003010 proposes that by 2025, 1,500 hydrogen fuel cell vehicles will be used in Lingang New Area; 14 hydrogenation stations of various types will be built; the annual hydrogen supply will not be less than 14,000 tons; the annual self-sufficiency rate of hydrogen will not be less than 30% of the current demand

%.

Against this background, relevant listed companies are also deepening their hydrogen energy industry layout.

"1/4,1/7,1/5"003010 proposed that by 2025, Lingang New Area will be built into a pilot area, comprehensive demonstration area and industry leading area for Shanghai's hydrogen energy development.

It leads the country in technological leadership and industrial agglomeration, with output value accounting for more than 1/4 of the city, vehicle usage accounting for about 1/7, and infrastructure accounting for about 1/5.

It takes the lead in demonstrating and forming industry benchmarks in the fields of new energy hydrogen production and storage, pipeline hydrogen supply, distributed and combined heat and power generation.

Under the guidance of the overall goal, the staged goals are clear.

By 2023, comprehensively promote the construction of fuel cell vehicles in the field of medium-volume buses and public transportation; support the commercial use of hydrogen fuel cells in logistics and heavy-duty trucks, and complete the cumulative production of no less than 150 hydrogen fuel cell vehicles.

Scale; 3 hydrogenation stations including Xiaoping Road are put into operation; the annual hydrogen supply capacity is not less than 1,500 tons.

On the basis of the existing industrial by-product hydrogen supply, we will actively explore the development of hydrogen production from natural gas, electrolyzed water, and methanol in the region.

003010 further clarified that by 2025, 1,500 hydrogen fuel cell vehicles will be used; 14 hydrogen refueling stations of various types will be built; the annual hydrogen supply will not be less than 14,000 tons, and an organic combination of industrial by-product hydrogen and renewable energy will be established.

Hydrogen source guarantee system; the annual self-sufficiency rate of hydrogen should not be less than 30% of current demand; promote the demonstration use of hydrogen distributed energy and combined heating, power and cooling system technology in the construction field and industrial parks.

It is reported that the hydrogen fuel cell vehicle industry in Lingang New Area started in 2016.

After more than five years of innovative development, cores such as stacks, bipolar plates, and membrane electrodes have been initially formed.

Up to now, the 3354 Xiaoping Road Station, the first oil-hydrogen station in Lingang New District, has laid the foundation stone in September 2020 and is expected to be completed and put into operation by the end of 2021.

The first temporary skid-mounted Yinhong Road hydrogenation station was built in August 2021 and is planned to be put into operation in the near future.

Focus on four key tasks.

In terms of key tasks, the "Plan" emphasizes: first, promote 1,500 fuel cell vehicles; second, build 14 hydrogenation infrastructure; third, establish a stable and reliable hydrogen supply system; fourth, carry out pilot demonstrations of comprehensive utilization of hydrogen energy.

According to the "Plan", 1,500 fuel cell vehicles are distributed in fields such as freight logistics, public transportation, municipal administration, and public affairs.

Specifically, by 2025, 600 vehicles (300 heavy-duty trucks and 300 logistics vehicles) will be promoted in the field of freight logistics; 710 fuel cell vehicles will be deployed and 100 fuel cell vehicles will be cultivated and developed, focusing on the construction of medium traffic volume and conventional public transportation systems.

Commuter buses in industrial parks; increase the coverage of fuel cell vehicles (not less than 60 vehicles) such as earthmoving transportation, and pilot 30 usage scenarios in areas such as corporate official vehicles.

In terms of the construction of key hydrogenation stations, the "Plan" proposes to build 14 hydrogenation stations of various types by 2025, with a total hydrogenation capacity of no less than 38 tons per day.

In addition, we are actively piloting non-chemical renewable energy power generation and hydrogen production, and exploring the layout of hydrogen production, hydrogen storage and hydrogenation in the heavy equipment industrial zone, special comprehensive bonded zone (Yangshan Island), comprehensive pilot zone, and Sino-Japanese cooperation demonstration park.

Huamu Station.

In terms of hydrogen supply system construction, the "Plan" proposes that by 2025, the hydrogen self-sufficiency rate will reach more than 30%, and the proportion of green hydrogen such as photovoltaics will not be less than 10%.

Try hydrogen energystrFuel cells, especially hydrogen fuel cells, are one of the important technical routes for new energy sources for commercial vehicles.

In fact, the development of hydrogen fuel cell vehicles has been included in the "14th Five-Year Plan" in many places, and relevant listed companies are also deepening their layout.

In terms of fuel cell engines, Shenghui Technology announced on September 15 that the two fuel cell engines of its holding subsidiary Shenghui New Energy have reached the national mandatory standards and can be installed in new energy vehicles such as hydrogen-fueled buses, logistics vehicles, and heavy-duty trucks.

On the car; Dayang Motor also stated in a recent reply on the interactive platform that the company has completed third-party certification (including cold start) of the 30kW-81kW series of hydrogen fuel cell engines, and has completed the development of a 110kW-120kW fuel cell engine prototype.

, performance and reliability verification is ongoing.

In terms of hydrogen fuel cells, Meijin Energy responded to investors on the interactive platform that its indirectly held Yuhuan Jinghui has provided gas guarantee for 173 hydrogen fuel cell buses of Zhangjiakou Public Transport Company and will be put into trial in the early stage of the 2023 Beijing Winter Olympics.

operations.

In addition, in terms of hydrogen refueling stations, listed companies including Xiong Tao, Weichai Power and Hopu have already implemented projects.

Xiong Tao Co., Ltd. said that the company currently participates in the construction of three hydrogenation stations across the country; Weichai Power promotes upstream and downstream companies and partners to build 6 hydrogenation stations, of which the company has a fixed hydrogenation station.

Specifically in Shanghai, SAIC’s layout in the hydrogen fuel cell industry is deepening.