On February 15th, the fourth day of the Lunar New Year, Zhu Yanfeng, Chairman and Party Secretary of Dongfeng Company, came to the trial workshop of Dongfeng Technology Center to learn about the research and development of fuel cell vehicles.
It is said that in order to ensure the smooth delivery of the X37-FB fuel cell vehicle project and carry out the follow-up tests, the trial production and test team of the Quality Verification Center of Dongfeng Group Technology Center and the FCV team of the Prospective Research Center returned to their posts on the third day of the New Year.
Just before the Spring Festival on February 3rd, Dongfeng just signed a strategic cooperation with Foshan Municipal Government, Foshan Xianhu Laboratory and Foshan Nanhai District Government.
according to the agreement, Dongfeng will jointly set up a demonstration operation fleet of hydrogen fuel cell passenger cars with Foshan and Nanhai. By the end of 221, the scale of this fleet should reach no less than 1 vehicles, and then it will continue to expand.
from the first "punch-in point" of the chairman in the new year to the early rework of the R&D team during the holiday, Dongfeng Group attaches great importance to this fuel cell project.
in fact, apart from Dongfeng, hydrogen fuel cell vehicles, another track of the new energy route, are becoming more and more popular at the moment when technology giants are entering the electric vehicles.
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The model of "1 cities and 1, vehicles" drives a new wave of hydrogen energy
On January 15th, Hyundai Motor Group signed an investment agreement with Guangzhou Development Zone Government to establish Hyundai Motor Hydrogen Fuel Cell System (Guangzhou) Co., Ltd. to plan and produce the hydrogen fuel cell system mounted on the modern hydrogen fuel cell vehicle Nexo.
on February 19th, Sinopec released the hydrogen energy industry plan. In the next five years, it plans to lay out nearly 1, hydrogen refueling stations or oil-hydrogen combined stations.
On February 25th, the Implementation Plan for Accelerating the Development of New Energy Vehicles in Shanghai (221-225) proposed that in five years, the investment of hydrogen fuel cell vehicles in Shanghai should reach 1, and the number of hydrogen refueling stations should exceed 7.
in the last two months, new news has been constantly emerging, from hydrogen fuel cell vehicles to related parts industries to supporting infrastructure construction.
but behind these news, the participation of government departments is unavoidable.
Since September last year, the Ministry of Finance, the Ministry of Industry and Information Technology, the Ministry of Science and Technology, the Development and Reform Commission, and the National Energy Administration announced that the "fuel cell vehicle purchase subsidy policy", which was originally subsidized as long as it was purchased, has been adjusted to the "fuel cell vehicle demonstration application support policy", which only subsidizes individual hydrogen demonstration cities. In order to strive for being shortlisted for hydrogen demonstration urban agglomerations, cities that have accumulated in this industry have begun to accelerate their layout under the leadership of the government.
judging from the content of the new policy, the choice of urban demonstration operation requires that the demonstration city "promote more than 1, fuel cell vehicles that meet the relevant technical indicators within four years, with an average mileage of accumulated hydrogen consumption per vehicle exceeding 3, kilometers; The idea of building and putting into operation 15 standard hydrogen refueling stations is very similar to the promotion idea of the new energy vehicle "Ten Cities and Thousand Vehicles" plan ten years ago.
Therefore, this policy is also known in the industry as the fuel cell version of the "Ten Cities and Thousand Vehicles" plan.
after last year's declaration and selection, the official announcement of the first batch of fuel cell demonstration cities in China has entered the countdown. Therefore, 221 is regarded as the first year of the development of the fuel cell automobile industry.
once, thanks to the implementation of the "1 cities and 1 vehicles" plan, China's new energy automobile industry completed the accumulation from to 1. Now, when the fuel cell automobile industry has begun to try a similar route, the outside world is naturally full of expectations.
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Mass production and demonstration operation have just begun
The fiery market of hydrogen fuel cell vehicles in p>221 seems to confirm this expectation.
statistics show that as of mid-February, in just one and a half months, the number of hydrogen fuel cell vehicles tendered/won this year has reached about 69, which is more than half of the cumulative sales volume of fuel cell vehicles last year (1,199).
from this data alone, the development of fuel cell vehicle industry this year is really full of expectations. However, in terms of specific models, these officially sold hydrogen fuel cell vehicles are all limited to commercial vehicles such as buses and logistics vehicles. As for passenger cars, no models have been officially put on the market.
according to the statistics of hydrogen cloud chain database, since 28, there have been about 25 fuel cell passenger cars in the domestic market, of which 9 have been listed in the product catalogue of the Ministry of Industry and Information Technology. Especially after the introduction of the new subsidy policy last year, there was once a situation in which various car companies concentrated their efforts.
in 221, according to the information released by some car companies, most hydrogen fuel cell passenger cars that were only used for auto show before will enter the stage of mass production and demonstration operation.
in addition to Dongfeng's announcement that it has received orders for at least 1 hydrogen fuel cell passenger cars mentioned at the beginning, SAIC Chase also said that it may launch 4 or 5 Euniq 7s in Jiading, Shanghai this year for network car operation; Great Wall also announced that its first hydrogen fuel cell SUV will be mass-produced this year, and will display the hydrogen fuel cell passenger car fleet during the 222 Winter Olympics.
However, even with the support of policies, the layout of various enterprises in the field of hydrogen fuel passenger cars has been accelerated, but there is still a big gap compared with countries such as the United States, Japan and South Korea that have pushed hydrogen fuel cell passenger cars to the private market.
even when we asked a number of car companies about the progress of related projects, the replies we received were basically "unclear, unknown" or "the relevant information is still sensitive". In most car companies' strategies, the position of hydrogen fuel cell passenger cars can be seen.
In the view of industry experts such as Cui Dongshu, Secretary General of the All-China Federation of Passenger Cars, Zhang Xiang, an auto industry analyst, and Miao Wenquan, vice chairman of Shanghai Fuel Cell Vehicle Commercialization Promotion Center, it is basically agreed that the development of hydrogen fuel cell passenger cars has just entered the initial stage, and it is still far from real commercialization.
As to why some car companies have accelerated their layout in this field recently, Zhang Xiang told the Automobile Industry and Commerce Bureau that they should "mainly use the bonus of subsidy policy to do more technology accumulation and lay a foundation for future competition".
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It will take five years to enter the private consumption market.
According to the Technical Roadmap for Energy-saving and New Energy Vehicles 2., which is compiled by the Ministry of Industry and Information Technology and led by China Automotive Engineering Society, by 225, the number of fuel cell vehicles in China is expected to reach about 1,. By 23-235, its development goal is to reach 1 million vehicles.
according to the current development of hydrogen fuel cell vehicles, it is obvious that commercial vehicles will become the absolute main force in the above goals. So in the field of passenger cars, how far is the hydrogen fuel cell vehicle from the real commercialization?
The relevant person in charge of a domestic hydrogen fuel cell parts enterprise told SAFE that at present, China has laid out the whole vehicle, system and stack, but there are still few related enterprises in parts, especially the most basic key materials and components, such as proton exchange membrane, carbon paper and catalyst. Although some domestic enterprises have begun to intervene, there is still a big gap in reliability and durability compared with international advanced products, and most key parts and materials still rely on imports.
in addition, Chen xuesong, president of great wall's weishi energy technology co., ltd, also said that in the process of marketing, there are still some problems of imperfect industry standards, laws and regulations. For example, the 7MPa plastic liner for storing hydrogen fuel developed by Great Wall has the advantages of light weight and low cost. This technology has been commercialized abroad, but it is not allowed in China.
As for when hydrogen fuel cell passenger cars can enter the private consumption market, Zhang Tong, director of the Institute of Fuel Cell Vehicle Technology of Tongji University, once said that fuel cell vehicles will reach a considerable scale in the commercial vehicle field within two to three years. However, in the field of passenger cars, it will take almost five years to truly realize small-batch listing and let consumers buy it.
Zhang Xiang agrees with this. In his view, from the current situation in the United States, Japan, South Korea and other countries, the prerequisite for hydrogen fuel cell passenger cars to enter the private consumption market is that the vehicles are stable, the technology is mature, and there must be a certain number of hydrogen refueling stations. "After five years of technological development and strengthening of infrastructure construction, it is likely to take the lead in promoting to the private consumer market in Shanghai, Guangzhou and Foshan."