Recently, fuel cells ignited. On February 11, China's hydrogen energy and fuel cell industry innovation strategic alliance was formally established in Beijing. Ms. Wan Gang, Minister of Science and Technology, Miao Wei, Minister of the Ministry of Industry and Information Technology, Xiao Yaqing, Director of the State-owned Assets Supervision and Administration Commission, and Nuer Bakeli, Director of the Energy Bureau Other major leaders attended the establishment of the alliance. At the same time, fuel cell industrial parks were recently established in Shanghai, Wuhan and Guangdong.
On February 6th, Shanghai's first 'hydrogen and fuel cell industrial park' was unveiled in the 'Circle Tongzhi Chuangzhicheng' located in Anting, Jiading. Tongji University, Shanghai Automotive and other research institutions entered. As Jiading builds world class An important part of the automobile industry center, the industrial park focuses on the development of the hydrogen energy industry. It will introduce fuel cell vehicle power system integration and key component companies, and supporting enterprises in the hydrogen industry to form a complete industrial chain. December 21st, In the Wuhan Development Zone (Hannan District), the company has invested 11.5 billion yuan to build a hydrogen fuel cell industrial park in the region. It is mainly engaged in the research, development and production of hydrogen fuel engines. It seems to be another important power source for electric vehicles. Fuel cells have attracted attention and are moving toward industrialization.
To date, the majority of the power sources for electric vehicles have adopted three-cell lithium batteries, including Tesla in the United States, BYD in China, and Yinlong buses are powered by three-cell lithium batteries. It can be said that Sanyuan Li Batteries are currently the most important genre of electric vehicle power. Although ternary lithium batteries have a series of advantages, and have accumulated industrial experience in a wider range of applications, but only three lithium batteries are used as power sources for electric vehicles. There are also some worrying places.
First, the charging time and cruising distance have always been places where lithium battery electric vehicles have been working hard to improve. Despite great progress, there are still gaps compared to traditional fuel vehicles. The second is the recycling of used lithium batteries, although some people have said that Solved, but I think that the recycling of a large number of used lithium batteries has not been solved. Lithium, as a metal, cannot be considered as a bulk mineral in nature. In the past two years, due to the application of lithium batteries, lithium has been used. The price has tripled. However, the proportion of electric vehicles in the current vehicle ownership is very small. If lithium-battery-powered electric vehicles continue to be developed in the future, even if it accounts for 10% of car ownership, I am afraid that lithium resources Will also be in short supply.
In addition, preventing the risk of spontaneous combustion of lithium batteries is still a major safety issue. Therefore, I have always believed that ternary lithium batteries will occupy a considerable share of the power of electric vehicles, but we cannot bet on the power source of electric vehicles in lithium batteries. In terms of technology, we should pay attention to the development and application of fuel cells. I saw that Toyota Toyota of Japan also said that Toyota has developed a fuel cell car.
I also know that although the industrialization of fuel cells using hydrogen energy as an energy source will encounter many difficulties, for example, the preparation, storage, transportation, and refueling of hydrogen have yet to be completed, but after all, hydrogen is widely distributed in nature. High density. The cruising distance is much easier to do than a Li-battery car. Therefore, when we develop an EV with a ternary lithium battery, we must not bet on this kind of technology. We must pay attention to the development and application of fuel cells. Now we have seen that fuel cells have attracted widespread attention. We hope to realize industrialization as soon as possible, realize the overtaking of China's auto industry, and seize the world's peak in the field of new energy vehicles.
The current share of EVs based on ternary lithium batteries in car ownership is still very small, which has triggered a sharp rise in the prices of cobalt, nickel and lithium. Now we are talking about formulating a timetable for the elimination of fuel vehicles. How much lithium-cobalt-nickel raw material will be needed at the time? After all, lithium and cobalt cannot be regarded as bulk minerals on the earth. There is also the issue of environmental recycling of lithium batteries, overcoming the technical difficulties of short cruising range and long charging time. So I recently called for Lithium-ion battery-based new energy vehicles in the dynamic situation should pay attention to the development and application of fuel cells. After seeing this article, I put my articles on fuel cells again, I hope to cause new energy industry thinking.
