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居彦峰
2022-12-07
$小天然气2302(QG2302)$
居彦峰
2021-09-17
这个怎么交易？
居彦峰
2021-08-22
zan
@桃李春风益点财:别盯着锂电了！政策红利即将转向它？！
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图片源自网络，版权属原作者今年3月底，长城汽车发布氢能战略发布会，同时举办了以“终极能源氢能，距离我们有多远”为主题的圆桌论坛。当时，看了一眼这个新闻，加上之前看过的一些行业报道，总觉得氢能距离我们还很遥远。这个遥远，第一是从消费者的角度来看，氢能目前还没什么使用场景；第二是从产业的商业化阶段来看，现有的技术和成本都很难实现规模化应用；第三从投资者的角度看，哪怕是所谓的氢能龙头，其氢能业务占比还很低，离给业绩做贡献还很远。后来我反思了一下，忘记以前是谁说过这句话，借用来总结我的反思挺好，大意就是以终局思维看问题会失去很多过程中的机会。反思过后，我认为对于氢能，就像十年前的锂电池一样，除了技术进步、降本、需求的推动，在产业发展的前期，要多关注政策推动的波动。今天我们就从氢能的发展阶段、各国氢能产业政策、氢能产业链来梳理一下。1、 氢能是终极能源吗？为什么要大力发展？为什么氢能会被冠以“终极能源”的称号呢？1． 作为二次能源，氢燃烧后只产生水，既不产生二氧化碳，也不产生颗粒物，是真正的零排放能源。在全球碳中和的目标下，这点显得尤其重要。2． 氢燃料来源广泛，可以通过水或可再生能源获得，也可以从石油、天然气、煤炭中获得。3． 氢的能量转化效率也很高，为内燃机的2-3倍。4． 无毒：氢气无味无毒，不会造成人体中毒。此外，氢气分子量为2, 仅为空气的1/14, 因此，氢气泄漏于空气中会自动逃离地面，不会形成聚集，不像其他燃油燃气在聚集地面时有易爆的危险（氢气易燃，燃烧时火焰垂直向上，但是不易爆）","listText":"我在上周发的《储能行业深度解读，三大重磅政策充分打开储能市场前景！》文章最后写到氢能发展的战略位置越来越高，提醒大家关注氢能的政策利好。氢能板块前些天的表现很强势，行情走完了吗？是不是炒概念？接下来要关注什么？今天我们来详说氢能。 图片源自网络，版权属原作者今年3月底，长城汽车发布氢能战略发布会，同时举办了以“终极能源氢能，距离我们有多远”为主题的圆桌论坛。当时，看了一眼这个新闻，加上之前看过的一些行业报道，总觉得氢能距离我们还很遥远。这个遥远，第一是从消费者的角度来看，氢能目前还没什么使用场景；第二是从产业的商业化阶段来看，现有的技术和成本都很难实现规模化应用；第三从投资者的角度看，哪怕是所谓的氢能龙头，其氢能业务占比还很低，离给业绩做贡献还很远。后来我反思了一下，忘记以前是谁说过这句话，借用来总结我的反思挺好，大意就是以终局思维看问题会失去很多过程中的机会。反思过后，我认为对于氢能，就像十年前的锂电池一样，除了技术进步、降本、需求的推动，在产业发展的前期，要多关注政策推动的波动。今天我们就从氢能的发展阶段、各国氢能产业政策、氢能产业链来梳理一下。1、 氢能是终极能源吗？为什么要大力发展？为什么氢能会被冠以“终极能源”的称号呢？1． 作为二次能源，氢燃烧后只产生水，既不产生二氧化碳，也不产生颗粒物，是真正的零排放能源。在全球碳中和的目标下，这点显得尤其重要。2． 氢燃料来源广泛，可以通过水或可再生能源获得，也可以从石油、天然气、煤炭中获得。3． 氢的能量转化效率也很高，为内燃机的2-3倍。4． 无毒：氢气无味无毒，不会造成人体中毒。此外，氢气分子量为2, 仅为空气的1/14, 因此，氢气泄漏于空气中会自动逃离地面，不会形成聚集，不像其他燃油燃气在聚集地面时有易爆的危险（氢气易燃，燃烧时火焰垂直向上，但是不易爆）","text":"我在上周发的《储能行业深度解读，三大重磅政策充分打开储能市场前景！》文章最后写到氢能发展的战略位置越来越高，提醒大家关注氢能的政策利好。氢能板块前些天的表现很强势，行情走完了吗？是不是炒概念？接下来要关注什么？今天我们来详说氢能。 图片源自网络，版权属原作者今年3月底，长城汽车发布氢能战略发布会，同时举办了以“终极能源氢能，距离我们有多远”为主题的圆桌论坛。当时，看了一眼这个新闻，加上之前看过的一些行业报道，总觉得氢能距离我们还很遥远。这个遥远，第一是从消费者的角度来看，氢能目前还没什么使用场景；第二是从产业的商业化阶段来看，现有的技术和成本都很难实现规模化应用；第三从投资者的角度看，哪怕是所谓的氢能龙头，其氢能业务占比还很低，离给业绩做贡献还很远。后来我反思了一下，忘记以前是谁说过这句话，借用来总结我的反思挺好，大意就是以终局思维看问题会失去很多过程中的机会。反思过后，我认为对于氢能，就像十年前的锂电池一样，除了技术进步、降本、需求的推动，在产业发展的前期，要多关注政策推动的波动。今天我们就从氢能的发展阶段、各国氢能产业政策、氢能产业链来梳理一下。1、 氢能是终极能源吗？为什么要大力发展？为什么氢能会被冠以“终极能源”的称号呢？1． 作为二次能源，氢燃烧后只产生水，既不产生二氧化碳，也不产生颗粒物，是真正的零排放能源。在全球碳中和的目标下，这点显得尤其重要。2． 氢燃料来源广泛，可以通过水或可再生能源获得，也可以从石油、天然气、煤炭中获得。3． 氢的能量转化效率也很高，为内燃机的2-3倍。4． 无毒：氢气无味无毒，不会造成人体中毒。此外，氢气分子量为2, 仅为空气的1/14, 因此，氢气泄漏于空气中会自动逃离地面，不会形成聚集，不像其他燃油燃气在聚集地面时有易爆的危险（氢气易燃，燃烧时火焰垂直向上，但是不易爆）","images":[{"img":"https://static.tigerbbs.com/38d41737e94f09a65b32b2092036fda0","width":"688","height":"459"},{"img":"https://static.tigerbbs.com/044633563648bfa203a5c5c909540a2d","width":"688","height":"425"},{"img":"https://static.tigerbbs.com/8b1db85c28dbc77e64daff022f21607f","width":"688","height":"455"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/831101408","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":8,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":497,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}
