Several listed companies are deploying hydrogen fuel cell vehicles

Hydrogen fuel cell (FCEV) cars caught fire on May 11 when premier li keqiang visited Toyota's hydrogen fuel cell products. 21st century business herald understands that the development of hydrogen fuel cell vehicles is in the early stage of commercialization.

On May 20, science and technology daily reported that a joint research and development team of tsinghua university's hydrogen fuel cell laboratory and a technology company in wuhan has overcome the problem of industrialized production of key fuel cell materials and catalysts.

On May 21, Shanghai announced the Shanghai fuel cell vehicle promotion and application financial subsidy program, which is the latest local policy on hydrogen fuel cell vehicles.

Local governments are pushing the use of hydrogen fuel-cell vehicles, and public companies are not sitting idle. According to the statistics of the 21st century business herald, no less than 30 listed companies from automobile manufacturing, traditional energy, electrical and other industries have set foot in the fields of hydrogen refueling stations and other infrastructure, fuel cell systems, and vehicle manufacturing.

The technology roadmap for energy conservation and new energy vehicles (hereinafter referred to as the roadmap) commissioned by the national strategic advisory committee on manufacturing power construction and the ministry of industry and information technology of the People's Republic of China (caam) proposes that 5,000 hydrogen fuel cell vehicles will be used by 2020, 50,000 by 2025 and one million by 2030.

So, what's the biggest bottleneck to actually implementing a hydrogen fuel cell vehicle?

Import and independent research and development

The advantages of hydrogen fuel cell vehicles, such as zero emission, long range and short refueling time, have prompted many listed companies to set up in this field.

"Fuel cells have long range, weigh less than lithium batteries, and are more suitable for long-distance transportation. Compared to pure electric vehicles, the two are complementary. Pure electric vehicles are suitable for 200 to 300 kilometers, and fuel cell vehicles are available for 300 to 1,000 kilometers. Beijing hydrogen pu chuangneng technology co., LTD. Director ouyang xun said.

21st century business herald has learned that the core component of fuel cell vehicles is fuel cell system, which is also the field with the most listed companies.

On May 16, weichai power (000338.sz) signed a strategic cooperation agreement with CeresPower (cwr.lon), a supplier of solid oxide fuel cells (SOFC) in weifang, shandong province. Weichai power also signed a comprehensive strategic cooperation framework agreement with Germany's Bosch in November.

The listed companies that have introduced foreign technologies include yeti stock (002639.SZ), dewei new material (300325.SZ) and dayang electric (002249.sz).

For example, dayang electric became Canada's largest shareholder in ballard in 2016. At the beginning of 2017, Hong Kong dewei, a subsidiary of dewei new material co., LTD., successfully took a stake in American hybrid power co., ltd. and took a controlling stake in its subsidiary American fuel cell co., LTD. Yeti bought up to 17.6 per cent of Canadian hydrogen fuel cell maker HydrogenicsCorp last July.

"Ballard is a pioneer in fuel cells, and Japanese companies, German companies have learned from this company." Tomorrow hydrogen energy technology co LTD wang chaoyun told the 21st century business herald reporter.

There are also a number of enterprises independent research and development technology. Dalian xinyuan power, founded in 2001, is the first joint-stock company dedicated to the industrialization of fuel cells in China. At present, the largest shareholder of the company is saic motor (600104.sh). Other shareholders include Great Wall electric (600192.sh), nandu power (300068.sz), new continent (000571.sz), etc.

MAO zongqiang, a professor at the institute ofspecial energy and new energy technology at tsinghua university and vice President of the international hydrogen energy association, said, "China's fuel cell level is far behind that of the world. If you just keep your nose to the grindstone, it's a big difference."

Refueling station bottleneck to be solved

In addition to listed companies, many places have given the green light to hydrogen development.

According to a report in the 21st century economic reporter preliminary statistics, in addition to the subsidy policy, local special support for hydrogen fuel cell car include: guangdong, hubei and other places set up the hydrogen and fuel cell vehicles industry fund, suzhou, wuhan and other places there is hydrogen industry planning policies, datong, fushun, jinan, Shanghai, nantong, zhenjiang, taizhou, luan, wuhan, more than 10 cities are planning and construction, such as the hydrogen of xinxiang industrial park. ,

Driven by funds and policies, domestic hydrogen fuel cell vehicles are developing rapidly. For the average person, though, there's still some waiting time before a hydrogen fuel cell car can be "on the road."

In 2014, Mirai, Toyota's first mass-produced hydrogen fuel cell vehicle, became a pioneer in the fuel cell field. On May 11, li visited the Hokkaido plant of Toyota motor. When seeing hydrogen fuel cell vehicles, li focused on the safety issues of hydrogen compression storage and hydrogen refueling station layout.

However, when Japan's hydrogen fuel cell vehicle has entered the industrialization stage, the domestic industry as a whole is still in the cultivation period, demonstration period.

"The main bottleneck in the development of fuel cell vehicles in China is the construction of refueling stations." Ouyang xun told 21st century business herald. According to statistics, there are 12 hydrogen refueling stations (not counting the closed ones) in China, which are distributed in Beijing, Shanghai, zhengzhou, dalian, zhongshan, foshan, yunfu, rugao, changzhou, shiyan, chengdu and other cities.

"It is expected that 50-100 refueling stations will be completed or under construction nationwide by the end of this year, and more than 100 will be completed next year." "Ouyang said.

In the view of the industry, the addition of hydrogenation function on the basis of gas stations can effectively solve the planning and construction problems of hydrogenation stations, especially the land problems of hydrogenation stations.

"The main cost of refueling stations is land." Gao dingyun, chairman of Shanghai shunhua new energy system co., LTD., told 21st century business herald. Shunhua new energy participated in the r&d, construction and operation of anting hydrogenation station in Shanghai, which opened in 2007, and also participated in the project of yunfu hydrogenation station in guangdong. Two hydrogen refueling stations will be built in Shanghai and yunfu by the end of this year.

It is reported that the compliance of the public hydrogen station land is generally 3-5 acres, the enterprise wants to take the land is quite difficult. "A series of procedures including public announcement, environmental assessment, energy assessment and stability assessment have been completed. "Gao said.

Since China manages hydrogen according to the standards of hazardous chemicals, the requirements for hydrogen refueling stations are strict. It is reported that only wuhan economic and technological development zone (hannan district) has issued the approval and management measures for hydrogen refueling stations. The red tape is complicated by the cautious and conservative measures taken by the relevant government departments.

Excluding the land cost, the equipment construction cost of a small-scale hydrogen refueling station with a daily capacity of 35 mpa and a daily supply of 400 kg is about 8 million yuan, while the cost of a larger station is up to 10 million yuan.

Many places have offered subsidies for the construction of refueling stations. In April this year, foshan nanhai district proposed a support measure, the daily hydrogenation capacity in more than 350 kg skid-mounted hydrogenation station, built before the end of this year, subsidies of 2 million to 2.5 million yuan; A fixed hydrogenation station with a daily hydrogenation capacity of 500 kg or less and a fixed hydrogenation station with a daily hydrogenation capacity of 500 kg or more will be built at the end of this year with subsidies of 4 million to 5 million yuan and 6 million to 8 million yuan respectively.

In addition to the hydrogen station construction, hydrogen fuel cell vehicle constraints, infrastructure, industrial chain construction, policies and regulations. But despite the obstacles, after the pure electric vehicle, China's hydrogen fuel cell vehicle will also move toward industrialization. Total production of hydrogen fuel cell vehicles was 1,272 in 2017, up 102 percent year-on-year, the data showed.

It is reported that the relevant departments are studying and formulating the development layout of fuel cell in the next five years, initially considering the engineering and industrialization of fuel cell heavy commercial vehicles as the entry point, and carrying out systematic positive design and development from top to bottom, so as to promote the progress of fuel cell technology.

The page contains the contents of the machine translation.