氢能重卡商业化

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骥翀氢能MH290电堆新品三大跃升引领行业 重塑氢能重卡强芯
Zhong Guo Chan Ye Jing Ji Xin Xi Wang· 2025-07-25 05:44
Core Viewpoint - The launch of the MH290 metal plate fuel cell marks a significant breakthrough for the hydrogen energy industry, addressing key challenges in the commercialization of hydrogen-powered heavy-duty trucks and providing competitive solutions for manufacturers and operators [5]. Performance Breakthrough - The MH290 fuel cell achieves a peak power of 410.9 kW, setting a new industry record, with a rated power of 391 kW, ensuring reliable power supply for 49-ton heavy trucks in extreme conditions [2] - The product features a high-efficiency operating point of 311 kW, significantly reducing hydrogen consumption and optimizing total cost of ownership (TCO) [2] - The power density of the MH290 is 7.1 kW/L, placing it at the forefront of the industry [2] Reliability Enhancement - The MH290 boasts a design life of 30,000 hours, doubling the industry standard of less than 20,000 hours, addressing the frequent replacement of core components [3] - The product maintains high consistency with a single-cell deviation of 10 mV at 311 kW and 18 mV at peak power, setting a new benchmark in the fuel cell industry [3] - It meets rigorous standards for vibration resistance, waterproofing, and insulation, making it suitable for harsh operational environments [3] Cost Revolution - The company aims to achieve profitability for hydrogen-powered vehicles by 2025 when the fuel cell price is ≤800 RMB/kW and hydrogen price is ≤32 RMB/kg, and full commercialization by 2027 with prices of ≤242 RMB/kW and ≤18 RMB/kg [4] - Cost reduction strategies include R&D, material, and manufacturing cost reductions, enhancing the economic viability of hydrogen-powered vehicles [4] - The MH290 is designed to meet the demands of long-haul logistics, with applications extending to mining trucks, ships, power generation, and aviation [4] Strategic Collaborations - The launch event included the signing of strategic cooperation agreements with multiple companies, indicating a strong commitment to building a comprehensive hydrogen energy ecosystem [5][6] - The collaboration aims to create a full industry chain for green hydrogen production, storage, and application, contributing to the development of a zero-carbon energy demonstration island in Hainan [6]