The vigorous development of the hydrogen energy industry requires the joint efforts of the policy level and the economic level, and Beijing, as the political center and the economic center of Shanghai, will undoubtedly become the focus of industrial competition.
With the release of the list of two batches of fuel cell vehicle demonstration city clusters in the country, the fuel cell demonstration work in various places has opened the acceleration mode, and the declaration work in Beijing and Shanghai has been officially implemented.
As the vanguard of the hydrogen energy and fuel cell industry, the demonstration of Beijing and Shanghai is of great significance to the whole country.
On the one hand, Beijing is the political center of the country, gathering many central enterprises and state-owned enterprises, hydrogen energy and fuel cells as policy-oriented industries need such large enterprises to lead the development;
On the other hand, Shanghai, as the largest economic center in China, is the city with the most complete industrial chain and the most complete conditions for the development of hydrogen energy, and its development has a leading role in the industry.
Based on this, this paper will focus on comparing the differences between the joint fuel cell demonstration policies in Beijing and Shanghai, fuel cell layout enterprises, and hydrogen energy demonstration areas, and make relevant references for enterprises in the industry.
Demonstration subsidies: Beijing is flexible and mobile, and Shanghai is meticulous and strict
In August last year, five national ministries and commissions approved Shanghai and Beijing to become the first batch of fuel cell demonstration city clusters. Subsequently, Shanghai and Beijing have successively introduced corresponding demonstration subsidy policies to seek the stable development of local industries.
Image source: Potential silver energy chain
The consolidation of the potential silver energy chain found that the declaration conditions for the joint demonstration of hydrogen vehicles in the two places are different -
01
The lead unit is driven by Beijing vehicles, and the Shanghai system is leading
The leading unit for the declaration of the "Demonstration Application Consortium" in Beijing is a fuel cell vehicle manufacturing enterprise; in Shanghai, it is led by a fuel cell system enterprise.
Beijing clearly requires "application scenario demonstration + demonstration consortium", led by vehicle companies, to a certain extent, indicating that the Beijing area requires the downstream application end to drive the entire industry demonstration operation; Shanghai requires the key technology of the system to take the lead, and the system side gets the demonstration quota allocated by the government, indicating that Shanghai focuses on considering the overall impact of the key technologies of the midstream system on the industry.
02
Demonstration models account for nearly half of Beijing buses, and Shanghai logistics account for more than half
Beijing requires a total of 1162 demonstrations, mainly including fuel cell buses, logistics vehicles, and heavy trucks, of which buses account for the largest proportion, while passenger cars are not included in the scope of local incentives;
Shanghai requires a total of 1,000 demonstration vehicles, mainly including fuel cell logistics vehicles, passenger cars, heavy trucks, and buses, of which logistics vehicles account for the largest proportion.
From the perspective of promoting the type of demonstration vehicles, Shanghai focuses on the demonstration application of logistics vehicles, and is also promoting the development of fuel cell passenger vehicles; Beijing is paying more attention to the demonstration application of fuel cell buses (there is a certain influence of the Winter Olympics).
Image source: Potential silver energy chain
03
The implementation of subsidies is flexible and flexible in Beijing, and meticulous and strict in Shanghai
In terms of subsidies, Beijing, like Shanghai Municipality, is implemented in accordance with the national 1:1 standard. The difference is that Beijing operating vehicles can enjoy incentives after completing the minimum standard in the accounting year, and the government will verify the actual operating mileage after the demonstration, while Shanghai will give an incentive model of one year of subsidies for different models. Specifically —
Beijing Municipality is a subsidy issued in each accounting year, and if it does not run 30,000 kilometers during the demonstration period, it will be recovered in full. In terms of vehicle operation subsidies, Beijing divides vehicles into two ranges of less than 4.5 tons and above, with 0.3 million yuan and 10,000 yuan per year;
Shanghai is divided into three types: 12-31 tons, more than 31 tons, and commuter buses, which are subsidized according to no more than 0.5 million yuan, no more than 20,000 yuan and no more than 10,000 yuan per year.
All in all, Beijing's demonstration subsidy policy is more flexible and can mobilize the enthusiasm of enterprises; while Shanghai is more meticulous and strict, distinguishing the degree of subsidies corresponding to the model, and can better achieve the operating goals.
Enterprise distribution: Beijing tends to drive the middle and upper reaches of the terminal, and the core of the shanghai midstream drives the whole industrial chain
The potential silver energy chain found that at present, Beijing and Shanghai are the key places for the development of the fuel cell industry, and the layout of fuel cell companies is many and wide. However, there are still some differences in the types of businesses that are laid out due to their regional characteristics.
01
The total number of enterprises in Shanghai is slightly better, and the majority of state-owned enterprises in Beijing are central enterprises
According to enterprise investigation data (as of April 2022), there are 345 fuel cell companies registered in the Beijing area.
Potential silver energy chain found that the layout of fuel cell enterprises in Beijing is very diversified. At the same time, the main characteristics of the layout enterprises are also very obvious: state-owned enterprises / central enterprises have landed in groups, and there are many vehicles and operating enterprises.
(Note: The above table is some of the enterprises sorted out by the potential silver energy chain, but it does not cover all of them)
The Shanghai area is slightly different, with about 511 registered fuel cell companies. The overall number is larger than the total number in Beijing, of which enterprises involving fuel cell core materials and key components occupy the majority of the industry.
(Note: The above table is some of the enterprises sorted out by the potential silver energy chain, but it does not cover all of them)
02
The Beijing demonstration is greatly affected by the Winter Olympics, and the Shanghai demonstration work is advancing at a leading pace
Due to the impact of the 2022 Green Winter Olympics, most of the fuel cell companies in Beijing have corresponding demonstration application opportunities; and Shanghai, as the city that started fuel cell demonstration operations earlier in the mainland, also has a number of enterprises with rich operating experience.
Potential Silver Energy Chain found that there are many industry leaders in the company layout in Beijing. Among them, there are local companies in Beijing such as Yihuatong, Guo hydrogen technology, hydrogen pu Chuangneng, and Xinyan hydrogen energy; there are also subsidiaries of other companies such as Shenli Technology, Edelman Hydrogen Energy, and Jie Hydrogen Technology in Beijing; and foreign-funded enterprises such as Toyota.
According to the notice of the Beijing fuel cell vehicle demonstration application project declaration in April, Beijing's demonstration operation mainly revolves around the four major application scenarios of interprovincial special line freight, urban heavy cargo transportation, urban logistics distribution, and urban passenger transportation, which involves the competition and cooperation of many fuel cell industries.
Recently, the Beijing Bureau of Economy and Information Technology also released the list of "demonstration application consortiums", of which beiqi Foton, FAW Jiefang, Yutong bus, and Jinlong United (Suzhou) four enterprises became the joint demonstration lead units.
It is worth mentioning that in this Beijing passenger transport declaration project, there are 3 sub-projects with a total of 312 buses involved in the requirements for the use of the winter Olympic demonstration vehicles after the transfer. In terms of declaration, vehicles that have already served in the Winter Olympics are required to be eligible.
Therefore, yihuatong, national hydrogen technology and other enterprises that have supported the hydrogen vehicle demonstration of the Winter Olympics have occupied a certain market opportunity, but with the efforts of other enterprises in the future, the overall market may usher in a new round of changes.
Compared with the Beijing area, the Shanghai government has made a faster progress in the demonstration and promotion of fuel cells.
As the first city in China to announce that it has passed the review of the fuel cell demonstration city cluster and the first city to announce the start of the demonstration city cluster, Shanghai has once again led the implementation of the fuel cell demonstration city cluster, and officially announced the first batch of demonstration application leading enterprises in January 2022.
Potential silver energy chain learned that 6 companies, namely Reshaping Technology, Jie Hydrogen Technology, Shenli Technology, Aerospace Hydrogen Energy, Shanghai Qingzhi and Shanghai Qing hydrogen technology, will take the lead in the demonstration application of fuel cells in Shanghai.
Among them, Reshaping Technology, Shanghai Qingzhi (Subsidiary of Qingneng Co., Ltd.), Shenli Technology, etc. are well-known enterprises in Shanghai, Jet Hydrogen Technology and Aerospace Hydrogen Energy are leading enterprises with strong strength, and Qing hydrogen technology (Edelman subsidiary) is backed by the strong strength of Jiaxing parent company (Edelman Hydrogen).
All in all, from the current layout of fuel cell enterprises in Shanghai and Beijing, Shanghai is more inclined to control key materials and core technologies, and to drive the development of the whole industry chain with core technologies; Beijing is inclined to drive the development of middle and upstream technologies with terminal applications.
Demonstration Area: Daxing leads the industry with international activities, and Lingang District promotes development with solid policies
The potential silver energy chain found that in order to ensure the formation of a complete fuel cell industry chain, most cities will choose to build industrial clusters in some areas in the early stage of industrial development and concentrate resources on the development of industries, including the north and the north.
Beijing and Shanghai have laid out demonstration areas where the hydrogen energy industry concentrates its efforts, and promote the rapid development of the industry with relatively relaxed policies and a large number of subsidy funds.
At present, the fastest growing areas in Shanghai mainly include Lingang District, Jiading District, etc.; Beijing mainly has Daxing District, Yanqing District, etc., which have become one of the most representative hydrogen energy industry development clusters in China, and have also introduced a number of policies to support the development of in-house enterprises.
Beijing Daxing District, as a new growth pole for the development of the southern part of the capital, relies on the Beijing-Tianjin-Hebei fuel cell vehicle demonstration city cluster, and is accelerating the development of hydrogen energy industry demonstration zone, which has been favored by more and more enterprises;
As a rising star in the development of hydrogen energy in Shanghai, Shanghai Lingang District has a particularly positive demonstration subsidy policy, attracting many heavyweight enterprises in the fuel cell industry to settle in, making the cutting-edge technology in the industry further gathered, and having great reference significance for the development of hydrogen fuel cell industry in the Yangtze River Delta region.
Therefore, the potential silver energy chain selects two places for a brief comparison and introduction to analyze the development of the industrial agglomeration area-
01
Both places are stationed in areas with convenient comprehensive transportation
Beijing Daxing International Hydrogen Energy Demonstration Zone is located in the center of southern Beijing, adjacent to Daxing International Airport, Jingdong "Asia No. 1", Jingnan Logistics Base and other important transportation hubs, is committed to building a hydrogen energy innovation industrial chain, to build a world-leading hydrogen energy technology application scenarios and hydrogen energy technology enterprise incubation, acceleration demonstration area.
The demonstration area integrates research and development, trial production, testing and production, and will give full play to the advantages of hydrogen energy after completion, and radiation will drive the development of southern and eastern Beijing and even Xiong'an New Area, helping to optimize and upgrade the industrial structure.
Shanghai Lingang New Area is located in the southeast corner of Shanghai, located at the intersection of the Yangtze River Estuary and Hangzhou Bay, north of Pudong International Airport, south of Yangshan International Hub Port, is an important node city of Shanghai Coastal Corridor and the direct hinterland of the construction of China (Shanghai) Pilot Free Trade Zone. Sea, air, railway, highway, inland waterway and rail transit constitute a very convenient comprehensive transportation advantage.
As a key area for the development of hydrogen energy industry in Shanghai, Lingang makes full use of the first-mover advantage of the industry and rationally plans the development path of the hydrogen energy industry, and has now become one of the most representative agglomerations for the development of the hydrogen energy industry in China.
All in all, the sites of the two demonstration areas are in areas where comprehensive transportation is very convenient. At the same time, the two places release dividends through policy planning and other policies to attract a large number of fuel cell head enterprises to settle in order to form a fuel cell industry aggregation effect.
02
Daxing District has established a "3+N" hydrogen energy industry ecosystem, and Lingang District advocates the synchronous development of the entire industrial chain
The potential silver energy chain learned that Daxing District is the lead unit representing the Beijing fuel cell demonstration city cluster, taking the lead in building the Daxing International Hydrogen Energy Demonstration Zone, vigorously promoting the demonstration application of hydrogen fuel cell vehicles, organizing key activities such as the Hydrogen Ecology Annual Conference, the City Cluster Launch Conference, and the International Green Hydrogen Conference, and creating the "Daxing Hydrogen Energy" brand.
At present, Daxing District relies on the industrial resource advantages of Beijing Tsinghua Industrial Development Research Institute to build a "3+N" hydrogen energy industry ecosystem with hydrogenation demonstration stations, international hydrogen energy exchange centers, and science and technology parks as the carrier, and industrial funds, enterprise alliances, special policies, and test bases as the support.
As of March 2022, Daxing District has accumulated more than 300 docking projects around the three industrial chains of fuel cells, hydrogen production, storage, transportation and construction energy, of which 98 enterprises have registered and landed, and more than 40 leading enterprises such as Yihuatong, Oriental Hydrogen Energy, and Steady Force Technology have signed contracts to enter the park.
The development of the hydrogen fuel cell vehicle industry in Shanghai Lingang New Area started in 2016, and after more than 5 years of innovative development, it has initially formed an industrial chain with independent control, such as stacks, bipolar plates, membrane electrodes, carbon paper, hydrogen storage bottles, inspection and testing.
The advantages of this area are mainly reflected in six aspects: independent innovation ability of core components, land space, system innovation, application scenarios, opening up to the outside world, and platform bearing.
In the follow-up, the region will take "relying on the stock of complete vehicles, focusing on technological innovation, identifying application scenarios, and building a complete industrial chain" as the development idea, relying on the demonstration and promotion of existing hydrogen fuel cell vehicle enterprises such as Vientiane and CRRC Digital Rail.
At present, Lingang New Area has gathered high-quality enterprises and projects in the industry such as Shanghai Qingdong, Tangfeng Energy, Si Hydrogen Technology, Hydrogen Chen Technology, etc., forming a good hydrogen energy industry development trend and a strong hydrogen energy industry foundation capacity.
Compared with the Demonstration Zones in Beijing and Shanghai, they have attracted a large number of fuel cell head enterprises with core technologies. At the same time, the two regions rely on regional advantages to carry out demonstration subsidies, industrial conferences, investment and financing docking and other activities to create a world-class industrial environment and create a more active innovation cluster.
However, the layout of the two places is also different, the potential silver energy chain believes that Daxing District relies on the industry's leading enterprises Yihuatong, Oriental Hydrogen and more international market conditions to drive the progress of the entire industrial chain; Shanghai relies on the core technology of the system leading enterprises to reshape, Jie Hydrogen and other downstream application enterprises to drive the development of the entire industry.
03
The daxing policy is promoted and implemented concretely, and the Lingang policy has more overall control
Up to now, the Government of Daxing District in Beijing has contacted and issued two policies on promoting the development of hydrogen energy industry. In April this year, the "Interim Measures for Promoting the Development of hydrogen Energy Industry in Daxing District" (2022 revised version) was officially released, which further emphasized the subsidy for operating vehicles, and also provided financial support for industry exchange meetings, further reflecting the government's incentive role in industrial development.
Image source: Potential silver energy chain
Compared with Beijing Daxing District, Shanghai Lingang New Area is more actively laid out, and a number of measures have been introduced to support the development of the hydrogen energy industry.
In the planning, Lingang clearly listed hydrogen energy as a "future industry", and is committed to building the new area into the "five most" of the domestic hydrogen fuel cell vehicle industry, namely: the most high-end chain, the most cutting-edge technology, the most unique scene, the most complete policy, and the most collaborative area.
In fact, the "Beijing-Shanghai hegemony" is not a comparison in the strict sense.
As the two most typical cities in the development of hydrogen energy and fuel cells in mainland China, Beijing and Shanghai have strong reference significance for other cities in terms of policy orientation, demonstration areas and the development pattern of hydrogen energy enterprises.
Therefore, the potential silver energy chain hopes that through this article, it will give some reference to other cities with resource endowments and development foundations, so as to drive the vigorous development of the national hydrogen energy and fuel cell industry.
Article source: Potential Silver Energy Chain
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