据ICIS网站4月19日消息 瑞士信贷银行（Credit Suisse）分析师周一表示，由于氢气成为货运车辆燃料的有力竞争者，参与电动汽车电池生产的欧洲化学品生产商可能受到影响。
如果汽车不能实现电气化，那些遭受最大损失的公司将是自动催化剂和阴极材料的生产商，包括欧洲化学工业的领导者巴斯夫。
总部位于英国的Johnson Matthey损失最大，因为其目前占据了卡车自动催化剂市场65%的份额。
瑞士信贷预计，与电动汽车相比，燃料电池驱动的卡车将获得更高的市场占有率。由于亚洲和美国的实力，燃料电池驱动的卡车占全球长期市场份额的三分之一左右。
然而，由于电池技术仍比燃料电池技术领先十年，而且受到一些下游生产商的支持，因此化学品公司在这一市场仍有一些增长机会。
原始设备制造商（OEM）大众汽车在其整个汽车系列（包括卡车品牌MAN和Scania）中采用了电池技术，但燃料电池仍是2025年及以后竞争对手的首选。
王磊 摘译自 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.
