Under the situation of Daxing hydrogen energy industrial park in China, the Yangtze River Delta region is still "riding the dust", showing a leading position in the number, scale and competitive strength of industrial parks.
Then, as a fertile ground for China's hydrogen energy industry, what are the industrial advantages of the Yangtze River Delta region? What investment opportunities are there? ?
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Behind the 5 billion hydrogen energy industrial park: giant state-owned enterprises participate in investment
10 10 18, a hydrogen energy industrial park with a total investment of 5 billion yuan was officially launched at an economic and trade fair in Yixing, Jiangsu. This is already the sixth hydrogen energy industrial park planned and built in Jiangsu.
Different from the previously planned five industrial parks, there are state-owned enterprises among the investors in Yixing Hydrogen Energy Industrial Park. It is understood that the project is invested and constructed by State Power Investment Group, Jiangsu Electric Power Co., Ltd., Yin Huan Group Co., Ltd., Guling Chemical Group Co., Ltd. and Shanghai Hydrogen Bear Information Technology Co., Ltd.
Among them, Guodian Investment Co., Ltd. is one of the "five largest power generation groups in China" and a leading enterprise in promoting the development of clean energy in China, which bears an important responsibility in the process of promoting the hydrogen energy industry. The joining of Guodian Investment Co., Ltd. has also become the first state-owned enterprise in the list of investors in Jiangsu Hydrogen Energy Industrial Park.
This time, I chose to invest in Yixing to build a hydrogen energy industrial park. On the one hand, we are optimistic about the urban development potential of Yixing, on the other hand, we are optimistic about the advantages and market strength of hydrogen energy industry in the Yangtze River Delta region.
According to reports, Yixing Hydrogen Energy Industrial Park has a planned total area of 400 mu and will be completed in three phases. Mainly including 40MW decentralized wind power projects; Hydrogen station and bus logistics transportation demonstration project (composed of hydrogen pipeline, demonstration hydrogen station, several demonstration buses and logistics vehicles); R&D, design and manufacture of key components of hydrogen fuel cell, policy manufacture of hydrogen fuel cell.
In addition to the two investors invested by Guodian, the project also includes two Yixing local enterprises, namely Yin Huan Group Co., Ltd. and Guling Chemical Group Co., Ltd., among which Yin Huan Group Co., Ltd. is the first private enterprise in Jiangsu Province to participate in state-owned assets investment cooperation, and Guling Chemical has a history of 50 years of specialized nitrogen fertilizer manufacturing, which is expected to contribute to hydrogen production.
In addition, Shanghai He Xiong Information Technology Co., Ltd., as a wholly-owned subsidiary of He Xiong, Xiong Tao, also participated in the investment, and it is expected to focus on the related technical fields of fuel cells. ?
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13 Yangtze river delta hydrogen energy industrial park?
The Yangtze River Delta where Yixing is located is the most densely populated area of China Hydrogen Energy Industrial Park. According to preliminary statistics, Yixing Hydrogen Energy Industrial Park is the 13 hydrogen energy industrial park in the Yangtze River Delta region.
The first hydrogen energy industrial park in Yangtze River Delta settled in Zhenjiang, Jiangsu. 20 12 Jiangsu Dantu hydrogen energy industrial park was established, which is the earliest hydrogen energy industrial park in China. The industrial park covers the whole hydrogen energy industry chain, supporting industrial incubation bases and R&D institutions, and is committed to building a world-class hydrogen energy industrial park.
In addition to Dantu Hydrogen Energy Industrial Park, the most famous hydrogen energy industrial park in the Yangtze River Delta region is Rugao's "hydrogen energy town". Unlike many hydrogen energy industrial parks, which are still in the construction or planning stage, Rugao hydrogen energy town has formed a relatively complete hydrogen energy industrial system, and has now settled in more than 20 hydrogen energy enterprises. It is estimated that the output value at the end of the 13th Five-Year Plan will exceed 50 billion yuan.
This volume is undoubtedly considerable for a county-level city. More importantly, at present, only Kyushu, Japan has built a mature "hydrogen energy town" in the world. The establishment of Rugao Hydrogen Energy Town has promoted China's position in the global hydrogen energy pattern to some extent.
The other ten hydrogen energy industrial parks are located in Jiading District, Shanghai, Changshu, Jiangsu, Jiaxing, Huzhou and other important hydrogen energy development areas, and gather around the Yangtze River Delta in a surrounding manner. ?
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Advantages and investment opportunities of hydrogen energy in Yangtze River Delta
No matter from the industrial base or market potential, the Yangtze River Delta region is an excellent region for the development of hydrogen energy in China.
First of all, the advantages of the traditional refining and chemical industry in the Yangtze River Delta region make it a rich and economical source of industrial by-products, with good hydrogen production resources and close to the hydrogen energy application market, which can seize the upstream of the hydrogen energy industry.
According to preliminary calculation, the existing industrial by-product hydrogen production capacity in the Yangtze River Delta region can supply 4 million fuel cell passenger cars or 1.28 million fuel cell buses every year. In the short and medium term of the development of hydrogen energy industry, the economic and practical industrial by-product hydrogen resources are the primary guarantee for the development of hydrogen energy in this region.
Secondly, the strength of hydrogen-related scientific research in the Yangtze River Delta region is only a handful in China. Tongji University, Zhejiang University, Shanghai Jiaotong University and other universities have been developing cutting-edge technologies for fuel cells for a long time. Companies represented by SAIC and Reshaping Technology also have considerable strength in the development of hydrogen-related equipment and technologies. It can be said that the strong scientific research strength in the field of hydrogen energy is a great advantage in the development of hydrogen energy industry in the Yangtze River Delta.
In addition, the policy promotion of two provinces and one city in the Yangtze River Delta (Jiangsu, Zhejiang and Shanghai), regional cooperation and the inherent potential of the consumer market are all advantages of hydrogen energy development in this region.
Although the resources are excellent, the hydrogen energy industry in this region is in the initial stage of development, and there are still many market gaps to be broken.
First of all, in the medium and long term, due to the limitation of refining capacity, the output of industrial by-product hydrogen can not meet the long-term demand of hydrogen energy application. New hydrogen production processes such as clean and efficient hydrogen production from electrolyzed water will become an important development direction. Therefore, it will be beneficial for enterprises to keep up with the changing trend of electrolytic water and hydrogen storage equipment manufacturing industry in advance.
In addition, the development of the industry needs infrastructure synchronization, or even layout in advance. For the hydrogen energy industry, the hydrogen refueling station is a vital link. Therefore, enterprises related to the construction and operation of hydrogen refueling stations in this region should focus on this market segment, strengthen technology research and development, reduce construction costs and steadily improve profitability.
Of course, just like the hot application field of hydrogen energy, the research and development and application of fuel cell related technologies are also the focus of hydrogen energy industry in this region.
As a leading demonstration area of hydrogen energy industry in China, the Yangtze River Delta region has attracted the attention of various regions in China. The Pearl River Delta, Beijing-Tianjin-Hebei and Bohai Rim regions, which have many similarities with the Yangtze River Delta, will also form hydrogen energy industry clusters according to local conditions. By then, the big pattern of domestic hydrogen energy industry development will be formally settled.