欢迎订阅 | 势银《中国氢能及燃料电池产业月度分析报告》

Core Viewpoint - The hydrogen energy industry is at a critical juncture in 2025, requiring continued government support and the establishment of industry standards to facilitate growth and development [7]. Group 1: Industry Dynamics - The hydrogen production through electrolysis is experiencing significant investment, with a national venture capital fund expected to attract nearly 1 trillion yuan in social capital, focusing on cutting-edge fields including hydrogen energy [5]. - Australia has announced a funding plan of 750 million AUD (approximately 474 million USD) to support green mining and processing technologies, particularly hydrogen-based iron reduction technology [6]. - The number of domestic green hydrogen projects has reached 788, with a more than 58-fold increase in the scale of electrolysis equipment bids in Q1 2025 compared to the same period last year [8]. Group 2: Project and Market Updates - The hydrogen energy industry is seeing a rise in project dynamics, with 125 updates recorded in Q1 2025, indicating a significant increase in project initiation and bidding activities [8]. - The total scale of publicly bid electrolysis equipment in Q1 2025 reached 482.83 MW, reflecting a substantial increase in project demand [9]. - The fuel cell installation capacity in Q1 2025 was 47.6 MW, with Oriental Hydrogen leading the market with a 30.5% share [11][12].