"BOP system DCDC and DCAC are the earliest localization products in the fuel cell industry chain, and they are also products with full market-oriented competition." DCDC, DCAC does not have a high technical threshold, pay attention to details, comprehensive excellence is the way to survive and develop. ”
On December 14, at the 2021 Hydrogen And Electric Annual Conference System and BOP Special Session, Ge Bingdong, Chairman and General Manager of Power Source New Energy, delivered a keynote speech on "The Survival and Breakthrough Road of Fuel Cell DCDC Industry".
Power Source New Energy is a holding subsidiary of Beijing Power Source Technology Co., Ltd. (stock abbreviation: Power Source Code: 600405). Power Source is a listed company with 26 years of development history and mastering the key core technologies of power supply products.
Power source new energy entered the fuel cell industry in 2016, and up to now, the hydrogen power series products have shipped a total of 3600 units; the single product has been running for 8,000 hours and the driving mileage has reached 300,000 kilometers; and it has passed the high temperature environment test in Turpan, passed the low temperature environment test in Mohe, and also passed the operation test of the Qinghai-Tibet Plateau at an altitude of 4,000 meters.
Typical application cases of power source new energy hydrogen power series products include: Xichang hydrogen fuel cell bus, Wuhan 240 bus, Foshan bus, Jinhua bus operation, Tangshan Steel Plant hydrogen fuel 49 tons heavy truck, Foton Omarco logistics vehicle, Liaocheng logistics vehicle, etc. Its DCDC-adapted hydrogen energy bus will also serve the 2022 Winter Olympics, contributing to the realization of the goals of the Green Olympics and the Winter Olympics of Science and Technology.
In overseas markets, power source new energy 36kW isolated DCDC has been successfully equipped for The French Renault logistics vehicle and the American Plug Power. The company's 150kW isolated DCDC products have also been used on hydrogen-powered rail cars in the UK.
For the above achievements of power source new energy, Ge Bingdong concluded that DCDC and DCAC do not have high technical thresholds, pay attention to details, and comprehensive excellence is the way to survive and develop.
"In this line of want to make products, make prototypes is not difficult, but want to do it is not easy, especially in accordance with the standards of industrialization is not easy to do well, the need for enterprises from technology to verification means, to manufacturing, to supply chain, to quality management, to after-sales support, all aspects to do the best in order to do this product to achieve industrialization, in order to do the best." He explained further.
According to him, based on the parent company's 26 years of experience in focusing on the research and development and application of power electronic technology, Power Source New Energy has realized hundreds of patented technological innovations, comprehensively adopting advanced power conversion topology design, high power density and low loss harmonic control technology, resonant soft switching technology and efficient thermal design process, etc., to create a fuel-fired boost DCDC converter, high-speed motor controller, vehicle power supply OBC, DCDC and other efficient power conversion technology platforms and a variety of products with technical advantages.
The company has also built a functional platform integrating power and electromechanical product testing, device testing, reliability testing and analysis, failure analysis, including climatic environmental reliability laboratory, mechanical environment reliability laboratory, IP protection level testing laboratory, lightning protection laboratory and other reliability professional laboratory construction; EMC laboratory.
For the current fierce competition of hydrogen power products such as DCDC, Ge Bingdong believes that doing a full product series, implementing a modular product portfolio, being close to the needs of end customers, and creating value for end customers is the only rule to enhance product competitiveness. "After several years of preparation, the BOP system function module is basically complete, including the isolated converter module, the electric heating module, the air compressor control module, the stack impedance detection module, and the insulation monitoring module." He said.
Power source new energy has also launched a new generation of high-density modular DCF, the module is more suitable for large-scale production, high reliability, low cost; can cover a wider range of power; more suitable for customized development, to meet the needs of different customers, short development cycle. This year, the company also launched a two-in-one controller that integrates an air compressor controller and a hydrogen pump controller, with a maximum sustained current of 70Arms and a maximum electrical frequency of 2500HZ, which can help customers reduce costs and increase efficiency of fuel cell systems.
For the existing common pain points in the industry, Ge Bingdong said that the biggest pain point is that the industry has not risen, and the competition has been fierce. What should businesses do?
In the speech, Ge Bingdong supported the move: expand the application of the industry, improve the added value of the industry, and enhance the weight of survival. At present, power source new energy is relying on power electronics technology, vertically integrating products and expanding business horizontally.
"We are not only targeting the fuel cell industry, but also expanding our business in other aspects, including ship applications, hydrogen power generation, stationary power generation, rail transit, SOFC natural gas high-temperature distributed generation, construction machinery, etc., so that before the market scale rises, we can make products more vital."
He also suggested that companies adhere to the strategy of product differentiation, rather than crowding on a track, so that the market can bloom, and everyone may live better. He took the isolated DCDC of power source new energy as an example, "Power source new energy is the earliest enterprise in China to supply isolated DCDC products in batches, and most of the domestic products are now non-isolated products." In fact, we have both non-isolated and isolated products. We predict that domestic isolation products will develop, and we have made preliminary preparations in this regard. ”
Finally, for the problem of cost reduction that the industry is generally concerned about, Ge Bingdong pointed out that cost reduction and efficiency improvement is the only way for industrialization. Power source new energy is reducing costs through optimized configuration schemes; cost reduction through industrial scale; and cost reduction through details, so as to achieve comprehensive excellence. The target of power source new energy is to reduce costs by 5%-10% per year, and to achieve cost reductions of 30%-40% by 2025.