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中國燃氣(0384.HK)牽手隆基,搶佔新能源產業鏈核心位置
格隆匯 06-07 08:25

6月4日,中國燃氣(0384.HK)與隆基股份綠能科技股份有限公司(下稱“隆基股份”)在上海簽署戰略合作協議。

根據協議內容,雙方將發揮各自優勢,在分佈式光伏、光伏建築一體化(BIPV)、户用光伏、綠氫研發生產及應用等領域開展全面合作。

這是繼今年宣佈與中石化、中海石油氣電集團達成戰略合作框架協議之後,中國燃氣在新能源領域又一次極具前瞻性、戰略性的關鍵舉措。

加快燃氣行業變革,馳騁新能源賽道

十四五規劃確立了“碳中和、碳達峯”的長期目標,新能源成為了市場當下乃至未來十年最熱的賽道之一。中國燃氣頻頻牽手能源行業巨頭,彰顯出了其對能源行業變革的敏鋭嗅覺,如何進行相應變革自然成了重大命題。

據中國燃氣與隆基股份所籤協議,雙方將利用中國燃氣在全國各地的資源優勢,結合隆基技術、解決方案以及行業產業鏈的優勢,優先在中國燃氣項目公司所在地開展分佈式光伏項目領域的合作。無疑,這對於中國燃氣快速構建其清潔能源領域的市場具有重要意義。

中國燃氣擁有4600多萬户C端及B端用户,是國內最大的跨區域綜合能源運營商之一。而隆基股份則是擁有國際領先的光伏技術的業內龍頭,其光伏電池光電轉換效率已經達到25.09%,再次創世界紀錄。兩強聯手,將渠道及產品優勢有機結合,更能充分發揮協同效應,打開業務增長空間。

這充分展示出中國燃氣緊跟國家新能源發展戰略,致力於推動低碳能源和綜合能源服務在中國可持續發展的決心。中國燃氣在鞏固天然氣和液化石油氣業務優勢的基礎上,正在不斷延伸能源產業鏈,打造公司的“第二增長曲線”。

氫能產業再落一子,打開長期想象空間

值得一提的是,二者在綠氫及應用領域的合作值得期待。眾所周知,氫能可以同時滿足資源、環境和可持續發展的要求,被全球公認為21世紀最理想的清潔能源。

根據國際氫能委員會預計,到2050年,氫能將承擔全球18%的能源終端需求,創造超過2.5萬億美元的市場價值。氫能產業亦已成為我國能源戰略佈局的重要部分,近年來,至少有超過二十家大型央企、國企集團紛紛跨界發展氫能產業。春江水暖,業內巨頭都看到了氫能產業的巨大市場機會。

在氫能產業機會凸顯的當下,正是時候切入氫能產業的各個細分賽道。中國燃氣結合自身的優勢,在氫能製取、儲運及加氫等細分領域積極佈局。

光伏制氫的技術儲備使得中國燃氣有了較強的“供給端”優勢,公司的終端分銷網絡優勢則讓其儲氫和運輸環節有了保障,進而保障了公司整體的氫能業務盈利能力。

而隆基股份在光伏、氫裝備等領域具備國際領先的技術,形成了支撐全球零碳發展的“綠電+綠氫”產品和解決方案服務能力,將發揮自身在光伏綠氫研發、製造等上游領域的優勢,進一步鞏固公司在氫能產業的優勢。

氫能時代必將到來,中國燃氣的入局極具前瞻性,且其不斷鞏固核心競爭力,未來有很大機會成長為氫能產業鏈的少數重磅玩家之一,對於公司的業務發展打開了長期想象空間。

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