In January, Toyota Mirai is twice as modern NEXO. The first throne will be easy to

As the leader of the fuel cell passenger car, Toyota and Modern style is very different: Toyota attaches great importance to the international market, and modern has deep cultivated local markets. According to the hydrogen chain database, as of January 2021, Toyota Mirai has 12,467 global, and modern NEXO has 12,953 vehicles. Among them, Toyota Mirai’s accumulated sales in Japan have 4,411, overseas sales have been 8056; modern NEXO has a total sales volume of 10,849 in Korea, and overseas sales have 2104.

Table 1 January 2021 Hyundai NXEO and Toyota Mirai Sales

First, the second generation Mirai force, double Nexo sales

From the perspective of the hydrogen chain database, the sales of Toyota Mirai in January 2021 is stronger than NEXO! In January 2021, Toyota Mirai sold 445 global sales (104 in 2019), a year-on-year increase of 542%. Among them, Japan’s local sales of 341, 104 overseas sales, the United States is Mirai’s overseas major market, and in January, 85 vehicles, accounting for 81.7% of overseas sales.

Table 2 January 2021 Hyundai NEXO and Toyota Mirai Sales Details

Modern NEXO Sales in January is slightly dropped over the second half of 2020, and the global sales of 236 in the second half of 2021 were 151% year-on-year, of which 142 were sold in Korea and 94 overseas sales.

Obviously, at the end of 2020, Toyota launched the second-generation Mirai market feedback is still very obvious. In January 2021, Toyota Mirai sales were almost twice the modern NEXO! Although Mirai’s sales in January 2021 strong, as of January 2021, modern NEXO still occupies a fuel cell passenger car Global Insurance (12953) heads.

Second, modern NEXO deep-cultivation, South Korea, overseas gradual exploration

From the data details from the data of the hydrogen chain database, in January, modern sales are mainly from 60.17% from the Korea local market. From the NEXO Korean sales of NEXO in Figure 1, it is known that the monthly sales fluctuations in South Korea have a large fluctuation and seasonal sales in January of the year. Sales in overseas markets maintain steady growth, except for 2020 07-09 declines more obvious.

Figure 1 Modern NEXO Korea local and overseas sales monthly sales

Among them, in January 2021, modern NEXO sales of 142 vehicles in South Korea, accounting for 60%; 43 vehicles sold in the retail market in Europe and America; one of the United States retail 23, accounting for 10%; European retail 20, accounting for 8 %;

Figure 2 Sales in modern NEXO

It can be seen that the center of gravity of modern Nexo is still a Korean local market. Market sales outside Korea is still in the stage of initial exploration, especially in China that is about to exceed the United States to become the world’s first consumer market, NEXO has not yet been sold. .

However, on November 4, 2020, China entered the Expo, the CPC Chief Business Administrator Li Hongpeng mentioned in the live speech, from 2021, modern car will introduce NEXO hydrogen fuel cells to the Chinese market in imports. The car, the commercial trial operation in the pilot city; I believe that with the gradual advancement and implementation of hydrogen energy policies, plus major companies such as Sinopec, the manufacturing and construction of hydrogen, the manufacturing and hydrogen station, will become NEXO sales Growth strong driving force.

The hydrox chain learned from AFMA and Caradvice, recently, Australian Capital Territory (ACT) government fleet has registered 20 zero-emissions modern Nexo hydrogen fuel cell electric vehicles. The NEXO team is scheduled to go to March and become the first fuel cell electric vehicle (FCEV) model for Australia, and the first fuel cell model used by the Australian government.

Third, when will the fuel cell passenger car out?

Within a global, the fuel cell passenger car market is still in the early stage. In addition to South Korea, the promotion of fuel cell passengers in Europe, the United States, and the Japanese market is not ideal. The fuel cell passenger car is expected to continue.

Figure 3 Modern NEXO

The hydrogen cloud chain believes that the following four key disorders are an important reason for the slow development of the passenger car market:

1, cost problem. The price of fuel cells is too high, and the second generation MIRAI is still more than 60,000 euros and $ 60,000 in Europe and the United States. Hydrogen cost is more than 10 Euro / kg. Today, it is difficult to let ordinary consumers accepted such models in today’s rapid decline in the cost of car.

2, infrastructure problem. The lack of hydrogen stop is a global problem. In addition to a small number of markets, there is almost no infrastructure such as a hydrogen station. Even in Japan, South Korea vigorously develop hydrogen energy, the number of hydrogenstations is only more than 100, this is Large limits the market application range of hydrogen energy vehicles.

3, overall energy efficiency problem. The conversion process of “electric-hydrogen-electric” greatly reduces overall energy efficiency, so that the cost of hydrogen is high, which has also been attacked by pure electric vehicles (such as Mask).

4, emission problem. Due to a large number of breeze, carbon emissions have not been truly solved, which also caused great controversy. At present, there will be further improved and solving problems in the global hydrogen energy industry. Although the annual sales of 10,000 this data is a slightly insignificant number, but the hydrogen cloud chain believes: the fire of the stars can poke the original; at the same time, in addition to Toyota, modern, Honda equivalent production fuel cell passenger models, Domestic fuel cell passenger cars can launch market as soon as possible.

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