Beijing Municipal Bureau of economy and information technology recently issued the notice on the application of Beijing fuel cell vehicle demonstration application project from 2021 to 2022. The notice points out that the fuel cell vehicle demonstration application project is mainly implemented in the form of “application scenario demonstration + declaration of ‘demonstration application Consortium”. Take August 13 of the current year to August 12 of the next year as an accounting year. For the fuel cell vehicles included in and completed the demonstration application project, the municipal vehicle promotion reward funds shall be arranged according to the central reward standard of 1:1.
The notice mentioned that within the scope of Beijing, Tianjin and Hebei, support fuel cell heavy-duty trucks with a total mass of more than 31 tons, carry out demonstration applications of inter provincial bulk material transportation, and focus on promoting Beijing Tianjin, Beijing Tangshan and other freight lines. In the city and surrounding areas, support fuel cell heavy-duty trucks with a total mass of more than 25 tons, and carry out demonstration applications for the transportation of heavy goods such as raw materials and parts of industrial enterprises, slag and gravel aggregates. In the city and surrounding areas, we will support medium and light duty fuel cell trucks with a total mass of 12 tons and below, and focus on urban living security to carry out demonstration applications of urban cold chain logistics distribution and urban general logistics distribution.
Tianfeng Securities Co.Ltd(601162) pointed out that under the background of double carbon, the future development potential of hydrogen energy and fuel cell industry chain is great. The upstream hydrogen energy industry meets the needs of energy transformation. The scale of the downstream new energy vehicle market is growing rapidly. Both upstream and downstream of the industrial chain are blue ocean markets with good prospects, which is expected to jointly drive the development of hydrogen energy and fuel cell industry. The industrial chain of hydrogen energy and fuel cell is long and the output value is large. According to the prediction of China hydrogen energy alliance, the output value of China’s hydrogen energy industry will reach 1 trillion yuan from 2020 to 2025 and 5 trillion yuan from 2026 to 2035. Since 2021, policies related to hydrogen energy and fuel cells have been continuously strengthened at the national level to promote the promotion and application of hydrogen energy and fuel cells.
The agency believes that the hydrogen energy industry upstream of the hydrogen energy and fuel cell industry chain meets the needs of China’s energy transformation, the scale of the downstream new energy vehicle market is growing rapidly, and both upstream and downstream of the industry chain are blue ocean markets with good prospects. Under the background of double carbon, the future development potential of hydrogen energy and fuel cell industry chain is great. According to the calculation of the development plan, the growth space of the ownership of hydrogen fuel cell vehicles is expected to reach 100 times in ten years from 2020 to 2035. (1) It is suggested to pay attention to: layout hydrogen fuel cell system and key parts, and parts enterprises with leading technology advantages, such as jiehydrogen Technology (to be listed on the science and Innovation Board), Beijing Sinohytec Co.Ltd(688339) , Weichai Power Co.Ltd(000338) , Weifu High-Technology Group Co.Ltd(000581) , Pan Asian Microvent Tech (Jiangsu) Corporation(688386) , etc; (2) It is suggested to pay attention to: Vehicle Enterprises Yutong Bus Co.Ltd(600066) , Saic Motor Corporation Limited(600104) , Great Wall Motor Company Limited(601633) , Chongqing Changan Automobile Company Limited(000625) , Guangzhou Automobile Group Co.Ltd(601238) , etc. that lay out the R & D and application of hydrogen fuel cell vehicles and master the core technology.
