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 national policy support, with both domestic and international signals indicating progress in the sector [7]. Group 1: Industry Dynamics - The hydrogen energy sector is closely monitored by the TrendBank research team, focusing on production, storage, transportation, and application aspects [3]. - A national venture capital fund is being established to attract nearly 1 trillion yuan in social capital, focusing on 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 [6]. Group 2: Project and Market Updates - As of Q1 2025, there are 788 domestic green hydrogen projects, with a significant increase in the scale of electrolyzer bids, growing over 58 times compared to the same period last year [8]. - The total scale of publicly bid electrolyzers in Q1 2025 reached 482.825 MW, indicating substantial project progress [9]. - The fuel cell installation capacity in Q1 2025 was 47.6 MW, with a market concentration of 74% among the top five companies [11]. Group 3: Policy and Standards - The National Energy Administration has released a guideline for the 2025 energy industry standards plan, emphasizing the establishment of standards in hydrogen production, storage, transportation, and fuel cell applications [7].