新华财经上海1月21日电（记者王鹤）以甲醇为核心的醇氢电动技术路线，正凭借独特的综合优势，从 多年的技术储备与区域试点中加速走向商用车主流市场舞台。 业内专家认为，甲醇这一液态新能源不仅为商用车突破纯电、氢燃料电池的应用瓶颈提供了新方案，在 全球能源结构转型的浪潮中，勾勒出又一万亿级新能源赛道的全新图景，成为多元技术路径中极具竞争 力的一极。 新能源商用车渗透率提升多种动力路线并存 "中国已经成为全球最大的商用车市场，电动化、氢燃料电池、甲醇等新能源技术路线都将进入快速发 展阶段。随着'两新'政策的激励以及内销与出口双轮驱动，2025年商用车整体市场已经达到了近四年的 最高点。" 博世智能出行集团中国区董事会总裁王伟良在近日举办的第二届绿色甲醇能源产业发展大会 说。 不过，当国内新能源乘用车新车渗透率已经超过50%时，商用车的新能源渗透率还较低。中国汽车工业 协会最新发布的数据显示，2025年，商用车国内销量达323.7万辆，其中，新能源商用车国内销量87.1万 辆，新能源渗透率为26.9%。 从用户视角看，充电时间长、补能设施少、续航里程短，以及使用场景复杂性导致的产品性能焦虑等主 要痛点，制约新能源商用车 ...

Core Viewpoint - The company emphasizes the importance of methanol-hydrogen electric technology as a sustainable solution for commercial vehicles, addressing energy security and environmental concerns in China's transportation sector [2][4][12]. Group 1: Industry Context - China's energy structure is heavily reliant on fossil fuels, with over 72% of oil dependence on imports, posing significant energy security challenges [3]. - The transportation sector consumes more than 70% of the country's oil, with commercial vehicles accounting for 51% of this consumption, leading to substantial carbon emissions [3]. - The transition to new energy commercial vehicles is crucial for reducing carbon emissions and pollution, as commercial vehicles contribute 56% of CO2 emissions and 80% of particulate matter emissions from all automobiles [3]. Group 2: Technological Development - The company has developed a unique methanol-hydrogen electric power system, which combines the advantages of methanol and electric drive, providing a more efficient solution for commercial vehicles [2][6]. - Methanol is recognized as a "liquid electricity" and "liquid hydrogen," capable of storing hydrogen efficiently, with 1 cubic meter of liquid methanol containing approximately 148 kg of hydrogen [4]. - The methanol-hydrogen electric technology can meet the diverse needs of commercial vehicles across various operating conditions, significantly reducing harmful emissions compared to traditional diesel vehicles [6]. Group 3: Market Opportunities - China produces over 60% of the world's methanol, positioning itself as the largest producer and consumer, with a strong potential for green methanol supply [5]. - The company has initiated several large-scale green methanol production projects, with plans for an annual capacity exceeding 24 million tons by 2024 [5]. - The transition to methanol as a fuel can leverage existing infrastructure, with minimal costs for retrofitting fuel stations, making it a cost-effective solution for the energy transition [9]. Group 4: Economic Benefits - The methanol-hydrogen electric vehicles offer significant cost savings in fuel consumption compared to diesel and LNG vehicles, with a reported fuel cost saving of over 34% [7][11]. - The total cost of ownership (TCO) for methanol-hydrogen electric vehicles is competitive, with lower purchase costs compared to hydrogen fuel cell and pure electric vehicles [10][11]. - The company aims to enhance logistics efficiency and reduce operational costs in the transportation sector, which currently has a logistics cost-to-GDP ratio of 14.1%, significantly higher than that of developed countries [8]. Group 5: Strategic Partnerships - The company has formed strategic partnerships with major industry players like Bosch and ZF to advance the development of methanol-hydrogen electric technology and expand its market presence [12]. - The government has introduced over 50 supportive policies for the promotion of methanol vehicles, indicating a favorable regulatory environment for the industry [12].

点 击 蓝 字 关 注 我 们 1.印度汽车制造协会称2024年出口536万辆汽车 2.土耳其Tofas计划投资生产一款新轻型车 3.西门子斥资1.5亿美元布局加拿大电池研发 4.继与日产汽车合作后 Wayve进军日本市场 目录 国内新闻 1. 吉利醇氢电动商用车将在上海车展展出 2. DeepWay深向重卡完成申通快递首批36台交付 3. 重磅 上汽红岩即将全面复工复产 4. 江淮1卡3款新品重磅齐发 国外新闻 商用车 1 支持有条件的自由贸易试验区深化智能网联汽车道路测试 国内新闻 1.支持有条件的自由贸易试验区深化智能网联汽车道路测试 2.财政部下达2025年第一批节能减排补助资金预算 3.上汽通用别克与Momenta合作推城区辅助驾驶 4.吉利与雷诺集团推出电车改装混动方案 5.2026年悦达起亚计划推出3款产品 6.蔚来成立蔚乐萤汽车销售服务公司 7.比亚迪与沙特阿美宣布就新能源汽车技术开展合作 8.理想超充站突破2100座 2年覆盖31省份219城 本文全文共 4578 字，阅读全文约需 15 分钟 时间:2025.4.22 来源:财联社汽车早报 中共中央、国务院近日印发《关于实施自由贸易试验区提 ...