Tianding Securities: The battle for new energy, China Electric VS Japan Hydrogen, who is right?

2020/11/1716:08:03 car 2713

my country began to encourage the development of new energy vehicles in 2008, and it has been 12 years now. But the real development of electric vehicles has actually been in recent years, especially after Tesla entered China and new car manufacturers began to deliver on a large scale, new energy vehicles have truly entered our lives.

Looking at our neighboring country, Japan, it is a nationwide effort to develop hydrogen fuel cells. So China uses electric energy and Japan uses hydrogen energy. Who is the king of new energy vehicles?

Tianding Securities: The battle for new energy, China Electric VS Japan Hydrogen, who is right? - DayDayNews

Let’s first understand what is a hydrogen fuel cell? The

hydrogen fuel cell is a battery that uses hydrogen, a chemical element, to store energy. To put it simply, dry batteries and accumulators are energy storage devices that store electrical energy and release it when needed. Hydrogen fuel cells are power generation devices that, like power plants, directly convert chemical energy into electrical energy. Electrochemical power generation device.

Hydrogen fuel cell vehicle masterpieces are Toyota’s Mirai and Honda’s Clarity fuel cell passenger vehicles.

Toyota made it clear that the comprehensive cruising range of the second-generation Toyota Mirai will reach 700-750km. By 2025, the cruising range will be increased to 1,000km.

Tianding Securities: The battle for new energy, China Electric VS Japan Hydrogen, who is right? - DayDayNews

However, the potential safety hazards of hydrogen fuel cell vehicles cannot be ignored. In terms of storage, the transportation of hydrogen fuel is quite a big iron ball. The transportation cost is as expensive as the production cost. Hydrogen is also easy to explode. Someone once jokingly said: "Hydrogen fuel vehicles are mobile coffins." Once a hydrogen car explodes, there is basically no possibility of salvation. Therefore, in terms of safety, electric vehicles are safer and more reliable than hydrogen vehicles.

Secondly, the construction cost of hydrogen refueling station is very high. In Japan, building a medium-scale hydrogen refueling station costs 450 million yen. In order to alleviate the huge construction cost required for the construction of hydrogen refueling stations, the Japanese government has established a "hydrogen supply equipment maintenance and business subsidy fund" system to provide 250 million yen in subsidies for each hydrogen refueling station. In addition, hydrogen production and transportation have cost and technical constraints.

Look at electric vehicles. According to data from the Ministry of Industry and Information Technology, as of September this year, the total number of charging stations built across the country reached 42,000, the number of power exchange stations reached 525, and the number of various charging piles reached 1.42 million, with a vehicle-to-stack ratio of approximately 3.1:1. That is, there are about 1 charging pile for every 3 vehicles. Therefore, the anxiety of charging electric vehicles in China is not so serious.

and the supply of electric energy is much more convenient than hydrogen. Hydrogen energy and electric energy are also secondary energy sources, both of which come from the conversion of primary energy sources such as coal, oil, natural gas, and solar energy. It's just that electrical energy has more advantages than hydrogen energy in terms of production. At present, the domestic photovoltaic technology is relatively complete, and it has achieved a consumption level of 0.1 yuan. In the days to come, it is also very possible for solar power generation to achieve a continuous supply of electric energy.

Since it is so difficult, why does Japan choose hydrogen energy? The reason for

is very complicated, and accident implies necessity.

From the perspective of energy: Japan's conventional energy is extremely scarce, energy supply mainly depends on imports, and energy security is under great pressure. Choosing hydrogen energy may be to completely resolve the energy problem.

From the perspective of environmental protection: whether it is a hybrid car or a plug-in hybrid car, most of the batteries used in the production process need to use some fossil fuels, and subsequent pollution is serious. For Japan, this new energy environmental protection is not thorough. Therefore, it is not suitable for them to promote vigorously.

compares Tesla’s pure electric vehicles with Toyota’s hydrogen fuel cell vehicles. These two new energy vehicles are not opposite technical routes. They have their own advantages and values, which can meet the consumer needs of different scenarios. No one is better. It can only be said that the adaptation environment is different, and the road to development is still very long.

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