Homepage > CMRC understandings > 【CMRC understanding】Focus on medium and long-term infrastructure construction.
Hits:2073 Createtime:2022-04-26 11:34:35
On?March?23,?the?national?development?and?Reform?Commission?and?the?National?Energy?Administration?jointly?issued?the?medium?and?long?term?plan?for?the?development?of?hydrogen?energy?industry?(2021-2035).?The?plan?puts?forward?the?objectives?of?various?stages?of?the?development?of?hydrogen?energy?industry:?by?2025,?basically?master?the?core?technology?and?manufacturing?process,?and?deploy?and?build?a?number?of?hydrogen?refueling?stations;?At?the?same?time,?the?State?supports?the?layout?of?hydrogen?production?facilities?according?to?local?conditions,?supports?the?reconstruction?and?expansion?of?hydrogen?stations?by?using?the?conventional?facilities?of?existing?gas?filling?stations?in?accordance?with?laws?and?regulations,?and?explores?the?mode?of?hydrogen?stations?integrating?hydrogen?production,?storage?and?hydrogenation?in?stations.

China's?hydrogen?energy?is?in?the?early?stage?of?development?and?also?in?the?rising?period?of?the?industry.?Various?favorable?policies?and?local?subsidies?have?stimulated?the?accelerated?expansion?of?the?industry.?In?the?upstream?and?downstream?industrial?chain,?as?an?infrastructure?and?terminal?equipment,?the?hydrogenation?station?plays?an?important?role?in?supporting?industrial?development.?In?2006,?China?built?the?first?hydrogenation?station.?By?the?end?of?2021,?China?had?built?218?hydrogenation?stations,?mainly?distributed?in?provinces?and?cities?along?the?southeast?coast.?According?to?the?local?hydrogen?energy?industry?planning,?it?is?expected?that?more?than?1000?hydrogenation?stations?will?be?built?in?China?in?2025.

The?construction?of?hydrogenation?stations?is?in?full?swing,?but?still?faces?many?problems?and?challenges:?first,?the?industrial?innovation?ability?is?not?strong.?Although?China?is?the?largest?hydrogen?producing?country?in?the?world,?the?existing?hydrogenation?stations?are?mainly?35MPa?gaseous?hydrogenation?stations,?and?the?number?of?70MPa?high-pressure?gas?hydrogenation?stations?is?small,?mainly?for?demonstration,?and?have?not?been?put?into?commercial?operation;?Secondly,?the?level?of?technical?equipment?is?not?high,?the?development?level?of?key?equipment?such?as?hydrogenation?machine,?unloading?column?and?intensive?hydrogenation?equipment?is?uneven,?and?the?industry?cannot?be?promoted?harmoniously?and?develop?healthily;?Finally,?the?relationship?between?supply?and?demand?is?unbalanced.?The?construction?of?hydrogen?refueling?stations?is?concentrated?in?the?industrial?developed?areas?along?the?southeast?coast,?such?as?Guangdong,?Shandong,?Jiangsu?and?Zhejiang,?but?the?downstream?demand?is?insufficient?(hydrogen?fuel?cell?vehicle),?which?may?lead?to?the?situation?that?hydrogen?energy?cannot?be?consumed?in?full.?In?addition?to?the?technical?problems,?systems?and?regulations?have?also?become?the?key?factors?restricting?the?development?of?China's?hydrogen?energy?supply?system.
At?the?initial?stage?of?hydrogen?energy?development,?especially?from?2021?to?2035,?China's?hydrogen?station?market?is?small,?the?cost?of?station?construction?is?high,?and?it?is?highly?dependent?on?government?subsidies.?If?only?market?capital?is?relied?on,?the?profit?margin?of?commercial?operation?is?almost?zero,?and?the?localization?of?core?equipment?(compressor,?hydrogenation?machine,?etc.)?will?be?an?important?means.?In?this?regard,?domestic?equipment?manufacturers,?such?as?Shanghai?Shunhua,?Shanghai?hydrogen?Feng?and?Jiangsu?Guofu,?are?making?technological?breakthroughs.?It?can?be?predicted?that?it?will?be?the?general?trend?to?reduce?the?construction?cost?of?hydrogenation?station?and?realize?commercial?operation?in?the?future.