Publish Time: 2022-09-21 Origin: Site
The biggest pain point and the core essence of any industry is to find the market, this planning focus on sex mentioned a key word - "unique application scenario".
A large number of oil and gas trucks are currently engaged in the transportation of energy and chemical products in northern Shaanxi, and the unique alpine and heavy-duty "short reverse transportation" is an ideal application scenario for fuel cell heavy trucks, which can effectively reduce carbon emissions and help the construction of green mining areas (parks) by replacing oil and gas trucks with fuel cell heavy trucks.
In addition, based on the energy supply center in northern Shaanxi and the intercity logistics transport demand between Guanzhong city group, there is a good prospect for the development of hydrogen energy logistics transport.
Yulin Heavy Truck "Famous Scene"
Although there are many commercial vehicle ranges, the Plan emphasizes heavy trucks, and we found an article entitled "Hydrogen fuel trucks are taking off: why only China can hold up the hydrogen heavy trucks that Japan and South Korea can't do up? which is easy to explain.
The reason for Japan, for example, is that it took a wrong turn, because it was too late to transform into "commercial vehicles" due to its long-term bet on "passenger cars". For example, in South Korea, it was an accident, such as the explosion of a hydrogen refueling station in 2019, but in fact, the core point of the choice of technology path between island countries and big countries is still the "market space". The conclusion above is that "China is one of the few countries that can afford to support the development of hydrogen vehicles, because the development of hydrogen heavy trucks is very suitable for China.
From the base, China is the largest heavy truck market in the world, with more than 1.3 million (2020), more than three times the size of North America and Europe, while the central government is leading a massive effort to increase the number of hydrogen refueling stations around highways from more than 100 at present to 5,000 by 2035. From the technical point of view, the hydrogen fuel cell power density has been achieved to 110KW (40KW in 2017) and the battery life has been increased to about 5000 hours, which basically all meet the requirements of commercial heavy trucks.
From this perspective, the intention of the Plan is to "guide Shaanxi to seize the windfall of hydrogen heavy trucks". Because everyone is still in the starting stage, the market has also given a signal.
In 2020, hydrogen heavy trucks will be demonstrated in small batches.
In 2021, the sales of hydrogen-energy heavy trucks will be 779 units, up 42 times year-on-year, and the share of the new energy heavy truck market will rise directly from 0.7% in 2020 to 7.46%.
In 2022, hydrogen heavy trucks performed brightly, with 566 units of hydrogen heavy trucks sold in the first half of the year alone.
For the future, Academician Gan Yong of the Chinese Academy of Sciences said in 2018 that with the direction of "changing diesel to hydrogen", by 2050, more than 50% of heavy trucks will have hydrogen fuel cells as engines.
Therefore, we can understand why documents such as the Plan "emphasize the uniqueness of the industry", because northern Shaanxi, as "China's Kuwait", is itself a key area for heavy truck ownership.
Shaanxi Auto Delong X5000 hydrogen fuel cell truck
The company has already made a layout in Shaanxi.
At the beginning of 2022, Shaanxi Auto Group launched the "Delong X5000 hydrogen fuel cell truck", and not only cooperated with Wiener to build a hydrogen heavy truck transportation capacity management platform, but also built a special hydrogen transportation capacity line in Binchang mine.
In order to enhance the robustness of the "first taste of wind", Shaanxi Auto has designed a three-tier service guarantee for new energy heavy trucks, with 15-minute response, 60-minute departure, 4-hour solution for minor faults, 24-hour solution for medium faults, and 48-hour solution for major faults.
This is what it looks like to grab the wind.