美智库：氢燃料电池市场规模2030年将增六成

Core Insights - The global hydrogen fuel cell market is projected to reach $3.64 billion in 2024 and grow to $5.9 billion by 2030, with a compound annual growth rate (CAGR) of 8.3% from 2024 to 2031, driven by technological advancements, government subsidies, infrastructure development, and decarbonization mandates [1] Market Dynamics - Strategic investments from major economies are crucial for market expansion, with over $200 billion committed to national hydrogen strategies by the US, Japan, EU, and China, focusing on fuel cell deployment and infrastructure [1] - The US is expected to be the largest market for fuel cells in 2024, holding a 36% market share, primarily supported by $8 billion allocated under the Infrastructure Investment and Jobs Act for regional hydrogen production and distribution centers, with projections indicating a market size exceeding $2.3 billion by 2030 [1] - Japan, as a mature market, is anticipated to contribute 11% of global revenue in 2024, having deployed over 430,000 home fuel cells and established 165 hydrogen stations, achieving the highest per capita hydrogen station density globally [1] Application Segments - The transportation sector is the core demand area, expected to account for 46% of the market in 2024, with rapid penetration of fuel cell electric vehicles in public transport, long-haul trucks, and material handling [2] - The fixed power sector follows closely with a 40% share, driven by increasing demand for resilient low-carbon off-grid power sources in data centers, hospitals, and industrial facilities [2] Technological Trends - Proton exchange membrane fuel cells dominate the market with a 52% share (approximately $1.89 billion), recognized as the mainstream technology in the transportation sector due to their high power density and quick start capabilities [2] - Solid oxide fuel cells (SOFC), currently holding 24% of the technology market, are predicted to become standard configurations for industrial clean heating and baseload power generation over the next decade due to their efficient combined heat and power characteristics [2] Future Outlook - Despite challenges such as high initial infrastructure costs and insufficient hydrogen supply, technological innovations are expected to accelerate breakthroughs, with analysts predicting a 40% to 60% reduction in green hydrogen costs by 2030, significantly enhancing the economic viability of fuel cell systems [2] - Under the collaborative push of policies and industry, hydrogen fuel cells are gradually becoming a normalized component of the global energy structure [2]