近日，光伏巨頭隆基綠能科技股份有限公司（下稱“隆基股份”）聯手上海朱雀嬴私募投資基金合伙企業(yè)（有限合伙）成立西安隆基氫能科技有限公司（以下簡稱“隆基氫能”），隆基創(chuàng)始人李振國擔任該公司董事長、總經理。該事件標志著3400億光伏龍頭——隆基股份正式入局氫能。4月6日，在三大股指走低的背景下，同花順氫能源概念板塊指數逆勢收漲5.23%，報1370.19點，盤中創(chuàng)一年以來的新高。
      公開資料顯示，隆基股份是全球最大的硅片制造商，也是全球最大光伏組件商，主要從事單晶硅棒、硅片、電池和組件的研發(fā)、生產和銷售，以及光伏電站的開發(fā)業(yè)務。
        隆基股份方面對時間財經表示，氫能是一種清潔、高效的能源，在碳中和及風光平價的趨勢下，可再生能源電解制氫有望成為最主要的制氫方式，市場前景廣闊。隆基股份早在2018年就開始關注和布局可再生能源電解制氫。近三年來形成了技術積累，下一步將進行氫能產業(yè)化布局。目前，制氫處于項目初期。
天眼查顯示，隆基氫能注冊于2021年3月31日，注冊資本為3億元。股東為隆基股份全資控股的子公司西安隆基綠能創(chuàng)投管理有限公司和上海朱雀嬴私募投資基金合伙企業(yè)（有限合伙）。經營范圍包括氣體、液體分離及純凈設備制造；新興能源技術研發(fā)；節(jié)能管理服務；技術服務、技術開發(fā)、技術咨詢、技術交流、技術轉讓、技術推廣。氫能源按生產來源劃分，可以分為“灰氫”、“藍氫”和“綠氫”三類。目前，我國氫氣主要來自灰氫。在業(yè)內人士看來，未來與大規(guī)模光伏發(fā)電或風力發(fā)電配套的電解水制取綠氫將成為發(fā)展趨勢。

      中國煤炭加工利用協(xié)會統(tǒng)計顯示，2020年，中國氫能產量和消費量均已突破2500萬噸，已成為世界第一大制氫大國。在“十四五”規(guī)劃綱要中，氫能與儲能被列為前瞻謀劃的六大未來產業(yè)之一。
根據相關資料，氫能將成為中國能源體系的重要組成部分。預計到2050年氫能在中國能源體系中的占比約為10%，氫氣需求量接近6000萬噸，年產值超過10萬億元。
從消費端來看，氫能消費場景極為廣泛。以金屬冶煉行業(yè)為例，“碳中和”目標下，相較于傳統(tǒng)的高爐冶煉產生大量的二氧化碳氣體排放，氫能煉鋼利用氫氣替代一氧化碳做還原劑，其還原產物為水，極大減少了傳統(tǒng)鋼鐵冶煉中產生的碳排放。
隆基股份為何此時入局氫能？新能源企業(yè)古瑞瓦特首席產品經理劉繼茂告訴時間財經，目前國內光伏組件、電池片、硅片產能均超過300GW，而全球的光伏安裝量預計為160至180GW。光伏發(fā)電用于制氫是一個比較好的出路。制氫有三個用途，一是工業(yè)利用，二是氫能源汽車使用，三是可以儲能。制氫發(fā)展前景非常好。天風證券指出，氫能成為海內外實現“碳中和”的重要途徑之一。在“碳中和”目標的背景下，國內氫能發(fā)展將被快速推進，在制氫、加氫及燃料電池車方面均能有所突破，特別是在專用車、公交車及重卡的制造和消費方面有突出表現。
      國金證券也發(fā)布研報稱，氫能是解決高比例波動性可再生能源消納的關鍵媒介，短期內國內氫燃料電池上量集中在交運領域。但長期而言，隨著行業(yè)降本及技術成熟度提升，氫能的應用范圍將大大拓寬，成為橫跨多能源體系、多應用場景的新興戰(zhàn)略能源，具有長期價值。在此之前，光伏巨頭隆基股份發(fā)布公告稱，預計2020年實現歸屬于上市公司股東的凈利潤為82億元到86億元，與上年同期相比，同比增加55.30%到62.88%；預計2020年實現歸屬于上市公司股東的扣非凈利潤為77.8億元到81.8億元，與上年同期相比，同比增加52.73%到60.58%。
      隆基股份稱，公司去年業(yè)績預增的主要原因是，2020年全球光伏新增裝機需求持續(xù)增加，其中國內市場需求增長明顯。報告期內，受益于單晶產品在度電成本方面體現出更高的性價比，單晶市場占有率快速提升。公司主要產品單晶硅片和組件產銷量同比大幅增長，帶來了營業(yè)收入和利潤的穩(wěn)步增長。2017年至2019年，隆基股份分別實現營收 163.6億元、219.9億元、329.0億元，歸母凈利潤分別為35.6億元、25.6億元、52.8億元，連續(xù)三年成為“A股最賺錢光伏企業(yè)”。
受益于光伏行業(yè)的景氣，在二級市場，隆基股份成為2020年的大牛股，被市場稱為“光伏茅臺”。東方財富網數據顯示，隆基股份的股價從2020年年初的25元/股，漲到年底的92元/股，全年漲幅高達270%。截至4月7日A股收盤，隆基股份最新市值回調至3446億元。（北京時間財經 向雨）

Recently, the photovoltaic giant Longji Green Energy Technology Co., Ltd. (hereinafter referred to as "Longji") and Shanghai Zhuqueying Private Equity Investment Fund Partnership (Limited Partnership) established Xi 'an Longji Hydrogen Technology Co., Ltd. (hereinafter referred to as "Longji Hydrogen"), Longji founder Li Zhenguo served as the chairman and general manager of the company. The event marked the official entry of Longji, a leading 340bn photovoltaic company, into the Bureau of Hydrogen Energy.On April 6, against the background of the decline of the three major stock indexes, the Flush Hydrogen Energy Concept Sector Index rose 5.23% to 1370.19 points, hitting a one-year high in the intraday.

According to public information, Longi is the world's largest silicon wafer manufacturer and the world's largest photovoltaic module maker, mainly engaged in the research, development, production and sales of monocrystalline silicon rods, wafers, cells and modules, as well as the development of photovoltaic power stations.

Longji shares said to Time Finance, hydrogen energy is a clean and efficient energy, in the trend of carbon neutrality and scenery parity, renewable energy electrolytic hydrogen production is expected to become the most major way of hydrogen production, the market prospect is broad. Longi shares as early as 2018 began to pay attention to and layout of renewable energy electrolytic hydrogen production.In the past three years, it has accumulated technology, and the next step will be the industrialization of hydrogen energy. Currently, hydrogen production is in the early stages of the project.

Skyeye check shows that Longi Hydrogen Energy was registered on March 31, 2021, with a registered capital of 300 million yuan.Shareholders for Longji shares wholly-owned subsidiary Xi 'an Longji Green Energy Venture Management Co., Ltd. and Shanghai Zhuqueying private equity investment fund partnership (limited partnership). Business scope includes gas, liquid separation and purification equipment manufacturing;Research and development of emerging energy technologies; Energy-saving management services;Technology service, technology development, technology consultation, technology exchange, technology transfer, technology popularization. Hydrogen energy can be divided into "gray hydrogen", "blue hydrogen" and "green hydrogen" according to its production sources.At present, hydrogen in China mainly comes from ash hydrogen. In the view of the industry, the future and large-scale photovoltaic power generation or wind power generation supporting the electrolysis of water to produce green hydrogen will become a development trend.

Statistics from the China Coal Processing and Utilization Association show that in 2020, China's hydrogen energy production and consumption will both exceed 25 million tons, making China the world's largest hydrogen producer. In the 14th Five-Year Plan, hydrogen energy and energy storage are listed as one of the six future industries.

According to relevant data, hydrogen energy will become an important part of China's energy system.Hydrogen energy is expected to account for about 10% of China's energy system by 2050, with hydrogen demand approaching 60 million tons and annual output exceeding 10 trillion yuan.

From the consumer side, hydrogen energy consumption scenarios are very wide.Taking the metal smelting industry as an example, under the goal of "carbon neutral", compared with the traditional blast furnace smelting to produce a large amount of carbon dioxide gas emissions, hydrogen steelmaking uses hydrogen instead of carbon monoxide as the reducing agent, and its reduction product is water, which greatly reduces the carbon emissions generated in the traditional steel smelting.

Longji shares why this time into the bureau of hydrogen energy?Liu Jimao, chief product manager of new energy company Guiruiwatt, told Time Finance that the current domestic PV module, cell and silicon wafer production capacity is more than 300GW, while the global PV installation is expected to be 160 to 180GW. Photovoltaic power generation for hydrogen production is a better way out.Hydrogen production can be used for three purposes, one is industrial use, the other is the use of hydrogen energy vehicles, and the third is energy storage. Hydrogen production has a promising future.Tianfeng Securities pointed out that hydrogen can become one of the important ways to achieve "carbon neutral" at home and abroad. Under the background of the goal of "carbon neutral", the development of hydrogen energy in China will be rapidly promoted, and breakthroughs will be made in hydrogen production, hydrogenation and fuel cell vehicles, especially in the manufacturing and consumption of special vehicles, buses and heavy trucks.

Sinofold Securities also released a research report that hydrogen energy is a key medium to solve the high proportion of volatile renewable energy consumption, and in the short term, domestic hydrogen fuel cell volume is concentrated in the transportation field. However, in the long term, with the reduction of industry costs and the improvement of technology maturity, the application range of hydrogen energy will be greatly expanded, and it will become an emerging strategic energy that spans multiple energy systems and application scenarios, with long-term value.Prior to this, the photovoltaic giant Longji shares issued a notice that is expected to achieve the net profit attributable to the shareholders of the listed company in 2020 is 8.2 billion yuan to 8.6 billion yuan, compared with the same period last year, an increase of 55.30% to 62.88%; It is expected that in 2020, the deduction of non-net profit attributable to shareholders of listed companies is 7.78 billion yuan to 8.18 billion yuan, compared with the same period last year, an increase of 52.73% to 60.58%.

Longji said that the company's performance last year is expected to increase the main reason is that in 2020, the global photovoltaic new installed capacity demand continued to increase, among which the domestic market demand growth is obvious. During the reporting period, the single crystal market share increased rapidly due to the higher cost performance of single crystal products in terms of the cost per kilowatt hour. The company's main products monocrystalline silicon wafers and components production and sales increased significantly compared with the same period last year, bringing steady growth of operating income and profit. From 2017 to 2019, Longji Group achieved revenue of 16.36 billion yuan, 21.99 billion yuan and 32.90 billion yuan respectively, and net profit attributable to its parent was 3.56 billion yuan, 2.56 billion yuan and 5.28 billion yuan respectively, becoming "the most profitable photovoltaic enterprise in A-share market" for three consecutive years.

Benefited from the boom of photovoltaic industry, in the secondary market, Longi shares will become a bull stock in 2020, known as "photovoltaic Moutai" in the market. According to data from Oriental Fortune.com, Longji shares rose from 25 yuan per share at the beginning of 2020 to 92 yuan per share at the end of the year, an increase of 270% over the whole year. As of April 7, A-share close, the latest market value of Longji shares back to 344.6 billion yuan.(Beijing Time Finance to Rain)