“一带一路”俄罗斯高性能含氟功能膜行业市场发展趋势及投资价值评估报告（2026版）

Group 1 - Hydrogen energy is essential for global decarbonization and emission reduction, with fossil fuels being the primary source of greenhouse gas emissions, accounting for over 80% of total emissions [5][6] - China is leading in hydrogen production, with an annual output of approximately 35.5 million tons in 2023, maintaining its position as the world's largest producer [7] - The "14th Five-Year Plan" highlights hydrogen energy as a key future industry, with expectations for hydrogen to account for over 10% of China's terminal energy system by 2050, generating an annual output value of 12 trillion yuan [7] Group 2 - The hydrogen production landscape includes gray hydrogen, blue hydrogen, and green hydrogen, with gray hydrogen currently dominating global production at over 95% [8][9] - By 2030, the share of gray hydrogen is expected to decrease to 53%, while green hydrogen's share may rise to 33% [9] - Four main technological routes for green hydrogen production are identified: alkaline (ALK), proton exchange membrane (PEM), anion exchange membrane (AEM), and solid oxide (SOEC) [9][10] Group 3 - The PEM electrolysis market is projected to grow significantly, with demand in China expected to increase from 0.79 billion yuan in 2024, reflecting a 49% year-on-year growth [12] - Domestic production of PEM membranes is increasing, with the localization rate rising from 23% in 2022 to 43% in 2024, leading to a cost reduction of approximately 40% compared to foreign products [12] - The alkaline electrolysis technology is currently the most mature and widely used, but PEM technology is expected to become the main development direction for green hydrogen production due to its advantages in response speed and hydrogen purity [11]