投资回报期缩短，可再生能源电解水制氢方法学发布

Core Viewpoint - The newly released methodology for voluntary greenhouse gas emission reduction projects in renewable energy hydrogen production aims to encourage broader industry participation in emission reduction actions and standardize project design, implementation, and verification in China’s hydrogen energy sector [1][2]. Group 1: Methodology and Implementation - The methodology is the first certified voluntary emission reduction (CCER) methodology in China's hydrogen energy field, jointly released by the Ministry of Ecology and Environment and the National Energy Administration [1]. - Local ecological and energy authorities are encouraged to support eligible renewable energy hydrogen production projects to participate in the national voluntary emission reduction trading market [1][2]. - The methodology promotes the integration of hydrogen production with pipeline construction and natural gas network optimization to enhance emission reduction efficiency and resource allocation [1]. Group 2: Industry Development and Statistics - Hydrogen is recognized as a clean and efficient energy source, with China being the largest hydrogen producer globally, accounting for 24% of the world's hydrogen production, with an output exceeding 36.5 million tons [2]. - The current hydrogen production in China is characterized by high carbon emissions, with fossil fuel-based hydrogen accounting for 98% of production, while renewable energy electrolysis contributes only about 1% [2]. - As of the end of 2024, over 600 renewable energy electrolysis hydrogen production projects are planned, with more than 90 projects already completed, generating an annual capacity of approximately 125,000 tons [2]. Group 3: Technological and Commercial Aspects - Alkaline electrolysis technology is mature and dominates the market, while proton exchange membrane electrolysis technology is in a catch-up phase [3]. - The cost of green hydrogen remains significantly higher than that of traditional fossil fuel hydrogen, with storage and transportation being major bottlenecks for full commercialization [3]. - The application of hydrogen is expanding from the transportation sector to industrial fields such as chemicals and metallurgy, exploring "electric-hydrogen synergy" models [3]. Group 4: Economic Impact and Benefits - The methodology is expected to shorten the investment payback period for hydrogen projects, with an estimated annual emission reduction of about 1.57 million tons of CO2 equivalent from existing eligible projects [5][6]. - By 2030, the renewable energy hydrogen production is projected to reach approximately 5 million tons, with annual emission reductions expected to grow to about 60 million tons of CO2 equivalent [5]. - The participation in the voluntary emission reduction market can significantly enhance project economics, as demonstrated by a wind-powered hydrogen project in Inner Mongolia, where CCER revenue could reduce the payback period from approximately 9.21 years to about 8.77 years [6].