出乎意料!听上去普普通通并不"高大上"的一个名字，竟然是当今科技领域的顶流！它可以使氢燃料电池汽车续 航轻松超过1000公里。 10月8日，瑞典皇家科学院宣布，将2025年诺贝尔化学奖授予日本京都大学北川进、澳大利亚墨尔本大学理查德·罗布 森和美国加州大学伯克利分校奥马尔·亚吉，以表彰他们在"金属有机框架材料（MOFs）"研究方面的开创性工作。 改写氢能未来的材料 据报道，MOFs能够高效分离、回收和储存气体等物质，目前全球研究进展迅速，产业应用也在扩大。 该材料内部布满微孔，每克的表面积堪比一个足球场，可大量吸附特定分子。理查德·罗布森率先提出了这种新型分子 结构的概念，并预言它可以用于催化化学反应等用途。1989年，北川进首次发现可利用含有金属与有机物的"金属配合 物"形成蜂巢状规则孔洞的多孔性材料。奥马尔·亚吉则研制出多种具备实用价值的MOFs，其中一种材料可以从沙漠空气中 捕获水蒸气。 此后，科学家们研究发现，MOFs不仅制造简单，还能设计成让目标物质自然进入其微孔中，因此被认为有望以低成 本、高效率实现分离与回收。这种材料今后被寄予厚望的是在脱碳领域的应用。如果能利用它从工厂废气或空气中分离、 回收 ...

2021年起，五部门先后批复京津冀、上海、广东、郑州及河北五大示范城市群，全国燃料电池城市群形 成"3＋2"示范应用格局。数据显示，截至目前，五大城市群已示范推广燃料电池汽车达1.8万辆，其中 重型货车占比最高接近60％，加氢站累计建设超过180座，车辆累计用氢行驶超过5亿公里，显著减少了 碳排放，助力"双碳"目标持续推进。 数据显示，示范前三年度中央财政累计发放奖励资金超51亿元，示范期最后一年还剩45.4％的奖励资金 未拨付。其中，获得资金累计前五位的城市依次为上海、唐山、北京、郑州和天津。近期，新疆哈密、 山西吕梁、河南济源、河南濮阳、河北沧州、辽宁大连等地也加入了示范城市群。 《蓝皮书》显示，截至2024年，我国燃料电池汽车累计推广2.8万辆，其中去年销售7131辆，同比略降 5％，但系统装机量820MW，同比增10.7％，单车功率提升显著；销量集中在示范城市群，车型以牵引 车和专用车为主，应用场景覆盖全面，上线运营率约70％。在示范政策推动下，电堆、膜电极、双极 板、空压机、氢气循环系统等关键部件的国产化率从示范前占比不到10％增长到超过90％，燃料电池系 统成本从示范前15000元／kW降低到25 ...

Core Insights - The production and sales of hydrogen fuel cell vehicles in China have significantly declined in June, with production down 81.5% year-on-year and sales down 76.4% [1] - The cumulative production and sales for the first half of the year also show a decline of 47.2% and 46.8% respectively, indicating a pressing need for continued support in the market [1] Policy and Support - A four-year demonstration application project initiated by five government departments aims to support the development of hydrogen fuel cell vehicles through a "reward instead of subsidy" policy [2] - The project focuses on key technology industrialization and demonstration applications, with rewards allocated based on the completion of set goals by participating urban clusters [2] Achievements and Challenges - The demonstration project has led to significant achievements, including improved product performance, innovation in key components, and a substantial reduction in fuel cell costs [3] - Despite these advancements, the industry faces challenges such as market scale shrinkage post-demonstration and many companies operating at a loss, which could threaten their sustainability [4] Market Dynamics - The rapid development of electric vehicles in China is creating competitive pressure on hydrogen fuel cell vehicles, limiting their market space [4] - Current high costs of vehicle purchase and hydrogen refueling hinder the economic viability of hydrogen fuel cell vehicles compared to traditional fuel and electric vehicles [4] Future Directions - Continued support for hydrogen fuel cell vehicle demonstration applications is deemed essential for the industry's sustainable development [5][6] - Recommendations include initiating a second phase of the demonstration project with a focus on long-haul heavy commercial vehicles and expanding the scope of policy support to include various hydrogen-related technologies [6][7]

Core Insights - The hydrogen fuel cell vehicle industry in China has entered a new stage of large-scale and commercial development, as indicated by the recent report from the China Automotive Technology and Research Center [1] Industry Development - The fuel cell vehicle industry has achieved a breakthrough from 0 to 1, moving past the technological and economic inflection point, and is now in a critical phase of rapid scaling [2] - Key initiatives since 2009, including demonstration projects and the establishment of hydrogen highways, have significantly promoted the industry's large-scale development [2] - Policies such as toll fee exemptions for hydrogen highways in 10 provinces and 4 cities have further accelerated the development of hydrogen infrastructure [2] Operational Data - The "Hydrogen Vehicle Journey" initiative has demonstrated that fuel cell systems can meet highway operational demands, although some reliance on battery compensation is necessary during acceleration [3] - Actual hydrogen refueling range is approximately 68% of theoretical values, with refueling taking about 12 minutes on average [3] - Over 70% of hydrogen used in vehicles comes from industrial by-products, with the average refueling cost around 30.42 yuan, where production costs account for over half [3] Safety and Reliability - 67% of vehicles scored above 95 in safety reliability, indicating a generally high level of operational safety [3] - Data quality issues have been identified as a primary reason for lower safety reliability scores [3] Economic Viability - The operational costs of fuel cell vehicles are beginning to approach those of traditional fuel vehicles, with specific models showing lower costs per kilometer [5][6] - The "Yun Tao" model and "Yu Tong" model have demonstrated successful commercial applications with competitive operational costs compared to fuel vehicles [5][6] Future Outlook - The successful operation of fuel cell vehicles indicates a need for collaborative efforts among local governments, industry leaders, and application scenarios to establish viable business models [7] - Future growth in the hydrogen fuel cell vehicle market will require clear national policies, expansion of hydrogen application scenarios, and improved supply chain systems [7]

Core Viewpoint - The hydrogen fuel cell vehicle market in China is experiencing a significant downturn, with a 50% year-on-year decrease in sales during the first seven months of 2025, indicating a deep adjustment period for the industry [3]. Market Status Analysis - In the first half of 2025, the market showed dual characteristics of "weakened policy drive" and "prominent structural contradictions" [3]. - From January to July 2025, only 2,318 hydrogen fuel cell vehicles were registered, down from 3,476 in the same period of 2024 [3]. - Cumulatively, 30,565 hydrogen vehicles have been promoted since 2017, with an actual retention of 24,582 vehicles, considering a five-year warranty period [3]. - Among the promoted vehicles, approximately 17,433 were in demonstration city clusters, accounting for 70.9% of the total [3]. Demonstration City Cluster Market Forecast - **Beijing-Tianjin-Hebei Cluster**: Target of 5,300 vehicles, with a theoretical completion rate exceeding 100%. Growth in major cities was limited to 368 vehicles from January to July 2025 [6]. - **Shanghai Cluster**: Target of 5,000 vehicles, with a completion rate of 90.4%. Major cities saw a growth of 101 vehicles in the same period [7]. - **Guangdong Cluster**: Target of 10,000 vehicles, with a completion rate of only 28.1%. The region faces challenges such as provincial coordination and hydrogen source shortages [8]. - **Hebei Cluster**: Target of 7,710 vehicles, with a completion rate of 61.9%. Major cities saw a growth of 100 vehicles [9]. - **Henan Cluster**: Target of 5,000 vehicles, with a completion rate of 69.4%. Major city Zhengzhou saw a growth of 122 vehicles [10]. 2025 Market Forecast Breakdown - **Five Major Demonstration City Clusters**: Expected to deliver 5,095 vehicles based on completion rates [12]. - **Newly Added Six Cities**: Expected to deliver 2,500 vehicles, assuming a 50% completion rate [12]. - **Non-Demonstration Cities**: Expected to deliver between 1,500 to 2,000 vehicles, with Chengdu projected to contribute 1,000 vehicles in 2025 [12]. Enterprise Market Forecast Breakdown - Leading domestic system enterprises are expected to deliver over 8,500 vehicles, with specific plans from various companies: - Guohua Technology: 2,000 vehicles - Dongfang Hydrogen: 800 vehicles - Weishi Energy: 800 vehicles - Yuntai and Hyundai: nearly 1,000 vehicles each - Huafeng: 500 vehicles - Reshaping Guohong: 1,500 vehicles from three established companies [14]. Overall Market Forecast for 2025 - **Conservative Scenario**: Less than 6,500 vehicles due to ongoing local financial constraints and unresolved structural contradictions [15]. - **Neutral Scenario**: 7,000 to 8,000 vehicles with normal progress in existing city clusters and new city contributions [15]. - **Aggressive Scenario**: More than 10,000 vehicles if policies are extended and Guangdong performs better than expected [15]. - The market performance may fluctuate by ±40% due to policy adjustments, with Guangdong's progress being a critical variable [15].

Core Insights - The hydrogen fuel cell vehicle industry is entering a new phase of quality improvement and accelerated growth, driven by the global push for carbon neutrality and the increasing application potential of hydrogen energy in various sectors [2][4]. Industry Development - China's fuel cell technology has transitioned from "catching up" to "running alongside" global standards, making it the country with the highest number of commercial fuel cell vehicles [4]. - By the end of 2024, over 28,000 fuel cell vehicles are expected to be promoted in China, with key technologies achieving breakthroughs and commercial fuel cell power density reaching international advanced levels [4][5]. Technological Advancements - Significant advancements in fuel cell technology include: - Reliability improvements with average first failure mileage and average interval failure mileage both exceeding 100,000 kilometers [5]. - Successful low-temperature start technology at -40°C [5]. - Hydrogen consumption for 12-meter fuel cell buses reduced to below 5 kilograms per 100 kilometers, achieving international leadership [5]. - The industry is witnessing trends such as membrane electrode technology iteration, breakthroughs in high-temperature technology, and accelerated commercialization of new generation stack technology [5]. Market Trends - The global fuel cell technology is shifting focus towards heavy-duty commercial vehicles, with countries like the US and Japan prioritizing fuel cell heavy trucks [7]. - The application of hydrogen fuel cell vehicles in heavy-duty commercial vehicles is seen as a key to overcoming commercialization challenges in the industry [8]. Cost Structure and Business Models - The cost of hydrogen fuel is becoming a critical factor, with estimates indicating that the fuel cost for a 1,000-kilometer hydrogen fuel cell truck could reach 300,000 to 400,000 yuan, surpassing the cost of the fuel cell system itself [10]. - Innovative business models such as hydrogen bottle leasing and exchange systems are proposed to reduce lifecycle costs and enhance market competitiveness [10][11]. Policy and Infrastructure - The industry emphasizes the need for improved hydrogen supply systems, simplified approval processes for self-use hydrogen stations, and collaborative efforts to reduce fuel cell costs [12]. - Establishing international hydrogen standards and enhancing regional collaboration are also highlighted as essential for accelerating the commercialization of hydrogen fuel cell vehicles [12].

Core Insights - The 2025 International Hydrogen Energy and Fuel Cell Vehicle Conference was held in Shanghai, showcasing nearly 300 domestic and international companies focusing on new products and technologies in hydrogen fuel cell vehicles [1] - Significant advancements in hydrogen fuel cell technology were highlighted, including a new hydrogen hybrid passenger vehicle that has demonstrated over 10,000 kilometers of operation [3] - The latest generation of hydrogen fuel cell passenger vehicles has improved its range from 550 kilometers to 700 kilometers, with a refueling time of just 5 minutes [4] Technology Advancements - A newly developed catalyst has enhanced the stability and durability of fuel cells, improving overall performance by 10% to 15% [6] - A titanium-based bipolar plate has been introduced with a lifespan expected to exceed 30,000 hours and a cost reduction of over 30% [6] - The conference featured the world's largest hydrogen fuel cell mining truck, capable of carrying 260 tons and equipped with five 200 kW fuel cells [9] Environmental Impact - The 260-ton hydrogen mining truck can reduce carbon dioxide emissions by 3,000 tons annually and save approximately 30 million yuan in fuel costs over its lifecycle [11] - Hydrogen fuel cell vehicles are recognized for their zero emissions, long range, and strong low-temperature adaptability, making them a key pathway for decarbonizing the transportation sector [12] Market Applications - Hydrogen fuel cell vehicles are being applied in various sectors, including heavy-duty transport, cold chain logistics, and municipal sanitation, with significant operational mileage achieved [12][14] - In Guangdong, a refrigerated truck with a 90 kW fuel cell system operates an average of over 200 kilometers daily, showcasing the versatility of hydrogen fuel cell technology [14] Policy Support - The Chinese government has increased policy support for hydrogen fuel cell vehicles, facilitating the industry's transition to large-scale development [15] - New pilot cities have been added to support the hydrogen energy sector, indicating a growing commitment to the development of hydrogen fuel cell vehicles [15] Industry Outlook - Experts suggest that the current market may represent a turning point for hydrogen energy, with expectations of stable growth in the next three to five years [14] - The establishment of a complete ecological loop is essential for reducing costs across all stages of fuel cell vehicle deployment, aiming for large-scale commercial operation [17]

Group 1: Core Insights - The all-new NEXO hydrogen fuel cell vehicle was showcased in China, with a target of 20,000 global sales [1] - The Chinese hydrogen energy industry is entering a new phase of rapid development, with 2025 being a critical year for growth [3][4] - China aims to produce and consume over 36.5 million tons of hydrogen by 2024, leading the world in hydrogen energy production [3] Group 2: Market and Policy Environment - The implementation of the Energy Law in January 2023 has established hydrogen energy's status within China's energy management system [3] - China has built over 540 hydrogen refueling stations by the end of 2024, ranking first globally, and has promoted approximately 24,000 fuel cell vehicles [4] - The government is focusing on expanding hydrogen applications in various sectors, including transportation, industry, and public services [4][7] Group 3: Challenges and Solutions - The hydrogen industry faces challenges such as high costs, insufficient refueling infrastructure, and limited application scenarios [5][6] - Collaboration between government and enterprises is essential to address these challenges, including accelerating infrastructure development and providing incentives for fuel cell vehicle usage [6][7] Group 4: Company Developments - HTWO Guangzhou has achieved localized mass production of fuel cell systems and has promoted around 500 fuel cell vehicles, covering various applications [10] - The company is expanding its business into non-transportation sectors, such as forklifts and distributed power generation, to diversify its commercial pathways [10] - HTWO Guangzhou aims to establish a hydrogen value ecosystem and plans to develop new vehicle models in collaboration with local partners [12]