デフォルト表紙
市場調査レポート
商品コード
1002043

中国の水素燃料電池および燃料電池車(FCEV)市場の展望(予約注文)

Outlook for China's Hydrogen Fuel Cell and Fuel Cell Vehicle Markets (pre-order)

出版日: | 発行: MIC - Market Intelligence & Consulting Institute | ページ情報: 英文 35 Pages | 納期: 3~5営業日

価格
価格表記: USDを日本円(税抜)に換算
本日の銀行送金レート: 1USD=115.72円
中国の水素燃料電池および燃料電池車(FCEV)市場の展望(予約注文)
出版日: 2021年04月15日
発行: MIC - Market Intelligence & Consulting Institute
ページ情報: 英文 35 Pages
納期: 3~5営業日
  • 全表示
  • 概要
  • 図表
  • 目次
概要

1950年代以降、水素燃料電池は航空宇宙分野で成功してきました。セル技術の進歩に伴い、燃料電池は高いエネルギー効率、持続可能性、低騒音などの特徴を持ち、広く採用されています。ダウンストリームセグメントでは、輸送が水素燃料電池の主要なアプリケーション分野となっており、今後もさらなる成長が見込まれています。燃料電池車は、BEV(バッテリー式電気自動車)の弱点を補うことができます。現在、中国は水素製造において世界をリードしています。政府の二酸化炭素排出量削減目標や、商用車に水素燃料電池を使用するメリットから、中国は以前から水素エネルギー、燃料電池、燃料電池車(FCEV)の開発に力を入れています。

当レポートでは、中国における燃料電池開発の概要、燃料電池および燃料電池車(FCEV)の政府政策と産業発展の動向、今後の展望についてまとめています。

目次

第1章 輸送が燃料電池開発を推進

  • 輸送における燃料電池の適用の増加
  • 長いセル寿命とゼロエミッション燃料電池車(FCEV)の最大の利点

第2章 中国の燃料電池と燃料電池車(FCEV)の開発政策

  • 産業発展を加速するための政策支援の強化
  • 地方自治体が本格的に水素エネルギー政策を展開

第3章 中国の燃料電池および燃料電池車(FCEV)産業の発展

  • PEMFCは自動車に適した技術であり、今後の主流となる
  • FCEVの技術とコストの核となる燃料電池スタック
  • PEMFCの性能を左右するMEA、ガスの流路となるバイポーラプレート
  • 燃料電池スタックの信頼性の鍵を握るBOP、BOPの核となるCEM
  • 中国ベンダーが水素ステーションのインダストリーチェーンに参入してビジネスチャンスを創出
  • 中国は燃料電池の主要部品の国産化に力を入れる必要がある
    • 中国はの燃料電池スタックと主要部品の技術と量産能力で大きく遅れをとっている

第4章 中国の燃料電池および燃料電池車(FCEV)市場の見通し

  • FCEVの生産・販売台数は依然少ないが、2021年には大幅に増加する見込み
  • 中国は商用FCEVに注力
  • 中国の商用FCEV開発では、大型トラックの重要性が高まる
  • 中国の商用FCEV開発ではフォークリフトもトレンドに

第5章 MICの視点

付録

企業のリスト

図表

List of Topics

Development of fuel cell, touching on the advantage of fuel cell EV (Electric Vehicles) and differences with battery EV

Development of fuel cell and fuel cell EVs, touching on central and local government policy in China

Development of the full cell and fuel cell EV industries in China, touching on fuel cell types and major international and Chinese suppliers

Development of the full cell and fuel cell EV markets in China, touching on their production volume, and includes production and development of heavy-duty trucks and forklifts in China

Companies covered

3M
AGC
Air Liquide
Air Liquide
Arthur D Little
Asahi Kasei
Bac2
Ballard
Beijing SinoHytec
Cell Impact AB
Cummins
Dongyue Group
DuPont
Foton Motor
Fujikura Rubber
Gräbener
GrafTech
Hanbell Precise Machinery
Honda
Honeywell
Horizon
Houpu Clean Energy
Hydrogenics
Johnson Matthey
Linde Industrial Gases
Mechanology LLC.
Opcon Autorotor AB
Panasonic
Poco Graphite
Porvair
REFIRE
SGL Carbon
Shanghai Elite Energy Technologies
Shanghai Hesen Electric
Shanghai Hongfeng Industrial
Shanghai Hongjun Industrial
Shanxi Meijin Energy
Shenzhen Center Power
Shunhua New Energy
Sino-Platinum Metals
Sinosynergy
Sunki Carbon Group
Sunway
Toray Industries
Toyota
Treadstone Technologies
ViCTORi LLC
W.L.Gore
Xi'an Jiaotong University
Zhejiang University
Zhongshan Broad-Ocean Motor

目次
Product Code: NARPT21041501

Since the 1950s, hydrogen fuel cells have been successfully used in aerospace applications. As cell technology advances, fuel cells have been widely adopted due to their high energy efficiency, sustainability, and low noise levels. Transportation has become a major application area for hydrogen fuel cells in the downstream segment and is expected to grow further. Fuel cell vehicles can make up for the weaknesses of BEVs (Battery Electric Vehicle). Currently, China leads the world in hydrogen production. Due to the government’s carbon emission reduction targets and the advantages of using hydrogen fuel cells in commercial vehicles, China has long focused on the development of hydrogen energy, fuel cells, and FCEVs. This report provides an overview of fuel cell development, looks at government policy and industrial development of fuel cell and FCEV (Full Cell EV) in China, and examines their future development.

Table of Contents

1.Transportation Drives Fuel Cell Development

  • 1.1 Increased Application of Fuel Cells in Transportation
  • 1.2 Long Cell Lifetime and Zero Emissions the Biggest Advantages of FCEVs

2.China’s Fuel Cell and FCEV Development Policies

  • 2.1 Increased Policy Support to Accelerate Industry Development
  • 2.2 Local Governments Roll out Hydrogen Energy Policies in Full Swing

3.Development of China’s Fuel Cell and FCEV Industries

  • 3.1 PEMFC Fit for Automotive Use and to Become Mainstream Technology
  • 3.2 Fuel Cell Stack at the Core of FCEV Technology and Cost
  • 3.3 MEA Plays a Key Role in PEMFC Performance; Bipolar Plates Provide Gas Flow Channels
  • 3.4 BOP the Key to Fuel Cell Stack Reliability; CEM the Core of BOP
  • 3.5 Chinese Vendors Jump into the Hydrogen Refueling Station Industry Chain to Create Business Opportunities
  • 3.6 China Needs to Work Harder on Domestic Production of Key Components for Fuel Cells
    • 3.6.1 China Lags Far behind in Technology and Mass Production Capability for Fuel Cell Stacks and Key Components

4.Outlook for China’s Hydrogen Fuel Cell and FCEV Markets

  • 4.1 FCEV Production and Sales Volume Remains Small but Projected to Grow Strongly in 2021
  • 4.2 China to Focus on Commercial FCEVs
  • 4.3 Increased Importance of Heavy-duty Trucks in China’s Commercial FCEV Development
  • 4.4 Forklifts another Trend in China’s Commercial FCEV Development

5. MIC Perspective

Appendix

List of Companies

List of Tables

  • Table 1 BEVs v.s. FCEVs
  • Table 2 China’s FCEV Roadmap in Energy-saving and New Energy Vehicle Technical Roadmap 2.0
  • Table 3 China’s Fuel Cell and FCEV Development Policies after 2020
  • Table 4 Local Governments’ Subsidy Policies for Hydrogen Refueling Stations
  • Table 5 City Clusters Applying to Become Hydrogen Energy Demonstration City in China
  • Table 6 Types of Fuel Cells
  • Table 7 Comparison of Different Types of Bipolar Plate and Major Chinese Suppliers18
  • Table 8 Gap between Chinese and International Manufacturers in Fuel Cell Technology and Mass Production Capability
  • Table 9 Gap between Chinese and International Manufacturers in Fuel Cell Technology and Mass Production Capability
  • Table 10 Technology Gap between Major Chinese and International Fuel Cell Stack and Key Component Manufacturers

List of Figures

  • Figure 1 Application of Fuel Cells in the Downstream Segment
  • Figure 2. China’s National Development Policies for Fuel Cells and FCEVs before 2019
  • Figure 3 FCEV Cost Structure
  • Figure 4 Distribution of FCEV Cost
  • Figure 5 Composition and Operation of Fuel Cells
  • Figure 6 Major Players in China’s Hydrogen Refueling Station Industry Chain
  • Figure 7 China’s FCEV Production Volume and Development of Fuel Cell Power
  • Figure 8 Worldwide Heavy-duty Truck Production Volume and Major Chinese Manufacturers by Sales Volume
  • Figure 9 Exports and Domestic Sales of Forklifts in China by Engine Type
  • Figure 10 Domestic Production by Sector in China’s Hydrogen Fuel Cell Industry Chain