Many car companies are speeding up the layout of hydrogen energy.
On April 11, Haima Automotive cloth announced that the company and the 101 Research Institute of China Aerospace Science and Technology Group Co., Ltd. (hereinafter referred to as: aerospace Science and Technology Group 101) signed a strategic cooperation agreement to jointly build Hainan's first integrated station for water hydrogen production and high-pressure hydrogenation, which is scheduled to be completed and put into operation before October this year. In addition, the two sides will cooperate in the construction of hydrogen production facilities and hydrogen filling stations.
According to Jing Zhu, chairman of Haima Group, Haima will give priority to smart cars, cooperative electric vehicles, dead-end mixed cars, and hydrogen-powered cars. According to the plan, in the next five years, Haima will put 2000 hydrogen-fueled electric vehicles in Hainan market. Can the seahorse, which chooses to add hydrogen-powered cars at this time, successfully open up the next growth point?
The back of a hydrogen-fueled car
In the field of hydrogen energy, Haima is not a "newcomer".
As early as last January, Haima had completed the development of Hainan's first prototype fuel cell vehicle. It is reported that the car is equipped with 120kW high-power fuel cells and 70MPa high-pressure hydrogen storage tanks; it is equipped with three hydrogen storage tanks with a capacity of 60 liters, which can hold up to 7.25kg of hydrogen; the mileage can reach 800km; and hydrogenation takes only 3-5 minutes.
Seahorse holding hands with Aerospace Science and Technology Group 101 is another move in the field of hydrogen energy vehicles.
"hydrogen energy, as an important way of energy transformation, is one of the main ways to achieve the goal of carbon peak and carbon neutralization." Some industry insiders told Science and Technology Innovation Board Daily, "against such a favorable background, Haima Automobile takes the lead in introducing relevant investment institutions by combining Hainan's location, geographical environment, and other advantages." it's not impossible to make a difference in hydrogen-powered vehicles. "
At the same time, the industry insiders said, "companies still need to focus on building their own competitiveness." In terms of strategy, enterprises need to really pay attention to the stability and reliability of FCEV (fuel cell electric vehicles); in terms of strategy, they need to focus on key technologies to overcome problems such as hydrogen leakage and poor durability. "
Seahorse car "trapped"
Judging from the current situation of the development of seahorse cars, hydrogen-fueled vehicles may want to open up new business growth points.
In terms of performance, Haima Motor has not yet released the 2020 annual performance report. In the annual performance forecast for 2020, Haima Motor expects the company's operating income to be 28-3.3 billion yuan, and the net profit and loss attributed to the shareholders of the listed company is 9-1.35 billion yuan.
Talking about the main reasons for the performance changes, Haima Motor said in the announcement, "in 2020, the company's production and operation was seriously affected by the COVID-19 epidemic, and the company's automobile product adjustment is still in a critical stage. The results of marketing model innovation have not yet been fully reflected, and the company's product market performance has not met expectations, and automobile production and sales have declined compared with the same period last year, resulting in losses in the company's operating performance."
In terms of product sales, Haima has slightly lagged behind in the field of fuel vehicles. According to the data, sales of seahorse cars in 2020 were 17800, down 39.66% from the same period last year; in the first quarter of this year, only 7004 were sold.
In addition, although Haima Motor has digested a certain amount of spare capacity and increased part of its revenue through the contract manufacturing model, this is not a long-term solution. Today, Xiaopeng Automobile, which cooperates with Haima, has built two major smart bases in Guangzhou and Zhaoqing.
The bustling hydrogen car market
Nowadays, under the background of achieving the goal of carbon peak and carbon neutralization, hydrogen energy, as a clean energy, plays a more and more important role in the field of new energy vehicles. At present, many car companies are practicing their "hydrogen" skills-SAIC, Haima, Guangzhou Automobile, Great Wall and other car companies are speeding up the layout of hydrogen fuel cell vehicles.
In this regard, an automotive engineer told Science and Technology Innovation Board Daily that "hydrogen-powered cars are expected to usher in spring under the promotion of multiple advantages, such as the expectation of subsidy rules, the localization of spare parts, and the acceleration of the construction of hydrogen filling stations."
In the White Paper on China's hydrogen Energy and fuel Cell Industry, the China hydrogen Energy Alliance predicts that by 2050, hydrogen will account for about 10% of China's energy system, hydrogen demand will be close to 60 million tons, and annual economic output will exceed 10 trillion yuan. The universal application of hydrogen energy will be realized in transportation, industry and other fields, with an output of 5.2 million fuel cell vehicles per year, 20 000 sets of fixed power generation devices per year, and a production capacity of 5.5 million sets per year for fuel cell systems.
However, with the rapid development of hydrogen energy industry, there are still many problems to be solved about the commercialization of hydrogen fuel cell vehicles. "this is a marathon and players need to be at their best throughout the race, not a 100-meter sprint from the start." The above-mentioned automotive engineer said.
On April 12, ST seahorse shares rose 5.10% to close at 3.30 yuan per share, with a total market capitalization of 5.427 billion yuan.
