【环保】氢能综合应用试点新政落地，持续重点推荐氢氨醇行业——碳中和领域动态追踪（一百七十九）（殷中枢/郝骞）

Core Viewpoint - The article discusses the recent policy update from the Chinese government regarding hydrogen energy applications, emphasizing the comprehensive upgrade of the policy framework aimed at reducing costs and promoting a closed-loop ecosystem for hydrogen energy applications [4][5]. Group 1: Policy Framework and Goals - The new notification represents a continuation of national-level incentives for the hydrogen industry, significantly upgrading the previous fuel cell vehicle demonstration city cluster policy [5]. - The core of the new policy is "application-driven, scenario-based," establishing a comprehensive application system that includes one general fuel cell scenario, multiple industrial application scenarios, and various innovative application scenarios [5]. - By the end of 2025, the cumulative sales of hydrogen fuel cell vehicles in China are expected to reach nearly 40,000 units, with 574 hydrogen refueling stations built, and green hydrogen production capacity of approximately 250,000 tons [5]. - The 2030 quantitative targets include reducing the average terminal hydrogen price to below 25 yuan per kilogram, with a goal of 15 yuan per kilogram in advantageous regions, and doubling the number of fuel cell vehicles to 100,000 compared to 2025 [5]. Group 2: Pilot Program and Funding - The policy maintains a "reward instead of subsidy" standard, selecting five city clusters for a four-year pilot program, with a maximum central reward of 1.6 billion yuan per city cluster, totaling no more than 8 billion yuan in central financial subsidies [5]. - The funding disbursement will follow a "pre-disbursement followed by settlement" model, shifting the policy focus from addressing technological shortcomings in the supply chain to reducing costs through large-scale applications [5]. Group 3: Vehicle and Infrastructure Development - The vehicle segment continues to focus on heavy-duty commercial vehicles, with optimized requirements for application thresholds, assessment systems, and technical standards [6]. - The notification emphasizes the construction of hydrogen highways and corridors, promoting large-scale applications in heavy-duty transport and cold chain logistics [6]. - City clusters that primarily promote fuel cell vehicles are expected to deploy over 8,000 fuel cell vehicles and build more than 30 hydrogen refueling stations, along with establishing at least one hydrogen highway or corridor [6]. Group 4: Industrial Applications and Innovations - The new notification includes industrial hydrogen applications in the central financial reward scope for the first time, with green ammonia being a core expansion scenario [7]. - It covers hydrogen-based chemical raw material substitution, hydrogen metallurgy, and hydrogen blending combustion, as well as innovative scenarios in rail transit, shipping, and new energy storage [7]. - City clusters focusing on industrial applications are required to ensure that industrial application scenarios account for no less than 75% of their total applications, promoting cost reduction through collaboration between transportation and industrial sectors [7].