图1: 氢能中长期发展规划要点 ...................................................................................... 5
图2:2019~2022 年前 5月氢能车产销数据对比 ............................................................ 8
图3:燃料电池车单月销量变化 ........................................................................................ 8
图4:燃料电池商用车销量结构 ........................................................................................ 9
图5:主要商用车型销量结构对比 .................................................................................... 9
图6:燃料电池平均单台车装车电量 ................................................................................. 9
图7:燃料电池装车电量 ................................................................................................... 9
图8:五大城市群分类型车种累计接入量 ....................................................................... 10
图9:五大城市群分类型车种累计行驶里程 .................................................................... 10
图10:2022 年4月示范城市群样本车辆运行监测数据 ................................................. 11
图11:2022 年4月示范城市样本电动车辆日均行驶数据对比 ....................................... 11
图12: 纯电动车及燃料电池车历史销量对比 ................................................................ 11
图13:国内各类车型年度成本比较 ................................................................................ 13
图14:氢能重卡 TCO 成本趋势 ..................................................................................... 13
图15:“十四五”期间 FCEV 保有量预测 .......................................................................... 14
图16: FCEV 质子交换膜用量预测 ............................................................................... 14
图17:未来氢能车保有量预测........................................................................................ 15
图18:国内车用燃料电池累计规模预测 ......................................................................... 15
图25: 燃料电池船舶装机规模预测 .............................................................................. 17
图21:电解槽系统成本组成 ........................................................................................... 22
图22:电解水制氢生产成本分项占比 ............................................................................. 22
图23:碱性电解槽成本明细构成 .................................................................................... 23
图24:PEM 电解槽成本明细构成 .................................................................................. 23
图25: 碱性电解槽电解水制氢成本测算 ....................................................................... 24
图26: PEM 电解槽电解水制氢成本测算 ...................................................................... 25
图27: 电解槽市场规模预测 ......................................................................................... 26
图28: 风光互补耦合发电制氢系统结构图 .................................................................... 27
图29:储氢瓶结构示意图 ............................................................................................... 31
图30:III 型、IV 型储氢瓶比较....................................................................................... 31
图31: 中信燃料电池指数收益率 .................................................................................. 33