High subsidy ‘nourishing’ lower hydrogen fuel power cells still face industrial pain

High subsidy 'nourishing' lower hydrogen fuel power cells still face industrial pain

Recently, the vice chairman of the National People’s Political Consultative Conference, the former Minister of the Ministry of Science and Technology, Wan Steel, said that future new energy vehicles should develop in the direction of “hybrid vehicles” and “hydrogen fuel power batteries”. It is understood that the State Council has developed a series of strategic plans that support the development of hydrogen-fuel power batteries. The relevant departments have also introduced policies to promote development.

. At present, more and more Chinese companies are joining the fuel power battery industry, including 41 Chinese car companies, and auto parts companies, industrial capital, etc., in the hydrogen energy and fuel power battery industry.

From the market, 2017 Fuel Power Battery Automotive output reached 1275, up 103% year-on-year; the output is 465 units from January to November 2018. It is expected that there are also large-scale amounts in December, but compared to domestic New energy vehicles 2018 sales figures, current domestic fuel power battery car market scale is still very small. Hydrogen Fuel Company persons said to the “my country Business News” reporter that the promotion of domestic hydrogen fuel power batteries is currently important limited to hydrogen storage and transportation technology and hydrogen station infrastructure.

. In terms of related business of hydrogen production equipment, hydrogenation stations, some companies will jointly promote the development of fuel power battery industries..

High subsidies “Push” Industrialization In recent years, the support of the development of hydrogen-fuel power cell industry in the country has increased year by year, and local provinces and cities have also supported the development of local hydrogen energy and fuel power battery automotive industries.. Since 2018, including Beijing, Shanghai, Guangdong, Wuhan, Chongqing and other provinces and cities have introduced relevant hydrogen fuel power battery automobile local subsidies.

According to statistics, as of now, the national key research and development plan “New Energy Automobile” key special project publicity list reaches four batches, of which the R & D support for fuel power battery vehicles is nearly 827 million yuan.. Since 2018, R & D support for fuel power batteries has reached nearly 436 million yuan, involving six projects.

. The project lead unit includes Weichai Power, Dongfeng Automobile, Beiqi, Yutong, Tsinghua University, my country Automotive Technology Research Center and other companies and institutions. Under the promotion of high subsidies, a number of listed companies have encoded in a hydrogen fuel power battery industry chain layout.

Data show that as of November 2018, 41 vehicle models have developed 56 fuel power batteries and cover 25 fuel power battery systems, 17 operations of Hydrogenstations, in the construction of hydrogenation station 45, only 2018 hydrogen-fuel power battery industry related investment and planning funds exceeded 85 billion yuan. The development of domestic hydrogen fuel power batteries has been attached importance to the industry and the company, but the market of hydrogen fuel power batteries has emerged, still have a relatively long time..

According to data, the 2017 Fuel Power Battery Automotive output has reached 1275, up 103% year-on-year; the production of 465 in 2018 is 465, but it is expected that there is still a large scale in December.. However, according to my country’s Automobile Industry Association, 1- November, new energy vehicles have completed 1054,000 vehicles and 1030,000, and the 2017 increased by 63.

6% and 68% respectively.. In contrast, the market size of domestic fuel power batteries is still very small.

. The reporter found that many domestic companies are still in the development stage of hydrogen fuel power cells..

On the occasion of the market size, many companies are still in the stage of investment and output imbalance.. Take Shenzhen Xionghao Power Technology Co.

, Ltd. (002733.SZ, hereinafter referred to as “Xiong Shares”), Zhongshan Ocean Motor Co.

, Ltd. (002249.SZ, hereinafter referred to as “Ocean Motor”) and many other listed companies have an example, In the annual report, the company has increased the investment in the fuel power battery industry chain, IDC project, energy storage project, lithium-ion power lithium battery and other new energy sectors.

The company continued to invest in research and development, and hete hydrogen Development of proton exchange membrane fuel power battery. This project has completed the formulation and development of infrastructure construction. Xiong Shares mentioned in the annual report that due to the declaration of fuel power battery sample production, it will eventually pass the national new energy vehicle to promote models, thus delayed project.

The hydrogen fuel power battery business of ocean motor is preliminarily completed, and the cooperative vehicle factory includes Zhongtong, Dongfeng T-Auto, Foshan Flying, Futian, SAIC Tria, etc., currently important application direction for bus and logistics car. According to the 2017 annual report, the company R & D investment increased by 104.

8.71 million yuan compared to 2016, the increase ratio was 36.36%, and the company increased research and development, and actively developed new products and invests more funds for new energy.

New effect of research and development of automobile control systems and hydrogen fuel power battery powertrain systems. Hunan Keli Yuanxin Energy Co., Ltd.

(600478.SH) The relevant person in charge represented in the investor online open day event, said that the research and development of the company and hydrogen fuel power battery is underway, and it is applied in a hydrogen fuel car. The nickel-hydrogen battery pack and the electrical control system have achieved preliminary loading tests, and the research and development of MEA film electrodes is being carried out.

. The development of pain is difficult to review the development of hydrogen fuel power battery vehicles. Although it has already proposed its operation principle as early as 1893, the first hydrogen fuel power battery car was developed until 1994, until 2015 Fengtian launched the first Surrounding model.

On the road to the road to market, technology, cost is not overlooker from the road to market-based roads.. It is understood that the current hydrogen fuel power battery catalyst is important to use platinum.

Abbey in the “my country Hydrogens and Fuel Power Battery Annual Report 2018” mentioned the lack of platinum resources, the price of platinum is expensive, and the cost of fuel power battery is high, which in turn affects its commercialization and promotion. In addition, the reaction of carbon monoxide, sulfur in the platinum-based catalyst and fuel hydrogen can cause its loss activity and cannot be catalytically used, which in turn leads to reduction of the life of the electric piles..

“Catalyst platinum is one of the bottlenecks, platinum in global storage, there are many problems in the development of commercial development.. “Wang Jingzhong, Vice Chairman of my country’s Battery Industry Association, said that the hydrogen fuel power battery has more environmentally friendly, long-distance mileage, more convenient.

. However, cost is too high, hydrogenation safety issues, limit the pace of development. It is understood that domestic and foreign companies are also actively developing new catalysts to reduce costs.

. Safety problems of hydrogen fuel power cells are also one of the concerns of public. Recently, Jianghui, general manager of the EV Division of Shenzhen Xionghu Power Sports Technology Co.

, Ltd., Shenzhen, China, my country, China Lithium electric peers, will also say safety. However, Jiang Hui mentioned that the explosion of hydrogen and oxygen is relatively low.

At present, there is a question and lithium-ion battery car in the development of hydrogen fuel power battery vehicles. How to achieve high purity, cheap hydrogen is also important challenges in practical applications..

“At the beginning, there is a lithium battery is not safe, and where is it to charge?. “Ocean motor notice has been mentioned that from the industrialization process of hydrogen fuel power battery vehicles and hydrogen fuel power cells in the international market, future hydrogen fuel power batteries may experience a longer promotion period, market There are certain risks in capacity and market development speed. Beijing Yidong Technology Co.

, Ltd. (834613, hereinafter referred to as “Yuanhua”) also disclosed that in the international, fuel power batteries have made breakthroughs in key technologies, especially life, and entered a small batch trial operation. And the stage of reducing cost.

In China, the overall technology developed by fuel power batteries is behind international advanced levels. At present, important technical risks in domestic fuel power batteries come from how to reduce the cost of the system through technical means, and improve the life of the fuel power battery engine..

Core technology relies on foreign countries to pay attention to the development of hydrogen-fuel power cells, but overall exhibiting “small rain”, the development speed is slow, and the heat of the foreign hydrogen fuel power battery market has formed. Distinct comparison. From the current national hydrogen fuel power battery market, important market share is concentrated in Japanese companies, US companies, etc.

. Foreign Market Research Institutions InformationTrends announced the 2018 global hydrogen fuel power battery car market report show that the total sales volume of global hydrogen fuel power cells in 2013 to 2017 reached 6,475, except for the US California Outdoor hydrofuel power battery car accounted for 75% of the remaining sales. The report also pointed out that by 2021, the world will include 10 car manufacturers including Toyota, Lexus, Modern, Kia, Honda, Mercedes, and BMW.

. In recent years, foreign fuel power battery automobile commercial news is frequent, first in Toyota and Honda launched a quantitative fuel power battery model, and increase investment in hydrogen storage construction..

General Motors, Honda joint ventures, fuel power battery system manufacturing companies (FCSM), announced the formal entry stage. True analysts, chief analysts, ink, China. Yasantong has publicly stated that foreign fuel power battery industry has developed more than 3 to 4 years higher than the domestic company, and the leading domestic company is at least 3 to 4 years.

With the development of countries on clean energy, foreign countries pay more attention to the development of clean energy, abroad Competitors have gradually entered our market, and the products have formed competition in domestic manufacturers in technical stability and prices.. Due to the gap between domestic and foreign technology, many domestic hydrogen fuel power battery companies should choose to cooperate with foreign companies to obtain corresponding technology.

. It is understood that the technology related to the ocean motor hydrogen fuel power battery is derived from Barar; and the ocean motor has also established a hydrogen-fuel power battery research institute, which has carried out independent research and development of hydrogen-fuel power battery system supporting motors and integration..

In 2017, Yichang also signed a second-phase strategic framework agreement for Hydrogen-Cangan Cooperation with Canada, Canadian Hydrogenics.. Hydrogen Fuel Company persons said to reporters that the promotion of domestic hydrogen fuel power batteries is currently important limited to hydrogen storage and transportation technology and hydrogen station infrastructure.

. In terms of related business of hydrogen production equipment, hydrogenation stations, some companies will jointly promote the development of fuel power battery industries..

Yasong also mentioned in the notice that the technical advantages of foreign fuel power cell companies are more reflected in the fuel power battery stack, but there is a difference in car operation at home and abroad, and it is impossible to move into our country.. Therefore, foreign mainstream fuel power battery manufacturers enter our country, and is important to reduce their business risks and policy risks, and billion Huatong also with my country’s huge new energy vehicle market demand.

The status of the power battery company, etc., cooperates with foreign manufacturers.

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