轻绿科技：预计2–3年内氢能单车将迎来实质性降本

Core Viewpoint - The article discusses the advancements and market potential of Sichuan Qinglv Technology Co., Ltd., a provider of small power hydrogen fuel cell systems, highlighting its innovative products and their implications for the hydrogen energy sector [3][4][6]. Group 1: Company Overview - Sichuan Qinglv Technology Co., Ltd. was established in 2022 and focuses on the research and industrial application of small power hydrogen fuel cell systems [4]. - The company has developed the "Qinglv H1v1" liquid-cooled hydrogen fuel cell system, which is among the first in China to achieve large-scale production in this niche [4][6]. Group 2: Product Features and Benefits - The hydrogen-powered vehicle developed by Qinglv Technology features a long lifespan and strong environmental adaptability, with a system design life exceeding 3,500 hours, allowing for nearly five years of operation without battery replacement [6]. - The vehicle can achieve a range of 100 kilometers with a hydrogen tank change taking only one minute, significantly reducing downtime and operational costs [6][8]. - The vehicle operates with zero carbon emissions, aligning with national carbon neutrality goals and benefiting from related policy subsidies in hydrogen energy demonstration cities [6][8]. Group 3: Market Challenges and Future Outlook - Despite the positive development momentum for hydrogen two-wheelers, challenges such as high core component costs and insufficient infrastructure coverage remain [7]. - The cost of green hydrogen production is expected to decrease significantly in the next 2-3 years, which may lead to a substantial reduction in the overall cost of hydrogen-powered vehicles [7]. - Qinglv Technology anticipates generating revenue of 100 million yuan by 2025, with 70% from two-wheeler business and 30% from low-altitude economy operations, which are currently focused on overseas markets [10]. Group 4: Hydrogen Drone Innovations - The hydrogen drone developed by Qinglv Technology utilizes a hydrogen bottle replacement method for refueling, which is simple and efficient, making it suitable for high-frequency operational scenarios [8][10]. - The drone features a power system that combines hydrogen fuel cells and lithium batteries, allowing for a hover time of over 6 hours and a maximum range of 200 kilometers, thus enhancing operational efficiency [10][11].