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A few days ago, three hydrogen energy companies including Yihuatong, Keweier, and JieHygen Technology have successively released news about entering or about to enter the capital market.
In sharp contrast to the "fire" in the capital market, the hydrogen fuel cell vehicle sales market is bleak.
From last year to the first half of this year, only 6,578 vehicles were sold in one and a half years, making it the automobile category with the largest year-on-year decline in the market.
The business model is not clear.
The reporter learned that there are currently 2,196 hydrogen energy-related companies across the country.
In the first half of this year, there were 242 newly registered companies.
On the one hand, companies have stepped into the field of hydrogen energy, and on the other hand, the sales of hydrogen fuel cell vehicles are cold.
Zhao Jishi, director of the Yunfu (Foshan) Hydrogen Energy Standardization Innovation R&D Center, believes that there are three main reasons for the market to be cold: first, objectively the new crown pneumonia epidemic has a great impact on the industry.
Hydrogen energy is originally a project that burns money.
Under the influence of the epidemic, Some projects, especially the demonstration and promotion plans, have been stranded, and the progress of infrastructure construction such as hydrogen refueling stations has also been affected, so vehicle sales have dropped significantly; second, the industry’s dependence on policies is still high, and the policies have not yet been issued, breaking the established plans of some companies , Coupled with the superimposition of the epidemic, the number of demonstration vehicles dropped sharply in the first half of the year; third, the current demonstration applications of fuel cell vehicles are mainly buses, and public transportation relies on the government to pay for the bill.
In the first half of this year, the economic growth of local governments is still weak.
A large amount of financial resources are spent in response to the epidemic, and the decline in "purchasing power" is also an important reason.
"Of course, this also shows that the current business model of fuel cell vehicle demonstration applications is not good.
It is not sustainable to rely solely on the government to pay the bill.
It is necessary to explore market mechanisms, stimulate market vitality, and attract more buyers to enter the market.
" Zhao Jishi Say.
Yang Dongchuan, an analyst at Hydrogen Cloud Chain, also believes that the current domestic fuel cell vehicle orders mainly come from government demonstration projects.
"At this stage, market sales have almost no market-oriented characteristics.
At the same time, government procurement is characterized by discontinuity and instability, and fluctuations in the production and sales of fuel cell vehicles are actually normal.
" There is a "false fire" in the capital market.
At present, the development of the hydrogen energy industry It is still in the introductory stage, and diversified applications are in the initial stage.
The industrial chain involved in hydrogen energy is very extensive.
In addition to hydrogen fuel power cells, it also includes hydrogen production, hydrogen storage, hydrogen transportation, hydrogenation and many other links.
The sluggish hydrogen fuel cell vehicle market is in sharp contrast with the fiery hydrogen energy-related capital market.
What is the actual situation behind the seemingly prosperous capital market? "If you want to develop, you must first invest.
Without funds and policies, it is difficult for the hydrogen energy industry to truly develop.
" Wang Haifeng, chairman of Zhejiang Fengyuan Hydrogen Technology Co.
, Ltd.
, believes that the current capital market seems to be hot.
But actually really voted Funds to support the fuel cell vehicle business or the upstream and downstream industry chain funds are very small.
Some listed companies just want to hype hydrogen energy related concepts in order to obtain financing and operate other projects.
On the other hand, many companies that are doing Series A and Series B financing have not been established for a long time, have not much cash flow, and have suffered serious losses.
However, their valuations are often billions of dollars and still attract a large amount of capital to enter the market.
Zhao Jishi believes: "On the one hand, there are indeed some companies that have'genuine products', their technologies have development prospects, their products have a high market share, and their industrial ecological layout is reasonable.
The'story' is well told, so it has sufficient influence and attraction to capital.
On the other hand, capital is full of expectations that policies that are conducive to the development of the industry are about to be introduced.
They believe that the industry has reached a turbulent point.
With the expected policy blessings, more premium investments will happen from time to time.
” The industry needs to stabilize expectations at present and speed up The advancement of independent technology to promote the reduction of the cost of core key components and the cost of the whole vehicle is still the top priority of the development of the hydrogen energy industry.
Yang Dongchuan said that the exploration of hydrogen sources should also become the focus of development.
"The operation scale of fuel cell vehicles in a region depends on the number of local hydrogen refueling stations and the supply of hydrogen sources.
At present, a set of hydrogen refueling station construction and operation methods have been explored in the industry, and many local governments are also refueling hydrogen.
Explorations have been made in terms of station approval and management, and the problem of hydrogen refueling station construction has been alleviated to a certain extent.
Therefore, hydrogen sources will become the focus of exploration in infrastructure construction.
" Wang Haifeng believes that hydrogen energy needs a stable The policy allows companies to make expected investment in accordance with the policy and create "explosive products" in a targeted manner.
Zhao Jishi expressed that it is optimistic that the explosive development of hydrogen energy will follow the promulgation of the implementation rules for hydrogen energy demonstration cities at the national level.
In sharp contrast to the "fire" in the capital market, the hydrogen fuel cell vehicle sales market is bleak.
From last year to the first half of this year, only 6,578 vehicles were sold in one and a half years, making it the automobile category with the largest year-on-year decline in the market.
The business model is not clear.
The reporter learned that there are currently 2,196 hydrogen energy-related companies across the country.
In the first half of this year, there were 242 newly registered companies.
On the one hand, companies have stepped into the field of hydrogen energy, and on the other hand, the sales of hydrogen fuel cell vehicles are cold.
Zhao Jishi, director of the Yunfu (Foshan) Hydrogen Energy Standardization Innovation R&D Center, believes that there are three main reasons for the market to be cold: first, objectively the new crown pneumonia epidemic has a great impact on the industry.
Hydrogen energy is originally a project that burns money.
Under the influence of the epidemic, Some projects, especially the demonstration and promotion plans, have been stranded, and the progress of infrastructure construction such as hydrogen refueling stations has also been affected, so vehicle sales have dropped significantly; second, the industry’s dependence on policies is still high, and the policies have not yet been issued, breaking the established plans of some companies , Coupled with the superimposition of the epidemic, the number of demonstration vehicles dropped sharply in the first half of the year; third, the current demonstration applications of fuel cell vehicles are mainly buses, and public transportation relies on the government to pay for the bill.
In the first half of this year, the economic growth of local governments is still weak.
A large amount of financial resources are spent in response to the epidemic, and the decline in "purchasing power" is also an important reason.
"Of course, this also shows that the current business model of fuel cell vehicle demonstration applications is not good.
It is not sustainable to rely solely on the government to pay the bill.
It is necessary to explore market mechanisms, stimulate market vitality, and attract more buyers to enter the market.
" Zhao Jishi Say.
Yang Dongchuan, an analyst at Hydrogen Cloud Chain, also believes that the current domestic fuel cell vehicle orders mainly come from government demonstration projects.
"At this stage, market sales have almost no market-oriented characteristics.
At the same time, government procurement is characterized by discontinuity and instability, and fluctuations in the production and sales of fuel cell vehicles are actually normal.
" There is a "false fire" in the capital market.
At present, the development of the hydrogen energy industry It is still in the introductory stage, and diversified applications are in the initial stage.
The industrial chain involved in hydrogen energy is very extensive.
In addition to hydrogen fuel power cells, it also includes hydrogen production, hydrogen storage, hydrogen transportation, hydrogenation and many other links.
The sluggish hydrogen fuel cell vehicle market is in sharp contrast with the fiery hydrogen energy-related capital market.
What is the actual situation behind the seemingly prosperous capital market? "If you want to develop, you must first invest.
Without funds and policies, it is difficult for the hydrogen energy industry to truly develop.
" Wang Haifeng, chairman of Zhejiang Fengyuan Hydrogen Technology Co.
, Ltd.
, believes that the current capital market seems to be hot.
But actually really voted Funds to support the fuel cell vehicle business or the upstream and downstream industry chain funds are very small.
Some listed companies just want to hype hydrogen energy related concepts in order to obtain financing and operate other projects.
On the other hand, many companies that are doing Series A and Series B financing have not been established for a long time, have not much cash flow, and have suffered serious losses.
However, their valuations are often billions of dollars and still attract a large amount of capital to enter the market.
Zhao Jishi believes: "On the one hand, there are indeed some companies that have'genuine products', their technologies have development prospects, their products have a high market share, and their industrial ecological layout is reasonable.
The'story' is well told, so it has sufficient influence and attraction to capital.
On the other hand, capital is full of expectations that policies that are conducive to the development of the industry are about to be introduced.
They believe that the industry has reached a turbulent point.
With the expected policy blessings, more premium investments will happen from time to time.
” The industry needs to stabilize expectations at present and speed up The advancement of independent technology to promote the reduction of the cost of core key components and the cost of the whole vehicle is still the top priority of the development of the hydrogen energy industry.
Yang Dongchuan said that the exploration of hydrogen sources should also become the focus of development.
"The operation scale of fuel cell vehicles in a region depends on the number of local hydrogen refueling stations and the supply of hydrogen sources.
At present, a set of hydrogen refueling station construction and operation methods have been explored in the industry, and many local governments are also refueling hydrogen.
Explorations have been made in terms of station approval and management, and the problem of hydrogen refueling station construction has been alleviated to a certain extent.
Therefore, hydrogen sources will become the focus of exploration in infrastructure construction.
" Wang Haifeng believes that hydrogen energy needs a stable The policy allows companies to make expected investment in accordance with the policy and create "explosive products" in a targeted manner.
Zhao Jishi expressed that it is optimistic that the explosive development of hydrogen energy will follow the promulgation of the implementation rules for hydrogen energy demonstration cities at the national level.
