China has released a medium and long-term plan for hydrogen energy development, positioning hydrogen energy as an important part of the future national energy system and a carrier of green energy transformation, and plans to gradually establish a complete hydrogen energy industry system in the next 15 years. In the process of planning and implementation, leading enterprises are required to lead the layout of the hydrogen energy industry chain at a high level across the country. At present, there are many central enterprises in China that have deeply laid out the hydrogen energy industry chain and are playing such a leading role.

Seedao.com combed and found that with Sinopec, PetroChina, CNOOC, State Power Investment Corporation, State Grid, China Datang, Huadian Group, Three Gorges Group, Dongfang Electric, China Power Construction, China Energy Construction, National Energy Group, China State-owned enterprises represented by Shipbuilding, CRRC, FAW Group, and Dongfeng Motor are developing hydrogen energy, and the layout in the first half of 2022 will be very large. The details are as follows.

Sinopec: Layout of the whole industry chain

Sinopec is a domestic energy giant. Under the background of the national energy strategic transformation, Sinopec has also carried out a comprehensive layout of the hydrogen energy industry, and proposed the goal of becoming "China's No. 1 hydrogen energy company". Sinopec's development goal during the "14th Five-Year Plan" period is to build the country's largest network of hydrogen refueling stations, and the cumulative output of renewable energy hydrogen production exceeds one million tons, while focusing on the field of hydrogen energy transportation and green hydrogen refining.

On the whole, Sinopec continues the violent momentum of last year, actively deploying in the field of hydrogen energy, and relying on the group's strong comprehensive capabilities to build an integrated supply chain of hydrogen energy "production-storage-transportation-plus".

PetroChina: Continue to make efforts on the supply side

PetroChina deploys and develops hydrogen energy in accordance with the three-step strategy of "strategic layout, steady promotion, and scale development", focusing on efforts to diversify hydrogen production, low-cost and high-efficiency hydrogen storage and transportation, and strive to build a leading domestic hydrogen energy supplier, trader, service provider business.

In 2022, PetroChina will continue to develop the hydrogen energy supply side by relying on its own abundant energy resources, and even promises to occupy 30% of the domestic hydrogen supply market by 2050. With the increasing demand for hydrogen energy supply in the future, in order to achieve the above goals, PetroChina will continue to make efforts on the hydrogen energy supply side.

CNOOC: Steady and steady, and gradually explore

CNOOC pays attention to integration and coordination in the field of hydrogen energy deployment, accelerates the development of offshore wind power, develops onshore wind power based on the best, develops hydrogen energy business according to local conditions, explores the development of multi-energy complementary comprehensive energy supply system, and is striving to achieve CNOOC's "14th Five-Year Plan" At the end of the year, the proportion of new energy and new industry revenue will reach the target of 10%.

Among the "three barrels of oil", CNOOC is relatively slow to deploy the hydrogen energy industry, and is still in the stage of gradual exploration. Under the country's "dual carbon" goal, the development of hydrogen energy is expected to bring business growth to CNOOC.

State Power Investment Corporation: Accelerating the landing of the hydrogen energy industry

State Power Investment Corporation is one of the five major power generation groups in China. It is the only comprehensive energy enterprise group in the country that simultaneously owns hydropower, thermal power, nuclear power and new energy assets. It is also one of the earliest central enterprises to develop the hydrogen energy industry. An important force in the industrialization of fuel cells.

SPIC is working with local governments and related enterprises to promote the demonstration application of hydrogen energy to provide impetus for the low-carbon transformation of energy. In the new round of competition in the hydrogen energy industry, the State Power Investment Corporation may have greater potential.

State Grid: Deeply tap the potential to promote energy conversion and utilization

State Grid has leading technology in the fields of hydrogen production and hydrogen power generation, and has profound experience and talent accumulation in hydrogen power station technology research and development, planning and design, construction, operation and maintenance, and industrial chain applications.

State Grid is building a new power system with new energy as the main body, and is committed to realizing the transformation and supply from clean electricity to hydrogen energy. In the context of energy transformation, its prospects are very broad.

China Datang: Steady progress in hydrogen energy development

China Datang Group anchors the vision and goal of "building a world-class energy supplier with 'green and low-carbon, multi-energy complementarity, efficient coordination, and digital intelligence'", and is building a hydrogen energy industry development base, market application, hydrogen energy technology research, and research and development platform. In-depth exploration has been carried out on cooperative innovation and joint training of talents.

The "dual carbon" goal brings opportunities and challenges to the power generation industry. The development of China Datang Group's hydrogen energy industry is steadily advancing, and the follow-up development of its hydrogen energy industry is worthy of attention.

Huadian Group: Continue to make efforts in scientific and technological research and development

Getting involved in hydrogen energy is an important part of Huadian Group's efforts to achieve the "dual carbon" goal, and has completed the first domestic research project on renewable energy hydrogen production, large-scale energy storage and comprehensive utilization of hydrogen energy. At present, Huadian Group is actively working with leading enterprises in the hydrogen energy industry to realize the strategic development and transformation of hydrogen energy.

In the field of hydrogen energy, Huadian Group adopts a diversified approach of independent innovation and cooperative development to strengthen the research and development of core technologies. Huadian Group makes extensive friends and has a deep layout, which can enable it to tackle key problems in science and technology and industrialization, high-end equipment manufacturing, renewable energy and hydrogen energy. It has more advantages in terms of coordinated development.

Three Gorges Group: Investing in the entire hydrogen energy industry chain

China Three Gorges Corporation is the world's largest hydropower development company and China's largest clean energy group. In the field of hydrogen energy, a green hydrogen technology and application innovation center has been established, and efforts have been made in technological innovation, demonstration promotion, industrial ecology and capital investment, and actively promote the implementation of green hydrogen technology and application demonstration projects, and have made great progress.

The hydropower resources are very rich, which provides an inherent advantage for the Three Gorges Group to actively promote the development of hydrogen energy. At the same time, China Three Gorges Group is also actively exploring demonstration applications in the fields of automobiles and ships, contributing to the promotion of the construction of a green and low-carbon industrial system and the transformation and upgrading of the industry.

Dongfang Electric: Building a Complete Hydrogen Energy Industry System

As a central enterprise, Dongfang Electric has been deploying hydrogen energy since 2010. After more than ten years of hard work, it has mastered the key core technologies of fuel cells, and has formed an overall solution for the whole industry chain of hydrogen production, hydrogen storage, hydrogen filling and hydrogen use. program supply capacity. Dongfang Hydrogen Energy and Dongfang Boiler are the two main bodies of the Group's hydrogen energy business, and jointly support Dongfang Electric's hydrogen energy strategic development.

The layout of Dongfang Electric takes the Chengdu-Chongqing Hydrogen Corridor as the main axis, and helps to create a "Chengdu + Chongqing + N" hydrogen energy industry cluster. Based on the southwest, it will further build a complete hydrogen energy industry system nationwide. The complete hydrogen energy and fuel cell industry ecology may promote the positive development of the entire hydrogen fuel cell industry in the future.

POWERCHINA: Based on China, Going to the World

As the world's largest power designer and contractor, POWERCHINA is committed to integrating upstream and downstream enterprises in the hydrogen energy industry chain and integrating international high-quality hydrogen energy resources. It has actively promoted a number of green hydrogen projects in many countries around the world and achieved good results.

With the proposal of China's "dual carbon" goal and the establishment of the goal of building a new power system, POWERCHINA is committed to the market development and business model exploration of various hydrogen energy-related businesses at home and abroad, so as to achieve the goal of using hydrogen energy to achieve deep decarbonization .

Energy China: Actively promoting hydrogen production from renewable energy

Energy China is a comprehensive large-scale group company that provides overall solutions and whole industry chain services for energy, power, infrastructure and other industries. The company relies on the hydrogen energy company to carry out research on the front-end technology of hydrogen energy, explore the business model of hydrogen energy, and comprehensively deploy the hydrogen energy industry chain. "Hydrogen replacement" energy supply system.

Energy China is not only pioneering and innovating in the way of hydrogen energy utilization, but also focusing on the field of core technology innovation, making efforts to truly realize the cheap and efficient application of hydrogen energy.

National Energy Group: Deeply cultivate the hydrogen energy supply side and create a "green hydrogen supply chain"

National Energy Group has unique advantages in the hydrogen energy industry. It has put forward the development idea of "technical reserve, project demonstration, and foreign cooperation", and cultivated strategic emerging industries such as hydrogen energy in an orderly manner. At present, the company is accelerating the layout from hydrogen production to hydrogen refueling. The hydrogen energy of the station utilizes the whole industry chain.

The National Energy Group is taking hydrogen supply as the entry point, gradually deploying to the whole industry chain, and actively creating a "green hydrogen supply chain" system. It has a profound impact on the continuous promotion of the high-quality development of the hydrogen energy industry.

China Shipbuilding: Leading the Development of Core Equipment Technology for Hydrogen Energy Utilization

China State Shipbuilding Corporation is the largest research and production enterprise of electrolyzed water hydrogen production equipment in China. In the field of hydrogen energy, it has formed unique advantages in technology, talents and industrial chain. CSSC 712 is the leading and dominant unit in domestic fuel cell technology research, and has achieved autonomy in key technologies; CSSC 718 has a domestic market share of over 65% for hydrogen production equipment, and its products and equipment are exported to more than 20 countries and regions. The hydrogen production technology of pressure electrolysis water and the hydrogen production level of alkaline water electrolysis are leading in the country.

China Shipbuilding Group has not only achieved good results in the fuel cell business, but also made every effort to promote the "going to sea" of hydrogen energy equipment. The hydrogen energy industry has become an important growth pole of its company's new energy industry sector.

CRRC: Continuous breakthroughs in hydrogen fuel cell technology

CRRC is a large central state-owned enterprise. Its business scope covers chemical machinery manufacturing, tire and rubber product manufacturing, automobile and parts manufacturing and other fields. Its main products include coaches, off-road vehicles, buses, fast food vehicles, engineering repair vehicles and Battery forklifts, etc. In recent years, CRRC Group has continuously accelerated the development speed and intensity of the hydrogen energy industry chain. The hydrogen fuel cell vehicle business and the hydrogen energy tram business have performed well.

In 2022, the hydrogen fuel cell business of CRRC Group has made a number of breakthroughs, which will open up space for the group's next market expansion.

FAW Group: Pioneering the Industry

FAW Jiefang, as the "eldest son of the national car", has become one of the largest automobile enterprise groups in China after more than 60 years of development, and has been ranked among the world's top 500 companies for 8 consecutive years. When shaping the new Hongqi brand, it proposed to directly cut into the new energy track. Its "Hydrogen Win Plan" with hydrogen as the main power source plans to realize the commercialization of hydrogen fuel cell products and the industrialization of distributed drive technology by 2030. Energy vehicle sales accounted for 60%.

Breakthroughs have been made in the two technical routes for the application of hydrogen energy vehicles, demonstrating FAW Group's strong technical research capabilities and technical accumulation.

Dongfeng Motor: Pushing hydrogen energy vehicles into the fast lane

Dongfeng Motor is committed to building the entire R&D chain of hydrogen energy vehicles and insists on independent development. From basic materials to core components, bipolar plates, membrane electrodes, stacks, system integration, and vehicle applications, it has established advanced laboratories and intermediate test production capacity.

Dongfeng Motor continues to expand the market and multi-field application scenarios of hydrogen fuel cell vehicles, and relies on its perfect market layout and numerous project achievements to make itself better in the market. Editor / Xu Shengpeng