市场调查报告书
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2030 年氢能汽车市场预测:按车辆类型、零件、加氢基础设施、分销管道、最终用户和地区进行的全球分析Hydrogen Vehicle Market Forecasts to 2030 - Global Analysis By Vehicle Type (Passenger Vehicles, Commercial Vehicles, Two-wheelers and Other Vehicle Types), Component, Refueling Infrastructure, Distribution Channel, End User and By Geography |
根据Stratistics MRC预测,2024年全球氢能汽车市场规模将达到125.7亿美元,预计2030年将达到845.7亿美元,预测期内复合年增长率为37.4%。
氢能汽车是一种使用氢气作为燃料的电动车。氢燃料电池将氢和氧结合起来发电,仅排放水蒸气和热。这使得氢动力汽车成为传统内燃机汽车的环保且清洁的替代品。由于氢动力汽车续航里程长、加氢时间短,因此被认为是转型为永续交通和绿色的关键要素。
氢气生产的进展
利用风能和太阳能等再生能源来源生产氢气的进步使其更具成本效益和效率。这些创新减少了对石化燃料的依赖,并使氢气成为更清洁的汽车替代燃料。生产技术的改进将降低氢气的总成本,使製造商和消费者都更负担得起。产能的增加将确保加氢站氢气的稳定供应。随着製造成本下降,氢动力车将日益与电动车竞争。这些进步将有助于将氢确立为可行且永续的运输燃料,并加速市场渗透。
製造成本高
由于使用铂金等稀有材料,氢燃料电池、储存槽和相关零件等材料的製造成本昂贵。这增加了氢汽车的整体成本,使消费者比传统汽车或电池式电动车更难以承受。此外,有限的生产规模和供应链效率低也导致成本上升。缺乏大规模市场采用进一步限制了规模经济并导致价格居高不下。在生产成本下降之前,氢燃料汽车的广泛采用仍将是一项挑战。
扩建加油基础设施
扩大加氢基础设施将需要更多的加氢站,增加氢汽车的便利性和可近性,并解决消费者对里程焦虑的担忧。扩大的基础设施将减少使用氢燃料汽车的公司和车队营运商的业务障碍。随着加油网路的扩大,製造商将更有可能生产氢动力汽车,从而增加市场供应。此外,政府对加氢基础设施的投资将进一步加速氢燃料汽车的采用。最终,扩大基础设施将加速向氢动力运输的过渡。
供应链漏洞
燃料电池中使用的铂金等原材料供应中断可能会增加成本并延迟生产。有限的加氢站进一步限制了氢汽车的使用。全球贸易的不确定性和地缘政治紧张局势可能会阻碍关键零件的及时供应。这些供应链问题将使氢汽车变得更昂贵和实惠。此外,生产瓶颈可能会减少市场上车辆的供应量。
COVID-19 的影响
COVID-19 大流行扰乱了生产、供应链和消费者需求,对氢能汽车市场产生了重大影响。工厂关闭和关闭减缓了汽车製造和基础设施发展,经济不确定性导致对绿色技术的投资减少。然而,疫情也提高了人们对环境问题的认识,促使各国政府在其復原计画中优先考虑永续解决方案。作为疫情后经济重组努力的一部分,向清洁能源和绿色出行的转变重新引发了人们对氢能汽车的兴趣。
燃料电池产业预计将在预测期内成为最大的产业。
燃料电池产业预计将在整个预测期内获得最大的市场占有率,因为它是清洁能源转换的核心技术。燃料电池将氢和氧结合起来发电,只产生水蒸气,因此氢汽车对环境友善。燃料电池技术的进步正在提高效率、降低成本并提高车辆性能。随着燃料电池系统变得更加经济实惠和可靠,汽车製造商越来越积极投资氢燃料汽车。因此,氢燃料汽车越来越多地被采用,特别是商用车和大型车辆。
公共运输产业预计在预测期内复合年增长率最高。
由于永续的交通解决方案,预计公共运输部门在预测期内将显着增长。氢公车、火车和其他公共交通系统提供零排放替代方案,并解决城市空气污染和气候目标。在公共交通中采用氢动力汽车可以减少对石化燃料的依赖并降低长期营运成本。公共部门的倡议将加速加氢站等氢基础设施的投资。这种广泛的部署增强了消费者信心并鼓励更广泛的市场采用。
在预测期内,由于政府的大力支持、技术进步和环保意识的提高,亚太地区预计将占据最大的市场占有率。日本、韩国和中国等国家在氢燃料汽车的发展方面处于领先地位,丰田、现代和本田等主要製造商大力投资燃料电池技术。该地区正在迅速扩大其加氢基础设施,鼓励更广泛的采用。此外,各国政府正在实施政策和奖励,推动氢能作为清洁能源来源,为亚太地区氢能汽车的发展创造有利的环境。
在预测期内,由于政府的大力支持和环保意识的提高,北美地区预计将呈现最高的复合年增长率。随着各汽车製造商推出氢燃料汽车并扩大加氢基础设施,美国和加拿大在采用氢燃料电池技术方面处于领先。丰田、现代、本田等大公司都在积极投资氢燃料汽车的开发。此外,减少温室气体排放和推广清洁能源的努力正在加速市场成长。北美对可再生能源整合和永续交通解决方案的关注使氢能汽车成为未来交通的关键组成部分。
According to Stratistics MRC, the Global Hydrogen Vehicle Market is accounted for $12.57 billion in 2024 and is expected to reach $84.57 billion by 2030 growing at a CAGR of 37.4% during the forecast period. A hydrogen vehicle is a type of electric vehicle that uses hydrogen gas as its fuel source. The vehicle is powered by a hydrogen fuel cell, which combines hydrogen with oxygen to produce electricity, emitting only water vapour and heat as by products. This makes hydrogen vehicles environmentally friendly and a cleaner alternative to conventional internal combustion engine vehicles. They offer long driving ranges; quick refueling times, and is considered a key component in sustainable transportation and the transition to green mobility.
Advancements in hydrogen production
Advancements in hydrogen production from renewable energy sources like wind and solar, is becoming more cost-effective and efficient. These innovations reduce the reliance on fossil fuels, making hydrogen a cleaner alternative for vehicles. Improved production techniques lower the overall cost of hydrogen, making it more affordable for both manufacturers and consumers. Increased production capacity ensures a steady supply of hydrogen for refueling stations. As production costs decrease, hydrogen vehicles become more competitive with electric vehicles. These advancements help establish hydrogen as a viable, sustainable fuel for transportation, accelerating market adoption.
High cost of production
The high cost of production for materials such as hydrogen fuel cells, storage tanks, and related components are expensive to manufacture due to the use of rare materials like platinum. This increases the overall cost of hydrogen vehicles, making them less affordable for consumers compared to traditional vehicles or battery electric vehicles. Additionally, the limited scale of production and supply chain inefficiencies contribute to higher costs. The lack of mass-market adoption further restricts economies of scale, keeping prices high. Until production costs decrease, widespread adoption of hydrogen vehicles will remain challenging.
Expansion of refueling infrastructure
The expansion of hydrogen refueling infrastructure, needs more refueling stations, the convenience and accessibility of hydrogen vehicles improve, addressing consumer concerns about range anxiety. This increased infrastructure reduces operational barriers for businesses and fleet operators using hydrogen-powered vehicles. As refueling networks grow, manufacturers are more inclined to produce hydrogen vehicles, boosting market supply. Additionally, government investments in refueling infrastructure further promote the adoption of hydrogen vehicles. Ultimately, the expanded infrastructure accelerates the transition to hydrogen-powered transportation.
Supply chain vulnerabilities
Disruptions in the supply of raw materials like platinum, used in fuel cells, can increase costs and slow down manufacturing. Limited availability of hydrogen refueling stations further restricts vehicle adoption. Global trade uncertainties and geopolitical tensions can interrupt the timely delivery of essential parts. These supply chain issues make hydrogen vehicles more expensive and less accessible. Additionally, production bottlenecks can lead to lower vehicle availability in the market.
Covid-19 Impact
The COVID-19 pandemic significantly impacted the hydrogen vehicle market by disrupting production, supply chains, and consumer demand. Lockdowns and factory closures delayed vehicle manufacturing and infrastructure development, while economic uncertainty led to reduced investments in green technologies. However, the pandemic also heightened awareness of environmental issues, driving governments to prioritize sustainable solutions in their recovery plans. This shift towards clean energy and green mobility has sparked renewed interest in hydrogen vehicles as part of post-pandemic economic rebuilding efforts.
The fuel cells segment is expected to be the largest during the forecast period
The fuel cells segment is predicted to secure the largest market share throughout the forecast period, due to the core technology for clean energy conversion. Fuel cells generate electricity by combining hydrogen with oxygen, producing only water vapour as a by-product, making hydrogen vehicles environmentally friendly. The advancement of fuel cell technology has led to improved efficiency, driving down costs and increasing vehicle performance. As fuel cell systems become more affordable and reliable, automakers are more inclined to invest in hydrogen-powered vehicles. This enhances the adoption of hydrogen vehicles, especially for commercial and heavy-duty applications.
The public transport segment is expected to have the highest CAGR during the forecast period
The public transport segment is projected to witness substantial growth during the estimation period, due to sustainable transport solutions. Hydrogen buses, trains, and other forms of public transit offer zero-emission alternatives, addressing urban air pollution and climate goals. The adoption of hydrogen vehicles in public transport helps reduce fossil fuel dependence and lowers operating costs over time. Investments in hydrogen infrastructure, like refueling stations, are accelerated by public sector initiatives. This widespread deployment boosts consumer confidence and encourages broader market adoption.
During the projected timeframe, the Asia Pacific region is expected to hold the largest market share due to strong government support, technological advancements, and increasing environmental awareness. Countries like Japan, South Korea, and China are leading in hydrogen vehicle development, with major manufacturers such as Toyota, Hyundai, and Honda investing heavily in fuel cell technologies. The region is rapidly expanding its hydrogen refueling infrastructure, encouraging broader adoption. Moreover, governments are implementing policies and incentives to promote hydrogen as a clean energy source, creating a favourable environment for the growth of hydrogen-powered vehicles in the Asia Pacific.
Over the forecasted timeframe, the North America region is anticipated to exhibit the highest CAGR, by strong government support and increasing environmental awareness. The U.S. and Canada are leading the way in adopting hydrogen fuel cell technology, with various automakers launching hydrogen-powered vehicles and expanding refueling infrastructure. Key players like Toyota, Hyundai, and Honda are actively investing in hydrogen vehicle development. Additionally, initiatives to reduce greenhouse gas emissions and promote clean energy are accelerating market growth. North America's focus on renewable energy integration and sustainable transportation solutions is positioning hydrogen vehicles as a key component of future mobility.
Key players in the market
Some of the key players profiled in the Hydrogen Vehicle Market include Toyota Motor Corporation, Honda Motor Co., Ltd., Hyundai Motor Company, BMW Group, Mercedes-Benz (Daimler AG), Ford Motor Company, General Motors (GM), Nissan Motor Co., Ltd., Volkswagen Group, Audi AG, Ballard Power Systems, Plug Power Inc., Nikola Corporation, Cummins Inc. and Hydrogenics Corporation (Cummins Inc.)
In November 2024, Toyota Motor Europe entered into a groundbreaking cooperation with Karsan to equip Karsan's hydrogen buses with Toyota's fuel cell modules. This partnership aims to enhance public transport sustainability through advanced hydrogen technology.
In September 2024, Toyota and BMW Group announced an extension of their collaboration in the hydrogen sector. The partnership aims to create a broader range of fuel cell electric vehicles (FCEVs) and enhance infrastructure development for hydrogen supply.
In May 2023, Honda and Isuzu Motors Limited entered into a partnership where Honda will develop and supply the fuel cell (FC) system for Isuzu's upcoming fuel cell-powered heavy-duty truck. This collaboration aims to leverage hydrogen technology to achieve carbon neutrality in heavy-duty vehicles.
Note: Tables for North America, Europe, APAC, South America, and Middle East & Africa Regions are also represented in the same manner as above.