1. What pattern and goal should Guodian invest in the field of hydrogen energy development?
Zhang Yinguang: State Power Investment Corporation is full of confidence and hope for the future development of hydrogen energy, which is the only way for the transformation and development of clean energy in China.
Since 20 16, State Power Investment Corporation has been committed to hydrogen-related technologies and industrial layout. So far, some progress has been made. To become a supplier of hydrogen energy in the future, the future direction is to combine large-scale hydrogen production with renewable energy power generation.
Second, relying on the national power investment hydrogen energy company, we will make efforts on key technologies and products. The purpose is to build independent technology and equipment for China's hydrogen energy industry while developing the industry, which cannot be controlled by others. In addition, it can also quickly promote the development of the whole industry, with the goal of achieving large-scale development as soon as possible.
2. State Power Investment Corporation is a central enterprise. What are the advantages of developing hydrogen energy industry?
Zhang Yinguang: The State Power Investment Corporation has the highest proportion of clean energy among the four major power generation groups. By the end of this year, the proportion of clean energy will reach 53%, and the next step will be 60%-70%. From this point of view, the State Power Investment Corporation attaches great importance to the development of hydrogen energy. Hydrogen energy is the development direction of clean energy in the future, and naturally becomes the key development field of national power investment.
The State Power Investment Corporation believes that only by realizing the contribution of large-scale renewable energy to hydrogen production can we fundamentally solve the independent supply of hydrogen energy and truly make hydrogen energy an important part of terminal energy. Therefore, the combination of hydrogen energy and renewable energy, renewable energy power generation is an important direction of national power investment at present.
Renewable energy generates electricity and hydrogen on the one hand, hoping to achieve coordinated development. At present, the consumption of power grid is limited to some extent. If the development of electric energy and hydrogen energy is combined, the fluctuation will be suppressed, which is the advantage of national electric power investment in developing hydrogen energy. The State Power Investment Corporation itself is a large-scale enterprise that uses renewable energy to generate electricity, and has many resources in hydrogen production.
In addition, the State Power Investment Corporation has accumulated technology for several years. So far, it has completed technology accumulation and reserve around hydrogen production technology and fuel cell technology. From the material grade of fuel cell, such as catalyst, proton membrane and bipolar plate, we have realized autonomy, and at the same time, we are also laying out hydrogen production technology. Promoting the development of hydrogen energy industry through technology and industry is the advantage of national power investment and also a grand strategic goal.
3. How does the State Power Investment Corporation plan the development layout of hydrogen energy in China?
Zhang Yinguang: State Power Investment Corporation is the first central enterprise to realize the systematic layout of hydrogen energy industry. From the point of view of energy line, the division of labor of the group is that the provincial companies and the secondary units under the group company are responsible for the construction of energy line. At present, China Electric Power, Shanghai Electric Power, Chongqing Company, Jiangsu Company and other provincial companies have laid out energy lines and carried out demonstrations.
From the product line, from technology research and development to the deployment of manufacturing base, and then to the demonstration and promotion of market application, it is all in a comprehensive layout. The State Power Investment Corporation has completed the Beijing-Tianjin-Hebei R&D and pilot base with Beijing as the center, and now it has been completed. Ningbo East China Hydrogen Energy Industry Base has begun to take shape, Ningbo Green Power Company has completed registration, and its production line has mass production capacity, centering on Ningbo and radiating the whole East China region. This year, the central industrial base will be laid out with Wuhan as the center. The purpose of building these bases is to provide enough shells to support the rapid expansion of hydrogen energy industry in the future.
The starting point of developing hydrogen energy by State Power Investment Corporation is to promote energy transformation. It is hoped that the rapid popularization and application of hydrogen energy can replace fossil energy, especially oil, and alleviate the country's current external dependence. First of all, we must grasp some key links in the industrial chain, not get stuck, and grasp the hydrogen production links and capacity application environment related to the industrial chain. Only openurl can promote it. Starting from the accumulation of materials, the next strategic layout is to pay equal attention to energy lines and product lines to jointly promote the rapid development of hydrogen energy industry.
4. What progress and breakthrough has the State Power Investment Corporation made in the key technologies of fuel cells?
Zhang Yinguang: In recent years, China has made great progress in the breakthrough of hydrogen energy technology. The real problem now is hydrogen energy technology and equipment.
In fact, independent technology now has the conditions to promote the development of the industry. At present, the gap between us and foreign countries lies in the maturity of technology and equipment. Although we have technology, we have not passed many verifications, and the development scale is too small. So far, more than 6,000 fuel cell vehicles have been popularized. The next step is to establish some business models through demonstration urban agglomerations, so that independent technologies and equipment will mature, which is the place that the industry should pay attention to.
In recent years, State Power Investment Corporation has realized the complete independent accumulation of fuel cell technology at the material level, especially among the eight key technologies listed by five ministries, we have basically completed the accumulation of six technologies around fuel cells, such as catalyst, proton membrane and electric reactor. Domestic independent technology has been reserved, and how to make the technology mature in the next step is the direction pushed by the state power investment.
5. What are the main application scenarios for the development of hydrogen fuel cells in the next few years or longer? ?
Zhang Yinguang: As far as the application of hydrogen energy is concerned, the focus now is on fuel cell vehicles. I think that in the near future, heavy transport vehicles and logistics vehicles may be mainly promoted, and more importantly, oil substitution and environmental protection will bring greater social benefits. This application scenario may be the first to go online. The next step may be in other industries such as shipping, and there are other application scenarios that will open up the market space step by step with the decline of costs. The State Power Investment Committee and its partners analyze these application scenarios together and gradually promote them in the near, medium and far directions.
If we want to develop hydrogen energy, it must be feasible. The current strategy is to put it into a longer cycle through social capital. By establishing a business model to lengthen it, the average cost will drop a lot. Using the power of capital and certain government-guided funds, we can increase money with small money and build large application scenarios. This is the application path we are exploring and we think it is feasible.
I hope the country will introduce some guiding policies. It is difficult to invest a lot of money if it is promoted separately as a hydrogen energy industry and done in isolation. If guiding policies are combined with solving energy security problems and environmental problems. Such a long-term and effective policy can enable enterprises to promote through planning, be closer to operability and commercialization, and make long-term layout.
6. What is the impact of the construction speed of hydrogen refueling station on the next industrial development?
Zhang Yinguang: At present, apart from technology and business model, the whole hydrogen energy industry has a big bottleneck in infrastructure. It is suggested to make some plans for energy infrastructure from a national perspective. ?
This article comes from car home, the author of the car manufacturer, and does not represent car home's position.