Interact Analysis: HRS construction in China lags behind 2025 target

Interact Analysis: HRS construction in China lags behind 2025 target

Some areas currently have a ratio of nearly 140 commercial hydrogen fuel cell vehicles for each hydrogen refueling station.

Interact Analysis says rising deployments of hydrogen fuel cell vehicles (FCEVs) are fueling demand for hydrogen refueling stations (HRS) in China. According to Interact Analysis’ research for published policies in China, as of the end of 2023, 25 provinces and municipalities across China planned to build more than 1,200 HRS by 2025. Interact Analysis’ statistics on HRS construction projects show all provinces and municipalities in China have constructed at least one HRS, except Tibet. By the end of 2023, Interact Analysis says 354 HRS have been built and put into operation in China (excluding mother HRS and dismantled stations), with 50 more under construction, making China the country with the most hydrogen refueling stations in the world.

As early as 2006, China’s first stationary HRS (Yongfeng hydrogen refueling station located in Zhongguancun, Beijing) was put into operation, after which a number of hydrogen refueling stations came into operation—mainly in frontrunner regions like Guangdong, Shanghai—for promotion of hydrogen-powered vehicles, according to Interact Analysis. Since 2020, with the launch of demonstration city clusters for the application of hydrogen vehicles, the HRS construction has significantly accelerated. More than 80 stations commenced operation each year from 2020 to 2023, with construction speed particularly increasing in Shandong, Zhejiang, Hebei, and Jiangsu provinces.

Hyrdogen-stations-china-HRS-Graph1

‘Vehicles per HRS ratio’ varies substantially from region to region

More than 10 HRS are in operation in 13 provinces and municipalities in China, which Interact Analysis says accounts for 84% of the overall total. Guangdong province is in the lead with 68 stations (centralized in Foshan and Guangzhou city), while Shandong, Zhejiang, Hebei, Jiangsu and Hubei all have more than 20 HRS in operation.

Compare these stations with the number of commercial FCEVs, the “vehicles per HRS ratio” varies significantly from province to province. Currently, the national hydrogen station ratio is about 58 vehicles for each hydrogen refueling station. Among the top ten provinces/municipalities for HRS in operation, the vehicle per HRS ratios in Zhejiang, Jiangsu, Hubei, Inner Mongolia, and Sichuan are well below the national level according to Interact Analysis, which means in these provinces, stations are ahead of the rate of FCEV deployments. In Zhejiang, Interact Analysis says HRS were mainly built at gas station sites (multi-fuel stations) by Sinopec and other petrochemical companies, while in Inner Mongolia, which is an important renewable energy base in China, HRS were built as part of the integration of hydrogen production and renewable energy.

In Shandong, Hebei, Henan and Shanghai, the vehicles per HRS ratio is much higher than the national level. In 2023, Hebei and Shandong saw exponential growth, with more than 1,000 commercial FCEV registrations each, making them the top two provinces for commercial FCEVs. Interact Analysis says this surge is propelling demand for HRS in these regions.

Interact-Analysys-HRS-htdrogen-refueling-vehicles-ration-graph-2
Note from Interact Analysis: considering different HRS capacities and vehicle types, and exclusion of passenger FCEVs, the “vehicles per HRS ratio ” is only a rough comparison between different regions; the population of commercial FCEVs is based on accumulated registration in different provinces and cities from 2017 to 2023.

2025 will be a challenging target to hit

Compared with a construction target of more than 1,200 hydrogen stations by 2025, Interact Analysis notes that progress is lagging behind and the number of HRS in operation accounted for only 30% of the 2023 target. HRS construction in Guangdong, Zhejiang, Anhui, Hunan, Tianjin, Guangxi and Hainan is higher than the national average, and Tianjin has reached its planned target of 5 HRS already, while the HRS targets in Hunan, Guangxi and Hainan in 2025 are relatively low (no more than 10 stations).

Interact Analysis says based on current the construction process, achieving the 2025 goal of more than 1,200 HRS will be challenging, adding that the planning target in each province is dynamically revised in accordance with actual deployments of hydrogen vehicles and stations. Furthermore, on top of the high construction and operation costs, Interact Analysis says difficulties and delays in obtaining certificates for operation are also major challenges for HRS development. It is clear that problems relating to FCEVs without stations and HRS without operation certificates need to be addressed in order to promote hydrogen vehicle and infrastructure deployments, according to Interact Analysis. With FCEV demonstration projects approaching the deadline of 2025, the company expects applications of hydrogen vehicles and HRS construction to speed up during 2024 and 2025.

You May Also Like

WEX At-Home, En Route charging reimbursement available across US

Through both the At-Home and En Route charging reimbursement programs, WEX aims to help close the commercial EV adoption gap.

Electric-Truck-Charging-Infrastructure-Generic-wex-en-route-at-home-reimbursement-chargepoint

WEX announced availability of WEX EV At-Home in the United States, which automates reporting and reimbursement for any organization with EVs that employees bring to their personal residence to charge overnight.

WEX EV At-Home

WEX tells us EV At-Home combines charging insights, payments and reimbursement functionality. WEX EV At-Home issues a direct reimbursement to the employee via the business’ line of credit, and an employee-facing mobile app makes it possible to issue payment in near-real time based on the true utility cost of the charge, while transmitting line item charging metrics to the business. The company says drivers can fully charge their work vehicles overnight for use the next day with insights into charging behavior and other vital fleet management metrics provided to the fleet manager.

Penske, Daimler Truck North America, Carrier Transicold introduce all-electric Class 7 refrigerated truck

The truck combines Class 7 Freightliner eM2 battery-electric body with Carrier Transicold’s Supra e11 eCool electric refrigeration unit.

Navistar introduces new ownership solutions for electric trucks

The OEM says this program is designed to make the transition to battery-electric vehicles (BEVs) as seamless as possible for customers.

New North American zero-emission commercial truck brand ZM Trucks debuts at ACT Expo

ZM showed off five truck models in the Class 4, 5, 6 and “baby8” segments, which the company expects to be on sale before the end of 2024.

ZM-Trucks-1400
Zeem Solutions to develop Long Beach electric charging site for drayage trucks

The depot will feature a 15 MW capacity interconnection, with plans to scale up to two to three times that amount, to meet growing demand.

Other Posts

ACT Research: Preliminary May Class 8 orders beat expectations

Early data shows Class 8 orders climbed considerably both m/m and y/y, but ACT it’s a slightly different story for Classes 5-7.

ACT-Research-May-preliminary-class-8-orders
Volvo announces plans for hydrogen ICE trucks on-road testing

Customer tests for Volvo hydrogen combustion engine trucks will start in 2026, with orders starting by the end of the decade.

Volvo-Hydrogen-ICE-rendering
ATA Truck Tonnage Index declines 1.2%

ATA Chief Economist Bob Costello cites continued market softness, potentially leading to reduced industry capacity.

transprotation-market-generic
Scania opens orders for autonomous mining trucks

Scania’s 40-tonne autonomous heavy tipper for mining available to order, and the 50-tonne model to follow shortly afterwards.

Scania-autonomous-mining-truck