The "Opinions" propose to continue to fight the tough battle of controlling the pollution from diesel trucks. Thoroughly implement the action of clean diesel vehicles, nationally phase out vehicles that meet the national III emission standard and below, promote the demonstration application of hydrogen fuel cell vehicles, and orderly promote clean energy vehicles. Further promote the electrification process of public transportation and official vehicles in large and medium-sized cities.
With high energy efficiency and zero emissions advantages, hydrogen fuel cell vehicles will help transportation achieve deep decarbonization, and will first be applied in commercial vehicles, especially in the field of heavy trucks, differentiating from pure electric vehicles. Guolian Securities indicates that the current domestication level of hydrogen fuel cell systems has increased to 60%-70%, core components such as stacks, membrane electrodes, hydrogen circulation pumps can be self-produced, and core materials like gas diffusion layers and proton exchange membranes are accelerating in research and development, it is expected that the industry chain will achieve full domestic supply in the next 2-3 years.
According to CICC's calculations, by 2030 and 2060, the annual sales of hydrogen fuel cell vehicles (commercial vehicles and passenger vehicles) will reach 0.29 million and 2 million units, respectively. The number of fuel cell vehicles will reach 1.34 million and 15.46 million units, corresponding to total hydrogen demand of 1.29 million tons and 30.31 million tons.
Data treasure statistics, there are a total of 32 hydrogen energy concept stocks with a latest market cap exceeding 20 billion yuan. The individual stocks that have doubled their performance year-on-year and have a valuation of less than 15 times are as many as 6. Among them, China International Marine Containers Group achieved a high performance growth rate of 1161.42%, the company is industry-leading in the high-pressure hydrogen storage and transportation fields; Sinopec Shanghai Petrochemical has a hydrogen gas production capacity of about 0.23 million tons per year, currently under construction hydrogen fuel cell supply center project...