FCV Development and Practice of SAIC Maxus

Zhou Yan

Oct 10th 2019

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SAIC MAXUS Focus on Light Commercial Vehicles, MPV, Van,

Pickup, SUV and Future Green Technology

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• The compound annual growth rate of SAIC Maxus is over 70% since the

company is founded in March, 2011.

SAIC MAXUS Annual Sales Volume

18% YOY Growth Rate

PHASE I Vehicle Localization &

Modification

PHASE II New model Development

Capability

2011 2012 2013 2014 2015 2016 2017 2018

2,800 7,000

11,000

21,000

35,000

46,000

71,000

84,000

PHASE III Architecture Development

Capability

4

Childhood Memories of My Hometown…

Big Torchs Twisted Pipelines Spherical Tanks Yellow Sea

金山

5

Synthetic Fibers

Petroleum resin

Petrochemical Products

Plastics

Sinopec SHPEC Products By-product Hydrogen

About 40,000 Tons Hydrogen produced

by SPC every year

• Currently, China is the world’s largest hydrogen producer, in 2016, there were 11.89 million tons of by-product hydrogen were produced .

China – World’s Largest Hydrogen Producer

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Jinshan Hydro-Station SAIC Hydro-Power Show

Jinshan Hydro-Station Opening Ceremony Jun, 2019

The Jinshan Hydro-Station has began operation at Jun,2019: Largest Hydro-Fueling station of the world

First commercialized 70-Mpa station in China.

Most of the hydrogen source is provided by the SINOPEC

by-product Hydrogen.

SAIC Motor also present the SAIC Hydro-Power Tech on the ceremony: SAIC-Sunwin: FCV Bus

SAIC-Maxus: FCV Mini Bus V80

SAIC-Rowe: FCV Rowe 950

Jinshan Hydrogen Refueling Station In order to make better usage of the by-product hydrogen, the government has built the Jinshan Hydro-Refueling Station. The opening Ceremony is Jun, 2019.

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• The state council of China has published the <Made in China 2025> strategy, this file was stated that the fuel-economy and New energy vehicle would be the key development area. And this is the only national level strategy toward the automotive.

2020 2025 2030

New Vehicle Average Fuel Consumption[L/100km]

5

4

3.2

Passenger Vehicle

NEV Sales Volume Target(M)

2020 2025 2030

7%

2

7

15

20% 40% Market share

年销量

Meet the demand

4.8

Charge Port

Chinese Government Development Direction on NEV

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5,000 50,000

1,000,000

100

300

1,000

0

200

400

600

800

1,000

1,200

0

200,000

400,000

600,000

800,000

1,000,000

1,200,000

2020 2025 2030

FCVs H2 Stations

H2

Statio

ns

Made in China 2025 plan, in 2016 the Energy Saving and New Energy Vehicle Technology Roadmap was published, which includes a Technology Roadmap for Hydrogen Fuel Cell Vehicles.

FCV

’s In Service

China’s FCV Development Roadmap

29

1,048

833

1,836

3,746

0

1,000

2,000

3,000

4,000

2016 2017 2018 Jan-Aug,2019 total

China’s Commercial FCV Markets

59% 17%

7%

17%

Zhongtong Group

SAIC Maxus

Foshan Feichi Group

Others

SAIC Maxus FCV MS% in 2019

China Fuel Cell Vehicle Market

Zhongtong FC Truck

SAIC Maxus FCV80

Feichi Truck

• The China’s FCV market growing very fast under the development plan. But unlike Japan, most of the FCV sold in China is the Commercial Vehicles.

Landmark of development of SAIC FCV

2001

Phoenix No.1

2010

Expo demonstration

2013

the United Nations

UNDP project

Rowe 950 Fue Cell

2017

2016

2019 …

SUNWIN FCV Bus Demo

2018

FCV Commercialized Operation More Product is

Coming

FCV Contest Winner 174 FCV Bus were

operated for SH EXPO

FCV80 Minibus is

testing in Guangde PVG National NEV Cruiser

Activities

• SAIC Group started the FCV Investigation since 2001, invested over 1.5 billion RMB in total to the FCV businesses.

SAIC Future Zero Emission Portfolio

Urban

Short Range, Light Duty

Inter-City

Medium Range and Duty

Inter-provincial

Long Range and Heavy Duty

Passengers

Cargos

BEV FCV

EG50

EG10

EV30

EV80

FCV80

Yuejin Light Truck

SAIC - Yue Jin SAIC - Hong Yan

SAIC - Sun Win

Heavy Truck

Bus

SAIC - Maxus

In order to meet the future zero emission tasks. SAIC Commercial Vehicle Technology Center is planning full product portfolio to meet different scenes and demanding.

MAXUS FCV80 Operation Status

Operational

Vehicles 394

Operation Cities Shanghai, Fu Shun, Fo Shan, Da Lian, Wu Xi,

Hai Nan

Typical Operation

Scene Fu Shun, Liao Ning: Commute Microbus

Shanghai: Jinshan Sinopec shuttle bus

Mileage (KM) Total Mileage > 1.5 million KM

Average Mileage > 25,000 KM (Fushun)

Warranty Claims

(in total) 241（2018）、9（2019）

Highlights

FCV80 is operated from south to north in

China. The operation temperature covered

from -25deg to 45deg.

Low warranty claims.

FCV80 Operation Foot Print

Vibration Test of 3G acceleration of hydrogen system

Collision test

Fuel Cell 5000h Durability Test

Vehicle 40000km Durability Test

Winter Test

Wading Test

穿甲弹 弹孔

Shooting Test Fire test of hydrogen storage bottle

Fully Validated FCV80

• The FCV80 development is following by the SAIC CVDP standard, fully validated with component and vehicle level, the total validation mileage is exceeding 600,000 km. Delivered a safe, reliable and fully meet customer requirement product.

Toyota Mirai Honda Clarity Hyundai NEXO Nicolai ONE

Industry status and gap

Small Scale commercialized operation

Comprehensive market operation

Concept Verification

Performance Improvement Commercialized Start

• Compare to the global top Fuel Cell Vehicles, SAIC & China FCV industry still have long way to go to catch up with the up-to-date FCV technology and cost target.

Key Parameters Of FCV80

Number of Seats 13 hydrogen container volume（L） 100*2

L*W*H(mm) 6030*1998*2660 Motor Type Permanent Magnet AC

synchronous

WB（mm） 4180 Rated/Maximum motor output (KW) 55 / 100

NEDC Range（km） 260（H2）+45(ELEC） 电机额定/峰值扭矩（Nm） 180 / 350

Rated Output of Cell Stack（kW） 30 Battery Type LFP

Pressures（MPa） 35 Battery Capacity（kWh） 14.2

Maximum Hydrogen Storage 4.4kg

Fuel Cell + Recreational Vehicle = ? • Currently SAIC-Maxus is the biggest RV Manufacturer in China.

• The Only Emission of Fuel Cell Vehicle is water and electricity, Which are the most important things for a RV.

SAIC Maxus RV80 Fuel Cell Emissions

Road-Blocks of FCV Development In China

Government Subsidy Cutoff

• Currently Subsidy could cover over 60% of the vehicle cost,

• OEM can only submit the subsidy application after the vehicle operation mileage exceed 20,000 km.

• 20% off to the current subsidy since 2019. And will be drop more later.

• The subsidy will be shifted to H2 Refueling facility construction cost and fuel price in the future.

High material cost

• The cell stack is developed by SAIC individually, but a lot of core suppliers is oversea supplier.

• High investment but low scale of volume at this stage leads to the high material cost.

• Most of the SAIC Maxus FCV80 core part supplier is the strategic partner.

Safety Concern

• Peoples are sometimes very skeptical to the new technologies. FCV is not excluded.

• Currently the Hydrogen is still treated as “dangerous chemicals” but fuels in China, which makes the application process for the H2 refueling station construction is very slow.

Looking Forward to the Future…

THANK YOU!