政策加码氢能全产业链加速崛起

Core Viewpoint - Hydrogen energy is becoming a key pathway for green development as global energy transition accelerates, with various regions aiming to establish a competitive edge in this sector [1] Policy Developments - The "Implementation Plan for the Renewable Energy Development and Utilization Regulations" in Beijing proposes the construction of hydrogen energy infrastructure and applications across multiple fields, aiming to create a comprehensive hydrogen infrastructure network covering the city and the Beijing-Tianjin-Hebei region [1][2] - The plan includes diversified local hydrogen production pilot projects, the construction of hydrogen refueling stations, and the exploration of hydrogen pipeline feasibility within the Beijing-Tianjin-Hebei area [2][4] - Other cities, such as Wuhan and Fujian, have also released hydrogen energy development plans, indicating a nationwide push for hydrogen energy policies [3][4] Industry Outlook - The International Energy Agency predicts that global hydrogen demand will exceed 500 million tons by 2050, with over 60% of this demand coming from power generation, natural gas blending, and transportation sectors [5] - In China, hydrogen demand is expected to reach between 100 million tons and 130 million tons by 2050, highlighting significant growth potential in the domestic market [5] Corporate Engagement - Companies are increasingly focusing on hydrogen energy, with strategic partnerships being formed to enhance research and application of hydrogen fuel cell technology [5][6] - For instance, Beijing Yihua Tong Technology Co., Ltd. signed a strategic cooperation agreement with Shanxi Pengfei Group to develop hydrogen fuel cell technology and establish a manufacturing base for heavy-duty hydrogen trucks [5] - The construction of the world's first 30MW pure hydrogen gas turbine energy storage demonstration project has commenced, showcasing corporate investment in hydrogen energy infrastructure [6]