Starting from the bottom of the 6 major hydrogen truck operators

With the expansion of the application of domestic hydrogen fuel cell vehicles, the role of vehicle transportation operation platforms has gradually become prominent.

Hydrogen vehicle operators promote the application of hydrogen vehicles, operate hydrogen vehicle platforms, accumulate hydrogen vehicle operating status data, and reverse guide the research and development of automobile and hydrogen fuel cell technologies by introducing professional teams, which is conducive to the deep integration of technology and downstream application scenarios, and has a huge role in promoting the development of the industry.

Gaogong Hydrogen Electric combing found that many enterprises have laid out in the field of hydrogen vehicle operation, such as hydrogen power technology, Xingshunda, Mizuki Tongda, Shunyida, hydrogen hydrogen, light-travel Internet of Things, etc. Major hydrogen vehicle operators are starting from various models to help the commercial application of hydrogen vehicles.

The background and layout progress of the above 6 major hydrogen vehicle operators are as follows:

>> Hydrogen Power Technology: To build China's largest hydrogen energy bus operation platform

Hydrogen Power Beijing Science and Technology Service Co., Ltd. (hereinafter referred to as "Hydrogen Power Technology") is the first specialized hydrogen energy transportation operation platform under the State Power Investment Corporation, which was registered and established in Yanqing Park, Zhongguancun, Yanqing District, Beijing on July 14, 2021, and is committed to promoting comprehensive services such as hydrogen fuel cell vehicle application technology, hydrogen power vehicle big data services, and hydrogen energy green zero-carbon travel solutions.

The long-term development goal of Hydrogen Power Technology is to build China's largest hydrogen energy bus operation platform and hydrogen energy bus operation data platform, and plans to reach more than 5,000 hydrogen fuel cell vehicles within 5 years.

During the just-concluded Beijing 2022 Winter (Paralympic) Olympic Games, Hydrogen Power Technology invested a total of 200 state power investment hydrogen buses to provide hydrogen energy connection services, demonstrating the strength of China's "intelligent" manufacturing, from Beijing to Yanqing, from Haituoshan to Shougang Industrial Park..... Multiple regional service events went smoothly.

At present, hydrogen power technology has initially formed a situation of headquarters base in Beijing and a nationwide layout, which has three subsidiaries of Shandong Hydrogen Power, Hubei Hydrogen Power and Guangdong Hydrogen Power, which are three major entities facing the Yellow River Basin, Central China and South China.

In the new year, Hydrogen Power Technology plans to face East China, planning to land in Zhejiang Hydrogen Power, and plans to provide hydrogen energy connection services for the 19th Asian Games in Hangzhou in 2022.

>> Shun Yida: a new force in hydrogen vehicle cold chain logistics

Beijing Shunyida Yunli Technology Group Co., Ltd. (hereinafter referred to as "Shunyida") was established in December 2020, and the controlling shareholder is Beijing Zhike Industrial Investment Holding Group Co., Ltd., which is a large state-owned shareholding limited liability company.

As a new force in cold chain logistics driven by digital technology and hydrogen energy vehicles, Shun Yida focuses on the operation of hydrogen energy commercial vehicles and the construction of intelligent transportation platform, as a link chain scene operation, to promote the rapid development of all relevant entities in the hydrogen energy industry.

On March 3, the first batch of 100 Zhi blue hydrogen fuel refrigerated trucks in the country was delivered to Shunyida, and the delivery and operation launch ceremony was held in Beijing Daxing Bailiwei Logistics Park, which is the largest batch of hydrogen energy cold chain logistics vehicles used for commercial operations in the country, the system supplier is Yihuatong, with a rated power of 80.5 kW, and the stack supplier is Shenli Technology.

This time, Shun Yida set a record for the first batch of 100 hydrogen fuel refrigerated vehicles in China, which is the first time in China that the scale is large, and will play a positive role in accelerating the application and promotion of hydrogen fuel cell vehicles nationwide. When cold chain logistics is combined with hydrogen fuel cell vehicles, "cold chain step into the hydrogen era" brings about the economic and social impact of 1+1>2.

>> hydrogen is: hydrogen vehicle application service provider in the field of express logistics

Hydrogen Hydrogen For Automobile Operation (Shenzhen) Co., Ltd. (hereinafter referred to as "Hydrogen Hydrogen") was established in July 2018, and the major shareholder behind it is Fengyang Holdings Co., Ltd. (hereinafter referred to as "Fengyang Holdings"). Fengyang Holdings was founded by Xi Chunyang, one of the founders of Shentong Express and the former chairman of Tiantian Express, which involves smart logistics, financial investment, insurance, environmental protection and energy and other businesses, and has strong channel resources in the field of express logistics.

Positioned as a one-stop solution integrated service provider specializing in the intensive operation of hydrogen fuel cell vehicles, Hydrogen Hydrogen's strategy focuses on the two major systems of hydrogen energy: hydrogen fuel vehicle operation and hydrogen energy supply chain, providing a full range of hydrogen fuel cell vehicle application solutions for major express, logistics, urban distribution and other special vehicle markets. At present, it has reached in-depth cooperation with Dongfeng Motor, Zhongtong Bus, Yutong Bus, Foton Automobile, etc.

On March 7, the Development and Reform Bureau of Foshan Nanhai District issued the "Announcement on the Proposed Issuance of Hydrogen Energy Vehicle Operation Subsidies in Nanhai District of Foshan City", and only Hydrogen Hydrogen, a wholly-owned subsidiary of Hydrogen Hydrogen, was listed as a company of Zhongtong LCK5095XXYFCEVH9C fuel cell van, a total of 390 vehicles, with a subsidy amount of about 20.694 million yuan.

>> Xingshunda: Integrate the development, manufacturing and operation of hydrogen energy buses

Founded in 1999, Beijing Xingshunda Passenger Transport Co., Ltd. (hereinafter referred to as "Xingshunda") is a large-scale private enterprise restructured from the original transportation enterprises under the Transportation Bureau of Daxing District, Beijing, serving the ground public transportation operation in Daxing District, Beijing, and is responsible for the investment, construction and operation management of public transportation infrastructure in the whole district.

In June 2021, Beijing Daxing Development Financial Leasing provided Xingshunda with more than 48 million yuan for the purchase of 50 hydrogen fuel cell buses, which is the first hydrogen energy bus financial leasing project of Daxing Development Leasing Company.

In February this year, Beijing Yuchai Xingshunda New Energy Technology Co., Ltd. (hereinafter referred to as "Yuchai Xingshunda"), a fuel cell system company jointly established by Yuchai Xinlan New Energy Power Technology Co., Ltd., a subsidiary of Guangxi Yuchai Machinery Co., Ltd., and Xingshunda, was registered in Beijing Daxing.

Yuchai Xingshunda will combine the resources of both parties to accelerate the development, manufacture and sales of fuel cell powertrain and core fuel cell powertrain components for the Beijing, Tianjin and Hebei markets.

>> Mizuki Tongda: The world's first hydrogen fuel cell vehicle operator

Founded in September 2017, Beijing Shuimu Tongda Transportation Co., Ltd. (hereinafter referred to as "Mizuki Tongda") is the world's first hydrogen fuel cell vehicle operator, mainly engaged in hydrogen fuel cell bus operation services and hydrogen fuel cell logistics vehicle transportation services, and its second largest shareholder, chairman and general manager Wu Xiaonuo served as the secretary of the board of directors of Yihuatong in 2016.

In May 2018, the company received an angel round of investment from Tsinghua University Industry Fund - Nanning Mizuki Vision, and in January 2020, it received a round of investment from Air Products, a U.S. air chemical group. In November 2021, Mizuki Tongda successfully completed the B round of financing with a financing amount of 50.4 million yuan, jointly participated by BAIC Industry Investment Fund Shenzhen Anpeng Venture Capital Fund Enterprise (Limited Partnership) and Hyundai Motor Co., Ltd., mainly for the purchase of new energy vehicles, expansion of business, expansion of the scale of the operation team, and supplementary working capital.

During the just-concluded Beijing 2022 Winter (Paralympic) Olympic Games, Mizuki Tongda was responsible for the transportation of hydrogen fuel vehicles within the city government guarantee security line in Zhangjiakou Racing Area, dispatching a total of 120 hydrogen fuel cell buses and 387 staff, serving 8,000 people/day.

>> light-haul Internet of Things: Hydrogen heavy-duty truck logistics vehicles have rich experience in operation

Founded in May 2019 by 6 co-founders who have deeply cultivated the hydrogen energy industry ecological chain and have rich experience in Internet operation, LightHaul (Shanghai) Internet of Things Technology Co., Ltd. (hereinafter referred to as "Light Travel Internet of Things") is a company dedicated to the commercial operation of fuel cell vehicles, providing hydrogen energy application solutions, integrating resources to build a hydrogen energy industry ecological chain, and has first launched a fuel cell vehicle life cycle cost management solution.

On November 13, 2020, LightHaul IoT and Beiqi Foton signed a strategic cooperation agreement for 100 sets of Smart Blue Hydrogen Fuel Heavy Trucks; on November 16 of that year, Light Haul IoT signed a cooperation agreement with Valin Xingma and Reshaping Technology for 60 hydrogen fuel cell heavy trucks. By the end of 2020, light-haul IoT has successfully operated more than 700 fuel cell logistics vehicles, accumulating more than 20 million kilometers of operating data and experience.

In August last year, light-haul Internet of Things, together with the Administrative Committee of Tianjin Port Free Trade Zone and the Tianjin Petroleum Branch of Sinopec Sales Co., Ltd., jointly established Sinopec Hydrogen Energy (Tianjin) Co., Ltd., focusing on the demonstration operation of hydrogen fuel cell vehicles and the construction and operation of hydrogen refueling stations, creating a "vehicle-station-scenery" linkage operation model, and providing competitive hydrogen vehicle capacity services for end customers.