Recently, Guangdong issued the "14th five year plan" for energy development in Guangdong Province (hereinafter referred to as the "plan"). For Dongguan, an important manufacturing city, Guangdong has also laid emphasis on the development of hydrogen energy industry in Dongguan: it proposes to establish hydrogen energy high-end equipment industrial clusters in Guangzhou, Foshan, Dongguan and Yunfu, and hydrogen energy production, storage and transportation industrial clusters in Huizhou, Maoming, Dongguan and Zhanjiang.
In recent years, several major cities in the Pearl River Delta have accelerated the layout of hydrogen energy production capacity. Specifically, in 2020, Dongguan officially applied to join the first batch of national fuel cell vehicle demonstration city clusters. In 2021, the implementation plan for the planning and construction of Dongguan strategic emerging industry base was issued, which proposed to focus on the introduction and development of new energy vehicles and their parts R & D and manufacturing, and create a hydrogen energy industry cluster.
At present, Dongguan hydrogen energy has made great progress in the upstream and downstream of the industrial chain, but there is still a gap between Dongguan and Guangzhou, Foshan, Shenzhen and other cities in terms of industrial layout, industrial scale and industrial chain.
Industry experts said that at present, Guangdong has developed well in the downstream application end of the hydrogen energy industry chain, but the upstream and midstream production, storage and transportation links are still relatively weak. This plan can give better play to local advantages, make up for shortcomings, promote the transformation of clean energy in Guangdong, and better achieve the goal of "double carbon".
Dongguan hydrogen energy industry multi-point flowering
The hydrogen energy industry chain is divided into three key links: upstream production (preparation storage transportation filling), midstream fuel power cell system and downstream application. The plan mentioned that Guangdong will accelerate the cultivation of the whole industrial chain of hydrogen production and storage, processing and transportation, fuel cell stack, key parts and power system integration.
After years of development, Dongguan has emerged a number of representative enterprises in the whole hydrogen energy industry chain, and the hydrogen energy industry shows a trend of accelerated development.
Guangdong heyide Energy Technology Co., Ltd., located in Zhangmutou town, Dongguan, is a new energy enterprise that takes the lead in overcoming the problem of miniaturized mobile hydrogen production in China. "At present, we are gradually focusing on the whole industrial chain of hydrogen energy. In the field of power supply, we have hydrogen energy active power supply for communication base stations and corresponding layout in the field of market application." Said Xiang Hua, general manager of heyide.
In the field of hydrogen energy equipment, Dongguan also has a certain foundation. In 2017, Dongfeng new energy equipment industrialization project, the first hydrogen energy equipment project in Dongguan, landed in Songshan Lake. The project mainly develops and produces hydrogen fuel cells, hydrogen power equipment and downstream application products. At the same time when the project was launched, Dongguan Beijing Institute of Aeronautics and Astronautics signed a strategic cooperation agreement with Dongfeng Technology. The two sides jointly promoted the strategic layout of Dongguan new energy project. At present, the project has been completed and put into operation.
Guangdong yunchuang Hydrogen Power Technology Co., Ltd. is a typical enterprise in Dongguan that continues to explore the field of hydrogen fuel power cell system. Relying on the interdisciplinary advantages in the field of hydrogen energy and aircraft design, yunchuang hydrogen power has spent more than a year independently developing hydrogen fuel cell power generation system to provide power for the self-designed industrial UAV, with a endurance capacity of more than 6 hours, reaching the international leading level.
"Industrial UAV is the biggest growth point of UAV industry in the future, and the current pain point of the industry is the low endurance of aircraft caused by insufficient fuel, which will be the field we have been working on." Xu Weiqiang, founder of yunchuang hydrogen power, said.
At the same time, the hydrogen energy industry in Dongguan has gradually formed industrial agglomeration. In the second half of last year, Dongguan Shuixiang new energy industrial base was completed and put into operation. As one of the seven strategic emerging industrial bases in Dongguan, the base gathered relevant hydrogen energy industrial chain enterprises such as hydrogen blue era and China automobile Hongyuan, the key hydrogen energy enterprises in Guangdong Province, and vigorously introduced upstream and downstream "specialized and new" enterprises to form the local hydrogen energy industrial chain in Shuixiang.
explore the development ideas of dislocation competition
In recent years, the hydrogen energy industry has become a new "tuyere", and all parts of Guangdong are also accelerating the layout of the hydrogen energy industry chain.
In 2020, Guangzhou proposed to build Guangzhou into a hydrogen energy hub in southern China, plan about 50 hydrogen refueling stations and build a whole hydrogen energy industry chain. As the leading city of the first batch of national fuel cell vehicle demonstration and application of Guangdong urban agglomeration, Foshan has gathered more than 100 hydrogen energy enterprises and institutions. The total planned investment of hydrogen energy industry projects is more than 40 billion yuan. After all, it is expected to form an industrial cluster with an annual output value of more than 100 billion yuan. Shenzhen proposes that by 2025, the scale of hydrogen energy industry will reach 50 billion yuan, forming a relatively complete hydrogen energy industry development ecosystem.
Insiders pointed out that compared with Guangzhou, Shenzhen and Foshan, the development pace of Dongguan hydrogen energy industry is still relatively slow in terms of industrial layout and industrial agglomeration scale, but Dongguan hydrogen energy industry still has great potential under a complete industrial system.
During the 14th Five Year Plan period, Dongguan's hydrogen energy industry will continue to focus on hydrogen energy and fuel cell vehicle industry. At the same time, it will continue to make efforts in hydrogen energy production, storage and transportation, and establish a hydrogen energy production, storage and transportation industry cluster.
In the past decade, in terms of hydrogen energy industry, Dongguan has more than 10 relevant enterprises and scientific research institutions with core intellectual property rights, and has preliminarily constructed the prototype of fuel cell vehicle industry chain. In the new energy industrial base of Dongguan Shuixiang, CNI Hongyuan is focusing on the R & D and manufacturing of hydrogen fuel cell vehicles and other new energy vehicles and their parts.
Hong Anyang, assistant general manager of CNI Hongyuan and director of the technology center, told Nanfang finance and economics all media that enterprises still focus on the direction of buses. Several hydrogen fuel cell buses have completed preliminary design experiments and are in small batch demonstration operation. "At present, we are still developing hydrogen energy vehicles in the direction of urban logistics distribution, which will be gradually extended to trucks in the later stage."
Relying on the relatively complete industrial chain in Lisha island water Township new energy industrial base, CNI Hongyuan can realize localized production from hydrogen production to terminal product application. "In the early stage, we mainly focus on hydrogen fueled vehicles. In the later stage, we will link up with upstream and downstream enterprises of the industrial chain according to the market demand and continue to the manufacturing of core parts. We hope to promote the interconnection of upstream and downstream of the industrial chain through cooperation." Hong Anyang said.
In addition, Dongguan's relatively complete industrial system and categories will play an important role in the establishment and development of hydrogen energy industrial chain. Taking yunchuang hydrogen power as an example, the enterprise's R & D process of hydrogen power system for industrial UAV and the production of corresponding electronic information, control board and other hardware can be completed locally in Dongguan. The supporting advantages of the industrial chain are obvious, which also greatly reduces the enterprise's production cost.
Experts pointed out that during the "14th five year plan" period, focusing on the development of hydrogen energy industry, Dongguan needs to rely on its supporting advantages of industrial chain and focus on vertical segmentation and market-oriented operation in order to form misplaced competition with surrounding cities.
