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The 2019 hydrogen energy industry development and innovation summit was held in jinan, capital of east China's shandong province, Sept. 22, 2018.


"At present, the global fuel cell vehicle has entered the market demonstration stage and is expected to enter the industrialization development stage around 2020."


At the theme conference, Chen qingtai, President of the China association of 100 electric vehicles, pointed out that from a global perspective, fuel cell vehicles will soon enter the stage of industrialization.


Fuel cell vehicle development is expected


The United States, Japan, the European Union and other major countries have incorporated fuel cell vehicles into the overall planning of national and regional development strategies, promoted the construction of supporting facilities, established special research and development, demonstration and promotion, and formulated various policies to seize the opportunity.


Japan, for example, plans to roll out 40,000 fuel-cell vehicles by 2020 and build 160 refueling stations.


Germany plans to roll out 100,000 cars and build 400 refueling stations by 2030.


Generally speaking, the global fuel cell vehicle has entered the market demonstration stage and is expected to enter the industrialization development stage around 2020.


China is the world's largest automobile production base and sales market. Facing the most important revolution in the automobile industry in the past 100 years, we should also take the bus on fuel cells, otherwise we will miss the strategic opportunity to become a great power of automobiles.


In recent years, relevant ministries and commissions in China have issued policies to vigorously support the development of fuel cell vehicles. By 2020, it is necessary to realize the demonstration application of 5,000 vehicles in the public service field in specific regions and build 100 refueling stations.


By 2025, 50,000 units will be put into use, and 300 hydrogenation stations will be built.


2030 millions of commercial application of fuel cell car, build 1000 filling stations, fuel cell development plans have been set in Shanghai, guangdong, hubei, etc have set up the hydrogen and fuel cell vehicles industry cluster, boosting infrastructure construction, the formation of industrial clusters, to carry out the demonstration of a certain scale application, specially it is important to note that some of the big energy companies in China to start, they will bring new thinking, a strong technology and capital, and form a new power.


There is also a need to strengthen top-level design and coordination of fuel cell vehicles.


Enterprises and some cities have high enthusiasm for fuel cell vehicles, but its industrial chain is very long, and many of them have gone beyond the scope covered by the traditional automobile industry chain. The infrastructure cannot be built by enterprises alone, and the improvement and formulation of standard regulations are beyond the power of enterprises.


Therefore, it is necessary for the government and enterprises to work together to formulate a more feasible overall plan and promote it in a coordinated manner.


For example, we should strengthen the planning and construction of infrastructure, increase investment in technological research and development, break through some difficult technologies and spare parts, focus on solving the problem of hydrogen energy storage and transportation, learn from international experience, and improve regulations and standards.


Energy storage battery and fuel cell vehicle complementary development


If China's energy storage battery electric vehicle is not fully established at present, the industry is still in the process of subsidy policy transformation, still facing great challenges, and at this time is facing fuel cell vehicle competition.


Chen qingtai pointed out that some car companies are very tangled in the two technology paths, at a loss.


In view of the current development trend, there are several judgments as follows: first, in the medium and long term, these two technical routes have their own advantages and complementary relations, and their advantages and disadvantages in different scenarios, rather than simple substitution relations.


Second, both from the technical maturity, infrastructure, industrialization development in different stages, the T stage development situation, energy storage battery electric vehicle industry chain has been mature, infrastructure is the basic form, the cost of production began to approach the market acceptable level, on the whole has entered the phase of large-scale industrialization, and fuel cell vehicles, begin to enter production and application demonstration phase, the industrial chain weak link in the production cost is higher, infrastructure construction, large-scale industrialization and a distance.


Third, from the known to the world's major countries and major automobile company strategic layout, prior to 2030, passenger car development main body is still the energy storage battery electric vehicles, energy storage battery car platform by 2030 big company production capacity will reach millions of vehicles, or even millions of vehicles, and fuel cell car is still for tens of thousands, or hundreds of thousands.


Therefore, it is necessary to correctly guide the rational allocation of effective resources, realize t-level development, and prevent one from losing the other.


Around 2020, China's electric vehicles will face a severe test due to the decline of the auto market, the withdrawal of subsidies and the massive influx of foreign investment.


In the first half of this year, the national new energy automobile enterprise production no more than 50% of the annual plan, the enterprise profit, a big drop in battery and the enterprises is undergoing the ebb tide, stick to the two technical routes, many automakers have overwhelmed, so for many automobile enterprises, the main force will focus on the energy storage battery electric vehicle competition enhancement.


In recent ten years, China's new energy vehicles have made remarkable achievements, but they have not won the unshakable factors. How to ensure that China's electric vehicles can smoothly go through the policy transition period, without the result of early and late production, which is a test for both enterprises and the government.


It should send a clear signal to enterprises and society that both technology routes are national strategies and complementary rather than alternative.


At present, should increase the fuel cell and related technology research and development, lay the foundation for the subsequent hair force, but the power of industrialization, the focus will be on the energy storage battery technology route, to welcome the upcoming comprehensive competition and challenge, enterprise and government hold on to then, focus and energy storage battery car enterprise's market competitiveness.


Strengthen cross-border cooperation by promoting market forces under the guidance of the government.


For electric cars is a mechanical product, but it is also an electrician products, is also an electrochemical products, and the Internet is an electronic products, most of the technology and software and hardware is not covered with traditional car companies industrial chain, the need for large span to enter, share the big cake 10 trillion output value, in this sense, the future main business into the crossover, and in the crossover.


Domestic automobile enterprises have entered the stage of restructuring and restructuring. The government should encourage and support the combination of restructuring to build high-level large-scale electric platform and intelligent structure platform to meet the challenges of global competition.


The ability and level of ride-sharing should also be consolidated and improved, as it is not only the largest single buyer of electric cars of the future, but also a focus of future competition.

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