Digital New Energy DataBM. Com has learned that recently, China Nengjian has released an interview record of investor relations activities. Some replies were made to the issue of hydrogen energy. Relying on the advantages of the industrial chain,
China Nengjian has been fully involved in the whole industrial chain of hydrogen energy preparation, transportation, storage and application, and has intensified efforts to tackle key technologies of hydrogen energy and rapidly laid out related fields. The company has started the construction of Jilin Songyuan Green Hydrogen Ammonia Alcohol Integration Base and other projects. The future path of green hydrogen cost reduction is mainly to further reduce the cost of wind and solar power generation and the unit investment of water electrolysis hydrogen production equipment.
The questions and answers are as follows:
Question 1: The overall planning of the company's hydrogen energy production, storage, transportation and other links?
Answer: Relying on the advantages of the whole industry chain of the company, we quickly cut into the field of integration of green electricity and green hydrogen (power chemical industry), and comprehensively intervene in the whole industry chain of hydrogen energy preparation, transportation, storage and application in stages and with emphasis; We will intensify efforts to tackle key technologies of hydrogen energy, such as new energy green chemical engineering technology, complete equipment for hydrogen production by electrolysis of water, and solid hydrogen storage, and rapidly lay out related fields to steadily enter biomass hydrogen production, stack, fuel cell and other industries. Grasp resources, vigorously lay out new energy hydrogen production, and invest in the construction of 50000-100000 tons of green hydrogen production projects by the end of 2025. Further extend the chain of hydrogen energy industry, properly lay out the construction and operation of comprehensive energy stations, and enrich the application scenarios of green hydrogen to ammonia, green hydrogen to methanol and green ammonia. It is deeply bound with large-scale green hydrogen, green ammonia and green methanol consumption enterprises to fix production by sales, open up all links of "production and marketing" and form a closed-loop business.
Question 2: What is the progress of the hydrogen energy investment project?
Answer: The company takes the construction of large-scale green hydrogen energy base as the breakthrough point, lays out the production, storage, transportation, processing, utilization and research industries in the market, and enters the green ammonia, green methanol, distributed energy and other related fields in a timely manner. New technology demonstration projects such as Songyuan Green Hydrogen-Ammonia-Alcohol Integration Base in Jilin Province and Lanzhou Hydrogen Energy Industrial Park in Gansu Province have been started one after another.
Question 3: Current green hydrogen cost analysis and future cost reduction path and price expectation?
Answer: At present, the factors affecting the cost of green hydrogen mainly include the price of hydrogen production electricity, the annual utilization hours of hydrogen production equipment, the scale of the system, the unit price of equipment, the efficiency of electrolysis, and the level of project management. Among them, the electricity price of hydrogen production has the greatest impact, followed by the annual utilization hours. The future green hydrogen cost reduction path is mainly to further reduce the cost of wind and solar power generation, unit investment of water electrolysis hydrogen production equipment, followed by continuous improvement of water electrolysis hydrogen production conversion efficiency and green hydrogen project management level.
Question 4: What is the production and sales expectation of the project of preparing green ammonia from green hydrogen?
Answer: At present, the sales of the company's green ammonia products will be mainly oriented to the surrounding chemical enterprises and large multinational chemical enterprises. With the gradual shift of the synthetic ammonia market from traditional synthetic ammonia to green ammonia in the future, the application field of green ammonia will be further expanded, the market potential will be further released, and the income of green ammonia prepared by green hydrogen will continue to increase.
Question 5: What is the company's competitive advantage in hydrogen investment?
Answer: The company has the advantages of technology, talent and experience in the planning, design and construction of new energy power generation. At the same time, the company has relatively mature technology accumulation and operation performance in hydrogen ammonia chemical design, which can realize the independent design, construction and operation of the whole process of new energy hydrogen production project, and help to reduce the cost of the whole life cycle of the project. Relying on the technological advantages of the company's internal scientific research institutions, we will work closely with universities, research institutes and high-tech enterprises to build industrial development platforms, technology research and development platforms and technology application platforms to help the company's hydrogen energy industry chain layout development.
Question 6: What is the technical path and source of the company's hydrogen electrolyzer products?
Answer: The company's hydrogen electrolyzer technology is developed by the company in cooperation with Tsinghua University and other research institutes. The path currently includes alkaline electrolyzers and PEM electrolyzers, and seawater electrolyzers are also being laid out.
Question 7: What is the company's self-sufficiency rate in the preparation of electrolyzers? The company's core strengths?
Answer: In the production process of the company's electrolytic cell, the self-production rate of components is about 90%. The alkaline water electrolysis hydrogen production equipment designed and manufactured by the company has the following core advantages: first, the self-developed catalyst is adopted, and the energy consumption is lower than average level of the industry; second, the self-created laser double-sided welding technology is light in weight and low in cost; third, the hydrogen production system has the function of efficient and fast hot start; Fourthly, it has an 8 MW alkaline electrolytic water hydrogen production test platform with strong industry versatility and high standardization, which can verify the performance of the company's own electrolytic cell.
Question 8: What are the capabilities and achievements of the company's electrolytic cell testing platform?
The company's 8 MW alkaline electrolyzed water hydrogen production test platform has a rectifier transformer capacity of 8500kVA, which can test 500-1500 standard alkaline electrolyzers, analyze key indicators such as energy consumption, electrolysis efficiency and load regulation range, and issue authoritative test reports. At present, it has carried out electrolyzer performance testing services for some customers.
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