近日，光伏巨头隆基绿能科技股份有限公司（下称“隆基股份”）联手上海朱雀嬴私募投资基金合伙企业（有限合伙）成立西安隆基氢能科技有限公司（以下简称“隆基氢能”），隆基创始人李振国担任该公司董事长、总经理。该事件标志着3400亿光伏龙头——隆基股份正式入局氢能。4月6日，在三大股指走低的背景下，同花顺氢能源概念板块指数逆势收涨5.23%，报1370.19点，盘中创一年以来的新高。
      公开资料显示，隆基股份是全球最大的硅片制造商，也是全球最大光伏组件商，主要从事单晶硅棒、硅片、电池和组件的研发、生产和销售，以及光伏电站的开发业务。
        隆基股份方面对时间财经表示，氢能是一种清洁、高效的能源，在碳中和及风光平价的趋势下，可再生能源电解制氢有望成为最主要的制氢方式，市场前景广阔。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。近三年来形成了技术积累，下一步将进行氢能产业化布局。目前，制氢处于项目初期。
天眼查显示，隆基氢能注册于2021年3月31日，注册资本为3亿元。股东为隆基股份全资控股的子公司西安隆基绿能创投管理有限公司和上海朱雀嬴私募投资基金合伙企业（有限合伙）。经营范围包括气体、液体分离及纯净设备制造；新兴能源技术研发；节能管理服务；技术服务、技术开发、技术咨询、技术交流、技术转让、技术推广。氢能源按生产来源划分，可以分为“灰氢”、“蓝氢”和“绿氢”三类。目前，我国氢气主要来自灰氢。在业内人士看来，未来与大规模光伏发电或风力发电配套的电解水制取绿氢将成为发展趋势。

      中国煤炭加工利用协会统计显示，2020年，中国氢能产量和消费量均已突破2500万吨，已成为世界第一大制氢大国。在“十四五”规划纲要中，氢能与储能被列为前瞻谋划的六大未来产业之一。
根据相关资料，氢能将成为中国能源体系的重要组成部分。预计到2050年氢能在中国能源体系中的占比约为10%，氢气需求量接近6000万吨，年产值超过10万亿元。
从消费端来看，氢能消费场景极为广泛。以金属冶炼行业为例，“碳中和”目标下，相较于传统的高炉冶炼产生大量的二氧化碳气体排放，氢能炼钢利用氢气替代一氧化碳做还原剂，其还原产物为水，极大减少了传统钢铁冶炼中产生的碳排放。
隆基股份为何此时入局氢能？新能源企业古瑞瓦特首席产品经理刘继茂告诉时间财经，目前国内光伏组件、电池片、硅片产能均超过300GW，而全球的光伏安装量预计为160至180GW。光伏发电用于制氢是一个比较好的出路。制氢有三个用途，一是工业利用，二是氢能源汽车使用，三是可以储能。制氢发展前景非常好。天风证券指出，氢能成为海内外实现“碳中和”的重要途径之一。在“碳中和”目标的背景下，国内氢能发展将被快速推进，在制氢、加氢及燃料电池车方面均能有所突破，特别是在专用车、公交车及重卡的制造和消费方面有突出表现。
      国金证券也发布研报称，氢能是解决高比例波动性可再生能源消纳的关键媒介，短期内国内氢燃料电池上量集中在交运领域。但长期而言，随着行业降本及技术成熟度提升，氢能的应用范围将大大拓宽，成为横跨多能源体系、多应用场景的新兴战略能源，具有长期价值。在此之前，光伏巨头隆基股份发布公告称，预计2020年实现归属于上市公司股东的净利润为82亿元到86亿元，与上年同期相比，同比增加55.30%到62.88%；预计2020年实现归属于上市公司股东的扣非净利润为77.8亿元到81.8亿元，与上年同期相比，同比增加52.73%到60.58%。
      隆基股份称，公司去年业绩预增的主要原因是，2020年全球光伏新增装机需求持续增加，其中国内市场需求增长明显。报告期内，受益于单晶产品在度电成本方面体现出更高的性价比，单晶市场占有率快速提升。公司主要产品单晶硅片和组件产销量同比大幅增长，带来了营业收入和利润的稳步增长。2017年至2019年，隆基股份分别实现营收 163.6亿元、219.9亿元、329.0亿元，归母净利润分别为35.6亿元、25.6亿元、52.8亿元，连续三年成为“A股最赚钱光伏企业”。
受益于光伏行业的景气，在二级市场，隆基股份成为2020年的大牛股，被市场称为“光伏茅台”。东方财富网数据显示，隆基股份的股价从2020年年初的25元/股，涨到年底的92元/股，全年涨幅高达270%。截至4月7日A股收盘，隆基股份最新市值回调至3446亿元。（北京时间财经 向雨）

Recently, the photovoltaic giant Longji Green Energy Technology Co., Ltd. (hereinafter referred to as "Longji") and Shanghai Zhuqueying Private Equity Investment Fund Partnership (Limited Partnership) established Xi 'an Longji Hydrogen Technology Co., Ltd. (hereinafter referred to as "Longji Hydrogen"), Longji founder Li Zhenguo served as the chairman and general manager of the company. The event marked the official entry of Longji, a leading 340bn photovoltaic company, into the Bureau of Hydrogen Energy.On April 6, against the background of the decline of the three major stock indexes, the Flush Hydrogen Energy Concept Sector Index rose 5.23% to 1370.19 points, hitting a one-year high in the intraday.

According to public information, Longi is the world's largest silicon wafer manufacturer and the world's largest photovoltaic module maker, mainly engaged in the research, development, production and sales of monocrystalline silicon rods, wafers, cells and modules, as well as the development of photovoltaic power stations.

Longji shares said to Time Finance, hydrogen energy is a clean and efficient energy, in the trend of carbon neutrality and scenery parity, renewable energy electrolytic hydrogen production is expected to become the most major way of hydrogen production, the market prospect is broad. Longi shares as early as 2018 began to pay attention to and layout of renewable energy electrolytic hydrogen production.In the past three years, it has accumulated technology, and the next step will be the industrialization of hydrogen energy. Currently, hydrogen production is in the early stages of the project.

Skyeye check shows that Longi Hydrogen Energy was registered on March 31, 2021, with a registered capital of 300 million yuan.Shareholders for Longji shares wholly-owned subsidiary Xi 'an Longji Green Energy Venture Management Co., Ltd. and Shanghai Zhuqueying private equity investment fund partnership (limited partnership). Business scope includes gas, liquid separation and purification equipment manufacturing;Research and development of emerging energy technologies; Energy-saving management services;Technology service, technology development, technology consultation, technology exchange, technology transfer, technology popularization. Hydrogen energy can be divided into "gray hydrogen", "blue hydrogen" and "green hydrogen" according to its production sources.At present, hydrogen in China mainly comes from ash hydrogen. In the view of the industry, the future and large-scale photovoltaic power generation or wind power generation supporting the electrolysis of water to produce green hydrogen will become a development trend.

Statistics from the China Coal Processing and Utilization Association show that in 2020, China's hydrogen energy production and consumption will both exceed 25 million tons, making China the world's largest hydrogen producer. In the 14th Five-Year Plan, hydrogen energy and energy storage are listed as one of the six future industries.

According to relevant data, hydrogen energy will become an important part of China's energy system.Hydrogen energy is expected to account for about 10% of China's energy system by 2050, with hydrogen demand approaching 60 million tons and annual output exceeding 10 trillion yuan.

From the consumer side, hydrogen energy consumption scenarios are very wide.Taking the metal smelting industry as an example, under the goal of "carbon neutral", compared with the traditional blast furnace smelting to produce a large amount of carbon dioxide gas emissions, hydrogen steelmaking uses hydrogen instead of carbon monoxide as the reducing agent, and its reduction product is water, which greatly reduces the carbon emissions generated in the traditional steel smelting.

Longji shares why this time into the bureau of hydrogen energy?Liu Jimao, chief product manager of new energy company Guiruiwatt, told Time Finance that the current domestic PV module, cell and silicon wafer production capacity is more than 300GW, while the global PV installation is expected to be 160 to 180GW. Photovoltaic power generation for hydrogen production is a better way out.Hydrogen production can be used for three purposes, one is industrial use, the other is the use of hydrogen energy vehicles, and the third is energy storage. Hydrogen production has a promising future.Tianfeng Securities pointed out that hydrogen can become one of the important ways to achieve "carbon neutral" at home and abroad. Under the background of the goal of "carbon neutral", the development of hydrogen energy in China will be rapidly promoted, and breakthroughs will be made in hydrogen production, hydrogenation and fuel cell vehicles, especially in the manufacturing and consumption of special vehicles, buses and heavy trucks.

Sinofold Securities also released a research report that hydrogen energy is a key medium to solve the high proportion of volatile renewable energy consumption, and in the short term, domestic hydrogen fuel cell volume is concentrated in the transportation field. However, in the long term, with the reduction of industry costs and the improvement of technology maturity, the application range of hydrogen energy will be greatly expanded, and it will become an emerging strategic energy that spans multiple energy systems and application scenarios, with long-term value.Prior to this, the photovoltaic giant Longji shares issued a notice that is expected to achieve the net profit attributable to the shareholders of the listed company in 2020 is 8.2 billion yuan to 8.6 billion yuan, compared with the same period last year, an increase of 55.30% to 62.88%; It is expected that in 2020, the deduction of non-net profit attributable to shareholders of listed companies is 7.78 billion yuan to 8.18 billion yuan, compared with the same period last year, an increase of 52.73% to 60.58%.

Longji said that the company's performance last year is expected to increase the main reason is that in 2020, the global photovoltaic new installed capacity demand continued to increase, among which the domestic market demand growth is obvious. During the reporting period, the single crystal market share increased rapidly due to the higher cost performance of single crystal products in terms of the cost per kilowatt hour. The company's main products monocrystalline silicon wafers and components production and sales increased significantly compared with the same period last year, bringing steady growth of operating income and profit. From 2017 to 2019, Longji Group achieved revenue of 16.36 billion yuan, 21.99 billion yuan and 32.90 billion yuan respectively, and net profit attributable to its parent was 3.56 billion yuan, 2.56 billion yuan and 5.28 billion yuan respectively, becoming "the most profitable photovoltaic enterprise in A-share market" for three consecutive years.

Benefited from the boom of photovoltaic industry, in the secondary market, Longi shares will become a bull stock in 2020, known as "photovoltaic Moutai" in the market. According to data from Oriental Fortune.com, Longji shares rose from 25 yuan per share at the beginning of 2020 to 92 yuan per share at the end of the year, an increase of 270% over the whole year. As of April 7, A-share close, the latest market value of Longji shares back to 344.6 billion yuan.(Beijing Time Finance to Rain)