氢燃料电池汽车产业价值链分析Value Chain Analysis of Hydrogen Fuel Cell Vehicle Industry
邓昉源,邹安全
摘要(Abstract)：
氢燃料电池技术有可能为汽车、能源工业带来革命性的变化,毫无疑问会使汽车产业的竞争格局、能源供应方式发生根本变化。汽车产业价值链将出现重大的变革,价值链的核心不再是燃油、燃油发动机,而是氢燃料电池、储氢与供氢系统。本文建立氢燃料汽车价值链模型并进行了分析,氢燃料汽车电池、储氢与供氢系统将是新商业模式最大受益者;燃油、内燃机供应商、传统汽车制造商的前景将不容乐观,相关企业需从新的产业链找到位置和突破口,才能在变革中求得发展。
关键词(KeyWords)： 氢燃料汽车;氢燃料电池;价值链
基金项目(Foundation): 国家社会科学规划基金资助项目（17BJY008）
作者(Author): 邓昉源,邹安全
DOI: 10.19822/j.cnki.1671-6329.20190443
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