The installed capacity of the system increased 1 19% year-on-year.
From the perspective of the whole industry, the installed capacity of fuel cell system was 37MW from June 38 to February, up by 29% from the previous month and 183% from the same period last year, which was the highest in that year. During the period of1-65438+February, the cumulative installed capacity of the fuel cell system was 173MW, an increase of 1 19% compared with last year, and the cumulative value also reached a record high. The double growth of installation data reflects the outstanding performance of the system company throughout the year. In 2022, leading hydrogen energy companies such as SAIC He Jie, Reshaping Technology, Guo Hong Hydrogen Energy and Guo Fu Hydrogen Energy will be listed. It is suggested to pay attention to the investment opportunities in the hydrogen energy and fuel cell sectors.
In terms of branches, in June 5438+February, the installed capacity of Shanghai Ningjie, Guangdong Lihong Hydrogen Power Company and Shanghai He Jie ranked in the top three, with the installed capacity reaching 7.7MW/6.2MW/6.2MW respectively, accounting for 21%17%17% respectively. The installed capacity of Yihuatong decreased, and the orders for the Winter Olympics may be from 1 to 65438+February. The installed capacity of Yihuatong, Haizhuo Dongli and Shanghai Jieninglei ranked in the top three, reaching 54.5 MW/26.1MW/16.2 MW, accounting for 32%/kloc-respectively.
Domestic vehicle sales data show that in June 5438+February, the sales volume of fuel cell vehicles reached 386 vehicles, up 45% from the previous month, including heavy trucks 194 vehicles. During the period of1-65438+February, the cumulative sales volume of fuel cell vehicles was 187 1, in which the proportion of buses and heavy trucks was 48%/4 1% respectively, and the proportion of buses and heavy trucks increased gradually, which was related to the inclination of subsidy policy to heavy load and high power. Although the vehicle sales in 20021year was less than that in 20 19, the installed capacity increased year-on-year, which reflected the improvement of the average power of bicycles and the remarkable improvement of the research and development capability of domestic high-power systems.
In terms of production and sales of demonstration urban agglomerations, in June 5438+February, Shanghai demonstration urban agglomerations landed the most (177 vehicles), followed by Beijing demonstration urban agglomerations with 96 vehicles; 1-65438+In February, the largest number of demonstration urban agglomerations in Beijing (643 vehicles) landed, mainly benefiting from the orders of the Beijing Winter Olympics.
The sales volume of fuel cell vehicles in major countries in the world has increased substantially year-on-year.
Japan: 202 1,1-1,the cumulative global sales volume of Toyota FCV in Japan is 5642, far exceeding that of 1770 in 2020, reaching a record high.
South Korea: In 20021year, the global cumulative sales volume of Hyundai FCV was 9,620 vehicles, up 42% year-on-year; Among them, the local sales volume was 8,502 vehicles, a year-on-year increase of 47%.
United States: From 1 to 12, the cumulative sales volume of FCV in the United States was 3,352, an increase of 258% over last year and a record high; Among them, Toyota's FCV sales in the United States accounted for 78%.
Risk warning
The policy is less than expected; The construction of hydrogen refueling station is less than expected; The reduction of hydrogen cost is lower than expected.