A few days ago, @ Sina Southern Energy Channel walked into Guangdong Guo Hong Hydrogen Energy Technology Co., Ltd. (hereinafter referred to as "Guo Hong Hydrogen Energy") located in Foshan (Yunfu) Industrial Transfer Industrial Park, and interviewed Zhang Zhejun, the executive deputy general manager of the company, to understand the fuel cell industry strategy of Guo Hong Hydrogen Energy.
Look at the data. Half of FCV fuel cells in China are made by Guo Honghydrogen.
It is understood that Guo Hong Hydrogen Energy was established on June 30, 2005+2065438. The company's business scope includes research and development, production and sales of hydrogen fuel cells and system control equipment. At present, the main products include hydrogen fuel cell stack, system module, standby power supply, emergency power supply vehicle, some military products and hydrogen refueling stations.
20 15 10, Guo Hong hydrogen energy, together with Foshan Feichi Automobile Manufacturing Co., Ltd. and Shanghai Reshaping Energy Technology Co., Ltd., successfully developed the first 1 1 meter city bus with independent intellectual property rights in Guangdong Province.
From 2065438 to September 2006, the first batch of 28 hydrogen fuel cell 1 1 meter city buses started the trial operation of the bus demonstration line, which is one of the largest hydrogen fuel cell bus fleets in the world. This bus demonstration line has a great influence in the world.
In 20 16, the first commercial hydrogenation station jointly built by Guo Hong Hydrogen Energy and Shanghai Shunhua New Energy System Co., Ltd. was put into operation, providing hydrogenation services for the operation of hydrogen-fueled electric vehicles in surrounding areas.
In 20 17, there were about 1200 fuel cell vehicles registered in China, of which about 50% were fuel cell products using hydrogen energy from Guo Hong.
Talk about the market. Within three years, the production and sales of FCV will reach more than 8000 vehicles.
According to the report "Global Hydrogen Fuel Cell Vehicle Market in 20 18" released by market research company Information Trends, from 20 13 to 20 17, only 6,475 hydrogen fuel cell vehicles were sold in the world in the past five years. At present, there are only more than 2,000 hydrogen fuel cell vehicles in China. However, in the plan of 2065438+early 2008, Guo Hong Energy predicted that the annual output of hydrogen fuel cell system modules would reach about 3,000 sets. Some people think that this is a blind and aggressive performance regardless of market reality.
In this regard, Zhang Zhejun believes that the company's planning is actually in line with the market growth trend. "We need to see that the market growth rate of FCV is accelerating, and the future market situation cannot be measured by the average of previous years." He said that the fuel cell vehicle industries in North America, Europe, Japan and South Korea have entered the commercialization stage one after another, and the production and sales of FCV vehicles will begin to accelerate. For example, Toyota plans to put into production a fuel cell stack production line with an annual capacity of 30,000 units in 2020.
Gao, an academician of China Academy of Sciences and a professor of Tsinghua University, also said that the number of fuel cell vehicles in China will probably reach 654.38 million in 2020. In other words, domestic FCV production and sales will reach more than 8,000 vehicles in the next three years.
In practice, during the "Double Eleven" this year, the self-operated fleet of JD.COM Group drove 245 hydrogen fuel cell logistics vehicles to run on the road. Foshan, Chengdu, Shanghai and other places opened the first fuel cell bus line. More and more local governments and enterprises have begun to accept and use FCV, which is the basis for Guo Honghydrogen to expand production lines and increase investment.
It is very important to talk about the localization of technologically advanced talents and equipment.
According to reports, Guo Hong Hydrogen Energy's stack capacity can produce 20,000 fuel cell stacks and 5,000 power systems every year, making it the largest fuel cell stack and system integration production line in the world!
How many people and venues are needed to support such a world-class production line? "At present, there are about 65,438+070 workers on the production line, and the production line covers an area of 65,438+200,000 square meters," Zhang Zhejun said.
For hydrogen fuel cell manufacturers, technology is the core competitiveness. According to reports, at present, the technical team of Guo Hong Hydrogen Energy includes members of the National Standardization Committee for Fuel Cells and Flow Cells, doctors from Tsinghua University, Dalian Institute of Chemistry of Chinese Academy of Sciences and Hong Kong University of Science and Technology, and has hired world-class top scientists as consultants.
In addition, the localization rate of equipment in this production line has reached 90%. The localization of production equipment can effectively improve the autonomy of enterprises, reduce costs and speed up the time of establishing factories and putting into production, which will bring great convenience for enterprises to further enhance their production capacity.
It is said that the mode industry chain cooperation is the best policy.
Zhang Zhejun said that the hydrogen energy industry is still in its infancy, and there are few hydrogen fuel cell vehicles, hydrogen refueling stations and related facilities in society. Enterprises in the industrial chain want to promote their products independently, and it is difficult to succeed without the cooperation between the upstream and downstream of the industrial chain.
"A customer wants to buy a car, but he doesn't have a hydrogen refueling station there, or there is a hydrogen refueling station without hydrogen production and transportation facilities, he will still give up buying a car, so we choose to' group development' and cooperate with many enterprises to develop a regional FCV market. Only when the products of the entire industrial chain are fully equipped will the market have explosive growth. "
Cooperation with professional organizations and enterprises, jointly developing advanced technologies, sharing initial construction costs, resisting industry risks and sharing industrial achievements are the current operating strategies of hydrogen energy and other hydrogen energy industries in Guo Hong.
Looking forward to future localization will help reduce costs.
Zhang Zhejun is full of confidence in the future of the industry. "Hydrogen fuel cell vehicles have the advantages of full-cycle environmental protection, long battery life and fast charging, and are an ideal choice for future transportation. There is no doubt about the industry prospects. " But at the same time, he mentioned that the whole industry has just started, the scale is still small, the sensitivity to policies is strong, the dependence on financial subsidies still exists, and the relevant industry standards and scale are still relatively lacking, which are all factors restricting the rapid development of the hydrogen energy industry.
In addition, Zhang Zhejun also said that in addition to technological innovation, the commercial operation of fuel cells is more important to reduce costs and form the market competitiveness of FCV in price. At this time, the localization of fuel cell components such as membrane electrode, air compressor and hydrogen pump is very important.
Zhang Zhejun said that it is expected that after 2023, hydrogen fuel cell vehicles will gradually realize real commercialization. With the help of government and enterprise innovation, China's hydrogen energy industry will have a better tomorrow.