李京光：政企协同构建氢氨醇产业闭环

Core Viewpoint - The integration of green hydrogen and ammonia is becoming a crucial path for clean energy consumption and innovation development in China, driven by the "dual carbon" goals, with significant project capacity planned and under construction [1] Group 1: Key Drivers of Hydrogen-Ammonia Integration - The primary driver is the global carbon reduction pressure and the rigid constraints of low-carbon transformation, particularly in energy, industrial manufacturing, and transportation sectors, with over 75% of global carbon emissions concentrated in these areas [2] - The need for energy storage and consumption from renewable sources is another key factor, as hydrogen and ammonia production can convert fluctuating renewable energy into stable energy carriers [2] - Cost reductions and technological advancements are providing a realistic foundation for the large-scale and commercial development of green hydrogen and ammonia projects, with significant decreases in the costs of electrolytic hydrogen production technology [2] Group 2: Market Demand and International Challenges - There is a growing market demand for green hydrogen and ammonia, with countries like South Korea, Japan, the US, Singapore, and regions in Europe initiating procurement tenders for green hydrogen and ammonia [3] - Chinese hydrogen-based products face challenges in export due to stringent EU renewable energy certification mechanisms that require comprehensive carbon footprint monitoring throughout the product lifecycle [4] - Trade policies, including tariffs and non-tariff barriers, pose additional risks for Chinese hydrogen-based product exports, exacerbated by the recent implementation of "reciprocal tariffs" by the US [4] Group 3: Strategies for Overcoming Export Barriers - The company is proactively working on green certification for its projects, establishing a management system that adheres to both domestic and international standards throughout the project lifecycle [5] - The company is enhancing communication with government bodies and industry associations to stay informed about international market demands and policy changes, thereby reducing trade risks [5] - A systematic approach to logistics and transportation is being developed, focusing on building a robust storage and transportation network for hydrogen and ammonia products [5] Group 4: Recommendations for Building a Hydrogen-Ammonia Industry Closed Loop - Strengthening policy guidance and support systems is essential, including resource allocation, grid policies, and financial incentives to lower investment risks for hydrogen and ammonia projects [6] - Promoting industry collaboration and integrated development through national planning and the establishment of innovation platforms involving key enterprises and research institutions [6] - Accelerating infrastructure development for hydrogen and ammonia transportation, including pipelines and specialized transport routes, while ensuring integration with existing energy infrastructure [7] - Cultivating domestic market demand by exploring potential applications of green hydrogen and ammonia in various sectors, particularly in heavy-duty vehicles and shipping [7]