企业竞争图谱：2024年加氢站用氢气压缩机 头豹词条报告系列

Investment Rating - The investment rating for the hydrogen station compressor industry is 4 stars [34] Core Insights - The hydrogen compressor is a core component of hydrogen stations, essential for compressing hydrogen from various sources to high-pressure storage tanks, directly impacting the scale and maintenance costs of hydrogen stations [10][14] - The domestic market for hydrogen compressors has shifted from reliance on imports to a higher level of domestic production, with 45MPa compressors being fully validated and a significant increase in the development of 70MPa compressors [14][18] - The market for hydrogen compressors is expected to grow significantly, with projections indicating an increase from 410 million yuan in 2024 to 949 million yuan by 2028, reflecting a compound annual growth rate of 23.37% [34] Industry Definition - Hydrogen station equipment includes hydrogen compressors, storage tanks, refueling machines, and unloading columns, with hydrogen compressors being crucial for increasing hydrogen pressure for storage and refueling [4][10] Industry Classification - The hydrogen compressor industry can be classified based on working principles into diaphragm compressors, liquid-driven piston compressors, and ionic compressors [5][6] Industry Characteristics - Key characteristics of the hydrogen compressor industry include its role as a core device in hydrogen stations, with diaphragm compressors accounting for over 70% of applications due to their efficiency and reliability [8][11] Development History - The hydrogen energy industry in China began in the early 2000s, with significant advancements in domestic compressor technology and a shift towards higher pressure and larger capacity compressors in recent years [14][17] Industry Scale - The market size for hydrogen compressors decreased from 388 million yuan in 2021 to 298 million yuan in 2023, with a projected recovery and growth in the coming years [34] Policy Analysis - Recent policies have accelerated the construction of hydrogen stations, which is expected to drive demand for hydrogen compressors, with various local governments implementing supportive measures [36][41]