Hydrogen Fuel Cell Commercialization Accelerates, Cost Reduction of Core Components is Key
Category: Company News
Alongside battery electric vehicles, hydrogen fuel cell vehicles are considered another crucial technological path towards carbon neutrality. As demonstration projects expand and technical bottlenecks are overcome, the commercialization of hydrogen fuel cells is quietly accelerating, with the localization and cost reduction of core components becoming the industry's focus.
The core of a fuel cell system includes the stack, air compressor, hydrogen circulation pump, and Membrane Electrode Assembly (MEA). Previously, these components heavily relied on imports and were costly. Now, domestic companies like SinoHytec and Refire have made significant progress in stack and system integration. Upstream, the localization of key materials like proton exchange membranes, catalysts, and gas diffusion layers is also accelerating.
The cost reduction curve is steeper than expected. With expanding production scale and mature technology, the cost of fuel cell systems has dropped significantly in recent years, creating conditions for large-scale commercial use. If parts companies can achieve breakthroughs in core technologies and high-value-added segments in this hydrogen race, they are poised to secure a place in the future new energy landscape. Continued government investment in infrastructure, such as hydrogen refueling stations, is also providing a boost to the entire industry chain.
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