SMM Network News: hydrogen fuel cell vehicles after the landing of the "award replacement" program, many places actively apply for model cities. It has been learned from a number of industry insiders that Beijing, Tianjin, Hebei, Shandong and other urban agglomerations have a strong willingness to "form groups". Guangdong in the Pearl River Delta region may declare separately, and Shanghai, Jiangsu and Zhejiang may declare separately.
The declaration conditions mainly include industrial basis, hydrogen energy supply and economy, application scenarios and so on. Among them, the application scenario clearly states: "No less than 100 fuel cell vehicles have been promoted, at least two hydrogenation stations have been built and put into operation, and the daily hydrogenation capacity of a single station is not less than 500kg." He Wei, an analyst at Oriental Fortune Securities, said it is expected that with the advance of the model cities, the release of bulk orders is expected to accelerate in the future, and companies with core technology and a certain size will have a first-mover advantage.
Driven by the policy, the heat of the hydrogen energy industry has been increasing recently. The 2020 United Nations Development Programme hydrogen Energy Industry Conference was held in Nanhai District of Foshan today. It is reported that the number of confirmed exhibitors has reached 275, an increase of 31% over the same period last year, basically covering the whole industry chain of hydrogen energy and fuel cells.
At the same time, Zhoushan City plans to build an offshore hydrogen island, and the Platinum Land Power Valley hydrogen Energy Research and Development Center in Zhuzhou, Hunan Province, with an investment of more than 20 million yuan, was also unveiled recently. Tu Zhengkai, a professor at Huazhong University of Science and Technology, has predicted that the domestic hydrogen energy market will exceed 10 billion yuan in 2022.
A number of institutions said that with the rapid expansion of China's hydrogen energy market, it is recommended to continue to pay attention to the leading enterprises in the hydrogen energy and fuel cell industry.
The financial union combs the relevant listed companies:
Stack system: Yihuatong-U, Tenglong shares, Han Cable shares, Xiongtao shares;
Regional application demonstration: Jiahua Energy, Meijin Energy;
Fuel cell heavy truck: Weichai Power;
Core compressor: snowman shares.
