Workflow
燃料电池汽车应该继续支持
董扬汽车视点·2025-07-14 03:56

Core Viewpoint - The hydrogen fuel cell vehicle demonstration project initiated by five ministries has achieved significant results, but further support is urgently needed for the continued development of fuel cell vehicles in China [1][2][3]. Group 1: Achievements of the Demonstration Project - The project has led to product performance reaching or nearing international advanced levels [1]. - Key components have seen innovative breakthroughs, forming a complete industrial chain [1]. - The cost of fuel cells has significantly decreased, with stack costs dropping from 15,000 yuan per kilowatt in 2017 to 1,000 yuan per kilowatt, and system costs below 2,000 yuan per kilowatt [1]. - Nearly 30,000 fuel cell vehicles have been promoted, ranking second in the world, primarily focusing on commercial vehicle applications [1]. Group 2: Bottlenecks After Project Completion - Market promotion requires a certain scale, and signs of market contraction have emerged following the end of the demonstration project [2]. - Most companies in the fuel cell industry are in the entrepreneurial mid-stage and operating at a loss, risking bankruptcy without continued development support [2]. Group 3: Strategic Importance of Continued Support - Continued support for fuel cell vehicles is crucial for the development of the hydrogen energy system, which is essential for achieving carbon neutrality [4]. - Hydrogen energy is a key carrier for storing fragmented renewable energy, and fuel cell vehicles are a leading application area [4]. - The significant reduction in fuel cell system costs in China allows for market development under supportive policies, particularly in the commercial vehicle sector [3][4]. Group 4: Recommendations for Continued Support - Initiate a second phase of the demonstration project, focusing on long-distance heavy commercial vehicles while reducing financial support by half [5]. - Expand toll fee discounts to create favorable market conditions driven by policy incentives [5]. - Broaden the range of supported technologies to include hydrogen, alcohol, and ammonia engines, facilitating the construction of the hydrogen energy system [6]. - Allow the use of industrial by-products for hydrogen, alcohol, and ammonia fuels temporarily, promoting overall industry development [6].