氢专利竞争力：中国超日本，首登第一

Group 1 - China has surpassed Japan in hydrogen-related patent competitiveness, ranking first in four out of five fields, excluding "utilization" [1] - The number of hydrogen-related patent applications in China has doubled compared to Japan since the announcement of carbon peak targets in September 2020 [1] - In the manufacturing sector, Chinese companies have significantly reduced equipment costs, with costs for green hydrogen production facilities being only one-fourth of those in Europe as of 2023 [2] Group 2 - Chinese companies hold a 60% share of the global manufacturing capacity for electrolyzers, with increasing orders from overseas brands [2] - The Chinese government has set a target to increase green hydrogen production to 100,000 to 200,000 tons annually by 2025, with progress already exceeding expectations [2] - The number of electrolyzer manufacturers in China is projected to reach 100 to 200 by 2024, compared to only a few in Japan [3] Group 3 - China's hydrogen demand reached 28 million tons in 2023, accounting for 30% of the global market [3] - The country is focusing on connecting renewable energy-rich inland areas with industrial coastal regions to create a self-sufficient hydrogen production and sales mechanism [3] - In Europe, rising interest rates and material costs are negatively impacting the hydrogen market, leading to reduced production targets from major companies [4] Group 4 - Japan's hydrogen strategy has faced challenges, with limited participation from companies compared to China's competitive landscape [3] - The Japanese government plans to subsidize the high costs of hydrogen production but has seen limited project participation [4] - Japan risks missing growth opportunities if it fails to capitalize on the expanding demand for hydrogen [4]