The Beijing Winter Olympics will officially open tomorrow. Hydrogen energy travel is also known as a highlight of this winter Olympics. The demonstration of “green winter Olympics” takes the lead, and the hydrogen fuel cell industry chain is expected to meet new opportunities.
“The Winter Olympics has created several firsts in history: for the first time, more than 1000 fuel cell vehicles have been put into centralized operation; for the first time, fuel cell vehicles have been used as the main transport capacity in large-scale international competitions; for the first time, domestic independent technologies and international first-class brands compete on the same track; for the first time, new energy vehicles have been held in the field for several months in severe cold winter (including warm-up race) “Your services.” Chai Maorong, chief CTO of Guodian hydrogen energy, told the associated press of Finance and economics.
demonstration effect of Winter Olympic Games and new opportunities for hydrogen energy
This winter Olympics focuses on the concept of “green winter Olympics”. The Beijing Winter Olympics is also expected to become the first Olympic event to truly realize carbon neutrality. All 26 venues in the three competition areas will use “green electricity”, in which hydrogen energy will become the “protagonist” energy.
According to the data released by the Beijing Winter Olympics Organizing Committee, the Beijing Winter Olympics will demonstrate the operation of more than 1000 hydrogen energy vehicles, equipped with more than 30 hydrogen refueling stations, which is the world’s largest fuel cell vehicle demonstration.
During the Winter Olympics, the temperature is as low as minus 30 or 40 degrees Celsius, which means that the low temperature environment has higher demand for the start-up and endurance of new energy vehicles.
Why use hydrogen fuel cell vehicles in mountainous areas? Chai Maorong believes that the Winter Olympic Games are different from the summer Olympic Games. More than 70% of the events are in the mountains. Whether it is Chongli in Zhangjiakou or Haituo mountain in Yanqing, the temperature on the mountain is lower than minus 20 degrees. In this low temperature environment, electric vehicles can’t work normally. In addition, there is an altitude difference of 1500 meters from bottom to top in Yanqing competition area. All the way from downtown Beijing to Yanqing is climbing, which also tests the climbing ability of lithium battery electric vehicles. The power consumption of climbing is much higher than that of flat land. The key of fuel cell application is to realize the consistency of stable operation and 10000 hours of trouble free operation, so as to realize the application of passenger cars and other vehicles.
“Low temperature adaptability is an important assessment item in the Winter Olympic test.” The technicians of Shanghai Shenli Technology Co., Ltd. told the financial associated press that during the event, the minimum temperature in Zhangjiakou was close to – 30, and the bus needs to operate well in the low temperature environment in Zhangjiakou.
Industry insiders expect that after the Winter Olympics, the national level will increase support for the application of hydrogen fuel cells.
The financial Associated Press reporter combed and counted the sales plans and targets of fuel cell vehicles proposed by various provinces. By 2025, the total annual sales of fuel cell vehicles in China will exceed 100000 and the number of hydrogen refueling stations will exceed 1000, which means that the sales scale of hydrogen energy vehicle market will increase by more than 10 times in the next four years.
Guolian Securities Co.Ltd(601456) analysts believe that the core materials of hydrogen fuel cells, such as gas diffusion layer, catalytic layer and proton exchange membrane, are generally in the stage of sample delivery test and verification. Since it is expected to take 2 to 3 years for products from sample delivery test to mass production, it is expected that the hydrogen fuel cell industry chain is expected to fully realize domestic supply in the next 2 to 3 years. Chai Maorong told the financial associated press that China’s hydrogen energy industry chain has not been opened up yet. In addition to the production lines of SDIC hydrogen energy company, few enterprises basically have production lines. It will take two to three years to improve production capacity. It may take about three years for the hydrogen fuel cell industry to really usher in the outbreak period.
several domestic hydrogen energy vehicles appear in the Winter Olympic Games
It is reported that BAIC Foton not only uses the fuel cell system of Toyota and Beijing Sinohytec Co.Ltd(688339) , but also uses the hydrogen energy bus of “hydrogen Teng” brand of state power investment group Hydrogen Energy Technology Development Co., Ltd. (hereinafter referred to as “state power investment hydrogen energy company”). On October 21, 2021, 30 hydrogen energy buses equipped with “hydrogen Teng” fuel cell system were officially delivered in BAIC Futian park.
Yutong, the “first brother” of the bus, is also using domestic powertrain. On December 15, 30 Yutong hydrogen buses equipped with “hydrogen Teng” fuel cell system were officially delivered to Hydrogen Power Technology Service Co., Ltd. to provide green transportation guarantee for Yanqing Winter Olympic Games.
It is reported that both BAIC Foton and Yutong use “hydrogen Teng fcs80 fuel cell system”. The rated power of this product stack is 115KW, which can realize low-temperature startup of minus 30 and meet the low-temperature operation requirements of northern cities. In addition, the fuel cell system has achieved full autonomy at the material level.
Chai Maorong said that the state power investment will invest nearly 200 hydrogen buses equipped with the self-developed “hydrogen Teng” fuel cell system, including 150 Yutong and 50 Futian. Provide 60 vehicles in Yanqing and 90 vehicles in Beijing. 50 ready.
It is reported that the “hydrogen Teng” fcs80 fuel cell system carried by the hydrogen bus has a rated net output of 80 kW. It can be started at a low temperature of minus 30 ℃ and meet the low-temperature operation requirements of northern cities according to the R & D and design of vehicle regulations and the production of iatf16949 quality system. The hydrogen bus can carry up to 48 passengers, with a design speed of 100 km / h and a pure hydrogen endurance of about 450 km. It is suitable for low temperature, climbing and other road conditions.
At present, the hydrogen bus has completed the road test of 2000 kilometers. From October 25, 2021, the first batch of BAIC 30 hydrogen buses were licensed to January 20, 2022, hydrogen buses have participated in the test activities in Yanqing competition area for many times, the commuter transportation support of staff before the competition and other transportation services. They have traveled nearly 110000 kilometers in cold and high altitude areas, of which the longest single passenger travel is nearly 400 kilometers.
put the hydrogenation station into operation to ensure the normal operation of hydrogen bus
It is reported that China power Beijing Centergate Technologies (Holding) Co.Ltd(000931) Yanqing Park CLP smart hydrogenation and charging station is the transportation infrastructure outside the closed loop of the 2022 Beijing Winter Olympic Games. It is the only hydrogenation station in Beijing with complete procedures of “two licenses and one license” (hydrogen business license, cylinder filling license and business license), with a daily hydrogenation capacity of more than 1000 kg (12 hours), 60-80 hydrogen buses can be filled with fuel every day. After filling with fuel, each bus can last nearly 400 kilometers.
During the 2022 Beijing Winter Olympics, it is expected to fill 15 domestically developed 35 MPa hydrogen fuel cell buses with hydrogen every day, with a daily hydrogen filling volume of nearly 240 kg. During the whole winter Olympics, it is expected to fill 10 tons of hydrogen and 735 vehicles, which can replace 42.5 tons of diesel, reduce 153.4 tons of carbon dioxide and 2.975 tons of nitrogen oxides.
At the same time, Weisan road hydrogenation station, the first commercial fixed hydrogenation station in Hebei Province, has also been put into use.
The relevant person in charge of Houpu Clean Energy Co.Ltd(300471) told the financial associated press that during the Winter Olympics, four hydrogenation stations constructed by Houpu Clean Energy Co.Ltd(300471) will directly provide hydrogenation services for the Winter Olympics. In order to ensure the safe operation of the hydrogen refueling station during the Winter Olympic Games, Houpu Clean Energy Co.Ltd(300471) actively established a Winter Olympic hydrogen energy guarantee team, and 10 Houpu technical service personnel successively settled in Zhangjiakou and Yanqing, Beijing.
On the eve of the Spring Festival, the hydrogenation station in the Winter Olympics competition area has ushered in a small peak of hydrogenation. Among them, the daily filling capacity of Sinopec Chongli Xiwanzi hydrogenation station in Zhangjiakou competition area reaches 1.2 tons. It is expected that during the Winter Olympics, the filling task of the station will reach 1.6 tons / day, which will ensure the hydrogen fuel supply of 143 buses and 80 cars. Sinopec Beijing Yanhua Xinglong oil and hydrogen joint station in Yanqing competition area is expected to fill up 1.08 tons / day during the Winter Olympics, which will ensure the hydrogen fuel supply of 72 buses.
