What are the leading stocks of hydrogen energy?
On April 6th, there were 18 hydrogen energy concept stocks * * *: Houpu, Furuite, First Flight Hi-Tech, Tianwo Technology, Meijin Energy, Times New Materials, Xintian Green Energy, Yeti, Kemeite Gas, Heyuan Gas, Yuneng Holdings, Baoguang, Hongda Xingye, Xiong Tao, Aerospace Engineering and Chai Quan Electric Power. In addition, cryogenic shares, Zhongtai shares and Kyle New Materials all increased by more than 10%.
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Is hydrogen energy concept stocks suitable for long-term holding?
The industrial chain of hydrogen energy is divided into three links: upstream hydrogen production, midstream hydrogen storage and downstream application. The upstream hydrogen production resources are abundant, and the main technical methods include traditional energy thermochemical reforming, electrolytic water and photolysis water. The middle reaches are the storage and transportation of hydrogen. At present, the development obstacles are still relatively large, mainly in three ways, among which high-pressure gas is the mainstream, the technology is relatively mature, solid hydrogen storage is the most promising, and organic liquid hydrogen storage is still in the demonstration stage; Downstream is the application of hydrogen, which can penetrate into all aspects of traditional energy, including transportation, industrial fuel, power generation and so on. The main technologies are direct combustion and fuel cell technology.
Hydrogen is the cleanest energy and has a bright development prospect. However, the transportation and storage costs of hydrogen production are too high, and each link has high technical barriers and problems. Under this cost constraint, large-scale commercialization cannot land in a short time. Therefore, the surge in the hydrogen energy sector is a hype and unsustainable. It will take a long time to really implement it.