“制储输用”全面开花 氢能全链条发展前景可期

Group 1 - The global hydrogen energy industry is experiencing significant growth, with major projects launched in China, including the world's largest green hydrogen ammonia project and the first 30 MW pure hydrogen engine demonstration project [1][2] - Hydrogen energy is recognized as a crucial component of the future energy system, essential for achieving carbon peak and carbon neutrality goals, as well as sustainable economic development [1][2] - Over 60 countries have incorporated hydrogen energy into their energy strategies, with notable advancements in Japan, the EU, and the US in hydrogen production and application [2][3] Group 2 - China's hydrogen energy industry is developing positively across all segments of production, storage, transportation, and application, with over 50% of global renewable energy hydrogen production capacity located in the country [2][4] - The dual attributes of hydrogen as both an industrial raw material and an energy product position it as a viable solution for industrial decarbonization [6][7] - The demand for green hydrogen is projected to reach between 2.4 million tons and 4.3 million tons per year during the 14th Five-Year Plan period, driven by applications in green methanol fuel and fuel cell heavy trucks [7][8] Group 3 - Challenges facing the hydrogen energy industry include an incomplete policy framework, high production costs, and the need for breakthroughs in storage and transportation technologies [4][5] - The development of liquid organic hydrogen storage technology is seen as a key solution to safety and cost issues in hydrogen storage and transportation [5][6] - The integration of hydrogen energy into various sectors, including energy, chemicals, transportation, and metallurgy, is essential for promoting large-scale development of the hydrogen energy industry [7][8]