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Published on 2019-01-11 16:49:19 Share it web version
                                    [Discussion] How long will the fuel cell sector outbreak last?
Today's fuel cell sector broke out, how long can this momentum last? Welcome to [shares discussion thread] to share your views, three people must have my teacher, exchange learning makes people progress! Welcome to [shares discussion thread] to share your views, three people must have my teacher, exchange learning makes people progress! Welcome to [shares discussion thread] to share your views, three people must have my teacher, exchange learning makes people progress! Welcome to [shares discussion thread] to share your views, three people must have my teacher, exchange learning makes people progress! Welcome to [shares discussion thread] to share your views, three people must have my teacher, exchange learning makes people progress! Welcome to [shares discussion thread] to share your views, three people must have my teacher, exchange learning makes people progress! Welcome to [shares discussion thread] to share your views, three people must have my teacher, exchange learning makes people progress! Welcome to [shares discussion thread] to share your views, three people must have my teacher, exchange learning makes people progress! Welcome to [shares discussion thread] to share your views, three people must have my teacher, exchange learning makes people progress! Welcome to [shares discussion thread] to share your views, three people must have my teacher, exchange learning makes people progress!
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Welcome to [shares discussion thread]

Focus of this issue: fuel cell sector

The latest topic in this issue: How long will the fuel cell sector outbreak last?

Xiongyi shares shareholder views
 Jiang Lintao  :One board
 In fact, a board of faucets is actually a very powerful eye. I haven't looked at it from the Eastern Communications and Aerospace Communications Xinjiang Construction. Today, I have a single board to set the leading stock. He is the heroic stock of hydrogen fuel cells.
 1. The fuel cell outlet is coming.
 The recent fuel cell policy is one after another, all of which are heavy. The recent policies have been more than in the past few years. The stock market has not responded much. The primary market is looking for fuel cell projects everywhere. In the post-knowledge, sit and wait for fermentation. The recent heavyweight policy is as follows: Shandong discussed fuel cell operation subsidies a few days ago, Foshan has implemented, other lithium battery solar subsidies are falling, fuel cell subsidies are increasing; yesterday's news 11 ministries and commissions encouraged large trucks to use fuel cells to carry out demonstration operations. They have been demonstrating buses before, and this has sent large orders to fuel cell companies. The newly elected academician of the National Energy Investment Group proposed that the relevant ministries Hydrogen is included in the management of the energy system. This is the core and the biggest obstacle to the industrialization of hydrogen energy. The visual inspection is a bit difficult. However, from December 15th, Wan Gang issued a text saying that today, the academician came out for the platform, how to get it later. If you really want to remove hydrogen from the crisis into the energy system management, then it may be true that the industry is coming.
 2. Xiongyi shares are very strong in the field of fuel cells
 Xiongyi shares used to be very good in lead-acid batteries, so it was slowed down in the lithium battery industry. Lithium batteries have been basically eliminated. So in the hydrogen energy battery, his boss is ahead. You are assured of the corporate texture of Shenzhen.
 3. What is the market value of the leading companies in fuel cells? The Ningde era of lithium batteries is 170 billion. Xiongyu is currently 4.7 billion
 The above three logics can support the three-fold increase? In the era of Zhuang and the death squad. Which other location has a better stock?
Keli Yuanyou's views
 Dunn Foundation  : After reading the posts posted by Keliyuan, I will summarize

Figure 1, Keliyuan has been Geely, Changan cooperation, especially the Geely Borui GE version, this year shipped to 10003 units, that is to say, Geely has begun to spread large areas, under the good reputation of Borui GE, next year Geely started a larger area of ​​implementation of the hybrid plan, will achieve a better sales climax Figure 2, FAW Car and Keli far cooperation, the next three years of carrying CHS hybrid system not less than 150,000 sets, Geely's future three In the case of Geely, this year, Borui GE10003 sets, in the future to reach 150,000 sets, Geely must be fully distributed in all types of models, the Lectra series, the Emgrand series, the word generation, the word Generation, the future of Keli far income, including profits are also comprehensive upwards Figure 3, Keli far to predict the future CHS prospects, the number of markets, but according to Geely, and SAIC's cooperation agreement, the number is far more than this, so this is Very conservative number Figure 4, Geely purchases no less than 150,000 units in the next three years, FAW purchases no less than 150,000 units. Figure 5, the origin of Keli far CHS hybrid system, is Geely based on its own MEEBS technology, Keli Far BPS technology, the total development of Figure 6, to explain the model of the Keli far CHS, Geely future is a big head, but there are Dongfeng, Jiangling Landwind, at this point, the potential car manufacturers of Keli far cooperation, the basic exposure, the future forecast has a new height Figure VII, founder Lao Zhong has the risk of being forced to close the position when the stock price falls, but the company has already released the news of the repurchase of shares. In the future, the stock price will fall, and the old clock can be repurchased at any time to avoid the stock price continuing to fall, even if the stock price falls. According to the shareholding of shareholders, Laozhong lost control of the company. The biggest shareholder is Geely, and Geely has the ability to control Keliyuan. However, I personally think that the old clock will not do this, and we must find ways to keep the stock price! The future of Keli is far from fragrant! Figure 8, the most heavy, forecast of future income, 2019, 460 million! In 2020, 1.859 billion, officially began a new chapter, the old clock to harvest the investment in Keliyuan over the years! In 2021, 6.346 billion, officially entered the market, a large area of ​​distribution! Become a leader in domestic hybrids! In 2022, in 2023, it will remain at around 8.5 billion, officially becoming a brother of domestic hybrids! You said, in view of the above, is Keliyuan going to usher in a new chapter? Now billions of dishes, the future personally feel that with such a huge amount of CHS system, the market value has doubled to 16 billion, you can do it!
Snowman shares shareholder views
 Hi new research  : Optimistic snowman

From the beginning of electric energy, human beings have entered the era of clean energy. However, the current lithium battery is not a real power source. Air and hydrogen are the ideal energy sources. Starting from the market perspective, there is demand for market, then technical talent, capital scale, and finally Dongfeng, Dongfeng is policy. From the point of view of the fuel cell, the lithium battery can have the advantage of being late, and the river and the lake are evenly divided, which is more convenient, efficient, energy-saving and pollution-free. Optimistic about the snowman shares. The accumulation of technology has reached the breakthrough point of scale effect.
Xiongyi shares shareholder views
 Xhmyth2015  : If you don’t break the five-day line, you won’t be able to make a big shot.

New energy vehicle trend stocks, new high board, although the sealing strength is general, but the continuous stacking volume, there are a lot of funds inside, do the five-day line, do not break the five-day line, not out of heavy volume
Published on 2019-01-11 18:46:43
                                                Meijin Energy Hydrogen Fuel Vehicle has been exported.
Published on 2019-01-11 18:55:51
                                                Snowman shares, natural gas, the first leading company of hydrogen batteries, cold logistics.
Published on 2019-01-11 17:32:37
                                                Huachang, you said that the hero is the leader, the person in the bar believes?
Published on 2019-01-11 17:51:25
                                                Concept stock, one night
Published on 2019-01-11 18:38:23
                                                The Japan Institute of Materials Research (NIMS), in collaboration with the University of Tokyo and Hiroshima University, conducted a technical and economic benefit assessment of the hydrogen generation systems for photovoltaic power generation and storage batteries.

The research team designed a comprehensive system for adjusting the charge and discharge capacity of batteries and the amount of hydrogen produced by water electrolysis according to the amount of photovoltaic power generation. By comprehensively considering future technological improvements and comprehensively investigating the capacity of batteries and water electrolyzers, it is determined that there is international price competition. The technical level required for low-cost hydrogen production. For example, by developing a battery that is likely to be put into practical use around 2030 and has a slower discharge but a lower cost, it is expected to realize a hydrogen production cost of 17-27 yen per cubic meter (about 1.04 to 1.64 yuan).
 In the development of technology that makes renewable energy the main power source, this achievement can be used as an important guide.
Published on 2019-01-11 18:38:55
                                                The statistical certificate and the fuel cell data of the valid recommended catalogues in 2018 show that in 2018, the output of hydrogen fuel cell vehicles in China reached 1,619, and the demand for fuel cells driven by hydrogen fuel cell vehicles was 50.91 MW, an increase of 54.27% over 2017.
Published on 2019-01-11 18:40:06
                                                In 2016, the China Blueprint Energy Industry Infrastructure Development Blue Book (2016) issued by the China National Institute of Standardization Resources and Environment Branch and China Electrical Equipment Industry Association first proposed the development road map of China's hydrogen energy industry. By 2020, The number of hydrogen refueling stations reached 100 and the number of fuel cell vehicles reached 10,000.

In September 2017, Shanghai released the “Shanghai Fuel Cell Vehicle Development Plan”. It is planned that by 2020, the hydrogen fuel cell industry chain will create an output value of 15 billion yuan in Shanghai. By 2025, the output value will reach 100 billion yuan. Sales reached 20,000 vehicles. Since then, Xi'an, Guangzhou, Wuhan and other places have also released the hydrogen fuel cell industry development plan.
Published on 2019-01-11 18:40:38
                                                With the help of the 2022 Beijing Winter Olympics, Zhangjiakou is taking advantage of its abundant wind power and photovoltaic renewable energy resources to actively create a hydrogen fuel cell vehicle development atmosphere. It plans to put fuel cell buses and logistics into use in Zhangjiakou City by 2020. The number of cars and taxis will reach 1,800, and 21 hydrogen refueling stations will be built. The annual production of hydrogen production will be 20,000 tons, the fuel cell engine production capacity will be 10,000 units, and the fuel cell passenger car production capacity will be 4,500 units. The initial formation of hydrogen production, storage and transportation, It is added to the entire industrial chain of fuel cell engine and vehicle development, production and testing.
Published on 2019-01-11 18:41:47
                                                In the “Medium and Long-term Development Plan for the Automotive Industry” jointly issued by the Ministry of Industry and Information Technology, the National Development and Reform Commission and the Ministry of Science and Technology in 2017, fuel cell vehicles were listed as key support areas. In addition, according to the “National Fuel Cell Development Roadmap” issued by China, by 2020, 2025 and 2030, the scale of China's fuel cell vehicles will reach 5,000, 50,000 and 1,000,000 respectively, and hydrogenation will be completed by 2030. 1000 stations, hydrogen fuel cell vehicles entered the mass production stage.

In June 2018, the new energy financial subsidy was implemented in 2018. The subsidy standard for fuel cell vehicles was unchanged compared with last year. The subsidy standard for passenger cars was 6,000 yuan/kW, and the subsidy ceiling was 200,000 yuan per vehicle. The maximum subsidy for trucks is 300,000 yuan per vehicle; the maximum subsidy for large and medium-sized passenger vehicles and medium and heavy-duty trucks is 500,000 yuan per vehicle. This is very rare in the case of subsidies of other types of new energy vehicles up to 50%, and also shows the government's determination to support the development of hydrogen fuel cell vehicles. High subsidies are becoming an important driving force for the development of hydrogen fuel cell vehicles. China's fuel cell vehicles have taken the lead in the commercial vehicle sector, and the promotion of passenger vehicles will take longer.
Published on 2019-01-11 18:43:20
                                                Snowman Shares (002639): Hydrogen Fuel Cell (Engine) Overtakes Xiongsheng Shares (002733)

1. (Hydrogen) fuel cell: "hydrogenation for 3 to 5 minutes, battery life of 500 to 750 kilometers" VS (lithium) power battery: "fast charge for 20 to 30 minutes, battery life of 200 to 300 kilometers."
 2. China's fuel cell vehicle development roadmap: It is estimated that by 2020, 100 hydrogen refueling stations and 5,000 hydrogen fuel cell vehicles will be built; by 2025, there will be 100,000 hydrogen fuel cell vehicles.
 3. Snowman Shares (002639) has established a strategic development model for actively developing carbon-free high-efficiency hydrogen energy projects and core equipment R&D and supply since 2016. Introduce hydrogen energy and fuel cells through a series of international mergers, acquisitions or shareholdings...
Published on 2019-01-11 18:46:43
                                                Meijin Energy Hydrogen Fuel Vehicle has been exported.
Published on 2019-01-11 18:52:16
                                                Snowman shares are the leader
Published on 2019-01-11 18:55:51
                                                Snowman shares, natural gas, the first leading company of hydrogen batteries, cold logistics.
Published on 2019-01-11 20:30:07
                                                In the blink of an eye, these days, the shares of Xiongyi have been rushing to the forefront. Others follow.
Published on 2019-01-11 20:46:52
                                                Hydrogen energy battery three Musketeers.
Recently, the concept of hydrogen fuel cells has been hot. The author collects some information online, sums up the three-swordsman of hydrogen fuel cell, and uses the domestic and foreign technology to describe the Ocean Electric, Huachang Chemical, which specializes in the production of main raw materials, and the all-power diesel engine featuring direct production of hydrogen fuel cell stacks. . All are low-priced stocks, who is likely to become the leader of hydrogen energy, welcome to discuss. The author believes that to become a leader, the concept is authentic, the plate is moderate, and the price is low (the mass base is good).
Ocean Electric (characterized by domestic and foreign technology): announced in September 2016, the company and Ballard Power Systems and Shanghai Remodeling Energy Technology Co., Ltd. signed a Memorandum of Understanding in Shanghai on September 1st, aiming to further Promote strategic cooperation between Ocean Electric and Ballard in China. According to the memorandum, Dayang Electromechanical plans to set up a fuel cell module assembly joint venture company, and in Wuhan, Beijing, Shandong and Chongqing (or Sichuan)...
Published on 2019-01-11 21:41:58
                                                The pig in the mouth of the wind, the wind stopped, the pig fell beyond recognition. . . Is there such a lesson? If you don’t buy it below 10 yuan, don’t chase it high!
Published on 2019-01-11 21:47:10
Ningbo No. 1 0326 :
                                                            Hydrogen energy battery three Musketeers. Recently, the concept of hydrogen fuel cells has been hot. The author collects some information online, sums up the three-swordsman of hydrogen fuel cell, and uses the domestic and foreign technology to describe the Ocean Electric, Huachang Chemical, which specializes in the production of main raw materials, and the all-power diesel engine featuring direct production of hydrogen fuel cell stacks. . All are low-priced stocks, who is likely to become the leader of hydrogen energy, welcome to discuss. The author believes that if you want to be a leader, you have a concept...
                                                Brother, look at who is the major shareholder of Ballard, Weichai Power! Ocean Electric’s possession of Ballard’s shares has been diluted a lot.
Posted on 2019-01-11 21:52:00
                                                Is it the leading fund (the main force) has the final say, a few scattered copper plates can only be onlookers! Who is the next big brother, see the true color after three trading days.
Posted on 2019-01-11 23:00:12
Rapids and swirls :
                                                            The pig in the mouth of the wind, the wind stopped, the pig fell beyond recognition. . . Is there such a lesson? If you don’t buy it below 10 yuan, don’t chase it high!
                                                Brother trend
Published on 2019-01-11 23:05:15
                                                With the fuel cell, the country is not afraid of super environmental protection.
Published on 2019-01-11 23:34:13
                                                The hype is not wrong, but you have neglected a Huachang Chemical. The hydrogen industry chain of Huachang Chemical is fully mature. Just like the electrolyte of a lithium battery, it will be crazy. Then there will be more hydrogen refueling stations. Like the previous Shanghai Putian, it will make you doubt life.
Published on 2019-01-12 00:08:27
                                                Xiongyi shares are well-deserved leading stocks. You know it when you communicate with Dongfang.
Published on 2019-01-12 00:35:41
                                                I will vigorously attack the lithium battery car and tout the concept of hydrogen energy battery! At that time, lithium batteries have not reduced subsidies, and hydrogen energy has not improved the concept of the country.
But as long as you have a brain, you should know that lithium batteries have no way out.
Domestic ordinary cars can only sell 190,000 to 100,000, replace the engine, and sell 200,000 batteries. The nonsense of earning state subsidies is not much to say, and it is willing to fight for the shackles, but the cost of lithium battery vehicles is about 170,000. The battery cost is 80,000 yuan. Recently, the owners of the first batch of electric vehicles have begun to complain. After three years of battery failure, the replacement of a battery of 78,000 yuan, or not?
The concept of environmental protection is also untenable!
Mine salt lake mining, battery manufacturing, recycling and processing, electricity. Can it be environmentally friendly?
So, from the beginning I said that the lithium battery is a pseudo-proposition! Like the PHS of the year, it is just a deformed product in the process of technology replacement.
The Ningde era (SZ300750)$ and $BYD (SZ002594), backed by lithium batteries, went bankrupt sooner or later!
Seeing him as a tall building, seeing his tall building down, but a dream!
Hydrogen energy is the future!
There are cities in the United States and Japan that have implemented hydrogen energy vehicles. What is the most powerful Japanese hydrogen-powered application for lithium battery research?
Hydrogen oxygen water, this is truly environmentally friendly!
Gasoline, hydrogen replacement!
Gas station and gas station replacement!
Simple and natural!
Published on 2019-01-12 01:32:26
                                                600860 fuel cell pain, four-type bottle, is the faucet
Published on 2019-01-12 07:50:02
Prosperous seasons 0281 :
                                                            The hype is not wrong, but you have neglected a Huachang Chemical. The hydrogen industry chain of Huachang Chemical is fully mature. Just like the electrolyte of a lithium battery, it will be crazy. Then there will be more hydrogen refueling stations. Like the previous Shanghai Putian, it will make you doubt life.
                                                The production of hydrogen is worried that it is superfluous. As long as the market is determined, Sinopec and PetroChina will enter the monopoly supply in minutes. Does Huachang Chemical Company not know if it can drink some soup?
Published on 2019-01-12 08:01:10
Yi Zhuzhu :
                                                            In the blink of an eye, these days, the shares of Xiongyi have been rushing to the forefront. Others follow.
                                                The analysis of the landlord is very reasonable, and the heroic hydrogen energy will return to the leadership position of the Ningde era.
Published on 2019-01-12 08:42:42
                                                600218 Quanchai Power produced hydrogen fuel cell products last November.
Published on 2019-01-12 09:58:12
Yuhong 163 :
                                                            The production of hydrogen is worried that it is superfluous. As long as the market is determined, Sinopec and PetroChina will enter the monopoly supply in minutes. Does Huachang Chemical Company not know if it can drink some soup?
                                                Money is the smartest, wait and see
Published on 2019-01-12 10:10:10
                                                On January 11, 2019, some investors asked the Snowman Shares (002639). Hello, Secretary: The company is the first company in China to have an upstream and downstream hydrogen energy industry chain. Is there any project that is currently implemented or is there any hydrogen energy product that has been sold?
The company replied that the hydrogen fuel cell engine project developed by the company has been included in the “2018 Industrial Strong Foundation Engineering Key Products and Process Demonstration Application Promotion Plan” by the Ministry of Industry and Information Technology. This is the ground-breaking project we are implementing to accelerate the promotion. At present, the company has set up a production line for air compressors and hydrogen circulation pumps for hydrogen fuel cells in China, and has already delivered to Yutong Bus (600066), Dongfeng Motor (600006), Jinhua Young Man Automobile, Wuhan Taige Hydrogen Vehicle, Xiamen Golden Brigade, 21 vehicle and engine companies such as Xiamen Jinlong United provide air compressors for core components that match new energy vehicles, as well as fuel cell engine systems for their “hydrogen fuel passenger cars” and “hydrogen fuel logistics vehicles” projects. There are 2 hydrogen energy vehicles planned to apply to the National Ministry of Industry and Information Technology, "New Energy Vehicle Promotion and Application Recommended Model Catalogue". In addition, the company is accelerating the industrialization process of hydrogen fuel air compressors and the development and production of related products. Thank you!
Published on 2019-01-12 11:26:19
                                                Why not say 5G infrastructure
Published on 2019-01-12 11:47:25
                                                Recently, the hydrogen energy project demonstration application seminar was held in Fujian Snowman Co., Ltd. in Changle District, Fuzhou City. This is the first time in the country to hold a seminar on the demonstration application of hydrogen energy projects, which has attracted representatives from many well-known vehicle companies, bus groups, logistics companies, energy companies, financial institutions, industry associations and research institutes. The seminar demonstrated the current technological developments and related innovative demonstration applications of hydrogen fuel cell vehicles, and Fujian's technical strength and industrial layout in the field of hydrogen energy vehicles have also received much attention from the industry.
Hydrogen fuel vehicle has great advantages and good prospects for promotion. Hydrogen fuel cell is a battery that uses hydrogen as a chemical element to store energy. The basic principle is to send hydrogen to the negative electrode of the fuel cell through the reverse reaction of electrolyzed water. Role, an electron in the hydrogen atom is separated, the loss of electron hydrogen ions (protons) through the proton exchange membrane, reaching the positive electrode of the fuel cell, and...
Published on 2019-01-12 11:48:35
                                                "Fujian Power" is rising, or creating the next "unicorn"
For the blue ocean of this industry development, Fujian enterprises are also “not absent”. Jinlong Bus, a leading vehicle manufacturer in our province, successfully developed a 12-meter hydrogen fuel cell city bus in 2016 based on the core technology research and development of pure electric and hybrid buses. In 2016, it obtained production access qualification. “The single hydrogenation of 300 cubic meters of this car can reach a speed of 800 kilometers at a constant speed. After nearly two years of vehicle reliability test, it has already established the basis for demonstration operation.” The person in charge of the company said.
The host of this seminar, Fujian Snowman Co., Ltd., is one of the leading companies in the field of hydrogen fuel cells. Its hydrogen energy battery engine has been included in the “2018 Industrial Strong Foundation Engineering Key Products and Process Demonstration Application Promotion Plan” of the Ministry of Industry and Information Technology. Lin Yijie, general manager of Snowman Co., Ltd. introduced that on October 30, 2015, the snowman shares were completed...
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