Core technology company policy dividends are coming! There will be new changes in hydrogen energy industry subsidies

　　After the National Development and Reform Commission once again "named" hydrogen energy and will coordinate the overall planning of hydrogen energy development layout, the Ministry of Industry and Information Technology is working with other ministries and commissions to prepare and study new subsidy policies for fuel cells.

　　Important news in the hydrogen energy industry has been coming one after another recently.

　　After the National Development and Reform Commission once again named hydrogen energy and will coordinate the overall planning of hydrogen energy development, the Ministry of Industry and Information Technology is working with other ministries and commissions to prepare and study new subsidy policies for fuel cells.

　　It is understood that the relevant subsidy idea is not to supplement the OEMs as before, but to consider subsidizing manufacturers that produce core components. In particular, companies with core technologies will receive stronger policy support.

　　Yangtze River Delta and Pearl River Delta

　　Hydrogen energy support policies account for nearly 60%

　　Hydrogen energy is a policy-led industry, and policies play an important guiding role in industrial development.

　　Public information shows that in the first half of this year, the central government issued more than 10 policy documents related to hydrogen energy, and more than 20 cities announced local policies related to hydrogen energy.

　　By province, Guangdong and Jiangsu have issued significantly more policies than other regions. The number of provincial policies in the Yangtze River Delta and Pearl River Delta regions accounts for nearly 60% of the total number of local policies.

　　From the central level, in March this year, the "Notice on Further Improving Fiscal Subsidy Policies for the Promotion and Application of New Energy Vehicles" jointly issued by the Ministry of Finance and four other ministries and commissions mentioned that after the implementation of the three-month policy transition period, fuel oil will be announced separately. Subsidy policy for battery cars and new energy buses.

　　With the end of the buffer period for new energy vehicles, expectations for the announcement of new policies are also increasing.

　　It is understood that companies with core technologies (manufacturers that produce core components) may receive stronger subsidy policy support in the future.

　　Researchers from Huatai Securities believe that performance improvement and cost reduction are the keys to the industrialization of hydrogen fuel cell vehicles, while technological progress in lithium-ion batteries and localization are important development paths. At present, fuel cell stacks have basically been domestically produced, and the localization of auxiliary systems is accelerating. Weichai Power (controlled by Ballard), Hanbell Precision Machinery, Snowman and other companies are all suppliers of fuel cell systems and core components that are expected to achieve import substitution.

　　Investment in the hydrogen energy industry exceeded 100 billion yuan in the first half of the year

　　Since the beginning of this year, investment events in the hydrogen energy industry have continued to surge. In the first half of the year alone, the maximum investment amount for a single project reached 10 billion yuan, and the total amount of the hydrogen energy industry exceeded 100 billion yuan.

　　The Hydrogen Cloud Chain report shows that compared with 2018, the investment amount and number of projects in the hydrogen energy industry have increased significantly this year. Among them, Guangdong has the largest number of investment projects; Zhejiang has the largest investment amount; among the five major domestic hydrogen energy industry clusters, the Yangtze River Delta and the Pearl River Delta have maintained a leading position in the number and amount of investment projects.

　　Ouyang Xun, chairman of Hydrogen Power, said in an interview with a reporter from the Shanghai Stock Exchange that from an overall perspective, the current policies are very beneficial to the development of the hydrogen energy industry, and future investment will focus on hydrogen production and hydrogen refueling stations. For example, some hydrogen production capacity needs to be purified to meet the requirements of fuel cells. At the same time, the number of hydrogen refueling stations is not very large yet, and they must be promoted. In addition, manufacturers of core components such as electric stacks will also become investment targets.

　　Many places are increasing their use of new energy and nuclear power to produce hydrogen, which is also expected to spur the creation of a trillion-yuan industry in lithium-ion batteries.

　　The first domestic wind power hydrogen production industrial application project appeared in Zhangjiakou, Hebei Province. According to reports, in March this year, the project has completed the entire structure and decoration of the wind power hydrogen production project. All hydrogen production equipment has been installed and 95% of the hydrogen production system pipelines have been completed. The next step will be to install lithium The ion battery manufacturer is ready for debugging. Up to now, the project has completed investment of 650 million yuan.

　　Meng Wei, spokesperson of the National Development and Reform Commission, said on July 16 that it will actively promote the transformation and development of wind power and photovoltaic power generation, support various entities in investing and building energy storage systems in accordance with market-oriented principles, and make overall plans for the development of hydrogen energy. At present, Jilin, Inner Mongolia, Qinghai, Sichuan, Ningxia and other provinces and regions have also planned to use wind power and other renewable energy sources to produce hydrogen.

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