Review 2021:310 billion!The hydrogen project investment growth 90%, topped in Inner Mongolia, hebei, shanxi as a dark horse!
hydrogen cloud chain inventory 2021 hydrogen industry project investment situation, hope that through according to the project investment, project based on the distribution of the industrial chain and industrial capital, to review summarizes the hydrogen industry development situation in 2021, at the same time, combined with the usual project investment, can understand the change and development trend of the industry, to judge the development of the industry in the future to provide certain reference.
before the distribution of total investment of 2021 after the high low, 92% year-on-year surge in
hydrogen cloud chain database compiled 2021 hydrogen industry of new investment projects (not including does not have the specific content of the project and the number of the framework agreement, stock trading agreement, etc.), including public investment projects of nearly 100 events, and there are more than 10 billion levels of investment scale.The hydrogen cloud chain statistics, 2021 full-year domestic hydrogen industry project investment totaling more than 310 billion yuan, increased by 92%.
chart 1, 2018-2021 domestic hydrogen industry total amount for the investment project (unit: RMB one hundred million)
data sources: hydrogen cloud chain database
as shown in chart 2, contrast specific each month in 2020 and 2021, investment in the name of the distribution of 2021 months investment heat is generally higher than in 2020, in which individual investment scale even have double double long last year compared to happen.
similar to 2020, 2021, also presents the first after the high low form, but also exists in July and August investment weak (hydrogen industry has summer vacation say?), demonstration of urban agglomeration in September on message out formally, also had direct reaction in the investment, a strong rebound in September, October.
2021 public investment event of 10 billion investment projects to 12, the basic distribution in 1/2/4 / September/October, in contrast, in 2019, 2020, 4 and 5 respectively.Increase in the number of large projects investment also showed that hydrogen industry development of zeal.
chart nominal investment situation in 22020-2021, the
data sources: hydrogen cloud chain database
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topped in Inner Mongolia, and the industrial development target diversification characteristic
from the perspective of the regional distribution of investment projects, 2021 domestic hydrogen project investment amount of the top ten provinces/autonomous regions: Inner Mongolia, hebei, shanxi, sichuan, liaoning province, qinghai province, guangdong province, gansu province, ningxia hui autonomous region, zhejiang province.
chart 3 2021 top 10 provinces (unit: RMB one hundred million)
data sources: hydrogen cloud chain finishing
topped domestic hydrogen investment in Inner Mongolia.Inner Mongolia autonomous region is one of the highest energy production provinces in our country at present, the traditional energy (coal) and renewable energy (wind power, photovoltaic, etc.) has obvious advantages, as well as the domestic development of the hydrogen enthusiasm of the highest first.Specifically to the market in the project, to the project of Inner Mongolia education industry and build the hydrogen equipment manufacturing industry cluster.Inner Mongolia region industry foundation is weak, with the aid of the hydrogen industry can complete advanced, low carbon industry system construction, thus promoting rapid economic development in Inner Mongolia.
according to the chain of hydrogen cloud database, with nominal investment in Inner Mongolia in 2020, 33 billion by the hydrogen total amount of investment projects in the domestic first;Inner Mongolia autonomous region won again in 2021, a total new signed the hydrogen 10 investment projects, the total investment amount in the name of nearly 50 billion yuan, including the total investment of 10 billion yuan, the hydrogen in the grove ordos of heavy card production base and the hydrogen industry ecological construction projects, a total investment of 20 billion yuan of the jin kingdom hon hydrogen sci-tech industrial park project such as super billions of projects, covers the hydrogen whole industrial chain.
the hydrogen investment scale in hebei province as the second in China.In hebei province as a ring of Beijing, tianjin region the special position, its development and industrial upgrading and transformation of energy consumption of the huge pressure, especially in the field of iron and steel smelting and other industrial upgrade, need to develop the environmental protection, energy conservation, emission reduction and reducing consumption model technology, promote the hydrogen as priorities in hebei province, hebei province in 2021 significantly increase investment in the field of hydrogen and the hydrogen industry investment reached 43 billion yuan, from 2020 in this domestic top ten to 2021 second."Double carbon" goal of energy conservation and environmental protection has become an important cause for development of industry of hydrogen in hebei.
power in Shanxi Province "new energy and energy storage and hydrogen fuel cells.Hydrogen hydrogen port industrial park in 2021 in Shanxi Province with peng bay coke oven gas hydrogen project, Beijing Beijing can 800 mw photovoltaic source of hydrogen network storage integration projects, youngsters who light hydrogen storage composite application integration project representative large-scale hydrogen production project, ranked third in the investment amount, ranking in 2020.Energy industry transformation become energy a characteristics of Shanxi Province.
in Inner Mongolia, hebei and shanxi shows the purpose of domestic provinces in the development of the hydrogen industry diversified characteristics.In addition, it is worth noting that in the guangdong province demonstration cities such as main force only in the top five in hebei province, guangdong province ranked seventh.
three
money to give priority to with direct investment company, hydrogen production, fuel cells and hydrogen equipment go hand in hand
from the project type, company direct investment become the main way.As shown in chart 4, item type consists of: industrial park, the direct investment, joint management of the joint venture company, as well as the market to raise four categories, compared to 2020, 2021 of funds to large changes have taken place.
chart 4 2021 domestic hydrogen industry project investment distribution (by investment type)
data sources: hydrogen cloud chain finishing
company direct investment scale rise considerably, shows that companies are starting to mass production manufacturing, production capacity is released to solve the current situation of the high cost of the hydrogen industry products.
industrial park investment fell at the same time, it also means that the present construction of the hydrogen industrial park has made certain achievements, a large number of projects floor helps the realization of the area of the hydrogen industry agglomeration effect.
joint management of the joint venture has increased, the main change is that except in the form of equity participation into the hydrogen industry the case of project cooperation between enterprises increased dramatically.
look from industrial chain distribution, hydrogen production process is developing rapidly.2021 hydrogen industrial chain each link that the number of investment projects than concrete as shown in diagram 5.Hydrogen production, hydrogen fuel cells and hydrogen equipment and application demonstration project is the most active field in industrial investment, investment in the four parts of the above account for over 80% of total number.
chart 5 2021 hydrogen industrial chain each link that the number of investment projects than
data sources: hydrogen cloud chain finishing
link of hydrogen production both in quantity, or on the scale of investment are of the highest industrial chain link.Hydrogen production industry investment projects in new energy, such as hydropower, wind power, photovoltaic power generation project, or chemical industrial projects to invest in the form of linkage, such project investment main body mainly by sinopec, dongfang electric, China resources power, the state electricity cast, China can build and other large state-owned enterprises, and represented by longji shares such as photovoltaic giant is given priority to, energy, chemical industry, high investment, long cycle characteristics.
link of hydrogen fuel cell is hydrogen industry one of the main landing scenario, the main industrial development, although individual investment amount as hydrogen production link, but heat is high, the number of intensive industrial investment, the participants include state giants and a large number of fuel cell system related enterprises, into the quantity of 2021 investment behind hydrogen production link.
the hydrogen equipment mainly include electrolytic cell, hydrogen storage, testing equipment, and related production equipment, such as the hydrogen compressor industry chain link 2021 hydrogen and hydrogen station construction with the rapid development of powerful boost hydrogen equipment requirements, but also led to the hydrogen equipment enterprises in domestic investment expansion.
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in 2021, the national "double carbon" policy and the demonstration of urban agglomeration, as well as the various provinces and cities where policy, driven by the hydrogen industrial project investment surge;Project area, the distribution is influenced by factors such as policy and local resources, and in the "double carbon" policy objectives and the driving of the industrial transformation and upgrading, Inner Mongolia, shanxi, hebei and so on coal, steel, big province become industry investment areas, most showed that hydrogen industry has started from a simple new energy automobile circuit;Distribution of the industrial chain, hydrogen production, fuel cells and hydrogen equipment go hand in hand.