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燃料电池补贴政策落地 奠定4年窗口期
发布时间:2020-04-26 14:58:28

电堆是燃料电池系统的动力核心,目前我国电堆生产能力薄弱,主要是因为研发电堆的科技投入比较少,电堆的寿命及可靠性还存在问题,完善提高还需时间,需要投入大量研发。仅寿命试验一项就需要多次验证,资金花费很大,而目前的投入还远远不够。只有性能、可靠性和稳定性达到相当高的水平,产品成熟了才能投入市场。4月23日,财政部等四部委发布《关于调整完善新能源汽车补贴政策的通知》,其中关于氢燃料电池车补贴方案有重大调整:


1)“以奖代补”:选择一部分有基础、有积极性、有特色的城市或区域开展关键零部件技术攻关和产业化应用示范,按结果导向给予奖励(具体方案另行发布)。


2)“4年周期”:争取通过4年时间建立氢能和燃料电池汽车产业链,关键核心技术取得突破,形成布局合理、协同发展的良好局面。


ZHONGXINZHENGQUANRENWEIGAIFANGANQIANGDIAODE“YOUZHIQUYU”HE“HEXINBUJIAN”FUHEYUQI,TONGSHI《TONGZHI》JICHUDE4NIANCHANYEHUAZHICHICHUANGKOUQICHAOYUQI,QINGNENGYURANLIAODIANCHICHANYEDIWEIZAICIMINGQUE,LIAOJIANGCHUJINSHICHANGDUIGAICHANYEZHICHITAIDUDEDANYOU。JIXUTUIJIAN“YOUZHIDIQU”HE“HEXINLINGBUJIAN”LIANGTIAOZHUXIAN。


ZHONGXINZHENGQUANJIANYI,QINGNENGYURANLIAODIANCHIBUTIEZHENGCELUODI,4NIANCHANYEHUAZHICHICHUANGKOUQIDIANDINGCHENGZHANGGAOQUEDINGXING,JIXUBAWOHEXINBUJIANHEYOUZHIQUYULIANGDAZHUXIAN,ZHONGDIANTUIJIANZAIQINGNENGBINGFUHECAIZHENGSHILISHUANGYOUZHIDIQUJUYOUWANSHANCHANYELIANBUJUHEHEXINJISHUYOUZIZHUTUPODEBIAODE。


优质区域:燃料电池 “十城千辆”箭在弦上,“定点爆破”落实产业化。


YOUYUCHANYELIANRENGBUWANSHAN、JICHUSHESHIJIANSHEBUZU、BIAOZHUNFAGUIQUESHI、QINGQIZUOWEINENGYUANGUANLIDETIXISHANGWEIJIANLIDENGYINSUZHIYUE,MUQIANRANLIAODIANCHIBUSHIHEQUANGUOFANWEITUIGUANG,ERSHIYOUXIANZAIQINGNENGQUWEIYOU、SHICHANGRONGLIANGDA、CAIZHENGSHILIQIANGDEYOUZHIQUYUCHENGJIQUNHUAFAZHAN,JIFEI“DASHUIMANGUAN”ERSHI“DINGDIANBAOPO”。CONG《TONGZHI》DEBIAOSHULAIKAN,SHUYURANLIAODIANCHIDE“SHICHENGQIANLIANG”CHANYEHUASHIFANXIANGMUYOUWANGLUODI。MUQIANGUONEIYOUHUADONG、HUABEI、HUANAN、HUAZHONGHEXINAN5DAQINGNENGCHANYEJIQUN,ZAIZHEIXIEQUYUNEIJUYOUXIANFAYOUSHIDEBIAODEYOUWANGQIANGZHANXIANJI。


核心部件:国产化加速,降本进行时。


WOGUORANLIAODIANCHICHANYELIANZUNXUN“ZIXIAERSHANG”DEFAZHANLUJING,XIAYOUZHENGCHE、ZHONGYOUXITONGYIJINGTUPO,2019NIANZAIDIANDUIZHIZAOHUANJIEYIQUDEYIDINGTUPO,LIRUYIHUATONGZIGONGSISHENLIKEJI2017-2019NIANGUOCHANDIANDUICHUHUODAQIANTAIJIBIE,SHIZHANLVYUE20%,SHIXIANGUOCHANHUADIANDUIDELICHENGBEISHITUPO。SHANGYOUCAILIAOJUEDINGXITONGXINGNENGHESHOUMING,ZUOYONGGUANJIAN,GUOCHANHUATUPOHOULIAOJIANGZHANGWOSHICHANGHUAYUQUANBINGCHUANGZAOJIANGBENKONGJIAN,YINCISHIXIASHILIXIONGHOUDEZHONGYOUXITONGJICHENGGONGSIFENFENXIANGSHANGYOUDIANDUI、YUANCAILIAODUANYANSHENBUJU。WOMENRENWEI,RANLIAODIANCHIJISHUBILEIGAO,WEILAIDESHICHANGJINGZHENGSHIJISHANGSHICHANYELIANBUJUHELISHIJISHUJILEISHANGDEJINGZHENG,CHANYELIANBUJUGUANG、ZIZHUZHANGWOHEXINJISHUDEXITONGJICHENGSHANGYOUWANGLVXIANCHENGZHANG。


风险因素:


RANLIAODIANCHIGUOCHANHUATUPOBUJIYUQI,QINGQIJIAGEXIAJIANGBUJIYUQI,ZHENGCELUODIBUJIYUQIDENG。


SHOUCHUNJIEYUYIQINGYINGXIANG,RANLIAODIANCHICHANYEXIANGGUANGONGZUOYEZANTINGLEXIALAI。JULEJIE,1YUEFENRANLIAODIANCHIQICHECHANXIAOHAIYUNZHUANZHENGCHANG,DANGYUEXIAOLIANGWEI145LIANG,2YUEFENRANLIAODIANCHIQICHEDESHENGCHANHEXIAOSHOUDOUWEILING。MUQIANRANLIAODIANCHIQICHEDEMAIJIAZHUYAOSHIDIFANGZHENGFUHEWULIUGONGSI。ZHENGFUCAIGOUYAOGENJUDANGDIDEGUIHUA,YIBANYOUJIAOTONGJUFUZEZHAOBIAO,XUYAOTIQIANZOULIUCHENG。SHOUYIQINGYINGXIANG,MUQIANZHENGFUMEIYOUJINGLITENGCHULAIGAORANLIAODIANCHIQICHESHIFAN。


2020NIANSHIRANLIAODIANCHIQICHEXINGYEFAZHANDEGUANJIANSHIJIANJIEDIAN。2016NIANYINFADE《ZHONGGUORANLIAODIANCHIQICHEJISHULUXIANTU》ZHONGMINGQUELE“2020NIANDA5QIANLIANG,2025NIAN5WANLIANG,2030NIAN100WANLIANG”DEFAZHANGUIHUA。DUIQIYEERYAN,YIQINGYEDALUANLEZHENGCHANGDEGONGZUOJIEZOU。CHESHIZHENGTISHOUCUOFENWEIZHONG,XINGYEGENGQIDAIBUTIEXINZHENGDEDAOLAI。


2019NIAN3YUE,CAIZHENGBU、GONGXINBU、KEJIBU、GUOJIAFAGAIWEILIANHEFABU《GUANYUJINYIBUWANSHANXINNENGYUANQICHETUIGUANGYINGYONGCAIZHENGBUTIEZHENGCEDETONGZHI》,QUEDINGZIFABURIZHI6YUE25RIWEIGUODUQI,XIAOSHOUSHANGPAIDERANLIAODIANCHIQICHEAN2018NIANBIAOZHUNDE0.8BEIBUTIE;GUODUQIHOU,RANLIAODIANCHIQICHEBUTIEZHENGCELINGXINGGONGBU。DANSHIZHIJINRI,BUTIEZHENGCERENGMEIYOUFABU。


DUIYUWEILAIQINGNENGYURANLIAODIANCHIDEZHANGYUANFAZHANLAISHUO,BUTIEBUSHIHEXINQUDONGLI,GUANJIANWENTIZAIYUHENDUOWENTIMEIYOUDEDAOYINGYOUDEJIEJUE,SHICHANGYINGYONGDUANMEIBANFALUODI。


稿件来源: 中信证券
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