Chan Ye Xin Xi Wang·2025-05-01 02:03Core Insights - The hydrogen pipeline network is the only technology capable of large-scale, long-distance economic transportation, effectively addressing the mismatch between green hydrogen production bases and consumption markets, and becoming a key infrastructure for the cross-regional optimization of renewable energy [1][10] - As of March 2025, the total length of hydrogen pipeline projects under construction and planning in China has exceeded 7,000 kilometers, including the world's first 10,000-ton pure hydrogen transportation demonstration project [1][10] - The industry is supported by a comprehensive policy framework aimed at accelerating the construction of hydrogen transportation infrastructure and promoting the large-scale development of the green hydrogen industry [6][24] Hydrogen Pipeline Engineering Overview - Hydrogen pipeline engineering refers to projects that transport hydrogen from production sites to consumption locations through dedicated pipelines, similar to natural gas transportation methods [2] - The technology involves compressing hydrogen gas to increase density and reduce volume for efficient transportation [2] Advantages of Hydrogen Pipeline Transportation - Hydrogen pipelines are more suitable for long-distance, large-scale hydrogen distribution, achieving stable transportation with lower energy consumption and higher efficiency compared to other methods [3] Current Development Status - The construction of hydrogen pipelines in China has accelerated significantly, with several demonstration projects validating the feasibility of long-distance and large-diameter hydrogen transportation [12][19] - The industry is transitioning from short-distance pipelines to long-distance, high-capacity networks, marking a shift towards a national hydrogen energy pipeline system [15][19] Policy Support - A series of national and local policies have been implemented to support the development of hydrogen pipeline projects, including financial subsidies and pilot projects [6][7] - The Energy Law, effective from January 1, 2025, establishes hydrogen energy as a strategic emerging industry and a core component of the future energy system [6][7] Industry Chain Structure - The hydrogen pipeline engineering industry chain consists of upstream core materials and equipment, midstream engineering construction, and downstream application services [8] - The industry is moving towards scale and commercialization, driven by policy support and technological innovation [8] Competitive Landscape - The hydrogen pipeline engineering sector is characterized by multi-entity participation and differentiated competition, with major players including state-owned enterprises, specialized pipeline construction companies, engineering design institutes, and emerging technology firms [19][21] Future Development Trends - The industry is expected to transition from technology validation to large-scale application, with policy support, technological breakthroughs, and market demand driving rapid growth [24] - Hydrogen blending technology is anticipated to become a mainstream transitional solution, utilizing existing natural gas pipelines to lower construction costs [26] - Future hydrogen pipelines will integrate with offshore wind power, photovoltaic hydrogen production, and industrial hydrogen use, forming a comprehensive hydrogen energy network [27]