2030年我国绿氢产量有望超300万吨

Core Insights - The 2025 China Hydrogen Industry Conference was held in Foshan, Guangdong, highlighting the rapid development of the green hydrogen industry in China, with expectations to exceed 3 million tons by 2030 [1][3] Industry Development - By the end of 2024, China is expected to have a green hydrogen production capacity of 120,000 tons, accounting for nearly 50% of the global total [3] - The "Hydrogen Industry Development Medium and Long-term Plan (2021-2035)" aims for renewable energy hydrogen production to reach 100,000 to 200,000 tons per year by 2025, which is anticipated to be achieved [3] - Currently, there are 27,000 hydrogen fuel cell vehicles in operation, representing 28.4% of the global total, and 540 hydrogen refueling stations have been established, making up 40% of the global count [3] Market Potential - Experts predict that by 2030, China's green hydrogen production could exceed 3 million tons, creating a market worth over 1 trillion yuan [4] - The demand for green methanol in the shipping industry is expected to surge from tens of thousands of tons annually to 30-40 million tons by 2030, significantly increasing the demand for green hydrogen [4] Challenges and Recommendations - Key challenges include the need for breakthroughs in core technologies, the geographical mismatch of renewable electricity supply, and the development of a comprehensive policy and standard system for hydrogen energy [4] - The industry is transitioning from being policy-driven to a dual-driven model of policy and market, emphasizing the importance of policy support for the development of hydrogen energy [4] - Recommendations include enhancing the utilization of green hydrogen across various sectors, particularly in industries such as power generation, petrochemicals, coal chemicals, and metallurgy [4]