Recently, the long-silent hydrogen energy plate was suddenly detonated by a project bidding information.
But unexpectedly, only five days later, the largest green hydrogen tender project in domestic history, with a scale of 35 billion, suddenly issued a termination announcement. On June 21, the largest hydrogen production project in
China's history detonated the industry
, and the China Public Service Platform for Tendering and Bidding issued a "EPC General Contracting Tender Announcement for 4G W Photovoltaic Off-grid Hydrogen Production Project", the tenderer is Zhongguangtong Science and Technology (Jiuquan) Co., Ltd. The content of the bidding project is to build 4G W off-grid photovoltaic , support the construction of 800MW/1600MWH energy storage equipment , and purchase 8638 sets of hydrogen production equipment .
It is understood that the project is located in Nanba Village, Yinda Town, Suzhou District, Jiuquan, Gansu Province, with a capital scale of up to 35 billion yuan . The planned construction time is from October 2023 to December 2026, and it has been put on record and approved on June 14. What is the concept of
building 4GW off-grid photovoltaic, supporting the construction of 800MW/1600MWH energy storage equipment, and purchasing 8638 sets of hydrogen production equipment? According to
institutional analysis, if all 4G W photovoltaic power generation is used to produce hydrogen, the daily hydrogen production will reach 428.57 tons according to the calculation of 5KWh per standard square hydrogen consumption and 6 hours per day. Based on this calculation, the annual output of green hydrogen is about 150000 tons . According to the analysis
of CITIC Construction, it is expected that the hydrogen production volume of the project will be between 100000 and 600000 tons per year , which will create the largest hydrogen production scale and the bidding record of hydrogen production in China. The capacity of a single project is the largest bidding project in China before. On January 3,
2023, the General Office of Gansu Provincial People's Government issued the Guiding Opinions on the Development of Hydrogen Energy Industry, pointing out that the province plans to build a renewable energy hydrogen production capacity of about 200000 tons per year by 2025.
If calculated by the above organization, this project can almost finish the goal of Gansu Province, which can be called "Big Mac".
Suddenly yellow, reason: illegal! After the tender announcement of
such a giant project was issued, the sentiment of the whole hydrogen energy and related industries was triggered, and the concept of hydrogen energy in the stock market soared. When many media published articles, they even said that this was a landmark project of the hydrogen energy industry.
However, the carnival has not yet ended, but events have taken a dramatic turn.
On June 26, China Public Service Platform for Tendering and Bidding suddenly issued another announcement: "Announcement on Termination of EPC General Contracting of 4GW Photovoltaic Off-grid Hydrogen Production Project". The reason for the termination of the project was due to the change of the purchaser's procurement plan!
This story of ups and downs and abrupt stops has caught everyone off guard and filled their minds with questions.
In response to the reasons for this change, the staff of Jiuquan Energy Bureau told the media that this kind of project must be approved by the Provincial Development and Reform Commission, but Suzhou District has prepared a case, which is illegal , so the filing was revoked and the project bidding was stopped.
However, the bidding agency said, "It has received the notice of suspension from Party a, and the project has been suspended; it is not the end of the bidding, and there will be adjustments later.". Follow-up should also be issued (tender) , specific to wait for Party a's notice.
Hydrogen energy industry is unstoppable, the most important thing is green hydrogen
, although the 35 billion giant project is temporarily "off the shelf" , but the outbreak of hydrogen energy industry has been unstoppable, entering a new stage of development.
Hydrogen energy, as a green and efficient secondary energy, is regarded as " the ultimate energy in the 21st century". The development of hydrogen energy industry has been paid more and more attention by various countries, and has gradually risen to a strategic level.
In recent years, China's national and local governments have formulated and promulgated plans for the development of hydrogen energy industry. According to incomplete statistics, since 2006, more than 80 hydrogen energy-related policies have been issued at the national level alone, and in 2022 alone, more than 50 hydrogen energy-related policies have been issued by the ministries and commissions of the state . More than 300 articles have been published .
In addition, at present, 30 provinces (municipalities and autonomous regions) in China have written hydrogen energy into the "14th Five-Year" development plan, and more than 10 provinces (municipalities and autonomous regions) such as Beijing, Shanghai, Inner Mongolia, Tianjin and Henan have issued special plans related to hydrogen energy.
In the planning of hydrogen energy in various places, the planning of hydrogen production from renewable energy (green hydrogen) is the most important.
For example, in January this year, the General Office of the Gansu Provincial People's Government issued the Guiding Opinions on the Development of Hydrogen Energy Industry, which planned to build a hydrogen production and storage base with a renewable energy hydrogen production capacity of about 200000 tons per year by 2025.
On January 31, Jiangxi Development and Reform Commission and Jiangxi Energy Bureau issued the Medium and Long-term Plan for the Development of Hydrogen Energy Industry in Jiangxi Province (2023-2035), which plans to produce 100000 tons to 200000 tons of hydrogen from renewable energy by 2025.
On April 24, the Development and Reform Commission of Xinjiang Uygur Autonomous Region issued the Three-year Action Plan for the Development of Hydrogen Energy Industry in the Autonomous Region (2023-2025). By 2025, Xinjiang will initially build a hydrogen energy supply system based on industrial by-product hydrogen and renewable energy hydrogen production, and establish a supply chain and industrial system integrating green hydrogen production, storage, transportation, processing and utilization. It is pointed out that a number of demonstration zones of hydrogen energy industry will be built, and the amount of hydrogen produced by renewable energy will reach 100000 tons per year .
According to CCTV news reports, the current domestic green hydrogen project planning capacity will reach 2 million to 3 million tons, if calculated by the scale of 3 million tons, the corresponding market size of hydrogen production equipment is about 40 billion yuan.
It can be predicted that with the maturity of technology, hydrogen production from renewable energy such as photovoltaic will attract broad development space, which also brings new demand market for photovoltaic industry .