Since 20 18, the Ministry of Industry and Information Technology has issued a total of 15 batches of valid catalogues, covering 9 1 models of hydrogen fuel cells (the fifth batch in 20 18, the first batch in 20 19) By the end of June this year, 5 1 hydrogen fuel cell vehicles (from 17 vehicle companies) had been successfully put into production, with a cumulative output of 2,993 vehicles. Among them, 20 18 produced 1585 vehicles, and 20 19 produced 1408 vehicles. The total installed power of on-board hydrogen fuel cell reaches 97.05MW.
Among them, Dongfeng brand of Dongfeng Motor, Zhongtong brand of Zhongtong Bus Holding Co., Ltd. and Feichi brand of Foshan Feichi Automobile Manufacturing Co., Ltd. led the top three with 9 models, 9 models and 5 models respectively.
So who provided the hydrogen fuel cell system, the core component of these hydrogen fuel cell vehicles (FCV)? How much market share did companies grab when the fuel cell automobile industry was in the ascendant?
Statistics from the Research Department of Power Battery Application Branch show that from 20 18 to the first half of 20 19, Shanghai Remodeling Energy Technology Co., Ltd. (hereinafter referred to as Shanghai Remodeling), Shanghai Electric Drive Co., Ltd. (hereinafter referred to as Shanghai Electric Drive), Guangdong Guo Hong Remodeling Energy Technology Co., Ltd. (hereinafter referred to as Guangdong Guo Hong Remodeling) and Beijing Yihuatong Technology Co., Ltd. (hereinafter referred to as Beijing Yihuatong). The total installed capacity contributed by the four enterprises is 68.47MW, accounting for 70.55% of the total installed capacity in this period.
20 18 -20 19 June total installed power of hydrogen fuel cell system suppliers.
According to the previous report of Battery China Network, all hydrogen fuel cell vehicles selected in the catalogue of the Ministry of Industry and Information Technology only cover passenger cars and special vehicles, which are divided into van transport vehicles and refrigerated trucks, and passenger cars have not appeared for the time being.
According to vehicle types, the installed power of buses put into operation in the first half of 20 18 -20 19 was 42.80MW, and Guangdong Guo Hong Rebuilding, Xinyuan Power Co., Ltd., Beijing Yihuatong and three head enterprises * * * seized nearly 70% of the bus fuel cell system market, accounting for 28.79% and 28.79% respectively.
Hydrogen fuel cell system supplier installed bus power in June 20 18 -20 19.
According to the statistics of the Research Department of Power Battery Application Branch, the installed power of box-type transport vehicles put into operation in the first half of 20 18 -20 19 is 54.09MW, and there are 1 1 manufacturers involved in the supply of hydrogen fuel cells. The top three companies that won the most market share were Shanghai Transformation, Shanghai Electric Drive and Guangdong Guo Hong Transformation.
Truck installed power of hydrogen fuel cell system supplier from June 20 18 to June 20 19.
In addition, from 20 18 to now, only two types of refrigerated trucks have been selected among the 9 1 hydrogen fuel cell vehicles listed in the catalogue of the Ministry of Industry and Information Technology, both of which are "Dongfeng brand" produced by Dongfeng Motor. The fuel cell system is provided by Edelman Hydrogen Energy Equipment Co., Ltd. and Wuhu National Hydrogen Energy Co., Ltd., with installed power of 0.035MW and 0. 124MW respectively.
Although the industry of hydrogen fuel cell vehicles is not yet mature and the market needs to be developed, with the increase of policy support, there are more and more upstream and downstream entrants, and the competition among fuel cell system suppliers is becoming more and more fierce. Both passenger cars and box-type transport vehicles have begun to show obvious "head effect", and about three companies have seized about two-thirds of the cakes in the market. At the same time, other companies are also testing the water, trying to take the lead and grab as much as possible in the uncertain overall situation of the fuel cell vehicle market.
In addition, through comparison, it can be found that different fuel cell system suppliers focus on different fields. Taking the total installed power of fuel cell vehicles as an example, the battery products modified by Guangdong Guo Hong and Beijing Yihuatong take into account both passenger cars and special vehicles, but they are relatively biased towards hydrogen fuel cell buses; The main fields of Xinyuan Power, Shanghai Remodeling and Shanghai Electric Drive are relatively simple. The former all bet on passenger cars, while the latter two bet on box-type transport vehicles. Companies give full play to their advantages and try to win the first place in the start-up of hydrogen fuel cell vehicles.
Source: Battery China Network