Why does Tesla dare to cut prices without a bottom line? How big is the $900 billion market cap bubble?
One
Listen to the thunder in the silence!
Hydrogen energy cars, really coming!
Just now, Shanghai Jiading District launched the "Hydrogen Fuel Cell Vehicle Industry Agglomeration Area Planning" and "Relevant Opinions on Encouraging the Development of the Hydrogen Fuel Cell Vehicle Industry (Trial)", starting from industrial policy and finance, and fully supporting the first breakthrough in hydrogen fuel cell vehicle technology, research and development, demonstration, application and industrialization.
According to reports, the hydrogen fuel cell vehicle industry agglomeration area planned by Jiading is located in the Tongji area of Anting Town, with a planning area of 2.15 square kilometers. According to the target, by 2025, the annual output value of the whole industrial chain of hydrogen energy and fuel cell vehicles in Jiading District will exceed 50 billion yuan.
Yes, you read that right, $50 billion! This will be located on the land of Shenzhou, a "hydrogen energy port" with world competitiveness!
Recently, the official landing of the "Hydrogen Energy Port" in Jiading, Shanghai, further illustrates the country's firm determination to explore and develop hydrogen energy vehicles.
Since the beginning of this year, hydrogen energy vehicles have increasingly become a big outlet. This year's "Government Work Report" for the first time included hydrogen in the document, proposing to "promote the construction of charging, hydrogenation and other facilities", which means that "hydrogen" stands on the Chinese energy stage.
First there was the "Grove Hydrogen Energy Vehicle" turned out, and then the first hydrogen energy sharing car project settled in Chongqing, a few days ago, the world's largest and highest-grade hydrogen fuel cell vehicle hydrogen refueling station was officially completed in the Shanghai Chemical Industry Zone.
Perhaps soon, you will see a hydrogen fuel cell powered buses, private cars through the streets, the car can not see the "black tail" of the exhaust pipe, the discharge is water; when the car is "hungry", the roadside hydrogen refueling station can easily give "nutrients"...
The goddess should be unharmed, and be amazed by the world!
Two
Some people may ask, aren't you engaged in lithium battery cars? How did you start working on hydrogen energy vehicles again?
The answer, perhaps, can be found in the photo below.
In May 2018, there was once a photo that attracted widespread attention! In the photo, the leader went to Hokkaido, Japan to visit the Toyota Motor Plant, and when he visited the hydrogen energy vehicle, his face became a little solemn!
The reason why the results in the figure appear may be because compared with the lithium battery cars represented by Tesla, hydrogen energy vehicles do show their unique advantages:
1, high energy efficiency: hydrogen energy energy density is extremely high, hydrogen fuel cells in battery density, performance and other aspects are far beyond the traditional lithium battery!
Take Tesla for comparison, Tesla fully charged can last up to 800 - 900 kilometers at a time, while Toyota hydrogen energy car Mirai can easily reach 1000 kilometers.
More importantly, it takes at least several hours for the average electric vehicle to be fully charged, while the hydrogenation process of hydrogen energy vehicles only takes a few minutes!
A few hours, a few minutes. Compared with the lack of endurance of electric vehicles and the pain points of charging time for a long time, hydrogen fuel vehicles have a crushing advantage.
2, long-term cost is low: in 2025, the price of hydrogen energy fuel cells is expected to be lower than that of electric vehicles, and the cost of fuel vehicles is comparable!
According to the research of the Energy Research Institute of the National Development and Reform Commission, the cost reduction rate of fuel cells will be significantly higher than that of lithium-ion batteries. In the long run, the cost of fuel cell vehicles in the future is expected to be lower than that of power battery vehicles, and the cost of fuel vehicles is comparable.
According to the latest news, Toyota can reduce the cost of hydrogen fuel cell vehicles to a level similar to that of today's hybrid vehicles by 2025 at the latest.
Considering that scarce materials such as lithium, cobalt, and nickel have rigid restrictions on the cost of lithium batteries, and are vulnerable to changes in the political environment in countries such as The Congo, the advantages of hydrogen fuel cell vehicles will undoubtedly be more obvious in the long run.
3, good environmental protection effect: hydrogen fuel cells from power generation to battery recycling and dismantling can almost do 0 pollution, the only "excrement" is water, its environmental value will be much higher than lithium battery electric vehicles!
One of the key reasons for our development of lithium battery electric vehicles is to protect the environment and rediscover the blue sky and white clouds, green water and green mountains.
But in fact, if you look at it from a full-cycle point of view, the environmental value of lithium battery electric vehicles may not be very ideal. For example, the electricity charged to electric vehicles often comes from thermal coal-fired power generation; the batteries of electric vehicles themselves will also cause pollution.
The problem of lithium batteries basically does not exist in hydrogen fuel cells!
The operating mechanism of hydrogen energy vehicles, to put it bluntly, is that hydrogen and oxygen compound reactions to generate water and electricity, release heat, generate electric power, and then push the vehicle through the electric motor. The car is extremely environmentally friendly during driving, and only water is discharged, which truly achieves zero emissions.
In other words, hydrogen fuel cells can almost achieve zero pollution from power generation to battery recycling and dismantling, and the only "excrement" is water.
It is precisely because of these advantages of hydrogen energy vehicles that up to now, countries including the United States, Japan, and South Korea have invested a lot of money in the field of hydrogen fuel vehicles to break through the preparation technology of hydrogen and ensure the safety of hydrogen energy batteries.
Historically. China's hydrogen production industry is still very strong, and its hydrogen production capacity is also at the forefront of the world. But in the past few years, we have indeed fallen behind.
Today, as the world's largest car consumer, China has also begun to catch up with the forefront of hydrogen energy vehicle research and development, which is an exciting signal!
Walk to the end of the water and sit and watch the clouds rise. We hope to see domestic auto companies, in the face of competition, hard work, overcome core technologies, and create a "hydrogen energy era" that belongs to China!
Three
The changes of the times are far beyond your imagination! The wheels of history are rolling, the waves are sandy, and only those who adapt to the changes of the times can stand at the head of the tide!
Apple Tesla panicked! While people are still marveling at Tesla's battery technology, another disruptor has emerged!
When Apple is still struggling to break through the production technology of electric vehicles; as everyone knows, the spoilers who really adapt to the future trend have just entered!
This historic moment, for China, is more than that!
You know, oil is the most precious resource in the world today, almost all of the industry, are inseparable from oil, however, China is not a big oil producer.
With the rapid development of the economy, China's demand for oil is increasing. In recent years, it has surpassed the United States to become the world's largest oil importer! According to current demand, by 2030, China's demand for oil will reach 800 million tons, and the proportion of imports will exceed 80%.
To ensure China's energy security and get rid of dependence on oil, we can only make new breakthroughs in new energy technologies with nuclear and hydrogen as the main energy sources!
That is to say, once China successfully uses new energy technology in various fields, it can not only avoid the problem of oil import security, but also fight back to become a leader in the new energy era.
I believe that this time, China will be able to seize the opportunity to overtake in this corner in the automotive field. I believe that China will be able to rewrite history in the era of new energy!
Come on, China! Come on, Chinese enterprises!