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the "hydrogen energy" industrial chain stood on the eve of the outbreak, and shenzhen needed "hydrogen stations" in addition to charging piles-凯发官方网站

addtime:2023-02-15    author:xinyuren    hits:241

china energy storage news: "we should seize this great opportunity that china's hydrogen industry chain has been initially completed." gan yong, an academician of the cae member and former vice president of the chinese academy of engineering, said earlier that under the guidance of the medium and long-term planning for the development of the hydrogen industry, the hydrogen industry will be developed in a healthy and orderly way.
the development and utilization of hydrogen energy has achieved rapid development in the world, and china's hydrogen energy industry has also ushered in opportunities. among them, shenzhen is currently in the lead in the layout of hydrogen energy industry. according to the data, as of december 2022, shenzhen has registered nearly 800 hydrogen fuel cell vehicles.
in february 2023, the southern finance and economics all-media reporter visited and investigated the companies related to the shenzhen hydrogen energy industry chain, trying to solve the code gene and the "pain point" of the development of shenzhen hydrogen energy industry chain.
when it comes to the development of hydrogen energy industry, "on the surface, it seems to be hot and hot, but in fact, it is cold and warm." a shenzhen hydrogen energy practitioner told the southern finance and economics all-media reporter.
on the one hand, shenzhen's hydrogen energy industry chain has begun to take shape. shenzhen gas, tsinghua university, xi'an jiaotong university and other ten units have carried out scientific research on hydrogen blending in natural gas pipelines, aiming to achieve large-scale commercial application within three years; commercial vehicles supporting fuel cells such as xiongtao and xiongxiong have been put into operation throughout the country; take the lead of enterprises such as general hydrogen energy, changying precision, beiteri research institute, etc., and accelerate the localization and industrialization of key materials and technologies in the core "neck" fields such as gas diffusion layer, proton exchange membrane, membrane electrode, etc.
on the other hand, some people in the hydrogen industry said that at present, no hydrogen refueling station in shenzhen has obtained the qualification for external operation. its registered hydrogen fuel vehicles are mainly operated in guangzhou, zhongshan and other regions with hydrogen supply and refueling capacity, and a small number of them are port tractors.
shenzhen attaches great importance to hydrogen energy. in june 2022, shenzhen issued the "20 8" industrial development policy. among them, hydrogen energy, as an important part of the new energy industry cluster in the 20 strategic emerging industry clusters, will focus on the deployment of hydrogen energy industry cultivation projects.
in july last year, the shenzhen action plan for the innovation and development of the hydrogen energy industry (2022-2025) (draft for comments) was released. shenzhen will successfully participate in the demonstration and application of fuel cell vehicles in guangdong as a core city in tackling key core technologies of hydrogen energy, building an advanced manufacturing cluster of hydrogen energy industry, and building a multi-scenario application demonstration base of hydrogen energy.
with the enthusiasm of the international community for the hydrogen industry in a wide range, dozens of regions such as shanghai, shandong, guangzhou, rugao, foshan, wuhan, zhangjiakou and zhangjiagang have successively issued plans and support policies to promote the development of the hydrogen industry. the development clusters of the hydrogen industry such as beijing-tianjin-hebei, the yangtze river delta and the pearl river delta have initially formed, striving to seize the opportunity of industrial development. among them, after years of development, shenzhen, as the gathering highland of high-tech manufacturing industry, is currently in the lead in the layout of hydrogen energy industry.
looking forward to the future, with the technological iteration, the cost of hydrogen production from electrolytic water from green energy is decreasing, and it is expected to achieve parity with fossil energy in the future; in hydrogen storage technology, the localization process of carbon fiber and other raw materials for hydrogen storage bottles has accelerated; the consumption of heavy metal platinum in fuel cell stack is reduced, the cost is greatly reduced, and the commercialization is expected.
140 enterprises gathered to build the hydrogen energy industry chain.
"at the beginning, making fuel cells is furtive. everyone is making lithium batteries. only 'fools' can make fuel cells." when a reporter from the southern finance and economics all-media visited and investigated the hydrogen energy industry chain, as the first group of enterprises in china to enter the hydrogen energy industry chain, xiongtao shares, the chairman of the company, zhang huanong, laughed at himself.
today, "even if only 15% of the energy in a city comes from hydrogen energy, the carbon dioxide emissions will immediately drop," gan yong said.
after years of development, shenzhen, as the gathering highland of high-tech manufacturing industry, is currently in the lead in the layout of hydrogen energy industry. according to the statistics of shenzhen hydrogen energy and fuel association, shenzhen has gathered more than 140 enterprises, scientific research institutions, industrial organizations and relevant scientific and technological innovation platforms related to the hydrogen energy industry, and has a complete chain covering key core parts and high-end manufacturing links such as complete vehicles, systems, stacks, catalysts, carbon paper, etc. among them, there are a number of listed companies, including changying precision, xiongtao shares, xinrui technology, cgn, cimc enrico, etc.
in fact, zhang huanong has paid for many years and gradually gained achievements. at present, many products of xiongtao co., ltd. are in mass production. by october 2022, 406 hydrogen fuel vehicles have been put into operation. at present, these vehicles have accumulated more than 13 million kilometers.
according to the survey conducted by southern finance and economics all-media reporters, shenzhen's hydrogen energy-related enterprises are mainly distributed in nanshan district, bao'an district, longhua district and longgang district.

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

author: reporter lin dianchi source: china energy storage network of southern finance and economics
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