国君产业|氢能的全球性竞争:大国战略及前景展望

Group 1: Hydrogen Energy Development - The global hydrogen energy projects have increased to 1,572, a sevenfold growth since 2020[1] - Investment in global clean hydrogen projects has reached $75 billion, more than quadrupling since 2020[1] - By 2050, global hydrogen demand is projected to reach 520 million tons per year, accounting for 13% of total global energy use[1] Group 2: Electrolyzer Market Growth - Global electrolyzer shipments surged from 140 MW in 2018 to 1,908.2 MW in 2023, with a compound annual growth rate (CAGR) of 68.6%[2] - Alkaline electrolyzer shipments grew from 114.8 MW to 1,412.1 MW, with a CAGR of 65.2%[2] - PEM electrolyzer shipments increased from 25.2 MW to 496.1 MW, achieving a CAGR of 81.5%[2] - By 2030, global electrolyzer shipments are expected to reach 102,534.1 MW, with alkaline and PEM electrolyzers projected at 62,736.2 MW and 39,797.9 MW, respectively[2] Group 3: Fuel Cell Vehicle Sales Forecast - In 2024, hydrogen vehicle sales in Japan, the US, China, South Korea, and Germany are forecasted to be 919, 497, 11,271, 3,511, and 305 units, respectively, totaling 16,502 vehicles globally[3] - By 2030, projected hydrogen vehicle sales in these countries will rise to 419,935, 611,493, 614,654, 88,913, and 119,758 units, respectively, with a global total of 1,854,753 vehicles[3] Group 4: Risks - Potential risks include geopolitical tensions, underwhelming industrial policies, and slower-than-expected cost reductions in technology[4]