光伏行业的领导者进入了氢能行业。 绿氢的未来市场容量是多少？ _东方财富网

原始标题：光伏领导者进入氢能行业。 绿氢的未来市场容量是多少？

概括

[PhotovoltaicleaderentersthehydrogenenergyindustryWhatisthefuturemarketcapacityofgreenhydrogen?】CurrentlylistedcompaniesincludingLongiSungrowBaofengEnergyetcareactivelydeployingthegreenhydrogenindustryInaninterviewwithareporterfromtheShanghaiSecuritiesNewssomeexpertssaidthatgreenhydrogenisakeyzero-carbonlinkconnectingrenewableenergyandsomeareasthataredifficulttoelectrifyHydrogenproductionfromrenewableenergyandfuelsandrawmaterialsfromelectricitywillbemycountry’scarbonneutralityTheimportanttechnicaldirectionofthetarget(ShanghaiSecuritiesNews)

recently,Longi sharesThrough its wholly-owned subsidiary Longi Green Energy Venture Capital, it established a joint venture with Shanghai Zhuque Investment to establish Xi’an Longi Hydrogen Energy Technology Co., Ltd. with a registered capital of 300 million yuan. This is another big move after Longi’s investment in Sente and a strong deployment of BIPV.

Currently includesLongi shares、Sungrow、Baofeng EnergyListed companies including others are actively deploying the green hydrogen industry. In an interview with a reporter from the Shanghai Securities News, some experts said that green hydrogen is a key zero-carbon link connecting renewable energy and some areas that are difficult to electrify. Hydrogen production from renewable energy and fuels and raw materials from electricity will be my country’s carbon neutrality. The important technical direction of the target.

　　Companies are competing to deploy green hydrogen

With the accelerated transformation of my country’s energy structure to green, low-carbon, and sustainability, photovoltaic hydrogen production is becoming a trend.

The industrial and commercial registration system shows that Xi’an Longji Hydrogen Energy Technology Co., Ltd. was successfully registered on March 31, 2021.shareholderInvested in Xi’an Longji Green Energy Venture Capital Management Co., Ltd. and Shanghai Zhuqueying Private EquityfundPartnership (Limited Partnership), LONGi founder Li Zhenguo personally served as chairman and general manager, which also marked LONGi’s official entry into Hydrogen Energy.

　　SungrowIn mid-March, the “SEP50” PEM electrolyzer was released, which is the PEM electrolyzer with the largest single cell power in China and the first mass-produced PEM electrolyzer of 50 square meters in China.SungrowDuring the “14th Five-Year Plan” period, 10 billion yuan will be invested in Yuncheng, Shanxi, to build a high-proportion clean energy consumption demonstration base in Yuncheng, which includes the construction of 2GW photovoltaic power plants and photovoltaic hydrogen production projects.

In addition, Cao Renxian, chairman of Sungrow, met with Lei Mingshan, party secretary and chairman of China Three Gorges Corporation in Beijing in January this year. The two parties expressed that they would strengthen joint R&D and innovation in photovoltaics and hydrogen production.

　　Baofeng Energy200MWp started construction in 2019 Solar energyA comprehensive demonstration project with an annual output of 160 million cubic meters of green hydrogen for power generation and 20,000 standard cubic meters per hour of electrolyzed hydrogen production facilities has been completed and commissioned in February this year and entered the trial production stage. After the project is fully put into production, the company may become the first company to use green hydrogen to replace fossil energy to achieve a truly carbon-neutral path.

　　Great Wall MotorAt the hydrogen energy strategy press conference held on March 29, it was stated that photovoltaic hydrogen will be used to produce hydrogen, and another 3 billion yuan will be invested in the research and development of hydrogen energy to achieve a production capacity of 10,000 sets. It will target the global hydrogen energy market share in 2025. The first three.

　　SinopecUnited GCL Group,Trina Solar4 new energy companies, Longji Group, and Zhonghuan Electronics, will carry out in-depth cooperation in the construction of large-scale centralized photovoltaic power generation and hydrogen production during the “14th Five-Year Plan” period.

　　Green Hydrogen has broad prospects for development

Hydrogen “burns” is water, which is known as the “ultimate energy” because of its environmental friendliness, and is regarded as one of the ways to solve energy resource problems and environmental crises.

It is understood that at present, hydrogen is mainly extracted from natural gas or coal, which is called gray hydrogen. The extraction process emits 830 million tons of carbon dioxide each year; the carbon dioxide is captured, stored, and used to avoid a large amount of hydrogen emissions, which is called blue Hydrogen; but the best solution is to use renewable energy to extract hydrogen from water by electrolysis, that is, green hydrogen.

Although there are still bottlenecks in the production of green hydrogen, such as single technology, low production capacity, and high cost, it is still considered by the industry to be an important technological direction for my country to achieve carbon neutrality goals.

The Global Energy Internet Development Cooperation Organization told reporters that hydrogen energy is one of the keys to achieving net zero emissions in the field of energy use. In some energy-using fields, such as smelting, aviation, chemical industry, etc., it is difficult to achieve complete electrification. Hydrogen energy is the key to achieving zero carbon in these fields. Electricity fuels and raw materials are also an important aspect of green hydrogen.

　　Longi sharesBai Yunfei, professional director of industrial research, believes that the low cost of photovoltaic power generation has brought opportunities to reduce costs for hydrogen production from electrolyzed water. At the same time, photovoltaic hydrogen production has created a new application scenario and broad market demand for photovoltaic power generation. The current global demand for hydrogen is about 60 million tons per year. If it is all produced by photovoltaic power generation, more than 1500GW of photovoltaic power is needed. In the next 30 years, the average annual new demand for hydrogen will be more than 2,000 tons, and about 900GW of photovoltaic installations will need to be added each year.

The Global Energy Internet Cooperation Organization report predicts that the electricity consumption for hydrogen production will reach 2 trillion kilowatt-hours in 2050. According to reports, if the electricity-based fuel and raw material technology achieves deep power substitution, my country’s hydrogen production is expected to reach 60 million tons in 2060, and the cost of hydrogen production by electrolysis of water, hydrogen by electricity, and methane by electricity will be greatly reduced.

　　Green Hydrogen touted around the world

In the past year, green hydrogen projects with a total value of more than 150 billion US dollars have been announced globally. According to incomplete statistics, the total amount of global related project plans has reached 80 GW. The Norwegian Rystad Energy Company estimates that it may require an investment of US$250 billion by 2040.

The EU Hydrogen Energy Strategy released by the European Union last year puts green hydrogen as the focus of the EU’s future development. The strategic plan is to make hydrogen energy an important part of the EU energy system by 2030, build 40 GW of electrolytic green hydrogen production capacity, and increase the production of green hydrogen to 10 million tons.

Germany’s “National Hydrogen Energy Strategy” proposes 38 specific measures, covering various aspects such as hydrogen production and application. It is reported that under the above-mentioned strategic framework, the projects launched by Germany respectively explore solutions to the mass production of electrolyzers, hydrogen production from offshore wind energy, and safe hydrogen transportation. It is expected that more than 200 partners will participate in the next 4 years.

In Asia, the Fukushima Hydrogen Energy Research Center in Japan was officially completed and put into operation last year. It is reported that this is currently the largest green hydrogen project completed in the world. The project is jointly developed by Toshiba, Tohoku Electric Power, Japan’s New Energy and Industrial Technology Development Organization (NEDO).

The project installed 10 MW electrolyzer equipment, powered by a 20 MW photovoltaic array, and connected a renewable energy source from the grid as a backup power source. This set of electrolyzer equipment can produce up to 100 kilograms of green hydrogen per hour.

The South Korean government has decided to cultivate 500 hydrogen energy companies by 2030 and 1,000 by 2040. To this end, the government will focus on supporting the research and development of materials, parts and equipment in the five major areas of hydrogen mobility, fuel cells, liquid hydrogen, hydrogen charging stations, and water electrolysis.

(Source: Shanghai Securities News)

(Editor in charge: DF398)