Green hydrogen energy leading stock

1. Leading stock of hydrogen production concept: Jinhong Gas, a leading enterprise in China gas industry (688 106). The company has hydrogen production plants in Suzhou and Chongqing. The fundraising project also includes the construction of hydrogen base, and the project under research also includes the liquid hydrogen storage material project to study the efficient hydrogen storage method and improve the hydrogen transportation efficiency. At present, the company has some customers in the hydrogen energy industry and has accumulated a lot of experience in production, storage and transportation. Baofeng Energy (600989) is the leader in the field of photovoltaic hydrogen production.

/kloc-in 0/9, the company started to build a comprehensive demonstration project of green hydrogen production with an annual output of 654.38+600 million cubic meters, 200MWp solar power generation and 20,000 cubic meters/hour hydrogen production facilities, which were listed as national demonstration projects by the National Energy Administration. In February1year, the project has been debugged and entered the trial production stage, and the produced green hydrogen will be directly added to the chemical system. After the project is put into production, it is expected to become the largest green hydrogen company in the world.

2. Leading stock of hydrogen fuel cell concept: Huatong (688339), the pioneer of domestic hydrogen energy industry and a genuine domestic fuel cell leader, and its subsidiary Li Shen Science and Technology is a technical enterprise engaged in the research and development and industry of hydrogen fuel cell engine systems and stacks earlier in China. Is a company specializing in hydrogen fuel cell power system and hydrogen infrastructure. Tianneng Co., Ltd. (6888 19) is a leading enterprise in the new energy power battery industry in China. Tianneng Hydrogen Energy first developed a number of key core materials and stacks for fuel cells on 20 18. At present, Tianneng Hydrogen Energy has obtained more than 20 patents for fuel cells, and achieved autonomy in key technologies such as key materials and core components, and successfully developed 30kW, 40kW, 60kW and 80kW graphite plate stacks and100 kW (100 ~150).

Ocean Electric (002249) has formed a complete industrial chain of "motor+electronic control+hydrogen fuel cell". At present, the company has set up hydrogen fuel cell production bases in Shanghai, Hubei and Shandong. The company can provide hydrogen fuel cell module, vehicle controller, hydrogen system controller and fuel cell controller, and can provide supporting electric drive system. In the field of hydrogen fuel cells, the company has the ability to design and develop hydrogen fuel cell engines.

3. The leading stock of hydrogenation concept: Magnolia officinalis (30047 1), which mainly involves the "low-pressure solid hydrogen storage project" and the construction of hydrogen refueling stations, is the first domestic box-type hydrogen refueling station solution supplier. The company has been actively and continuously increasing investment in the field of hydrogen energy, and a number of key parts of hydrogen energy filling equipment independently developed have taken the lead in breaking the international monopoly; The company has also undertaken the construction of several national and provincial typical demonstration stations of hydrogen energy, which has certain influence. Donghua Energy (00222 1) is a joint venture of large-scale liquefied petroleum gas frozen storage and transportation wholesale base. The subsidiary Donghua Automobile and Jiangsu Steel City jointly established Jiangsu Donghua Steel City Hydrogen Energy Technology Co., Ltd., and Donghua Steel City Hydrogen Station is the first commercial hydrogen station in Jiangsu.