With the advent of the hydrogen energy era, these concept stocks are expected to benefit

category:Finance
 With the advent of the hydrogen energy era, these concept stocks are expected to benefit


According to the white paper on Chinas hydrogen energy and fuel cell industry released by the hydrogen energy alliance, Chinas fuel cell vehicle production capacity will gradually start in 2019, about 2000 vehicles / year, and it is planned to reach 50000 vehicles / year in 2020-2025, 1.3 million vehicles / year in 2026-2035, and 5 million vehicles / year in 2036-2050. According to the China Industrial Development Research Network, 97 and 121 fuel cell vehicles were produced and sold in August this year, up 438.9% and 536.8% respectively over the previous year.

In order to keep on developing for a long time, favorable policies are frequent. On September 21, the Ministry of finance, the Ministry of industry and information technology, and the Ministry of science and technology jointly issued the notice on the demonstration and application of fuel cell vehicles. The demonstration period is tentatively set to be four years. During the demonstration period, the five departments will adopt the method of replacing subsidies with awards to give awards to the selected urban agglomerations for fuel cell vehicles according to the completion of their goals Industrialization of key core technologies, talent introduction, team building, demonstration and application of new models and new technologies. According to the Research Report of Sichuan financial securities, all provinces and cities have successively called on them. The local governments of Sichuan, Wuhan, Foshan and Yueyang have issued relevant policies and plans. It is expected that more local policies will be issued in the future, and the commercialization of hydrogen energy industry will be accelerated.

Concept stocks rising space clear

The market of the fuel cell plate fluctuated this year, with an amplitude of 38.54% and an increase of 10.22% during the year, which was below the market as a whole.

According to the rough statistics of securities times data treasure, there were 60 fuel cell related stocks, with a large correction range during the year. There were 21 stocks with a correction rate of more than 30%, only 19 stocks rose in September, and there were 7 concept stocks with a rise or fall of more than 5% in the month. Akoli, Meijin energy, Dewei new materials, yihuatong-u and hancable all had a correction rate of more than 40% during the year. According to the interim report, the net profit of hancable was 78.98% year-on-year, while akoli was 39.6%.

Satellite Petrochemical increased by 25.61% in the year, and was rated by 28 institutions, including 24 agencies that purchased ratings and 4 agencies that increased their holdings. As the largest domestic and worlds top five acrylic acid manufacturers and the upstream industry of fuel cells, satellite Petrochemical is the first private listed enterprise in China to form C3 industry integration pattern with propane as raw material. It is understood that as early as April 19, satellite Petrochemical established Zhejiang satellite Hydrogen Technology Co., Ltd. with its own funds, so as to better play the advantages of clean process of propane dehydrogenation and ethane cracking We will expand the hydrogen energy business, participate in the development of hydrogen utilization technology, seek the construction of hydrogenation station and actively participate in the development of domestic hydrogen utilization industry.

Future development advantages of energy storage and hydrogen energy

Under the guidance of the national 13th five year plan to comprehensively promote the reform of the power system, Chinas new energy development situation is more prominent, and the energy Internet construction will become the highlight. On the one hand, as the core component of the energy Internet, energy storage is the key supporting technology for the large proportion of renewable energy, the basis for the wide application of distributed energy and Microgrid, the premise of energy interconnection and sharing, and the link of multi network integration. On the other hand, as a clean secondary energy carrier, hydrogen can be easily converted into electricity and heat, with high conversion efficiency and many sources. As a bridge between renewable energy and traditional fossil energy, hydrogen energy can bridge the realization of hydrogen economy and the energy system of present or post fossil energy era. Therefore, hydrogen energy as a clean energy utilization is also an important part of the future energy reform. Source: Securities Times editor in charge: Zhang Mei_ NF2100

Under the guidance of the national 13th five year plan to comprehensively promote the reform of the power system, Chinas new energy development situation is more prominent, and the energy Internet construction will become the highlight.

On the one hand, as the core component of the energy Internet, energy storage is the key supporting technology for the large proportion of renewable energy, the basis for the wide application of distributed energy and Microgrid, the premise of energy interconnection and sharing, and the link of multi network integration. On the other hand, as a clean secondary energy carrier, hydrogen can be easily converted into electricity and heat, with high conversion efficiency and many sources. As a bridge between renewable energy and traditional fossil energy, hydrogen energy can bridge the realization of hydrogen economy and the energy system of present or post fossil energy era. Therefore, hydrogen energy as a clean energy utilization is also an important part of the future energy reform.