據ICIS網站4月19日消息 瑞士信貸銀行（Credit Suisse）分析師周一表示，由于氫氣成為貨運車輛燃料的有力競爭者，參與電動汽車電池生產的歐洲化學品生產商可能受到影響。

　　如果汽車不能實現電氣化，那些遭受最大損失的公司將是自動催化劑和陰極材料的生產商，包括歐洲化學工業的領導者巴斯夫。

　　總部位于英國的Johnson Matthey損失最大，因為其目前占據了卡車自動催化劑市場65%的份額。

　　瑞士信貸預計，與電動汽車相比，燃料電池驅動的卡車將獲得更高的市場占有率。由于亞洲和美國的實力，燃料電池驅動的卡車占全球長期市場份額的三分之一左右。

　　然而，由于電池技術仍比燃料電池技術領先十年，而且受到一些下游生產商的支持，因此化學品公司在這一市場仍有一些增長機會。

　　原始設備制造商（OEM）大眾汽車在其整個汽車系列（包括卡車品牌MAN和Scania）中采用了電池技術，但燃料電池仍是2025年及以后競爭對手的首選。

　　王磊 摘譯自 ICIS

　　原文如下：

　　Hydrogen-powered vehicles could weigh on Europe chems firms involved in EV

　　European chemicals producers involved in production of batteries for electric vehicles (EVs) could suffer as hydrogen becomes a serious contender to fuel freight vehicles, according to analysts at Credit Suisse, the Swiss bank stated on Monday.

　　Those firms to suffer the most would be producers of autocatalysts and cathode materials, including bellwether of the European chemicals industry BASF, if electrification is not rolled out for fleet vehicles.

　　UK-headquartered Johnson Matthey has the most to lose, as it now accounts for around a 65% share of the trucks autocatalyst market.

　　Credit Suisse anticipates a higher uptake of fuel cell-powered trucks compared to EVs, with this accounting for around one third of the long-term global share on the back of strength in Asia and the US.

　　There could still be some growth opportunities for chemicals companies in this market, however, as battery technology remains a decade ahead of its fuel-cell counterpart and is championed by some downstream producers.

　　Original equipment manufacturer (OEM) Volkswagen has aligned itself with battery technology for its entire vehicle range – which includes truck brands MAN and Scania – but fuel cells remains the first choice for competitors looking to 2025 and beyond.