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《氢能行业全球行情及资讯月报》 2024年4月
智研咨询·2024-05-27 23:27

Industry Investment Rating - The report highlights hydrogen energy as a key sector in the global energy transition, with significant policy and financial support from governments worldwide [8][9][10][11] Core Viewpoints - Hydrogen energy is positioned as the "ultimate energy" of the 21st century due to its clean, low-carbon, and high-energy-density characteristics [8] - Over 40 governments have formulated hydrogen strategies, with increasing financial support such as loan guarantees and low-interest loans to ensure project implementation [8] - The global hydrogen energy market is rapidly expanding, with significant advancements in hydrogen production, storage, transportation, and application technologies [8][9][10] Global Hydrogen Market Dynamics - In April 2024, China exported 1,147 cubic meters of hydrogen, with an export value of 97,329 yuan and an average price of 84.86 yuan per cubic meter [3] - As of April 2024, China has accumulated 303 green hydrogen projects, including 168 in the preliminary stage, 70 under construction, 8 completed, 42 operational, and 15 terminated [3] - The first hydrogen industry investment alliance in China was established in Shanghai Jiading [3] Hydrogen Application Market Dynamics - From January to April 2024, China's hydrogen fuel cell vehicle production reached 0.1 million units, a year-on-year increase of 12.5% [4] - The European Parliament passed a plan to promote renewable and low-carbon gases, including hydrogen, into the EU natural gas market with 447 votes in favor, 90 against, and 54 abstentions [4] - The US Department of Energy announced 20millioninfundingtosupportthedevelopmentofhydrogenemissiondetectionandquantificationmethodsacrossthesupplychain[4]HydrogenProductionMarketDynamics−Thefirstdomesticsingle−stackmegawatt−levelPEMelectrolysiswaterhydrogenproductiondeviceachievedcommercialoperation[5]−Germany′sLanxessdevelopedhigh−performanceionexchangeresinstoenhancetheefficiencyofPEMelectrolysiswatertreatment[5]−Topsoesuccessfullycompleteditsfirsttestofasolidoxideelectrolysiscell(SOEC)[6]DomesticHydrogenMarketEnvironment−FromJanuarytoApril2024,Chinaissued66hydrogen−relatedpolicies,including18atthenationalleveland48atthelocallevel[12]−ThedraftofChina′sEnergyLaw,submittedforreviewinApril2024,explicitlyincludeshydrogenenergyinthedefinitionofenergy[12]−TheChinesegovernmentemphasizedthedevelopmentofnewqualityproductiveforces,withhydrogenenergybeingarepresentativesectorexpectedtoreceivestablecapitalsupport[12]InternationalHydrogenMarketEnvironment−TheEUapproveda€2.2billion(approximately20 million in funding to support the development of hydrogen emission detection and quantification methods across the supply chain [4] Hydrogen Production Market Dynamics - The first domestic single-stack megawatt-level PEM electrolysis water hydrogen production device achieved commercial operation [5] - Germany's Lanxess developed high-performance ion exchange resins to enhance the efficiency of PEM electrolysis water treatment [5] - Topsoe successfully completed its first test of a solid oxide electrolysis cell (SOEC) [6] Domestic Hydrogen Market Environment - From January to April 2024, China issued 66 hydrogen-related policies, including 18 at the national level and 48 at the local level [12] - The draft of China's Energy Law, submitted for review in April 2024, explicitly includes hydrogen energy in the definition of energy [12] - The Chinese government emphasized the development of new quality productive forces, with hydrogen energy being a representative sector expected to receive stable capital support [12] International Hydrogen Market Environment - The EU approved a €2.2 billion (approximately 2.321 billion) German aid plan to support the low-carbon transformation of industrial production processes [9] - Chile's Ministry of Finance and Ministry of Energy submitted a green hydrogen strategic plan to President Boric, aiming to continue the national strategy and involve citizens in project development [11] - Australia's Renewable Energy Agency funded AUD 59.1 million to support low-emission steel and hydrogen development, including 13 hydrogen-related projects [10] Hydrogen Equipment Market Dynamics - China's first hydrogen equipment manufacturing base was inaugurated, with an annual production capacity of 25 sets (100 units) of hydrogen equipment [75] - Tibet Zangqing Energy Equipment Co., Ltd. started construction of a green hydrogen and methanol new energy industrialization equipment base in Qinghai, with a planned annual production capacity of 100 sets of 1500Nm³ electrolyzers [76] - China Shipbuilding Peric Hydrogen Energy Equipment Industrial Park commenced construction, with a total investment of 1 billion yuan and an expected output value of 7 billion yuan upon completion [80] Hydrogen Production Projects - As of April 2024, China has accumulated 303 green hydrogen projects, with 168 in the preliminary stage, 70 under construction, 8 completed, 42 operational, and 15 terminated [63] - In April 2024, China added over 10 new green hydrogen projects, mainly distributed in Heilongjiang, Inner Mongolia, and Xinjiang [63] - The largest domestic wind power off-grid hydrogen production demonstration project officially entered commercial operation, with a total installed capacity of 25 MW and a hydrogen production capacity of 3,000 Nm³/h [90] International Hydrogen Market Developments - Fortescue and OCP Group established a joint venture in Morocco to produce green hydrogen and ammonia fertilizers, targeting the Moroccan, European, and international markets [68] - Finland's Helen announced plans to build its first green hydrogen plant in Helsinki, expected to reduce CO2 emissions by 3,700 tons annually [69] - Oman's Hydrom awarded two new green hydrogen projects with a total investment of $11 billion, aiming to produce 378,000 tons of green hydrogen annually by 2030 [70]