Current Situation of Hydrogen Energy and Fuel
Cell Industry in Shanghai, China-Government Promotion Policies and Business
ECO-system in China

Yizheng QIUChairman of Shanghai Green Frog Technology Co., Ltd.
Senior Researcher (China Specialist) of Overseas Environmental Cooperation Center, Japan
Email: qiu@oecc.or.jp / qiu@green-frog.cn
12• Introduction• Mainstream Driving for Introducing Hydrogen Energy in
China• Promoting Polices in China and Shanghai• Current Situation of Hydrogen Energy and Fuel Cell
Industry in China and Shanghai• Business Ecosystem in Shanghai• Suggestion for China-Japan Cooperation
3

Introduction
OECC is a semi-public organization bringing together a wide range of members, including consulting firms,
manufacturing companies, local governments and multi-stakeholder associations. To helping realize a global sustainable
society, OECC is implementing research, studies, and capacity building in the field of environment and development
cooperation with developing countries.
OECC is undertaking a number of cooperation projects between Japanese and Chinese national/local government topromote introducing Japanese advanced co-benefits approach such as hydrogen energy and fuel cell technology toresponse CO2 and air pollutants emission issues in China.

⚫ Hydrogen Energy⚫ Fuel Cell Technology

4Introduction
上海绿青蛙科技有限公司
Shanghai Green Frog Technology Co., Ltd. (SH Green Frog)SH Green Frog is focusing on building the bridge for promoting the hydrogen energy and fuelcell technology and business cooperation between China and Japan. The idea comes theleapfrogging from to realizing carbon society towards to hydrogen society.
SH Green Frog providing multi-latitudes consulting services, including information platforms氢能泡泡(Hydrogen POP) and SHAHGHAI-OSAKA Hydrogen Energy Industry Cooperation
Platform, technological capacity building, marketing survey, business/ technology cooperation
matching ( e.g. establishing pilot project in China), international trading and cost down solution
to adapt Chinese and Japanese relevant standard.
Japan Survey

China Survey

Hydrogensociety
Carbonsociety

Japan HE&FC

China HE&FC

Information

Information

WeChat ID
QR Code5

Mainstream Driving for Introducing
Hydrogen Energy in China

6

Mainstream Driving for Introducing Hydrogen Energy in China⚫ China is the world's largest importer of crude oil and natural gas.
-70% Crude oil rely on import.
-45% Natural Gas rely on import.
→ Energy security mitigation is one of the most important driving factors for
introducing hydrogen energy in China. Requesting to improve diversity of energy
recourses and higher self-sufficiency.
⚫ China is the world's biggest CO2 emission contributor.
- 10 billion CO2e emission in 2018(+2.3%:2017) :76% CO2 from Coal consumption※ U.S. 5.4 billion CO2e emission- Ambitious CO2 mitigation target until 2030 for Paris Agreement:➢ Achieve peak CO2 emission around 2030
➢ lower CO2 emissions per unit of GDP by 60 to 65 percent from 2005 level(2018 GDP 6.6% growth rate 6.6%),➢ increase non-fossil fuels in the energy mix to around 20 percent→ China needs more low/zero carbon energy such as hydrogen to support green growth.
7

Mainstream Driving for Introducing Hydrogen Energy in China⚫ China is the world's strictest environmental administration for improving PM2.5 air
pollution.
-2012《大气污染防治行动计划 》:Action plan for air pollution control 2013-2017:✓ Planning Target: Reducing PM.25 25% at Beijing Area(2013-2017)✓ Actual Result: Beijing PM2.5 89.5μg/m3 in 2013→ PM2.5 58μg/m3 in 2017
(China air quality standards of PM2.5 annual mean: level 1: 15μg/m3(same as Japan), level
2: 35μg/m3 )- 2018《蓝天保卫战三年行动计划》: Three year action plan of blue sky defense 20182020✓ Planning Target: Reducing PM.25 15% at Beijing Area(2018-2020)✓ Key Region (Beijing, Shanghai…) start to implement China 6th phase emission limitation
for light duty and diesel heavy-duty vehicles in 20198

Mainstream Driving for Introducing Hydrogen Energy in China⚫ China is the world's strictest environmental administration for improving vehicle air pollution.
-2018.6《交通运输部关于全面加强生态环境保护坚决打好污染防治攻坚战的实施意见》:Opinions of the
Ministry of transport on strengthening the protection of ecological environment in an all-round way andfirmly fighting against pollution-2019.1《柴油货车污染治理攻坚战行动计划》:Action plan for diesel truck pollution control✓ Replacing the old and high air pollutant emission diesel truck, shipping, off road machine by new energy
types(LNG、electric).
Until 2020,✓ new energy city bus, taxi and logistics vehicle achieve 600 thousands.
✓ In the key cities (Beijing, Shanghai…) ,all city buses must be shifted to new energy.
✓ eliminate 1 million 3rd PEL diesel trucks in Beijing and Shaanxi region.
→ Great big potential and needs for introducing hydrogen energy FCV(bus, logistics vehicle, heavy truck,
shipping) in China.
9Mainstream Driving for Introducing Hydrogen Energy in China
Off-Road

Backup Power

Drone
Shipping✓ Hydrogen energy and FCV will be the co-benefits approaches(一石二鳥)
for enhancing CO2 and air pollutants emission reduction in China.
✓ Hydrogen energy and FCV industries will support the green economic
growth of China.
10Promoting Polices for Introducing FCV
in China and Shanghai

11Promoting Polices for Introducing FCV⚫National Level Promoting Polices
Time

Polices

Key Points

2009

能源局发布《节能与新能源汽车示范推广财政补助资金管理暂行办法》

Subsidy:250-600 thousands CNY→FCV

2011

工信部、国家税务总局发布《中华人民共和国车船税法》

Tax free/half reduce : Vehicle and vessel
usage license plate tax

2012

国务院出台《节能与新能源汽车产业发展规划（2012-2015）》2014

工信部、国家税务总局、财政部联合出台《关于免征新能源汽车车辆购置税的公告》

Tax free/half reduce : Vehicle and vessel
usage license plate tax

财政部发布《关于新能源汽车充电设备建设奖励的通知》

Subsidy: 4 millions CNY→above 200
kg/day hydrogen station

2015

财政部、科技部、工信部和发改委发布《关于16-20 年新能源汽车
推广应用财政支持政策的通知》

Subsidy: During 2017-2020, subsidy for
FCV remain unchanged.

2016《能源技术革命创新行动计划（2016-2030 年）》、《能源技术
革命重点创新行动路线图》、《十三五国家战略性新兴产业发展规
划》

Target of FCV industry development:
FCV mass production and scale up
12
demonstration 2020

Promoting Polices for Introducing FCV⚫National Level Promoting Polices
Time

Polices

Key Points

2016

工信部、财政部、科技部、发改委发布《新能源汽车推广补贴方案及产品技术要求》

Subsidy: Mileage>300 km by FC
200 thousands CNY→passenger
FCV(6000CNY/kW:10kW<FC<30kW )
300,500 thousands CNY→commercial FCV(FC ≥30kW, >30% ofMotor Capacity)

2018

工信部、财政部、科技部、发改委发布《关于调整完善新能源汽车推广应用财政
补贴政策的通知》

Subsidy: Mileage>300 km by FC
200 thousands CNY→passenger
FCV(6000CNY/kW:10kW<FC<30kW )
300,500 thousands CNY→commercial FCV(①FC ≥30kW, FC>30% of Motor Capacity,②30-40％:0.8*SB,③40-50%:0.9*SB, ≥50%:1*SB )2019

工信部、财政部、科技部、发改委发布《关于进一步完善新能源汽车推广应用财政补贴政策的通知》

Subsidy: 2019.3.36-6.25 : 0.8*2018 SB, SB for FCV is underrevising. Local government SB target should sift from FCV to
HST。

政府工作报告提出推动加氢设
施建设；补贴新政明确给予加氢站补贴。

Subsidy: arrange SB for HST。

13

Promoting Polices for Introducing FCV● More than 30 province/cities released hydrogen energy industry developing plan and promoting polices

14

Shanghai Policies for Hydrogen Energy and Fuel Cell Industry● Shanghai FCV Industry Develop Plan(2017.9)

TARGETS2017-20202021-2025

2026-2030

FCV Relevant Enterprise

100 companies

International Leading Level:
1 automobile manufacturer,
2-3 power system companies,
8-10 critical parts companies.

-

Hydrogen & FC Technology
R&D Center1 institution

World Top Level:
2 R&D and public services institutions

FCV Inspection Center1 institution

Annual Output Value of FCV 15 billion CNY
Industrial Chain

100 billion CNY

300 billion CNY

FCV Demonstration Area

2

scale up

FCV

3000 city buses& logistical
trucks20000 passenger vehicles
10000 special vehicles
scale up city buses & logistical trucks

Distribute Shanghai’s FCV
industrial & value chain tonationwide.

Hydrogen Station

5-10

50
15

Shanghai Policies for Hydrogen Energy and Fuel Cell Industry⚫ 2019年6月《嘉定区鼓励氢燃料电池汽车产业发展扶持的有关意见（试行）》-JIADING District

Promoting FC industry
investment⚫
⚫
⚫

5000万美元的外资项目或5亿元人民币以上的内资项目，按照一企一策优先安排产业用地、专项资助和人才激励政策。
鼓励引进企业总部。最高100万元的一次性奖励。
支持降低企业生产用地和用房成本。最高1000万元

Enterprises cultivation⚫
⚫

并购国内外知名品牌的，经认定给予并购金额10%，最高1000万的补贴推动氢燃料电池公交车的示范运营，按照国家和市级标准给予补贴。

Promoting FC R&D⚫

获得重大突破并取得国家发明专利，该产品形成开票销售后奖励100万元。支持企业制订行业标准。对主导制订相关行
业国际、国家、行业标准的企业和机构，分别给予100万元、50万元和20万元的一次性奖励。

Financial support for
FCV Enterprises⚫

区产业投资基金、创业引导基金和天使引导基金可优先出资并提高出资比例至30%；可按照约定价格退出。对经认定的实缴资本1亿元以上、已投资区内氢燃料电池相关产业链企业且发生投资额占实缴资本20%以上的股权投资企业予以最高不超过300万元扶持

Subsidy for H2 ST⚫

支持加氢站建设。对于加氢压力35MPa/70MPa、加氢能力≥500kg/d@12小时、固定高压储氢罐总储氢量≥200kg、加氢枪
数量≥2把，并同时具备氢危化品经营许可证和氢气车用钢瓶气瓶充装许可证的加氢站给予补贴，其中加氢压力≥70MPa（含兼容35MPa）的每站补贴500万元，加氢压力≥35MPa的每站补贴200万元（待市住建委制定补贴标准后，我区补贴标准相应上浮10%-20%）。

Promoting FC
association & PR⚫

经认定按每次活动费用的30%-50%给予扶持，年度累计不超过100万元；企业参加市级以上的博览会、交易会等商务活动，经认定给予每次10%-30%的参展补贴，年度累计不超过50万元。
支持企业建立产业联盟和行业组织。经社团登记和认定后，可给予30万元的一次性开办补贴;产业联盟、创新联盟或创
新服务行业组织运营良好的，三年内经评估后可给予最高50万元奖励。

⚫

16

Shanghai Policies for Hydrogen Energy and Fuel Cell Industry⚫JINSHAN District(金山区)⚫ From petrochemistry Industry to Hydrogen
industry→ Supply Low cost(500 Japanese Yen ) H2 byproduct 40thousands ton/year H2(=200thousand
TOYOTA MIRAI /year)⚫ From Hydrogen pipeline to H2 society.
➢ H2 production→Wind/solar power to H2、Sewage biogas to H2➢ H2 store ＆ transportation→high pressure H2 equipment→liquid H2 equipment➢ FC R&D and producing→FC for vehicle , drone, off-road, backup
power➢ H2 Application Introducing→800 FCV logistics truck→ Large scale heat & electricity cogenerationFC
17
for commercial application such as hotel

Current Situation of Hydrogen Energy and
Fuel Cell Industry in China

18

Popularization Situation of FCV⚫ 2016-2019: 6165 FCV sold in China(data from CAAM) , 2019: 2737 FCV sold in China

FCV sold

3000

2737

2500
2000
1000

1527

1272

1500
629

500
0
2016

2017

2018
FCV sold

2019

Data from CAAM

⚫ Types of FCV-41 types of truck✓ 30types are 4.49-16.5ton trucks. 1 type for 42ton truck-tractor.
✓ Currently(2019.7-11) the mainstream capacity of FC applied in logistics truck is raising from 30 kW to 4050 kW.
-107 types of bus:
✓ 93types are 7-12m city buses.
✓ Currently(2019.7-11) the main capacity of FC applied in bus is raising to 40-65 kW. The max one is 92kW.19

FCV in Shanghai

mini bus（35MPa）

heavy truck （35MPa）

passenger vehicle(70MPa)

city bus （35MPa）

MVP (70MPa)

logistics truck （35MPa）
20

The main FC System Makers in China

Data from Shanghai Partnership of FCV⚫ Three biggest FC makers (Yihuatong, Refire, Guohong) installed their FC products into truck and bus whichfrom numerous automobile manufacturer.
21

Distribution of FCV in China

Distribution of Hydrogen Station in China
30

25
25

Constructed ST: 51
Constructing ST:28

20

15

13
10

10

5

8

7

6

5

4

3

3
1

1

1

1

1

1

1

0

Data from Shanghai Partnership of FCV

Data from Shanghai Partnership of FCV

22

Business Ecosystem of Hydrogen Energy
and Fuel Cell Industry in Shanghai

23

Subsidy Policy Implementation for Demonstrating FC Logistical Trucks➢ Within the Subsidies from China national government and Shanghai local government, the FCV truck final cost for
logistical company(end-user) become close to or cheaper than traditional diesel truck.
→ The end-users have no worry about initial cost of FCV.
➢ FCV end-user(logistical company) has the priority to get free cost ECO No. Plate→The FCV logistical company can start his business faster.

Year

2017

2019

FCV
Logistical
Trucks(Total Mass: ton)

FC
Capacity (kw)

H2
Mileag Market Price
Storage e（km）(million(kg/35m
CNY/FCV)pa)

Subsidy(million
CNY/FCV)

Final cost for enduser company(thousands
CNY/FCV)

7.5(loading
capacity:3.
2ton)

30

10

350

1.06

National:0.5
Shanghai:0.560

8.7(loading
capacity:3.
5ton)

45

9

380

0.87

National:0.4
Shanghai:0.4

70

Other
promotion
policy in
Shanghai
The priority
to get freecost ECO No.
Plate

24

Stockholders Relationship in Hydrogen Energy and
Fuel Cell Industry Ecosystem
EV Motor &FC MakerCompany

Investors&Funds

$ 19%

$ 89%

H2 Supply&TransportCompany$ 11%

FCV User
Logistics &Transportation
Company

Investors&Funds$ 51%

Stockholders RelationshipIndirect Stockholders Relationship

H2 ST
Engineering&operation
Company

$ 79%
$ 30%

FC MakerCompany$ 21%

Sinopec
2019

Sinopec
2019⚫ The companies in the HE&FC business ecosystem have very close connection by capital relationship. FCV Logistics
Company is the key player for promoting FCV&FC industries.
⚫ The close connection can great the systematic cost down of H2 energy and FC.

25

FCV Application Business Model for Rural-Urban Transportation
Big Data

FC MakerCompany

MaintainFCFC

fixed route:20-100km

FCV User
Logistics & Transportation FCV Shuttle Bus
Company
Transport
service

Automaker
Company

Package

Passengers→

FCV Logistics Truck

Big Data

FCV

H2 Maker
H2 Resource @Rural Area

H2

H2 Supply&TransportCompany
H2 trading

Residential Place
Product consumer@Urban Area

H2 ST 20-100km: fixed route

FCV
EV

Working Place
Product maker@Rural Area

H2 ST

20MPa H2

35MPa H2

H2 ST Engineering & operation Company

H2&Parking for FCV

26

Trans Province & Community Application in the Further⚫ Yangtze Delta Area H2High Way Plan(2019.5)

Mid-Term(2-3year)

Short-Term(1-2year) Mid long-Term(3-5year)
Now applying

Heavy truck

300km

130km

470km
170km

Yangtze
Delta Area

Shuttle Bus

Logistics Truck

Highway bus
New apply

Jiangsu
Province

170km

Anhui
Province

470km

City Bus(Now)

More apply

130-300km

Zhejiang
Province

TAXI Car

SH
Rural
Area

20100kmoffroad Drone
New apply
100mSH
SH
20km
Comm
Urban
unity
Area

27

Other application for Hydrogen Energy and Fuel Cell
⚫About 100 million China Market on mobile communication(70m),
forklift(20m), drone (10m)
3kW backup power FC system
for mobile communication tower(power effience:0.87Nm3/kWh,
FC working temperature:-565℃ )3kW FC system for off-road
machine such as forklift

28

Other application for Hydrogen Energy and Fuel Cell
⚫About 100 million China Market on mobile communication(70m),
forklift(20m), drone (10m)Weight of drone : 16kg
Loading capacity: 2kg

Mileage(time): >2 hours
Working temperature:-5-40%
Cruising speed: 8m/s

Performance Test at Qinghai Tibet Plateau
Over 4000m above sea level
29

Suggestion for China-Japan Hydrogen Energy and Fuel Cell Cooperation
Latitude

Advantage in China

Advantage in Japan

National/Local
Government Polices-communications &joint research•

SB and regulation policy forpromoting FCV• Commercialization for hydrogen and
FC industry• Enterprises cultivation• National level roadmap for hydrogensociety• Diversity hydrogen energy application(H2thermal power station, forklift, ENE-Farm)• Safety standard for FCV and ST• Carbon tax for promoting H2

Industry-experience sharing &products trading• Business ecosystem of hydrogenenergy and FCV・EV industry• Diversity of FC/FCV application• Raw material for hydrogen energy and
FC industry• Liquid H2 for transportation & store• Test infrastructure for hydrogen energy
and FC industry

Enterprise-joint R&D, business/
technology cooperation
by JV, M&A• Cost down and commercialize• Assemble knowhow• IoT and big data for hydrogen energy
developing and FC R&D• Technology R&D• Processing equipment• Specialist resource
30

THANK YOU

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