On April 22, Shanghai announced the resumption of work and production. See how the Yangtze River Delta works together to press the restart button. Under the influence of this wave of the epidemic, all walks of life have pressed the pause button. Nearly 70% of the domestic industries have been affected by the epidemic in Shanghai. Among them, the phenomenon of production suspension in the automotive industry is still expanding. According to incomplete statistics, more than 1,000 automobile companies in Shanghai have stopped production and reduced production to varying degrees. China's auto industry has suffered greater impacts such as supply chain difficulties and production and sales shutdowns. Shanghai, as the "heart of China's automobile" and the core of the automotive supply chain, really has a long way to go under this dilemma.
In the past two years, the shortage of chips in the field of new energy and fuel vehicles has been difficult to resolve, and many auto giants have stopped production to varying degrees. The automobile manufacturing industry is the second most mature industry in the country, involving dozens of industries such as steel, machinery, rubber, and sales, accounting for 4% of total GDP. According to relevant statistics, the Yangtze River Delta region accounts for 21.6% of domestic automobile production, and the added value of the automobile industry accounts for 31.2%. The car is a precision instrument composed of thousands of parts, and no industry can produce smoothly, so only the normal order of each link can ensure the smooth completion of automobile production. The epidemic situation is so severe, and Shanghai is also an important industrial base, which has a great impact on the stability of the industrial chain supply chain. The major transport ports with links with Shanghai have come to a standstill. Affected by the epidemic, road transport in the Yangtze River Delta has been blocked, and some enterprises have encountered difficulties in the transportation of production materials. In the face of the problem of resuming work and production in the Yangtze River Delta region, the hydrogen energy automobile industry has sprung up and the market has changed.
At present, the annual hydrogen production output of the mainland is about 33 million tons, of which about 12 million tons meet the industrial hydrogen quality standards, and the hydrogen energy industry has initially mastered the main technologies and production processes such as preparation, storage and transportation, fuel pool and integration, and initially established a relatively complete supply chain and industrial system. And the industrial chain above the scale of industrial enterprises has more than 300, mainly distributed in the Yangtze River Delta, Guangdong-Hong Kong-Macao Greater Bay Area, Beijing-Tianjin-Hebei and other regions, from all aspects of the comprehensive point of view, the Yangtze River Delta region is the leader. Shanghai, Suzhou, Nantong and other cities have many well-known enterprises in key links of the industrial chain from vehicles to upstream hydrogen fuel cells, forming the largest hydrogen fuel cell vehicle industry agglomeration ecosystem in China. The Yangtze River Delta region has a large number of chlor-alkali, ethane cracking, PHD and other industrial by-product hydrogen resources, in the early stage of the development of hydrogen energy, the most economical sources are these. In addition to the abundant by-product hydrogen resources, the strength of the hydrogen energy industry technology in the Yangtze River Delta is also very strong, gathering a large number of hydrogen energy advantage enterprises, ranking leading in China. In addition, the research and development capabilities of Yangtze River Delta technology are also very strong. It has a number of top domestic scientific research institutes, which jointly lay the foundation for scientific research and innovation for the development of hydrogen energy industry in the Yangtze River Delta region.
At present, both vehicle companies and parts companies are actively arranging to resume work and production with policy support. At the Yangtze River Delta Fuel Cell Vehicle Industrialization Development Seminar held at the end of last month, it was also revealed that a new round of hydrogen energy vehicle support policies will be introduced soon, or will involve the entire industrial chain and consolidate the national leading position of Shanghai hydrogen energy vehicles. The "hydrogen wind" that struck has stirred up multiple ripples in the current new energy automobile industry. The transaction of hydrogen energy can also be traded on the exchange in the future, so Shanghai has made a new layout from the aspects of technology, industrial chain layout, and trade transactions. Magic city not only has coffee and wine, but also hardcore manufacturing. This is the capital of China's new energy vehicles, producing 1/6 of China's new energy vehicles in 2021 - 630,000 units, corresponding to an output value of more than 170 billion yuan. The epidemic is shrouded, and the uncertainty of the future is flooding every company and every industry. The same is true of the hydrogen energy vehicle industry that stands on the cusp. After the new crown epidemic, the pace of new energy vehicles replacing fuel vehicles will also accelerate! At present, the domestic known hydrogen energy car companies are: Toyota, BAIC, Yutong, SAIC, Foton Motor, etc., thanks to the advantages of hydrogen energy environmental protection, fast energy replenishment, low cost, coupled with policy support, hydrogen energy vehicles will definitely replace electric vehicles in the future and become mainstream new energy models.
"The spring of successful anti-epidemic will surely come, and the spring of hydrogen fuel cell industry will also come!" It's a persistent rush, and everyone is on their way forward. The development of new energy vehicles is the only way for the mainland to move from a big automobile country to an automobile power, and it is a strategic measure to cope with climate change and promote green development.
Reference sources: Yiou Network (Baidu), National Energy Information Platform (Baidu), Look at the News Knows (NetEase), First Element Network (Baidu), My Car Shop (Baidu), Shanghai Auto News, Phoenix Satellite TV (Baidu Number), New Energy Vehicle News
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