The Central Economic Work Conference pointed out that infrastructure construction should be carried out beyond the time limit.
Infrastructure construction in advance is an effective measure to deal with the downward pressure on the economy.
But the infrastructure here is not for building bridges, roads and houses. That era has passed.
Facing the future carbon-neutral era, it is a new type of infrastructure, including smart grid, ultra-high voltage, hydrogen pipeline, hydrogen refueling station, charging pile and so on.
Among them, the expectation of hydrogen pipeline is quite different.
In the era of hydrogen energy, popularizing hydrogen energy requires low economic cost and long-distance transportation means. Compared with high-pressure and liquid hydrogen transportation, pipeline hydrogen transportation is a once-and-for-all transportation mode.
The hydrogen energy strategy to be released by the country, drawing lessons from other countries' hydrogen energy strategies, infrastructure investment may be the focus. Compared with other energy sources, hydrogen energy is highly dependent on the infrastructure for its production, storage and transportation. Especially in hydrogen pipeline and hydrogenation station.
Large one-time investment
In the United States, the cost of natural gas pipeline is only125,000-500,000 USD/km, while the cost of hydrogen pipeline is about 300,000-1000 USD/km, which is twice the cost of natural gas pipeline.
Small cardinality
The White Paper on Hydrogen Energy and Fuel Cell Industry in China issued by China Hydrogen Energy Alliance points out that there are 2,500 kilometers of hydrogen pipelines in the United States, 1.569 kilometers in Europe and less than 200 kilometers in China.
Need to reinvest
Due to the different pipeline materials, especially the different properties of steel, direct hydrogen transmission from natural gas pipelines will lead to hydrogen embrittlement. The hydrogen pipeline needs to be re-invested and re-laid.
Assuming RMB 8 million per kilometer, the investment in the pipeline itself will reach 20 billion if it is to reach the current standard of 2,500 kilometers in the United States. China's natural gas pipeline is 76,000 kilometers long, and the imagination is huge.
The key point is that this is an oligopoly market. At present, only three barrels of oil are qualified for pipeline construction.
1, pipeline construction target of central enterprises:
Petrochemical machinery: design, research and development, manufacturing, sales, leasing and comprehensive services of oil and gas mining machinery and equipment, drill bits and drilling tools, downhole tools, compressors and oil and gas steel pipe products.
Jinzhou area Pipeline: The company is the leader in welding steel pipes and one of the most complete pipeline manufacturers in China for oil and gas transportation; The company is the main pipeline supplier of well-known domestic energy enterprises such as PetroChina, Sinopec and CNOOC.
Longquan shares: Xinfeng Pipe Industry Co., Ltd., a wholly-owned subsidiary of the company, is one of the few domestic manufacturers who have mastered the manufacturing technology of high-pressure hydrogen pipe fittings and obtained the manufacturing license of civil nuclear safety equipment issued by the National Nuclear Safety Administration. It is also the backbone supplier of high-end metal fittings for petrochemical and nuclear power fields in China. Over the years, Xinfeng Pipe Industry has participated in the supply of pipe fittings for several key construction projects in China's nuclear power and petrochemical fields, as well as the supply of pipe fittings for overseas petrochemical and nuclear power projects.