TOP 8
On December 1st, it was reported that Sinopec will invest 20 billion yuan in the construction of a green power and hydrogen energy comprehensive project in Ulanqab, Inner Mongolia. The plan includes onshore wind power hydrogen production integration projects and hydrogen pipelines. The 400-kilometer hydrogen pipeline will connect the hydrogen production plant in Ulanqab and Sinopec's Yanshan Petrochemical in Beijing, with an annual throughput of 100,000 tons of hydrogen. Related projects will be led by Sinopec New Energy Company Sinopec New Star Inner Mongolia Green Hydrogen New Energy Co., Ltd.
ICC Hydrogen Energy Comments: Pipeline hydrogen transportation is the most economical and safe method of hydrogen transportation. China is in the stage of following in the field of hydrogen transportation pipelines. The total mileage of existing hydrogen transportation pipelines is only about 400 kilometers. They are mainly distributed in areas such as the Bohai Bay Rim and the Yangtze River Delta, and the completed projects are mainly used in chemical industry parks.
top 7
At the beginning of the year, the second batch of city clusters for the demonstration application of fuel cell vehicles was approved, and the Henan city cluster led by Zhengzhou City and the Hebei city cluster led by Zhangjiakou, Hebei were on the list. After the participation of Henan and Hebei demonstration city clusters, the "3+2" pattern of hydrogen fuel cell demonstration city clusters were formed.
ICC comments on hydrogen energy: my country’s hydrogen energy development route is “commercial vehicles surround other application fields”, and the establishment of fuel cell vehicle demonstration city clusters has given the hydrogen energy development route landing support.
TOP 6
In November, academician Xie Heping and his doctoral team from Shenzhen University/Sichuan University published a research result entitled "A membrane-based seawater electrolyzer for hydrogen generation" on Nature with Shenzhen University as the first unit. For the first time, this study created a new principle and technology of in-situ direct electrolysis hydrogen production without desalination driven by phase change migration from the new idea of combining physical mechanics and electrochemistry. The technical breakthrough of high-efficiency seawater in-situ direct electrolysis hydrogen production technology without side reactions and additional energy consumption (that is, using seawater as pure water and directly in-situ electrolyzing hydrogen production in seawater) has solved the problem that has plagued this field for half a century.
ICC Hydrogen Energy Comments: Offshore wind and light resources are abundant. If green power such as wind power, photovoltaics, etc. can be used to directly electrolyze seawater to produce hydrogen, it will open the door to low-cost fuel production and accelerate the commercialization of green hydrogen.
top 5
In December, China Hydrogen Technology, a hydrogen energy company under the State Power Investment Corporation, officially announced that it had completed a new round of B-round financing. It is reported that the financing amount completed in this round is 4.5 billion yuan, which is the largest single round of equity financing in the domestic hydrogen energy industry so far. The post-investment valuation of China Hydrogen Technology jumped to 13 billion yuan, making it the unicorn company with the highest valuation in the hydrogen energy industry.
ICC Hydrogen Energy Comments: The wave of investment in the hydrogen energy industry ebbs and flows, but the determination to develop hydrogen energy is always firm.
top 4
On November 28th, Jiangsu Guofu Hydrogen Energy Technology and Equipment Co., Ltd. and the People's Government of Chayouzhong Banner, Ulanqab City, held an investment signing ceremony for the "New Energy Hydrogen Production and Liquefaction Demonstration Project" and the third batch of wind and solar hydrogen production in Inner Mongolia. The launching ceremony of the chemical demonstration project. The project plans to build 5000Nm³/h electrolytic water hydrogen production equipment, a 10TPD liquid hydrogen plant, and supporting 2 comprehensive energy stations and downstream supporting applications, with a total investment of about 500 million yuan; after the project is completed, it will promote water electrolysis hydrogen production and liquid hydrogen Technology research and development and industrialization promotion in the fields of storage and transportation, complete sets of equipment for hydrogen refueling stations, etc.
ICC Hydrogen Energy Comments: my country will make significant progress in liquid hydrogen technology in 2022, including the commissioning of the first phase of my country's first large-scale commercial liquid hydrogen plant, the start of the design of PetroChina's Wuhai liquid hydrogen demonstration project, and the release of Changzheng Automobile's liquid hydrogen fuel cell technology achievements, The GCN liquid hydrogen machine project landed in Gongyi, Henan, the Zhongke Fuhai Anhui liquid hydrogen plant project started in full swing, and listed companies established a liquid hydrogen venture capital fund.
top 3
On November 22nd, Guohong Hydrogen Energy Technology (Jiaxing) Co., Ltd. (hereinafter referred to as "Guohong Hydrogen Energy") submitted a report to the main board of the Hong Kong Stock Exchange. This is another domestic hydrogen fuel cell company that intends to raise funds through the Hong Kong capital market after SinoHytec, the "first hydrogen energy stock", obtained a Hong Kong IPO pass on October 22nd.
Guohong Hydrogen Energy stated in the prospectus that the company is a leading technology-based hydrogen fuel cell company focusing on research, development, production, and sales of hydrogen fuel cell stacks and hydrogen fuel cell systems. Since its establishment, through continuous technological innovation and product iteration, the company has effectively promoted the transformation of China's hydrogen fuel cell industry and the innovation, development, and commercialization of hydrogen energy technology. In terms of hydrogen fuel cell stack shipments, Guohong Hydrogen has ranked first in the Chinese market for five consecutive years from 2017 to 2021. In terms of shipments of hydrogen fuel cell systems equipped with self-produced stacks, the company has Rank No. 1 in the Chinese market in 2021. Based on the shipments of hydrogen fuel cell stacks and the shipments of hydrogen fuel cell systems equipped with self-produced hydrogen fuel cell stacks, the company occupies 24.1% and 21.2% of the Chinese market respectively.
ICC Hydrogen Energy Comments: Also this year, the news that Guofu Hydrogen Energy withdrew its IPO application, and Shanghai Jiehydro and Shanghai Zhizhen suspended their IPOs dealt a serious blow to the hydrogen energy industry. The hydrogen energy industry is faltering and its products are valuable. There is no city and the market is full of fog. The hydrogen energy industry is still waiting for flowers to bloom.
TOP 2
Sinopec's first megawatt-scale renewable electricity electrolysis hydrogen production demonstration project - the "green electricity to green hydrogen" project has made key progress. In November, the Zhongyuan Oilfield achieved intermediate delivery; in December, the core equipment of the project, the largest single set of proton exchange membrane (PEM) electrolyzed water hydrogen production devices in China, was put into operation. The project has an electrolysis power of 2.5 MW by electrolyzing water to produce hydrogen, creating a demonstration and scientific research and innovation platform for the development of renewable energy green hydrogen industry and providing a technical guarantee for the development of Sinopec's green hydrogen industry. After the project is put into operation, it is estimated that the annual consumption of renewable electricity will be 25.2 million kWh, which is equivalent to reducing more than 2,000 tons of carbon dioxide emissions. Nissan produces 1.12 tons of high-purity "green hydrogen" (hydrogen purity of 99.9995%), which can be filled with 60 hydrogen buses.
ICC Hydrogen Energy Comments: In 2022, central enterprises including three barrels of oil will continue to increase investment in green hydrogen projects. Green hydrogen will be the most dynamic market in the hydrogen energy industry in 2022. ·
TOP 1
On March 23rd, the National Development and Reform Commission and the National Energy Administration issued the "Mid- and Long-Term Plan for the Development of Hydrogen Energy Industry (2021-2035)", which deployed important measures to promote the high-quality development of the hydrogen energy industry and the goals of various stages of industrial development.
ICC Hydrogen Energy Comments: The "Plan" for the first time determined the strategic position of hydrogen energy in the form of official documents and plans, and clarified the important role hydrogen energy plays in the national energy system. In the past, in the development of hydrogen energy in our country, all walks of life talked about and fought independently. The root of the problem lies in the lack of top-level design. The "Plan" is the first time in official plans and documents at the national governance level that the strategic positioning of hydrogen energy has been described so clearly and its status has been elevated to such an important level.
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