行业热盼氢燃料汽车接续政策

Core Insights - The hydrogen fuel cell vehicle industry in China is facing significant challenges, with production numbers remaining low compared to electric vehicles, prompting questions about the future of fuel cell development [2][4][6] - Recent policy support has weakened, leading to a reduction in the promotion of hydrogen fuel vehicles, with the number of vehicles promoted halving compared to the previous year [3][5][7] - The industry has made substantial technological advancements, achieving a domestic production rate of over 90% for key components, and reducing system costs significantly [4][8] Policy and Support - The initial round of subsidies for fuel cell vehicle demonstration cities is set to expire, raising concerns about the sustainability of the industry without continued support [7][9] - There is a strong call from industry leaders for the government to introduce new policies to support the hydrogen fuel cell vehicle sector, emphasizing the need for a coordinated national approach [6][10] - The current market dynamics show a stark contrast between the growth of lithium battery vehicles and the stagnation of fuel cell vehicles, highlighting the need for targeted policy interventions [6][9] Industry Challenges - The hydrogen fuel cell vehicle market is still in its infancy, with economic viability and market competitiveness being major concerns [5][8] - Key technical challenges remain, including the performance of fuel cell hardware and the high costs associated with hydrogen production and storage [5][10] - The lack of infrastructure, such as hydrogen refueling stations, is a significant barrier to widespread adoption [6][10] Future Outlook - The market for hydrogen fuel cell vehicles is expected to grow, with projections indicating sales could exceed 10,000 units by 2025 and reach a million by 2035 [9][11] - Industry experts advocate for the establishment of a second phase of demonstration projects to further develop the market and address existing challenges [11] - There is a consensus on the importance of integrating hydrogen fuel cell technology with existing energy systems to enhance overall efficiency and sustainability [10][11]