MJNY(SZ:000723)2022-11-21 15:40Group 1: Hydrogen Production and Pricing - Hydrogen's high price is a barrier to the development of hydrogen fuel cell vehicles. The mature technology of coke oven gas hydrogen production is currently a major method due to its lower cost and abundant gas sources [2] - The guidance price for hydrogen set by the Ministry of Finance and other departments is 35 yuan/kg, indicating significant profit potential for the company's hydrogen production segment [3] Group 2: Hydrogen Fuel Cell Vehicle Development - Hydrogen fuel cell vehicles are still in the promotion stage, focusing on specific scenarios (e.g., parks, ports) and routes (e.g., public transport), which align with policy support conditions [2] - Heavy-duty hydrogen fuel cell trucks, buses, and other models are the main vehicles promoted in the current initial stage due to lower infrastructure requirements [2] Group 3: Infrastructure and Operational Efficiency - A hydrogen fuel cell vehicle can travel approximately 300-400 kilometers on a full tank, necessitating hydrogen stations to be within a service radius of 150-200 kilometers, which significantly impacts vehicle promotion [3] - A heavy-duty truck consumes about 8-11 kg of hydrogen per 100 kilometers, translating to an annual consumption of 8-10 tons if it travels 100,000 kilometers [3]