GuShiio.com ① Recently,”Hydrogen Teng” fuel cell products and equipment have successfully generated electricity in Antarctica, realizing the application of hydrogen energy technology in the Antarctic environment for the first time in the world.
② Guojin Securities pointed out that the country relies on policy coherence, technology cost reduction speed and regional cluster advantages to develop rapidly, closely follows “technology cost reduction + policy highland” to seize the opportunity of hydrogen energy from demonstration to large-scale explosion.
According to State Power Investment Corporation Hydrogen Energy Technology Development Co., Ltd., recently,”Hydrogen Teng” fuel cell products and equipment have successfully generated electricity in Antarctica, realizing the application of hydrogen energy technology in the Antarctic environment for the first time in the world.
According to reports, Qinling Station is the fifth Antarctic scientific research station in China. It is one of the areas with harsh climate and environment in Antarctica. Due to the good low-temperature adaptability of new energy hydrogen production and hydrogen fuel cell power generation, the hydrogen-electricity coupled “wind-light-hydrogen-storage-charge” energy supply system has become the preferred choice for harsh polar environments. “Hydrogen Teng” fuel cell is one of the core components of the microgrid. During the operation of the microgrid, hydrogen energy not only plays a role in energy storage, but also plays a role in distributed energy. Guojin Securities pointed out that Toyota and Honda have released a new generation of fuel cell systems, halving costs and expanding scenarios to accelerate the maturity of the global hydrogen energy ecosystem; bidding prices have accelerated downward exploration to leverage the economic turning point of green hydrogen. Policy increases and global racing have given rise to the new pattern of China’s hydrogen energy industry. The domestic industry has developed rapidly with policy coherence, technological cost reduction speed and regional cluster advantages. It closely adheres to the “technology cost reduction + policy highland” to seize the opportunity of hydrogen energy from demonstration to large-scale explosion.
According to the Cailian theme library, among the relevant listed companies:
Dayang electricThe “Hydrogen Fuel Cell Business” focuses on the development of hydrogen fuel cell core components (BOP). Its related motor products include high-speed centrifugal air compressors, high-pressure shielded water pumps, hydrogen circulation systems, high-pressure cooling fans, etc.
Zongshen powerIt has mastered the integration capabilities of medium and small power fuel cell stacks and systems, and has been successfully used in forklifts, two-wheeled vehicles and other scenarios; at the same time, it plans to build a hydrogen energy green demonstration application park to realize a professional closed loop of hydrogen energy application scenarios and help clean power transformation and upgrading.
Related stocksZongshen power+1.79%Dayang electric-0.58%
