core point of view
The “1+N” system of my country’s hydrogen energy industry policy has been established, and the pace of policy introduction by local governments has been accelerated, and the future development goals are clear and definite. Under the promotion effect of the five hydrogen energy demonstration city clusters, the scale of the hydrogen energy industry chain will continue to expand in 2022, and the industrialization process will continue to deepen. According to the policy guidelines issued by the state and local governments, the market size of downstream vehicle application scenarios will increase by about three times by the end of 2025. It is expected that the growth rate of vehicle production and sales will continue to accelerate in 23-25 years. The continuous expansion of the downstream vehicle scale will effectively drive the increase in the installed capacity of the midstream fuel cell power system. Driven by the scale effect, the cost of the fuel cell power system will continue to decline, thereby stimulating the commercialization of complete vehicles and parts. , Forming a benign closed loop, optimistic about downstream vehicle manufacturers and midstream suppliers of fuel cell systems and parts. In the upstream field of the hydrogen energy industry, from the perspective of cost, hydrogen production from fossil energy and industrial by-product hydrogen have obvious economic advantages in the short to medium term, and are expected to take the lead in benefiting from the market space brought by hydrogen as an energy carrier; in the medium and long term , with the iterative upgrading of technology, the continuous expansion of scale and the reduction of grid-connected electricity prices, the economy and environmental friendliness of hydrogen production by electrolysis of renewable energy will gradually become prominent, and it is expected to gradually replace the existing hydrogen production by fossil energy and industrial by-products. Hydrogen, it is recommended to pay attention to relevant operators and core equipment manufacturers in the field of hydrogen production.
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