从“煤都”到“氢谷”：“风光”内蒙古华丽转身

Core Viewpoint - Inner Mongolia is transitioning from a coal-dominated economy to a hydrogen energy hub, driven by a new action plan aimed at high-quality development of the hydrogen equipment manufacturing industry [1][2]. Group 1: Hydrogen Energy Development - The total investment for hydrogen energy equipment projects in Inner Mongolia is projected to be 2.802 billion yuan, with green hydrogen production expected to reach 3,659 tons and green ammonia capacity at 320,000 tons per year by the first half of 2025 [1]. - The "Action Plan" outlines the development positioning of four cities: Hohhot as a research and development base, Baotou as a solid-state hydrogen storage and fuel cell heavy truck production base, Ordos focusing on water electrolysis hydrogen production, and Wuhai purifying hydrogen from coking plant by-products [1][2]. Group 2: Geographical and Resource Advantages - Inner Mongolia has significant renewable energy resources, with wind energy potential of 146 million kilowatts and solar energy potential of 940 million kilowatts, accounting for over half and one-fifth of the national totals, respectively [4]. - The region's renewable energy capacity has surpassed 100 million kilowatts, supporting explosive growth in green hydrogen production [5]. Group 3: Economic Viability and Cost Structure - The cost of green hydrogen production in Inner Mongolia is approximately 21 yuan/kg, among the lowest in the country, but still requires policy support to compete with gray hydrogen [5]. - The region can leverage its abundant coal resources to produce lower-cost gray hydrogen, which can be upgraded to blue hydrogen through carbon capture technologies [5]. Group 4: Industrial Applications and Transportation - Hydrogen energy offers a solution for high-emission industries in Inner Mongolia, such as coal chemical and steel metallurgy, by replacing traditional hydrogen production methods with green hydrogen [6]. - The region is focusing on hydrogen fuel cell heavy trucks for long-distance transportation, with operational costs competitive with diesel trucks, supported by government incentives [7]. Group 5: Comprehensive Industry Layout - Inner Mongolia is constructing a complete hydrogen energy industry chain covering production, storage, transportation, application, and equipment manufacturing [8]. - The planned industrial structure includes a core hydrogen energy demonstration zone in the four cities and six specialized bases for various hydrogen-related functions [9][12]. Group 6: Infrastructure and Technological Development - The "West Hydrogen East Send" pipeline project has been approved, marking a significant step in establishing a long-distance hydrogen transportation network [13]. - Local enterprises are developing hydrogen fuel cell technology and manufacturing capabilities, with notable projects like the production line for high-power hydrogen fuel cell stacks [14].