Hydrogen energy is a kind of secondary energy with rich sources, green and low carbon, and is gradually becoming one of the important carriers of global energy transformation. The National Energy Administration recently said that will accelerate energy science and technology innovation in 2022, focusing on tackling key technical problems in the field of hydrogen energy . So what is the current development of China's hydrogen energy industry? Can hydrogen energy become a new force in industrial development?
0 1
hydrogen fuel cell vehicle ready
Chinese and foreign manufacturers speed up the layout
The person in charge of a hydrogen energy enterprise in Shanghai told reporters that the hydrogen fuel cells they produce will be installed on commercial vehicles such as freight trucks and sanitation vehicles. In 2021, the company's annual orders will exceed 1500 sets, and it is expected to be delivered successively before the first half of 2022.
Lin Qi, chairman and President of remodeling group: the on-board hydrogen storage system is similar to the traditional fuel tank. It can be superimposed as you run more miles. Below the cab is the drive system, including the fuel cell. The first and second quarters of 2022 are the time period of relative order concentration.
The reporter learned that in addition to Chinese enterprises, international giants are also accelerating the layout of the hydrogen fuel cell market. Toyota of Japan and Hyundai of Korea have built manufacturing bases in Beijing, Guangdong and other places.
In 2021, the number of hydrogen fuel cell vehicles in China will be about 9400, and it is expected to increase by about 10000 in 2022, mainly focusing on commercial vehicles such as logistics trucks. By 2025, the number of hydrogen fuel cell vehicles will enter a rapid rising stage.
Wei Suo, President of hydrogen energy branch of China Industrial Development Promotion Association: by 2025, we expect that the cost of hydrogen fuel cell will reach about one fifth of the current , which can make our hydrogen energy industry have the conditions for rapid large-scale development.
02
add 100 hydrogenation stations a year
hydrogenation cost is expected to decrease year by year
Hydrogen fuel cell vehicles are increasing rapidly. Can the construction of hydrogen refueling stations keep up? In terms of cost, which is more competitive, hydrogenation or refueling?
In the first batch of commercial hydrogen refueling stations in Shanghai, truck driver Jiang Tao is filling hydrogen into hydrogen fuel trucks. Each hydrogenation is settled by kg, and the single filling is about 6-7 kg.
freight driver Jiang Tao: This hydrogen car has been running for two years. Now it is basically 0.3 yuan to 0.5 yuan per kilometer higher than diesel, because the oil price will fluctuate. 58 yuan a kilogram.
The person in charge of the hydrogenation station told reporters that since it was officially put into operation in June 2020, the average daily hydrogenation capacity of the hydrogenation station has increased to 700 kg, which can provide hydrogenation services for more than 110 hydrogen fuel cell vehicles every day.
Lu Yanwen, deputy general manager of Sinopec hydrogen energy (Shanghai) Co., Ltd.: our single station also needs to achieve an average daily hydrogen filling capacity of 600 to 650 kg in order to achieve breakeven. if there are many cars in the future, we will lower the price of hydrogen and reduce the cost of hydrogen to the same level as that of refined oil .
The reporter learned that at present, the operation of hydrogen energy logistics vehicles in China still needs government subsidies. Insiders calculated an account for the reporter, if the hydrogen price is reduced to 35 yuan per kilogram and the hydrogen consumption per 100 kilometers of logistics distribution is about 2 kg, the calculated cost per kilometer is 0.7 yuan , which basically has the economy of entering the market.
Li Fenglian, senior researcher of jinlianchuang energy: at present, the price of hydrogen energy in China is about 50 to 80 yuan per kilogram. However, in terms of long-term development, the market generally believes that the price of single hydrogen can be reduced to less than 30 yuan per kilogram in the future .
According to the latest statistics, 218 hydrogenation stations have been built in China in 2021, an increase of 100 in one year. By 2025, the number of hydrogenation stations in China will increase rapidly.
Chen Qiulin, product director of Houpu Clean Energy Co.Ltd(300471) : we estimate that the cost of building the station will be reduced by about 30% to 35% by 2025 compared with 2019.
03
green hydrogen ushers in a big market
more than 160 billion yuan investment drives upstream and downstream
To realize the green development of hydrogen energy industry, the source of hydrogen energy is very key. The reporter learned that at present, most of China's hydrogen energy comes from the industrial field. Hydrogen production from renewable energy, that is, the proportion of green hydrogen, is still very low. How to break through the existing bottleneck and expand the green hydrogen industry?
In the production workshop of a hydrogen production equipment enterprise in Jiangsu, the staff are processing the core equipment of water hydrogen production. At present, the production line is still expanding.
The person in charge of the enterprise told reporters that their orders mainly come from photovoltaic hydrogen production projects in Northwest China. The industry also calls the hydrogen produced by photovoltaic wind power and other renewable energy as green hydrogen , which can achieve zero carbon emission.
Wang Yingge, deputy general manager of Longji Hydrogen Energy Technology Co., Ltd.: we believe that when the cost of photovoltaic power generation is reduced to less than 0.2 yuan per degree in the western region, it is economical to produce hydrogen through photovoltaic electrolytic water. We think it is still a demonstration stage, but it will take three to five years to transition to large-scale application.
according to the publicized renewable energy hydrogen production projects in various regions, the cumulative investment is more than 160 billion yuan , which will be put into operation in 2023, which also makes the orders of hydrogen production equipment increase rapidly.
The reporter learned that China is the largest hydrogen producer in the world, with an annual hydrogen production of about 33 million tons, of which about 12 million tons meet the industrial hydrogen quality standard . At the same time, China has the largest installed capacity of renewable energy in the world and has great potential to produce green hydrogen.
However, experts also said that China's green hydrogen market is still in the early layout stage, mainly demonstration projects. large scale applications are also limited by high costs, including high hydrogen production and logistics costs .
Yang Shihe, Professor of Shenzhen Graduate School of Peking University: with the breakthrough of hydrogen production and hydrogen transmission technology and the large-scale effect of hydrogen market, it is believed that the cost of green hydrogen will be greatly reduced. It is estimated that by 2050, hydrogen energy will account for at least 10%, and green hydrogen will account for 70% of the whole hydrogen energy architecture.
(China Central Television Finance)
