日媒：印度绿氢计划雄心勃勃，但对面是一个令人敬畏的中国

Core Viewpoint - India aims to capture nearly 10% of the global green hydrogen market by 2030, positioning itself as a global export hub for green hydrogen, but faces significant competition from China, which has already established a strong foothold in clean energy sectors like solar and wind [1][6]. Group 1: India's Green Hydrogen Ambitions - India's National Green Hydrogen Mission aims to produce 5 million tons of green hydrogen annually by 2030, requiring an investment of ₹80 billion (approximately 6.53 billion RMB) and expected to create over 600,000 jobs while reducing fossil fuel imports by over ₹10 billion and cutting carbon emissions by 50 million tons annually [1][2]. - The Indian government has approved 19 companies for a total annual production capacity of 862,000 tons and has awarded orders for 3,000 MW of electrolyzer manufacturing capacity [2]. - The cost of green hydrogen production in India is projected to decrease by about 40% by 2030, reaching between $3 and $3.75 per kilogram, driven by reductions in transmission fees, taxes, and electrolyzer costs [2]. Group 2: Competitive Landscape - India is actively seeking international partnerships to enhance its green hydrogen capabilities, as evidenced by agreements such as the $1.3 billion deal between Juno JouleGreen Energy and SET Select Energy for green hydrogen and ammonia export facilities [5]. - Despite India's ambitions, China remains the primary competitor, with significant advantages in manufacturing capabilities and cost competitiveness, as Chinese electrolyzer costs are nearly one-third of India's import prices [6]. - In the first half of this year, China added 212 GW of solar capacity, more than double India's total capacity from the previous year, raising concerns about India's ability to compete in the green hydrogen sector [6]. Group 3: Challenges and Opportunities - India's energy infrastructure faces challenges such as high energy storage costs, difficulties in land acquisition, and the need for breakthroughs in electrolyzer technology [7]. - The evolving policy and regulatory framework presents uncertainties for investors, which must be addressed for green hydrogen to become a viable and competitive energy carrier in India [7]. - Indian industry leaders believe that learning from China's solar success can help them establish a competitive green hydrogen ecosystem, emphasizing the importance of flexibility and diversification in their approach [6].