上海长三角氢能科技研究院院长张焰峰：氢能全球化合作已成主旋律

Core Viewpoint - The hydrogen energy industry in China is transitioning from a demonstration phase to a critical period of large-scale development, expected to become a strategic emerging industry alongside photovoltaics and new energy vehicles during the 14th Five-Year Plan [4]. Industry Development - Over 65 countries and regions globally have established hydrogen energy strategies, recognizing it as a new productive force [4]. - By 2024, global electrolysis hydrogen production capacity is projected to reach 2 GW, with China accounting for approximately 65% of this capacity and about 60% of global electrolyzer manufacturing capacity [4]. Policy Framework - The "China Hydrogen Energy Industry Development Medium and Long-Term Plan (2022)" positions hydrogen as a crucial component of the future energy system, with regulations aligning hydrogen energy with LNG standards effective from January 1, 2025 [4][5]. - Local governments in China issued 556 hydrogen-related regulations in 2024, reflecting a shift from strategic planning to implementation [5]. Production Capacity - By the end of 2024, China's hydrogen production capacity is expected to exceed 50 million tons per year, with fossil fuel-based hydrogen still dominating supply [6]. - Coal-based hydrogen production capacity is approximately 28 million tons per year, while natural gas and industrial by-product hydrogen each account for about 20% of the supply [6]. Project Development - More than 600 renewable energy electrolysis hydrogen projects are planned across the country, with built capacity of about 12,500 tons per year, primarily in North and Northwest China [7]. Storage and Transportation - Technologies for high-pressure hydrogen storage, liquid hydrogen storage, pipeline transportation, and offshore transportation have matured, with significant projects like the "West Hydrogen East Send" pipeline advancing [8]. Application Scenarios - Hydrogen is penetrating various sectors, including transportation, industry, and energy storage, with a focus on commercial exploration through coordinated deployment of vehicles, hydrogen stations, and hydrogen sources [8]. - The industrial sector is a major consumer of hydrogen and is evolving from gray hydrogen to green hydrogen applications, aligning with carbon reduction goals [8]. Future Prospects - Hydrogen energy is recognized as one of the six future industries in China's 14th Five-Year Plan, alongside quantum technology and nuclear fusion energy, indicating its potential as a new growth point [9][10]. - The global hydrogen industry is increasingly characterized by cooperation, with Chinese companies moving from equipment export to project investment and joint development, aiming for comprehensive participation in the global hydrogen landscape [10].