① According to incomplete statistics from public information, in just three months since 2024, the number of tenders for hydrogen vehicles has reached 2,744, which is more than the whole of last year. ② Qu Fang, an investment advisor at Wanlian Securities, said. “Previously, due to cost issues, the large-scale implementation of hydrogen vehicles was slow. However, in the past two years, fueled by factors such as policy impetus and technological breakthroughs, the commercialization process of hydrogen energy vehicles has been accelerating.”
The 2024 International Hydrogen and Fuel Cell Vehicle Conference and Exhibition (FCVC 2024), co-hosted by the China Society of Automotive Engineers (China SAE) and the International Hydrogen Fuel Cell Association (IHFCA), will be held from June 4 to 6 in Jiading, Shanghai. It is reported that the conference will have the theme of “Concentrating to Innovate the Future of Hydrogen Energy - Firmly Promoting the High-Quality Development of Hydrogen Energy and Fuel Cell Vehicles”. The conference will build an authoritative and professional international cooperation and exchange platform for the industry to jointly promote the integrated development of hydrogen energy and fuel cell vehicle technology and achieve a win-win situation for the industry.
According to incomplete statistics from public information, in just three months since 2024, the number of tenders for hydrogen vehicles has reached 2,744, covering various models such as hydrogen fuel cell buses and heavy trucks. According to the hydrogen cloud chain database, the number of tenders for hydrogen fuel cell vehicles in 2023 is 2,040. This means that the number of tenders in the first three months of this year alone has already surpassed that of the whole of last year. Qu Bang, an investment advisor at Wanlian Securities, said. “Previously, due to cost issues, the large-scale implementation of hydrogen vehicles was slow. However, in the past two years, fueled by factors such as policy impetus and technological breakthroughs, the commercialization process of hydrogen energy vehicles has been accelerating.” Ping An Securities pointed out that fuel cells are devices that use hydrogen gas to generate electricity and are key equipment for hydrogen energy applications. Frost & Sullivan predicts that the national fuel cell system market is expected to exceed 100 billion yuan by 2030.
According to the Finance Federation's theme library, among the relevant listed companies:
The main hydrogen energy business of Yeti Co., Ltd. involves two major aspects: the first is to develop the manufacturing business of fuel cell power systems and core components of the system, relying on thermal power technology and precision manufacturing infrastructure. The second is to extend the application of compressor technology, refrigeration technology, and heat transfer technology to the field of liquid hydrogen and hydrogen energy equipment.
Grimmie has established a hydrogen fuel cell materials research center to develop hydrogen fuel cell catalyst materials for automobiles. It is mainly dedicated to the development of platinum-carbon catalysts, platinum-cobalt alloy catalysts, and platinum-cobalt core-shell structural catalysts.