The Middle East Conflict Triggers an Energy Crisis, Is This Track Going to Break Out? Nearly 20 photovoltaic enterprises have rushed to the beach!

On March 9, the United States and Israel launched a joint military strike against Iran, which has entered its tenth day. However, with the escalation of geopolitical conflicts in the Middle East, the balance of the global energy market has been completely broken.

During this period, Iran announced the blockade of the Strait of Hormuz, resulting in the obstruction of global energy transport.

Affected by this, the international spot oil price soared crazily, hitting a record high in the past four years . As of March 9th, the international oil price soared again, breaking through $ 100 a barrel. As of 16:00 on the same day, Brent crude oil once touched $119 per barrel, and the latest report was $107.54 per barrel . Up 15 on the day.

Hydrogen energy is rapidly advancing from alternative energy sources to become the focus of energy strategic layout in the European Union and other countries.

Looking at China, China is also actively laying out the new track of hydrogen energy industry. In the Report on the Work of the Government of 2026, China first defined hydrogen energy as a "new growth point" and set up a national low-carbon transformation fund.

At the same time, with the promotion of China's "double carbon" goal and the maturity of hydrogen energy technology, more and more industrial giants begin to re-examine the important position of hydrogen energy as a clean energy in the future.

This trend has also already blown into the highly competitive photovoltaic industry .

Nearly 20! According to incomplete statistics, there are Longji Green Energy, Sunshine Power , JinkoSolar, Trina Solar , in the eyes of photovoltaic enterprises.

According to the official website of "Longji Hydrogen Energy", Longji Hydrogen Energy has achieved 1 in 2022. It is expected that by 2025, its production capacity will reach 5-10GW .

From the perspective of core layout, the layout of hydrogen energy in photovoltaic enterprises mainly focuses on hydrogen production equipment by electrolyzing water, and the core products include alkaline electrolyzers and PEM electrolyzers. Such as Longji Green Energy, Sunshine Power and so on.

Faced with the increasingly fierce main business track and the continuous compression of profit margins, keen photovoltaic entrepreneurs quickly seize new opportunities and cross the border in order to break the bottleneck of enterprise development and open up new growth tracks.

But is such a large-scale accumulation of hydrogen tracks a big gamble, or is the hydrogen tuyere really coming ? Is it a gamble to enter the game

at this time? Or is the draught coming? Under the background of accelerating the green transformation of energy in the world, the hydrogen energy industry has become a "new outlet" for investment in the global energy sector, with a rapid growth momentum.

According to the 2025 Global Hydrogen Energy Guidelines issued by the International Hydrogen Energy Commission and McKinsey, the cumulative investment in the global hydrogen energy industry chain will exceed $500 billion from 2025 to 2030. It is worth mentioning that China's investment in hydrogen energy has far exceeded that in other parts of the world.

In addition, since 2026, the central and local governments have intensively released signals to strengthen support for the systematic development of the hydrogen energy industry. Among them, General Secretary Xi Jinping clearly put forward that "we should cultivate new growth points such as hydrogen energy.." "

Under the positive tone at the national level, all parts of the country have responded.". Shanxi, Sichuan, Jiangsu and other provinces have included hydrogen energy-related projects in the key construction areas in 2026, and Inner Mongolia, Jilin, Heilongjiang and other provinces have also announced a number of hydrogen energy record projects in January 2026. Actively plan blueprint for the development of hydrogen energy industry.

unique industrial advantages .

One is the synergistic advantage of the industrial chain. On the one hand, photovoltaic hydrogen production can convert unstable photovoltaic power generation into stable hydrogen energy output, effectively solving the intermittent and fluctuating problems of photovoltaic power generation ; on the other hand, relying on photovoltaic power generation to electrolyze water to produce hydrogen, basically without greenhouse gas emissions, is the cleanest green hydrogen production mode.

In addition, according to public data, due to the imbalance of power supply and demand in Northwest China, the rate of light abandonment in some provinces in the region is increasing year by year, such as Yulin and Yan'an in northern Shaanxi, and the rate of photovoltaic light abandonment in 2025 is even more than 35%. The development of photovoltaic water electrolysis hydrogen production technology can just resolve the phenomenon of "light abandonment" and avoid the waste of resources.

The second is the significant cost advantage. With the continuous development of photovoltaic power generation technology, the cost of electricity continues to decline , which has become the most economical clean energy in the world, which provides low-cost power support for green hydrogen production. The cost of

green hydrogen production is mostly "electricity charges". In places with sufficient light, the electricity cost of photovoltaic hydrogen production is about 0. Under ideal conditions, the cost of green hydrogen can reach 5.

the rich experience accumulated by PV enterprises in terms of technology, large-scale production and cost control." It can be effectively transferred to the research and development and production of hydrogen energy equipment. Taking Longji Hydrogen Energy and Sunshine Hydrogen Energy as examples, relying on the accumulated experience in the photovoltaic field, enterprises have achieved technological breakthroughs in electrolytic cell products in just a few years, and quickly gained a firm foothold in the hydrogen energy equipment market.

However, although the layout of hydrogen energy has many advantages, it can not be ignored that the current hydrogen energy market is still in the early stage of development, not only the market size is limited, but also the downstream application scenarios are not fully mature. From the layout of related enterprises, most of them are still in the stage of strategic planning. In the short term, hydrogen energy business is also difficult to bring huge profits to photovoltaic enterprises immediately.

At the same time, the hydrogen energy industry involves electrolyzers, hydrogen storage, hydrogen transportation, hydrogenation and other links, with relatively high technical complexity and large R & D investment. As a heavy asset industry, investment and construction need to invest a lot of money.

At present, photovoltaic enterprises are generally facing the problem of capital shortage , and how to balance the investment of hydrogen energy business is a challenge in the case of loss in the main industry. Perhaps for some enterprises at present, it is not the most important thing to discuss which industry to lay out, but how to try our best to "survive" .