On January 30, Haima Automobile Co., Ltd. released a performance forecast.
It is estimated that the net profit loss attributable to shareholders of listed companies in 2023 will be 16-2.400 million yuan, a loss of 15 in the same period last year7.4 billion yuan, a year-on-year loss. In the past year, the company's production and sales scale has increased, and certain results have been achieved in cost and cost control, and the operating loss has been greatly narrowed.
Haima Motor's sales in 2023 will be 27,957 units, a year-on-year increase of 1462%。
In the past two years, Haima Automobile has shifted its focus to "hydrogen electric drive", that is, extended-range electric vehicles that use hydrogen fuel cells to generate electricity, and it seems that this technology has not brought a turnaround for Haima Motors. Although the Haima brand of hydrogen energy vehicles also has a certain sales, the current users are still mainly B-end users; In the individual user market, whether it is the Haima brand or other brands of hydrogen vehicles, the retail sales in 2023 will be very low, and the terminals of individual hydrogen MPVs can reach hundreds of thousands of yuan.
Therefore, the prospect of Haima Motor, which chooses hydrogen energy technology, is indeed unpredictable, but what is the difference between hydrogen energy technology?
The essence of hydrogen energy vehicles is extended-range vehicles, and the vehicles have three electric systems, which determines the high manufacturing cost of vehicles; The highest manufacturing cost is hydrogen fuel cells, which are used for power generation battery stacks that require the use of *** PT (platinum), and the amount used is relatively large. As a result, the manufacturing cost of the vehicle is much higher than that of the vehicle with the internal combustion engine to extend the range, but there is no obvious difference in the use experience, and even the use cost of the vehicle with the internal combustion engine to extend the range is lower; From the user's point of view, it is natural to prefer internal combustion engine extended-range vehicles, so it is difficult to popularize hydrogen vehicles that cannot overcome the manufacturing cost barrier.
In addition to the high price of hydrogen vehicles, there is another disadvantage, which is that the cost of ownership is also high.
The solution for clean hydrogen production is "electrolysis of water", which consumes a lot of electricity; The hydrogen energy obtained needs to be generated in the fuel cell on the vehicle, which eventually becomes "electricity generation", and about 65% of the whole process is lost.
The electricity consumption of water electrolysis to produce hydrogen is too high, and it is difficult to control the cost.
Secondly, the storage and transportation cost of hydrogen energy is also very high, so the terminal price of one kilogram of hydrogen can be higher than 60 yuan, and one kilogram of hydrogen can only convert about 20kWh of electricity on the vehicle fuel cell; The true average power consumption of an average mid-size car can reach this standard, and if you add the air conditioning system, the power consumption will be even higher.
Conclusion: The use cost of hydrogen vehicles is high, the vehicle is high, and the driving experience and performance standards are often the same as those of the internal combustion engine range extender vehicles, so the sales of hydrogen vehicles are low worldwide. Including Toyota's hydrogen vehicles, which were the first to develop hydrogen vehicles, are also in a sluggish situation, and Haima Motors is cooperating with Toyota Motor to develop hydrogen fuel vehicles, and this time the technology tree seems to be really wrong.
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