人民财讯12月13日电，雪人集团（002639）12月13日在机构现场参观中表示，公司已构建全球化的氢燃 料电池技术研发、供应链体系，在欧洲以及日本设立了氢能技术研发机构，分别开展氢燃料电池系统核 心零部件技术、氢燃料电池电堆核心零部件以及材料技术研发。通过联合国内外研发团队攻关关键技 术，目前新一代金属极板燃料电池电堆已完成开发，公司正在推进氢燃料电池及核心零部件在国内的规 模化量产工作，逐步构建完善的产业生态链。 ...

本次项目顺利完成验收，标志着公司已掌握了金属极板燃料电池电堆的核心技术，电堆作为氢燃料电池 动力系统的核心零部件，对燃料电池系统的性能与成本起到至关重要的作用。本次燃料电池电堆技术开 发的成功，将有力推进燃料电池电堆产业化进程，进一步提升公司氢燃料电池系统业务的核心竞争力。 格隆汇12月8日丨雪人集团(002639.SZ)公布，截至目前，与日本氢动力公司签订的《金属极板燃料电池 电堆委托开发合同》已全面履行完毕，项目于近日正式通过最终验收。本项目成功交付了完整的金属极 板燃料电池电堆技术资料，产品也通过了稳定性与耐久性等性能测试，产品性能指标符合约定要求。通 过本项目的成功实施，公司技术团队快速掌握金属极板燃料电池电堆的核心设计，建立完整的技术资料 库，为产品规模化生产奠定了坚实的技术基础。 ...

在智能化方面，H49预埋L4级别的组合驾驶辅助系统，有助于降低驾驶员工作负荷并提升运营效率。车辆采用跨域融合车云一体SOA架构，支持无感 OTA升级，具备持续进化能力。 此外，借助动力链、储氢系统与底盘的深度集成及碳纤维材料的创新应用，整车自重控制在10吨以内，0.35的超低风阻系数进一步降低能耗。 近日，海珀特在2025中国国际商用车展上展示了其氢燃料电池干线物流重卡H49。该车型采用正向开发模式，围绕氢能动力特点进行整体设计，展现了 氢燃料电池技术在干线物流领域的应用潜力。 海珀特H49突破行业"油改氢"的传统模式，采用针对氢能动力特点的正向开发方案，核心优势集中在技术集成与性能优化。其搭载氢电一体化智慧底 盘，通过动力链与储氢系统的深度集成，实现能效提升；配备300kW大功率燃料电池系统，采用800V高压架构与碳化硅电控技术，整车能耗较行业平均水 平降低15%，燃料电池系统综合效率达55%以上。在实际应用场景中，该车49吨满载状态下百公里氢耗仅7.1kg，气态氢续航超1000公里，同时可在-30℃严 寒、45℃高温及3500米高海拔等极端环境中稳定运行。 海珀特的商业化布局也正在快速推进。目前，海珀特已 ...

Core Viewpoint - Toyota showcased its latest developments and localized product technologies at the China International Import Expo, emphasizing its commitment to the Chinese market and diverse mobility solutions [1] Group 1: Product Innovations - Toyota introduced three new products under the ONE R&D and Chief Engineer system during the expo, including the bZ5, a smart electric SUV named Platinum 3X, and the D-class sedan Platinum 7 featuring HarmonyOS [3] - Lexus displayed the current ES model and the new GX OVERTRAIL version, with the ES achieving cumulative sales of over 1 million units in China [5] Group 2: Hydrogen Fuel Technology - Toyota presented its hydrogen fuel cell technology, including a 49-ton hydrogen fuel cell tractor developed with China National Heavy Duty Truck Group, which has been deployed in regions like Shandong and Hubei [8] - The company plans to conduct trials for a "hydrogen exchange model" in Shandong by early 2026, aimed at reducing hydrogen costs and logistics operational expenses [10] Group 3: Energy Solutions - Toyota introduced the Sweep energy storage system to address the challenges of recycling retired batteries, which can stabilize renewable energy generation [10] - The Sweep energy cabinet, developed in collaboration with China Minmetals, was unveiled and is expected to launch in the second half of 2026 [10] Group 4: Autonomous Driving - The L4-level autonomous driving model, Platinum 4X Robotaxi, was showcased and is set to begin road testing, with plans for 1,000 units to be deployed in major Chinese cities by 2026 [11] Group 5: Accessibility Innovations - Toyota's welfare vehicles, including the luxury welfare version of the Alphard and the RAV4 welfare prototype, are designed to provide accessible transportation for individuals with mobility challenges [13] - The Welwalk rehabilitation support robot, aimed at assisting stroke patients, is expected to be available after 2026 [13]

Core Viewpoint - Weichai Power is focusing on the recruitment and training of high-end professionals in hydrogen fuel cell engines, emphasizing its commitment to advancing hydrogen fuel cell technology and maintaining industry-leading performance indicators [2] Group 1: Company Strategy - The company is accelerating the promotion of hydrogen fuel cell technology and has established a comprehensive layout across the entire industry chain, including basic materials, key components, stacks, and engines [2] - Weichai Power has a strong emphasis on the recruitment and cultivation of talent in the hydrogen fuel cell sector, ensuring a skilled workforce to support its technological advancements [2] Group 2: Industry Position - The performance indicators of Weichai Power's hydrogen fuel cell products are at the leading level within the industry, showcasing the company's competitive edge [2]

Group 1 - The core viewpoint is that by 2030, the penetration rate of new energy vehicles (NEVs) in China is expected to reach 70%, while the fuel vehicle market will still retain a portion of users, maintaining a certain market share [1] - The domestic market structure for NEVs will form a "433" pattern with hybrid, pure electric, and fuel vehicles [1] - The statement provides a long-term expectation for the NEV industry chain, reinforcing market focus on the electrification transformation of automakers [1] Group 2 - A suggestion was made for a smooth transition of the 5% purchase tax on NEVs starting next year, with a gradual implementation plan to control industry capacity and costs [2] - If adopted, this proposal would provide a valuable buffer period for the NEV industry, stabilizing operational expectations for mainstream automakers [2] - The suggestion highlights the industry's common concern for stable policy transitions, which could alleviate market worries about demand fluctuations [2] Group 3 - Only one potential investor met the requirements for the restructuring of Nezha Auto, reflecting a cautious market evaluation of current new force car companies [3] - The single interested party situation raises concerns about the feasibility of the restructuring plan and resource integration capabilities [3] - This event prompts investors to reassess the NEV industry, particularly the financial and competitive pressures faced by second-tier brands [3] Group 4 - BMW plans to launch its first hydrogen fuel cell vehicles by 2028, with a series of pilot projects set to be implemented in Hainan this year [4] - This move underscores BMW's strategic layout in hydrogen fuel cell technology, injecting certainty into its diversified technology path [4] - The pilot projects in Hainan may increase attention on local hydrogen infrastructure-related companies, reflecting intensified competition in energy technology routes within the automotive industry [4]

Group 1 - The chairman of SAIC Group, Wang Xiaoqiu, predicts that the penetration rate of new energy vehicles in China will reach 70% by 2030, with a market structure of "433" forming among hybrid, pure electric, and fuel vehicles [1] - The suggestion from Changan's chairman, Zhu Huarong, for a gradual implementation of a 5% purchase tax on new energy vehicles aims to provide a buffer period for the industry, allowing better control over production capacity and costs [2] - Neta Auto's restructuring process has only attracted one potential investor who met the requirements, indicating a cautious market evaluation of new energy vehicle startups and raising concerns about their future resource integration capabilities [3] Group 2 - BMW plans to launch its first hydrogen fuel cell vehicles by 2028 and will initiate a series of pilot projects in Hainan this year, highlighting its strategic focus on hydrogen fuel cell technology [4]

Core Viewpoint - The automotive industry is increasingly focusing on hydrogen fuel cell technology as a viable alternative to traditional electric vehicles, with major companies like Renault, BMW, and Toyota leading the charge towards commercialization and scaling of hydrogen vehicles [4][5][7]. Group 1: Industry Developments - Renault showcased its Embleme hydrogen fuel cell concept car at the 2025 Munich Auto Show, featuring a range of 1000 kilometers and a drag coefficient of 0.25 [6]. - BMW plans to launch a commercial hydrogen fuel cell vehicle by 2028, in collaboration with Toyota, aiming to reduce overall fuel cell technology costs [6]. - Toyota has initiated the "TOKYO H2" project with the Tokyo government, introducing hydrogen fuel cell vehicles into the taxi market, and has launched the new Mirai model with a range of 850 kilometers and a 10% reduction in energy consumption [6]. Group 2: Strategic Considerations - Industry experts believe that hydrogen fuel cell vehicles are becoming a strategic focus for major automakers as they transition towards low-carbon and zero-carbon solutions [7]. - The shift towards hydrogen is seen as a response to the limitations of relying solely on electric vehicles, particularly concerning lithium resource constraints [8]. - Hydrogen's high energy density and potential for zero-carbon production through renewable energy make it an attractive alternative for sustainable transportation [8]. Group 3: Competitive Landscape - The competition in the automotive sector is intensifying, with hydrogen fuel cell technology offering a unique opportunity for companies to reshape market dynamics [10]. - If hydrogen technology plans are successfully implemented, significant cost reductions in hydrogen production could occur by 2035, allowing companies to establish a vertically integrated system from energy production to vehicle manufacturing [10]. - The transition to hydrogen is expected to transform the entire industry, with predictions indicating that hydrogen could meet 18% of global energy demand by 2050, with transportation accounting for 30% of that [10]. Group 4: Infrastructure and Challenges - The development of hydrogen fuel cell vehicles faces challenges, particularly in infrastructure, such as the lack of hydrogen refueling stations [11]. - Some regions are addressing these challenges by enhancing infrastructure and integrating renewable energy projects to supply green hydrogen [11]. - Experts emphasize the need for a diversified technological approach, advocating for a dual system of electric and hydrogen technologies to ensure sustainable development in the automotive sector [11]. Group 5: Future Outlook - Hydrogen fuel cell vehicles are positioned at the forefront of the automotive industry's energy transition, with new plans from major companies redefining future transportation energy systems [12]. - Maintaining an open technological perspective and fostering a collaborative industry ecosystem will be crucial for companies to gain a competitive edge in the global market [12].

Core Viewpoint - The company is accelerating the application and promotion of hydrogen fuel cell technology, having established a comprehensive layout across the entire industry chain, including basic materials, key components, fuel stacks, and engines [1] Group 1: Technology Development - The company has developed high-performance fuel cell stacks that achieve a common platform design, reducing research and development cycles and costs [1] - The hydrogen fuel cell engine power range covers from 13 kW to 300 kW, catering to various applications including buses and light, medium, and heavy-duty trucks [1] Group 2: Market Application - The 300 kW hydrogen fuel cell power system addresses issues of insufficient power and high energy consumption in long-distance transportation, fully meeting users' demands for high efficiency and low-cost transportation [1] - The advancements in hydrogen fuel cell technology are expected to significantly promote the commercialization of heavy-duty fuel cell commercial vehicles [1]

Group 1 - The article discusses the patent application by Seres Automotive for an automatic sensing vehicle trash can, which simplifies usage by eliminating the need for manual operation [1] - Ford Motor Company is recalling nearly 700,000 vehicles in the U.S. due to potential fuel injector failures that could lead to fuel leaks and increased fire risk [2] - BMW's 7 Series is set to undergo a mid-cycle refresh, featuring redesigned split headlights and a full-width tail light bar, enhancing its luxury design [3] Group 2 - Stellantis has decided to abandon its hydrogen fuel cell vehicle project, citing limited infrastructure and high capital requirements as key reasons for this decision [4] - The company will not proceed with the production of its new hydrogen-powered Pro One series trucks, originally planned for mass production in France and Poland [4]