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市場調查報告書
商品編碼
1643851
氫內燃機卡車市場:北美和歐洲(2024-2034)Hydrogen Internal Combustion Engine Truck Market, North America and Europe, 2024-2034 |
價格實惠、碳排放可忽略不計,將在短期至中期內推動氫內燃機的廣泛應用
由於消費者興趣下降和原料價格上漲,近期電動車投資出現回落,這可能會促使 H2ICE 等替代性內燃機汽車降低價格溢價,以便在短期至中期內促進消費者的採用。氫動力內燃機只需進行少量的改造就能為顧客帶來價值。這些燃料可以在現有的加油站使用,而無需升級或大幅改造現有的電力基礎設施。
H2ICE 可以滿足與 BEV 和 FCEV 重疊的廣泛使用案例。氫氣補給的可用性仍然是一個主要障礙,使得H2ICE更適合區域性、遠距和重型應用,但對於城市應用的吸引力較小。短期內,氫氣成本和加油站的使用將成為採用 H2ICE 的關鍵促進因素。然而,從長遠來看,純電動車和燃料電池車的零件價格下降以及電力成本下降,可能會使 H2ICE 在擁有成本方面與零排放汽車相比缺乏競爭力。
預計2025年至2034年間,H2ICE的銷量將成長61倍以上,在北美和歐洲的銷量將達到23,640輛,其中北美將佔銷量的53%以上。考慮到使用情況、行駛里程和加油的便利性,預計兩個地區 96% 以上的銷售將來自大型車輛領域。
關鍵問題
Affordable Price Premiums and Negligible Carbon Emissions will Drive the Adoption of Hydrogen Internal Combustion Engines During the Short-to-medium Term
Recent cutbacks in EV investments due to lower consumer interest and higher raw material prices can boost alternative ICE vehicles, such as H2ICE, with lower price premiums that consumers can readily adopt in the short-to-medium term. ICEs running on hydrogen require minimal modifications and offer good customer value. These fuels can be made available at existing fuel stations without the need to upgrade or drastically change existing electricity infrastructure.
H2ICE can provide use cases for a wide range of applications, overlapping with both BEVs and FCEVs. The availability of hydrogen for refueling will remain a major impediment and make H2ICE more suitable for regional, long-haul, and heavy-duty applications and less attractive for urban applications. In the short term, the cost of hydrogen and the accessibility to refueling stations will be major factors in H2ICE adoption. However, in the long term, H2ICE will lose competitiveness in terms of cost of ownership, when compared to zero-emission vehicles, due to falling prices of BEV and FCEV components, as well as the lower cost of electricity.
H2ICE sales is expected to grow more than 61 times between 2025 and 2034 and reach 23,640 units across North America and Europe, with North America contributing more than 53% of the sales. More than 96% of the sales across the 2 regions will come from the heavy-duty segment, given the applications, range, and re-fueling accessibility factors.
Key Issues Addressed