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竞逐千亿赛道 如何练好“氢”功
Xin Lang Cai Jing· 2025-12-23 22:11
(来源:新华日报) (视觉中国供图) □ 本报记者 许愿 倪敏 陈立民 国家能源局近日公布能源领域氢能试点名单,苏州市联合南通市、盐城市共同申报的"江苏沿江滨海氢 能产业创新协同发展试点"成功入选。 作为氢能产业重要聚集区,江苏先后出台中长期规划和高质量发展行动方案,剑指2027年千亿产业规 模、100座加氢站、万辆燃料电池汽车的目标。然而,记者走访发现,在政策热推的背后,不少加氢站 仍面临"建而不用""冷热不均"等运营挑战。千亿蓝图如何变为现实,亟待在探索中找到答案。 前瞻布局:氢能基建绿氢产业双轮驱动 12月15日,南京市溧水区柘塘东加氢站,一辆氢燃料公交车缓缓进站,停靠在加氢机旁,工作人员为车 辆夹好制退器,司机在消除人体静电后进入室内等候。不到10分钟,车辆便完成加注。"现在加氢越来 越方便,加氢一次可以开近400公里。"司机告诉记者。这座2024年8月投入运营的加氢站,单日加氢能 力达500公斤,可满足约50辆燃料电池汽车的用氢需求。 在苏州市姑苏区平海路加氢站中控室内,屏幕实时显示碳减排数据。作为全省首座获得"碳中和"认证的 加氢站,自2022年9月投运以来,该站已累计为超过8900辆次氢能公交车 ...
山海氢张波:PEM制氢有望在离网式绿醇、绿氨合成场景率先实现规模化 | 势银访谈
势银能链· 2025-11-03 04:10
Core Viewpoint - The article emphasizes the strategic importance of hydrogen energy in China's future economic growth, highlighting its role in the transition to a green energy system and the collaboration between Shanghai Shanmei Research Institute and Shanhai Hydrogen to develop advanced hydrogen production technologies [3][5]. Group 1: Industry Trends - The 15th Five-Year Plan suggests that industries like hydrogen energy will be key growth points for the economy over the next decade, marking a shift from experimental phases to large-scale commercialization [3]. - Hydrogen energy is recognized for its clean and low-carbon characteristics, making it essential for the green transformation of industries [3]. Group 2: Collaboration and Technology - The partnership between Shanghai Shanmei Research Institute and Shanhai Hydrogen aims to integrate top-tier hydrogen production technologies with practical industrial applications, showcasing a model of synergy in technology and industry [8]. - The newly developed PEM hydrogen production system is claimed to be equivalent to three traditional systems, significantly reducing equipment investment costs and shortening project payback periods [10][24]. Group 3: Economic Viability - The PEM system is designed to operate efficiently with renewable energy sources, allowing for off-grid hydrogen production without the need for additional energy storage, thus lowering the cost of green hydrogen production [11][22]. - The anticipated production cost of green hydrogen is projected to be below 11 yuan per kilogram, making it competitive with traditional hydrogen sources [21][24]. Group 4: Technical Innovations - Shanhai Hydrogen's membrane electrode technology demonstrates exceptional stability and efficiency across a wide load range, which is crucial for adapting to the variability of renewable energy sources [14][19]. - The company has developed a unique catalyst structure that significantly reduces the amount of precious metals used while maintaining high performance and durability [19][20]. Group 5: Market Strategy - Shanhai Hydrogen aims to replace a significant portion of the existing gray and blue hydrogen market with low-cost green hydrogen, focusing on large-scale applications in the chemical industry [27]. - The company plans to establish a diverse product matrix to cater to various market segments, including hydrogen for health, agriculture, and fuel cells for two-wheeled vehicles [27].