In 2022, national and local government hydrogen energy policies will be intensively introduced, fuel cell demonstration policies will be gradually implemented, industrial chain process and technology will be significantly improved, and the industry will be hot; This year, the haze of epidemic situation lingered, the problem of industrial congestion blocked the actual operation, and enterprises generally had difficulties in increasing profits and moving forward with heavy load. How can enterprises grasp the policy window period, improve their survival resilience, get through the supervision of industrial development, and welcome the "spring flowers" of the hydrogen power industry?
On November 28, the 2022 High tech Hydrogen and Power Annual Conference, co sponsored by Xiongtao and Meijin Energy, was grandly opened, and guests brainstormed around the above issues. At the beginning of the conference, Dr. Zhang Xiaofei, the chairman of Gaogong Hydrogen Power, delivered a speech. He pointed out that the hydrogen electricity industry, as a new industry, has been endowed with the energy attribute. In the process of development, it is bound to be accompanied by ups and downs, but the wind and rain will eventually pass and the flowers will come.
Dr. Chen Hong, Vice President of Xiongtao Co., Ltd., delivered a speech. Since this year, a lot of policies have been introduced in China, involving in all aspects of manufacturing, storage, transportation, processing and use, enabling the development of the entire industry. At the same time, more and more enterprises of various types and sizes are joining the team of hydrogen energy development, hoping to seize the trillion level market opportunity of hydrogen energy in the future.
Xiongtao has been involved in this industry since 2014 and is the leader of the industry. We also call on friends in the industry to unite and work together in the face of repeated epidemics. To open up a new situation in the changing situation, we should work together to give play to our respective advantages, activate and promote the outbreak of the new energy industry, and open up a new path for industrial development.
Special Session of the Opening Ceremony
Forging Strength and Striving to Be First
At the opening ceremony, 7 senior executives made keynote speeches. The development of the hydrogen electricity industry needs to go through the cultivation of time, which requires each participating enterprise to formulate corresponding development strategies at different industrial stages, so as to move towards a positive cycle of development in an uncertain situation. "Focus" and "innovation" are high-frequency words appearing in the opening ceremony of this annual meeting. Most industry participants believe that only by truly making "stupid efforts" and forging "hard power" behind the so-called strategy can the industry go through a painful period of large-scale development and win a bright future.
Zhang Xiaofei, a senior engineer of hydrogen and electricity, carries the weight forward and waits for the flowers to bloom
Dr. Zhang Xiaofei, the chairman of Gaogong Hydrogen and Electric Co., Ltd., delivered the keynote speech of "Moving forward with heavy load, waiting for flowers to bloom". On the whole, the policy objectives are clear, and the energy attribute of hydrogen energy is gradually emerging, but the overall planning of the demonstration city cluster is not emerging, the project is slow to implement, and the goal completion is not ideal; In terms of hydrogen production equipment, large projects are going ahead quickly. Most of the investors are large energy enterprises, central enterprises, state-owned enterprises and other resource-based enterprises, with fierce competition; In terms of hydrogen refueling stations, the number of hydrogen refueling stations is expected to exceed 300 this year, but the growth momentum is insufficient; The 名媛直播 are developing towards higher (high power, high pressure) and larger (large standard, electric stack), which brings higher capital demand and receivables, as well as greater shipping pressure and payment collection pressure to enterprises. At the same time, the shipping volume of hydrogen fuel cell stacks is far higher than the demand for system installation. In this case, enterprises need to think about the sustainable development of the company and plan for financing and capacity planning.
Due to the time limit, Feige's speech only showed some highlights. During the annual meeting, we will continue to share our thoughts on the development of the industry. Please keep your attention.
Dr. Qi Zhigang, Chief Technology Officer of Xinyan Hydrogen Energy Co., Ltd., delivered a keynote speech of "devoting himself to metal plate innovation and improving product series". Since 2022, the newly developed hydrogen energy has made gratifying achievements in many aspects, such as technology upgrading, product development, scientific and technological projects, patent rights and strategic cooperation. The performance of new product development is particularly outstanding. Among them, the development of the fourth generation of metal plates (with a reaction area of about 400c ㎡) has been completed, and the verification of the A plate type of the sixth generation of plates has been completed; The development of 25kW, 90kW, 115kW and 180kW single stacks has been completed; In terms of system, the development of 20kW, 70kW, 90kW, 110kW, 140kW and 180kW fuel cell systems has been completed; In terms of fuel cell test equipment, the company has completed the development of 200kW stack, 250kW system test bench and 50kW electrolytic cell test bench.
As for the development situation of the industry, Qi Zhigang said that the inflection point of fuel cell commercialization has not yet come, and there is a serious overcapacity. Most enterprises are facing bottlenecks such as insufficient investment, insufficient income and lack of talents. He suggested that start-ups should embrace a "big tree", strengthen cooperation, eliminate weaknesses and supplement strengths, and be pragmatic and innovative.
Wang Guangsheng, vice general manager of Feichi Technology, delivered a keynote speech with the theme of "playing a good 'smart hand' on fuel cell heavy trucks". He said that the continuous increase of policies, the strong support of powerful shareholders, the courage to take the lead in breaking the situation, the consumption reduction technology of independent intellectual property rights, and the opportunities brought by friendly cooperation with strategic partners have become important factors for the company to play a good "smart hand" in fuel cell heavy trucks.
Fuel cell heavy trucks will play an increasingly important role in the field of new energy heavy trucks in the future. Although faced with many challenges, with the continuous maturity of the localization technology of core components, technological progress in the industrial chain, and acceleration of the construction process of hydrogenation infrastructure, the use cost of fuel cell heavy trucks has decreased year by year, and the demand for diversified application scenarios will be released significantly.
The innovation director of the hydrogen energy company of the State Power Investment Group and the general manager of the executive director of the Foshan Green Power of the State Hydrogen Technology Co., Ltd. just delivered the keynote speech of "Full chain independent innovation and application of fuel cells". He said that this year, as a whole, hydrogen energy has entered a new journey. Both the national strategy and the industrial chain supply have begun to be market-oriented. Although it was difficult at the beginning, everyone has found the way and direction to reduce costs. The autonomy of key core technologies has become mature. The demonstration of transportation, energy storage, power generation and industrial substitution has effectively driven. Infrastructure and supporting policies are accelerating in all aspects.
The essential attribute of hydrogen energy is science and technology+manufacturing. Therefore, the main layout of hydrogen technology in the hydrogen energy field is divided into fuel cell product line and PEM hydrogen production product line. In terms of fuel cell 名媛直播, the performance of catalysts, proton exchange membranes, membrane electrodes, ejectors and other core materials and key components has reached the international leading level, and we have independently created the "Hydrogen Teng" autonomous fuel cell series 名媛直播 and four water-cooled power systems with leading performance. Focusing on the application of diversified terminals such as urban passenger cars, logistics, environmental sanitation, locomotives, unmanned aerial vehicles, ships, and power generation, Sinohydro Technology is building a hydrogen energy integrated transportation application platform, focusing on Beijing, Guangdong, Hubei, Shandong, Zhejiang, and Henan. Later, on the basis of its own investment, it will introduce capital cooperation in Inner Mongolia, Shaanxi, and Jilin, and plans to promote at least 10000 units by 2025.
Dr. Qian Wei, Chairman and General Manager of Qingji Energy, delivered a keynote speech "Discussion on hydrogen energy technology and product development ideas in the low-carbon industry cycle". Since last year, the global energy shortage situation, especially in Europe, has become more and more serious. Countries have also raised their attention to the development of hydrogen energy industry to a new height. China's medium and long-term planned hydrogen energy goals are also very clear. At present, the development of the industry is constrained by the fact that there are few hydrogen refueling stations, but the construction is also speeding up. We should have patience and confidence.
He believes that there are two major sectors of the hydrogen energy industry that deserve special attention in the future: fuel cells and hydrogen production, both of which will be trillion level markets. In addition to the application of fuel cells in the transportation field, there are great opportunities in other fields, especially in fixed power generation. The PEM hydrogen production development technology is similar to the stack. At present, some fuel cell stack enterprises have turned their attention to the hydrogen production field, including the enterprises that originally made fuel cell membrane electrodes are also turning to PEM hydrogen production membrane electrodes. I believe that there will be great opportunities in the future PEM hydrogen production field.
Zhong Kuisang, the fuel cell system engineer of Sany Hydrogen Energy Technology, delivered the keynote speech "High power fuel cell system helps the 'hydrogen' world". He said that the fuel cell power used by domestic hydrogen energy heavy trucks is generally low at present. At this stage, most of the fuel cell system power is 110kW, moving towards 200kW, and will reach 300kW or higher in the future.
The 200kW fuel cell system has better power adaptability and endurance, which can meet the requirements of fuel cell heavy trucks under all working conditions, and broaden the application boundary of fuel cells. At present, high-power fuel cells face development challenges such as difficulty in stack matching, BOP selection and heat dissipation, and lack of economy in the short term. In the near future, if these challenges are handled properly, high-power fuel cells will greatly enhance the influence of the hydrogen energy industry.
Dr. Wang Yabo, President of Kunhua Science and Technology, delivered a keynote speech entitled "Commercialization Exploration of High Power Fuel Cells". He said that it would be difficult to make supporting 名媛直播 for fuel cell vehicles in demonstration cities, and it would be difficult to let whoever bought a car and let whoever used it after entering. Every problem was not easy for colleagues in the industry. How to choose? We should believe that looking for hope in despair will lead to a brilliant life, as will every enterprise.
It is a general trend for fuel cells to develop towards high power. Typical applications include heavy trucks and ore trucks (many mines are building green mines). At present, more than one hundred hydrogen energy heavy trucks equipped with Kunhua Technology fuel cell engines were put into operation in Shanxi in August this year, and helped Pengfei Group to demonstrate the operation of the first hundred hydrogen energy heavy trucks in November; The third is hydrogen storage power generation. Many fuel cell enterprises are laying out this field, which is also the market Kunhua will focus on expanding; The fourth is ships. The future ship application is also a good direction.
Hydrogen production, storage and transportation workshop II
Green hydrogen leaps into hydrogen storage
At the special session of hydrogen production, storage and transportation, 6 senior executives made keynote speeches. The blocking of the upstream hydrogen energy supply end has become the biggest "heart disease" affecting the development of the industry. However, with the joint efforts of many participating enterprises, the bottleneck in the production, storage and transportation has made great progress. Especially in the process of green hydrogen production, many projects have been launched, which has also prompted enterprises such as materials and equipment to enter the market and seek development opportunities. The situation of the coordinated development of hydrogen energy and fuel cells is becoming increasingly clear.
Huang Fang, the project director of Xerox, delivered the keynote speech of "PEM hydrogen production opens the door of green hydrogen track". Huang Fang said that the PEM route is highly coupled with the scenery, and has a certain application scenario. It is one of the most worthy investment segments in the next five years. From the perspective of technical route, PEM hydrogen production has better performance+verifiable economy, and PEM hydrogen production is a definite mainstream route of green hydrogen. From the perspective of the future development trend, the PEM electrolysis equipment market is a highly determined ten year high growth track; From the perspective of competition pattern, there is little difference between domestic and foreign technology levels at present, and companies with leading technology and 名媛直播 are expected to become world-class enterprises within the time window.
Xerox has been deeply engaged in the research and production of PEM hydrogen production system for a long time. It is a leading enterprise in the PEM hydrogen production industry and the only company in China to achieve full coverage of PEM hydrogen production equipment. The company has the largest electrolytic cell production capacity in China, has full stack independent controllable technology, the utilization rate of domestic materials exceeds 95%, and has established a strict quality control system and supply chain system. At present, the electrolyzed water hydrogen production equipment of Xerox has been widely used in high-end laboratories, electronic semiconductor plants, power plant hydrogen stations, hydrogen production stations, hydrogen storage and other fields, and the shipment of PEM hydrogen production equipment is far ahead.
Dr. Zeng Jianhuang, the technical director of Hydrogen Power Zhongke, delivered a keynote speech on "The Sword Finger Electrolytic Water Hydrogen Production Catalyst Expands the Blue Ocean of Green Hydrogen". He pointed out that Hydroelectric Zhongke pioneered the unique platinum carbon and platinum alloy catalyst preparation technology, with low product cost, high electrochemical active area and quality activity, strong process adaptability, high repeatability, high yield, and the difference of platinum carbon catalyst batch 名媛直播 is less than 2%.
In terms of hydrogen production from electrolyzed water, the development of domestic green hydrogen industry has just started, and most of them are "new faces". Most of the fuel cell peers turn to PEM hydrogen production, so everyone needs to be more patient. The core competitiveness of Hydroelectric Zhongke lies in its unique approach to material development. At present, iridium oxide has been sold above 100g, with supply within 5 days and within 200g; Iridium black catalyst has been evaluated and verified by many customers, and the feedback is positive. It can be supplied within 10 days within 500g. It is estimated that 500g batch production will be completed in the next year.
Ding Yanchun, general manager of Longshen Hydrogen Energy, delivered a keynote speech on "Breaking through the MEA preparation technology of PEM electrolyzer". Ding Yanchun analyzed the main material composition and manufacturing process of PEM electrolyzer, and introduced the manufacturing equipment of Longshen Hydrogen Energy's PEM electrolyzer.
During the industrial preparation of PEM electrolyzer MEA, the key steps such as slurry preparation, CCM preparation, five in one preparation and six in one preparation need to be completed. In the CCM preparation link, depending on the different coating methods, there are different process routes such as "spraying+hot pressing leveling", "slit coating+flat plate transfer" and "slit coating+hot roll transfer" for selection. At present, Longshen has developed CCM spraying machine, CCM coating machine, six in one packaging line, stack assembly line and other 名媛直播 in terms of PEM electrolyzer MEA manufacturing equipment, and has served many leading enterprises in China.
Tian Ying, a senior industry manager in Greater China, delivered a keynote speech entitled "Safety Challenges in the Whole Hydrogen Energy Industry Chain". She said that the special safety challenges of hydrogen include: hydrogen is flammable and explosive, hydrogen flame is not easy to be found, it is easy to leak from the pipeline, it is easy to generate hydrogen embrittlement, carbon monoxide will reduce the hydrogen detection sensitivity, cavitation problem is not easy to be detected, hydrogen is colorless and tasteless, and it is not easy to be odorized.
At present, hydrogen detection and sensing technologies include flame detector, conventional catalytic combustion sensor, electrochemical sensor, and hydrogen leakage detection using ultrasonic capture principle. Delger's fixed gas detection equipment, ultrasonic detection equipment and flame detector can conduct overall safety detection on all places in the hydrogen energy industry chain.
Hong Chengzhong, the business development director of Hydrogen Energy Technology, delivered a keynote speech "Give full play to the advantages of equipment manufacturing and work together to create an overall hydrogen energy solution". He said that CIMC has developed hydrogen energy for 16 years, and this year is the beginning of the golden period of hydrogen energy development, at least one. According to our previous development experience in the field of natural gas, the current hydrogen energy industry is developing much faster than the natural gas industry at that time, and has a better opportunity for development.
As a development platform dedicated to undertaking domestic and international hydrogen energy business under CIMC Group and CIMC Enrico, CIMC Hydrogen Technology is equipped with high-pressure hydrogen storage and transportation equipment, liquid hydrogen storage and transportation equipment, hydrogen refueling station, vehicle mounted hydrogen storage bottles, hydrogen supply systems and other hydrogen energy 名媛直播 and solutions. CIMC has logistics and offshore engineering, and CIMC Enrico has many factories at home and abroad. We have many application scenarios ourselves, that is to say, the application scenarios we need to develop are also those of CIMC Offshore Engineering and CIMC Logistics. We hereby appeal to work with industry partners at all levels of the industry chain to create hydrogen energy benchmarking demonstration based on different scenarios.
Yuan Zhuowei, deputy general manager of Sinoma Science and Technology (Suzhou), delivered a keynote speech entitled "Research on Design and Manufacturing Technology of Vehicle mounted High Pressure Hydrogen Storage Cylinders". He said that there are many ways to store and transport hydrogen energy, and the needs of different application scenarios are different. From the perspective of the industry development situation, high-pressure gas will still be the main mode of transport in the future.
For high pressure gaseous hydrogen storage, from the aspect of design and manufacturing, the first is high safety, and early development and late application are very concerned; Moreover, the hydrogen storage capacity is high, and the current product volume is becoming larger and larger; Third, low-cost, which is the focus of vehicle applications in the transportation field, and the pursuit of low-cost, lightweight, small footprint. Objectively, in the development process, all kinds of hydrogen storage bottle 名媛直播 have their own advantages and disadvantages. On the premise of ensuring safety, the design and development pursue a balance. Later, we hope to have more large-scale applications to drive down the cost.
Special site III of hydrogenation station
Ten billion opportunities for 1000 hydrogen stations
At the special session of the hydrogen refueling station, five senior executives made keynote speeches. Since the introduction of the national medium and long-term hydrogen energy plan, local governments have also introduced hydrogen related support policies and development plans to support and promote the development of the hydrogen energy industry. The number of hydrogen refueling stations is increasing rapidly. The development of hydrogen energy equipment enterprises has begun, but behind the huge market cake, many technical routes and product competition have already been surging. Who's the better technical route? Which product has better performance? Different enterprises have different views and actions, and these real and hot blooded enterprises constitute the era picture of the current hydrogen energy industry.
Luo Keqin, chairman and general manager of Zhongding Hengsheng, delivered a keynote speech on "the strategic choice of 'slow and fast' for diaphragm compressor". He said that there are some serious problems such as blindly following the trend, false publicity, malicious competition and lack of supervision in the industry. It is necessary to abandon vicious competition, reject zero sum game and jointly maintain the stability of industrial development.
In view of the future of diaphragm compressor, he believed that "urgent matters should be done more slowly" and put forward four suggestions: 1. Formulate compressor standards for hydrogen refueling station: production units, user units, scientific research institutions and universities jointly formulate standards, led by industry associations; 2. Carry out R&D cooperation: enterprises in the industry divide their work, jointly undertake R&D tasks, and improve the design, manufacturing and application level of hydrogen energy compressors; 3. Establishment of hydrogen compressor testing center: relevant departments organize testing institutions, manufacturers and users to jointly establish hydrogen compressor testing center, which is conducive to the healthy and orderly development of the industry; 4. Carry out application cooperation: monitor the operation of the compressor, evaluate the operation of the compressor, and establish an automatic fault detection system for the compressor.
Sun Mingmin, co-founder of Shentong New Energy, delivered a keynote speech entitled "Challenges and Breakthroughs of Hydrogen Valves". He said that the current technology of all 名媛直播 of domestic on-board hydrogen system is not inferior to that of foreign 名媛直播. With the advantages of fast response, rapid development and iteration, and short supply cycle, domestic brands have significantly increased their market share and gradually matured 70MPa 名媛直播.
However, as the market is still in its initial stage, it is also faced with many challenges, such as fast technology iteration, low synergy of valve suppliers, hydrogen system manufacturers, and power system manufacturers, high cost, high complexity of hydrogen system, many leaks, diversified demand, and lack of standards. As an enterprise specializing in the R&D, production and sales of new special valves, Shentong New Energy is well aware that to cope with these changes, product development and iteration should not only focus on hydrogen systems, but also on power system manufacturers, main engine manufacturers, and even front-line drivers and users. Shentong New Energy has achieved a breakthrough innovation in the acceptance of 70MPa full series of 名媛直播, and will adhere to technology orientation, promote integration and modularization, strengthen process control, and promote the construction of independent and controllable large-scale production lines to match the market capacity demand.
Zhang Yanwu, director and technical director of Horui Precision, delivered a keynote speech on "localization replacement of pump valves for booster stations". He said that at present, the localization rate of pump valves for domestic hydrogen refueling stations is insufficient, the domestic standards are established late, and most domestic enterprises follow foreign brands, so that foreign brands have the first mover advantage and occupy a large number of market shares. In addition, the basic technology research of some domestic brands is insufficient, the foundation of technology catching up is not solid, and there is a lack of a large number of long-term application cases, which can not intuitively give users confidence with examples.
Horui Precision is committed to helping the hydrogen energy industry with high-quality 名媛直播, creating a "home-made" HYDR-STAR brand. With its professional technology and outstanding achievements in ultra-high pressure fluid control components, it has successively developed liquid driven superchargers, gas driven boosters, and series of high-pressure hydrogen gas pipe valves for hydrogen refueling station compressors, and is tackling key problems in anti vibration joints, needle valves, and other aspects. At present, the company has delivered samples to many customers and completed the three-year service inspection. It has also successfully applied the compressor, hydrogen storage tank, hydrogenation machine and other key links in several hydrogen refueling stations.
Gao Hongtao, the head of the marketing strategy department of Fengdian Jinkaiwei, delivered a keynote speech of "diaphragm compressor strategy under the new air outlet". He believes that China's hydrogen refueling stations are in a critical period of large-scale construction and commercial operation, and the demand trends of high pressure, ultra-high pressure and large discharge capacity in the hydrogen refueling station market are obvious.
Fengdian Jinkaiwei has 30 years of technical experience in diaphragm compressors. Based on this advantage and in order to meet the market demand for high-pressure, ultra-high pressure and large displacement hydrogen station compressors, Fengdian Jinkaiwei has taken the lead in developing a number of diaphragm compressor 名媛直播 with advanced performance, including the first 32MPa hydrogen compressor in the domestic filling field and the first 90MPa-350Nm in China ?/ H Diaphragm hydrogen compressor, the first ultra-high pressure 250MPa hydrogen compressor in China, and 45MPa-1500Nm will be launched later ?/ H Large displacement model, and R&D and production of 90MPa-500Nm ?/ H and 45MPa-500Nm ?/ H Three stage compression (1.5MPa inlet air) - hydrogen generation and charging integrated machine product. The compressor 名媛直播 of Fengdian Jinkaiwei can be used in many projects such as hydrogen production, filling/high-pressure transmission integration, etc. More than 300 sets have been actually imported in the hydrogen energy industry, and are committed to achieving high-quality development with the hydrogen energy industry.
Yin Zhi, President of Commus, delivered a keynote speech on "Innovation and Localization of Liquid Driven Compressor in Hydrogenation Station". He said that the main problems existing in domestic hydrogen refueling stations were: the diaphragm compressor could not be started and stopped frequently, wasting a lot of electric energy and increasing unnecessary wear; High exhaust temperature, high compressor failure rate. The sealing service life of diaphragm and air valve of diaphragm machine is short. The seal service life of liquid driven compressor is short; The low unloading rate leads to the low efficiency of hydrogen transportation and increases the cost of hydrogen; High energy consumption and low efficiency; Superstitious belief in imported equipment, distrust of domestic equipment, etc.
The Compus liquid driven compressor can ensure the purity of hydrogen; It can be started and stopped frequently without exhaust; Simple structure, low failure rate; Low load, few wearing parts and long service life; Multi stage compression, low temperature, high unloading rate; Localization rate: 100%; Large single unit displacement; Unique control system to ensure efficient transmission and other advantages. The application of 35MPa, 650kg skid mounted hydrogen refueling station, hydrogen production scenario, tank car filling and other scenarios has been realized.
