Guangdong introduced fuel cell vehicle demonstration urban group planning to promote more than 10,000 vehicles in 2025

After the application of the application rules of Beijing, Tianjin, Hebei, and Shanghai's demonstration urban groups of fuel cell vehicles, Guangdong has also issued relevant policies to promote the development of the local fuel cell vehicle industry and build a demonstration urban group for fuel cell vehicles.

On August 12, the Guangdong Development and Reform Commission issued the "Guangdong Province to accelerate the construction of fuel cell vehicle demonstration urban agglomeration plan (2022-2025)". More than 100,000 tons, more than 200 hydrogen refueling stations, the price of hydrogen terminals is reduced to less than 30 yuan/kg. The level has been further improved to build a global competitive fuel cell car industry technology innovation highland.

In contrast, compared with the promotion targets of 5,300 and 5,000 vehicles in Beijing -Tianjin wing and Shanghai, Guangdong's fuel cell vehicle promotion goals are the highest.

In response to the goal, the Plan also proposed a number of measures, including industrial agglomeration, technological level, hydrogenation station layout, low -cost hydrogen supply, industrial chain safety and other dimensions. System-storage-hydrogen transportation costs high and related management standards are unclear. It has made clear and feasible regulations in the construction and operation of hydrogen refueling stations, and ensuring low-cost use of hydrogen. Used, and hydrogenation stations with a daily hydrogenation capacity of 500 kg and above are given construction subsidies.

Guangdong's policy is conforming to the "Long-term Plan for the Development of the Hydrogen Energy Industry (2021-2035)" released in March. The "Plan" proposes that it focuses on promoting the application of heavy vehicle applications in hydrogen fuel cells and expanding new hydrogen fuel cells in an orderly manner. The application space of the energy passenger and cargo car market actively explores the application of fuel cells in the fields of ships, aircraft and other fields.

In 2021, the five national ministries and commissions approved Beijing -Tianjin -Hebei, Shanghai, and Guangdong as the first batch of fuel cell vehicle demonstration urban agglomerations, and planned to develop a 4 -year demonstration development. At present, in addition to Guangdong, Hubei, Heilongjiang and other urban plans to declare fuel cell vehicle demonstration application urban agglomerations, Sichuan has recently launched the province's fuel cell vehicle demonstration and reward declaration to launch preparations.

"The method of demonstration urban agglomeration to promote hydrogen fuel cell vehicles is because it is necessary to solve the problem of hydrogen energy supply, hydrogenation problems, and vehicle itself. The technical chain and industrial chain of fuel cell vehicles are longer and more complicated." Li Jianqiu, Dean of the School of Vehicle and Languard of Tsinghua University, said in an interview with the 21st Century Business Herald.

Soochow Securities pointed out that in the early days of the development of the fuel cell vehicle industry, relying on the promotion of the demonstration urban agglomeration, fuel cell system manufacturers increased their research and development efforts to improve the durability and efficiency of fuel cell vehicles. With the improvement of fuel cell system technology and expected costs, the market size and demand of fuel cell vehicles will grow significantly.

According to the latest data from the China Automobile Association, from January to July this year, the production and sales of fuel cell vehicles in my country completed 2094 and 1633, respectively, an increase of 2.1 times and 1.3 times year-on-year, respectively.

Li Jianqiu believes that it takes about 5-10 years, and fuel cell vehicles will achieve rapid growth: "After five years, the cost of fuel cells is much lower than now. It is expected that durability will reach 20,000 hours by 2025. It can achieve the same life as the entire vehicle. At that time, the existing weak links in the entire industry will be more complete. I believe that fuel cell vehicles will usher in a higher speed at that time, and there will be more obvious output release. "

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