Hydrogen energy is a green and efficient secondary energy source, which can meet the requirements of resources, environment and sustainable development at the same time, and is known as the most ideal clean energy in the 21st century. With the advancement of the Paris Climate Agreement, the development of hydrogen energy has become the consensus of major economies around the world, and the European Union, Japan, South Korea, etc. have introduced corresponding policies to make hydrogen energy the main battlefield of energy competition and the key path to achieve carbon emission targets.
In recent years, China has vigorously promoted the development of the hydrogen energy industry. At present, China has initially formed seven hydrogen energy industry clusters in Beijing-Tianjin-Hebei, Yangtze River Delta, Pearl River Delta, Central China, Northwest China, Southwest and Northeast China, with nearly 4,000 vehicles of various types operating in the demonstration operation area, and the scale of production, marketing and commercial demonstration application of fuel cell commercial vehicles ranks among the top in the world.
Weichai Power(000338)
Its new energy business has realized the comprehensive layout and industrialization of fuel cell, hybrid and pure electric powertrain products. Develop a variety of fuel cell engines from 50kW to 140kW, with an efficiency of 62% and a life of more than 20,000 hours, reaching the industry-leading level, achieving batch matching, and a fuel cell system and parts factory with 10,000 sets of production capacity was completed and put into operation. In 2020, the R&D personnel were 5485 people, and the R&D investment was 82.94 million yuan, accounting for 4.2% of the revenue.
Weichai's rapid development has been fully affirmed by all sectors of society, and has won the honorary titles of "Independent Innovation Typical Enterprise" and "National Innovative Enterprise", and Weichai Power's "Key Technologies and Applications of Heavy Commercial Vehicle Powertrain" project won the first prize of the National Science and Technology Progress Award in 2018.
Weichai Power's research and development in the field of fuel cells mainly relies on The Ballard Company in Canada, and its core technology of the stack also comes from this, and its localization development is mainly concentrated in supporting facilities, such as air compressors and supporting assemblies.
In addition, Weichai Power signed a strategic cooperation agreement with Ceres Power Holdings Co., Ltd. (Ceres Power) in the United Kingdom in May 2018 to carry out comprehensive cooperation in the field of solid oxide fuel cells, and officially raised 13 billion yuan for the development and production of solid oxide fuel cells in January 2021. In this cooperation, Weichai Power mainly provides battery control, start-up, cooling, heat recovery and other directions, and its patents do not involve the core stack, and its related patents have 4.
Comments: Weichai Power's current technology integrates the top foreign fuel cell companies in the field of ballard, Bosch and Syris, plus domestic subsidiaries, its research and development capabilities are very strong, and it belongs to the strongest echelon of innovation ability in the domestic fuel cell field.
Houpu Shares (300471)
Houpu Clean Energy Co., Ltd. was established on January 7, 2005, is a clean energy overall solution service provider. In 2019, it was rated as the most innovative enterprise in China's new energy industry, and in February 2021, it was awarded the title of China's new energy industry innovation base. Its R & D team of more than 300 people, with 373 authorized patents.
The main research and development direction of Houpu co., LTD. focuses on the direction of hydrogenation, including hydrogen refueling stations, hydrogenation equipment and control systems. It has a total of 35 patents for hydrogen energy, including 8 invention patents, 25 utility model patents and 2 designs. Among them, the core patent is the design and control system of hydrogenation equipment.
According to the disclosure of Houpu in September 2020, the company's main business in hydrogen energy business is the research and development, production and integration of complete sets of equipment such as hydrogen refueling equipment and hydrogen refueling stations, which do not involve hydrogen fuel cell business, and the operating income of the company's hydrogen energy business in the first half of 2020 is less than 2% of the company's total operating income.
Comments: The main focus of Houpu shares is still in the traditional liquefied gas filling field, which belongs to the advance layout of the hydrogen energy field, and does not invest too much energy in research and development, and the innovation ability is medium.
Yihuatong(688339)
Yihuatong has formed a vertically integrated product and service system with autonomous hydrogen fuel cell engine as the core, including bipolar plates, stacks, vehicle controllers, intelligent DC/DC, hydrogen systems, test equipment, fuel cell laboratory full solutions, etc. The new generation of hydrogen fuel cell engines based on core independent intellectual property rights has completed the national fuel cell system technology goals ahead of schedule and reached the international advanced level.
With the advantages of products over the years, the company has participated in or undertaken many major fuel cell projects in the national "863 Plan", "973 Plan" and "National Key Research and Development Plan" and the GEF demonstration project of the United Nations Development Programme (UNDP), and participated in the demonstration operation of fuel cell buses in many world-class major activities, taking the lead in establishing an efficient and professional service team.
On March 29, Yihuatong cooperated with Toyota to establish a joint venture of 8 billion yen to develop hydrogen fuel cells, and the stack technology uses toyota mirai series fuel cells, and Yihuatong's technology mainly focuses on gas supply and system integration. It has a total of 168 patents, including 62 invention patents, 97 utility model patents and 9 designs. 6 related core patents.
In addition, Yihuatong and Zhejiang Dongyue signed a strategic cooperation agreement in 2019 to cooperate in the localization and development of proton exchange membranes, but the subsequent landing seems to be affected, and no further news has been released.
Comments: The cooperation between Yihuatong and Toyota has just begun, and how much technology can be found from Toyota will directly determine the position of Yihuatong in the field of fuel cells in ten years. At present, in the most critical stack technology of fuel cells, Yihuatong still lacks its own patents, and in the surrounding gas supply, management systems, etc., Yihuatong belongs to the forefront of the industry. The overall innovation ability belongs to the middle and upper.
Meijin Energy (000723)
Shanxi Meijin Energy Co., Ltd. was established in 1992, mainly engaged in the field of coal industry. Its hydrogen energy business layout was first seen in September 2017, the announcement said that it intends to invest 100 million yuan in its own funds to set up a Meijin hydrogen source, responsible for the introduction, development and commercialization of mature projects in the hydrogen energy industry chain such as hydrogen production, hydrogen refueling stations, storage and transportation equipment, fuel cells, fuel cell vehicles, distributed energy and other hydrogen energy industry chain.
Meijin Energy's hydrogen energy research and development mainly relies on its subsidiaries such as Feichi Automobile (now renamed Feichi Technology), Hongji Chuangneng and partners such as Jiahua Lidao, and successfully launched the first fuel cell city bus in 2016, and in recent years, several new models have been launched for solid-state hydrogen storage fuel cell vehicles.
In terms of research and development, it has a strong strength, and has obtained the first batch of domestic hydrogen energy vehicle qualifications; the first domestic vehicle enterprise to export hydrogen energy vehicles; the first domestic independent research and development of hydrogen fuel heavy trucks; the first domestic hydrogen energy heavy truck project put into trial operation; the first set of domestic hydrogen energy vehicle maintenance system standards established; the world's first solid-state hydrogen storage fuel cell bus and other honors.
Comments: Meijin Energy's industrial layout is for the whole industry chain, relying on Meijin Energy Jinzhong New Energy Project, the upstream is the use of coke production capacity by-product coke oven gas extraction hydrogen as automotive fuel, the midstream is based on Hongji Chuangneng's fuel cell membrane electrode and stack technology, the downstream is Feichi Technology's car manufacturing and group-invested hydrogen refueling station business.
However, according to the proportion of funds set for fundraising in April 2020, the total amount of funds raised is 6.6 billion yuan, and the allocation of hydrogen energy projects is 600 million yuan, accounting for about 9% of the total funds, which also shows that the overall attention of hydrogen energy projects in Meijin Energy is not particularly high. Overall, its innovation ability is high and belongs to the first echelon.
Snowman Shares (002639)
Fujian Snowman Co., Ltd. was founded in March 2000 with a registered capital of 670 million yuan. It is a high-tech enterprise with compressor as the core industry, integrating waste heat recovery power generation, new energy, industrial and commercial refrigeration and its complete sets of refrigeration systems.
The layout of Snowman in the field of fuel cells mainly comes from two aspects, one is to improve according to its own compressor, develop and produce air compressors suitable for fuel cells, and the other is to subscribe to 17.6% of the equity of Canadian Hydrogenics and cooperate in the development of fuel cell stacks, water electrolysis hydrogen production and hydrogen refueling station related technologies.
Snowman has two patents in the field of air compressors, 1 invention patent and 1 utility model patent. In terms of stack, hydrogen production and hydrogen refueling station technology, it is the technology of shared Hydrogens, which involves 112 patents, including 92 Canadian patents, 19 US patents and 1 European patent. Its core patents total 5.
Comments: Snowman shares belong to the cross-border into the field of hydrogen energy, its entry point is also its core technology direction is in the research and development of air compressors, and the acquisition of Hydrogens shares is also through this way to obtain electrolyzed water hydrogen production technology and stack production technology, but its self-research is relatively small.
And according to the answer of the secretary of the board of directors to investors on April 20, 2020, the hydrogen energy layout of Snowman shares is only idle, and the overall research and development attention is not high. The overall technological innovation capacity belongs to the middle and lower reaches of the level.
Hongda Xingye (002002)
As a leading enterprise of chlor-alkali hydrogen production, Hongda Xingye is an enterprise with 70 years of chlor-alkali production history, and in 2016, it established Inner Mongolia Hongda Hydrogen Energy and New Materials Research Institute Co., Ltd., vigorously developing chlor-alkali hydrogen production, mainly engaged in the comprehensive application of hydrogen, rare earth hydrogen storage technology, hydrogen storage equipment research, development and application and other businesses.
In recent years, Hongda Xingye and Beijing Aerospace Test Technology Research Institute, Japan's Asahi Kasei Co., Ltd., Air Liquide France and other related institutions have gradually established strategic partnerships, through the introduction of advanced technology and equipment at home and abroad, in the chlor-alkali hydrogen industry continues to consolidate the leading position, the formation of liquid hydrogen, high purity hydrogen, ultra-pure hydrogen and other hydrogen full format production capacity, the purity of which can reach more than 99.9999%, and in April last year Hongda Xingye in Inner Mongolia Wuhai City investment and construction of China's first civil liquid hydrogen production line.
In January 2020, Hongda Xingye successfully entered the Nakatan Mining production base with an annual output of 400,000 tons of large-scale electrolysis device purchased from Asahi Kasei Co., Ltd. in Japan, and planned to build a hydrogen energy project with an annual output of 50,000 tons to increase hydrogen energy production capacity.
Hongda Xingye and Hongda hydrogen energy for the depth of technology research and development is not much, mainly relying on the chlor-alkali process of Hongda Xingye, involved in the field of hydrogen production, the goal is mainly chlor-alkali hydrogen production and liquid hydrogen direction, currently only 1 domestic invention patent.
Comments: The layout of Hongda Xingye in the field of hydrogen energy is only in the tentative stage, and its products have not yet appeared in hydrogen energy-related products, and should still be in the stage of equipment debugging and process exploration, its overall research and development progress is relatively slow, and its innovation ability belongs to the middle and lower reaches.
Xiongtao Shares (002733)
The main layout of Xiongtao in the field of hydrogen energy is Xiongtao Hydrogen Xiong, which was established in December 2017 and currently has a research and development team of 200 people, and has jointly established an industry-university-research integration route with Tongji University, South China University of Technology, Taiyuan University of Technology and Wuhan University of Technology. The earliest launch of hydrogen fuel heavy trucks, relying on the "ten cities and 1000 vehicles" policy, in Datong, Wuhan, Jingmen, Foshan a total of 135 hydrogen energy buses as a demonstration line, in Yangquan put 5 hydrogen fuel heavy trucks, in Shanghai put on 100 logistics vehicles.
In 2019, Xiongtao co., Ltd. had fuel cell revenue of 17.9975 million yuan, accounting for 2.83% of the total revenue, and invested 995 million yuan at the end of the same year for the development of fuel cell power systems and the mass production of fuel cell engines, with an annual production capacity of about 400 units. And in December 2020, the Shenzhen Hydrogen Rui A1 generation fuel cell stack was released, using graphite bipolar plates, rated at 42-84kW, and with a volume power density of 3.5kW/L.
Xiongtao Hydrogen has applied for a total of 50 patents in hydrogen energy, including 18 invention patents, 22 utility models, 9 designs and 1 international patent. Mainly concentrated in the field of fuel cell engines and fuel cell stacks. Its core patents total 6.
Comments: The research and development of Xiongtao Hydrogen Xiong is more through the research and development method of industry,study and research integration, through cooperative development with universities and research institutes, and more is to borrow the technical reserves of these universities and research institutes for further development, so as to avoid the emergence of "ungrounded" innovation in colleges and universities, and its innovation ability belongs to the second echelon of the middle and upper reaches.
Full Diesel Power (600218)
In October 2017, Anhui Yuanjun Hydrogen Energy Research Institute Co., Ltd., a subsidiary of Quanchai Power, was established to focus on the research and development, production and sales of new materials, membrane electrodes, stacks and systems for hydrogen fuel cells.
The research team of Quanchai Power is mainly derived from the Li Haibin team of Shanghai Jiao Tong University and the Chen Jun team of Nankai University, of which Li Haibin is an associate researcher of the Fuel Cell Research Institute of Shanghai Jiao Tong University and a member of the Japanese Electrochemical Society, and has long been committed to the synthesis of nano-membrane electrolytes and the preparation of new thin-film fuel cells.
In 2003, Li Haibin successfully developed the first fuel cell using a nano-thick glass electrolyte film. In 2005, Li Haibin successfully developed a new technology for the preparation of high-proton conductive glass electrolyte films by low-temperature plasma treatment at the Riken Institute of Chemistry. Chen Jun is the dean of the School of Chemistry of Nankai University, the deputy director of the Hydrogen Energy Committee of the China Renewable Energy Society, and was elected as an academician of the Chinese Academy of Sciences in 2017, mainly engaged in inorganic materials and energy chemistry and high-energy battery research.
In the research and development results of Yuanjun Hydrogen Energy, only 4 are related to fuel cells, and the basic core technologies involved belong to non-core technologies such as plates and MEA assembly processes. Li Haibin's team has 23 patents in the field of fuel cells, including 3 core patents. Chen Jun's team has 10 patents in the field of fuel cells, including 3 core patents.
Comments: Hydrogen energy and fuel cell research started relatively early, but has not been industrialized, are concentrated in the Hands of the Chinese Academy of Sciences and the top ten 985 colleges, of which Shanghai Jiao Tong University is the first to set up a fuel cell research institute, the combination of All Diesel Power and Shanghai Jiaotong University and Nankai University is also for these technologies, Full Diesel Power in 2019 came up with 15kw and 40kw fuel cell stacks, it is not difficult to imagine that the technology must come from universities and research institutes, However, how to transform these technologies into products acceptable to the market, All Diesel Power also needs to deepen innovation.
Chongqing Gas(600917)
On April 13, 2019, Chongqing Geo-University Industrial Technology Research Institute Co., Ltd. (hereinafter referred to as "Geo-University Industrial Research Institute") signed a strategic cooperation agreement with Chongqing Gas Group Co., Ltd. ("Chongqing Gas"). The two parties intend to establish a joint venture company to lay out hydrogen refueling stations in Chongqing to serve the demonstration application of hydrogen energy vehicles and the innovative development of the industry.
Jointly founded by China University of Geosciences (Wuhan), Chongqing Municipal Government and Nan'an District Government, the Institute of Technology and Research of Terrestrial University is making every effort to cultivate the hydrogen energy vehicle industry chain. Through the construction of new hydrogen refueling stations, oil-hydrogen joint construction stations, gas-hydrogen joint construction stations and other forms, the construction of hydrogen, oil, gas and electricity four-station project, and quickly promote the construction layout of hydrogen refueling stations in Chongqing.
The layout of China University of Geosciences in fuel cells mainly focuses on the field of hydrogen production and hydrogen storage, and its core is the direction of hydrogen storage of organic materials, involving 12 related patents and 6 core patents, including 2 international patents.
Comments: Typical government-led R&D projects rely on the government to cooperate with universities to transform R&D achievements. The follow-up innovation ability needs to be strengthened and improved.
ST Lion (002684)
Founded in 2001, Guangdong Mengshi Power Technology Co., Ltd. is a high-tech enterprise in the field of new energy and energy-saving technology based on research and development, production and sales of various types of lead batteries. Its main project is lead-acid batteries.
It has completed more than ten national, provincial and municipal power supply technology scientific research projects, obtained a number of invention patents and core proprietary technologies with independent intellectual property rights, and has been identified as "High-tech Enterprise in Guangdong Province" and "Innovative Pilot Enterprise in Guangdong Province" by the Department of Science and Technology of Guangdong Province and other departments, and has outstanding technological research and development advantages in the industry.
On June 19, 2018, the Cornell University Energy Materials Research Center (China) project jointly built by Lion Technology and cornell university energy materials research center was released at the Shenzhen Bay Overseas Innovation Center in Santa Clara, California, USA, with fuel cells as the research and development direction, while focusing on the introduction of energy materials related scientific research projects.
Comments: Mengshi technology in the field of lithium batteries are making great progress, fuel cells are just a step of idle chess, the specific step of idle chess can have a great effect, but also depends on how the wind of fuel cells blows.
And far gas (002971)
Founded in 2003 and headquartered in Changyang, Heyuan Gases Co., Ltd. is a comprehensive solution provider and operator dedicated to the production and service of various gas products, industrial exhaust gas recycling, and the realization of energy saving and environmental protection effects.
Heyuan gas into the hydrogen energy industry is not unexpected, as one of the leading enterprises in the gas industry, hydrogen production is originally within its business scope, recently revealed that industrial exhaust gas recovery purification high-purity hydrogen technology has been developed, used in the field of fuel cells. However, no relevant patents have been found in the scientific and technological achievements disclosed by it.
Comments: For these leading gas companies, entering the field of hydrogen energy is only an additional customer base, and their own innovation and research and development capabilities will not be particularly affected.
Dongfang Electric(600875)
Dongfang Electric is a large-scale energy equipment manufacturing enterprise. The company has done a very good job in hydropower, thermal power generation, nuclear power generation, gas power generation, wind power generation and solar power generation, and many indicators and parameters of equipment have achieved the first in the world.
Dongfang Electric's layout in the field of hydrogen energy is mainly based on its subsidiary Dongfang Electric (Chengdu) Technology Co., Ltd., which has undertaken 2 863 major projects, 3 national and more than 10 provincial major scientific research projects, has 339 patents, 8 international patents, published 10 SCI papers, and has completely independent intellectual property rights and independent development capabilities covering membrane electrodes, stacks, fuel cell systems and engine powertrains.
Dongfang Electric has built the first skid-mounted hydrogen refueling system in Deyang, and the first set of high-pressure hydrogen storage containers for Sichuan's first hydrogen refueling station independently developed has been successfully completed, and the 60-110kw fuel cell engine has been independently developed, and has passed the national mandatory inspection.
Comments: Dongfang Electric is one of the few self-developed, self-produced, self-marketing one-stop enterprises, its research and development power is national policy-oriented, and its innovation ability and engineering ability belong to the top spot in the field of hydrogen energy.
Outlook and outlook
Pang Guanglian, deputy secretary-general of the China Petroleum and Chemical Industry Federation, said that according to the statistics of the International Hydrogen Energy Commission, the proportion of global hydrogen energy will be close to 10% by 2050, and the utilization of hydrogen energy in 2050 can contribute 20% of the global carbon dioxide emission reduction, and the output value of the hydrogen energy industry chain will exceed 2.5 trillion US dollars. In the next 10-20 years, the global hydrogen energy industry will usher in great changes and a period of major opportunities.
In this environment, the pursuit of innovation ability of enterprises has been improved, and more enterprises have chosen to cooperate with universities or foreign enterprises to completely marketize and localize these technologies through micro-innovation. The hydrogen energy industry will usher in a bright and brilliant future.
Source | Innovator
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