China Hydrogen Fuel Cell Vehicle Industry Development Depth Report

First, China's hydrogen fuel cell vehicle industry related policies

In October 2016, the “Blue Book of China Hydrogen Energy Industry Infrastructure Development (2016)” issued by the Resource and Environment Branch of China National Institute of Standardization and China Electrical Equipment Industry Association first proposed the development roadmap of China's hydrogen energy industry. The development goals of medium and long-term hydrogen refueling stations and fuel cell vehicles in China have been planned. It mainly includes: by 2020, the number of hydrogen refueling stations will reach 100; the number of fuel cell vehicles will reach 10,000; the number of hydrogen energy rail vehicles will reach 50; by 2030, the number of hydrogen refueling stations will reach 1,000, and the number of fuel cell vehicles will reach 2 million vehicles; by 2050, the network of hydrogen refueling stations will be completed, and the number of fuel cell vehicles will reach 10 million. "Made in China 2025" clearly puts forward the development plan of fuel cell vehicles, and raises the development of hydrogen fuel cells to a strategic level. In addition, cities such as Shanghai and Wuhan have also issued relevant policies for hydrogen fuel cell vehicles, and relevant policies in Shenzhen and Beijing are also being formulated.

Second, China's hydrogen fuel cell vehicle market scale

According to the statistics of the OF week Industrial Research Institute, in 2017, the pilot projects of hydrogen fuel cell vehicles have been carried out in China, almost all of which are concentrated in the commercial vehicle sector. In 2017, the national fuel cell commercial vehicle production was 1,226, of which logistics vehicles accounted for 94% of the total output. %. Since January 2017, a total of 150 hydrogen fuel buses have been produced nationwide, of which Beiqi Foton Motor Co., Ltd. and Shanghai Automotive Commercial Vehicle Co., Ltd. are the top two producers, accounting for 84% of the market.

Third, the development stage of China's hydrogen fuel cell vehicle production enterprises

Different from the development routes of foreign fuel cell manufacturers such as Toyota and Hyundai, China's hydrogen fuel cell auto companies are mainly distributed in the commercial vehicle sector, and hydrogen fuel cell commercial vehicles have been mass-produced. The hydrogen fuel cell passenger car is still in the demonstration operation stage. Among them, SAIC Group has invested the most in fuel cell passenger cars, and has achieved 81 demonstration operations.

Fourth, China's hydrogen fuel cell vehicle development forecast

In terms of fuel cell commercial vehicles, some Chinese automakers have entered the mass production stage. Under the continuous promotion of relevant national policies and industries, China's fuel cell commercial vehicles will enter the regional maturity stage in 2020-2025, and will enter an outbreak in 2025-2030 growth. In terms of fuel cell passenger cars, it is expected to enter the stage of mass production in 2020-2025. It is estimated that the production of commercial fuel cell commercial vehicles in China will reach 30,000 in 2025, and will enter the stage of large-scale development after 2025.

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