万亿级市场提速，9地被委以重任

Core Viewpoint - Hydrogen energy is recognized as a key driver for energy transition and achieving carbon neutrality goals, with a clear national strategy emerging for its development in China [3][5]. Industry Development - By the end of 2024, China's hydrogen production capacity is expected to exceed 50 million tons per year, with a consumption scale surpassing 36.5 million tons, leading the world in both metrics [4]. - Research indicates that by 2030, China's green hydrogen production could reach 3 million tons, potentially creating a market worth over 1 trillion yuan [4]. Pilot Projects - The National Energy Administration has initiated hydrogen energy pilot projects to promote innovative management models and explore diverse development paths for the hydrogen industry [5]. - Nine regional pilot projects have been established across various provinces, focusing on three main directions: large-scale renewable hydrogen production, full-chain development, and technological innovation and application expansion [5][6]. Regional Focus - The pilot regions are strategically selected based on resource endowments and industrial foundations, ensuring comprehensive regional coverage [6]. - The "Three North" regions leverage wind and solar resources to become core areas for green hydrogen production, while eastern regions focus on technological research and high-end applications [6].