On January 30, Haima Automobile Co., Ltd. released a performance forecast.
It is estimated that the net profit loss attributable to shareholders of listed companies in 2023 will be 1.6-240 million yuan, compared with a loss of 1.574 billion yuan in the same period last year, a year-on-year loss. In the past year, the company's production and sales scale has increased, and certain results have been achieved in cost and cost control, and the operating loss has been greatly narrowed.
Haima Motor's sales in 2023 will be 27,957 units, a year-on-year increase of 14.62%.
In the past two years, Haima Automobile has shifted its focus to "hydrogen electric drive", that is, extended-range electric vehicles that use hydrogen fuel cells to generate electricity, and it seems that this technology has not brought a turnaround for Haima Motors. In the individual user market, whether it is the Haima brand or other brands of hydrogen energy vehicles, the retail sales volume in 2023 will be very low, and the terminal preferential price of individual hydrogen MPVs can reach hundreds of thousands of yuan.
Therefore, the prospect of Haima Motor, which chooses hydrogen energy technology, is indeed unpredictable, but where is the difference in hydrogen energy technology?
The essence of hydrogen energy vehicles is extended-range vehicles, and the vehicle has a three-electric system, which determines the high manufacturing cost of the vehicle, and the highest manufacturing cost is the hydrogen fuel cell, which is used for power generation The battery stack needs to use the precious metal PT (platinum), and the amount is relatively large. As a result, the manufacturing cost of the vehicle is much higher than that of the vehicle with the internal combustion engine to extend the range, but there is no obvious difference in the use experience, and even the use cost of the vehicle with the internal combustion engine to extend the range is lower.
In addition to the high price of hydrogen vehicles, there is another disadvantage, which is that the cost of ownership is also high.
The solution for clean hydrogen production is "water electrolysis", which consumes a lot of electricity, and the hydrogen energy obtained needs to generate electricity in the fuel cell on the vehicle, which eventually becomes "electricity generation", and the whole process is about 65% loss.
The electricity consumption of water electrolysis to produce hydrogen is too high, and it is difficult to control the cost.
Secondly, the storage and transportation cost of hydrogen energy is also very high, so the terminal price of one kilogram of hydrogen can be higher than 60 yuan, and one kilogram of hydrogen can only convert about 20kWh of electricity on the vehicle fuel cell;
Epilogue:
Hydrogen vehicles are sold at low prices worldwide due to their high cost of use, high vehicle prices, and the fact that the driving experience and performance standards are often the same as those of the much less expensive internal combustion engine range extenders. Including Toyota's hydrogen vehicles, which were the first to develop hydrogen vehicles, are also in a sluggish situation, and Haima Motors is cooperating with Toyota Motor to develop hydrogen fuel vehicles, and this time the technology tree seems to be really wrong.
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