中集集团参加“2021深圳辖区上市公司投资者网上集体接待日”，氢能相关业务受到重点关注
中集集团发布11月30日投资者关系记录表，记录显示多名投资者问及公司氢能相关业务，公司董秘吴三强、证券事务代表何林滢在本次全景网的活动上回答投资者提问表示：
1) 目前国内氢能源业务仍处于发展早期阶段，距离全面商业化仍需时日解决液氢储运等技术问题及成本问题等。根据《节能与新能源汽车技术路线图2.0》规划：到2025年，氢燃料电池汽车保有量达到10万辆左右，加氢站数量达到1000座以上；到2035年，氢燃料电池汽车保有量达到100万辆左右，加氢站数量达到5000座以上。随着各地政府出台各种政策支持氢能产业发展，相信行业发展速度会加快。根据中信证券的研报显示，按照相关规划，2025年氢燃料电池汽车总保有量接近10万辆，其中客车、货车保有量预计将分别达到 32000、63000辆左右。当前氢能行业发展迅速，中集安瑞科目前正在积极打造加氢站示范项目，目前为起步阶段。
2) 在氢能方面，本公司子公司中集安瑞科在液化天然气储运业务中是国内龙头企业，在氢能储运、加氢站、车用氢能装备等领域具备竞争优势。中集安瑞科已经进入氢能产业前后有大约15年之久，其产品和服务涉及氢气储存、运输和加注核心装备，中集安瑞科是目前国内主要的供氢系统设备制造商，2021年与鞍钢成立合资公司，启动焦炉气制液化天然气联产氢气项目；与Hexagon Purus共同成立合营公司，将为中国及东南亚快速增长的高压氢气储运的市场需求提供储运解决方案。中集安瑞科目前在氢能源业务上是全产业链布局，在不同的行业环节竞争对手是不同的。此外，中集集团重卡业务仍在积极密切关注氢能燃料重卡业务发展情况。
据了解，近年来，我国相关部委密集出台了政策引导氢能的开发和应用，加速氢能产业化进程。工业和信息化部日前表示，下一步，将积极配合相关部门制定氢能发展战略，研究推动将氢气内燃机纳入其中予以支持。据不完全统计，目前已有20多个省份、40多个地级市发布氢能规划，规划产业规模超过万亿元，众多央企和上市公司也竞相布局。根据中国氢能联盟预计，到2025年，我国氢能产业产值将达到1万亿元；到2050年，氢气需求量将接近6000万吨，氢能在我国终端能源体系中占比超过10%，产业链年产值达到12万亿元，成为引领经济发展的新增长极。
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