"The future is coming" by hydrogen fuel cell vehicle?Industry: Let's drop the cost first

As a rich source, green low -carbon, and widely used secondary energy sources, hydrogen energy is gradually becoming one of the important carriers of global energy transformation. In this context, my country's fuel cell industrialization is also accelerating.

"The hydrogen energy industry has just been developed in recent years, and the current enterprises are doing it." On the morning of August 27, at the listing ceremony of the "National Fuel Battery Technology Innovation Center" Sun Shaojun, chairman of Innovation Center Co., Ltd. (hereinafter referred to as Guochuang Corporation), told the reporter of "Daily Economic News".

Relevant brokers said in the research report that 2022 will be the first year of the outbreak of the hydrogen energy and fuel cell industries. During the "14th Five -Year Plan" period, the technical iterative speed of industrial policies and products introduced in various places, and the sales of the commercial vehicle market have accelerated Lane.

However, although the prospects are widely optimistic, how to reduce the cost of fuel cells has become an urgent problem in the industry.

On August 16, the audience visited the Hydrogen Energy Power Card Xinhua News Agency at the 10th China Electronic Information Expo

Fuel battery enters the window period

From an industrial perspective, the hydrogen energy industry chain covers the hydrogen energy end and fuel cell. In the field of hydrogen energy and fuel cells, my country has initially formed a comprehensive pattern from basic research, application research to demonstration demonstration, and deploying a complete hydrogen energy industry chain.

Data released by third -party enterprise data query agencies show that there are 2675 existing hydrogen -existing energy -related enterprises in my country. Among them, in the first half of 2022, there were 276 new hydrogen -related enterprises in my country, 680 newly added in 2021, 499 newly added in 2020, and 467 newly added in 2019.

"In terms of technical characteristics, hydrogen fuel cell vehicles are more suitable for priority in the direction of heavy trucks." Earlier, a car company technician told the "Daily Economic News" reporter that due to the high power and energy density of hydrogen fuel cells, the load was loading. It is very advantageous with battery life, so it is more suitable for high -load heavy cards.

At present, as far as domestic is concerned, the share of the hydrogen energy card in the new energy heavy truck market is getting larger and larger. Data show that in 2021, the sales volume of domestic hydrogen energy cards was 779, a year -on -year increase of 42 times, accounting for a new energy heavy truck market share from 0.7%in 2020 to 7.46%in 2021.

On August 26, Ouyang Minggao, the chairman of the International Hydrogen Energy Ceremony Battery Association and an academician of the Chinese Academy of Sciences, disclosed during the "Fourth World New Energy Vehicle Conference" that as of June 2022, the number of fuel cell vehicles in my country has reached one Thousands of vehicles will continue to grow under policy inspiration in the next two or three years, and the industry is ushered in an important window period for development.

The advent of this window period is naturally indispensable for the construction of top -level design. In March of this year, my country's first "Long -term Plan for the Development of the Hydrogen Energy Industry (2021 ~ 2035)" was released. In the system, the amount of hydrogen fuel cell vehicles has a amount of about 50,000 vehicles, and a number of hydrogen refueling stations are deployed. By 2035, the hydrogen energy industry system is formed to build a multi -hydrogen energy application ecosystem covering the field of transportation, energy storage, and industry.

With the overtime design of the top -level, special policies and plans for hydrogen energy industry in various places have also followed up quickly. For example, Shandong Province proposed that by 2025, a total of 10,000 fuel cell vehicles will be promoted, and 100 hydrogen refueling stations will be built. Guangdong Province proposes that by 2025, the target of fuel cell vehicles will be promoted at the end of the demonstration period, and more than 10,000 fuel cell vehicles and years will be promoted. The hydrogen supply capacity exceeds 100,000 tons and over 200 stations were built.

Zhongtai Securities believes that 2022 will be the first year of the outbreak of the hydrogen energy and fuel cell industries. During the "14th Five -Year Plan" period, policies of various regions and local patent research and development of the industry, as well as the sales of commercial vehicle markets entering accelerated lanes.

According to the China Hydrogen Energy Alliance, in 2050, the proportion of hydrogen energy in the Chinese terminal energy system will reach at least 10%, and the demand for hydrogen is close to 60 million tons. Among them, the hydrogen in the transportation field is 24.58 million tons At 19%of the proportion, the output of fuel cell vehicles reached 5.2 million vehicles per year.

Cost and other issues are yet to be resolved

Although the prospects are optimistic, the solution of technical and cost issues in the promotion of hydrogen fuel cells is urgent.

The relevant reports of "China Energy News" quoted people in the industry: "The development of fuel cell passenger cars has been displayed, and it may be more effective for the large -scale development of the industry. The cycle is longer and the investment is larger. The further maturity and improvement of the industrial chain and related technologies is particularly critical. "

At the top -level technology design level, on April 16, 2021, the National Fuel Battery Technology Innovation Center officially unveiled in Jinan, marking that the center officially entered the trial operation stage. With the full support of the Ministry of Science and Technology, the Shandong Provincial Government, and the cities in various cities, the establishment of an enterprise as the main body of the operation and the implementation of independent legal person operations.

After more than a year of trial operation, with the coordination of multi -party forces, relying on the "Hydrogen Entering Wanjia" science and technology demonstration project of the Ministry of Science and Technology, the center successfully developed the 15kW ~ 200kW series of hydrogen -based fuel cell engines, forming the "Yellow River" snow. A series of conversion results such as wax cars, hydrogen energy thermal power connectors, high -speed hydrogen refueling stations, construction of hydrogen energy ports, and hydrogen fuel cell passenger ships.

Recently, the Ministry of Industry and Information Technology, the Development and Reform Commission, and the Ministry of Ecology and Environment jointly issued the "Notice of the Implementation Plan for Carbon Peak in the Industrial Field", of which the layout of the hydrogen energy field mentioned that the development and demonstration application of hydrogen fuel cells should be carried out. As the leader of the "National Funds Battery Technology Innovation Center", Sun Shaojun told the reporter of "Daily Economic News" that setting up a public platform from the national level to gather social related resources together, which is conducive to research and development, industrialization and other aspects , Serve the entire industry.

With the technical level, the cost of fuel cells has also become another threshold that the industry needs to be over.

Tianfeng Securities said that the current cost of fuel cell passenger cars is mainly composed of fuel cell pile costs and hydrogen costs, which causes fuel cell passenger cars to cost gaps with fuel vehicles and pure electric vehicles.

"The cost of hydrogen fuel cell itself is also very high, which has some slow effects on the promotion of hydrogen fuel cells." But from Sun Shaojun's view, as the national and local governments have begun to attach importance, the solution of cost has been on the agenda.

"Including Sinopec, PetroChina, and State Grid, they are all investing in the hydrogen industry, including hydrogen -making, hydrogen storage, hydrogen transport, hydrogen use, etc., which will reduce the cost of hydrogen energy in the next step and reduce the cost of hydrogen fuel cells. Great influence. "Sun Shaojun said that if the cost drops, the prospects of hydrogen fuel cells will be very broad.

Daily Economic News

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