氢能产业获政策技术双重支持，成本下降与国产化加速

Core Insights - Hydrogen energy is identified as a key direction for energy technology independence and self-reliance, with a focus on breakthroughs in efficient renewable hydrogen production, long-distance hydrogen transportation, and large-scale hydrogen fuel engines [1] - The goal is to achieve cost parity between green hydrogen and gray hydrogen by 2030, supported by the demonstration of large hydrogen production plants [1] Industry Policy and Environment - The national government is strengthening support for the hydrogen energy industry, with the 2025 revised Energy Law incorporating hydrogen energy into the energy management system and allocating over 2.3 billion yuan for fuel cell vehicle demonstration application rewards [2] - The cost of the fuel cell industry chain has significantly decreased, with system costs dropping from approximately 11,000 yuan/kW in 2019 to a projected 2,400-3,900 yuan/kW in 2024, and further expected to reach 1,000 yuan/kW by 2025, driven by accelerated localization of core components [2]