In the context of accelerating the realization of carbon neutrality, the heat of the hydrogen energy industry is heating up again, and China's hydrogen energy industry is also facing the opportunity to accelerate development. The state and local governments frequently issue hydrogen energy industry plans, coupled with the broad industrial economic market and the growing number of hydrogen energy financing projects, related enterprises are accelerating the layout, and the development of China's hydrogen energy industry will usher in an accelerated period.

From the top design point of view, in 2022, the National Development and Reform Commission and the Energy Bureau jointly issued the "Medium and Long-Term Plan for the Development of Hydrogen Energy Industry (2021-2035)". This is China's first medium and long-term plan for the hydrogen energy industry, which defines the development orientation, goals and deployment of the hydrogen energy industry. According to the plan, by 2025, China will initially establish a hydrogen energy supply system based on industrial by-production hydrogen and the nearby use of renewable energy hydrogen production.

In the first half of 2023, the central ministries and commissions issued seven hydrogen energy policies, and 11 provinces and cities issued 24 hydrogen energy subsidy policies. Hydrogen refueling stations and hydrogen refueling integrated stations in non-chemical parks began to land. The whole industrial chain of hydrogen energy has been comprehensively promoted, and under the dual-carbon goal, hydrogen energy has a broad prospect.

According to the view of analysts, it is expected that by the second half of 2023, there will be investment opportunities in the system, storage, transportation and processing. With the increase of investment in the upstream hydrogen-storage-transport-processing link in China, it is expected that by 2030, under neutral conditions, the market space in the production-storage-transport-processing field will reach about 370 billion yuan. In the hydrogen production process, hydrogen production from renewable energy will become the mainstream trend in the future, and it is recommended that investors pay attention to Huadian Heavy Industry and Huaguang Ring Energy. In the transportation and hydrogenation link, with the improvement of hydrogen energy infrastructure, the expansion of transportation radius and the reduction of transportation costs, it is recommended to pay attention to the ice wheel environment, petrochemical machinery and Kaishan shares. The liquid hydrogen link helps to reduce transportation costs, extend the transportation radius, and reduce the price of terminal hydrogen, and it is recommended to pay attention to enterprises such as Zhongtai Shares. Key words: infrastructure, infrastructure construction, planning investment

The above are some enterprises with layout and development potential in the hydrogen energy industry. They have independently developed core technologies and products in the field of hydrogen energy, and actively participate in the construction of hydrogen energy projects and the landing of orders. These companies will benefit from the rapid development of China's hydrogen energy industry and are expected to become future leaders. Editor/Xu Shengpeng