China will deploy 116,900 FCEVs by 2025, significantly surpassing the 50K target in China's national hydrogen strategy

Progresses and challenges of China’s hydrogen sector in 2023

ChinaHydrogen.substack.com | Jian Wu | Dec 28, 2023

2023 is a remarkable year for China’s booming low carbon hydrogen industry as we saw inspiring progresses across the value chain, as well as in the policy building and implementation.

As more and more stakeholders realized the role of green hydrogen will be crucial for China to achieve deep decarbonization while ensuring domestic energy security and boosting domestic economic development, policy makers are ramping up to establish institutional foundations for China’s hydrogen economy.

As of December 2023, 27 out of 31 provinces in China have provided their provincial hydrogen strategies and specified their targets through 2025, some provinces even specified targets for 2030 and 2035. According to these provincial level hydrogen strategies, altogether, China will deploy 116,900 FCEVs by 2025, significantly surpassing the 50,000 FCEVs target in China’s national hydrogen strategy. 8 provinces establish a target to deploy 10,000 FCEVs by 2025, including Beijing, Shanghai, Guangdong, Hebei, Shandong, Shanxi, Shaanxi, and Jiangsu province.

The deployment of FCEVs is accelerating. For the first eleven month of 2023, the sales volume of FCEVs in China reached 3,996 units, up 44.8% yoy, according to China Association of Automobile Manufacturers (CAAM). Heavy duty trucks rank No.1 among all the applications as current subsidy policies have a tendency favoring more powerful vehicles, indicating that China’s domestic FCEVs market is still a policy-driven market.

We also witness that over 400 hydrogen refueling stations have been established in all provinces except Tibet with another 39 in construction by the end of 2023. Guangdong province holds the leading position with over 60 hydrogen refueling stations followed by Shandong, Hebei, Shanghai, Zhejiang, Shanxi, and Hubei provinces with 20-30 refueling stations in operation. However, compared with the capacity building targets set in provincial hydrogen strategies or implementations plans, we identified that most provinces may fall behind their schedule...more
https://chinahydrogen.substack.com/p/progresses-and-challenges-of-chinas

"another 39 in construction by the end of 2023"

California couldn't even build 39 stations in the last ~5 years. Pathetic.

While Americans argue and bicker endlessly about whether hydrogen should even be a part of the global energy transition or not - China is making hydrogen work right now as you read this. In the past 9 years or so they have now become the worldwide leader in hydrogen tech. Nice Job America!

The Real father of Electric Vehicles - four years ago