Hydrogen energy is praised by the outside world as “the clean energy with the most development potential in the 21st century”, and the development of hydrogen energy automobile industry is constantly ushering in favorable policies.
Recently, the national development and Reform Commission and the National Energy Administration jointly issued China’s first medium and long term plan for the development of hydrogen energy industry (20212035) (hereinafter referred to as the “plan”), which makes a top-level design for the development of hydrogen energy industry from the strategic level.
According to the objectives set in the plan, by 2025, a hydrogen energy supply system focusing on the nearby utilization of industrial by-product hydrogen and renewable energy hydrogen production will be preliminarily established, the number of hydrogen fuel cell vehicles will be about 50000, and a number of hydrogen refueling stations will be deployed and constructed; By 2035, a hydrogen energy industry system will be formed to build a diversified hydrogen energy application ecology covering transportation, energy storage, industry and other fields.
The reporter of China business daily noted that in the face of the broad development prospect of hydrogen energy, many Chinese automobile enterprises have also made layout in succession, including Saic Motor Corporation Limited(600104) (hereinafter referred to as ” Saic Motor Corporation Limited(600104) “, Saic Motor Corporation Limited(600104) . SH), Yutong Bus Co.Ltd(600066) (hereinafter referred to as ” Yutong Bus Co.Ltd(600066) “, Yutong Bus Co.Ltd(600066) . SH), Dongfeng Automobile Co.Ltd(600006) Group Co., Ltd. (hereinafter referred to as “Dongfeng company”) and Wuhan grove Hydrogen Energy Automobile Co., Ltd. (hereinafter referred to as “Grove”).
According to Zhang Xiang, President of the New Energy Vehicle Technology Research Institute of Jiangxi new energy technology vocational college, under the goal of “double carbon” (carbon peak and carbon neutralization), we must vigorously develop clean energy, and hydrogen energy is an important part of clean energy in the future. “Hydrogen energy is also an important supplementary form of transportation energy in the future. Compared with traditional fuel vehicles, hydrogen fuel cell vehicles have many advantages, such as high energy density. In addition, the number of hydrogen fuel cell vehicles in China is currently less than 10000, which also means that the development prospect in the future is very broad.”
industry has broad prospects
“China’s hydrogen energy industry is still in the early stage of development. Compared with the international advanced level, there are still problems and challenges such as weak industrial innovation ability, low level of technical equipment, lagging behind the basic system supporting industrial development, and the form and path of industrial development still need to be further explored. At the same time, there are signs of blind follow-up, homogeneous competition and low-level construction in some places.” With regard to the current situation of the development of China’s hydrogen energy industry and the background of the introduction of policies, the plan puts forward that in the face of the new situation, new opportunities and new challenges, it is urgent to strengthen the top-level design and overall planning, further improve the innovation ability of the hydrogen energy industry, constantly expand new space for market application, and guide the healthy and orderly development of the industry.
The relevant person in charge of grove told reporters that hydrogen energy mainly has many advantages, such as wide source, high specific energy, low pollution, high efficiency, storable, transportable and high safety. “The characteristics of hydrogen energy, energy storage and fuel cell system determine the irreplaceable strategic position of hydrogen energy in the future energy structure.”
\u3000\u3000 “Based on the advantages of hydrogen energy itself, the hydrogen energy industry has a broad prospect. The advent of the hydrogen energy era drives the transformation of energy and power, which are mainly applied in the field of transportation and the field of energy Internet, which will give birth to two large markets of tens of trillions. The two most suitable application scenarios of hydrogen energy in the near future are hydrogen energy vehicles and hydrogen energy storage and distributed power generation. Hydrogen energy and energy storage have also become one of the six future industries in the national 14th five year plan 1、 ” The person in charge said.
According to the prediction of China hydrogen energy alliance, China’s hydrogen demand will reach 35 million tons by 2030, accounting for 5% of the terminal energy system; By 2050, hydrogen energy will account for at least 10% of China’s terminal energy system, and the annual output value of the industrial chain will be about 12 trillion yuan.
With regard to the impact of the above plan on the automotive industry, the open source securities research report pointed out that China’s first medium and long-term plan for the hydrogen energy industry is expected to further promote the standardized, orderly and high-quality development of the hydrogen energy industry. “With the breakthrough of key technologies and the decline of costs, fuel cell vehicles are expected to usher in rapid development. With the acceleration of electrification and intelligence, the automotive industry will usher in an upward cycle.”
“At present, China’s hydrogen fuel cell vehicle industry has fully entered the initial stage of cultivation.” Li Gaopeng, President of the New Energy Research Institute of Yutong group, said, “we should continue to do a good job in the core work of basic technology development, market research, product planning, product development and verification, seize the opportunity of national demonstration, promote the full scene demonstration and large-scale promotion of hydrogen fuel cell commercial vehicles, and give full play to the leading effect of demonstration enterprises by implementing the three-step strategy of ‘demonstration city – key city – national promotion’.”
grab the market cake
Huaxi Securities Co.Ltd(002926) research report points out that the implementation of the plan will echo with the supporting policies of local hydrogen energy industry chain and comprehensively promote the development of hydrogen energy field.
Taking Wuhan as an example, in the local opinions on supporting the development of hydrogen energy industry released on March 31, it is proposed that by 2025, the annual operating revenue of the city’s hydrogen energy industry chain will reach 50 billion yuan, 100 enterprises above Designated Size will reach 100, and the cumulative total industrial investment will reach 20 billion yuan.
In addition to the hydrogen energy development plans issued by various provinces and cities, relevant automobile enterprises have also joined the hydrogen energy automobile industry. As one of the earliest automobile enterprises to carry out fuel cell technology research and development in China, Saic Motor Corporation Limited(600104) started the research and development of “Phoenix 1” fuel cell vehicle project in 2001 Saic Motor Corporation Limited(600104) fuel cell vehicle has a total mileage of nearly 5 million kilometers and achieved a cumulative carbon emission reduction of more than 600 tons, equivalent to planting 120000 trees.
The reporter noted that Saic Motor Corporation Limited(600104) officially released the first “hydrogen strategy” of China’s automobile industry in September 2020: launch at least ten fuel cell vehicle products before 2025, with the market value of jiehydrogen technology reaching 10 billion, establish a fuel cell R & D and operation team with more than 1000 people, and form the production and sales scale of 10000 fuel cell vehicles, with a market share of more than 10%.
“By 2025, Saic Motor Corporation Limited(600104) independently developed fuel cell system will achieve cumulative sales of more than 30000 sets and become the leader of China’s independent fuel cell system. By 2030, Saic Motor Corporation Limited(600104) will become a complete fuel cell vehicle manufacturer with complete independent intellectual property rights and global competitiveness.” Saic Motor Corporation Limited(600104) relevant person in charge said.
Yutong Bus Co.Ltd(600066) relevant person in charge told reporters that as early as 2009, the company began to develop the first generation fuel cell bus. “The company has completed the development of three generations of fuel cell buses, and the service life, low-temperature start, economy and driving range ability of the whole vehicle have been gradually improved. At present, it is developing the fourth generation of fuel cell city buses.”
Dongfeng is also one of the earliest enterprises in China to start fuel cell research. “In 2005 and 2008, Dongfeng cooperated with Wuhan University of technology to develop ‘Chutian No.1’ passenger car and ‘Chutian No.2’ medium bus; in 2016, the company began the layout of hydrogen fuel bus and chassis products; in 2017, Dongfeng also launched two fuel cell van transporters. Since 2018, Dongfeng’s technology center has taken the lead in undertaking the national ‘full power fuel cell passenger vehicle power system platform and vehicle driving.” ‘Send ‘items.
”The relevant person in charge of Dongfeng company told reporters.
In terms of the commercialization of hydrogen fuel cell vehicles, Dongfeng has also made increasingly outstanding achievements. In January this year, Dongfeng commercial vehicle signed a strategic cooperation agreement with the State Power Investment Group Hydrogen Energy Technology Development Co., Ltd. and plans to jointly promote the market of 1000 hydrogen fuel cell heavy trucks in the next two years.
“ask” steady development
In the context of implementing the “double carbon” goal, China has issued a number of policies to encourage and support the development of hydrogen fuel cell vehicles. However, the commercialization of hydrogen energy is still in its early stage, especially in the automotive field. The mass-produced hydrogen fuel cell vehicles are mainly buses, and there are few applications in the field of passenger vehicles.
The reporter noted that in April 2021, grove released the commercial vehicle brand “Zhongji hydrogen energy vehicle” and two hydrogen energy commercial vehicles during the Shanghai International Auto Show. “At present, a number of commercial vehicles under the company have obtained the model announcement of the Ministry of industry and information technology, and are undergoing small batch trial production. This year, they will be fully mass produced and put into mass production.” Grove said the person in charge.
The director of Zhejiang University of Finance and logistics has not explored the large-scale application of hydrogen in the process of hydrogen transportation and logistics, and told reporters that the main reason is that hydrogen has not been used in the large-scale logistics of Zhejiang University.
“Today, the technology of hydrogen energy vehicles is relatively mature, such as hydrogen fuel cell vehicles catalyzed by platinum. In the future, hydrogen energy vehicles can be further popularized as long as the problem of hydrogen energy storage and transportation is solved and hydrogen refueling stations are arranged on a large scale,” Pan Helin said
“The key technology breakthrough and localization of key fuel cell materials, the reduction of hydrogen cost and vehicle cost and the network construction of hydrogenation facilities are the difficulties of large-scale application of hydrogen energy in the transportation field.” Grove said the person in charge.
In view of the development of hydrogen passenger vehicles, Zhang Xiang told reporters that at present, the countries with relatively good development of hydrogen passenger vehicles are Japan and South Korea, and the representative car enterprises are Toyota and Hyundai. “There is no mass production of hydrogen fuel cell passenger cars in China.”
How to solve the above development problems faced by the industry? Relevant person in charge of Grove: “With the implementation of the national ‘double carbon’ strategy and the industrial support policies for hydrogen energy vehicle demonstration urban agglomeration in place, these problems will be solved in the next two or three years. This year will usher in the year of the commercial application of hydrogen energy heavy trucks, and 2024 and 2025 will usher in the year of the launch of hydrogen energy passenger vehicles in specific scenarios and models. Grove will be committed to leading the trend and trend of the global hydrogen energy passenger vehicle market.”
In view of the multiple tests of “infrastructure, supporting facilities and tackling key problems in core technology” in the large-scale promotion of hydrogen fuel buses, Li Gaopeng suggested that the competent department of hydrogen energy can be further clarified, the approval process can be accelerated, the subsidies for fuel cell vehicles and hydrogen refueling stations can be increased, the industry scale can be expanded, and more consumers and operators can be attracted to the market.
At the same time, in the “neck” fields such as catalysts and proton membranes, Li Gaopeng suggested setting up special funds to strengthen the collaborative research of “production, learning and research”, quickly break through the key core technologies such as vehicle life and high-power fuel cells, and comprehensively help the autonomous and high-quality development of the hydrogen energy industry chain.
