据研究机构测算，到2050年，全球氢需求将达到6-8亿吨/年。未来30年，全球年均新增的制氢规模约为2500万吨，将带动太阳能光伏年新增装机规模达900吉瓦，形成万亿级市场。据报道，日本“新能源产业技术综合开发机构”（NEDO）及东京都大学、信州大学等组成的研究团队近日成功利用阳光照射从水中分解出氧与氢的“光触媒”作用，在氢能方面有了革命性的突破。在100平方米的大范围试验中，成功分离出高纯度氢。这一实验的成功有助于大量且低成本的制造氢的技术，标志着日本实现了全球首例太阳能大规模制氢。研究团队表示，在100平方公尺的大范围成功分离出氢是全球首例，该技术成果有助于未来大量且低成本地制造氢能源。该成果已发表在国际科学期刊“自然”（Nature）。
     据悉，目前制氢技术主要分为四种：化石原料制氢、化工原料制氢，工业尾气制氢和电解水制氢。由于中国煤炭资源比较丰富，煤制氢技术占全国制氢技术的一半以上。到2025年中国制氢市场规模将超8800亿元，近年来，氢能在社会发展中需求越来越大，具有经济优势的技术中降低制氢成本，是氢能推广使用的关键。中国虽然具有丰富的煤炭资源优势，但会产生新的污染，不符合未来达到碳中和的目标。电解水制氢方面，依靠传统发电模式制氢则成本较高，而光伏制氢则具有明显的成本优势。业内人士表示，结合对氢气产量的分析，2019年我国制氢行业的市场规模约为7175亿元，预计到2025年，制氢市场规模将超过8800亿元。据研究机构测算，到2050年，全球氢需求将达到6-8亿吨/年。未来30年，全球年均新增的制氢规模约为2500万吨，将带动光伏年新增装机规模达900吉瓦，形成万亿级市场。
      相比光伏产业而言，布局光伏制氢的公司并不多。证券时报·数据宝统计，目前有11家公司具备相关技术或投资该领域。光伏龙头隆基股份早在2018年就开始关注和布局可再生能源电解制氢，近三年来，与国内、海外知名科研机构、权威专家进行了深入的研发课题合作，在电解制氢装备、光伏制氢等领域形成了技术积累。2021年3月末，隆基股份通过全资子公司隆基绿能创投与上海朱雀投资合资成立西安隆基氢能科技有限公司，进行氢能产业化布局。11月15日晚间，北交所上市公司凯添燃气宣布进军光伏制氢产业。公告显示，2021年11月11日，凯添燃气与国能宁夏供热有限公司签署《战略合作协议》。协议双方拟利用公司厂区建筑屋顶及空地建设分布式光伏制氢示范项目，所有发电量全部自发自用。公司负责氢气的制取和储存、开发应用，国能宁夏供热有限公司负责光伏发电设施的建设。
      同日，凯添燃气与四川智慧绿动能源有限公司签署《战略合作协议》，双方拟合作开发清洁能源项目，包括但不限于天然气能源、光伏制氢、风力制氢、生物质能源、光热能源、热载体能源、垃圾焚烧发电以及能源储备和输配等领域。宝丰能源10月14日在互动平台表示，公司光伏制氢装置全部投产后可年产2.4亿标方绿氢和1.2标亿方绿氧，项目配套建设2x100MWp光伏发电装置，自备光伏发电约占三分之一，其余拟主要通过其他新能源所发电量调节弥补。
     数据宝统计，截至11月15日收盘，今年以来光伏制氢概念股平均涨幅达到47.46%，高出沪指45个百分点以上。阳光电源、亿利洁能、凯添燃气、美锦能源等4股涨幅超60%。阳光电源涨幅翻倍位居榜首，公司10月9日在互动平台表示，今年3月推出国内首款最大功率250KW的SEP50 PEM制氢电解槽，目前已签订光伏制氢示范项目。截至三季度末，这些光伏制氢概念股合计1406家机构持仓。隆基股份机构扎堆最为明显，共861家机构持有该股，公司前十大流通股东中，北上资金持仓市值达到554亿元，高瓴资本持仓市值261亿元，中央汇金持仓市值66亿元。11月以来公司股价小幅下跌5.53%，最新市值回落到5000亿以下。数据宝统计，这些概念股超半数滚动市盈率不到30倍，其中宝丰能源、亿利洁能、凯添燃气市盈率均在20倍以下。按照5家以上机构一致预测数据，隆基股份、阳光电源、宝丰能源3股获机构预测今年净利润增速30%以上。

By 2050, global demand for hydrogen will reach 600-800 million tons per year, according to research institutes.  In the next 30 years, the global average annual increase of hydrogen production is about 25 million tons, which will drive the annual increase of solar photovoltaic installed capacity to 900 gigawatts, forming a trillion-level market.   A Japanese research team led by NEDO, Tokyo Kyoto University and Shinshu University has made a revolutionary breakthrough in hydrogen energy by using photocatalysis, which separates oxygen and hydrogen from water through sunlight.   High purity hydrogen was successfully separated in a large scale test of 100 square meters.   The success of the experiment, which helps produce hydrogen in large quantities and at low cost, marks Japan's achievement of the world's first large-scale solar hydrogen production.  The successful separation of hydrogen over an area of 100 square meters is the first of its kind in the world and could help produce hydrogen energy in large quantities and at low cost in the future, the team said.  The results have been published in the international scientific journal Nature.  

It is reported that the current hydrogen production technology is mainly divided into four kinds: fossil raw material hydrogen, chemical raw material hydrogen, industrial tail gas hydrogen and electrolytic water hydrogen.   Due to China's abundant coal resources, coal hydrogen production technology accounts for more than half of the country's hydrogen production technology.  By 2025, the market size of hydrogen production in China will exceed 880 billion yuan. In recent years, the demand for hydrogen energy is increasing in social development, and reducing the cost of hydrogen production among economically advantageous technologies is the key to promoting the use of hydrogen energy.   Although China has the advantage of abundant coal resources, it will generate new pollution, which is not in line with the goal of carbon neutrality in the future.  In the aspect of hydrogen production by electrolysis of water, the cost of hydrogen production by traditional power generation mode is high, while photovoltaic hydrogen production has obvious cost advantage.  Combined with an analysis of hydrogen production, the market size of China's hydrogen production industry was about 717.5 billion yuan in 2019, and is expected to exceed 880 billion yuan by 2025, industry insiders said.  By 2050, global demand for hydrogen will reach 600-800 million tons per year, according to research institutes.  In the next 30 years, the global average annual increase of hydrogen production is about 25 million tons, which will drive the annual increase of photovoltaic installed capacity to 900 gw, forming a trillion-level market.  

Compared with the photovoltaic industry, the layout of photovoltaic hydrogen production companies are not many.  Securities Times · Data Treasure statistics, currently there are 11 companies with relevant technology or investment in the field.  As early as 2018, Longji, the leading photovoltaic company, began to pay attention to the layout of renewable energy electrolysis hydrogen production. In the past three years, it has carried out in-depth cooperation with domestic and overseas well-known scientific research institutions and authoritative experts in research and development projects, and formed technology accumulation in electrolysis hydrogen production equipment, photovoltaic hydrogen production and other fields.   At the end of March 2021, Xi 'an Longji Hydrogen Technology Co., Ltd. was established by Longji Green Energy Venture Capital, a wholly-owned subsidiary of Longji, and Shanghai Rosefinch Investment to carry out the layout of hydrogen energy industrialization.  On the evening of November 15, Kaitian Gas, a company listed on the North Stock Exchange, announced its entry into the photovoltaic hydrogen production industry.  According to the announcement, on November 11, 2021, Kaitian Gas and Guoneng Ningxia Heating Co., Ltd. signed a strategic cooperation agreement.  Both parties plan to build a distributed photovoltaic hydrogen production demonstration project on the roofs and vacant lots of the company's factory buildings, and all the electricity generated will be self-used.  The company is responsible for hydrogen production, storage, development and application, while Guoneng Ningxia Heating Co., Ltd. is responsible for the construction of photovoltaic power generation facilities.  

On the same day, kai tian gas and sichuan wisdom green dynamic energy co., LTD. Signed the strategic cooperation agreement, the two sides to cooperative development of clean energy projects, including but not limited to natural gas energy, solar hydrogen production, hydrogen production from wind, biomass energy, thermal energy, heat energy, waste incineration power generation and energy reserves and distribution, etc.   Baofeng Energy said on the interactive platform on October 14 that the company can produce 240 million cubic meters of green hydrogen and 120 million cubic meters of green oxygen per year after all the photovoltaic hydrogen production devices are put into operation. The project supporting construction of 2x100MWp photovoltaic power generation devices, about one-third of the self-provided photovoltaic power generation, the rest of the plan is mainly through other new energy generation adjustment to make up.  

According to Data Bao statistics, as of November 15, the average increase of photovoltaic hydrogen production concept stocks this year reached 47.46%, more than 45 percentage points higher than the Shanghai Stock Index.   Sunshine power supply, Yi Li Jie Energy, Kai Tian gas, Meijin energy and other 4 stocks rose more than 60%.   Sunshine Power, which doubled to top the list, said on the interactive platform on Oct. 9 that it launched China's first 250KW SEP50 PEM hydrogen electrolytic cell in March this year, and has signed a demonstration project of photovoltaic hydrogen production.   As of the end of the third quarter, these photovoltaic hydrogen concept shares total 1,406 institutions hold positions.  Longji is the most obvious group of institutions, with a total of 861 institutions holding the stock. Among the top ten circulating shareholders of the company, the market value held by Beishang Capital reaches 55.4 billion yuan, hillhouse Capital 26.1 billion yuan, and Central Huijin 6.6 billion yuan.  Since November, the company's share price has fallen slightly by 5.53%, bringing its latest market value back below $500 billion.  Data bao statistics, more than half of these concept stocks rolling earnings ratio is less than 30 times, baofeng Energy, Yi Li Jie Energy, Kai Tian gas earnings ratio are below 20 times.  According to more than 5 institutions consistent forecast data, Longji shares, sunshine power supply, Baofeng energy 3 shares by institutions forecast net profit growth of more than 30% this year.