技术破壁：攀登耐久性这座行业"珠穆朗玛" 燃料电池汽车，尤其是承担重载使命的卡车，其商业化瓶颈并非原理上的不可行，而是工程应用上的极端苛刻要求。 众所周知，燃料电池系统耐久性不足，特别是重型车辆恶劣工况下燃料电池耐久性不足的问题一直是制约燃料电池及燃料电池汽车产业快速发展的最为 严重的挑战之一，也是近年来世界各国竞相投入巨大资源解决的技术难题。耐久性关系到车辆的使用寿命和经济性，直接影响用户的购买和使用意向， 因此，耐久性还是决定燃料电池和燃料电池汽车产业能否顺利发展的关键因素之一。 近期， 搭载云韬氢能燃料电池系统的31吨自卸重卡，完成了实际渣土工况下的性能测试，耐久性及效率等多项指标刷新了相关记录，在运行长达22万 公里（4500小时）的条件下，燃料电池系统的衰减仅为3.8%， 是目前国内外真实应用场景运行重卡燃料电池的最好耐久性记录之一，标志着云韬氢能 在重卡燃料电池系统耐久性方面已达到了国际先进水平。 "宁波膜智信息科技有限公司"为势银（TrendBank）唯一工商注册实体及收款账户 势银年会： 2025势银氢燃年会（1月6-8日，宁波） 点此报名 添加文末微信，加 燃料电池 群 近日，行业数据与一项 ...

Core Viewpoint - The hydrogen energy industry has undergone significant transformation over the past decade, evolving from initial challenges to a more mature stage, with a focus on product capabilities rather than capital investment [4][8]. Industry Development - From 2016 to 2018, the hydrogen energy industry faced difficulties, with domestic fuel cell power only at 30kW and limited hydrogen refueling stations [4]. - Between 2019 and 2022, the industry experienced a surge in capital investment, leading to a power increase in fuel cells from 30kW to 240kW within three years, driven by policies from five major demonstration city clusters [4]. - In 2023, the industry faced challenges such as delayed order fulfillment, reduced capital influx, and weakened local support, prompting a reevaluation of its growth trajectory [4][5]. Market Opportunities - The hydrogen energy sector must identify real value creation scenarios, with public transport and sanitation vehicles having direct orders but limited market space and intense competition from pure electric vehicles [5]. - High-power demand in long-haul heavy-duty trucks aligns well with hydrogen energy characteristics, with policies reducing operational costs and optimizing total cost of ownership (TCO) [5][6]. Technological Focus - Hydrogen energy technology has concentrated on durability, with early models like hydrogen buses achieving over 1 million kilometers and recent heavy-duty trucks reaching 5000 hours of operation [6][8]. - Challenges remain in durability for high-power long-haul trucks, including performance degradation of membrane electrodes under high power and long operation times [6]. Company Profile - Hydrogen Road Technology Co., Ltd. is headquartered in Hangzhou, with a production base in Jinhua, focusing on fuel cell systems for transportation and power generation [8]. - The company has a production capacity of 5000 fuel cells per year and has established partnerships with over 10 domestic and international vehicle manufacturers, developing more than 30 vehicle models [8]. - The industry has shifted from a capital-driven narrative to one focused on product strength, with hydrogen energy having a more established commercial foundation compared to emerging fields [8].