This year, the "hydrogen energy wind" is getting bigger and bigger, and the "hydrogen energy heat" temperature in the investment world is getting higher and higher. Right now, hydrogen energy is like a glass for chemical reactions, and various capital forces have jumped into it, arousing increasingly fierce reactions.
According to statistics, China produced 16,19 FCEVs last year, a year-on-year increase of 27%. In the first four months of this year, the total sales of FCEVs were 230 units, an increase of 289.8% year-on-year, far higher than 65.2% for pure electric vehicles and 43.7% for plug-in hybrid vehicles. It can be seen that the promotion speed of FCEV has been greatly accelerated. At present, the FCEV market is mainly concentrated in the areas of logistics, passenger transportation and public transportation.
Compared with the previous torrent of investment in electric vehicles, this round of "hydrogen heat" is more rational. This may be because the fuel cell technology threshold is too high and the recent returns are not large, so many social capitals will not come to this hot spot. These include Internet companies, which have been extremely hot in the past two years and are known as "new forces in car building." The new forces that want to build a car have come in, but this time they are mostly "dumb". Although the FCEV national subsidy has not regressed and the land subsidy is not limited, the policy is still so attractive.
The power of editing software is not showing up, and a large number of large steelmaking companies have arrived. Hydrogen is a by-product of smelting. These steel-making enterprises are not only rich in money, but also have strong technical and industrial foundations, and most of them are still state-owned enterprises. The author's feeling is that they are more aggressive than state-owned car companies, and their actions are worth looking forward to.
It is reported that seven steel companies have already stated that they want to break into the "hydrogen heat" circle. Ansteel holds the title of Deputy Chairman Unit of China Hydrogen Energy and Fuel Cell Industry Innovation Strategic Alliance (referred to as "China Hydrogen Energy Alliance") and plans to develop hydrogen production and hydrogen refueling station business. Baowu Group is also a member of the China Hydrogen Energy Alliance. It has perfect high-purity hydrogen production and distribution networks in East China and Guangdong. It wants to quickly expand its existing advantages.
As a member of the Shandong Hydrogen Energy and Fuel Cell Industry Alliance, Shanshan Iron & Steel is preparing to enter the hydrogen production industry. Ma Gang's ambitions are even greater. In conjunction with Tsinghua University, work on the entire hydrogen energy industry chain is required. China Steel Research wants to build a base in Changzhou, focusing on the core product of fuel cells, everything from materials to applications. As a hydrogen energy industrialization base in Hebei, Hesteel also intends to do all the work, all involved in hydrogen production, hydrogenation, materials, and FCEV. Sinosteel intends to develop graphite bipolar plate materials for hydrogen fuel cells in Changxing County, Zhejiang Province. As such, there are many.
A large number of giant energy companies have also come. At present, the price of hydrogen is 70 yuan per kilogram, and it will cost more than 10 million yuan to build a hydrogenation station for 200 kilograms of hydrogen per day. It is hoped that these "Iron Man" and energy giants can remove these two cost boulders. Even if it ca n’t, if time passes, if you can make breakthroughs in the core technology of fuel cells, the product strength is at the world-class level, and you have a large share of the hydrogen supply market, will these large state-owned enterprises find ways to build FCEV? People in the industry think that is very likely.
In addition, at present, local governments that dare to play hydrogen are not as good as electric cars. In addition to the technical threshold, the state strictly limits new vehicle projects and the differences in endowment of hydrogen energy resources are two other reasons. At present, only Guangdong, Hebei, Hubei, Shanghai, Shandong, Shanxi, and Hainan have issued plans to support the development of the hydrogen energy industry. Compared to the previous boom in investment in electric vehicles, provincial governments have been exposed to the "hydrogen heat "The number of people in the tide has greatly reduced.
In spite of this, more than 20 cities are determined to make big bets on the "hydrogen heat". Among them, Guangzhou, Wuhan, Datong, Foshan, Jinan, Baicheng, and Chengdu have a strong tone, shouting to build China and even The slogan of the world's "Hydrogen Valley (Capital)". In the past, the slogans of "hydrogen energy town" and "hydrogen energy industrial park" shouted by other cities may not be enough.
Compared with foreign countries, China's "hydrogen wind" only blows on FCEVs, and rarely takes into account the other. China's hydrogen energy information on the Internet is full of too much stall information, and there is a little more promotion information. The most lacking is information on technological progress. This makes China's "hydrogen heat" somewhat narrow and quick. However, there is a lot of information about industry-university-research cooperation, which is much stronger than the traditional automobile industry.
At this stage, the volumetric power of domestic automotive fuel cells is about 2 kW / litre on average, and the international advanced level is greater than 3 kW / litre. The industry hopes to narrow this gap as soon as possible. Only in this way can FCEV's development leadership be in the hands of Chinese brands and can significantly reduce the import of key components.