集群化发展助力低碳转型之：工业场景中大规模绿氢应用模式研究

Investment Rating - The report does not explicitly provide an investment rating for the industry. Core Insights - The application of green hydrogen is a key lever for low-carbon and zero-carbon transformation in the industrial sector, with significant potential in steel and chemical industries [8][12][14]. - The report proposes a "cluster development" model to optimize the supply chain of green hydrogen, ensuring large-scale, continuous, and cost-effective supply in industrial applications [11][21][24]. Summary by Sections Section 1: Cluster Development for Large-Scale Green Hydrogen Application - Green hydrogen is crucial for carbon reduction in industrial sectors, with potential to significantly reduce emissions, estimated to achieve over 8 billion tons of cumulative reductions from 2020 to 2060 [12][14]. - The steel and chemical industries are identified as having the highest potential for green hydrogen application, with projections indicating that by 2050, hydrogen-based production could account for 20% of total steel output [12][14]. - Industrial applications require large-scale and stable hydrogen supply, with steel production facilities needing up to 60,000 tons of hydrogen annually, significantly more than other sectors [15][16]. Section 2: Considerations for Building the "Cluster Development" Model - The report outlines the importance of optimizing the "production-storage-transportation-usage" chain of green hydrogen to achieve economic efficiency [11][21]. - Various technologies for hydrogen production, particularly alkaline electrolysis, are analyzed for their economic viability, with costs projected to decrease significantly by 2030 and 2050 [27][29]. - Storage technologies are categorized into physical, chemical, and geological methods, with geological storage being favored for large-scale applications [38][41]. Section 3: Case Studies and Business Model Construction - The report emphasizes the need for a collaborative approach among stakeholders, including industrial enterprises, hydrogen suppliers, and infrastructure providers, to create a sustainable business model for green hydrogen [26][24]. - Successful case studies from countries like the UK and the US are referenced to illustrate effective business models and stakeholder roles in the green hydrogen ecosystem [26][24].