聊“氢”心 话转型 ——访博世智能出行集团中国区董事会总裁王伟良

Core Viewpoint - Bosch is focusing on hydrogen fuel cell technology as a key component in the electrification of commercial vehicles, emphasizing its potential for rapid advancement and cost reduction in the coming years [3][4][5]. Group 1: Hydrogen Fuel Cell Development - Bosch established a joint venture with Qingling in December 2020 to create Bosch Hydrogen Power Systems (Chongqing) Co., which is now the largest Class A hydrogen fuel cell R&D center globally [2]. - The cost of hydrogen fuel cell systems has significantly decreased from approximately 16,000 yuan per kilowatt in 2021 to about 2,000 yuan per kilowatt currently, indicating a strong trend towards commercial viability [3]. - The reliability of hydrogen fuel cell systems has reached critical benchmarks of 30,000 hours and 1.5 million kilometers, showcasing their potential for widespread application [3]. Group 2: Infrastructure and Policy Support - The development of hydrogen production, storage, and transportation infrastructure remains slow, with a notable lack of hydrogen refueling stations and low-cost green hydrogen supply [4]. - The Chinese government recognizes these challenges, as highlighted in the "Energy Saving and New Energy Vehicle Technology Roadmap 3.0," which aims for fuel cell vehicles to grow from thousands to over 4 million units by 2040 [4]. - The collaboration with Qingling in Chongqing is Bosch's largest investment in Western China, supported by the local government, with 1,368 hydrogen fuel cell vehicles and 28 refueling stations already established [4][5]. Group 3: Strategic Positioning and Market Adaptation - Bosch Commercial Vehicles Group aims to transition from a core component supplier to a strategic partner and innovation center for the transformation of China's commercial vehicle sector [6]. - The company is focusing on cross-domain integration to provide comprehensive, intelligent solutions for commercial vehicle enterprises, emphasizing customer-centric innovation and quality [6][7]. - Bosch is adapting to the rapid pace of product iteration brought by electrification, evolving its evaluation criteria to include a time variable alongside quality, cost, and delivery [8]. Group 4: Global Expansion and Support for Chinese Brands - Bosch is positioned as a key partner for Chinese commercial vehicle manufacturers in their export strategies, leveraging its extensive product line and global network [9]. - The company aims to help Chinese brands establish a strong presence in international markets by applying reliable technologies and enhancing product quality [9].