Dawan District Cooperates To "Solve The Problem" Of Hydrogen Energy Whole Industry Chain Business Model Innovation And Introduces Market "Live Water"

Under the "tuyere", the hydrogen energy market is heating up rapidly. The central government's measures to lay out the hydrogen energy industry have followed, and the giants have entered the layout with a large amount of money, and many gazelle enterprises are "running" out of a new speed. As one of the regions with the best foundation, the fastest development and the highest concentration of domestic hydrogen energy industry, Guangdong Hong Kong Macao Bay area has become the best window to observe the development trend of hydrogen energy industry.

Guangdong, Hong Kong and Macao Bay area has a good foundation in hydrogen energy infrastructure, high acceptance of new things and new ideas, active market mechanism and high-level talent gathering advantages, which can promote the development of hydrogen energy industry in the region.

At present, with the policy support and market promotion, China's hydrogen energy industry is gradually entering the volume price cycle of "scale, cost reduction and market development", and the continuous technological progress will feed back and solve the cost constraints of core technologies in each link, further improve the commercial development level of hydrogen energy, and gradually enter an active development period in the competition.

According to the survey, facing the opportunities of emerging industries, Guangdong, Hong Kong, Macao, Dawan District, based on their own advantages, are cutting into the territory of hydrogen energy industry, and are working together to promote the cultivation and development of the whole industrial chain of regional hydrogen energy, which has become a core component in the distribution of hydrogen energy industry in Guangdong Province; At the same time, in the face of the gradually opened application market, enterprises and cities not only focus on the policy as the "booster" of industrial development, but also pay more attention to the innovation of business model to attract the "living water" of the market as soon as possible.

Development of hydrogen energy industry cluster

With the gradual maturity of application technology, hydrogen energy accelerates the industrialization. Who can take the lead in building a complete hydrogen industry chain will be able to take the lead in this global hydrogen energy competition and drive the development of trillions of industries. At present, Guangdong, Hong Kong and Macao Bay area has rapidly become one of the regions with the best foundation, the fastest development and the highest concentration degree of hydrogen energy industry in China by virtue of the advanced layout of hydrogen energy industry and the continuous cultivation of the whole industrial chain of hydrogen production, hydrogenation station, hydrogen fuel cell, power system integration and vehicle demonstration operation.

But in fact, at present, there is no city in Guangdong, Hong Kong and Macao Bay area that can fully possess the whole industrial chain ecology of hydrogen energy industry development. Liao Shijun, Professor of South China University of technology and director of Guangdong Key Laboratory of fuel cell technology, analyzed that the cities in Guangdong, Hong Kong and Macao have different resource endowment and industrial base, so the entry point in the development of hydrogen energy industry is also different.

For example, as an important manufacturing town, Foshan has considerable accumulation in the vehicle manufacturing industry, so it mainly focuses on demonstration application and hydrogenation station in the process of cutting into the hydrogen energy industry; Guangzhou, on the other hand, relies on its strong scientific research foundation and talent advantages. Therefore, it undertakes more research and development functions in the development of hydrogen energy industry. Huangpu District and Nansha District have introduced a number of hydrogen energy R & D enterprises.

Jiang Lijun, chief expert of Youyan science and Technology Group Co., Ltd., once took Foshan as an example. Foshan hydrogen energy industry has begun to take shape, but its own hydrogen resources are limited and the price is high. It will be quite difficult to solve this problem only in Foshan.

Jiang Lijun believes that the above problems should be solved through regional cooperation and business model innovation of Guangdong, Hong Kong and Macao Bay area. Guangdong's hydrogen sources are mainly propane dehydrogenation project of Dongguan juzhengyuan and by-product hydrogen of petrochemical enterprises in Maoming and Zhanjiang. Foshan can cooperate with these cities to solve its own gas source problem.

In reality, Guangdong is planning to promote the layout and development of hydrogen energy industry according to this idea. In its action to cultivate new energy strategic emerging industrial clusters, Guangdong proposed that in the future, it would focus on the research and development of hydrogen core technology and advanced equipment manufacturing, and accelerate the cultivation of the whole industrial chain from hydrogen production and storage, loading and transportation, fuel cell stack, key parts and power system integration. At the same time, Guangdong has further made it clear that it is necessary to promote the construction of hydrogen fuel cell industrial parks such as Foshan (Yunfu) industrial transfer park, Guangzhou Development Zone, Foshan Nanhai and Gaoming District, establish Guangzhou Shenzhen high temperature fuel cell and system R & D and manufacturing bases, and establish high-end hydrogen energy equipment industrial clusters in Guangzhou, Foshan, Dongguan, Yunfu, Huizhou, Maoming, Dongguan, and Huizhou, Maoming, Dongguan Zhanjiang hydrogen energy storage and transportation industry cluster area.

This undoubtedly outlines a full of imagination of the hydrogen energy industry chain "blueprint".

Financial subsidies should have both advantages and disadvantages

On the other hand, since the Ministry of Finance and other departments released the signal that "the first batch of hydrogen energy demonstration city groups will be announced" in September 2020, the domestic hydrogen energy industry market has been waiting for the "national subsidy policy". As the hydrogen energy industry is still in the primary stage of development, it still needs to rely on policy driven, while the "national subsidy policy" has been pending, which has a certain impact on domestic hydrogen energy industry.

Li Rongjun, deputy general manager of Xiongchuan hydrogen energy technology (Guangzhou) Co., Ltd., said that the failure to implement national policies has led to a wait-and-see attitude of many enterprises“ Which cities can enter the list of demonstration cities? How much subsidy is there? Can subsidies cover costs? If there is no specific national subsidy policy, enterprises will not dare to bet, which is equivalent to "gambling."

However, some places even if they did not wait for the "national subsidy policy", also took out the real gold and silver to support the hydrogen energy industry. Guangdong, Hong Kong and Macao Bay area is a typical example. From 2018 to 2020, Foshan Nanhai continuously issued support measures for hydrogenation stations and hydrogen energy vehicles, with a maximum subsidy of 8 million yuan for the construction of a single hydrogenation station; Guangzhou Development Zone has also issued the "ten hydrogen energy" and "ten hydrogen energy" upgrading versions, and implemented the whole chain support. At present, the subsidy has exceeded 12 million yuan; In April this year, Shenzhen introduced subsidy policies for purchasing and leasing hydrogen energy trailers, with the maximum subsidies of no more than 300000 yuan and 60000 yuan for each hydrogen Trailer.

"In the early stage of the development of any emerging industry, there will be financial difficulties and narrow financing channels." Liao Shijun believes that in the early stage of the development of hydrogen energy industry, the government can give some support and play the role of angel fund to help the development and growth of hydrogen energy industry. However, in the process of support, it must be appropriate. When the industry or enterprise has a certain development ability, the government's support should be withdrawn in a timely manner. At this time, social funds should be guided to enter.

In fact, this has become a practice in Dawan district. Huangpu District of Guangzhou tried to replace the demonstration operation project relying solely on financial subsidies by the way of "government led bidding and enterprise market-oriented operation". In February this year, the District issued a public bidding notice for the procurement and leasing of 500 fuel cell dump trucks. State owned enterprises in the district purchased hydrogen fuel garbage trucks and then handed them over to enterprises with market operation experience. One of the successful bidders of the project is Xiongchuan hydrogen energy.

Li Rongjun believes that the purchase of hydrogen energy vehicles by state-owned enterprises in the district has solved the short board of huge capital investment in the early stage of operation enterprises, while handing over the operation of third-party enterprises has formed a kind of market-oriented business model exploration. This means that such a business model will be more conducive to the follow-up development of hydrogen energy industry when subsidies decline or there is no subsidy at all.

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