Hydrogen production electrolyzer concept stocks

Hydrogen production electrolyzer concept stocks are:

1. Haohua Technology: Its subsidiary, Sainaning, is a professional technical unit for producing fuel cell-grade hydrogen by pressure swing adsorption (PSA) technology. There are technical accumulation and engineering achievements in the "hydrogen production" link of the whole hydrogen energy industry chain, and PSA technology has the first domestic market share in producing fuel cell-grade hydrogen.

2. Sunlight power supply: The first green hydrogen SEP50 PEM electrolyzer (power 250kW) was released in China, which is the largest PEM electrolyzer in China at present. And successively promoted the construction of hydrogen production projects in Yushe County, Shanxi Province, yushu city City, Jilin Province, and Baicheng City, Jilin Province, and made positive progress. It is planned to form a comprehensive development pattern of "wind-light-storage-electricity-hydrogen" business, and strive to become the world's leading green hydrogen system solution and service provider.

3. Longji shares: On March 3, 20265438, KLOC-0, Xi Anlongji Hydrogen Energy Technology Co., Ltd. was incorporated with a registered capital of 300 million yuan. Li Zhenguo, the chairman of Longji shares, personally served as the legal representative, chairman and general manager, which reflected Longji's emphasis on the development and utilization of hydrogen energy; The company's future development will mainly focus on hydrogen production. Li Zhenguo once said that "making green hydrogen cheaper is Longji's next capability". In addition, Longji Co., Ltd. signed a strategic cooperation agreement with China Petrochemical on April 3, 20021. In the future, deep cooperation will be formed in distributed photovoltaic, photovoltaic+green hydrogen, chemical materials and other fields, and * * * will open up the application market of clean energy.

Developing green hydrogen is the only way for petrochemical industry.

1, from the perspective of profit. In recent years, oil prices have continued to fall, and the outbreak and spread of the COVID-19 epidemic in 2020 led to a historic decline in global oil prices. The losses caused by falling oil prices caught the oil giants off guard. In order to continue to "carry on" and reduce losses, many veteran petrochemical giants have taken the opportunity to optimize and adjust their business structure: sell fossil fuel assets with "low profit and little value", reduce oil and gas business, increase mergers and acquisitions and investment in clean energy business, and accelerate the transformation to green clean energy.

2. From the perspective of demand. The carbon emissions generated by transportation account for about 25% of the total carbon emissions in China, so the state vigorously promotes the development of new energy vehicles. Under the structural change of demand side, fossil fuel suppliers are most affected. They need to adjust their strategies and seek new growth points at the same time, and there is no case to learn from. Sinopec gave its own answer, saying that in the future, it will make the enterprise the first supplier of "oil, gas, hydrogen and electricity" in China.

3. From a strategic point of view. Hydrogen energy is a field that needs a lot of technical reserves, and the world still has a long way to go before it is fully applied. However, when the era of hydrogen energy comes, in order to occupy a place in the fierce market competition, enterprises should develop key technologies of hydrogen energy from now on and make full use of patents and technical reserves. Internal driving force of hydrogen energy development in domestic and foreign enterprises. In order to implement the Paris Agreement, hydrogen energy plays an indispensable role. Because of the different market operation modes, the internal driving forces of domestic and foreign enterprises to develop hydrogen energy are also different.