《温室气体自愿减排项目方法学 可再生能源电解水制氢（CCER—01—004—V01）》方法学印发，这是我国氢能领域首个核证自愿 减排量（CCER）方法学，旨在为准入的电解水制氢项目提供减排量核算统一标准 。 ▲ 图为我国首个万吨级光伏绿氢示范项目——库车绿氢示范项目。 生态环境部、国家能源局日前联合印发《温室气体自愿减排项目方法学 可再生能源电解水制氢（CCER—01—00 4—V01）》方法学 （以下简称"方法学"），这是我国氢能领域首个核证自愿减排量（CCER）方法学，旨在为准入的电解水制氢项目提供减排量核算统一 标准，使其产生的减排量得以在碳市场中变现，激活绿氢的"环境资产"属性，为我国可再生能源制氢产业规模化、商业化发展提供关键 政策支点。 适用新建项目 兼顾开发成本和收益 我国高度重视氢能产业发展。"十五五"规划建议明确提出，将氢能作为"未来产业"进行前瞻布局，并推动其成为新的经济增长点。 方法学牵头编制单位中国华电集团碳资产运营有限公司碳交易运营管理部副主任富兰克介绍，方法学通过将清洁低碳制氢项目的减排量 转化为可交易的碳资产，有助于促进新能源的非电利用和消纳，对控制钢铁、化工、交通等领域温室气体 ...

在技术层面，碱性电解水技术成熟且主导市场，质子交换膜电解水技术处于追赶阶段。在商业层面，我 国电解水制氢产能扩张迅速，然而绿氢成本仍显著高于传统化石能源制氢，储运环节是当前实现全面商 业化的主要瓶颈。应用场景正从交通领域加速向化工、冶金等工业领域深度拓展，并探索"电氢协同"模 式，通过风光氢储一体化项目促进可再生能源消纳和工业脱碳。 《温室气体自愿减排项目方法学 可再生能源电解水制氢》日前发布，以鼓励更广泛的行业、企业自愿 参与温室气体减排行动，规范全国温室气体自愿减排项目设计、实施、审定和减排量核算、核查。这是 我国氢能领域首个核证自愿减排量（CCER）方法学。 第一财经记者从生态环境部了解到，此方法学由生态环境部会同国家能源局联合发布。相关通知提出， 各地生态环境、能源等主管部门应鼓励支持符合条件的可再生能源电解水制氢项目、电气设备六氟化硫 回收和净化项目积极参与全国温室气体自愿减排交易市场并获得减排量收益。 鼓励可再生能源电解水制氢项目结合输氢管道建设与天然气管网优化布局提升减排效益与资源配置效 率，推动制氢与管道输氢协同发展。省级、设区的市级生态环境主管部门会同能源等有关主管部门，按 职责分工对已登记 ...

Core Viewpoint - The hydrogen energy industry in China is transitioning from pilot exploration to an orderly breakthrough phase, driven by the new energy security strategy of "four revolutions and one cooperation" [1] Group 1: Production and Consumption Scale - China is projected to have a hydrogen production capacity exceeding 50 million tons in 2024, maintaining the world's largest production and consumption scale [2] - Fossil fuel-based hydrogen production remains dominant, with coal-based hydrogen production at approximately 20.7 million tons (up 6.7% year-on-year), while natural gas-based hydrogen production is around 7.6 million tons (down 4.4% year-on-year) [2] - The main hydrogen consumption sectors include synthetic methanol and ammonia, accounting for 27% and 26% of total consumption, respectively [2] Group 2: Renewable Energy and Electrolysis - The development of renewable energy electrolysis for hydrogen production is accelerating, with 35 new projects expected in 2024, adding about 48,000 tons of capacity (up 62% year-on-year) [3] - By the end of 2024, over 90 projects will be completed, primarily in North and Northwest China, which account for 45% and 44% of the total capacity, respectively [3] Group 3: Market Pricing Trends - Hydrogen production prices are declining, with the average production price dropping to below 30 yuan per kilogram and consumption price below 52 yuan per kilogram in 2024 [4] - By December 2024, production prices fell to 28 yuan per kilogram (down 15.6% year-on-year), while consumption prices decreased to 48.6 yuan per kilogram (down 13.7% year-on-year) [4] Group 4: Technological Advancements and Applications - Key technological breakthroughs in hydrogen production, storage, and transportation are being achieved, including the commercial operation of large-scale electrolysis systems and hydrogen storage solutions [5][6] - Industrial applications are expanding, with projects integrating renewable hydrogen into traditional coal-based processes and new hydrogen applications in metallurgy and energy supply [6] Group 5: International Cooperation and Future Outlook - Chinese companies are signing cooperation agreements with countries like Germany and Saudi Arabia to explore renewable hydrogen projects, contributing to global energy transition [6] - 2025 is identified as a critical year for China's hydrogen industry to achieve economic viability and scale, necessitating enhanced policy support and infrastructure development [7]

Group 1 - The core viewpoint of the article highlights the significant growth of renewable energy in China's energy sector, with renewable energy accounting for approximately 90% of new installed capacity in the first quarter of 2024 [1][2] - In the first quarter, the total installed capacity of renewable energy reached 76.75 million kilowatts, representing a year-on-year increase of 21% [2] - Renewable energy generation reached 816 billion kilowatt-hours, a year-on-year increase of 18.7%, making up about 35.9% of the total electricity generation [2] Group 2 - The nuclear power capacity in operation and under construction exceeded 120 million kilowatts, with a projected nuclear power generation of 450.9 billion kilowatt-hours in 2024, accounting for 4.5% of the total generation [2] - The article emphasizes the support for advanced nuclear technologies and their applications in heating, steam supply, and seawater desalination [2] - Hydrogen energy is identified as a key focus area, with a projected production and consumption scale of over 36.5 million tons in 2024, making China the world's largest in this sector [3] Group 3 - Investment in energy projects has been growing rapidly, with a 12.9% year-on-year increase in investment for key energy projects in the first two months of 2024 [3] - The article discusses the role of private enterprises in the energy sector, noting that they account for over 80% of operators with more than 10,000 charging facilities [4] - New policies are aimed at enhancing the participation of private enterprises in energy infrastructure projects, including new energy technologies and traditional energy sources [4]