With the theme of "Sharing Hydrogen Vehicles in the Four Seas and Eight Parties to Create High System", the 2021 Gaogong Hydrogen Fuel Cell System Technology and Application Summit will be held on September 13-14 in the Huagong Hall on the first floor of sofitel Shanghai Xinhualian Hotel.
Under the thousands of calls, the five ministries and commissions recently officially released the red head document to determine the first batch of demonstration city clusters in Beijing, Shanghai and Guangdong, and the fuel cell industry of "long drought and sweet rain" is full of joy and morale. With the official launch of the "acceleration button" of industry development, it is expected that in the next demonstration period, fuel cell vehicle sales will rise significantly.
At this critical node in the large-scale development of fuel cell vehicles, Zhang Xiaofei, chairman of Gaogong Hydrogen Power, and Zhang Huanong, chairman of Xiongtao Co., Ltd., launched a high-end dialogue, and the two sides put forward thought-provoking views from four aspects, such as fuel cell vehicle design, fuel cell efficiency and cost, the relationship between fuel cells and lithium batteries, and the future of fuel cell vehicles, around the topic of "redefinition". The two sides unanimously suggested that the fuel cell industry ecology should be viewed from a new perspective to achieve "butterfly change" in the true sense.
Zhang Huanong, chairman of Xiongtao Co., Ltd. (left) and Zhang Xiaofei, chairman of Gaogong Hydrogen Power (right)
Here are the core points of the dialogue between the two sides:
1, redefine fuel cell vehicles - combined with user needs and vehicle efficiency design
In the early stage of the development of electric vehicles, the technology is very immature, and the models are not really electric vehicles, and they cannot really meet the needs of the actual operation of the fleet. Zhang Xiaofei and Zhang Huanong have both fully experienced the development process of electric vehicles, and they believe that the development stage of domestic fuel cell vehicles is now like the electric vehicles of 10 years ago, and drawing lessons from the past will help fuel cell vehicles achieve faster high-quality development.
Zhang Xiaofei: In the situation where electric vehicles have the upper hand, fuel cell vehicles should enhance their competitive advantage, it should be the main engine factory to consider what kind of fuel cell vehicle to sell, start from the demand of the whole vehicle, and then carry out the comprehensive design of the vehicle together with the upstream fuel cell system and stack manufacturers. The car designed in this way is in line with the market demand and has the potential to achieve commercialization. At a time when the fuel cell vehicle market is about to enter a rapid development channel, this premise thinking is particularly important.
Zhang Huanong: When we discussed the application of fuel cell vehicles with downstream users such as SF Express, JD.com, China Post, etc., they said that the cargo packaging is standard, and the load capacity is relatively fixed, while the existing fuel cell models are often occupied by more hydrogen cylinders and other space, which is not in line with their use needs.
This also makes us deeply reflect on the fact that fuel cell vehicles cannot take the old road that electric vehicles have walked, and cannot just "add" things to traditional fuel models, but consider how to make the whole vehicle layout more concise and operate more efficiently. To this end, Xiongtao vigorously cooperated with vehicle companies to design a special chassis for fuel cell vehicles, and generated many patents.
2, redefine fuel cell efficiency and cost - cost reduction and efficiency room
Due to the initial stage of development, the current domestic fuel cell operation efficiency has not yet reached the ideal state, and there are problems such as insufficient durability and high cost, which restrict the large-scale promotion of fuel cell vehicle commercialization. Therefore, there are doubts about the application prospects of fuel cells. Zhang Xiaofei and Zhang Huanong unanimously suggested that hydrogen energy and fuel cells should not be looked at with "fixed thinking", and there is a huge space for cost reduction and efficiency increase in the future.
For cost-sensitive end users, the current production costs and use costs of hydrogen fuel are too high, which directly hinders the use of hydrogen energy and also affects the choice of the market's technical route for fuel cell vehicles. This view only calculates the cost of the industry under the current model, which seems to be very reasonable; but if the costs of environmental pollution and climate warming in the whole life cycle, the whole industry chain, and the cost of climate warming are taken into account, and the negative externalities of environmental pollution are internalized, the cost of hydrogen fuel needs to be redefined.
In addition, driven by policy support, the performance of fuel cell engines is rapidly improving, and the degree of localization of parts and components is also improving, and large-scale production will inevitably lead to a significant reduction in costs. Overall, in the future, with the overall improvement of industrial efficiency, product efficiency and user efficiency, fuel cell efficiency and cost will be redefined.
Fuel cell engine is the chemical energy of hydrogen is directly converted into electrical energy, no need to burn, energy conversion rate of up to 60%-80%, much higher than the traditional internal combustion engine thermal efficiency. However, at this stage, the efficiency of fuel cell engines is generally around 50%, and there is still a lot of room for improvement from the ideal state. One of the important ways to improve efficiency is to improve the utilization rate of hydrogen, Xiongtao is working with Wuhan University of Technology to develop cutting-edge technology for hydrogen cycle system control, the purpose is to greatly improve the efficiency and economy of fuel cell systems.
We also need to find the best solution for fuel cells to work with batteries so that fuel cells always operate in the most economical and efficient operating conditions. For example, at this stage, the hydrogen consumption of fuel cell heavy trucks is high, and Xiongtao Hydrogen Xiong's goal is to significantly reduce hydrogen consumption so that it can challenge traditional diesel heavy trucks in the future. While we focus on improving the utilization rate of hydrogen in heavy trucks, we need to explore the best cooperation between the stack and the battery under different working conditions, so that the stack efficiency and economy are the highest.
3, redefine the relationship between fuel cells and lithium batteries - embrace development
In the new energy vehicle market, lithium batteries are currently "thriving", but with the rise of fuel cell heat, a debate about who is the "protagonist" of the future new energy vehicle market has become more and more intense. In the future, between lithium batteries and hydrogen electricity, will there be a "you die and I live" struggle? Zhang Xiaofei and Zhang Huanong agreed that fuel cells and lithium batteries are not a relationship of "one after the other", but should "embrace development".
Fuel cell vehicles need lithium batteries as auxiliary power sources, because fuel cells cannot achieve fast start-stop, while lithium batteries can. In addition to the need for lithium batteries to achieve rapid start and stop, fuel cells also need the help of lithium batteries to achieve smoother operation and maintain long life during operation. The two sides work closely together to provide the overall operating efficiency of the vehicle, but also to alleviate the user's mileage anxiety, and the cooperation is actually very perfect.
From the perspective of industrial development, the development of electric vehicles actually provides conditions for the development of fuel cell vehicles. For example, the three main components of electric vehicles, such as motors, batteries and electronic controls, after years of development, technology tends to mature and costs have dropped significantly, and these components are also needed for fuel cell vehicles, which is very helpful for their development.
The development of new energy vehicles is a major measure for China to promote energy conservation and emission reduction in the field of transportation, meet the needs of safe, efficient and convenient travel, and is China's national action to cope with global climate change and promote sustainable human development. At present, China has become the most important market for the world's new energy automobile industry. Fuel cell vehicles and electric vehicles are both new energy vehicles, and the two can promote each other and contribute to carbon neutrality together.
If only lithium batteries are developed as the core, it may lead to a mismatch in resources. In fact, fuel cells and lithium batteries complement each other and can be developed in parallel, and fuel cell vehicles and electric vehicles can exert maximum efficiency in suitable scenarios in the future.
4, redefine the future of fuel cell vehicles - faster than imagined
At present, the hydrogen fuel cell industry is standing on the cusp, on the one hand, the crazy pursuit of the capital market, on the other hand, it is difficult for some upstream and downstream enterprises in the industrial chain to survive, and it seems to be caught in the dilemma of "applause or not". What is the future of the fuel cell vehicle industry? How do pioneer companies not fall on the eve of the industry's boom?
At present, the giant enterprises represented by central enterprises and state-owned enterprises have rushed to the hydrogen energy market, and the entire ecosystem of hydrogen production, storage, transportation and transportation is gradually improving, and we must have confidence in the future prospects of hydrogen energy. Fuel cell vehicles as a breakthrough in the application of hydrogen energy, is currently in the window period of industrial development, industrial chain enterprises to dare to innovate, dare to "trial and error", the urgent need for such wisdom and courage, standing on the commanding heights of global competition forward-looking vision to seize the layout of the industrial chain opportunities.
According to the existing output and existing technology of the fuel cell industry, the government needs to help tide over the difficulties first. Nowadays, the list of the first batch of hydrogen energy demonstration city clusters in Beijing, Shanghai and Guangdong has landed, which is a big positive for the industry. In the next 5-10 years, after the fuel cell industry develops to a certain volume, the market space will be very broad.
On the specific path, in order to achieve mass production of key materials and components, and initially reduce the cost of fuel cell engines, we should first commercialize commercial vehicles with low dependence on hydrogen refueling stations, especially heavy trucks; further rely on scientific and technological innovation, simplify stack materials and system components, further reduce engine costs and requirements for hydrogen purity, reduce fuel hydrogen costs, extend engine life, and further popularize hydrogen energy development in combination with hydrogen refueling stations, and fuel cells can also enter the passenger car market in the future, faster than the outside world imagines.
Related Introduction:
Shenzhen Xiongtao Power Technology Co., Ltd. (stock code 002733), one of the world's leading smart energy solution service enterprises. The company has six major R & D and production bases, respectively located in Shenzhen, Vietnam, Hubei Wuhan, Hubei Beijing Mountain, Datong and Guangzhou, in Chinese mainland, Hong Kong, Singapore, India, Europe and the United States and other places have branches or offices, service network throughout the world more than 100 countries and regions.
Xiongtao co., Ltd. spans three major types of battery systems of lead-acid batteries, lithium batteries and hydrogen fuel cells, focuses on the layout of hydrogen fuel cells, invests in the establishment of subsidiaries in Shenzhen, Wuhan, Datong, Guangzhou, Yangquan and Qingdao and other places to promote the hydrogen energy industry, and now has 4 standard experiment and testing centers, 7 direct investment industry chain enterprises, 5 research institutions in the cooperative industry, participating in the development of a variety of hydrogen fuel cell vehicles, and has more than 60 hydrogen fuel cell vehicle announcements.
Shenzhen Hydrogen Fuel Cell Co., Ltd. is a wholly-owned subsidiary of Xiongtao Co., Ltd., which is committed to becoming a global leader in fuel cell solutions. Invested and set up subsidiaries in Wuhan, Guangzhou, Datong, Shanghai, Yangquan, Qingdao and other places, and coordinated regional development. Adhering to the core values of "professionalism, innovation and excellence", Xiongtao Hydrogen will adhere to the responsibility of safety and environmental protection, professional, efficient, and use hydrogen to make life better.
Shenzhen Hydrogen Fuel Cell Technology Co., Ltd. is a wholly-owned subsidiary of Xiongtao Co., Ltd., committed to the application and localization of fuel cell stacks, membrane electrodes and bipolar plates, independently developed stack product types covering graphite plates, composite plates and metal plates, with rated power covering 5kW ~ 150kW. The power density of the self-developed stack reaches a maximum of 3.5kW/L, and the life exceeds 15,000 hours; the maximum power density of the R&D stack reaches 4.0kW/L, and the life expectancy will exceed 20,000 hours. The main application areas of products are new energy vehicles, communication base stations, forklifts, data centers, distributed power generation and uninterruptible power supplies.
Xiongtao Hydrogen Rui's independent research and development of stacks has begun to commercialize the pace. Recently, Guangzhou Huangpu District announced a winning bid announcement for a hydrogen sprinkler truck, and the fuel cell stack of the hydrogen sprinkler truck was provided by Xiongtao Hydrogen Rui. In addition, a modified bus carrying a 60kW stack of Xiongtao Hydrogen Rui successfully began a test run in the Wuhan park.
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