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中集集團參加“2021深圳轄區上市公司投資者網上集體接待日”,氫能相關業務受到重點關注
格隆匯 12-01 17:47

中集集團發佈11月30日投資者關係記錄表,記錄顯示多名投資者問及公司氫能相關業務,公司董祕吳三強、證券事務代表何林瀅在本次全景網的活動上回答投資者提問表示:

1) 目前國內氫能源業務仍處於發展早期階段,距離全面商業化仍需時日解決液氫儲運等技術問題及成本問題等。根據《節能與新能源汽車技術路線圖2.0》規劃:到2025年,氫燃料電池汽車保有量達到10萬輛左右,加氫站數量達到1000座以上;到2035年,氫燃料電池汽車保有量達到100萬輛左右,加氫站數量達到5000座以上。隨着各地政府出台各種政策支持氫能產業發展,相信行業發展速度會加快。根據中信證券的研報顯示,按照相關規劃,2025年氫燃料電池汽車總保有量接近10萬輛,其中客車、貨車保有量預計將分別達到 32000、63000輛左右。當前氫能行業發展迅速,中集安瑞科目前正在積極打造加氫站示範項目,目前為起步階段。

2) 在氫能方面,本公司子公司中集安瑞科在液化天然氣儲運業務中是國內龍頭企業,在氫能儲運、加氫站、車用氫能裝備等領域具備競爭優勢。中集安瑞科已經進入氫能產業前後有大約15年之久,其產品和服務涉及氫氣儲存、運輸和加註核心裝備,中集安瑞科是目前國內主要的供氫系統設備製造商,2021年與鞍鋼成立合資公司,啟動焦爐氣制液化天然氣聯產氫氣項目;與Hexagon Purus共同成立合營公司,將為中國及東南亞快速增長的高壓氫氣儲運的市場需求提供儲運解決方案。中集安瑞科目前在氫能源業務上是全產業鏈佈局,在不同的行業環節競爭對手是不同的。此外,中集集團重卡業務仍在積極密切關注氫能燃料重卡業務發展情況。

據瞭解,近年來,我國相關部委密集出台了政策引導氫能的開發和應用,加速氫能產業化進程。工業和信息化部日前表示,下一步,將積極配合相關部門制定氫能發展戰略,研究推動將氫氣內燃機納入其中予以支持。據不完全統計,目前已有20多個省份、40多個地級市發佈氫能規劃,規劃產業規模超過萬億元,眾多央企和上市公司也競相佈局。根據中國氫能聯盟預計,到2025年,我國氫能產業產值將達到1萬億元;到2050年,氫氣需求量將接近6000萬噸,氫能在我國終端能源體系中佔比超過10%,產業鏈年產值達到12萬億元,成為引領經濟發展的新增長極。

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