpretation of many experts, hydrogen is one of the most abundant elements in the universe, ranking third among all elements on the earth, and the energy supply is very sufficient. Moreover, most of hydrogen exists in the liquid form of water, and raw materials are easier to obtain.

Jing Zeng, deputy director and researcher of the Scientific Research and Information Department of China International Economic Exchange Center, said: "China's hydrogen energy industry is facing an important opportunity period. As a clean and carbon-free secondary energy, hydrogen energy can not only promote deep decarbonization in the fields of industry, transportation and construction, but also promote the green and low-carbon growth of the national economy. " In Jing's view, hydrogen energy has the advantages of almost zero carbon emission, cleanliness and pollution-free, and is highly anticipated.

These characteristics of hydrogen energy have more advantages in a society with excessive carbon emissions.

According to relevant statistics, China's industrial, construction and transportation sectors account for 65%, 20% and 10% respectively. As the industry with the largest carbon emissions, the pressure to reduce carbon is also the greatest. Many people in the industry believe that if the transportation sector is taken as a breakthrough in the development of hydrogen energy in China, and the deep decarbonization of the industrial sector is realized by using hydrogen energy, it will make great contributions to the carbon emission reduction target of China.

Three major problems, building a development dilemma.

Then the question is, since the market environment is superior and the market demand is strong, why is it that hydrogen energy has not been widely used and central enterprises need to take the lead?

In this regard, Zhang Shiyuan summarized the bottleneck of the development of hydrogen energy industry from three aspects: economy, technology and application.

The application aspect is mainly reflected in the application scenarios and infrastructure. Zhang Shiyuan said that the current application scenarios of hydrogen energy are concentrated in the transportation field, such as hydrogen energy logistics vehicles, commercial vehicles, buses and hydrogen energy heavy trucks. The exploration of hydrogen energy industry in other fields is weak and it is difficult to be widely used. Moreover, as the infrastructure of hydrogen energy, the coverage of hydrogen refueling station is not wide enough.

From this point of view, the application of hydrogen energy needs to be improved both horizontally and vertically.

Therefore, in order to ensure that the equipment manufacturing of hydrogen energy is profitable, better technology is needed to make the process price of the whole system civilian and standardized, which can not be completed with the participation of a few small enterprises.

Guided by central enterprises, break through the bottleneck of development

It can be seen from Peng's speech that central enterprises are playing an irreplaceable role and leading the reform of the hydrogen energy industry. Then, can the presence of central enterprises effectively change the pattern of hydrogen energy industry?

According to the research report of CITIC Securities, the participation of central enterprises in the hydrogen energy industry fully reflects the development prospect of hydrogen energy track under the goal of carbon neutrality, and the participation of central enterprises is expected to inject momentum into the development of the industry. The Orange Society Research Institute, a hydrogen energy service organization, has also said that the participation of central enterprises in hydrogen energy is going through a process from quantitative change to qualitative change. Under the condition of carbon neutrality and carbon dioxide emission peak, hydrogen energy is the definite direction, and one third of central enterprises can become the backbone of hydrogen energy development.

The entry of these core forces-central enterprises has solved the bottleneck of the development of hydrogen energy industry to some extent.

Therefore, the overweight of central enterprises has played a leading role to a great extent, solving the problems of difficult commercialization and construction of hydrogen refueling stations caused by financial factors, and alleviating the problem of "no accounting" to some extent.

Secondly, the internal industrial chain of central enterprises is relatively complete and has rich technical experience. Many central enterprises have added more hydrogen energy industries, which is helpful for hydrogen energy to try to explore new scenarios and fields outside the existing application fields, reduce the possibility of continuous application of hydrogen energy, and enhance the motivation of hydrogen energy industry renewal. And on the premise of opening up new fields, central enterprises can also strengthen the construction of existing industrial infrastructure of hydrogen energy based on the advantages of policy subsidies and enterprise strength.

With the implementation of policies such as peak carbon dioxide emission and carbon neutrality in various places, provinces and cities have also begun to plan and guide fuels, and the policy system related to hydrogen energy has gradually become clear. At present, five cities, including Beijing, Shanghai, Guangdong, Hebei and Henan, focus on the development of hydrogen energy industry, and have issued relevant policy plans, defining the number targets of fuel cell vehicles, the number targets of hydrogen refueling stations and the scale targets of the industrial chain.

According to Qi Haijun, president of Beijing Teyi Sunshine New Energy, major central enterprises will vigorously expand the development and utilization of hydrogen energy, which will involve storage and transportation. The construction of hydrogen refueling station or oil-hydrogen combined station is also conducive to speeding up the industrialization and scale of hydrogen energy industry in the initial stage, creating favorable conditions for small-scale application to large-scale promotion, and has a good driving and demonstration role in industrial chain cooperation such as hydrogen production, hydrogen storage, hydrogen use and hydrogen energy technology innovation.

Qi Haijun also said that after the overweight of central enterprises, a new development pattern of ensuring a stable supply of hydrogen energy and guiding the transformation of energy consumption will soon emerge. Original title: Breaking through the bottleneck of industrial development, 1/3 Central enterprises take the lead in overweight, and the "turning point" of hydrogen energy industry is coming?