Solar power plant EPC preference coach's meijin energy companies such as fuel cells

Car development to the present stage, China solar power network, and initially use lithium ion battery of new energy bus, driving force source in industry in the policy, applied in the public domain, the main profits from subsidies.

at present, for passenger cars, has a high cost, limited space and filling stations limited popularity, and many other problems. According to the certificate data, domestic output of fuel cell vehicles 3018, 2019, year-on-year growth of 87% last year. 2019 fuel cell vehicles are all passenger cars and car, the bus 1335, year-on-year growth of 88% last year; Special for 1683, year-on-year growth of 85% last year.

2019 domestic fuel cell car production 0. The scale of 30000 units, fuel cell car market has billions. Subsidies subsidies in 2019 mentioned transition TuiPo 20%, after the transition period subsidy policy issued separately. But the policy has not fall to the ground after the transition period, we determine when the policy is clear, can 2015 new energy automobile analogy subsidy notification, clear the future planning and subsidies, industry development will be more clear.

checking - 2015 New energy bus explosion stage, 2016 buses corporate profit growth is obvious. 2015 - New energy bus industry in 2016, bus link dimension of income, gross profit and net profit significantly higher body body supporting the battery. 2015 - New energy buses in 2016 market size is 630/800 million respectively, solar energy, gross margin size is 157/200 million respectively, net income scale were 79/100 million, form a complete set of battery segment market size is 201/318 million respectively, gross margin size is 90/143 million respectively, net scale is 43/68 million, respectively.

if the outbreak of fuel cell bus industry, will greatly increase the size of new energy bus market. Northeast securities research institute predicted that assumes that the 10000 new car fuel cell bus, the scale of new market for more than $300, in new energy bus pull more than 60% of the market scale; New margin size exceeds ten billion yuan, pull of new energy bus market margin as high as 150%.

Shanghai and wuhan in China is currently the hydrogen car ownership goals most of the two cities, according to the Yangtze river delta hydrogen corridor construction development plan ', will take Shanghai as the first city to build hydrogen fuel emphasis. In 2021, the Yangtze river delta filling station infrastructure construction is expected to build up more than 40, to build up more than 200, 2025, 2030 more than 500. Ownership, to 2021 older triangle fuel-cell cars will be more than 5000 vehicles, is expected to reach 50000 by 2025, 200000 units in 2030. And planning to set up 5-2020 in wuhan 20 hydrogenation sites, hydrogen fuel cell vehicles run 2000 - 3000, is expected to set up 30-2025 100 hydrogenation sites, hydrogen fuel cell vehicles running scale of 10000 to 30000.

on December 23, 2019, Jiangsu Huachang Chemical Co. , Ltd ( Hereinafter referred to as & other; Huachang chemical & throughout; ) Announcement, and jinlong joint automotive industry ( Suzhou) Co. , LTD. ( Hereinafter referred to as & other; Suzhou jinlong & throughout; ) Cooperation to make the progress of the hydrogen fuel cell car, there are five hydrogen fuel cell car in demonstration, solar portal, has been on the road test run for more than 1 month.

in 2019, the jin has invested tens of billions of perfecting the hydrogen energy industry chain layout. A subsidiary's meijin energy a speeding car business includes highway passenger cars, tour buses, city bus, van, commercial vehicle, special equipment and medium-duty truck, car involved in diesel fuel, LNG and new energy, hydrogen energy power in the form.

since the securities and futures commission released on December 13, 2019, splitting the affiliated subsidiaries in the listed company listed several provisions on the pilot ( Hereinafter referred to as provisions) After splitting in a-share listed has been clear about the criteria and process. There are investors once asked a speeding car on interactions parent's meijin energy, if there is a spin off listing plan a speeding car. Beautiful brocade energy response was & other; Company is researching, such as have a clear plan of spin off listing plans or, solar portal, the company will timely perform review procedures and disclosure & throughout; 。

citic securities pointed out that the kam energy investment in 2019 further extension of hydrogen car industry chain, solar energy, and optimize the regional layout, consolidate the first-mover advantage of hydrogen energy market. To the hydrogen plate's meijin energy 2020 is expected to continue rapid expansion, industry expected under the catalysis of market is expected to further enhance.