據(jù)國家企業(yè)信用信息公示系統(tǒng)消息，西安隆基氫能科技有限公司于3月31日注冊(cè)成功，這意味著隆基正式入局氫能。 值得注意的是，隆基這次拉上了知名百億私募朱雀基金，并且由隆基創(chuàng)始人李振國擔(dān)任新公司的董事長、總經(jīng)理。兩家巨頭合作，自然引發(fā)頗多聯(lián)想。其一：一個(gè)月前，隆基剛剛宣布擬入股森特股份（603098），強(qiáng)勢布局BIPV（光伏建筑一體化）領(lǐng)域，如今繼續(xù)進(jìn)軍氫能，不斷延伸產(chǎn)業(yè)鏈背后有哪些考量？ 其二：今年以來如長城汽車、中國石化、上海電氣、陽光能源等公司均發(fā)布相關(guān)消息，布局氫能。市場追捧之下，氫能的潛力幾何？ 其三：氫能概念從2019年炒作至今，資本市場早已從關(guān)注概念到關(guān)注產(chǎn)業(yè)鏈建設(shè)。隆基布局氫能，到底有何優(yōu)勢？
01?
       產(chǎn)業(yè)化布局“光伏制氫”，氫能板塊大漲4.5%. 光伏龍頭隆基股份正式殺入氫能領(lǐng)域。 工商信息顯示，3月31日，西安隆基氫能科技有限公司（以下簡稱隆基氫能）注冊(cè)成立，注冊(cè)資本3億元。隆基氫能股東為隆基股份全資子公司西安隆基綠能創(chuàng)投管理有限公司與上海朱雀嬴私募投資基金合伙企業(yè)（有限合伙）。隆基股份方面告訴粉巷財(cái)經(jīng)（ID：nbdfxcj），隆基早在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，下一步將進(jìn)行氫能產(chǎn)業(yè)化布局。 事實(shí)上，今年3月16日，隆基股份戰(zhàn)略管理中心總經(jīng)理蔣東宇在北京召開的第六屆中國能源發(fā)展與創(chuàng)新論壇上，就表示過對(duì)氫能的看好：未來，氫能需求將十分可觀，綠氫將推動(dòng)光伏產(chǎn)業(yè)快速增長。
     蔣東宇介紹，隨著光伏產(chǎn)業(yè)的發(fā)展，“光伏+”的多樣化應(yīng)用場景逐漸涌現(xiàn)，并實(shí)現(xiàn)經(jīng)濟(jì)社會(huì)多重效益。在眾多的“光伏+”模式中，“光伏+氫能”被普遍看好。以清潔的光伏電力和氫氣替代石油、天然氣能源，將顯著減少二氧化碳排放。 “到2050年，全球氫需求將達(dá)到6億噸/年~8億噸/年的規(guī)模，按照這一預(yù)期，未來30年，全球年均新增的制氫規(guī)模約為2500萬噸，將帶來新增光伏裝機(jī)年均900GW左右，從而形成萬億級(jí)的市場規(guī)模?！笔Y東宇稱。在隆基氫能注冊(cè)成立的前一天，隆基股份官方微信還發(fā)布了一篇題為《光伏+氫=綠氫，新能源跨界融合還能這么玩》的文章，文章提到： 當(dāng)光伏遇見氫能，一個(gè)全新的新能源應(yīng)用藍(lán)海出圈誕生。而“綠色氫氣”作為實(shí)現(xiàn)氣候目標(biāo)的新興領(lǐng)域，正成為行業(yè)焦點(diǎn)。
隆基入局氫能的消息發(fā)布在4月5日——清明節(jié)假期最后一天，4月6日本周首個(gè)交易日，氫能板塊大漲4.48%。厚普股份（300471）、富瑞特裝（300228）大漲20%，美錦能源（000723）、雪人股份（002639）、雄韜股份（002733）掀起一波漲停。
02?
      延伸產(chǎn)業(yè)鏈，搶灘光伏細(xì)分領(lǐng)域. 3月30日，國新辦舉行的中國可再生能源發(fā)展有關(guān)情況發(fā)布會(huì)上，國家能源局表示，到“十四五”末，可再生能源將從原來能源電力消費(fèi)的增量補(bǔ)充，變?yōu)槟茉措娏οM(fèi)增量的主體。隨著近年光伏裝機(jī)規(guī)模不斷擴(kuò)大，僅2020年我國新增裝機(jī)規(guī)模48.2GW。 在“雙碳”目標(biāo)之下，光伏將進(jìn)入下一個(gè)快速發(fā)展階段。中國光伏行業(yè)協(xié)會(huì)相關(guān)報(bào)告顯示，“十四五”國內(nèi)年均光伏新增裝機(jī)規(guī)模達(dá)70GW-90GW。
但光伏裝機(jī)量的不斷攀升，也帶來了另一個(gè)問題——電力消納，這也是目前光伏大規(guī)模發(fā)展的瓶頸之一。有新能源行業(yè)資深分析師表示，未來幾年，儲(chǔ)能能否在政策和市場的支持下實(shí)現(xiàn)大規(guī)模應(yīng)用，將成為突破電網(wǎng)消納瓶頸的關(guān)鍵途徑。 而光伏+氫正是解決光伏儲(chǔ)能問題的路徑之一。 隆基股份產(chǎn)業(yè)研究專業(yè)總監(jiān)白云飛表示，氫作為儲(chǔ)能介質(zhì)具有比鋰電池儲(chǔ)能更高的能量密度，非常適合作為幾天、幾周，甚至幾個(gè)月的長時(shí)間儲(chǔ)能手段，來解決光伏發(fā)電所遇到的日間不平衡，季度不平衡等問題，使光伏加儲(chǔ)能成為未來電力的終極解決方案。此外，白云飛稱，光伏制氫為光伏發(fā)電創(chuàng)造了一個(gè)新的應(yīng)用場景和廣闊的市場需求。目前全球氫氣需求量約6千萬噸/年，如果全部由光伏發(fā)電來生產(chǎn)，需要超過1500GW的光伏。未來三十年氫的年均新增需求在2000噸以上，每年需要新增約900GW光伏裝機(jī)。 對(duì)于隆基來說，在上游硅材料價(jià)格和供應(yīng)起伏較大的情況下，利用自身成本和技術(shù)優(yōu)勢，向下延伸產(chǎn)業(yè)鏈不失為一個(gè)搶占未來行業(yè)先機(jī)的決策。
     作為光伏行業(yè)龍頭，隆基在電池組件方面的技術(shù)優(yōu)勢明顯，且已經(jīng)形成規(guī)模效應(yīng)，如果能將此優(yōu)勢繼續(xù)延伸，實(shí)現(xiàn)制氫成本的持續(xù)降低，其市場競爭力將會(huì)不斷增強(qiáng)。 隆基股份表示，據(jù)初步計(jì)算，在光照好的地方，光伏制氫的電力成本約1毛5分錢，大幅低于現(xiàn)在制氫的電力成本，光伏制氫的競爭力也將逐漸增強(qiáng)，市場空間也將全面展現(xiàn)。 此前，隆基入股森特股份，布局BIPV業(yè)務(wù)也是在下游產(chǎn)業(yè)鏈不斷延伸的表現(xiàn)。而一旦這兩項(xiàng)業(yè)務(wù)成熟，隆基股份或許將在一個(gè)新的領(lǐng)域占據(jù)優(yōu)勢。
03?
政策力挺，多家公司宣布進(jìn)軍氫能領(lǐng)域, 日前召開的中央財(cái)經(jīng)委員會(huì)第九次會(huì)議強(qiáng)調(diào)，我國力爭2030年前實(shí)現(xiàn)碳達(dá)峰，2060年前實(shí)現(xiàn)碳中和。會(huì)議指出，要構(gòu)建清潔低碳安全高效的能源體系，控制化石能源總量，著力提高利用效能，實(shí)施可再生能源替代行動(dòng)，深化電力體制改革，構(gòu)建以新能源為主體的新型電力系統(tǒng)。 而氫能，被譽(yù)為21世紀(jì)最具發(fā)展?jié)摿Φ那鍧嵞茉?，氫燃燒的產(chǎn)物是水，是世界上最干凈的能源，同時(shí)，除核燃料外，氫的發(fā)熱值是所有化石燃料、化工燃料和生物燃料中最高的。 因此在“雙碳”目標(biāo)之下，氫能代替?zhèn)鹘y(tǒng)化石能源被寄予厚望。
     在“十四五”規(guī)劃綱要中，氫能與儲(chǔ)能已被列為前瞻謀劃的六大未來產(chǎn)業(yè)之一，目前已有多個(gè)省市出臺(tái)氫能產(chǎn)業(yè)專項(xiàng)政策。
英國石油公司BP最新發(fā)布的《世界能源展望》中指出，到2050年，氫能占終端能源消費(fèi)總量比例或?qū)⒃鲩L16%，其中電解水制氫將成供氫主體，中國的電解水制氫率先采用可再生能源，據(jù)中國氫能聯(lián)盟發(fā)布的白皮書顯示，到2050年，我國可再生能源電解制氫將占?xì)錃夤?yīng)結(jié)構(gòu)的70%。 而且在應(yīng)用方面，目前交通領(lǐng)域已進(jìn)入推廣應(yīng)用階段。 平安證券研報(bào)顯示，我國燃料電池汽車已進(jìn)入商業(yè)化初期，截至2020年底，我國燃料電池企業(yè)保有量7352輛。預(yù)計(jì)2050年氫能在中國終端能源體系中占比至少達(dá)到10%，交通運(yùn)輸領(lǐng)域用氫2458萬噸，約占該領(lǐng)域用能比例19%，燃料電池車產(chǎn)量達(dá)到520萬輛/年。
      值得注意的是，3月29日，長城汽車剛剛舉辦了一場氫能戰(zhàn)略發(fā)布會(huì)，表示將采用光伏制氫，再投入30億元用于氫能領(lǐng)域研發(fā)，以達(dá)到萬套產(chǎn)能規(guī)模，并于2025年劍指全球氫能市場占有率前三。 除此之外，陽光電源、寶豐能源、晶科科技等多家上市公司已經(jīng)進(jìn)入光伏制氫領(lǐng)域。 如陽光電源旗下新能源公司已經(jīng)與山西省榆社縣、屯留區(qū)簽署300MW光伏、50MW制氫以及500MW光伏制氫項(xiàng)目。

According to the State Enterprise Credit Information Publicity System, Xi 'an Longji Hydrogen Technology Co., Ltd. was successfully registered on March 31, which means Longji has officially entered the Bureau of Hydrogen Energy. It is worth noting that Longji this pull on the well-known private equity Zhuque Fund, and by the founder of Longji Li Zhenguo as the chairman of the new company, general manager. Two giant cooperation, cause quite a lot of association naturally. First: a month ago, Longji just announced that it plans to become a shareholder of Cent shares (603098), a strong layout of BIPV (photovoltaic building integration) field, now continue to march into hydrogen energy, and continue to extend the industrial chain behind what considerations?Second: since the beginning of this year, such as Great Wall Motor, Sinopec, Shanghai Electric, Sunshine Energy and other companies have released relevant news, layout of hydrogen energy. What is the potential of hydrogen energy in the market?Third, the hydrogen energy concept has been hyped since 2019, and the capital market has already shifted its attention from the concept to the construction of the industrial chain. What are the advantages of lung-based hydrogen energy?

01 ?

Industrialization layout of "photovoltaic hydrogen production", hydrogen energy sector rose by 4.5%. Photovoltaic leading Longi shares officially entered the hydrogen energy field. Industrial and commercial information shows that on March 31, Xi 'an Longji Hydrogen Technology Co., Ltd. (hereinafter referred to as Longji Hydrogen) was registered and established with a registered capital of 300 million yuan. Longji Hydrogen shareholders for Longji shares wholly-owned subsidiary Xi 'an Longji Green Energy Venture Management Co., Ltd. and Shanghai Zhuque won private equity investment fund partnership (limited partnership). Longji on shares tell powder lane (ID: NBDFXCJ) of finance and economics, longji begin to pay close attention to and layout as early as 2018, renewable energy electrolytic hydrogen production, nearly three years, with the well-known domestic and overseas research institutions and experts carried on the thorough research and development project cooperation, in the electrolytic hydrogen making equipment, such as solar hydrogen production field formed the technical accumulation, the next step will be the hydrogen industrial layout.In fact, on March 16 this year, Jiang Dongyu, general manager of Longi Strategic Management Center, expressed his optimism about hydrogen energy at the 6th China Energy Development and Innovation Forum held in Beijing: in the future, hydrogen energy demand will be very considerable, and green hydrogen will promote the rapid growth of photovoltaic industry.

Jiang Dongyu introduced that with the development of photovoltaic industry, diversified application scenarios of "photovoltaic +" have emerged gradually, and multiple economic and social benefits have been achieved. In numerous "photovoltaic +" mode, "photovoltaic + hydrogen energy" is generally optimistic.Replacing oil and natural gas with clean photovoltaic power and hydrogen will significantly reduce carbon dioxide emissions. "By 2050, the global hydrogen demand will reach 600 million tons/year ~ 800 million tons/year. According to this expectation, in the next 30 years, the global annual increase in hydrogen production will be about 25 million tons, which will bring about 900GW of new photovoltaic installed capacity annually, thus forming a trillion-level market scale."Jiang Dongyu said.The day before the establishment of Longji Hydrogen Registration, the official WeChat of Longji Group also released an article titled "Photovoltaic + Hydrogen = Green Hydrogen, New Energy Cross-boundary Fusion can also play this". The article mentioned that: when photovoltaic meets hydrogen energy, a new blue ocean of new energy application is born. And "green hydrogen" as an emerging field to achieve climate goals, is becoming the focus of the industry.

The news of Longji's entry into the Bureau of Hydrogen Energy was released on April 5, the last day of the Tomb Sweeping Day holiday. On April 6, the first trading day of the Japanese week, the hydrogen energy sector rose 4.48%. Houpu shares (300471), Fulite equipment (300228) rose 20%, Meijin energy (000723), Yeti shares (002639), Xiongtao shares (002733) set off a wave of trading limit.

02 ?

On March 30, the National Energy Administration said at a press conference on China's renewable energy development held by the State Information Office that by the end of the 14th Five-Year Plan period, renewable energy will become the main part of energy and electricity consumption instead of the original incremental supplement. With the continuous expansion of photovoltaic installed capacity in recent years, China will increase the installed capacity of 48.2GW in 2020 alone. Under the "double carbon" target, photovoltaic will enter the next stage of rapid development. China Photovoltaic Industry Association related report shows that in the "Fourteenth Five-Year" domestic annual average photovoltaic installed capacity of 70GW-90GW.

However, the increasing number of photovoltaic installations has also brought another problem - electricity consumption, which is one of the bottlenecks in the large-scale development of photovoltaic. A senior analyst in the new energy industry said that in the next few years, whether energy storage can be implemented on a large scale with the support of policy and market will become a key way to break through the bottleneck of power grid consumption.And photovoltaic + hydrogen is one of the ways to solve the problem of photovoltaic energy storage.Longji shares industry research director of professional sikong said, hydrogen as an energy storage medium has a higher energy density than lithium battery energy storage, very suitable for as the days, weeks, even months long time energy storage method, to solve the imbalance in the day, and photovoltaic power generation have encountered quarter imbalance and other issues, make the pv and energy storage become the ultimate power solution in the future. In addition, photovoltaic hydrogen production has created a new application scenario and broad market demand for photovoltaic power generation, Bai said. The current global demand for hydrogen is about 60 million tons/year, and if all of it is produced by PV, more than 1500GW of PV will be needed. In the next 30 years, the annual increase in hydrogen demand will be more than 2,000 tons, and about 900GW of photovoltaic installed capacity will be needed annually. For Longi, in the case of the price and supply of upstream silicon materials fluctuating greatly, it is a decision to take advantage of its own cost and technical advantages to extend the industrial chain downward to seize the opportunity of the future industry.

As a leader in photovoltaic industry, Longi has obvious technical advantages in battery modules and has formed scale effect. If it can continue to extend this advantage and reduce the cost of actual hydrogen production, its market competitiveness will continue to be enhanced. Longi Co., Ltd. said that according to preliminary calculations, in places with good sunlight, the electricity cost of photovoltaic hydrogen production is about 15 cents, which is significantly lower than the current electricity cost of hydrogen production. The competitiveness of photovoltaic hydrogen production will gradually strengthen, and the market space will be fully displayed.Previously, Longji shares in the Sent shares, the layout of BIPV business is also in the downstream industry chain continues to extend the performance. And once those two businesses mature, Longi may have an edge in a new area.

03 ?

The ninth meeting of the Financial and Economic Commission of the CPC Central Committee recently stressed that China aims to achieve a carbon peak by 2030 and achieve carbon neutrality by 2060. The meeting pointed out that we should build a clean, low-carbon, safe and efficient energy system, control the total amount of fossil energy, focus on improving the utilization efficiency, implement the action of replacing renewable energy, deepen the reform of the power system, and build a new type of power system with new energy as the main body.Hydrogen energy is known as a clean energy with the greatest development potential in the 21st century. The product of hydrogen combustion is water, which is the cleanest energy in the world. At the same time, except nuclear fuel, hydrogen has the highest calorific value among all fossil fuels, chemical fuels and biofuels. Therefore, under the "double carbon" target, hydrogen can replace the traditional fossil energy is expected.

In the Outline of the 14th Five-Year Plan, hydrogen energy and energy storage have been listed as one of the six future industries in the forward-looking plan. So far, several provinces and cities have issued special policies for hydrogen energy industry.

BP's latest "world energy outlook," pointed out that by 2050, the hydrogen of terminal or proportion of the total energy consumption will grow by 16%, the electrolysis of water hydrogen for hydrogen will become the main body, the electrolysis hydrogen production in China to introduce renewable energy sources, according to a white paper released by the China hydrogen union, in 2050, China's renewable energy electrolytic hydrogen production will account for 70% of the hydrogen supply structure. In terms of application, the transportation field has entered the stage of popularization and application. China's fuel cell vehicles have entered the early stage of commercialization, and by the end of 2020, the number of fuel cell enterprises in China had reached 7,352, according to a research report by Ping An Securities. Hydrogen energy is expected to account for at least 10% of China's terminal energy system by 2050, with 24.58 million tons of hydrogen used in the transportation sector, accounting for 19% of the total energy used in the sector, and the annual output of fuel cell vehicles reaching 5.2 million units.

It is worth noting that, on March 29, Great Wall Motor just held a hydrogen energy strategy conference, saying that it will adopt photovoltaic hydrogen production and invest another 3 billion yuan in hydrogen energy research and development, so as to reach the scale of production capacity of 10,000 sets, and will become the top three in the global hydrogen energy market share in 2025. In addition, Sunlight Power, Baofeng Energy, Jinko Technology and other listed companies have entered the photovoltaic hydrogen production field. The new energy company of Sunlight Power has signed 300MW photovoltaic, 50MW hydrogen production and 500MW photovoltaic hydrogen production projects with Yushhe County and Tunliu District of Shanxi Province.

Hydrogen energy production and application of the trillions of blue ocean, is becoming the photovoltaic giant to seize the new wind port. The picture