Multi -place policies have been "hydrogen" to install in the industry: hydrogen energy is used in industrial vehicles to have greater potential

Hydrogenation facilities in the Intelligent Equipment Park, Lingang Economic Zone, Tianjin Binhai New District. Zhang Ke Photo

Under the blessing of policies, my country's hydrogen energy industry is booming.

China City Daily reporters have sorted out and found that in the past few days, relevant policies or plans have been released in Shanghai, Shenzhen, Guangdong, Jiuquan, Gansu, Inner Mongolia, and Puyang, Henan to encourage the hydrogen energy industry to deepen the landing. Affected by policies from various places, the hydrogen energy sector of the A -share market has also continued to strengthen, and many listed companies "getting hydrogen rising".

What is the current situation of hydrogen energy development? What are the applications? What new investment opportunities in the future?

The layout of hydrogen energy blooms everywhere: the "horse racing circle" is strictly prohibited

"Hydrogen energy is a rich source, green and low-carbon, and widely used secondary energy sources, and is gradually becoming one of the important carriers of global energy transformation and development." In March of this year, the "2021-2035 of the hydrogen energy industry development (2021-2035 ")" "(Hereinafter referred to as" Planning ") was introduced, and it opened the important value of hydrogen energy." Hydrogen energy is an important part of the future national energy system. "

Under the setting of this "top -level scheme" of hydrogen energy, many cities and enterprises want to seize the track and step on the air outlet. In the past month, many provinces and cities have issued relevant policy documents to draw a blueprint for the development of hydrogen energy. China Urban Daily reporters combed and found that the development of hydrogen -making, hydrogen energy industry chain, hydrogen fuel cell vehicle and other fields are the focus of localities.

In late June, Chengdu, Sichuan Province, issued the "Chengdu Optimized Energy Structure Promoting City Green Low -Carbon Development Action Plan" and "Notice of Optimizing the Energy Structure and Promoting Urban Green Low Carbon Development Policy Measures", stating that it is necessary to actively develop green hydrogen energy , Accelerate the construction of the "Capital of Green Hydrogen".

In the newly released "Shanghai Hydrogen Energy Industry Development and Long -term Plan (2022-2035)", the ambition of Shanghai's "hydrogen energy dream" is revealed: by 2025, the establishment of about 70 stations of various hydrogen refueling stations will be built to build an international There are 3-5 first -class innovative research and development platforms, and 5-10 companies with international influence will be cultivated. The amount of fuel cell vehicles will exceed 10,000, and the scale of the hydrogen energy industry chain industry will exceed 100 billion yuan.

Shenzhen is not far behind. On July 19, the Shenzhen Municipal Development and Reform Commission drafted and prepared the "Shenzhen Hydrogen Energy Industry Innovation and Development Action Plan (2022-2025) (Draft for Solicitation)", and proposed that there were no less than 1,000 demonstration fuel cell vehicles by 2025, construction plus construction plus plus There are no less than 10 blocks, distributed energy, thermal power connection and spare power supply for no less than 100 sets, 1-3 demonstration hydrogen energy ships, hydrogen energy drones and shared bicycles, life and health and other emerging and cross -field areas No less than 100 units (sets).

In fact, since the hydrogen energy was written into the "Government Work Report" for the first time in 2019, the hydrogen energy city hegemony has launched.

Research on the research group of the Hydrogen Energy Industry and Policy Research Group of Renmin University of China shows that as of 2020, there are about 30 national hydrogen energy industry parks. Essence

Although there are high enthusiasm for development of hydrogen, there are hidden concerns behind the prosperity. The "Planning" proposes that some places blindly follow the trend, homogeneous competition, and low -level construction.

国家发展改革委高技术司副司长王翔提醒，各地方要综合考虑本地区氢能供应能力、产业基础和市场空间，在科学论证基础上，合理布局氢能制备、储运、加注、 Related projects such as application and other industrial chain, carefully and orderly promote project construction. Strict implementation of project approval procedures, strictly implement the responsibility of energy consumption control and ecological environmental protection requirements, and strictly implement project construction and operation standards. Grasp the safety of the hydrogen energy safety life line, and increase the safety management of all aspects of the entire industry chain. It is strictly forbidden to use the name of "horses" in the name of the construction of a hydrogen energy project.

"Each place must earnestly fulfill the responsibility of the hydrogen energy industry management in the region, strengthen organizational leadership and overall coordination, and strengthen policy guidance and support; it is strictly forbidden to compare each other in the planning of the hydrogen energy industry planning, investment scale, investment promotion, and project construction." Wang Xiang said.

Commercial vehicle track congestion industrial vehicle circuit is unblocked

The "Planning" mentioned that my country is the largest hydrogen -making country in the world, with an annual hydrogen production of about 33 million tons, of which about 12 million tons of industrial hydrogen gas quality standards have been reached. These two numbers mean that my country has a certain strength in the supply of hydrogen.

It should be pointed out that although the policy support and production capacity are very powerful, the demand side is still in the breakthrough period of "from 0 to 1".

"The amount of body body and the lower amount of the hydrogenation station and the downstream are small and the number of matches is uneven, resulting in the inadequate and imperfect supply and demand system of the hydrogen energy." Qi Haiyu, the president of Beijing Extraine New Energy, was interviewed by the China Urban Journal reporter. Frankly.

The reporter learned that the application scenarios of hydrogen energy are mainly focused on the field of transportation, of which fuel cells have the highest voices.

Chen Haitao, a member of the Ceremony Battery Professional Committee of the China Energy Research Association, has been deeply cultivated in the field of hydrogen energy. It has deeply felt that hydrogen energy has received unprecedented attention in recent years and provided fertile soil for industrial development. In an interview with the China Urban Daily reporter, he said that 99%of the hydrogen -energy -based fuel cell companies on the market have chosen commercial vehicles such as buses and heavy trucks, and the track is very congested.

"Hydrogen energy is not sustainable on the commercial vehicle track." Analysis of the reason, Chen Haitao believes that the unit price of commercial vehicles such as hydrogen energy cards and buses is more than one million yuan, which is difficult to promote. Essence In addition, the construction cost of hydrogenation stations is high and difficult to approval; the hydrogenation time is too long, and the mileage anxiety cannot be resolved in the short term. "In contrast, in the field of industrial vehicles, the track of hydrogen energy applications is more unobstructed," he said.

According to the data of the "Annual Report of China Mobile Source Environment Management (2021)", in 2020, non -road mobile source emission sulfur dioxide, hydrocarbons, nitrogen oxides, and particles of the road reached 163,000 tons, 425,000 tons, 47.82 million tons, and 237,000 Ton. It can be seen that the green transformation of industrial vehicles is the general trend.

The "Green Transportation" Fourteenth Five -Year Plan "issued earlier this year requires to promote new energy and clean energy for new and replacement of port operation machinery, port vehicles and trailers, and freight venue stations.

Industry: Hydrogen fuel cell forklift has high investment value

In the early stage of the development of some emerging industries, subsidies often need to be subsidized. In September 2020, the "Notice on the Application of Fuel Battery Motor Demonstration Application" (hereinafter referred to as the "Notice") jointly issued by the five national ministries and commissions (hereinafter referred to as the "Notice") was proposed to take the "replacement with awards" to complete The situation is approved and allocated to the reward funds, and the research and development of hydrogen energy and fuel cell technology is encouraged and guided.

In this regard, Chen Haitao's view is that if the company only relies on subsidies to survive. The hydrogen fuel cell vehicle only has its own marketization and large -scale application, and realizing "self -heating" is the way to sustainable development.

"Cost is an important factor in the marketization application and promotion of hydrogen fuel cell vehicles. If hydrogen vehicles cannot reflect economic advantages in terms of initial purchase costs and operating costs, then market -oriented promotion cannot be talked about The hydrogen forklift has market potential.

It is understood that the forklift refers to motor vehicles used to carry, push the top, pull the top, traction, rise, stacker, or code to put goods in ports, which are widely used in scenarios such as ports, airports, freight yards, factories, warehouses and logistics distribution centers.

Data show that in 2020, there were more than 800,000 new forklifts in my country, and 1.03 million forklifts were added in 2021. In the past two years, the scale of newly increased in the forklift market reached 200 billion yuan to 30 billion yuan.

The research and analysis of the investment institution "Rongyi Investment" states that it is mainly used for outdoor mid -to -long -distance high -speed driving with hydrogen fuel battery buses, heavy trucks, passenger cars, etc. The work radius generally does not exceed 1 kilometer, and the demand for power is not high. Therefore, existing technology can meet its power density requirements with relatively economic costs.

Recently, in the Intelligent Equipment Park of the Lingang Economic Zone of Tianjin Binhai New District, China City News reporters saw a hydrogen forklift. It is reported that within the scope of the operating venue, the hydrogen energy forklift can be approved in accordance with the corresponding regulations and processes. After the filing is approved, the hydrogen refreshing facilities can be built for hydrogen energy supply.

"This solves the problem of difficulty in the construction of hydrogen refueling stations." Chen Haitao said that the advantages of combustion forklifts and electric pile forklifts in the hydrogen energy forklifts are integrated, and at the same time, they have avoided the shortcomings of the two.

It is worth mentioning that in October 2021, Sinopec Yanshan Petrochemical Company received 37 hydrogen energy fuel cell forklifts developed and manufactured by Tianjin Shinkanseh Power Technology Co., Ltd. (hereinafter referred to as "New Hydrogen Power") The original internal combustion engine forklift in the reservoir area has become my country's first sample of "hydrogen fuel cell forklift replacement of internal combustion engine forklifts".

"Add 2 times a day, add 1 kg each time, 3-5 minutes of hydrogenation time. You can use 3-6 hours after each hydrogenation," said the staff of Yanshan Petrochemical Company.

China City Daily reporters learned from the NSD Power that as of June this year, after the batch of hydrogen fuel cell forklifts were invested in the actual production link of Yanshan Petrochemical, the average of more than 2,500 hours of a forklift was exceeded, of which it was invested in Yanshan Petrochemical High pressure workshop. Some hydrogen energy forklifts have an average of more than 2,700 hours per car; the average forklift per bydoor carbon dioxide reduction is nearly 27 tons.

"Rongyi Investment" believes that hydrogen fuel cell forklift is a track with high investment value in the current downstream application of fuel cells.

■ China City News Reporter: Zheng Xinyu

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