據(jù)研究機(jī)構(gòu)測算，到2050年，全球氫需求將達(dá)到6-8億噸/年。未來30年，全球年均新增的制氫規(guī)模約為2500萬噸，將帶動(dòng)太陽能光伏年新增裝機(jī)規(guī)模達(dá)900吉瓦，形成萬億級(jí)市場。據(jù)報(bào)道，日本“新能源產(chǎn)業(yè)技術(shù)綜合開發(fā)機(jī)構(gòu)”（NEDO）及東京都大學(xué)、信州大學(xué)等組成的研究團(tuán)隊(duì)近日成功利用陽光照射從水中分解出氧與氫的“光觸媒”作用，在氫能方面有了革命性的突破。在100平方米的大范圍試驗(yàn)中，成功分離出高純度氫。這一實(shí)驗(yàn)的成功有助于大量且低成本的制造氫的技術(shù)，標(biāo)志著日本實(shí)現(xiàn)了全球首例太陽能大規(guī)模制氫。研究團(tuán)隊(duì)表示，在100平方公尺的大范圍成功分離出氫是全球首例，該技術(shù)成果有助于未來大量且低成本地制造氫能源。該成果已發(fā)表在國際科學(xué)期刊“自然”（Nature）。
     據(jù)悉，目前制氫技術(shù)主要分為四種：化石原料制氫、化工原料制氫，工業(yè)尾氣制氫和電解水制氫。由于中國煤炭資源比較豐富，煤制氫技術(shù)占全國制氫技術(shù)的一半以上。到2025年中國制氫市場規(guī)模將超8800億元，近年來，氫能在社會(huì)發(fā)展中需求越來越大，具有經(jīng)濟(jì)優(yōu)勢的技術(shù)中降低制氫成本，是氫能推廣使用的關(guān)鍵。中國雖然具有豐富的煤炭資源優(yōu)勢，但會(huì)產(chǎn)生新的污染，不符合未來達(dá)到碳中和的目標(biāo)。電解水制氫方面，依靠傳統(tǒng)發(fā)電模式制氫則成本較高，而光伏制氫則具有明顯的成本優(yōu)勢。業(yè)內(nèi)人士表示，結(jié)合對(duì)氫氣產(chǎn)量的分析，2019年我國制氫行業(yè)的市場規(guī)模約為7175億元，預(yù)計(jì)到2025年，制氫市場規(guī)模將超過8800億元。據(jù)研究機(jī)構(gòu)測算，到2050年，全球氫需求將達(dá)到6-8億噸/年。未來30年，全球年均新增的制氫規(guī)模約為2500萬噸，將帶動(dòng)光伏年新增裝機(jī)規(guī)模達(dá)900吉瓦，形成萬億級(jí)市場。
      相比光伏產(chǎn)業(yè)而言，布局光伏制氫的公司并不多。證券時(shí)報(bào)·數(shù)據(jù)寶統(tǒng)計(jì)，目前有11家公司具備相關(guān)技術(shù)或投資該領(lǐng)域。光伏龍頭隆基股份早在2018年就開始關(guān)注和布局可再生能源電解制氫，近三年來，與國內(nèi)、海外知名科研機(jī)構(gòu)、權(quán)威專家進(jìn)行了深入的研發(fā)課題合作，在電解制氫裝備、光伏制氫等領(lǐng)域形成了技術(shù)積累。2021年3月末，隆基股份通過全資子公司隆基綠能創(chuàng)投與上海朱雀投資合資成立西安隆基氫能科技有限公司，進(jìn)行氫能產(chǎn)業(yè)化布局。11月15日晚間，北交所上市公司凱添燃?xì)庑歼M(jìn)軍光伏制氫產(chǎn)業(yè)。公告顯示，2021年11月11日，凱添燃?xì)馀c國能寧夏供熱有限公司簽署《戰(zhàn)略合作協(xié)議》。協(xié)議雙方擬利用公司廠區(qū)建筑屋頂及空地建設(shè)分布式光伏制氫示范項(xiàng)目，所有發(fā)電量全部自發(fā)自用。公司負(fù)責(zé)氫氣的制取和儲(chǔ)存、開發(fā)應(yīng)用，國能寧夏供熱有限公司負(fù)責(zé)光伏發(fā)電設(shè)施的建設(shè)。
      同日，凱添燃?xì)馀c四川智慧綠動(dòng)能源有限公司簽署《戰(zhàn)略合作協(xié)議》，雙方擬合作開發(fā)清潔能源項(xiàng)目，包括但不限于天然氣能源、光伏制氫、風(fēng)力制氫、生物質(zhì)能源、光熱能源、熱載體能源、垃圾焚燒發(fā)電以及能源儲(chǔ)備和輸配等領(lǐng)域。寶豐能源10月14日在互動(dòng)平臺(tái)表示，公司光伏制氫裝置全部投產(chǎn)后可年產(chǎn)2.4億標(biāo)方綠氫和1.2標(biāo)億方綠氧，項(xiàng)目配套建設(shè)2x100MWp光伏發(fā)電裝置，自備光伏發(fā)電約占三分之一，其余擬主要通過其他新能源所發(fā)電量調(diào)節(jié)彌補(bǔ)。
     數(shù)據(jù)寶統(tǒng)計(jì)，截至11月15日收盤，今年以來光伏制氫概念股平均漲幅達(dá)到47.46%，高出滬指45個(gè)百分點(diǎn)以上。陽光電源、億利潔能、凱添燃?xì)?、美錦能源等4股漲幅超60%。陽光電源漲幅翻倍位居榜首，公司10月9日在互動(dòng)平臺(tái)表示，今年3月推出國內(nèi)首款最大功率250KW的SEP50 PEM制氫電解槽，目前已簽訂光伏制氫示范項(xiàng)目。截至三季度末，這些光伏制氫概念股合計(jì)1406家機(jī)構(gòu)持倉。隆基股份機(jī)構(gòu)扎堆最為明顯，共861家機(jī)構(gòu)持有該股，公司前十大流通股東中，北上資金持倉市值達(dá)到554億元，高瓴資本持倉市值261億元，中央?yún)R金持倉市值66億元。11月以來公司股價(jià)小幅下跌5.53%，最新市值回落到5000億以下。數(shù)據(jù)寶統(tǒng)計(jì)，這些概念股超半數(shù)滾動(dòng)市盈率不到30倍，其中寶豐能源、億利潔能、凱添燃?xì)馐杏示?0倍以下。按照5家以上機(jī)構(gòu)一致預(yù)測數(shù)據(jù)，隆基股份、陽光電源、寶豐能源3股獲機(jī)構(gòu)預(yù)測今年凈利潤增速30%以上。

By 2050, global demand for hydrogen will reach 600-800 million tons per year, according to research institutes.  In the next 30 years, the global average annual increase of hydrogen production is about 25 million tons, which will drive the annual increase of solar photovoltaic installed capacity to 900 gigawatts, forming a trillion-level market.   A Japanese research team led by NEDO, Tokyo Kyoto University and Shinshu University has made a revolutionary breakthrough in hydrogen energy by using photocatalysis, which separates oxygen and hydrogen from water through sunlight.   High purity hydrogen was successfully separated in a large scale test of 100 square meters.   The success of the experiment, which helps produce hydrogen in large quantities and at low cost, marks Japan's achievement of the world's first large-scale solar hydrogen production.  The successful separation of hydrogen over an area of 100 square meters is the first of its kind in the world and could help produce hydrogen energy in large quantities and at low cost in the future, the team said.  The results have been published in the international scientific journal Nature.  

It is reported that the current hydrogen production technology is mainly divided into four kinds: fossil raw material hydrogen, chemical raw material hydrogen, industrial tail gas hydrogen and electrolytic water hydrogen.   Due to China's abundant coal resources, coal hydrogen production technology accounts for more than half of the country's hydrogen production technology.  By 2025, the market size of hydrogen production in China will exceed 880 billion yuan. In recent years, the demand for hydrogen energy is increasing in social development, and reducing the cost of hydrogen production among economically advantageous technologies is the key to promoting the use of hydrogen energy.   Although China has the advantage of abundant coal resources, it will generate new pollution, which is not in line with the goal of carbon neutrality in the future.  In the aspect of hydrogen production by electrolysis of water, the cost of hydrogen production by traditional power generation mode is high, while photovoltaic hydrogen production has obvious cost advantage.  Combined with an analysis of hydrogen production, the market size of China's hydrogen production industry was about 717.5 billion yuan in 2019, and is expected to exceed 880 billion yuan by 2025, industry insiders said.  By 2050, global demand for hydrogen will reach 600-800 million tons per year, according to research institutes.  In the next 30 years, the global average annual increase of hydrogen production is about 25 million tons, which will drive the annual increase of photovoltaic installed capacity to 900 gw, forming a trillion-level market.  

Compared with the photovoltaic industry, the layout of photovoltaic hydrogen production companies are not many.  Securities Times · Data Treasure statistics, currently there are 11 companies with relevant technology or investment in the field.  As early as 2018, Longji, the leading photovoltaic company, began to pay attention to the layout of renewable energy electrolysis hydrogen production. In the past three years, it has carried out in-depth cooperation with domestic and overseas well-known scientific research institutions and authoritative experts in research and development projects, and formed technology accumulation in electrolysis hydrogen production equipment, photovoltaic hydrogen production and other fields.   At the end of March 2021, Xi 'an Longji Hydrogen Technology Co., Ltd. was established by Longji Green Energy Venture Capital, a wholly-owned subsidiary of Longji, and Shanghai Rosefinch Investment to carry out the layout of hydrogen energy industrialization.  On the evening of November 15, Kaitian Gas, a company listed on the North Stock Exchange, announced its entry into the photovoltaic hydrogen production industry.  According to the announcement, on November 11, 2021, Kaitian Gas and Guoneng Ningxia Heating Co., Ltd. signed a strategic cooperation agreement.  Both parties plan to build a distributed photovoltaic hydrogen production demonstration project on the roofs and vacant lots of the company's factory buildings, and all the electricity generated will be self-used.  The company is responsible for hydrogen production, storage, development and application, while Guoneng Ningxia Heating Co., Ltd. is responsible for the construction of photovoltaic power generation facilities.  

On the same day, kai tian gas and sichuan wisdom green dynamic energy co., LTD. Signed the strategic cooperation agreement, the two sides to cooperative development of clean energy projects, including but not limited to natural gas energy, solar hydrogen production, hydrogen production from wind, biomass energy, thermal energy, heat energy, waste incineration power generation and energy reserves and distribution, etc.   Baofeng Energy said on the interactive platform on October 14 that the company can produce 240 million cubic meters of green hydrogen and 120 million cubic meters of green oxygen per year after all the photovoltaic hydrogen production devices are put into operation. The project supporting construction of 2x100MWp photovoltaic power generation devices, about one-third of the self-provided photovoltaic power generation, the rest of the plan is mainly through other new energy generation adjustment to make up.  

According to Data Bao statistics, as of November 15, the average increase of photovoltaic hydrogen production concept stocks this year reached 47.46%, more than 45 percentage points higher than the Shanghai Stock Index.   Sunshine power supply, Yi Li Jie Energy, Kai Tian gas, Meijin energy and other 4 stocks rose more than 60%.   Sunshine Power, which doubled to top the list, said on the interactive platform on Oct. 9 that it launched China's first 250KW SEP50 PEM hydrogen electrolytic cell in March this year, and has signed a demonstration project of photovoltaic hydrogen production.   As of the end of the third quarter, these photovoltaic hydrogen concept shares total 1,406 institutions hold positions.  Longji is the most obvious group of institutions, with a total of 861 institutions holding the stock. Among the top ten circulating shareholders of the company, the market value held by Beishang Capital reaches 55.4 billion yuan, hillhouse Capital 26.1 billion yuan, and Central Huijin 6.6 billion yuan.  Since November, the company's share price has fallen slightly by 5.53%, bringing its latest market value back below $500 billion.  Data bao statistics, more than half of these concept stocks rolling earnings ratio is less than 30 times, baofeng Energy, Yi Li Jie Energy, Kai Tian gas earnings ratio are below 20 times.  According to more than 5 institutions consistent forecast data, Longji shares, sunshine power supply, Baofeng energy 3 shares by institutions forecast net profit growth of more than 30% this year.