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    中国车用氢能产业投资动态及展望

    • 作者:张帅 张伟鑫出版日期:2020年12月
    • 报告页数:12 页报告大小:1.35MB
    • 报告字数:8919 字所属丛书:氢能汽车蓝皮书
    • 所属图书:中国车用氢能产业发展报告(2020)
    • 浏览人数:    下载次数:

    摘要

    多重政策利好促使氢能产业成为市场投资优选,2019年氢燃料电池相关产业环节吸引投资规划总额逾2000亿元。受国补政策延后及年初疫情影响,相关项目实际投资进度略有放缓,但2020年下半年以来政策形势逐步明朗,产业发展节奏有望再次提速。从产业环节看,燃料电池系统、电堆等核心部件仍是资金关注重点。氢能与燃料电池正处产业化前夜,行业参与者既有如国鸿氢能、重塑科技等新兴领军企业,也有中石化、国电投等来自传统能源、制造领域的国资巨头。在这些资金实力雄厚、产业资源丰富、央企国企背景的巨头企业的推动下,氢能产业发展有望加速。同时,得益于产业高速成长和2019年第一季度的资本市场热潮,美锦能源、亿华通等上市企业也进入燃料电池产业并开始投资。

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    Abstract

    Multiple favorable policies have promoted the hydrogen industry to become the preferred investment in the market. In 2019,hydrogen fuel cell related industries attracted a total investment plan of more than 200 billion yuan. Due to the delay of the state subsidy policy and the COVID-19 situation at the beginning of the year,the actual investment progress of relevant projects has slowed down slightly. However,since the second half of 2020,the policy situation has gradually become clear and the pace of industrial development is expected to accelerate again. From the perspective of industry,fuel cell system,power reactor and other core components are still the focus of financial attention. On the eve of the industrialization of hydrogen energy and fuel cells,industry participants are not only emerging leaders such as Sinosynergy,re-Fire,but also state-owned giants such as Sinopec and SPIC,which come from traditional energy and manufacturing fields. Driven by these giants with strong financial strength,rich industrial resources and the background of state-owned enterprises,the development of hydrogen industry is expected to accelerate. At the same time,thanks to the rapid industrial growth and the capital market boom in the first quarter of 2019,listed companies such as Meijin Energy and Sinohytec have also entered into the fuel cell industry and started to invest.

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    作者简介
    张帅:张帅,国金证券董事、总经理,首席分析师。
    张伟鑫:张伟鑫,国金证券研究所新能源产业研究员。
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