1.Transportation Drives Fuel Cell Development
1.1 Increased Application of Fuel Cells in Transportation
1.2 Long Cell Lifetime and Zero Emissions the Biggest Advantages of FCEVs
2.China’s Fuel Cell and FCEV Development Policies
2.1 Increased Policy Support to Accelerate Industry Development
2.2 Local Governments Roll out Hydrogen Energy Policies in Full Swing
3.Development of China’s Fuel Cell and FCEV Industries
3.1 PEMFC Fit for Automotive Use and to Become Mainstream Technology
3.2 Fuel Cell Stack at the Core of FCEV Technology and Cost
3.3 MEA Plays a Key Role in PEMFC Performance; Bipolar Plates Provide Gas Flow Channels
3.4 BOP the Key to Fuel Cell Stack Reliability; CEM the Core of BOP
3.5 Chinese Vendors Jump into the Hydrogen Refueling Station Industry Chain to Create Business Opportunities
3.6 China Needs to Work Harder on Domestic Production of Key Components for Fuel Cells
3.6.1 China Lags Far behind in Technology and Mass Production Capability for Fuel Cell Stacks and Key Components
4.Outlook for China’s Hydrogen Fuel Cell and FCEV Markets
4.1 FCEV Production and Sales Volume Remains Small but Projected to Grow Strongly in 2021
4.2 China to Focus on Commercial FCEVs
4.3 Increased Importance of Heavy-duty Trucks in China’s Commercial FCEV Development
4.4 Forklifts another Trend in China’s Commercial FCEV Development
5. MIC Perspective
Appendix
List of Companies