绿氢消纳现状：化工领域领跑，电力储能迎来积极信号

Core Viewpoint - The article emphasizes the significant potential for green hydrogen consumption in various industries by 2030, particularly in chemicals, transportation, electricity, and steel sectors, with a projected consumption scale exceeding 9.8 million tons [2][6]. Group 1: Chemical Industry - Green hydrogen is expected to replace fossil fuels in traditional chemical production and serve as a low-carbon raw material for processes like ammonia and methanol synthesis [2]. - The consumption growth in the chemical sector will be influenced by factors such as carbon market dynamics, green premium space, certification standards, and project approval processes [2][6]. Group 2: Transportation Sector - The demand for hydrogen in transportation mainly comes from hydrogen fuel cell vehicles (FCVs) and sustainable aviation fuel (SAF) [3]. - By 2030, the consumption scale of green hydrogen will vary regionally, with areas rich in hydrogen resources showing more growth potential, while regions like South China will primarily utilize by-product hydrogen [3][6]. Group 3: Electricity Sector - Green hydrogen has potential applications in hydrogen power generation, combined heat and power, and hydrogen storage [5]. - The Ministry of Industry and Information Technology's action plan aims to promote hydrogen storage technologies, which could accelerate the development of hydrogen storage applications [5][6]. Group 4: Steel Industry - Green hydrogen can assist the steel industry in decarbonization by replacing coke in hydrogen metallurgy processes [5]. - The consumption scale in the steel sector will be affected by national and local policy directions, new capacity layouts, and advancements in hydrogen metallurgy technology [5][6]. Group 5: Market Dynamics and Future Outlook - The article highlights that the commercialization of green hydrogen will be driven by the improvement of carbon market mechanisms, expansion of green premium space, and the establishment of standard systems [7]. - With the dual support of policy incentives and technological breakthroughs, the prospects for large-scale application of green hydrogen are becoming clearer across various sectors [6][7].