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氢能要抢锂电风口 A股公司加速布局

2017-09-07 07:57:01   新华网

相关扶持政策的出台再次将氢能产业推向风口。由于目前成本相对较高、基础配套设施不到位、研发周期较长等原因,燃料电池汽车产业化时机未到。“但加氢站的投入使用在行业内具有一定的标杆性意义,氢燃料电池汽车有望成为下一个产业风口。”业内人士表示。在资本市场,不少嗅觉灵敏的A股上市公司已抢先一步跨进燃料电池“商业圈” 

“虽然燃料电池汽车尚未形成产业化规模,但加氢站的投入使用在行业内具有一定的标杆性意义,氢燃料电池汽车有望成为下一个产业风口。”业内人士表示。

9月7日,科技部/联合国开发计划署“促进中国燃料电池汽车商业化发展项目”佛山项目启动仪式暨佛山市南海区新能源汽车(氢能)产业招商推介会在南海区丹灶镇召开。据悉,丹灶很快将运营燃料电池公交车,位于该镇的全国首个全商业化运营的加氢站也将正式投入使用。

同时,相关扶持政策的出台再次将氢能产业推向风口。在资本市场,不少嗅觉灵敏的A股上市公司已抢先一步跨进燃料电池“商业圈”。

氢燃料汽车或成下一风口

尽管当下锂电池十分火爆,但不少新能源汽车产业界人士认为氢燃料电池才是真正环保的新能源材料。天能集团技术中心总监侯国友认为:“经过这几年的发展,氢燃料电池汽车已经具备可行性,未来如果锂电池不能解决退役电池的回收问题、锂电池的安全性问题,那么未来3到5年,氢燃料电池会和锂电池一争高下,很可能取代锂电池。”

北京氢璞创能科技有限公司董事长欧阳洵对记者表示:“燃料电池主要有三个方面的优势:一是和锂电池补贴退坡机制相比,政府对燃料电池的补贴支持没有改变。二是技术产业基础不错,且新能源汽车被长期看好。三是燃料电池续航里程是锂电池的2倍,在广大北方地区低温适应性好,全生命周期回收也不错。锂电池充电时间长,燃料电池快捷方便。”

放眼国外市场,其实早在2015年丰田的氢燃料电池轿车就已率先上市,本田也在同一时间推出过氢能源燃料电池车。直到今年,燃料电池汽车市场再一次回归大众视野,如丰田、本田和日产宣布达成协议,与能源公司联手推动日本加氢站的建设。通用、本田宣布合资的燃料电池系统制造公司进入实质运作阶段。

车企巨头再次卷起袖口,国内企业也没闲置。如今年上半年,雄韬股份参股公司氢璞创能与国达氢能源科技有限公司签署了燃料电池电堆购销协议,约定由氢璞创能向国达氢出具授权书,由国达氢在中国区域内销售氢璞创能的燃料电池电堆产品。

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