日本划拨百亿补贴氢能卡车，加氢站越建越少成阻碍

Group 1 - The Japanese Ministry of Economy, Trade and Industry plans to allocate 46 billion yen (approximately 2.3 billion RMB) to subsidize hydrogen prices for fuel cell trucks and buses, with a subsidy standard of 700 yen (approximately 35 RMB) per kilogram of hydrogen [1] - The subsidy aims to cover about 75% of the price difference between hydrogen and diesel for large hydrogen fuel cell trucks, addressing the economic pressure faced by transport companies due to rising hydrogen prices [1] - The subsidy is regionally limited to six prefectures in Japan, including Tokyo, Kanagawa, Fukushima, Aichi, Hyogo, and Fukuoka, with plans to support around 90 hydrogen refueling stations in these areas [1] Group 2 - Hydrogen prices in Japan have seen significant increases, with Iwatani Industries raising prices by 36% to 1,650 yen (approximately 82 RMB) per kilogram and ENEOS increasing prices by 33% to 2,200 yen (approximately 109 RMB) per kilogram [2] - The rising hydrogen prices have led to operational difficulties for hydrogen refueling stations, resulting in several stations announcing closures, which poses a challenge for hydrogen fuel cell vehicle users [2][5] - As of April 2024, there are 154 operational hydrogen stations in Japan, with no increase in numbers in recent years, indicating a decline in the hydrogen refueling infrastructure [5][7] Group 3 - The low ownership and sales of hydrogen fuel cell vehicles in Japan contribute to the operational challenges faced by hydrogen stations, with only 8,479 hydrogen fuel cell vehicles reported as of June 2024 [7] - In the first four months of 2025, only 151 hydrogen fuel cell vehicles were sold in Japan, highlighting the sluggish market demand [7] - The situation reflects a stalemate among car manufacturers, infrastructure providers, and users, with each party citing concerns about usage, production, and infrastructure availability [7]