Energy is the cornerstone of the country's future development. Building a clean, low-carbon, safe and efficient energy system, promoting the high-quality development of hydrogen energy industry and devoting to the transformation of energy structure are the consensus of the energy industry. Hydrogen energy has become an important strategic choice for accelerating energy transformation and upgrading and fostering new economic growth points. Under the background of
double carbon target, the development prospect of green hydrogen is becoming clearer and clearer. The International Energy Agency estimates that the global demand for hydrogen energy will reach 5 in 2050. Wang Yingge, Vice President of Longji Hydrogen Energy, has been engaged in https://www.databm.
for more than ten years. SRC = "https://img7.ccement.com/richtext/img/qe6a7advt6r1685674681318."
Question: How to view the explosive development of the green hydrogen market this year? What kind of capacity building has Longji done? Over the past year, relevant ministries and commissions of the state have issued documents, and local governments have also issued hydrogen energy plans to promote the development of hydrogen energy industry.
Out of the impact of the three-year epidemic, the economic recovery has been accelerated, especially the new energy industry such as wind and solar hydrogen storage has become a bright spot, the domestic hydrogen energy market "small lotus just shows sharp corners", and the pace of start-up and construction of large-scale green hydrogen projects in some state-owned enterprises has been significantly accelerated. According to the comprehensive market research data, from January to May 2023, a total of more than 510 MW green hydrogen projects will be subject to public bidding for hydrogen production equipment by electrolysis of water. In addition to the projects not subject to public bidding, the total market demand will exceed 650 MW, which is close to the total domestic hydrogen energy market demand in 2022. It is optimistically estimated that the market demand for hydrogen energy this year is expected to exceed 1.
From January to May 2023, Longji Hydrogen Energy won the bid for the domestic hydrogen production project by water electrolysis of about 210 MW, of which the public bidding project won the bid for 95 MW and the invitation project won the bid for 115 MW. Short-term market performance is not the main goal of Longji Hydrogen Energy, but it also reflects that Longji Hydrogen Energy's product quality, delivery ability and service ability have been recognized by more and more customers.
Longji Hydrogen Energy is positioned as a provider of large-scale green hydrogen equipment and solutions, striving to build safe and reliable hydrogen production equipment by electrolysis of water with the lowest LC OH and solutions for green hydrogen production by green electricity. The company has established a technical team of more than 100 people, introducing and training excellent talents in research and development, solutions, engineering technology and other fields of electrolytic water hydrogen production equipment.
Longji Hydrogen Energy will continue to strengthen the three-dimensional service mode of "business-product solutions-delivery services", and provide customers with "full life cycle" services in terms of business solutions, product solutions and delivery services. Carry out all customer-centered, customer success as the goal, do a good job of value-added services.
2022, the production capacity of Longji hydrogen alkaline electrolytic water hydrogen production equipment will reach 1. In addition to Wuxi hydrogen production equipment plant, Xi'an hydrogen production equipment plant will be put into operation by the end of this year, when the production capacity will be increased to 2. The overall capacity of the enterprise in 2025 will be planned to be 5-10 GW, which will be flexibly allocated according to market demand. Strengthen the ability to support the global hydrogen energy market demand.
Longji Hydrogen Energy not only successfully completed the shipment of China's first 10000-ton green hydrogen demonstration project in October 2022, but also won the world's largest green ammonia demonstration project, Daan Fengguang Green Hydrogen Synthetic Ammonia Integrated Demonstration Project, on April 17.
Wang Yingge: "Local hydrogen production and local consumption, the national demonstration project reflects the new ideas for the development of green hydrogen system."
Question: Longji has proposed on many occasions that "green electricity + green hydrogen" can help achieve the goal of double carbon. How can "green hydrogen" play its key role?
According to the latest 2022 Sustainable Development Report released by Longji Green Energy, Longji Green Energy has produced more than 205 GW of photovoltaic products in the past decade, which is equivalent to the installed capacity of nine Three Gorges power stations and the global reduction of carbon dioxide emissions by 200 million tons per year. Today, Longji Hydrogen Energy provides equipment for many large-scale green hydrogen projects in China, helping the whole industry to achieve decarbonization. There are more than 10 billion tons of carbon dioxide emissions
in China every year, of which the power system accounts for more than 40%. To achieve deep decarbonization, hydrogen energy must be introduced. Because "green electricity + green hydrogen" can fundamentally solve the problem of carbon emissions from hydrogen production, while effectively overcoming the intermittent and storage problems of renewable energy.
Taking Jilin Daan Wind and Solar Green Hydrogen Synthetic Ammonia Integration Demonstration Project as an example, the project is designed according to the "new idea of green hydrogen system" of "green hydrogen absorption of green electricity, green ammonia absorption of green hydrogen, integration of source, network, load and storage", and is expected to reduce carbon dioxide by 650000 tons per year after completion. At present, the first 10000-ton photovoltaic green hydrogen demonstration project in China is also accelerating construction. After the project is put into production, it will form an annual production capacity of 20,000 tons of green hydrogen, and the green hydrogen produced will replace natural gas to supply the local refinery, thereby reducing carbon dioxide emissions. 48
. Wang Yingge: "The foundation of innovation lies in following the first principle; the driving force of innovation comes from focusing on customer value."
Question: Li Zhenguo, the founder and president of Longji Green Energy, put forward the "four innovative methodologies of Longji" during the period of SNEC in Shanghai, one of which is "customer value-centered". How does Longji Hydrogen Energy interpret this in its development? For more than 20 years, through ", for hydrogen production equipment by electrolysis of water, the most important thing is to ensure the safety and reliability of products, which is the basis of innovation, especially in the early stage of the development of the hydrogen energy industry, Longji Hydrogen Energy has established a reliability laboratory. There is a special R & D team engaged in this research. In terms of operation management, it identifies safety and reliability risks from material research, process design, supply chain control, process quality control and other aspects, and improves inspection and testing standards to fundamentally guarantee the safety and reliability of products.
At the same time, Longji Hydrogen Energy, adhering to the "first principle", has always positioned the main channel of development to improve efficiency and reduce energy consumption. In February this year, Longji Hydrogen Energy released a new generation of alkaline electrolytic water hydrogen production equipment LONGi ALK Hi1 series products (hereinafter referred to as Hi1 series products) to the world, with DC power consumption of 4.0-4. It can reduce the unit cost of hydrogen production (LCOH) by 1.8% -2.
At the just-concluded Shanghai SNEC, we also exhibited the innovative solution of Longji Hydrogen Energy for the first time- "4 to 1" hydrogen production system. That is to say, the 4000 standard modular design scheme of four electrolyzers corresponding to one gas-liquid separation frame can save up to 20% of the land. At the same time, a group of regulating valves are added on the hydrogen and oxygen side, which improves the load regulation ability of the separation frame, and the regulation ability reaches 2%/s, which can better adapt to the unstable power supply characteristics of wind and solar new energy, and provide product reliability guarantee for customers. The
newly released integrated demonstration project of green hydrogen synthesis and ammonia synthesis in Daan, Jilin Province, adopts three sets of "4 to 1" hydrogen production systems for ammonia synthesis and three sets of "1 to 1" hydrogen production systems for DC micro-grid, which realizes the perfect combination of high current density and high hydrogen production.
Therefore, we should take customers as the center and create products and solutions together. From the aspects of product development, scenario use and system solutions, Longji has always created products and solutions with customers with leading standards, reliable quality and excellent product experience.
Wang Yingge: "The development of hydrogen energy should be planned at a higher level, and a national large-scale green hydrogen demonstration base should be established to help upgrade the technology of hydrogen energy industry."
Question: What stage is the development of the domestic hydrogen energy market at present? How to solve the problem of insufficient development? The starting point of some project development is to obtain photovoltaic or wind power indicators, the storage and transportation of hydrogen and downstream consumption problems have not been solved, the overall green hydrogen project yield is not high, there are hidden worries about sustainable development. On the other hand, the supply chain of the whole hydrogen energy industry chain is still at a very early stage, which requires the coordinated construction of all links to withstand the test of the market.
From the perspective of relatively mature overseas markets, the European Union and the United States have given incentive policies to green hydrogen. The European Union plans to lay out 10 million tons of electrolytic water hydrogen production capacity in 2030, including hydrogen in the scope of carbon tax. The maximum subsidy for green hydrogen is 4 euros/kg, and the maximum subsidy for green hydrogen in the United States is 3 dollars/kg.
In recent years, governments at all levels in China have issued a large number of policies related to hydrogen energy, but subsidized policies mainly focus on downstream areas such as fuel cell vehicles and hydrogen stations, and relatively few on green hydrogen. Since the opening of China's unified carbon market in 2021, in addition to electricity, petrochemical, chemical, building materials, steel, non-ferrous metals, paper, aviation and other industries have not yet been included. Therefore, the current carbon price mechanism has not played a real incentive role in the development of green hydrogen.
On the whole, the development of hydrogen energy in China should be planned at a higher level to match the three strategic positioning of hydrogen energy, which requires specific policy assistance, such as: formulating a plan to replace grey hydrogen with green hydrogen, and pricing green hydrogen separately; for projects used to produce green hydrogen, photovoltaic or wind power tariffs implement a parity policy, do not participate in bidding, and transfer income to green hydrogen through green electricity; Deepening the "1 + N" policy of carbon reduction, strengthening the carbon emission restraint mechanism in industry, construction, transportation and other fields, gradually raising the carbon tax, and expanding and strengthening the carbon trading market; Open up application scenarios, establish a national large-scale green hydrogen demonstration base, facilitate policy approval, reduce transaction costs, encourage advanced technologies in all aspects of production, storage and transportation to try first, carry out horse racing, and help upgrade the technology of hydrogen energy industry.
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