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Industry Eagerly Looking Forward To A New Subsidy Deal: When Will Hydrogen Energy Vehicles Enter The "Fast Lane"?

2020/9/8 11:28:00 139

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The new policy of fuel cell vehicle subsidies ushered in new progress.

On September 5, at the 16th China automobile industry development (TEDA) International Forum, song Qiuling, a first-class inspector of the economic construction Department of the Ministry of finance, said in her speech that the subsidy policy for fuel cell vehicles would be adjusted from vehicle purchase subsidies to supporting demonstration application of urban agglomerations and core technology breakthroughs.

A new subsidy policy for fuel cell vehicles has been in the pipeline for more than a year. Since last year, fuel cell vehicle subsidies from the central government have been adjusted, and the latest subsidy policy has not been issued. On April 23 this year, the Ministry of Finance and other four ministries and commissions jointly issued a notice that the subsidy for the purchase of fuel cell vehicles will be adjusted, and the specific plan will be issued separately.

Song Qiuling said that in this context, various ministries and commissions have widely listened to the opinions of enterprises and local governments, and considered adjusting the current purchase subsidies for fuel cell vehicles to support the demonstration and application of urban agglomerations, so as to promote the construction of a complete industrial chain of fuel cell vehicles and form an industrial development pattern with reasonable layout, different focuses and coordinated promotion.

She did not disclose when the new deal on fuel cell vehicle subsidies will be released, but the industry has been calling for the new deal for a long time. The reporter of 21st century economic report learned that since the cancellation of the national subsidy for fuel cell vehicles last year, the industry mainly relies on local subsidies, which has led to a significant decline in the production and sales of fuel cell vehicles since the second half of last year, with obvious regional differences.

Similar to the pure electric vehicles in previous years, fuel cell vehicles are in the early stage of development and need to be supplemented. However, in the process of promoting the new energy vehicle industry in the early years, the "flooding" subsidy method has been proved to be inefficient. One of the key challenges in the formulation of the new policy is how to avoid the same mistakes in the current subsidies for fuel cell vehicles and how to use limited resources to promote the development of the industry to the greatest extent.

Support demonstration application

In the past, the national subsidy policy for fuel cell vehicles, like other new energy vehicles, was to subsidize the purchase of vehicles. However, with the industrial development entering a new stage, China has also accumulated a lot of development experience in the field of new energy vehicles. At present, the subsidy policy for fuel cell vehicles is in the process of adjustment.

Based on the existing information, financial support for fuel cell vehicles will shift to demonstration application level, especially in key urban areas. Song Qiuling disclosed at the TEDA forum that there are three main ideas for subsidizing the new deal. One is to focus on promoting the breakthrough of key core technologies; the second is to focus on supporting the demonstration and application of urban agglomerations; the third is to focus on the application and demonstration of new technologies and new models.

This is in line with the direction previously revealed by relevant ministries and commissions. On April 23 this year, the Ministry of finance, the Ministry of industry and information technology, the Ministry of science and technology, and the development and Reform Commission jointly issued the notice on improving the financial subsidy policy for the promotion and application of new energy vehicles. It was pointed out that the subsidy for the purchase of fuel cell vehicles would be adjusted to select cities or regions with foundation, enthusiasm and characteristics, focusing on the technical breakthrough and industrialization of key components To carry out the demonstration, the central finance will take the way of "award instead of subsidy" to award the demonstration cities.

Song Qiuling introduced that supporting enterprises to speed up the breakthrough of key core technologies and create an independent and controllable industrial chain is the core goal of the post transformation demonstration policy. During the demonstration period, the central finance will give key awards to the industrialized application of key parts with independent intellectual property rights.

Application demonstration is the focus of central financial reward. "Fuel cell vehicles have unique technical characteristics and can be used as a powerful supplement to pure electric vehicles in appropriate scenarios. This demonstration focuses on promoting the industrial application of fuel cell vehicles in the field of medium and heavy-duty commercial vehicles, and inclines to heavy-duty trucks." Song Qiuling said.

The application demonstration cannot do without the coordination of the industrial chain. Therefore, the new policy after adjustment also emphasizes the encouragement of demonstration operation in cities or regions. What needs to be pointed out is that the policy encourages to break the restrictions of administrative regions, take the excellent enterprises in the industrial chain as the link, and make joint declaration with the relevant cities where the enterprises are located, so as to form the situation that all links of the industrial chain are linked and the strong are United. There is also a clear division of tasks between cities.

Obviously, this new set of subsidy policy is intended to "spend money on the edge". Reducing costs and promoting industrialization are the core demands of financial subsidies. "The demonstration urban agglomeration should identify and rely on the application scenarios, continuously reduce the cost of purchasing and operating fuel cell vehicles, and explore effective business operation modes." Song Qiuling said.

At the same time, the new fuel cell subsidy policy weakens the restrictions on administrative regions, which is related to the cost of fuel cell vehicles to a large extent, and is also based on the experience of developing new energy vehicles represented by pure trams over the past years. At the same time, although the construction of domestic fuel cell industry is still faced with many low-level development conditions, it is still faced with low-level development.

Cold thinking after cooling down

The industry is eagerly looking forward to the introduction of a new subsidy policy. The fuel cell vehicle market has cooled since the second half of last year after the central government pressed the "pause" button.

According to the sales statistics released by the China Automobile Industry Association, in the first half of this year, the production and sales of fuel cell vehicles were 390 and 403, respectively, down 66.5% and 63.4% year-on-year, making it the largest segment of the year-on-year decline.

According to the data of the Federation of passengers and passengers, from January to July this year, there were only 803 hydrogen fuel buses in China (the caliber of the certificate), "the false fire is a little cooling", and there are obvious regional differences.

Among them, Guangzhou, Foshan and Chengdu are the main cities of hydrogen fuel cell vehicles. Statistics show that as of July, the demand for hydrogen fuel cell vehicles in Guangzhou this year was 443, 170 in Foshan, 75 in Chengdu and 38 in Weifang. In addition, Jinan, Zhangjiakou, Qingdao, Wuhan, Lu'an and Wuhu also contributed.

Cui Dongshu, Secretary General of the Federation of passengers, told reporters of the 21st century economic report that the current market of hydrogen fuel buses is mainly driven by the incentive policies of local governments. Therefore, the market performance mainly depends on the subsidy strength of local policies. The reporter learned that almost all of the above major cities have clear plans for fuel cell vehicles. Taking Foshan as an example, in 2018, Foshan said publicly that the cumulative output value of hydrogen energy related industries would reach 20 billion yuan by 2020, and 28 hydrogenation stations would be built. Therefore, the government expected to invest 500 million yuan to subsidize hydrogen buses and 150 million yuan to subsidize the construction of hydrogen stations during the 13th Five Year Plan period.

An automobile industry analyst from the seller's organization told the 21st century economic report that the fundamental reason for the cooling of the fuel cell vehicle market is that the cost of this technology is too high and the scale effect is difficult to achieve. Moreover, due to the potential safety hazards, it is difficult to popularize the hydrogen refueling station on a large scale.

This may also be the difficulty of this round of policy to emphasize cross Administrative Regional Union. It is generally believed in the industry that it is necessary to achieve a certain scale in order to make a breakthrough in key technologies. However, the cost of fuel cells and hydrogenation stations is high, so "building a car behind closed doors" is bound to have greater pressure, and the formation of regional cooperation is relatively economic.

However, judging from the actions of local governments, objectively speaking, the current fuel cell vehicle industry is still in the stage of "respective development", and the cross Administrative Regional Union that the policy hopes to promote is not easy in the actual implementation process.

In addition, the development process of technology itself is not optimistic. Recently, Chen Xuesong, President of Weishi energy of Great Wall holdings, pointed out in an interview with the media that the scale of China's development of hydrogen energy vehicles can reduce the cost to a certain extent, but this is far from enough. Priority should be given to technology accumulation and innovation in order to truly achieve the cost target of large-scale commercialization without subsidies. "This time may be very long, and the research and development of materials generally takes 5-10 years, because it needs to be verified layer by layer from material level, component level, system level and vehicle level."

 

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