2024绿氢电力系统的形态演进报告

Investment Rating - The report does not explicitly state an investment rating for the green hydrogen industry. Core Insights - The integration of hydrogen in the power system has evolved from small-scale to large-scale applications, driven by advancements in renewable energy and the scaling of electrolysis systems, leading to a specialized industry [50]. - The future of green hydrogen will focus on isolated hydrogen production systems, hydrogen energy storage, and coupling with hydrogen supply chains to meet decarbonization goals [51]. Summary by Sections The Past of Green Hydrogen - Small-scale applications of hydrogen production from electricity include using hydrogen as a cooling medium for large generators, with a 200 MW generator consuming approximately 60 Nm³/day [5]. - Large-scale applications have emerged, particularly in polycrystalline silicon production using modified Siemens processes, with hydrogen feed rates around 500 Nm³/h [9][10]. - The efficiency and power quality of large-scale hydrogen production systems have improved, leading to an overall increase in system efficiency [15]. The Present of Green Hydrogen - The current primary system integrates wind and solar power with the electricity grid, allowing for the use of green electricity in downstream applications such as ammonia and methanol production [22]. - The secondary system faces challenges with low load operation periods, necessitating optimized startup and shutdown plans for units [32]. The Future of Green Hydrogen - Isolated green hydrogen power systems will require configurations of fuel cells and battery energy storage systems, prioritizing the use of primary electricity from wind and solar sources [35]. - Hydrogen energy storage systems are expected to expand to larger power systems, such as data centers, with a focus on deep decarbonization scenarios requiring ammonia storage [41]. - The coupling of hydrogen supply chains will significantly reduce carbon reduction costs, with ammonia storage costs being extremely low compared to other energy storage methods [46][48].