High-purity hydrogen faces a good policy environment and has broad market development prospects.

Hydrogen is the lightest gas among known gases. It is a colorless, odorless and flammable gas at normal temperature and pressure. It is non-toxic but cannot sustain life. Hydrogen has a strong affinity with air, oxygen, and halogens, and has a wide flammable range in air and oxygen. High-purity hydrogen refers to hydrogen with a purity equal to or higher than 5N (99.999%). High-purity hydrogen is a colorless and odorless combustible gas. High-purity hydrogen is mainly used in the electronics industry, semiconductors, fine chemicals and other fields. Among them, the demand for high-purity hydrogen in the electronics industry The largest amount.

High-purity hydrogen is a typical technology-intensive industry, with high production difficulty and investment. Production companies in my country’s high-purity hydrogen industry are mainly divided into two categories. One is foreign-funded companies. Representative companies include Linde Group, Air Liquide Group, and Air Chemicals. etc., entered the domestic market earlier and occupied most of the domestic high-end market share; the other type is local enterprises, representative enterprises include Shanghai Pujiang Special Gas Co., Ltd., Suzhou Jinhong Gas Co., Ltd., Henan Silane Technology Development Co., Ltd., etc. Due to the short R&D and production time, local enterprises are generally small in scale and have limited overall supply capacity.

According to the “2023-2028 China High Purity Hydrogen Industry Market In-depth Research and Development Prospects Forecast Report released by the Industrial Research Center, in recent years In 2017, with the continued development of downstream industries such as electronics, semiconductors, and fine chemicals, China’s high-purity hydrogen market demand has increased year by year, driving companies in the industry to continuously release production capacity. Coupled with the improvement in production efficiency brought about by industry technological progress, China’s high-purity hydrogen industry output Continued growth, domestic high-purity hydrogen production will increase to 1.021 billion m³ in 2022.

In recent years, China’s high-purity hydrogen production capacity has exceeded market capacity, and the industry has experienced a certain degree of overcapacity. However, based on the good market prospects, domestic companies are still actively building/expanding high-purity hydrogen projects to enhance their overall competitiveness. In the next few years, as domestic high-purity hydrogen production capacity continues to expand, my country’s high-purity hydrogen industry may face problems such as severe overcapacity, slow expansion of market capacity, and unreasonable product structure.

Industry analysts said that for the electronic special gas industry represented by high-purity hydrogen, the country has issued the “First Batch Application of Key New Materials” Policies such as the Demonstration Guidance Catalog and the “14th Five-Year Plan for Raw Materials Industry Development Plan” actively increase the localization rate of electronic special gas products, promote the high-quality development of the electronic special gas industry, and cultivate and expand the electronic special gas and its downstream strategic emerging industries. . China’s high-purity hydrogen industry faces a very good policy environment and development opportunities. The state also strongly supports the development of high-purity hydrogen and related industries. Therefore, relevant companies should seize the opportunity of national investment and vigorously develop high-purity hydrogen and electronic special gas-related businesses to achieve corporate economic development. Maximize benefits.