Investment Rating - The report does not provide a specific investment rating for the green hydrogen industry Core Insights - Green hydrogen is produced using renewable energy to split water, resulting in zero CO2 emissions during combustion, making it a truly green energy source. The market size for the green hydrogen industry grew from 0 billion to 3.176 billion yuan from 2019 to 2023, with an expected growth to 27.051 billion yuan from 2024 to 2028, reflecting a compound annual growth rate of 60.07% [4][40][41] Industry Definition and Background - Green hydrogen is defined as hydrogen produced from renewable energy sources, contributing significantly to a low-carbon energy system. The industry is classified into gray hydrogen, blue hydrogen, pink hydrogen, and green hydrogen based on production methods and emissions [5][6] Industry Characteristics - The green hydrogen industry features a synergy with green ammonia, high production costs influenced primarily by electricity prices, and a leading position in electrolyzer capacity in China, which may face overcapacity issues [9][12] Development History - The development of water electrolysis technology for hydrogen production can be divided into three stages: the nascent stage (1800-1939), the initiation stage (1940-2014), and the rapid development stage (2015-present) [15][19] Market Size and Growth - The market size of the green hydrogen industry is projected to grow significantly, with a forecast of reaching 270.51 billion yuan by 2028, driven by increasing demand and technological advancements [40][41] Economic Viability - The levelized cost of hydrogen (LCOH) is a critical indicator of economic viability, influenced by electricity prices, electrolyzer costs, and government subsidies. The report highlights that reducing LCOH can be achieved through improved electrolyzer efficiency and lower renewable electricity costs [22][27] Transportation and Storage - The report discusses the economic advantages of different hydrogen transportation methods, indicating that pipeline transport is the most economical for long distances, while tube trailers are more suitable for short distances [23][28] Policy Overview - The establishment of a comprehensive standard system for the hydrogen industry is underway, with over 30 national standards expected to be revised or created by 2025, covering all aspects of hydrogen production, storage, transportation, and application [48]
企业竞争图谱：2024年绿氢 头豹词条报告系列
Tou Bao Yan Jiu Yuan·2024-09-27 12:15