addtime：2023-02-15 author：xinyuren hits：241
among them, nanshan is at the forefront of the city, with more than 1/3 of the industrial chain enterprises settled in nanshan, and is mainly composed of electric stack, core materials and system integration enterprises, which are technology-intensive enterprises; upstream equipment, system parts and components are mainly concentrated in bao'an district and guangming district; hydrogen preparation and downstream application enterprises are mainly distributed in longhua district and longgang district, while energy enterprises are mainly concentrated in futian district.
according to statistics, more than 45% of shenzhen has been commercialized in mass production, but only 9.43% of the scale of financing has been achieved, and the capital concern is slightly weak. however, there are also hydrogen energy companies that have obtained many capital investments, including the state-owned enterprise mixed reform fund.
the hydrogen industry chain is long, with a large span of upstream and downstream fields and many overlapping industries. shenzhen's uniqueness lies in giving full play to the advantages of high-tech manufacturing industry. 46% of enterprises are located in fuel cells, stacks and related materials, and 30% of enterprises are engaged in hydrogen preparation, storage and transportation, and hydrogen refueling station equipment; 32% of enterprises focus on the application end market, including vehicle, operation, testing, etc; about 13% of enterprises supply equipment and upstream parts and materials, and these enterprises are mainly mature enterprises in electronic and electrical industry.
shenzhen enterprises have made breakthroughs in some key technologies of "stuck neck" in foreign countries. universal hydrogen energy has realized the batch preparation of high-performance roll-to-roll gas diffusion layer and proton exchange membrane in china for the first time; at present, zhongwei hydrogen energy is the only fuel cell metal plate laser welding professional enterprise in china, realizing nationwide production; the w1.0 sheet metal stack released by xiongtao hydrogerui for passenger vehicle scenarios will be gradually applied to commercial vehicles, logistics vehicles and other fields.
according to the development plan of shenzhen's hydrogen energy industry (2021-2025), by 2025, shenzhen will be built into a technology birthplace of the hydrogen energy industry, an advanced manufacturing agglomeration highland, and a multi-scenario application demonstration base, realizing the commercial application of hydrogen energy, with an industrial chain output value of 50 billion yuan.
no hydrogen refueling station for external operation is still a pain point
while the enterprises in the downstream of the hydrogen energy industry chain are developing vigorously, some industry insiders believe that the upstream hydrogen supply still needs to be strengthened.
shenzhen's hydrogen energy and fuel cell technology occupy a leading position in china, but the hydrogen preparation at the top of the industrial chain has become a development bottleneck.
according to the data, three hydrogen refueling stations have been built in shenzhen. first, kaihaoda has built a hydrogen production and hydrogenation demonstration station for alkaline electrolytic water in longhua district, with a hydrogen production capacity of 50nm ³/ h. it covers an area of 1200 square meters and is planned to expand to 1000 kg/d in the later stage; second, mawan power plant has built an integrated hydrogen production and hydrogenation station for alkaline electrolytic water in nanshan district, shenzhen, with a hydrogenation capacity of 1000kg/day, and has completed the completion acceptance; the third is the longzhuyuan refueling and hydrogenation station built by sinopec in nanshan district.
compared with nearly 120000 charging piles in shenzhen, the lithium battery industry has established a competitive advantage in the world, and no hydrogen station in shenzhen has obtained the qualification for external operation. "they also hope to operate externally as soon as possible," said a person from kaihaoda
people concerned with the new energy of shenzhen hydrogen cattle electric card said that the insufficient supply of hydrogen in shenzhen restricted the development of the downstream fuel cell industry, and heavy trucks, commercial vehicles and buses could not be effectively landed in shenzhen.
under the premise that the local hydrogen source is difficult to meet the demand, is it possible to build the industrial chain with the support of other sister cities in the province. industry insiders reported that shenzhen currently mainly relies on the supply of hydrogen sources in dongguan, zhuhai, guangzhou, huizhou, yangjiang, zhongshan and other nearby areas, and is difficult to transport hydrogen at competitive prices due to problems such as process, construction cycle, economic transportation radius, etc.
a number of insiders told reporters from the southern finance and economics all-media that hydrogen is a flammable and explosive gas. the existing regulations only allow the operation of 20mpa hydrogen storage vehicles. the transportation cost is high. large-scale long-distance transportation is not practical, and it is also lack of economy.
according to the survey and statistics of shenzhen hydrogen energy and fuel cell association, at present, the economic transport radius of high-pressure gaseous hydrogen (<200km) can supply only 6200 tons/year of hydrogen for shenzhen's core scenario, less than 1.5% of the provincial planned supply. however, the surrounding cities often get the first month by the water, and have been absorbed first. combined with the construction scale of the existing hydrogen production and hydrogenation integrated station in shenzhen, the recent hydrogen source guarantee is less than 10000 tons/year.
however, the situation is changing. with the entry of state-owned enterprises and private capital into the bureau, the shenzhen hydrogen production and hydrogenation station is in full swing. according to the relevant personnel of china power construction corporation, there is a plan to build an alkaline electrolytic water hydrogen production and hydrogenation station in longgang, with a total investment of tens of millions.
in addition, shenzhen is currently in the shenzhen-shantou cooperation zone, and dapeng new area is also laying out a demonstration base for hydrogen production from electrolytic water to further enrich the hydrogen supply channels in the city.
the plan of shenzhen is to build no less than 10 hydrogen stations by 2025, and the construction of shenzhen hydrogen stations is expected to accelerate.
the industry chain continues to reduce costs and increase efficiency. the industry expects to break out
if the hydrogen energy industry wants to achieve self-reliance, cost reduction and efficiency increase is an unavoidable barrier.
the high cost of fuel cell research and development and the high cost of hydrogen use have become an indisputable fact in the industry. zhang huanong told reporters from the southern finance and economics all-media that it would take 300 million yuan to successfully develop each electric reactor model. the cost of hydrogen for one day of test life is 50000 yuan, and the cost of 20000 hours of test is about 70 million yuan. it is in the process of thorough design and finalization, and then batch production and sampling inspection. you can't fail once. if you fail, you will have to start over.
according to the white paper issued by shenzhen hydrogen and fuel association, the supply chain, product economy and market competitiveness of shenzhen hydrogen industry are weak at present. it is necessary to focus on the key technology breakthroughs of hydrogen energy application, accelerate the industrialization and cost reduction of electrolytic water hydrogen production, large-scale hydrogen transportation and downstream products, and promote the construction process of hydrogen refueling stations to solve the problem of high overall cost of hydrogen energy industry.
with the implementation of mass production, the overall cost is expected to be flat. in may last year, xiongtao hydrogerui a1 stack was sold at an ultra-low price limit of 999 yuan/kw, breaking the price line of 1000 yuan. chen hong, vice president of xiongtao, said that the hydrogen consumption of xiongtao's new generation engine is lower than the industry average, and it is expected to drop by another 30% in the next 2-3 years.
according to the data provided by orange, in 2022, the price of fuel cell system and stack will decrease by 30%, and the price of core components and materials such as proton exchange membrane, diffusion layer, membrane electrode, catalyst, bipolar plate, air compressor, hydrogen cycle system will decrease by 10% to 40%.
the most upstream hydrogen production link, the alkaline electrolytic water technology route has been mature. at present, the two integrated hydrogen production and hydrogenation stations built by kaihaoda are alkaline electrolytic water hydrogen production.
in addition, shenzhen has relevant scientific research technologies and enterprises to carry out research and demonstration of proton exchange membrane electrolyzed water, alkaline solid anion exchange membrane electrolyzed water, solid oxide electrolyzed water and other related technologies.
according to sang maohua, deputy general manager of shenzhen wenshi hydrogen technology co., ltd., the company will release a new domestic aem (alkaline solid anion exchange membrane) electrolytic cell in the near future. aem avoids using noble metal catalysts, and the unit stack cost is much lower than pem.
however, compared with hydrogen production from coal and natural gas, the cost of green hydrogen is still high at this stage. it is estimated that the current external terminal cost of centralized hydrogen production is 55.6-57 yuan/kg, which is far from 14.27-21.04 yuan/kg of coal hydrogen production. the cost of hydrogen production and hydrogenation integrated station is about 30 yuan/kg, which is close to that of hydrogen production from fossil energy.
it can be found that the cost of green hydrogen is still difficult to reach the tolerable price of hydrogen under the traffic scenario, and policy subsidies play an important role in promoting the development of hydrogen energy industry in promoting the reduction of hydrogen production cost and the reduction of hydrogen terminal price.
it is worth noting that in september 2022, the shenzhen development and reform commission replied to the above plan, saying that shenzhen would study the operation subsidy support for the hydrogen supply capacity of hydrogen refueling stations
the popularity of the new energy vehicle industry has continued, driving a significant increase in the number of power batteries installed. the popularity of the lithium battery sector remains high, and the industrial chain has set off a boom in investment and production expansion.
the popularity of the new energy vehicle industry has continued, driving the substantial growth of power battery loading, and the popularity of the lithium battery sector remains high. the industrial chain has set off an upsurge of investment and production expansion.
a few days ago, the china automotive power battery industry innovation alliance released the monthly data of power battery for january 2023. some new situations deserve attention.