氢燃料电池汽车市场化之路遭遇瓶颈

Core Insights - The production and sales of hydrogen fuel cell vehicles in China have significantly declined in June, with production down 81.5% year-on-year and sales down 76.4% [1] - The cumulative production and sales for the first half of the year also show a decline of 47.2% and 46.8% respectively, indicating a pressing need for continued support in the market [1] Policy and Support - A four-year demonstration application project initiated by five government departments aims to support the development of hydrogen fuel cell vehicles through a "reward instead of subsidy" policy [2] - The project focuses on key technology industrialization and demonstration applications, with rewards allocated based on the completion of set goals by participating urban clusters [2] Achievements and Challenges - The demonstration project has led to significant achievements, including improved product performance, innovation in key components, and a substantial reduction in fuel cell costs [3] - Despite these advancements, the industry faces challenges such as market scale shrinkage post-demonstration and many companies operating at a loss, which could threaten their sustainability [4] Market Dynamics - The rapid development of electric vehicles in China is creating competitive pressure on hydrogen fuel cell vehicles, limiting their market space [4] - Current high costs of vehicle purchase and hydrogen refueling hinder the economic viability of hydrogen fuel cell vehicles compared to traditional fuel and electric vehicles [4] Future Directions - Continued support for hydrogen fuel cell vehicle demonstration applications is deemed essential for the industry's sustainable development [5][6] - Recommendations include initiating a second phase of the demonstration project with a focus on long-haul heavy commercial vehicles and expanding the scope of policy support to include various hydrogen-related technologies [6][7]