政策加码 氢能全产业链加速崛起

Core Viewpoint - Hydrogen energy is becoming a key pathway for green development as global energy transition accelerates, with various regions aiming to establish a competitive edge in this sector [1][2]. Policy Developments - The "Implementation Plan for the Renewable Energy Development and Utilization Regulations in Beijing" proposes the construction of hydrogen energy infrastructure and its application across multiple fields, aiming to create a comprehensive hydrogen energy network covering Beijing and the surrounding areas [1][3]. - The plan includes diversified local hydrogen production pilot projects, the establishment of hydrogen refueling stations, and the exploration of hydrogen transportation pipelines [3]. - Other regions, such as Chongqing and Wuhan, are also actively developing hydrogen energy policies and infrastructure, indicating a nationwide push towards hydrogen energy [4][5]. Industry Outlook - The International Energy Agency predicts that global hydrogen demand will exceed 500 million tons by 2050, with over 60% of this demand coming from power generation, natural gas blending, and transportation sectors [7]. - Domestic hydrogen demand in China is expected to reach between 100 million tons and 130 million tons by 2050 [7]. Corporate Engagement - Companies are increasingly focusing on hydrogen energy, with strategic partnerships and projects being established to enhance their presence in this sector. For instance, Beijing Yihuatong Technology Co., Ltd. signed a strategic cooperation agreement with Shanxi Pengfei Group to develop hydrogen fuel cell technology [8]. - The first 30MW pure hydrogen gas turbine energy storage demonstration project is underway in Inner Mongolia, showcasing corporate investment in hydrogen technology [9]. - Companies are leveraging technological innovation and resource integration to accelerate the commercialization of hydrogen energy, indicating a robust growth potential in the industry [9].