宁夏银川：氢能储能新高地的崛起之路

Core Viewpoint - Ningxia is rapidly developing into a national hub for hydrogen and energy storage industries, showcasing significant achievements in renewable energy and green hydrogen production [2][4][19]. Group 1: Renewable Energy Development - In 2024, Ningxia added over 5 million kilowatts of new renewable energy capacity, reaching a total installed capacity of 41.32 million kilowatts, accounting for 55% of the region's power generation [2]. - The region has maintained a renewable energy utilization rate of over 96% for several consecutive years, ranking first in Northwest China [2]. Group 2: Hydrogen Production - Ningxia's green hydrogen production capacity reached 28,000 tons per year in 2024, making it the second-largest hydrogen production province in China [2][5]. - The region's hydrogen production is supported by abundant solar resources, ranking third nationally, which facilitates the generation of clean energy for hydrogen production [5]. Group 3: Policy Support - The local government has implemented a comprehensive support system for the hydrogen industry, including the "Hydrogen Energy Industry Development Plan (2021-2025)" which aims for renewable energy hydrogen production capacity to exceed 80,000 tons by 2025 [6][9]. - Various government reports emphasize the development of hydrogen energy industrial clusters and the promotion of key projects in the region [6][7]. Group 4: Industrial Cluster Development - The Su-Yin Industrial Park is home to leading projects such as Baofeng Battery Storage and New Hydrogen Power Solid Hydrogen Storage, forming a trillion-level clean energy industrial cluster [11]. - The National Energy Group's Ningdong project has achieved a full-process integration of green hydrogen production, storage, transportation, and utilization [11]. Group 5: Technological Innovation - Collaborative efforts between universities and enterprises in Ningxia are driving technological advancements in hydrogen production and materials [12]. - The establishment of research institutes focused on supercritical water hydrogen production and hydrogen material development is enhancing the region's innovation capabilities [12]. Group 6: Infrastructure Development - The Ningdong Yongan Hydrogen Production Plant is developing a hydrogen transportation network, with plans to build over five hydrogen refueling stations by 2025 [14]. - The Su-Yin Industrial Park is diversifying its energy storage technologies, including electrochemical storage and hydrogen storage [14]. Group 7: Market Demand - The demand for hydrogen is driven by the low-carbon transformation in industries such as metallurgy and construction, with significant potential for hydrogen substitution in the Ningdong coal chemical base [15]. - As a national demonstration city for hydrogen fuel cell vehicles, Ningdong is expanding hydrogen applications into public transport and logistics [15]. Group 8: Future Outlook - By 2025, the hydrogen and energy storage industries in Yinchuan are expected to accelerate development, with multiple significant projects and investments underway [17]. - Yinchuan aims to become a national benchmark for green hydrogen and long-duration energy storage technologies, leveraging its resource advantages and policy support [18][19].