资源描述
|2023 12 05/2024 70MPa 70MPa 70MPa IV 2023 5 70MPa 2024 6 1 60%70MPa 2023 1-10 1433MW 2022 2 710MW CR3 66%1000 700 23 2023 10 1.8 2025 5 3.2 70MPa C 70 42.5%32%8 COP28 27 昇 21EPS 22EPS 23EPS 22PE 23PE PB 82.4 1.1 2.4 6.5 34 13 4.8 21.1 1.2 2.0 1.9 11 11 2.2 10.3 0.8 0.8 0.9 13 11 1.2 15.0 0.2-0.3-1.1 6.4 0.5 0.5 0.7 15 9 0.9 9.3 0.4-2.0-1.7 53.9-1.6-1.7-2.9 8.5 0.2 0.6 1.0 17 8 2.4 53.5 0.7 0.8 1.6 69 35 4.0 ifind 20231204%298 5.9 4655.4 6.0 3875.8 5.7%1m 6m 12m 0.5-17.5-27.4 4.0-7.1-16.7 1 800V 105 2023-12-04 2 22 2023-11-27 3 77 2023-11-14 S1090515050001 S1090521070003-30-20-10010Dec/22 Mar/23 Jul/23 Nov/23(%)电力设备及新能源 沪深300 4 2.4 1.4 2.6 70MPa.9 1.9 2.70MPa.10.10.11.14.18.22.23 1.6 2 H2 scale.6 3.6 4 IRA.6 5 2018-2023H1.10 6 2022.10 7 2021-2022 70MPa.10 8 2017-2023 10.13 9 2023 1-10 TOP10 MW.14 10 2023 1-10.14 11 2023 1-10.14 12 2023H1/kW.14 14.18 15 2022-2023 10.18 16 2022.19 17 2023 H1.19 18 2022.19 19 2023 1-10.19 20 2022.20 21 2023 1-10.20 22 2022.20 23 2023 H1.20 24 2019-2022/kW.21 1 2023.5 YWEVxOmRoNpOrPsRmRrOrQ9PdNaQmOnNsQnOiNrQoMkPpPsM6MpPuNwMoPsQvPmPuM 3 2.6 3.7 4 RED III.8 5.9 6 IV.11 7 IV.11 8.11 9/2025.12 10 70MPa.13 11 2023 10/.15 12 AKL.17 13.18 14.22 4 1.2020 1.2.70MPa 3.1 2 4.2023 1.23 2.70MPa 8(2023)-70MPa IV 3.10 2021 4./5 1 2023 2023.5.23 70MPa IV 2024 6 1 2023.5.23 70MPa IV 2024 6 1 2023.8.8(2023)2025 30 ISO IEC 2023.6.26 2023.6.28 12 7 1 2023.7.20 2023-2025 2023.11.23 20023.10.9 2021 2021-2022 3 159 132 2023.5.22(2023)()(HCFCs)(HFCs)()2023.7.27 6(CCUS)2023.10.10(2023-2035)LNG 6 2023.10.25 2030(CCUS)2030 2.70 2023 6 2050 10%2030 2040 2050 1000 2000 5000/2023 10 13 70 H2Hub 1 2 H2 scale DOE U.S.National Clean Hydrogen Strategy and Roadmap DOE U.S.National Clean Hydrogen Strategy and Roadmap 3 4 IRA DOE ICCT 2 7.5 Air Liquide,Bloom Energy,PSEG,Chesapeake Utilities 7 10 BP,ExxonMobil,Air Liquide,ArcelorMittal,Atlas Agro,Plug Power 12 Amazon,Bosch,Chevron,GE,General Motors,Hyundai,Microsoft 12 ExxonMobil,Chevron,Orsted,Air Liquide,AES,Mitsubishi Power Americas 9.25 EQT,Battelle,GTI Energy,Allegheny Science&Technology 10 Amazon,Air Liquide,Fortescue,Mitsubishi Power Americas Heartland 9.25 Xcel Energy,Marathon Petroleum,TC Energy DOE 2 90%18(64.8CO2e/kWh)8 31 2023 11 23(EEA)10 4.5/8 9 RED III RED III 2030 42.5%2.5%45%RED II 32%42%1%12 COP28 GDA 27 3 IPCEI Hy2Tech 54 88 CCfD 30 InvestEU 2021-2027 4000 8 SET-Plan 4 2 European Parliament RMI 4 RED III/2030 42.5%45%14.5%2030 29%2030 5.5%1%1.6%2030 42%2035 60%2030 49%2026 0.8%2026 1.1%9 70MPa 1.70MPa LH2 LOHC-70MPa IV 23 5 70MPa 2024 6 1 60%70MPa 70MPa 5 MPa kg/m3 kg/m3 kg/kg LH2 1 71 24.2 9.60%1m3 2.5m3 660kg 90%64kg 50 28%50m3 62m3 11 90%3100kg 70 40.2 11-24.3 5.2-7.6%240 360 35 24 6.26-6.5 1.92-2.88 140 165 30 21.2 9.5 1.92%40 20 14.9 5.76 1.12%40 LOHC 5 1267 57 4.50%5 1740 102 5%1 792 99 12%2 771 113 14.70%10 2.70MPa 35MPa IV 2022 94%35MPa 70MPa 2022 CR3 68%IV 2024 6 70MPa IV IV III IV III 20%-30%III 3 5.5wt%35MPa IV III 15%70MPa IV III 30%IV 5 2018-2023H1 6 2022 7 2021-2022 70MPa 1.011.492.263.435.223.9601234562018 2019 2020 2021 2022 2023H132%23%13%9%8%15%国富氢能中材科技奥扬科技天海工业（京城股份）科泰克其他7.52%6.23%92.48%93.77%0%20%40%60%80%100%2021 202270MPa 35Mpa 11 6 IV Hexagon IV 2022 10/2020 2 IV 5000 IV 70MPa 2021 70MPa 10000/2021 III 35MPa IV 70MPa 2020 IV 2021 3 IV 7 IV/70MPa IV 2020.4.20 2020.5.1 T/CATSA102007-2020 2020.9.30 2020.10.8 T/CCGA 40007-2021 2021.12.30 2022.3.1 GB/T 42612-2023 2023.5.23 2024.6.1 GB/T42610-2023 2023.5.23 2024.6.1 GB/T42626-2023 2023.5.23 2023.12.1 GB/T42536-2023 2023.5.23 2024.6.1 8 MPa kg/L g/L I 17.5-20 0.9-1.3 14-17 15 45MPa 600-1500L II 26-30 0.6-1.0 14-18 15 III/30-70 0.35-1.0 40 15-20 35MPa 70MPa 35MPa 70MPa IV 30-70 0.3-0.8 49 15-20 2023 10 357 2025 1000 2025 1000 12 70MPa 1000kg/d 70MPa 1000/1.9/kg 20 330,80%35MPa 70MPa/70MPa 35MPa 70MPa 70MPa 35MPa 70MPa 35MPa 70MPa 9/2025 50 10000 2021 2025 60 6000 200 10000 100 1000 2021-2035 10 500 2021-2035 50 1250 30 1000 15 1000 2021-2025 30 2000 100 10000 2020-2030/10000 2022 2035/5000 10 500 30 5000 2022 2025 40 4000/2022-2035 34 150 2023-2035 10 500 2020-2030 100 10000 2020 2022 10 1000 2021-2025 37 10000 30 2000 2022-2035 70 10000 2023 2025/60 5000 10 500 2023 2035 10 500 13 8 2017-2023 10 10 70MPa 70MPa 2022 2022.6 2021.1.1-2021.12.31 500 70MPa-30%1000 2021.1 2023 12 31 500kg/d 70MPa 1000kg/d 35MPa 30%500 MPa 2021 2022 2023 500 400 200 2020.11 3 2022 40%700 2023 30%600 2020.10 5 70MPa 2022 40/2023 1 1 30/2019.10 2022 12 31 500 MPa 35MPa 30%500 2019.6 35MPa/70MPa kg/d12 kg MPa 35MPa 500 102651118218324357328369434560685815020040060080010002017 2018 2019 2020 2021 2022 202310 14 23 10 31 2023 1-10 28 1433MW 2022 2 28 22 710MW CR3 66%1000 5MW 698-770 1396-1540/kW 2023 1336-1896/kW 9 SOEC 2-3 5 9 2023 1-10 TOP10 MW 10 2023 1-10 11 2023 1-10 12 2023H1/kW 210127 12563504027 2516.5905010015020025030%18%18%9%7%6%4%4%2%1%2%89.32%6.28%4.40%0%ALK PEM SOEC AEM13731896144613360200400600800100012001400160018002000(2022/5/6)(2023/3/14)(2023/4/11)(2023/4/24)15 11 2023 10/1 ALK 5MW/2023.1.6 2 100 ALK 5MW/3 PEM 1MW 687 2023.2.14 4 300 ALK 6MW EPC/2023.1.16 5 ALK 6.5MW 486.66 2023.1.17 6 200M ALK 7.5MW/2023.1.28 7 PEM 1MW 125.8 2023.2.3 8 ALK 45MW 997.6 2023.2.16 9 PEM 50MW 2900 2023.2.23 5 ALK 75MW 698 6 ALK 60MW 748.86 7 ALK 40MW 719.93 8 ALK 20MW 770 10 1 ALK 25MW 683.4 2023.3.15 2 ALK 80MW 680 11 AEM AEM 500NL/h Enapter/2023.3.22 12 ALK 35MW/2023.3.27 13 ALK 5MW EPC/2023.3.28 14 40 ALK 35MW 699 2023.6.14 20MW 2023.10.8 15 ALK 40MW 2023.5.8 16 1 ALK 20MW 830 2023.5.16 2 ALK 20MW 900 17 500MW SOEC 63MW/2023.5.25 18 35MW ALK 35MW 609.14 2023.6.16 19 20 ALK 70MW/2023.6 PEM 20 5Nm/hPEM PEM 0.02MW 96 2023.7.19 21 ALK/96 2023.6.30 22 ALK 27MW 1443 2023.6.6 23 ALK 10MW 1150 2023.9.8 PEM/24 EPC ALK 70MW/2023.9.28 16 25 2023 PEM 125 525MW/2023.10.11 ALK 26 ALK 1MW/2023.10.9 27 ALK 9MW/2023.10.16 28 ALK 12MW 999 2023.10.24 3N 5N 99.99%/25/kg TCO 1.9-3.5/Nm3 21-39/kg 4000 0.2/kWh 16.1/kg 17 12 AKL 720 240 240 150 1350 8%15 0.12 157.7/4.4 kWh/0.2/kWh 0.88/0.001/0.001/5/0.01/40 22 1000/4000 400/357143 kg/1.4/16.1/kg 18 2023 10 1.8 2023 1-10 3336 2022 1-10 39%8 13 8 12 6 9 12 2021-2035 2025 5 2025 2 5 3.2 13 5300 7710 4445 5000 10000 2196 818 685 2711 2826 41%11%15%54%28%13 14 2022-2023 10 2022 CR5 54%2023 1-6 CR5 44%2023 1-6 11%10%4%8%-100%-50%0%50%100%150%050010001500200025003000350040002019 2020 2021 2022 202301-10 YOY YOY0200400600800100012002022/12022/22022/32022/42022/52022/62022/72022/82022/92022/102022/112022/122023/12023/22023/32023/42023/52023/62023/72023/82023/92023/10 19 15 2022 16 2023 H1 2023 10 2058 61.5%10 27.5%2023 1-10 8.8%70MPa 17 2022 18 2023 1-10 2023 1-10 76%11.8pcts 11%10%8%8%7%6%6%4%40%11%10%8%8%7%6%6%4%40%010002000300040005000600070001 2 3 4 5 6 7 8 9 10 11 12 050010001500200025003000350040001 2 3 4 5 6 7 8 9 10 20 19 2022 20 2023 1-10 2022 CR5 66%2023 1-6 CR5 45%2023 1 6 15%6-8%21 2022 22 2023 H1 2019-2023 5 3800/kW BOP 020040060080010001 2 3 4 5 6 7 8 9 10 11 12 010020030040050060070080090010001 2 3 4 5 6 7 8 9 10 19%17%12%11%4%3%3%2%2%2%2%1%1%21%9%8%8%7%7%6%6%4%4%3%38%21 23 2019-2022/kW 0500010000150002000025000300002019 2020 2021 2022 202301-05 22 2024 70MPa 14 21EPS 22EPS 23EPS 22PE 23PE PB 82.4 1.1 2.4 6.5 34 13 4.8 21.1 1.2 2.0 1.9 11 11 2.2 10.3 0.8 0.8 0.9 13 11 1.2 15.0 0.2-0.3-1.1 6.4 0.5 0.5 0.7 15 9 0.9 9.3 0.4-2.0-1.7 53.9-1.6-1.7-2.9 8.5 0.2 0.6 1.0 17 8 2.4 53.5 0.7 0.8 1.6 69 35 4.0 ifind 20231204 23 2023-02-26 2023-02-20 2019-04-17 1 2 3 24 6-12 A 300 500 20%5-20%5%5%
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