At the 2017 Fuel Cell Vehicle Industry Development Summit Forum held on the 19th, many experts said that compared with other electric vehicles, hydrogen fuel cell vehicles have advantages such as long cruising range, high power performance and short fueling time. Has entered the stage of small-scale commercialization promotion.
Yi Baolian, an academician of the Chinese Academy of Engineering and a researcher at the Dalian Institute of Chemistry of the Chinese Academy of Sciences, said that as an important raw material for fuel cells, in terms of industrial investment in hydrogen sources, large-scale demonstration of fuel cell vehicles has been carried out because of the nearly 10 million tons of hydrogen produced by the country. The cost has potential advantages. However, analysts believe that considering the technology gap, high cost and weak supporting facilities, it is expected that fuel cell electric vehicles will be difficult to commercialize on a large scale within 3-5 years.
The car company actively deployed on October 18, Futian Automobile (600166, shares it) said in the interactive platform, the company realized the hydrogen fuel cell electric bus industrialization, bulk commercial development and operation. It is understood that the company received 100 orders for Futian Ouhui hydrogen fuel cell electric bus in May last year.
At the same time, hydrogen vehicles from the Foshan (Yunfu) Industrial Transfer Industrial Park, hydrogen fuel cell city buses and fuel cell logistics vehicles and other vehicles collectively unveiled; SAIC Group (600104, shares it) fuel cell light passenger Chase FCV80 in 2017 China International Energy Conservation and New Energy Auto Show was released.
The person in charge of the relevant car company disclosed that "the company's hydrogen fuel cell electric bus prototype car has been completed and will be announced on time." According to incomplete statistics, Yutong Bus (600066, stock bar), Zhongtong Bus (000957, shares it), BYD Cars such as Jinlong Automobile (600686, shares) and BAIC Group have layouts in this field.
A large brokerage car researcher said: "Automobiles are pouring into the fuel cell vehicle sector. First, the government supports the government. Second, the car companies avoid the team and adopt a follow-up strategy." From the current situation, the subsidy policy for fuel cells will continue. By 2020, the subsidies for pure electric vehicles and hybrid vehicles will be adjusted in 2017.
In the short-term, large-scale commercial use is constrained by infrastructure development, and there is still a large gap in the large-scale commercial operation of fuel cell vehicles. Analysts told reporters that there is a lack of supporting facilities such as hydrogen refueling stations, and that hydrogen storage and transportation methods need to be solved. It is expected that it will be difficult to commercialize on a large scale within 3-5 years.
It is understood that there are currently 9 hydrogen refueling stations in Beijing, Shanghai, Guangdong and Henan. The construction cost of a hydrogen refueling station with a hydrogenation capacity of more than 200 kg needs 10 million yuan. According to the 2017 fuel cell vehicle subsidy standard, the enterprise construction hydrogen refueling station will receive 4 million yuan from the state, and the cost is quite high. Yi Baolian believes that large-scale demonstration of fuel cell applications should start with buses and logistics vehicles that are less dependent on hydrogen refueling stations. The enterprise construction hydrogen refueling station should choose a place near the by-produced hydrogen, or discard the wind, discard the light, and abandon the water, and reduce the hydrogen transportation distance.
The relevant person in charge of Yutong Bus told the China Securities Journal that the current cost of the fuel cell system is relatively high. After independent research and development, the cost and the localization of key components can be greatly reduced. According to the calculation of Yutong Bus, the cost of fuel cell system will drop from 18,000 yuan/kw in 2015-2016 to 0.5 million yuan/kw in 2019-2020.
Jianghuai Automobile told the China Securities Journal that “Jianghuai’s strategy in the field of new energy is based on pure electric vehicles, and technical reserves have been made in fuel cell vehicles, but no prototypes have been introduced because of commercialization. It is too early to operate."
Lifan shares (601777, shares it) director of the secretaries said, "The company has not yet laid out two main points of consideration, one is the capital investment, the second is the high technical requirements. Lifan as a private enterprise, the project investment is more stable."

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