At present, there are not many people playing "hydrogen" in the world except Japanese, Hyundai and Honda, but there is a smell scattered throughout the China market. In addition to a few state-owned enterprises that concentrate on doing big things, private enterprises like Great Wall also have their own independent hydrogen energy research and development companies, and many local enterprises have also emerged hydrogen energy technology giants.
On September 13, SAIC officially released the first fuel cell MPV? MAXUS chase marks? EUNIQ？ 7, and announced the first "hydrogen energy strategy" of China automobile industry.
By 2025, at least ten fuel cell vehicle products will be launched, SAIC He Jie Technology (a high-tech enterprise providing fuel cell products and engineering services for the industry) will reach a market value of 1000 billion, and a fuel cell R&D and operation team with more than 10000 people will be established to form a production and sales scale of10000 fuel cells, with a market share of/ Above.
Policy ripening agent
At the press conference, some media felt very sudden. Why do you want to emphasize hydrogen fuel cell vehicles crazily in this period?
Readers who have long been concerned about the hydrogen energy industry must be familiar with the following policies. At the end of April this year, the Ministry of Industry and Information Technology issued the Notice on Improving the Financial Subsidy Policy for the Promotion and Application of New Energy Vehicles, and the subsidy for hydrogen fuel cells ushered in drastic changes.
The financial incentives for fuel cell vehicles in the notice will be reduced from nationwide to "partially qualified cities". The introduction of this policy means that the popularity of hydrogen-fueled vehicles will no longer be everywhere, but will be "targeted" to control the situation that bus lines cannot operate due to insufficient supporting facilities.
After about four years, the industrial chain of hydrogen energy and fuel cell vehicles has been established, and breakthroughs have been made in key core technologies, forming a good situation of reasonable layout and coordinated development.
On September 8 this year, Beijing Economic and Information Bureau released the development plan of Beijing hydrogen fuel cell automobile industry. The plan is divided into two stages: three years and five years, and the targets are the leading enterprises in the industrial chain of hydrogen fuel cell vehicles, hydrogen fuel cell vehicles and the output value of the industrial chain.
He also said that before 2023, 3-5 leading enterprises with international influence in the industrial chain of hydrogen fuel cell vehicles will be cultivated and 3,000 hydrogen fuel cell vehicles will be promoted. The cumulative output value of the whole industrial chain of hydrogen fuel cell vehicles will exceed 8.5 billion yuan; Before 2025, we will cultivate 5- 10 leading enterprises in the industrial chain, and strive to achieve a breakthrough of 10000 hydrogen fuel cell vehicles, with the cumulative output value of the whole industrial chain exceeding 24 billion yuan.
At this time, SAIC will certainly not miss this opportunity. You should know that SAIC has nearly 20 years of research and development experience in the field of fuel cells, made sufficient technical reserves, actively participated in the formulation of the national standard for 15 fuel cells, and took the lead in realizing the commercial application of hydrogen fuel cell passenger cars and commercial vehicles in China.
Wang Xiaoqiu, president of SAIC, said: "Today, the world automobile industry and the global energy field are experiencing a' great change that has never happened in a century'. The rapid rise of new energy technologies is profoundly changing the production and lifestyle of mankind and has become an important part of the national strategy. "
Their press conference was even a bit "showing off".
As the earliest automobile enterprise in China to develop fuel cell technology, SAIC started the Phoenix-1 fuel cell vehicle project on 200 1. In the past two decades, SAIC has spent more than 3 billion yuan on research and development, and obtained 565,438+065,438+0 patents related to fuel cells.
He Jie Science and Technology, a subsidiary of SAIC, has mastered the full-forward development capability from core component development, stack integration and fuel cell system integration to power system integration and vehicle integration, and has completely independent intellectual property rights. It launched PROME? The technical indexes of P390 fuel cell system are close to the global level represented by Toyota and Hyundai.
"Comparable to Toyota" is also the most mentioned sentence in technology sharing.
"Win-win Cooperation" in Hydrogen Energy Industry
Therefore, under the stimulation of the new round of policies, SAIC also has a grand plan at the beginning of the article. "Ten cars, ten billion, thousands of people, ten thousand cars", what needs to be emphasized here is the concept of ten thousand cars.
In the face of a series of grand plans, only 10 thousand cars landed in the end, which inevitably makes people sound a little top-heavy. At present, in the global single market, except Japan and Hyundai, there is no region where the production and sales volume exceeds 1 10,000 vehicles. Unlike fuel vehicles, "10,000 vehicles" is equivalent to scale and market position.
The data shows that the global output of hydrogen energy vehicles in 20 19 is about 10600, including 7578 passenger cars and 3022 commercial vehicles, mainly concentrated in three regions: China, Japan and South Korea. Among them, the domestic output of hydrogen energy vehicles is 3022, of which the output of hydrogen energy buses is 1340, 630 more than 20 18, and the output of hydrogen energy trucks is 1682, 773 more than 20 18.
I have to admit that no matter how high the domestic hydrogen fuel cell vehicle develops, it is really comparable to the sky-high price. Pure electric vehicles have developed for so many years, but the infrastructure construction has not kept up. The popularity of charging piles has become the biggest obstacle to the progress of pure electric vehicles.
At present, there are only two feasible hydrogen refueling stations in Shanghai, one in Jiading and the other in Fengxian. Due to the particularity of hydrogen refueling station, it will not enter the urban area when the hydrogen storage and transportation process is relatively unsafe.
Zeng foreign media reported that on June 20th 19, local time, an explosion occurred in a joint venture hydrogen refueling station on the outskirts of Oslo, Norway. The accident did not cause direct casualties, but the explosion shock wave was huge, causing two airbags of non-fuel cell vehicles near the hydrogen refueling station to be triggered and ejected, causing two injuries.
Due to the paralysis of the gas filling network, Toyota Motor and Hyundai Motor announced at the same time that they would suspend the sales of hydrogen energy vehicles in Norway until the investigation of the incident was completed. Although the exact cause of the accident was finally found, in the eyes of local consumers or residents, there will be great resistance to hydrogen cars and hydrogen refueling stations.
The user's psychology also determines that there are many limitations in the development of hydrogen fuel cell vehicles at this stage, and its application scenarios can only tend to be simple and repeat the monotonous route in a closed environment.
For this reason, SAIC has also taken this as a starting point, joined forces with Baowu Group, Shanghai Airport Group, Shanghai Chemical Industry Zone and Jiading District to build China Hydrogen Friends Group, and actively participated in the construction of platforms such as the Yangtze River Delta Hydrogen Corridor and the Yangtze River Economic Belt Hydrogen Energy Ecosphere.
It is said that the automobile industry is picking up, but for the hydrogen fuel cell automobile industry group, they are growing together. From the most primitive battery research and production, to the vehicle landing, and then to the application scenario, hydrogen energy is a complete ecological circle.
In June this year, six companies with the same concept, such as FAW, Dongfeng, GAC, BAIC, Beijing Yihuatong and Toyota, signed a joint venture contract today to establish "United Fuel Cell System R&D (Beijing) Co., Ltd.". The company's main business is to develop commercial vehicle fuel cell system in China, which can contribute to the construction of a clean and environmentally friendly mobile travel society. Toyota and Yihuatong are the main companies, which are jointly funded by all companies.
The high probability is that Toyota and Yihuatong developed the technology, and the four car companies gave money to enjoy the results. As you can see, there is no SAIC in the middle. Now, SAIC itself has released a huge hydrogen energy strategy. Where will it take this market? We will wait and see.
Text /ALTTT
This article comes from car home, the author of the car manufacturer, and does not represent car home's position.