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On the one hand, it is the "persistence" of the company, and on the other hand, it is the clarity of national policy guidance. The application and industrialization of hydrogen fuel power lithium battery has stepped into a period of accelerated development under the dual drive of increasing benefits and increasing production and R&D.
The expensive proton exchange membrane, the use of precious metal platinum as catalyst, and the graphite bipolar plate with complex process lead to the "high price hover" of the cost and price of hydrogen fuel power lithium battery, which hinders the commercialization process of hydrogen fuel power lithium battery.
During the Davos Forum, 13 companies, including Toyota and BMW, jointly announced the establishment of the "Hydrogen Energy Association" to accelerate the application and promotion of fuel power lithium battery technology.
The development of hydrogen fuel powered lithium battery vehicles has not only good environmental and social effects, but also good economic benefits. With the acceleration of commercial use of fuel powered lithium battery vehicles, the industrialization of domestic hydrogen fuel powered lithium battery ushers in the dawn.
Clear policy guidance
The hydrogen fuel powered lithium battery uses the chemical reaction of hydrogen and oxygen to supply electric energy for the vehicle. The hydrogen fuel powered lithium battery vehicle has more sustainable power, higher energy efficiency, stronger endurance and can achieve zero carbon emissions. It is more convenient to fill the battery with fuel in 3-5 minutes.
Whether it is hydrogen fuel power lithium battery or its important application object hydrogen fuel power lithium battery vehicle, the national policy is very awesome. The national subsidies for hydrogen fuel powered lithium battery vehicles in the next few years are: 500000 yuan for fuel powered lithium battery buses, 500000 yuan for fuel powered lithium battery medium and heavy logistics vehicles, 300000 yuan for fuel powered lithium battery light logistics vehicles, and 200000 yuan for fuel powered lithium battery cars. The amount of subsidies will not decline within five years.
At present, local governments have also introduced corresponding subsidy policies. In most places, the subsidy for fuel powered lithium battery vehicles is maintained at a rate of 1:1 with the national subsidy. In terms of the construction of hydrogen refueling stations, it is tempting to award 4 million yuan for each new fuel powered lithium battery vehicle hydrogen refueling station that meets the national technical standards and has a daily hydrogen refueling capacity of not less than 200 kg.
At the same time, the "13th Five Year Plan" also clearly proposes the industrialization of fuel powered lithium battery vehicles. By 2020, the mass production and large-scale demonstration application of fuel powered lithium battery vehicles will be realized, and the fuel powered lithium battery will turn from the "research and development, demonstration and application" stage to the "industrialization" stage. This plan may be the starting point of hydrogen fuel industrialization.
The company is very "persistent"
On the one hand, the national policy orientation is gradually clarified, and on the other hand, the company's "perseverance". Who will become the leading force?
In the hydrogen fuel power lithium battery industry chain, some upstream fuel power lithium battery fields include: Furui Hydrogen Energy and Huachang Chemical, which supply hydrogen, Shenli Technology, which develops battery technology and electrolytes, Sanaifu and Juhua Shares, and Guiyan Platinum, the pioneer of catalysts.
Furui Hydrogen Energy supplies hydrogen energy infrastructure related technologies, equipment and one-stop solutions to promote the promotion of hydrogen energy infrastructure and the industrialization of fuel powered lithium battery vehicles. Shenli Technology is a leader in the research, development and industrialization of domestic fuel power lithium battery technology, aiming at the research, development and industrialization of hydrogen proton exchange membrane fuel power lithium battery technology and all vanadium liquid flow energy storage battery technology. Snowman has the first mover advantage of the core technology and brand of the fuel powered lithium battery air circulation system, and has core competitiveness in the field of compressors.
In the downstream, SAIC Motor Corporation, Foton Motor, Jinlong Motor, Zhongzhi Motor, etc. are important in the layout of hydrogen fuel vehicles.
Foton Motor took the lead in opening the commercial operation of hydrogen powered electric buses, and signed a sales contract for 100 8.5m hydrogen powered electric buses. It is known as a landmark event of "realizing the industrialization and batch commercial development and operation of hydrogen powered lithium battery electric buses", and is expected to be put into operation in the first half of the year. Nanjing Jinlong cooperates with the Canadian new energy vehicle fuel power lithium battery research and development company to take the lead in the domestic research and development of new energy vehicle hydrogen fuel power lithium battery independent manufacturing technology. Once the mass production of hydrogen fuel power lithium battery is realized, domestic new energy vehicle companies will be able to get rid of dependence on foreign technologies.
To sum up, hydrogen fuel vehicles are no longer the product of laboratories, but new vehicles that can really be used. The industrialization of fuel powered lithium batteries is within reach.
Determine the direction of breakthrough
The high cost and the inadequate construction of supporting facilities are the main reasons hindering the industrialization of hydrogen fuel power lithium battery.
In terms of the cost of hydrogen fuel power lithium battery, the cost of bipolar plate accounts for a considerable proportion. The cost of using artificial graphite as the bipolar plate of proton exchange membrane fuel power lithium battery even reaches 60% to 70% of the total cost of fuel power lithium battery. For bipolar plate processing, graphite bipolar plate is the most widely used bipolar plate, which is expensive and takes a long time to process, so it is difficult to produce in large quantities. Therefore, it is necessary to seek a processing method with low operation cost and easy mass production to reduce the cost of fuel power lithium battery.
In terms of supporting facilities construction, there are 28 fuel powered lithium battery buses in operation in China and 3 hydrogen refueling stations in use, some of which are in the demonstration stage. Pan Mu, a professor at Wuhan University of Science and Technology, pointed out that the biggest reason for the lack of hydrogen refueling stations is the lack of vehicles. If large automobile factories want to push out vehicles, someone will build hydrogen refueling stations. It can be considered to build a hydrogen refueling station next to the gas station. In the future, as the number of gas stations gradually decreases, the number of hydrogen refueling stations will expand, and finally the gas station will become a hydrogen refueling station.
Yi Baolian, academician of the Chinese Academy of Engineering, said that the cost of hydrogen fuel powered lithium battery vehicles needs to continue to decline, involving large-scale development. Take Toyota's "Future" selling price as an example, which is only a little more expensive than pure electric vehicles after deducting government subsidies equivalent to 280000 yuan, and has seen the dawn of commercialization.
Looking forward to the future, the hydrogen fuel powered lithium battery will play a role of "lifting hydrogen as important as possible" in the economy. The automobile market is divided into three parts: high-power hydrogen fuel powered lithium battery vehicles will travel long distances; Lithium ion electric vehicles run in the suburbs; Hybrid fuel vehicles with a small amount of batteries. This may not be far off.
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