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China has set off a boom in hydrogen fuel cell vehicles. Many places have successively introduced hydrogen energy subsidy policies, vying to enter the "ten cities and 1,000 vehicles" demonstration city group. It is reported that in accordance with relevant policies, demonstration cities can receive up to 1.7 billion yuan in subsidies (incentives).
It is the local policies that are more popular in the hydrogen energy industry than enterprises. The governments of Hebei Province, Chengdu City, Guangzhou City, Shanghai City, Lu'an City, Qingdao City and other places have successively issued a large number of hydrogen energy industry or hydrogen fuel cell vehicle development plans. Among them, Qingdao has made a grand plan to build an "Oriental Hydrogen Island" and a big blueprint for building a hydrogen energy industry with an annual output value of 50 billion.It sounds amazing.
It is understood that Qingdao takes the construction of a hydrogen energy technology innovation core area, a hydrogen energy innovation and development pilot area, and a fuel cell vehicle industry gathering area as the starting point to explore the strategy of incorporating hydrogen energy into the regional energy system and the coordinated development of multiple energy sources, and increase hydrogen energy Infrastructure construction efforts, formation of hydrogen energy production-storage-transportation-use related industrial clusters, perfect hydrogen energy industry chain system, and build Qingdao into an internationally renowned hydrogen energy city in the next 10 years. From 2020 to 2022, it is the stage to consolidate the foundation for the development of the hydrogen energy industry. Qingdao plans to promote the integration and innovation of the hydrogen energy industry, the construction of application demonstration projects such as fuel cell vehicles, hydrogen energy ports, and hydrogen energy towns, and build a platform for industry cooperation and exchange. The National Hydrogen Fuel Cell Vehicle Demonstration City Group has initially built a well-known hydrogen energy industry cluster and demonstration area in China; 2023-2025 is the medium-term development year. It is planned to complete the construction of the hydrogen energy industry ecological chain and application system, and extensively promote hydrogen energy. And the in-depth application of fuel cells to achieve cluster development of the hydrogen energy industry. The period from 2026 to 2030 is a year of great ambitions. Qingdao City regards the development of hydrogen energy as one of the important energy categories and has been fully applied in the fields of transportation, logistics, power generation, and heating. Complete the hydrogen energy social demonstration project of independent hydrogen supply and independent energy consumption in some areas, and realize the overall development goal of "Oriental Hydrogen Island". By then, Qingdao will reach the international level in terms of hydrogen production equipment, hydrogen storage technology, fuel cells, etc., forming an industrial cluster with greater domestic influence; more than 50 hydrogen refueling stations will be built in total, and 8,000 fuel cell vehicles will be promoted; hydrogen The annual consumption exceeds 300 million standard cubic meters, more than 20 hydrogen energy-related enterprises have been cultivated, and 5 hydrogen energy-related enterprises with annual main business income of more than 1 billion yuan; the annual output value of the hydrogen energy industry has reached approximately 50 billion yuan.
Why are local governments so enthusiastic?
This is related to the change in fuel cell subsidy policy, from subsidizing enterprises to subsidizing model city clusters.
Prior to this, the Ministry of Finance, the Ministry of Industry and Information Technology, the Ministry of Science and Technology, the Development and Reform Commission and the National Energy Administration formally issued a notice on the development of fuel cell vehicle demonstration applications. Four aspects are clarified. In the notice, the subsidy policy for the purchase of fuel cell vehicles will be adjusted to adopt the "reward for compensation" method, and bonuses will be allocated according to the completion of the target. Eligible urban agglomerations will be rewarded for the industrialization of key and core technologies of fuel cell vehicles and demonstration applications, and a new development model of fuel cell vehicles will be formed with a reasonable layout, different priorities and coordinated advancement. Demonstration city clusters are determined by local voluntary declaration and expert review to encourage breaking the administrative region restrictions.
Jin Xiaohui, chairman of the Shenzhen Hydrogen Energy and Fuel Cell Association and chairman of Shenzhen Hydrogen Blue Times Power, pointed out that this is the implementation of the national top-level design and the hydrogen energy industry policy in the next four years. Before discussing policies, it is now concrete implementation. Xiong Huawen, director of the Energy Environment Center of the Energy Research Institute of the National Development and Reform Commission, said that for the hydrogen energy industry to develop sustainably, costs must be reduced across the entire industry chain, not just a single link. The task is very important.
According to the fuel cell vehicle city cluster demonstration goals and the points evaluation system, the maximum subsidy points for the demonstration cities can be up to 17,000 points, one point rewards 100,000 yuan, corresponding to the total rewards of 1.7 billion yuan. Guoyuan Securities pointed out in the research report that “referring to the ten cities and thousands of electric vehicles in the past, assuming there are 10 final demonstration cities, the total national reward can reach 17 billion yuan (4 years), and the average annual reward is 4.25 billion yuan. The annual production of fuel cell vehicles is 2,833, corresponding to the total amount of national subsidies of 1.13 billion yuan. The total actual subsidy of the fuel cell industry will usher in a substantial increase, and the scale of the corresponding industry will also usher in several times of increase."
When local governments grabbed the quota of the "Ten Cities and Thousand Vehicles" demonstration city cluster, some auto companies have already deployed the hydrogen fuel cell industry. This summer, a certain group is releasing its hydrogen fuel cell technology strategy. Its subsidiary SAIC MAXUS has released a more mature product-EUNIQ7 Fuel Cell. It is understood that a certain group has been developing hydrogen fuel cell technology since 2001. Now the group has entered the third-generation hydrogen fuel cell technology. It not only leads the world in many core technical indicators such as stack power, but also achieves a major level With its own localization of parts and components, it has become a pioneer in hydrogen fuel cell technology among domestic auto companies.
