专家预计2030年我国绿氢市场规模超万亿元

Core Viewpoint - The hydrogen energy industry in China is expected to reach a production capacity of 3 million tons of green hydrogen by 2030, creating a market worth over 1 trillion yuan, positioning the country as a global leader in this sector [1] Group 1: Current Status of Hydrogen Industry - China is focusing on high-quality development of the hydrogen energy industry, emphasizing green hydrogen while also utilizing by-product hydrogen [1] - As of the end of 2024, China's green hydrogen production capacity is projected to reach 120,000 tons, accounting for nearly 50% of the global total [1] - The country has 27,000 fuel cell vehicles, representing about 30% of the global share [1] - There are 540 hydrogen refueling stations in China, making up 40% of the global total [1] - China's electrolyzer shipment volume is 1.1 GW, which is over 60% of the global market, with leading energy consumption and technical indicators [1] Group 2: Challenges in Hydrogen Industry - Key core technology development still requires significant effort [1] - The majority of wind and solar power installations are located in the northwest, leading to limited local consumption capacity [1] - Sales of hydrogen commercial vehicles and heavy trucks have slowed down [1] - The policy and standard system for hydrogen energy still needs further improvement [1] Group 3: Recommendations for Future Development - Continue systematic research on key core technologies, with a focus on the impact of emerging technologies like AI and big data on hydrogen energy [2] - Increase the utilization of green hydrogen across various sectors, particularly in power generation and industrial applications [2] - Enhance the collaboration between effective markets and proactive government policies, leveraging the role of leading enterprises in technological innovation [2] - Promote the coordinated development of green hydrogen, green ammonia, and green methanol, expanding the development space for green electricity and hydrogen [2] - Actively engage in international cooperation to leverage China's large market and complete industrial chain for mutual benefits in the hydrogen energy sector [2]