At the recent Chengdu first Industrial Expo, the signing of the first hydrogen fuel cell heavy truck demonstration line project in the west has once again focused people's attention on the development of hydrogen energy industry. Due to the high price, little policy support, late start of the industry and other reasons, hydrogen energy has been limited to commercial vehicles and other areas of slow development. However, with the goal of carbon neutralization and carbon peak, the interactive development of clean energy and hydrogen energy such as optoelectronics and wind power is full of imagination; at the same time, the localization of parts is accelerating the price reduction of hydrogen vehicles, and the relevant policy support is becoming more and more obvious.
A person in the industry engaged in hydrogen fuel cell system told the Financial Associated Press that the higher hydrogen price is a phased fact, the scale of industrial development and the autonomy of domestic technology will greatly reduce costs and prices, and the industry is waiting for the policy starting gun. A person in the photovoltaic industry said that carbon neutralization, photowind hydrogen production will become the future trend.
Hydrogen energy performance is excellent, but the price is high. High photovoltaic wind power can be used with its good cycle.
At the Expo, 688339.SH cooperated with Chuanwei Group and Dayun Automobile to carry out the "Western first hydrogen fuel Cell heavy truck demonstration Line Project", showing the industry the application scene of hydrogen fuel cell as the power source of commercial vehicles such as heavy trucks.
He also mentioned that domestic independence has led to a rapid drop in the price of parts and components. "two years ago, air compressors won the world. at that time, the price was 20 or 300000, and you had to wait in line to buy them." Reviewing the history of industrial development, he said, "but the price has dropped rapidly after localization, and now it is about 20,000 yuan."
"the price of air compressor came down against the background that only more than 1000 hydrogen cars were sold nationwide last year. If it reaches 100000 units, the price of (fuel cell electric vehicles) will certainly be on a par with traditional fuel vehicles and pure electric vehicles." The above industry insiders are optimistic about the future development of the industrial chain, "as far as fuel cell engines are concerned, it is roughly estimated that the annual cost reduction will be at least 20% and 30%."
When talking about the degree of domestic autonomy of hydrogen vehicles, the industry insider said that at present, except for material-level carbon paper, catalysts and pipe valves in hydrogen systems, which mostly rely on foreign technology, the whole fuel cell vehicle has a high degree of localization. But he added: "globally, the overall level of Japan is higher, and the reliability and consistency of products will be more stable."
Industrial development still needs to keep up with policies and standards in a timely manner. The above-mentioned industry insiders said that the national subsidy policy plays a great baton role in whether emerging industries can quickly enter the development period, but the policy is still being adjusted for the sake of safety and pure electric power. "the industry is waiting for the policy and dare not do too much." Previously, the relevant incentive policies were mainly concentrated at the local level.
However, the situation is changing. In September last year, the Ministry of Finance, the Ministry of Industry and Information Technology, the Ministry of Science and Technology, the National Development and Reform Commission, and the National Energy Administration jointly issued the "Circular on the demonstration Application of fuel Cell vehicles." eligible urban agglomerations will be rewarded for tackling and demonstrating the industrialization of key core technologies of fuel cell vehicles. The above-mentioned industry insiders revealed that the shortlist of urban agglomeration is likely to be announced in mid-May this year.
