福田汽車(600166.SH):氫能車輛現在主要是由於燃料電池發動機、儲氫系統等核心零部件還沒有形成市場規模,成本較高
格隆匯12月13日丨福田汽車(600166.SH)12月13日在投資者互動平台表示,氫能車輛現在主要是由於燃料電池發動機、儲氫系統等核心零部件還沒有形成市場規模,成本較高。氫燃料電池系統佔氫能車成本比重約60%,其主要成本在發動機,發動機成本目前處於3000-4000元/kW,據機構預測2030年發動機成本能夠做到600-800元/kW。儲氫系統的成本佔氫能車成本比重約15%,未來隨着碳纖維的產量加大,降幅預計同步提升,同時隨着液氫技術的發展,液氫系統降本空間更為突出。
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