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1588544

全球氫客車市場 - 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個工作天內

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簡介目錄

概述

全球氫客車市場將於 2023 年達到 13 億美元，預計到 2031 年將達到 102 億美元，2024-2031 年預測期間複合年成長率為 29.4%。

隨著各行業優先考慮傳統化石燃料動力運輸的環保替代品，全球氫公車市場正在迅速擴大。氫公車由僅排放水的燃料電池提供動力，提供零排放解決方案，以減少城市污染和對傳統能源的依賴。隨著各國向清潔能源轉型，氫公車在公共交通網路中變得至關重要。

歐洲、北美和亞太地區各國政府正透過投資和監管架構積極推廣氫動力汽車。歐盟委員會表示，氫燃料電池汽車（HFCV）是2050年實現歐盟氣候中和目標的關鍵組成部分，目標是到2030年氫氣產量達到每年1000萬噸。

亞太地區引領市場，尤其是中國、日本和韓國，它們共同佔據了全球氫公車市場成長最快的佔有率。在強制更換柴油公車的國家政策的支持下，該地區政府已撥出大量資金用於氫燃料基礎設施。作為將日本所有能源部門轉向氫能的更廣泛努力的一部分，日本製定了更為雄心勃勃的計劃之一，為其車隊轉向氫能。

動力學

政府支持和清潔能源指令

減少碳排放的政府政策和指令正在推動氫公車市場的成長。在歐洲，《歐洲綠色協議》等旨在到 2030 年將碳排放量減少 55% 的法規正在推動城市採用氫公車來實現環境目標。

同樣，美國環保署 (EPA) 推出了清潔巴士計劃，撥款超過 10 億美元支持購買零排放巴士，包括氫動力車型。監管激勵措施鼓勵公共和私營交通部門投資氫公車車隊，以遵守環境標準並降低與傳統燃料使用相關的營運成本。

此外，全球對氫能基礎設施的投資不斷增加，使得加氫站得以擴大。氫能委員會報告稱，目前全球已有 1,100 多個加氫站投入營運，從 2021 年到 2023 年 10 月，部署量增加了 60%，預計歐洲和亞太地區將顯著成長。這種基礎設施的發展對於支持氫公車的廣泛採用至關重要。

技術進步和氫成本下降

氫燃料電池技術的快速進步，加上氫氣生產成本的下降，正在顯著推動氫公車的採用。燃料電池效率、功率密度和儲氫系統的創新正在改善氫公車的續航里程和性能，使其更具商業可行性。

IEA分析發現，到2030年，由於風能和太陽能等再生能源投資增加，再生能源成本下降，利用再生電力生產氫氣的成本可能下降30%，風能和太陽能是氫氣生產不可或缺的一部分。此外，加氫基礎設施的進步使市政當局更容易從傳統公車過渡到氫燃料公車。

據國際清潔交通理事會稱，到 2025 年，零售加氫站可能會超過 120 個，可支援多達 60,000 輛燃料電池汽車，因為較新的加氫站預計將具有更高的輸送能力。技術突破和成本降低正在推動氫公車市場向前發展，使公共交通運輸業者能夠實現永續發展目標，同時受益於燃油效率的提高和營運成本的降低。

部署成本高且政府監管嚴格

高昂的前期成本和有限的加油基礎設施為市場擴張帶來了挑戰。氫動力公車的價格明顯高於傳統柴油或電池電動公車的價格，經常超過。此外，支持加氫站所需的基礎設施仍然不發達，特別是在拉丁美洲和非洲等地區。

同樣，為了滿足氫能汽車不斷成長的需求，到 2030 年，全球將需要營運 4,000 多個加氫站，這意味著基礎設施的資本投資龐大。此外，氫氣生產和分配的成本仍然是一個挑戰，因為透過電解生產的氫氣仍然比柴油貴 2-3 倍。這些因素在短期內阻礙了氫公車的大規模採用，特別是對於缺乏必要的氫基礎設施的地區。

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