<ul>
<li>中国目标到 2030 年实现 10 万辆燃料电池汽车，并降低氢气价格。</li>
<li>中央政府将资助选定的城市群，以补贴氢气供应链的商业应用。</li>
</ul>
<p><img src="https://imageproxy.pbkrs.com/https://cnevpost.com/wp-content/uploads/2026/03/2026031608260361.jpg?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://cnevpost.com/wp-content/uploads/2026/03/2026031608260361.jpg"/></p>
<p>（2025 年 4 月吉利在上海车展上发布的甲醇动力赛车。图片来源：CnEVPost）</p>
<p>中国于周一发布了一项政策，旨在推动氢气在多个工业领域的商业应用。</p>
<p>根据今天由包括工业和信息化部（MIIT）在内的三个主要政府机构发布的官方文件，该国计划到 2030 年将燃料电池汽车队伍扩大到 10 万辆。</p>
<p>政府旨在将氢气的平均终端用户价格降低到每公斤 25 元（3.6 美元）以下，某些地区的价格预计将降至约 15 元。</p>
<p>加入我们在 Telegram 或 Google News</p>
<p>为了支持这一雄心勃勃的绿色转型，中央政府将向每个选定的城市群提供高达 16 亿元的资金，启动试点项目。</p>
<p>试点项目将利用竞争机制选择符合条件的城市群，率先推动氢气的全面商业应用。</p>
<p>竞争的城市群必须具备强大的产业基础、多样化的应用场景，以及涵盖生产、储存、运输和利用的完整氢气供应链。</p>
<p>目前，燃料电池汽车在中国仍然是一个非常小众的市场，根据中国乘用车协会（CPCA）的数据，乘用车的月生产量仅在几十或几百辆。</p>
<p>吉利汽车是该领域为数不多的活跃国内汽车制造商，而绝大多数中国汽车制造商目前专注于新能源汽车（NEVs）。</p>
<p>除了传统交通领域，中国政府还鼓励氢气应用的大规模扩展，进入更广泛的多元化工业领域。</p>
<p>官方文件中列出的重点领域包括绿色氨和甲醇的大规模生产、氢基化学原材料的逐步替代，以及低碳氢冶金工艺。</p>
<p>政府官员预计，应用规模的扩大将推动燃料电池、电解槽以及储存和运输设备等核心领域的重大技术迭代和突破。</p>
<p>根据该文件，这一雄心勃勃的国家战略旨在将氢气确立为经济增长的新动力，并支持国家经济和社会发展的全面绿色转型。</p>
<p><img src="https://imageproxy.pbkrs.com/https://cnevpost.com/wp-content/uploads/2026/01/2026011605230612-768x432.jpg?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="768" height="432" original-src="https://imageproxy.pbkrs.com/https://cnevpost.com/wp-content/uploads/2026/01/2026011605230612-768x432.jpg"/></p>
<p>中国规定电动车电池在报废时必须随车处理</p>
<p>到 2030 年，中国的废旧动力电池年产量预计将超过 100 万吨。</p>
<p>（1 美元 = 6.9018 元）</p>

中国环境指数 MSCI ETF - KraneShares

GX中国洁能

HYDR

HDRO

<p>中国计划到 2030 年将燃料电池汽车队伍扩大到 10 万辆，并将氢气价格降低到每公斤 25 元（3.6 美元）以下。政府将为选定的城市群提供高达 16 亿元的资金，以促进氢气供应链应用。该倡议包括在多个行业扩大氢气的使用，例如绿色氨生产和低碳冶金。此战略旨在将氢气作为经济增长的关键驱动力，并支持国家的绿色转型</p>

<blockquote>
<ul>
<li>China targets 100,000 fuel cell vehicles by 2030 and lower hydrogen prices.</li>
<li>The central government will fund selected city clusters to subsidize the commercial application of the hydrogen supply chain.</li>
</ul>
</blockquote>
<div class="lb-trans"><ul>
<li>中国目标到 2030 年实现 10 万辆燃料电池汽车，并降低氢气价格。</li>
<li>中央政府将资助选定的城市群，以补贴氢气供应链的商业应用。</li>
</ul>
</div><p><img src="https://imageproxy.pbkrs.com/https://cnevpost.com/wp-content/uploads/2026/03/2026031608260361.jpg" alt="" original-src="https://cnevpost.com/wp-content/uploads/2026/03/2026031608260361.jpg"/></p>
<p>(A methanol-powered race car unveiled by Geely at the Shanghai Auto Show in April 2025. Image credit: CnEVPost)</p>
<div class="lb-trans"><p>（2025 年 4 月吉利在上海车展上发布的甲醇动力赛车。图片来源：CnEVPost）</p>
</div><p>China released a policy on Monday aimed at driving the commercial application of hydrogen across multiple industrial sectors.</p>
<div class="lb-trans"><p>中国于周一发布了一项政策，旨在推动氢气在多个工业领域的商业应用。</p>
</div><p>The country plans to double its fuel cell vehicle fleet to 100,000 by 2030, according to an official document published today by three major government bodies, including the Ministry of Industry and Information Technology (MIIT).</p>
<div class="lb-trans"><p>根据今天由包括工业和信息化部（MIIT）在内的三个主要政府机构发布的官方文件，该国计划到 2030 年将燃料电池汽车队伍扩大到 10 万辆。</p>
</div><p>The government aims to cut the average end-user price of hydrogen to below 25 yuan ($3.6) per kilogram, with prices in certain regions expected to drop to around 15 yuan.</p>
<div class="lb-trans"><p>政府旨在将氢气的平均终端用户价格降低到每公斤 25 元（3.6 美元）以下，某些地区的价格预计将降至约 15 元。</p>
</div><p>Join us on  Telegram  or  Google News</p>
<div class="lb-trans"><p>加入我们在 Telegram 或 Google News</p>
</div><p>To support this ambitious green transition, pilot programs are being launched, with the central government offering up to 1.6 billion yuan to each selected city cluster.</p>
<div class="lb-trans"><p>为了支持这一雄心勃勃的绿色转型，中央政府将向每个选定的城市群提供高达 16 亿元的资金，启动试点项目。</p>
</div><p>The pilot program will utilize a competitive mechanism to select eligible city clusters to spearhead the comprehensive commercial application of hydrogen.</p>
<div class="lb-trans"><p>试点项目将利用竞争机制选择符合条件的城市群，率先推动氢气的全面商业应用。</p>
</div><p>Competing city clusters must possess a robust industrial base, diverse application scenarios, and a complete hydrogen supply chain encompassing production, storage, transportation, and utilization.</p>
<div class="lb-trans"><p>竞争的城市群必须具备强大的产业基础、多样化的应用场景，以及涵盖生产、储存、运输和利用的完整氢气供应链。</p>
</div><p>Currently, fuel cell vehicles represent a very niche market in China, with passenger vehicle monthly production running in the tens or hundreds of units, according to data from the China Passenger Car Association (CPCA).</p>
<div class="lb-trans"><p>目前，燃料电池汽车在中国仍然是一个非常小众的市场，根据中国乘用车协会（CPCA）的数据，乘用车的月生产量仅在几十或几百辆。</p>
</div><p>Geely Auto is one of the few domestic automakers active in this sector, while the vast majority of Chinese automakers are currently focused on new energy vehicles (NEVs).</p>
<div class="lb-trans"><p>吉利汽车是该领域为数不多的活跃国内汽车制造商，而绝大多数中国汽车制造商目前专注于新能源汽车（NEVs）。</p>
</div><p>Beyond the traditional transportation sector, the Chinese government is encouraging the large-scale expansion of hydrogen applications into a broader range of diversified industrial fields.</p>
<div class="lb-trans"><p>除了传统交通领域，中国政府还鼓励氢气应用的大规模扩展，进入更广泛的多元化工业领域。</p>
</div><p>Key focus areas outlined in the official document include the large-scale production of green ammonia and methanol, the gradual substitution of hydrogen-based chemical raw materials, and low-carbon hydrogen metallurgy processes.</p>
<div class="lb-trans"><p>官方文件中列出的重点领域包括绿色氨和甲醇的大规模生产、氢基化学原材料的逐步替代，以及低碳氢冶金工艺。</p>
</div><p>Government officials anticipate that scaling up applications will drive major technological iterations and breakthroughs in core areas such as fuel cells, electrolyzers, and storage and transportation equipment.</p>
<div class="lb-trans"><p>政府官员预计，应用规模的扩大将推动燃料电池、电解槽以及储存和运输设备等核心领域的重大技术迭代和突破。</p>
</div><p>This ambitious national strategy is designed to establish hydrogen as a new driver of economic growth and support the comprehensive green transformation of the country's economic and social development, according to the document.</p>
<div class="lb-trans"><p>根据该文件，这一雄心勃勃的国家战略旨在将氢气确立为经济增长的新动力，并支持国家经济和社会发展的全面绿色转型。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://cnevpost.com/wp-content/uploads/2026/01/2026011605230612-768x432.jpg" alt="" original-src="https://cnevpost.com/wp-content/uploads/2026/01/2026011605230612-768x432.jpg"/></p>
<p>China mandates EV batteries must remain with vehicles upon scrapping</p>
<div class="lb-trans"><p>中国规定电动车电池在报废时必须随车处理</p>
</div><p>By 2030, China's waste power battery volume is projected to exceed one million tons annually.</p>
<div class="lb-trans"><p>到 2030 年，中国的废旧动力电池年产量预计将超过 100 万吨。</p>
</div><p>($1 = 6.9018 yuan)</p>
<div class="lb-trans"><p>（1 美元 = 6.9018 元）</p>
</div>

中国计划到 2030 年将氢燃料汽车的数量翻倍至 10 万辆