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1588544

全球氢客车市场 - 2024-2031

Global Hydrogen Bus Market - 2024-2031

出版日期: 2024年11月08日 | 出版商:

DataM Intelligence | 英文 215 Pages | 商品交期: 最快1-2个工作天内

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简介目录

概述

全球氢客车市场将于 2023 年达到 13 亿美元，预计到 2031 年将达到 102 亿美元，2024-2031 年预测期间复合年增长率为 29.4%。

随着各行业优先考虑传统化石燃料动力运输的环保替代品，全球氢公车市场正在迅速扩大。氢公车由仅排放水的燃料电池提供动力，提供零排放解决方案，以减少城市污染和对传统能源的依赖。随着各国向清洁能源转型，氢公车在公共交通网路中变得至关重要。

欧洲、北美和亚太地区各国政府正透过投资和监管架构积极推广氢动力汽车。欧盟委员会表示，氢燃料电池汽车（HFCV）是2050年实现欧盟气候中和目标的关键组成部分，目标是到2030年氢气产量达到每年1000万吨。

亚太地区引领市场，尤其是中国、日本和韩国，它们共同占据了全球氢公车市场成长最快的份额。在强制更换柴油公车的国家政策的支持下，该地区政府已拨出大量资金用于氢燃料基础设施。作为将日本所有能源部门转向氢能的更广泛努力的一部分，日本製定了更为雄心勃勃的计划之一，为其车队转向氢能。

动力学

政府支持和清洁能源指令

减少碳排放的政府政策和指令正在推动氢公车市场的成长。在欧洲，《欧洲绿色协议》等旨在到 2030 年将碳排放量减少 55% 的法规正在推动城市采用氢公车来实现环境目标。

同样，美国环保署 (EPA) 推出了清洁巴士计划，拨款超过 10 亿美元支持购买零排放巴士，包括氢动力车型。监管激励措施鼓励公共和私营交通部门投资氢公车车队，以遵守环境标准并降低与传统燃料使用相关的营运成本。

此外，全球对氢能基础设施的投资不断增加，使得加氢站得以扩大。氢能委员会报告称，目前全球已有 1,100 多个加氢站投入运营，从 2021 年到 2023 年 10 月，部署量增加了 60%，预计欧洲和亚太地区将显着成长。这种基础设施的发展对于支持氢公车的广泛采用至关重要。

技术进步和氢成本下降

氢燃料电池技术的快速进步，加上氢气生产成本的下降，正在显着推动氢公车的采用。燃料电池效率、功率密度和储氢系统的创新正在改善氢公车的续航里程和性能，使其更具商业可行性。

IEA分析发现，到2030年，由于风能和太阳能等再生能源投资增加，再生能源成本下降，利用再生电力生产氢气的成本可能下降30%，风能和太阳能是氢气生产不可或缺的一部分。此外，加氢基础设施的进步使市政当局更容易从传统公车过渡到氢燃料公车。

据国际清洁交通理事会称，到 2025 年，零售加氢站可能会超过 120 个，可支援多达 60,000 辆燃料电池汽车，因为较新的加氢站预计将具有更高的输送能力。技术突破和成本降低正在推动氢公车市场向前发展，使公共交通运输业者能够实现永续发展目标，同时受益于燃油效率的提高和营运成本的降低。

部署成本高且政府监管严格

高昂的前期成本和有限的加油基础设施为市场扩张带来了挑战。氢动力公车的价格明显高于传统柴油或电池电动公车的价格，经常超过。此外，支持加氢站所需的基础设施仍然不发达，特别是在拉丁美洲和非洲等地区。

同样，为了满足氢能汽车不断增长的需求，到 2030 年，全球将需要营运 4,000 多个加氢站，这意味着基础设施的资本投资庞大。此外，氢气生产和分配的成本仍然是一个挑战，因为透过电解生产的氢气仍然比柴油贵 2-3 倍。这些因素在短期内阻碍了氢公车的大规模采用，特别是对于缺乏必要的氢基础设施的地区。

The global hydrogen bus market is rapidly expanding as industries prioritize eco-friendly alternatives to traditional fossil fuel-powered transportation. Hydrogen buses, powered by fuel cells that emit only water, offer a zero-emission solution to reduce urban pollution and reliance on conventional energy sources. As countries transition to clean energy, hydrogen buses are becoming essential in public transportation networks.

Governments across Europe, North America and Asia-Pacific are actively promoting hydrogen-powered vehicles through investments and regulatory frameworks. According to the European Commission, hydrogen fuel cell vehicles (HFCVs) are a critical component of achieving the EU's climate neutrality goals by 2050, with targeted hydrogen production to reach 10 million tons annually by 2030.

Asia-Pacific leads the market, especially in China, Japan and South Korea, which collectively account for the fastest growth in the global hydrogen bus market. The region's governments have allocated significant funds toward hydrogen fuel infrastructure, supported by national policies that mandate the replacement of diesel buses. Japan has among the more ambitious plans for a transition to hydrogen for its vehicle fleet, as part of broader efforts to transition all of Japan's energy sectors to hydrogen.

Dynamics

Government Support and Clean Energy Mandates

Government policies and mandates to reduce carbon emissions are driving the hydrogen bus market's growth. In Europe, regulations such as the European Green Deal, which aims for a 55% reduction in carbon emissions by 2030, are pushing cities to adopt hydrogen buses to meet environmental targets.

Similarly, US Environmental Protection Agency (EPA) has introduced the Clean Bus Program, allocating over US$ 1 billion to support the purchase of zero-emission buses, including hydrogen models. The regulatory incentives are encouraging public and private transportation sectors to invest in hydrogen bus fleets to comply with environmental standards and reduce operational costs associated with traditional fuel use.

In addition, investment in hydrogen infrastructure is increasing globally, enabling the expansion of hydrogen refueling stations. The Hydrogen Council reports that more than 1,100 hydrogen refueling stations are now operational globally, with deployment growing by 60% from 2021 to October 2023, with significant growth expected in Europe and Asia-Pacific. This infrastructure development is crucial for supporting the widespread adoption of hydrogen buses.

Technological Advancements and Declining Hydrogen Costs

Rapid advancements in hydrogen fuel cell technology, coupled with declining hydrogen production costs, are significantly driving the adoption of hydrogen buses. Innovations in fuel cell efficiency, power density and hydrogen storage systems are improving the range and performance of hydrogen buses, making them more commercially viable.

IEA analysis finds that the cost of producing hydrogen from renewable electricity could fall 30% by 2030 as a result of declining costs of renewables, driven by increased investments in renewable energy sources like wind and solar power, which are integral to hydrogen production. Moreover, advancements in hydrogen refueling infrastructure have made it easier for municipalities to transition from traditional buses to hydrogen-fueled ones.

According to the International Council on Clean Transportation, more than 120 total retail hydrogen stations may be available by 2025 to support up to 60,000 fuel cell vehicles, as newer stations are expected to have higher delivery capacities. The technological breakthroughs and cost reductions are propelling the hydrogen bus market forward, allowing public transport operators to meet sustainability targets while benefiting from improved fuel efficiency and reduced operating costs..

High Cost of Deployment with Strict Government Regulation

The high upfront costs and limited refueling infrastructure present challenges to market expansion. The price of hydrogen buses is significantly higher than that of traditional diesel or battery electric buses, often exceeding. Additionally, the infrastructure required to support hydrogen fueling stations remains underdeveloped, particularly in regions such as Latin America and Africa.

Similarly, to meet the growing demand for hydrogen vehicles, more than 4,000 refueling stations will need to be operational globally by 2030, representing a significant capital investment in infrastructure. Furthermore, the cost of hydrogen production and distribution remains a challenge, as hydrogen produced through electrolysis is still 2-3 times more expensive than diesel fuel. These factors hinder the mass adoption of hydrogen buses in the short term, particularly for regions lacking the necessary hydrogen infrastructure.

Segment Analysis

The global hydrogen bus market is segmented based on bus type, technology, power output, application, end-user and region.

Public Transportation Sector Leads Adoption

The public transportation sector is at the forefront of hydrogen bus adoption due to the pressing need for sustainable and emission-free transportation solutions in urban areas. Cities across Europe and Asia-Pacific are rapidly integrating hydrogen buses into their public transport fleets, driven by government policies and environmental regulations.

For instance, the Department for Transport provided a EUR 30 million grant to the West Midlands to purchase 124 hydrogen-fueled buses. The buses are powered by green hydrogen, which is generated from renewable energy and emits only water vapor. Similarly, South Korea's Ministry of Environment plan aims to roll out on the street at least 35 hydrogen buses in 2019 ramping this number up to 2000 by 2022 and 41000 by 2040 as part of its Hydrogen Economy Roadmap.

The benefits of hydrogen buses in reducing air pollution, especially in congested cities, are driving demand. Compared to battery electric buses, hydrogen buses offer longer ranges and shorter refueling times, making them suitable for long-distance routes. Public transportation agencies are increasingly adopting hydrogen buses as a sustainable alternative to meet their operational needs while complying with national emissions reduction targets.

Geographical Penetration

Asia-Pacific Dominates Hydrogen Bus Market

Asia-Pacific is the dominant region in the global hydrogen bus market, driven by government initiatives and investments in hydrogen infrastructure. China has set a goal to have 50,000 fuel cell vehicles on its roads by 2025, according to its hydrogen development plan that was released in 2022. Government subsidies and investment in hydrogen refueling stations are key drivers of this growth.

For instance, in China's northern region of Inner Mongolia, a hydrogen industry valued at 100 billion CNY (approximately US$ 15.4 billion) is set to be developed by 2025, according to a report by the Hydrogen Council. Similarly, Japan and South Korea are also major contributors, with hydrogen buses playing a critical role in achieving their respective zero-emission targets. In 2020, Japan announced plans to install 1,200 hydrogen refueling stations by 2030 to support its growing fleet of hydrogen vehicles.

Competitive Landscape

The major global players in the market include Hyundai Motor Company, Ballard Power Systems, Toyota Motor Corporation, Daimler-Motoren-Gesellschaft, Wrightbus, Solaris Bus & Coach, New Flyer, BYD, Iveco and Nel Hydrogen.

Sustainability Analysis

Hydrogen buses are a critical component of achieving global zero-emission transportation goals. The use of hydrogen fuel cells eliminates harmful emissions, offering a sustainable alternative to traditional fossil-fuel-powered public transport. According to the International Energy Agency (IEN), in 2022 global CO2 emissions from the transport sector grew by more than 250 Mt CO2 to nearly 8 Gt CO2, 3% more than in 2021, with hydrogen buses providing a pathway to reduce this figure significantly.

Moreover, hydrogen buses contribute to the circular economy by utilizing renewable energy sources for hydrogen production, particularly green hydrogen generated from solar and wind power. The global push towards sustainable energy solutions has increased investments in green hydrogen projects.

For example, the EU is developing renewable hydrogen and it aims to produce 10 million tons and import 10 million tons by 2030, providing a renewable energy source for numerous applications including hydrogen buses. These initiatives align with the global transition to net-zero emissions, positioning hydrogen buses as a sustainable and scalable solution for future urban transportation networks.

Russia-Ukraine War Impact

The Russia-Ukraine conflict has had notable implications for the global hydrogen bus market, particularly in Europe. As a result of disrupted natural gas supplies from Russia, European countries have accelerated their efforts to reduce dependence on fossil fuels and adopt alternative energy sources like hydrogen. The European Commission's REPowerEU plan aims to diversify energy sources and boost the production of green hydrogen, which is seen as a key element in ensuring energy security.

Furthermore, the war has also impacted supply chains for hydrogen bus components, especially for countries dependent on materials sourced from Russia and Ukraine. However, this has prompted manufacturers to localize production and invest in developing supply chains that are less reliant on conflict-affected regions. With increased investments in local hydrogen fuel cell production and refueling stations, the hydrogen bus market in Europe is expected to grow by a significant growth rate, with a stronger focus on energy independence and sustainability.

Bus Type

Single Deck
Double Deck
Articulated Deck

By Technology

Proton Exchange Membrane Fuel Cell (PEMFC)
Solid Oxide Fuel Cell (SOFC)
Alkaline Fuel Cell (AFC)
Others

By Power Output

<150 kW
150-250 kW
>250 kW

By Application

Urban Public Transportation
Intercity/Regional Transportation
Port and Logistics Operations
Mining and Construction
Waste Management
Others

By End-User

Public Transportation
Private Transportation

Region

North America
- US
- Canada
- Mexico
Europe
- Germany
- UK
- France
- Italy
- Spain
- Rest of Europe
South America
- Brazil
- Argentina
- Rest of South America
Asia-Pacific
- China
- India
- Japan
- Australia
- Rest of Asia-Pacific
Middle East and Africa

Key Developments

In October 2023, Toyota will deploy hydrogen buses for the Paris 2024 Olympics, produced by Caetano and retrofitted by GCK. Toyota's collaboration with Hysetco for hydrogen refueling stations and Air Liquide for low-carbon or renewable hydrogen.
October 2023, Iveco Group N.V. and Hyundai Motor unveiled the IVECO BUS E-WAY H2 at Busworld 2023 in Brussels, a collaboration between the two companies. This 12-meter hydrogen-powered fuel cell electric bus, equipped with advanced hydrogen storage and electric powertrain technologies, marks a concrete step toward zero-emission urban mobility.
In August 2022, Solaris has unveiled its latest hydrogen-powered offering, the Urbino 18, an articulated bus model designed to enhance its zero-emission portfolio. Following the success of its initial hydrogen bus model, Solaris is positioning the Urbino 18 as a key addition to meet the rising demand for clean transportation solutions.

Why Purchase the Report?

To visualize the global hydrogen bus market segmentation based on bus type, technology, power output, application, end-user and region.
Identify commercial opportunities by analyzing trends and co-development.
Excel spreadsheet containing a comprehensive dataset of the hydrogen bus market, covering all levels of segmentation.
PDF report consists of a comprehensive analysis after exhaustive qualitative interviews and an in-depth study.
Product mapping available as excel consisting of key products of all the major players.

The global hydrogen bus market report would provide approximately 78 tables, 74 figures and 215 pages.

Target Audience 2024

Manufacturers/ Buyers
Industry Investors/Investment Bankers
Research Professionals
Emerging Companies

1. Methodology and Scope

1.1. Research Methodology
1.2. Research Objective and Scope of the Report

2. Definition and Overview

3. Executive Summary

3.1. Snippet by Bus Type
3.2. Snippet by Technology
3.3. Snippet by Power Output
3.4. Snippet by Application
3.5. Snippet by End-User
3.6. Snippet by Region

4. Dynamics

4.1. Impacting Factors
- 4.1.1. Drivers
  - 4.1.1.1. Government Support and Clean Energy Mandates
  - 4.1.1.2. Technological Advancements and Declining Hydrogen Costs
- 4.1.2. Restraints
  - 4.1.2.1. High Initial Costs and Infrastructure Limitations
- 4.1.3. Opportunity
- 4.1.4. Impact Analysis

5. Industry Analysis

5.1. Porter's Five Force Analysis
5.2. Supply Chain Analysis
5.3. Pricing Analysis
5.4. Regulatory Analysis
5.5. Russia-Ukraine War Impact Analysis
5.6. DMI Opinion

6. By Bus Type

6.1. Introduction
- 6.1.1. Market Size Analysis and Y-o-Y Growth Analysis (%), By Bus Type
- 6.1.2. Market Attractiveness Index, By Bus Type
6.2. Single Deck*
- 6.2.1. Introduction
  - 6.2.1.1. Market Size Analysis and Y-o-Y Growth Analysis (%)
- 6.2.2. Double Deck
- 6.2.3. Articulated Deck

7. By Technology

7.1. Introduction
- 7.1.1. Market Size Analysis and Y-o-Y Growth Analysis (%), By Technology
- 7.1.2. Market Attractiveness Index, By Technology
7.2. Proton Exchange Membrane Fuel Cell (PEMFC)*
- 7.2.1. Introduction
- 7.2.2. Market Size Analysis and Y-o-Y Growth Analysis (%)
7.3. Solid Oxide Fuel Cell (SOFC)
7.4. Alkaline Fuel Cell (AFC)
7.5. Others

8. By Power Output

8.1. Introduction
- 8.1.1. Market Size Analysis and Y-o-Y Growth Analysis (%), By Power Output
- 8.1.2. Market Attractiveness Index, By Power Output
8.2. <150 kW*
- 8.2.1. Introduction
- 8.2.2. Market Size Analysis and Y-o-Y Growth Analysis (%)
8.3. 150-250 kW
8.4. >250 kW

9. By Application

9.1. Introduction
- 9.1.1. Market Size Analysis and Y-o-Y Growth Analysis (%), By Application
- 9.1.2. Market Attractiveness Index, By Application
9.2. Intercity/Regional Transportation*
- 9.2.1. Introduction
- 9.2.2. Market Size Analysis and Y-o-Y Growth Analysis (%)
9.3. Port and Logistics Operations
9.4. Mining and Construction
9.5. Waste Management
9.6. Others

10. By End-user

10.1. Introduction
- 10.1.1. Market Size Analysis and Y-o-Y Growth Analysis (%), By End-user
- 10.1.2. Market Attractiveness Index, By End-user
10.2. Public Transportation*
- 10.2.1. Introduction
- 10.2.2. Market Size Analysis and Y-o-Y Growth Analysis (%)
10.3. Private Transportation

11. Sustainability Analysis

11.1. Environmental Analysis
11.2. Economic Analysis
11.3. Governance Analysis

12. By Region

12.1. Introduction
- 12.1.1. Market Size Analysis and Y-o-Y Growth Analysis (%), By Region
- 12.1.2. Market Attractiveness Index, By Region
12.2. North America
- 12.2.1. Introduction
- 12.2.2. Key Region-Specific Dynamics
- 12.2.3. Market Size Analysis and Y-o-Y Growth Analysis (%), By Bus Type
- 12.2.4. Market Size Analysis and Y-o-Y Growth Analysis (%), By Technology
- 12.2.5. Market Size Analysis and Y-o-Y Growth Analysis (%), By Power Output
- 12.2.6. Market Size Analysis and Y-o-Y Growth Analysis (%), By Application
- 12.2.7. Market Size Analysis and Y-o-Y Growth Analysis (%), By End-User
- 12.2.8. Market Size Analysis and Y-o-Y Growth Analysis (%), By Country
  - 12.2.8.1. US
  - 12.2.8.2. Canada
  - 12.2.8.3. Mexico
12.3. Europe
- 12.3.1. Introduction
- 12.3.2. Key Region-Specific Dynamics
- 12.3.3. Market Size Analysis and Y-o-Y Growth Analysis (%), By Bus Type
- 12.3.4. Market Size Analysis and Y-o-Y Growth Analysis (%), By Technology
- 12.3.5. Market Size Analysis and Y-o-Y Growth Analysis (%), By Power Output
- 12.3.6. Market Size Analysis and Y-o-Y Growth Analysis (%), By Application
- 12.3.7. Market Size Analysis and Y-o-Y Growth Analysis (%), By End-User
- 12.3.8. Market Size Analysis and Y-o-Y Growth Analysis (%), By Country
  - 12.3.8.1. Germany
  - 12.3.8.2. UK
  - 12.3.8.3. France
  - 12.3.8.4. Italy
  - 12.3.8.5. Spain
  - 12.3.8.6. Rest of Europe
- 12.3.9. South America
- 12.3.10. Introduction
- 12.3.11. Key Region-Specific Dynamics
- 12.3.12. Market Size Analysis and Y-o-Y Growth Analysis (%), By Bus Type
- 12.3.13. Market Size Analysis and Y-o-Y Growth Analysis (%), By Technology
- 12.3.14. Market Size Analysis and Y-o-Y Growth Analysis (%), By Power Output
- 12.3.15. Market Size Analysis and Y-o-Y Growth Analysis (%), By Application
- 12.3.16. Market Size Analysis and Y-o-Y Growth Analysis (%), By End-User
- 12.3.17. Market Size Analysis and Y-o-Y Growth Analysis (%), By Country
  - 12.3.17.1. Brazil
  - 12.3.17.2. Argentina
  - 12.3.17.3. Rest of South America
12.4. Asia-Pacific
- 12.4.1. Introduction
- 12.4.2. Key Region-Specific Dynamics
- 12.4.3. Market Size Analysis and Y-o-Y Growth Analysis (%), By Bus Type
- 12.4.4. Market Size Analysis and Y-o-Y Growth Analysis (%), By Technology
- 12.4.5. Market Size Analysis and Y-o-Y Growth Analysis (%), By Power Output
- 12.4.6. Market Size Analysis and Y-o-Y Growth Analysis (%), By Application
- 12.4.7. Market Size Analysis and Y-o-Y Growth Analysis (%), By End-User
- 12.4.8. Market Size Analysis and Y-o-Y Growth Analysis (%), By Country
  - 12.4.8.1. China
  - 12.4.8.2. India
  - 12.4.8.3. Japan
  - 12.4.8.4. Australia
  - 12.4.8.5. Rest of Asia-Pacific
12.5. Middle East and Africa
- 12.5.1. Introduction
- 12.5.2. Key Region-Specific Dynamics
- 12.5.3. Market Size Analysis and Y-o-Y Growth Analysis (%), By Bus Type
- 12.5.4. Market Size Analysis and Y-o-Y Growth Analysis (%), By Technology
- 12.5.5. Market Size Analysis and Y-o-Y Growth Analysis (%), By Power Output
- 12.5.6. Market Size Analysis and Y-o-Y Growth Analysis (%), By Application
- 12.5.7. Market Size Analysis and Y-o-Y Growth Analysis (%), By End-User

13. Competitive Landscape

13.1. Competitive Scenario
13.2. Market Positioning/Share Analysis
13.3. Mergers and Acquisitions Analysis

14. Company Profiles

14.1. Hyundai Motor Company*
- 14.1.1. Company Overview
- 14.1.2. Type Portfolio and Description
- 14.1.3. Financial Overview
- 14.1.4. Key Developments
14.2. Ballard Power Systems
14.3. Toyota Motor Corporation
14.4. Daimler-Motoren-Gesellschaft
14.5. Wrightbus
14.6. Solaris Bus & Coach
14.7. New Flyer
14.8. BYD
14.9. Iveco
14.10. Nel Hydrogen

LIST NOT EXHAUSTIVE