Hydrogen fuel cells are ushering in a wave of investment opportunities. I believe that just a week's performance has made many people feel the enthusiasm and wave of hydrogen energy speculation! Even many friends feel similar, 2019 A shares of fuel cells have had a wave of market, the leading leader Meijin energy rose up to 7 times more than; this wave of market, the leading leader of the thick Pu shares has doubled.
If we call the 2019 market hydrogen fuel cell market 1.0 version, this wave is called 2.0 version. How many hydrogen energy doubling bull stocks will appear this time? And now the speculation is just like the June technology stocks in early June the first wave, the initial 1.0 version, most or concept, I'm afraid not too many people against - he market for hydrogen fuel cells is not quite clear, the primary market hydrogen fuel cells many high-quality project financing financing can not go out, and the secondary market enthusiasm for the formation of the "Ice and fire" situation. Now the situation has changed greatly: the primary market equity financing ushered in a wave of climax, some star projects a hard to find. When the investors who love to ignore, now really high.
The most important thing is that, according to reports, one-third of the central enterprises involved in the development of hydrogen energy projects, not least of which is PetroChina, the recent high-level strategic positioning of the development of hydrogen energy and the direction of the development is very clear, and after two years of growth, the A-share market, a lot of related core hydrogen energy concept stocks began to surface, and today and we talk about the real participation in the development of hydrogen energy! A share eight hydrogen energy battery company, polish your eyes, seriously look at the end of the"
First, the United States of America energy
① coking products and attached products
② new energy cars and hydrogen refueling station
③ super capacitor project and capacitor carbon products
④ high Technology new equipment projects and mining robot products
Second, Weichai Power Hydrogen business:
1, 2016 strategic investment in Forsythe, has become its second largest shareholder, Forsythe mastered the core technology of the hydrogen fuel cell and has the ability to provide comprehensive energy gas solutions.
2, 2019 take the lead in Weifang and other places in the batch launch of hydrogen fuel cell buses, and the 200-ton hydrogen mining card project developed in cooperation with the State Energy Group is in order. Take the lead in undertaking the national fuel cell industrialization major special project.
3, Weichai Power May 27, 2021 announcement, the company intends to non-public offering of shares to raise funds is expected to raise a total of no more than 13 billion yuan, of which the total investment for fuel cell projects amounted to about 3.7 billion yuan, including solid oxide fuel cells and key components industrialization project (total investment of 1.5 billion), fuel cell power assembly core components research and development and manufacturing capacity construction project (total investment of 1.4 billion) and hydrogen fuel cells and key components industrialization project (total investment of 700 million).
4, Weichai Power April 17, 2021 in the investor interactive platform, said the company in the field of new energy powertrain has been fully completed in the core technology layout of hydrogen fuel cells and solid oxide fuel cells, the key technical indicators are in a leading position, the life of the hydrogen fuel cell engine up to 25,000 hours, the maximum range of 600 kilometers.
5, Weichai Power April 20, 2021 in the investor interactive platform, said the company's 20,000 units of capacity hydrogen fuel cell engine plant has been put into production. The company has accumulated supporting more than 300 hydrogen fuel cell vehicles, the cumulative operation of more than 6 million kilometers.
Third, the snowman shares : The company's main business mainly includes ice equipment, compressor products and system applications, oil and gas services, hydrogen energy field.
1, February 2021, the company said on the interactive easy to the current company in Fuzhou City, Changle District *** put 2 hydrogen energy buses, the number of miles of operation has exceeded 70,000 kilometers, running well.
2, April 11, 2021 snowman shares announced that the company's hydrogen energy field related revenue accounted for a tiny proportion, less than 1% of revenue, does not affect the company's performance in the current period.
3, April 23, 2021, Snowman shares announced that the company intends to issue shares in a non-public offering to raise funds of not more than 670 million yuan for hydrogen fuel cell system production base construction projects, hydrogen energy technology research and development center construction projects and supplementary working capital, the real controller Lin Rujie will be 60 million yuan to subscribe to the issue of shares.
4, the snowman shares on July 22 in the Shenzhen Stock Exchange interactive easy platform to answer that: in 2019 the company and Xiamen Golden Dragon automobile cooperation in the development of hydrogen fuel cell bus, has been in Fuzhou City, Changle District, the official demonstration of the 616 road bus line
4, Xiongtao shares: The company is mainly engaged in chemical power supply, new energy energy storage,
The company is mainly engaged in chemical power supply, new energy storage, power battery, fuel cell research and development, production and sales business, the main products cover valve-regulated sealed lead-acid storage batteries, lithium-ion batteries, fuel cells, three categories.
1, Xiongtao shares on April 30, 2021 in the investor interactive platform, said that some of the company's fuel cell systems are using the membrane electrode produced by Wuhan Institute of Technology Hydrogen Electric Technology Co.
2, Xiongnu shares 2021 annual online results briefing held on May 19 in the panoramic investor relations interactive platform, the company's chairman, general manager Zhang Huanong said at this event, hydrogen fuel cell is the company's most core development strategy, will be determined to continue to invest in R & D. The company focuses on research and development of hydrogen fuel cell projects, and will continue to invest in research and development. The company focuses on research and development of hydrogen fuel cell project, made a number of research and development results and significant progress, independent research and development of the electric pile has been successfully put into production. In December 2020, the company released the new product development results and specific indicators of hydrogen fuel cells.
3, Xiongtao shares on July 19 in the Shenzhen Stock Exchange interactive platform to answer that: the company's subsidiary Shanghai hydrogen Xiong information technology limited company holds Qingdao international academician port hydrogen Xiong fuel cell limited company 45% equity.
Five, Taiyo Yuden: The company is committed to becoming the world's motor and drive control system in the field of green environmental protection solutions to the outstanding suppliers.
1. May 13, 2021, Dayang Electric and the People's Government of Xinjin District, Chengdu City, formally reached a cooperation, Dayang Electric hydrogen energy whole industry chain demonstration base project officially settled in Chengdu Tianfu Intelligent Manufacturing Industrial Park. With a total investment of about 500 million RMB, the hydrogen industry chain demonstration base project of Dayang Electric will build a hydrogen industry chain demonstration base integrating the central research institute of fuel cell, fuel cell system and core equipment, hydrogen production and refueling equipment R&D and manufacturing, and fuel cell UPS equipment.
2, Dayang Electric 2020 annual results online presentation on May 13 in the panoramic investor relations interactive platform. Chairman Lu Chuping said that the industrial layout of Dayang Electric is divided into three phases based on time "today's business, tomorrow's business, the future business"; today's business is "building and household electrical appliances motor", tomorrow's business is "new energy automobile electric drive power supply". Today's business is "motors for building and household appliances", tomorrow's business is "electric drive powertrain systems for new energy vehicles", and the future business is "hydrogen fuel cells and powertrain systems, and solutions for hydrogen energy in vehicles and related application industries". Since the positioning of the "hydrogen fuel cell technology for the future business", the performance of the short term should not help to improve, but we can believe that the hydrogen fuel cell business must be the backbone of the future performance of Taiyo Yuden.
3. In July 2021, two hydrogen buses were delivered to Six Heng Bus Company in Putuo District, Zhoushan City, Zhejiang Province, and put into use, jointly built by Dayang Electric Zhoushan Company and Dongguan China Automobile Hongyuan Automobile Company Limited, and equipped with a 51kW hydrogen fuel cell engine developed by Zhongshan Dayang Electric.
Sixth, Houpu shares: The company's business covers equipment manufacturing, engineering design, gas operations, Internet of Things, technical services and other five areas, the company's products are mainly used in the field of natural gas and hydrogen energy refueling.
1, Hauppauge independent research and development of "hydrogen station equipment supervision system V1.0" and Huawei Technologies Kunpeng cloud to complete the compatibility test, access to the HUAWEI COMPATIBLE certificate and the right to use the relevant authentication logo for the company in the field of hydrogen refueling station to provide a powerful software technology support. software technology support.
2. On March 25, 2021, HUAWEI announced that the company holds 100% equity in Beijing HUAWEI Hydrogen Energy Technology Co., Ltd. and now Beijing HUAWEI Hydrogen Energy intends to invest 400 million yuan (accounting for 80% of the capital contribution ratio) and YANXIN HOLDINGS GROUP LIMITED to set up the Chengdu HUAWEI Hydrogen Energy Technology Co. The newly established joint venture will help promote the construction of hydrogen energy equipment manufacturing projects and hydrogen energy application demonstration projects, *** with the promotion of the rapid development of hydrogen energy industry, to achieve the advantages of *** enjoy, cooperation *** win.
3, 2021 June 15, thick Pu shares (300471) in the latest release of the "investor relations activities record sheet" revealed that the company is currently building a hydrogen refueling station, the largest bear self-research and self-manufacturing products accounted for about 30% -35%. With the company's self-developed piston hydrogen compressor has passed the 1000 hours of continuous operation test, if the future realization of sales, is expected to bear the largest self-research and self-produced products accounted for 60% -70% of the project.
4, June 18, 2021, thick Pu shares held the annual science and technology conference, released the 70MPa hydrogen refueling machine, the VI generation of LNG pump skid refueling device, the Ⅱ generation of inland waterway marine gas supply system and other new products, the company's a number of key components of the hydrogen refueling equipment has broken the international monopoly.
5. August 11, 2021, Houpu shares in the interactive easy to say, the company and Guangxi CSBC Beibu Gulf Ship and Ocean Engineering Design Co., Ltd. hand in hand to win the overseas customers 1500 cubic meters and 3000 cubic meters of LNG carrier program design contract. The signing of the design contract for these two types of vessels marks the first time that the design of the liquid cargo system and gas supply system of the company's LNG ocean carriers has become internationalized, which is an important step for the company's expansion of the marine vessel market.
VII, Yihuatong: The company is a high-tech enterprise focusing on the research and development and industrialization of hydrogen fuel cell engine system
1, 2021 June, five 18-ton Tilutong BTL5182TXSEQFCEV fuel cell sweeper won the bidding of Daxing District hydrogen energy sanitation vehicle purchase project. They are equipped by Chengdu Yihuatong Power Technology Co., Ltd. and the rated power of the system is 80kW.
2. In June 2021, Yihuatong and Toyota's joint venture company, Huafeng Fuel Cell Co. The new company has a registered capital of 4.5 billion yen, and its business scope includes: manufacturing fuel cells and spare parts, commissioned processing of fuel cells and spare parts, and sales of fuel cells and spare parts, automotive parts, etc.
3.
3. On August 5, 2021, Beijing Yihuatong Technology Co., Ltd. and Mizuki Minto Hydrogen Energy Technology Co., Ltd. signed a strategic agreement on long-term cooperation in the hydrogen energy industry, which emphasizes that the two sides will adhere to the principle of complementary advantages and cooperation***win, and reach cooperation in building hydrogen energy industry chain, cultivating hydrogen energy innovative enterprises, and promoting hydrogen energy demonstration and application.
Eight: A comprehensive test equipment supplier focusing on the test power industry, providing customers with test power and test power based test system solutions.
1, Cowell began to layout the field of fuel cell testing at the end of 2016, and in 2017 launched fuel cell special loads, fuel cell engine test system, fuel cell electric pile test system and fuel cell DC/DC test system. With the reliability and high cost performance of the products, Cowell has quickly gained the recognition of China Automotive Technology Research Center, Yihuatong, Jet Hydrogen Technology, Heavy Plastic Group, Guohong Hydrogen Energy, Weichai Power, Yutong Bus and other scientific research institutes and well-known enterprises.
2, in the 150KW high-power fuel cell stack test system product orders, in the first half of 2021, Cowell has completed the delivery of Guohong Hydrogen, Zhejiang Fengyuan, Yutong Bus, China Automotive Center, Daxing Hydrogen Laboratory and other customers. The third quarter will also complete the delivery of orders from a number of companies such as Wei-Shi Energy, Zhongtong Bus, Shandong Meiyan, Qingdao Gerxinde and so on.
3. On May 28, 2021, Hefei Kewei Power System Co., Ltd. issued an announcement on the establishment of a wholly-owned subsidiary for foreign investment. According to the announcement, Covell invested 20 million yuan this time to set up a wholly-owned subsidiary in Beijing Daxing International Hydrogen Demonstration Zone - Covell (Beijing) Technology Development Co., Ltd. and its main business scope includes the development and sales of hydrogen energy and fuel cell testing devices.
4. According to public information, on July 23rd, Cowell's 150kW fuel cell stack test system (FCTS-S-150), which was independently developed and produced by Cowell, provided a stable and safe test platform for CACC's 120kW-class metal stack.
Summary: the above eight is currently in the hydrogen energy project development layout of the A-share listed companies, you can seriously further analysis, while you can go back to summarize the 2019 round of the market, lithium batteries, a new speculation after the wind mouth: hydrogen energy fuel cell speculation is in the policy fermentation, you are worth focusing on tracking!
The above content is from the Fragrant Orange Research Institute! The above content is from the Orange Research Institute! Not as a proof of operation and basis! According to this operation, the risk of their own! The investment is risky! The first thing you need to do is to be careful!