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Today's market hotspots are scattered. In fact, in essence, it is now mainly at a stage of risk appetite.
Take the recent hottest 5G, because there is still time from the actual substantive orders, so the initial hype is the casualty of the hot money. The target they choose is generally the market value, then the stock price. Low, such asDongfangtongletterWhen starting, it costs more than 4 yuan, but as time approaches, as the order is about to land, you will find that those who are already super high may not get any orders, so they will start the journey of value return!
And some other monsters likeXinjiang Jiaojian,Wind FanIt is also a hype of risk appetite. When the demon stocks are high, the heights are not overwhelming, but the hunger and thirst funds are obviously still unfinished. The best way is to dig a main line again because the one is full. The plates that are profitable and ready to run are very resistant, while the ones that are in the low position and have relatively clean chips are obviously less resistant.
Today, a new main line has emerged - hydrogen fuel cell! There are 6 stocks in the sector, and the trend has also risen.
What are the common characteristics of hydrogen fuel cells compared to 5G? Both can be said to representNew economyIn the direction of science and technology innovation, and in the short term, it is a concept of speculation. For the time being, there is no substantive performance. Since there are no shadows, the logic is the same, and the risk appetite is also hyped. The funds for speculation are no different.
Although the hydrogen fuel cell doesn't have much shadow, it still has a little bit of something to see. I will give you a brief explanation:
The reason why hydrogen fuel cells can be fired is obviously that there is no wind and no waves. The necessary catalytic policies and events are still dripping. Domestically:
In January 2018, Zhangjiakou launched 74 hydrogen fuel cell bus purchases, and Futian Ouhui and Yutong respectively had 49 and 25 vehicles, which is an important symbol of the commercialization of hydrogen fuel cell vehicles.
In 2018, the National Development and Reform Commission and other four ministries and commissions issuednew energyIn the article "Notice on the Promotion of Financial Subsidy Policies for Automobiles", it is proposed that the subsidies for fuel cell vehicles remain unchanged.
On December 15, Wan Gang, chairman of the Association for Science and Technology and former Minister of Science and Technology, issued a paper in the People's Daily to support fuel cells.
To give you a simple science, the fuel cell is a non-fuel process electrochemical energy conversion device that continuously converts the chemical energy of hydrogen (such as fuel, current technology path mainly hydrogen) and oxygen into electrical energy.
Internationally, the world's leading fuel cell leader is the two companies, Ballard and Plage. Coincidentally, these two US stocks have not seen much growth recently. Among them, Prager Energy's recent rebound has risen by more than 70%. The Lad power system has recently increased by more than 40%.
US stocks can usually map A-shares, especially the technology stocks sector, this time also plays a role.
From the perspective of the industrial chain, hydrogen fuel cells are mainly divided into three areas: upstream materials, midstream assembly, and downstream applications.
Upstream materials: hydrogen supply and battery assembly production, including hydrogen production and transportation, battery bipolar plates, catalysts, proton exchange membranes, gas diffusion layers, seals, etc.;
Midstream assembly: mainly the assembly of fuel cell systems;
Downstream applications: Manufacturers of fixed power generation units, transportation equipment and portable fuel cells.
If you are still too tall, look at the clouds, it doesn't matter, then take a look at the structure of the industry chain below:
So how is China's current development in the field of hydrogen fuel cells? What companies are there?
Upstream field: China's fuel cell core raw materials are still in the early stage of transition from laboratory to industrialization, the technology level is relatively backward, lack of self-production capacity, and rely heavily on the import of foreign company Ballard, Hydrogenics and other company reactors for assembly;
Midstream: Domestic enterprises are mostly deployed in the field of midstream system integration, and some enterprises also extend to upstream materials;
Downstream: Domestically, it is mainly the mainstream car companies to reserve and layout.
Companies in the hydrogen fuel cell industry chain are sorted out as follows:
Below, we should focus on the key stocks of hydrogen energy batteries as follows:
1,Ocean motor: Participate in Ballard, play with the faucet
In 2016, the company acquired a 9.9% stake in Ballard Power Systems and became the company's largest single shareholder. In 2018, it signed a 6.5 million euro investment agreement with HT, the global leader in hydrogen storage and transportation technology, to lay out the hydrogen energy equipment market. The company continues to consolidate the company's hydrogen fuel cell vehicle industry layout, which will form a good foundation for benefiting from the gradual increase in fuel cell vehicles.
November 1, 2018,Ocean motorIn the interactive platform, at present, the company's hydrogen fuel cell business has initially completed the layout and achieved the project. The cooperative vehicles include Zhongtong, Dongfeng Special Auto, Foshan Feichi, Futian, SAIC Datong, Nanjing Jinlong, Shenlong, etc. The direction is passenger cars and logistics vehicles.
2,Snowman shares: Globally competitive
Snowman sharesThe hydrogen fuel cell air circulation system is globally competitive. Fuel cell systems have been supplied to many car manufacturers such as Ballard of Canada and DaimlerChrysler, Mercedes-Benz, GM, Volvo, Toyota, and Honda.
At present, the air circulation system developed by the company for hydrogen fuel cells has been supplied with prototypes according to customer's customized requirements, and has signed air compressor sales orders with related hydrogen fuel cell engine companies.
3,Xiongyi shares: Full industrial chain layout, great ambition
Investing in Beijing Hydrogen Energy, it plans to invest 5 billion yuan to build a hydrogen fuel cell industrial park in Wuhan. The company recently revealed on the interactive platform that Wuhan Hannan Hydrogen Station is under construction and is currently basically completed. It is the first fixed hydrogen refueling station in Hubei Province and is expected to become one of the largest hydrogen refueling stations in the country after completion. The first hydrogen refueling station in Datong has started construction and is expected to start operations in January 2019.
4,Furett: Subsidiary has layout
FurettFurui Hydrogen Equipment Co., Ltd., a holding subsidiary of the company, mainly produces on-board high-pressure hydrogen supply systems and hydrogen refueling stations for hydrogen fuel cell vehicles.
Mainly related materials and hydrogen storage tanks
Mainly platinum catalyst coating materials will cause demand for platinum, and currently the global platinum production capacity is limited.Guizhou Institute of PlatinumIt is the scarcity of platinum resources in China.
(Source: Fortune number of shareholder z9lMga 2019-01-11 16:59)[Click to view original]