Core Viewpoint - The hydrogen energy industry is at a critical juncture in 2025, requiring national policy support, with both domestic and international signals indicating progress in the sector [7]. Group 1: Industry Dynamics - The hydrogen production from electrolysis is a focus area, with significant investment from the national venture capital fund projected to attract nearly 1 trillion yuan in social capital, targeting cutting-edge fields including hydrogen energy [5]. - Australia announced an investment of 750 million AUD (approximately 474 million USD) to support green mining and processing technologies, particularly hydrogen-based iron reduction technology [6]. - The hydrogen energy industry standards are gradually being established, with the National Energy Administration releasing guidelines for the 2025 energy industry standards plan, which includes hydrogen production, storage, transportation, and fuel cell applications [7]. Group 2: Green Hydrogen Projects and Consumption Dynamics - There are currently 788 domestic green hydrogen projects, with the scale of electrolysis equipment procurement in Q1 2025 increasing by over 58 times compared to the same period last year [8]. - The total number of new projects in Q1 2025 reached 78, with significant updates and corrections to existing projects, indicating a robust growth trajectory in the sector [8]. Group 3: Fuel Cell Industry Dynamics - In Q1 2025, the total installed capacity of fuel cells reached 47.6 MW, with Oriental Hydrogen leading the market with a 30.5% share, followed by Rongcheng Hydrogen and Guohydrogen Technology [11][12]. - The market concentration among the top five companies is high, reaching 74.0%, indicating a competitive landscape in the fuel cell sector [11].
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势银能链·2025-06-20 07:01