[hot stocks] the concept of hydrogen energy has risen sharply, and photovoltaic giants have entered the industrial chain.

Today, the three major indexes opened high and dived to turn green collectively, with the creative index falling more than 1% at one time. Among them, the hydrogen energy sector rose sharply, by the day's close, the hydrogen energy sector as a whole rose 4.5%, the first Hi-Tech, China Baoan, Meijin Energy and other stocks rose by the daily limit.

According to recent reports, Longji shares have officially entered the bureau of hydrogen energy, its hydrogen energy technology company was successfully registered on March 31, and Longji founder Li Zhenguo personally served as chairman and general manager. According to Tianyan data, the business scope of Xi'an Longji hydrogen Energy Technology Co., Ltd. (referred to as "Longji hydrogen Energy") includes: gas and liquid separation and purity equipment manufacturing; emerging energy technology research and development; energy-saving management services; technical services, technology development, technology consultation, technology exchange, technology transfer, technology promotion.

Dongguan Securities pointed out that Longji distributes hydrogen energy and plans to vigorously develop photovoltaic hydrogen production, which points out the future development of photovoltaic hydrogen production industry and opens up a new way for the application of photovoltaic. In the future, with the continuous development of photovoltaic power generation and hydrogen production technology, the cost is gradually reduced, photovoltaic hydrogen production will become a new direction of energy security and energy structure adjustment in China. The layout of hydrogen energy in Longji will bring new opportunities for the rapid development of the hydrogen energy industry.

According to the report of the Global Energy Internet Cooperation Organization, the electricity consumption of hydrogen production from electricity will reach 2 trillion kilowatt hours in 2050. According to reports, if the technology of electric fuel and raw materials realizes the deep substitution of electric energy, it is estimated that China's hydrogen production will reach 60 million tons in 2060, and the costs of hydrogen production from electrolytic water, hydrogen production from electricity and electricity will be greatly reduced. In the future, the hydrogen energy industry is expected to open a huge blue ocean market with the continuous decline of production costs.

In addition, in the field of automobiles, there is also a lot of room for hydrogen energy. Ping an Securities pointed out that hydrogen energy is an important alternative to fossil energy to achieve carbon neutralization. As hydrogen energy is gradually used in automotive, iron and steel and other industries, the utilization of hydrogen energy will gradually increase, and industries such as coking, chlor-alkali, propylene wan dehydrogenation and ethyl wan cracking will benefit from the application of by-product hydrogen. Hydrogen steelmaking is still in the stage of research and demonstration, so it is suggested that we should pay attention to the demonstration progress of head Company. Hydrogen fuel cell vehicles are expected to be popularized gradually because of their high energy efficiency, high safety, no emission, long life and so on.