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On the afternoon of June 26, the "White Paper on China's Hydrogen Energy and Fuel Cell Industry" was officially released at Weichai Power Industrial Park in Weifang City, Shandong Province. Industry insiders generally comment that this is a landmark event for the industry. According to the white paper, hydrogen energy will become an important part of China's future energy system. It is expected that hydrogen energy will account for approximately 10% of China's energy system by 2050, with hydrogen demand approaching 60 million tons and annual economic output exceeding 10 Trillion yuan.
The event was chosen to be released at Weichai Power because Shandong Province and leading companies including Weichai Power are already at the forefront of this industry layout. A reporter from Securities Daily learned from the meeting that Shandong Province’s hydrogen energy plan is about to be released and is expected to become the country’s first provincial hydrogen energy plan. Tan Xuguang, chairman of Weichai Power, also said at the meeting that Weichai Power will help create a Shandong model for hydrogen energy development that includes testing, manufacturing, hydrogen energy supply, and vehicle demonstration.
The annual economic output value of hydrogen energy will exceed 10 trillion yuan in 2050
In order to adapt to the development trend of the hydrogen energy and fuel cell industry, the China Hydrogen Energy Alliance was officially established in February last year, and the "China Hydrogen Energy and Fuel Cell Industry White Paper" released on the afternoon of June 26 is the recent announcement of the China Hydrogen Energy Alliance. Key tasks. According to Yu Zhuoping, director of the China Hydrogen Energy Alliance Expert Committee, as a high-quality research result in the field of domestic hydrogen energy industry development strategy, the white paper systematically studies the positioning of hydrogen energy in the construction of my country's modern energy system and demonstrates the entire hydrogen energy and fuel cell industry. The development status and trends of the chain are analyzed, and the development goals and action initiatives for my country's hydrogen energy and fuel cells in the near, medium and long term are proposed.
According to the white paper, in recent years, China's hydrogen energy and fuel industry has accelerated its layout. Although compared with developed countries, China still has a certain gap in independent hydrogen energy technology research and development, equipment manufacturing, and infrastructure construction, its industrialization trend leads the world.
Among them, the white paper mentioned that China's hydrogen energy and fuel cell industry infrastructure is currently weak and needs to be focused on breakthroughs. At present, enterprises in this industry chain are mainly distributed in fuel cell components and applications. The development of hydrogen energy storage, transportation and hydrogenation infrastructure is weak and has become a "stuck" link. Especially in terms of the layout of hydrogen refueling stations, as of the end of 2018, China had built a total of 23 hydrogen refueling stations. With the gradual improvement of relevant policies, the gradual standardization of technical standards, and the continuous advancement of equipment technology, the construction of hydrogen refueling stations in China will enter a stage of rapid development. It is expected that the number of hydrogen refueling stations in China will reach 100 and 1,500 respectively in 2020 and 2030. The long-term plan for 2050 is that the number of hydrogen refueling stations nationwide will reach more than 10,000, and the overall scale will be among the top in the world.
Yu Zhuoping introduced that the development of hydrogen energy and fuel cell industries is of great significance. From the perspective of national energy strategy, hydrogen energy should be gradually incorporated into the national energy management system, top-level design should be accelerated, and plans and action plans for the coordinated development of hydrogen energy and fuel cell industries should be formulated.
According to the overall goals announced in this white paper, hydrogen energy will become an important part of China's energy system. It is expected that hydrogen energy will account for about 10% of China's energy system by 2050, and the demand for hydrogen will be close to 60 million tons. The annual economic The output value exceeds 10 trillion yuan. Hydrogen energy will be widely used in transportation, industry and other fields. The production of fuel cell vehicles will reach 5.2 million units/year, the fixed power generation devices will be 20,000 units/year, and the fuel cell system production capacity will be 5.5 million units. /Year. According to this goal, by then, China can reduce emissions by about 700 million tons of carbon dioxide and boost a cumulative economic output value of 33 trillion yuan. It is expected that the average cost of hydrogen production in 2050 will not be higher than 10 yuan/kg.
In addition, in terms of exploring pilot demonstrations, the white paper also proposes initiatives to focus on pilot trials in Beijing-Tianjin-Hebei, the Yangtze River Basin and the Pearl River Delta Greater Bay Area to promote rational industrial layout, focus on supporting the construction of hydrogen energy cities, and avoid blindly following the industry. Advanced and low-level duplication of construction, and the formation of industrial development experience that can be replicated and promoted as soon as possible.
Weichai plans to create a Shandong model for hydrogen energy development
It is understood that in recent years, Beijing, Shanghai, Guangdong, Jiangsu, Shandong, Hebei and other places have relied on their own resource endowments to formulate hydrogen energy development plans and piloted the industrialization process of hydrogen energy and fuel cells. At present, the enterprises related to the industrial chain in the above six provinces and cities together account for 51% of the total number of enterprises above designated size in the country.
The "White Paper on China's Hydrogen Energy and Fuel Cell Industry" was chosen to be released in Shandong Province and Weichai Power because Shandong Province and Weichai Power are at the forefront of the hydrogen energy and fuel cell industry.
It is understood that Shandong Province is a major hydrogen energy province, as well as a major industrial, manufacturing and chemical province, so it has a strong willingness to develop hydrogen energy. In January 2018, the Shandong Hydrogen Energy and Fuel Cell Industry Alliance was established, proposing to build a hydrogen energy economic circle with Jinan as the core and radiating throughout the province, and to build a trinity of hydrogen energy science and technology park, hydrogen energy industrial park, and hydrogen energy exhibition business district. “China’s Hydrogen Valley”.
A reporter from Securities Daily learned from the press conference that Shandong Province is currently accelerating the preparation of a provincial hydrogen energy plan, which has been revised many times and is expected to be released to the whole society soon. By then, Shandong is also expected to become the first country in the country. A region that has released a provincial hydrogen energy plan.
Weichai Power has played a leading role in the development of hydrogen energy and fuel industries in Shandong Province and even across the country.
At the meeting, Tan Xuguang, Secretary and Chairman of the Party Committee of Shandong Heavy Industry Group and Chairman of Weichai Power, introduced that according to the 2020-2030 strategic plan released by Weichai Power in December 2017, Weichai Power will achieve a leading position in the new energy business by 2030. Leading the development of the global industry. In order to achieve this goal, Weichai Power proposed to invest 50 billion yuan to build a new energy industry base, covering fuel cells, powertrains, complete vehicles and other businesses. At the same time, Weichai New Energy Project also included the conversion of old and new kinetic energy in Shandong Province. major projects.
Tan Xuguang said that Weichai Power has currently cooperated with universities and research institutions such as Tsinghua University and Tongji University, as well as Yutong Bus, Zhongtong Bus, Shaanxi Heavy Duty Truck and other enterprises to carry out technical research, and has achieved technological breakthroughs in many aspects. At the same time, since 2018, Weichai Power has also signed a strategic cooperation agreement with the world's advanced solid-state oxide battery supplier British Ceres, and subscribed for 20% of the shares of Ceres; it has also signed a strategic cooperation agreement with the world's leader in hydrogen fuel cell technology, Canada's Basel Ladd formed a strategic partnership; established global innovation centers in the United States, Germany, and Japan. "These are all aimed at making Weichai's new energy business reach a world-class level by 2030."
With the release of the "White Paper on China's Hydrogen Energy and Fuel Cell Industry", Tan Xuguang also proposed that Weichai Power should actively integrate high-quality resources in the domestic and foreign industrial chains, carry out core technology research and development, and build a company that includes testing, manufacturing, hydrogen energy supply, The Shandong model of hydrogen energy development, including vehicle demonstrations, will also open up innovation cooperation and promote R&D resources across the global industry chain to jointly carry out technical research and achieve greater breakthroughs in this field.
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