边锋游戏

燃料电池商用提速 上市公司闻“氢”起舞
发布时间:2019-12-09 16:04:13

12YUE3RI,GONGXINBUFABUGONGGAO,DUI《XINNENGYUANQICHECHANYEFAZHANGUIHUA》GONGKAIZHENGQIUYIJIAN。ZHIDEZHUYIDESHI,《YIJIANGAO》ZHONGSHOUTIRANLIAODIANCHISHANGYONG。JINRI,RANLIAODIANCHIXINGYEZHENGCEPINCHU,ERJISHICHANGSHANG,XIANGGUANBANKUAIZHANGSHIRUHONG。SHENZHENXIONGTAOGUFENQIXIADEQINGXIONGRANLIAODIANCHIYOUXIANGONGSI(JIANCHENG“XIONGTAOQINGXIONG”)CEOXIONGYUNXIANGJIZHEBIAOSHI,GUONEIQINGRANLIAODIANCHIFAZHANCHAOYUQI,GEDIGEJIAQIYEDOUZAIJIASUBUJU,2020NIANJIANGKAIQIRANLIAODIANCHIYUANNIAN。


政策利好 各地积极布局


边锋游戏DUIYU《YIJIANGAO》TIJIDERANLIAODIANCHISHANGYONG,FENXIRENSHIRENWEI,ZHENGCEDECHUTAIBIAOSHIRANLIAODIANCHIDEKEXINGXINGYIJINGZOUGUOJISHULUNZHENGJIEDUAN,ZHENGMAIXIANGSHANGYEHUASHIJIAN。


SHISHISHANG,WOGUOZAOZAI2006NIANJIUJIANGQINGNENGYURANLIAODIANCHIXIERU《GUOJIAZHONGZHANGQIKEXUEHEJISHUFAZHANGUIHUAGANGYAO(2006-2020NIAN)》,CIHOU,《“SHISANWU”GUOJIAZHANLVEXINGXINXINGCHANYEFAZHANGUIHUA》《NENGYUANJISHUGEMINGCHUANGXINXINGDONGJIHUA(2016-2030NIAN)》DENGGUOJIAJIGUIHUADOUMINGQUELEQINGNENGYURANLIAODIANCHICHANYEDEZHANLVEXINGDIWEI。2019NIANDEZHENGFUGONGZUOBAOGAOZHICHU,YAO“TUIDONGCHONGDIAN、JIAQINGDENGSHESHIJIANSHE”。QUANGUOZHENGXIEFUZHUXIWANGANGJINQIZAIGONGKAICHANGHEBIAOSHI,CHUNDIANDONGQICHEHERANLIAODIANCHIQICHEGEYOUYOUSHI,MIANXIANGLIANGDAMIANGUANGDEYUANCHENGGONGJIAO、SHUANGBANCHUZU、 CHENGSHIWULIU、ZHANGTUYUNSHUDENGSHICHANGXUQIU,YINGJISHIBACHANYEHUAZHONGDIANXIANGRANLIAODIANCHIQICHETUOZHAN,GULIGUGANQIYEHEYOUTIAOJIANDEDIFANGKAIZHANQUYUSHANGYEHUAYUNYINGSHIFAN,SHIXIANQICHECHANPINXINGPUDIANDONGHUAQUANFUGAI。


边锋游戏ZHENGCEDEZHICHITIZHENLEXINGYEFAZHANXINXIN,GEDIDUIQINGRANLIAODIANCHIDEGUIHUABUJUQUANMIANTISU。JINLIANGNIANLAI,WEIQIANGZHANQINGNENGCHANYEZHIGAODIAN,YIYOU20DUOGESHENGSHIFABULEQINGNENGCHANYEFAZHANGUIHUAYUZHICHIZHENGCE,JIAKUAIBUJUQINGNENGCHANYE。YIXIECHENGSHIZAIJUTIGUIMOFANGMIANZUOCHUBUJU,LIRUZHANGJIAGANGSHIZAIFAZHANGUIHUAZHONGTIDAO,DAO2020NIAN,QUANSHIQINGNENGCHANYELIANCHANZHIGUIMOTUPO100YIYUAN,DAO2025NIAN,QUANSHIQINGNENGCHANYELIANCHANZHIGUIMOLIZHENGDADAO500YIYUAN。DAO2035NIAN,QINGNENGCHANYELIANCHANZHIGUIMOTUPO1000YIYUAN,JIAQIANGZHENGCEYINDAO,DAZAO“DONGFANGQINGGANG”。


另一些城市则在补贴方面做出了具体规划,例如深圳市发布的《深圳市2018年新能源汽车推广应用财政支持政策》。规定在燃料电池汽车方面补贴标准是燃料电池乘用车20万元/辆,燃料电池轻型客车、货车30万元/辆,燃料电池大中型客车、中重型货车50万元/辆。山西省明确在氢燃料电池汽车补贴方面,将按照中央财政补助1:1的比例给予省级财政补助,并对加氢站和氢燃料加注进行适度补贴。


边锋游戏MUQIAN,WOGUOYICHUBUXINGCHENGZHANGSANJIAO、ZHUSANJIAO、JINGJINJIDENGZHUYAOQINGNENGCHANYEJIQUN。


上市公司闻“氢”起舞


12YUE4RI,XIONGTAOQINGXIONGJUXINGQUANZIDONGHUA、ZHINENGHUAQINGRANLIAODIANCHIDIANDUICHANXIAN(JIANCHENG“XIONGTAOQINGXIONGDIANDUICHANXIAN”)TOUCHANYISHI。JUXI,CICIXIONGTAOQINGXIONGFABUDEDIANDUICHANXIANSHI“GUONEISHOUTIAOQUANZIDONG、QUANGUOCHANDEDIANDUICHANXIAN”。XIONGTAOGUFENDONGSHIZHANGZHANGHUANONGBIAOSHI,XIONGTAOQINGXIONGDIANDUICHANXIANTOUCHAN,WEIGONGSIJINYIBUTANSUOFAZHANQINGRANLIAOCHANYEDIANDINGLEJIANSHIDEJICHU。


据了解,目前氢燃料电池的痛点主要在于价格昂贵,特别是电堆,占到氢燃料电池成本的60%以上。熊云向记者表示,雄韬股份2014年就开始对氢能行业进行调研投入,但是初期并未掌握核心技术,导致公司需要采购外企的电堆,这让雄韬股份的氢燃料电池成本偏高。此次雄韬氢雄电堆产线投产,意味着公司掌握了氢燃料电池电堆的核心技术,相比之前的采购价格,公司使用电堆的成本可以降低一半。未来持续投资,使用电堆的成本将达到此前采购价格的三分之一左右。目前,雄韬股份拥有国内首条氢燃料电池电堆自动化生产线,所有数据可记录、可追溯,自主研发的第一代氢燃料电池电堆单组额定功率可达180W,整堆额定功率覆盖18-36KW,预计年产能将达5000套。


边锋游戏CHUXIONGTAOGUFENWAI,JUWindSHUJUTONGJI,MUQIANGONGYOU62JIASHANGSHIGONGSISHEJIQINGNENGCHANYE。ZAISHANGYOUZHIQINGHUANJIE,JIUYOU13JIASHANGSHIGONGSICANYU。QIZHONG,SHENLENGGUFENZHUGONGLINGYUSHIQINGQIYEHUA,YICHUYUPILIANGSHENGCHANJIEDUAN;HUACHANGHUAGONGZHUGONGHUAGONGZHIQING;ZHONGGUOSHENHUASHEZUMEITANZHIQINGLINGYU;BINGLUNHUANJINGZHUDAZHIQINGSHEBEIFANGMIAN。CHANYEZHONGYOULAIKAN,16JIASHANGSHIGONGSICANYURANLIAODIANCHIQICHEXITONGYEWU,XINRUIKEJIDENG4JIASHANGSHIGONGSIZHUYAOCONGSHIDCDCYEWU。XIONGTAOGUFENYUZHONGGUODONGLIDENG6JIAQIYECANYUDIANDUIYEWU。CHANYEXIAYOUDEZHENGCHEYEWULAIKAN,YOU20JIASHANGSHIGONGSICANYURANLIAODIANCHIZHENGCHEYEWU,QIZHONG,ZHONGTONGKECHEWEIZHULIUKECHEQIYEZHONGSHIXIANPILIANGSHENGCHANCHEXINGZUIDUODEQIYE。


边锋游戏GUOJINZHENGQUANYANBAOZHICHU,RANLIAODIANCHISHIYIGEWANYICHANYEZHENZHENGQIBUDEXUQU,HUIYOUYUELAIYUEDUOYOUBUJU、YOUYEJI、YOUKONGJIANDEXINSHANGSHIGONGSIYONGXIAN。


二级市场板块活跃


QINGNENGSHIZHIQINGZAIWULIYUHUAXUEBIANHUAGUOCHENGZHONGSHIFANGDENENGLIANG,RANLIAODIANCHISHIQINGNENGDEZHONGYAOYINGYONGCHENGGUO。SUIZHEQINGNENGJIRANLIAODIANCHIZAIXINNENGYUANJIAOTONG、GONGYEJIFENBUSHIGONGNENGDENGFANGMIANDETUIGUANGYINGYONG,TEBIESHIGUOJIAZAIXINNENGYUANQICHEDEBUTIEZHENGCEZHUBUTUIPODEBEIJINGXIA,QINGNENGYUAN、RANLIAODIANCHIHUOJIANGCHENGWEIZIBENSHICHANGZHISHOUKEREDETICAI。


WindSHUJUTONGJIXIANSHI,AGU62JIASHEZURANLIAODIANCHIDEQIYEYOU12JIAGONGSINIANNEIGUJIALEIJIZHANGFUCHAOGUO50%,QIZHONG,MEIJINNENGYUAN、XIONGTAOGUFEN、QUANCHAIDONGLIHEZHONGGANGTIANYUANDENGSIJIAGONGSINIANNEIZHANGFUCHAO100%。FENXIRENSHIPUBIANBIAOSHI,ZAIZHENGCEDALIZHICHIDEHUANJINGXIA,RANLIAODIANCHISHANGYEHUAJIASU,BUFENSHANGSHIGONGSIYIYOURANLIAODIANCHIYEJIGONGXIAN,DAIDONGBANKUAIYINGLICHIXUHUISHENG,NIANBAOYEJIYUQIXIANGHAODELONGTOUBIAODEZHONGQIPEIZHIJIAZHITUXIAN,HOUSHIBIAOXIANZHIDEGUANZHU。


JINQI,RANLIAODIANCHIBANKUAISHANGSHIGONGSIYINGLINENGLICHIXUHUISHENG。WindSHUJUTONGJIXIANSHI,ZAI62JIARANLIAODIANCHIXINGYESHANGSHIGONGSIZHONG,JINNIANQIANSANJIDUSHIXIANGUISHUMUGONGSIGUDONGDEJINGLIRUNTONGBIZENGZHANGDEGONGSIGONGYOU33JIA,ZHANBIYUWUCHENG。QIZHONG,ANTAIKEJI、SHOUHANGJIENENG、XIONGTAOGUFEN、XUERENGUFENDENG12JIAGONGSIBAOGAOQINEIGUISHUMUGONGSIGUDONGDEJINGLIRUNSHIXIANTONGBIFANFAN。


NIANBAOYEJIYUGAOFANGMIAN,JIEZHIMUQIAN,YOU14JIAGONGSILVXIANPILULE2019NIANQUANNIANYEJIYUGAO,YEJIYUXIGONGSIGONGYOU7JIA。XUERENGUFEN、HANLANGUFEN、XIONGTAOGUFENDENGGONGSIJUNYUJIYEJITONGBIZENGZHANGZAI50%YISHANG,SHOUHANGJIENENG、DAYANGDIANJILIANGJIAGONGSIYEJIJUNYOUWANGNIUKUIWEIYING。


氢能产业未来可期


DUIYUWAIJIEPUBIANDANYOUDEANQUANWENTI,XIONGYUNXIANGJIZHEBIAOSHI,GONGZHONGDUIZHEIZHONG“XINNENGYUAN”BIJIAOMOSHENG,DUIQIANQUANDEDANYOUSHIWANQUANKEYILIJIEDE。DANSHISHISHANG,QINGQISHIYIZHONGBITIANRANQIGENGANQUANDEQITI,QIKUOSANSUDUSHITIANRANQIDE3.8BEI,DANXIELUNENGLIANGJINYUEWEITIANRANQIDE40%;QINGQIJUYOUZUIDADEFULIHEKUOSANXING,XIELOUDEQINGQIJIANGHUIHENKUAISHANGSHENGBINGXIANGGEGEFANGXIANGKUAISUKUOSAN,SHIDENONGDUNANYIDADAOBAOZHASUOXUNONGDU。


QINGDIANZHIHUINENGYUANYANJIUYUANDIANCHIYANJIUSUOSUOZHANGCHENGGANJIANGXIANGJIZHEBIAOSHI,CICIDINGCENGGUIHUAZHONGTIQINGRANLIAODIANCHISHIYINWEIMUQIANLIDIANCHIDE“JIDAQUEXIAN”,JISHUBUNENGJINKUAIJIEJUE,GUTAIDIANCHISHANGWEICHENGSHU。DANQINGRANLIAODIANCHIYEYOUQIZISHENDEDUANBAN,BIRUANQUANXINGWENTI,YUNSHUCUNCHUBUFANGBIAN,JIAGEANGGUI。ZHEIXIEWENTIDOUYOUDAIYUXUEJIE、YEJIEMANMANGONGKE。



稿件来源: 证券时报
相关阅读:
发布
验证码: