Core Insights - The 2025 China Hydrogen Industry Conference was held in Foshan, Guangdong, highlighting the rapid development of the green hydrogen industry in China, with expectations to exceed 3 million tons by 2030 [1][3] Industry Development - By the end of 2024, China is expected to have a green hydrogen production capacity of 120,000 tons, accounting for nearly 50% of the global total [3] - The "Hydrogen Industry Development Medium and Long-term Plan (2021-2035)" aims for renewable energy hydrogen production to reach 100,000 to 200,000 tons per year by 2025, which is anticipated to be achieved [3] - Currently, there are 27,000 hydrogen fuel cell vehicles in operation, representing 28.4% of the global total, and 540 hydrogen refueling stations have been established, making up 40% of the global count [3] Market Potential - Experts predict that by 2030, China's green hydrogen production could exceed 3 million tons, creating a market worth over 1 trillion yuan [4] - The demand for green methanol in the shipping industry is expected to surge from tens of thousands of tons annually to 30-40 million tons by 2030, significantly increasing the demand for green hydrogen [4] Challenges and Recommendations - Key challenges include the need for breakthroughs in core technologies, the geographical mismatch of renewable electricity supply, and the development of a comprehensive policy and standard system for hydrogen energy [4] - The industry is transitioning from being policy-driven to a dual-driven model of policy and market, emphasizing the importance of policy support for the development of hydrogen energy [4] - Recommendations include enhancing the utilization of green hydrogen across various sectors, particularly in industries such as power generation, petrochemicals, coal chemicals, and metallurgy [4]

Group 1: Industry Overview - The 2025 China Hydrogen Industry Conference was held in Foshan, Guangdong, highlighting the rapid development of the green hydrogen industry in China, with production expected to exceed 3 million tons by 2030 [1] - By the end of 2024, China is projected to have a green hydrogen production capacity of 120,000 tons, accounting for nearly 50% of the global total [1] - The "14th Five-Year Plan" emphasizes the integration of hydrogen energy with traditional industries, transportation, and energy sectors, focusing on application scenarios for innovation in the green hydrogen industry [1] Group 2: Market Potential - Experts predict that China's green hydrogen production could exceed 3 million tons by 2030, creating a market worth over 1 trillion yuan [2] - The demand for green methanol in the shipping industry is expected to surge from tens of thousands of tons annually to 30-40 million tons by 2030, significantly increasing the demand for green hydrogen [2] Group 3: Challenges and Recommendations - Key challenges in the green hydrogen industry include the need for breakthroughs in core technologies, the geographical mismatch of renewable energy production, and gaps in policy and standard systems [2] - It is recommended to enhance policy coordination, innovate green hydrogen consumption mechanisms, and improve the standard system to support industry growth [2]

Core Viewpoint - The 2025 TrendBank Green Hydrogen Industry Conference aimed to create a high-end, professional, and open platform for discussing the development direction and strategic layout of the green hydrogen industry, focusing on high-reliability and high-efficiency hydrogen production products to overcome development bottlenecks [3][42]. Group 1: Conference Highlights - The conference featured discussions on various aspects of the green hydrogen industry, including storage, transportation, and energy applications [7][22]. - Keynote speakers highlighted the importance of biomass as a clean alternative to traditional coal, and the potential of hydrogen-methanol energy systems to reduce carbon emissions [9]. - The conference recognized significant contributions from various sponsors and participants, showcasing a collaborative effort in advancing the green hydrogen sector [4][42]. Group 2: Technological Insights - The session on hydrogen storage emphasized the current dominance of physical storage methods, while chemical storage is seen as a future research direction [13]. - The growth of electrolysis equipment for hydrogen production was noted, with a significant increase in demand from 2022 to 2023, although a slight slowdown is expected in 2024 and 2025 [15]. - Discussions on the cost structure of hydrogen production revealed that PEM (Proton Exchange Membrane) hydrogen production has the highest Levelized Cost of Hydrogen (LCOH), primarily influenced by electricity costs [26][32]. Group 3: Future Trends and Challenges - Future trends in renewable energy hydrogen production systems focus on developing more efficient, low-cost, and high-power hydrogen production technologies [34]. - The need for breakthroughs in key materials to reduce reliance on imports and lower investment costs was emphasized as critical for the green hydrogen logic to succeed [40]. - The conference concluded with a call for enhanced collaboration among industry stakeholders to address challenges and accelerate the growth of the green hydrogen market [42].

Core Viewpoint - The 2025 TrendBank Green Hydrogen Industry Conference aims to create a high-end, professional platform for discussing the development direction and strategic layout of the green hydrogen industry, focusing on high-reliability and efficient hydrogen production products to overcome development bottlenecks [3][13]. Group 1: Conference Overview - The conference took place on August 27-28, 2025, at the New Lake Pullman Hotel in Wuxi, Jiangsu, with the theme of breaking through bottlenecks in green hydrogen development [3]. - The event gathered authoritative academic institutions, industry groups, and emerging enterprises to explore various aspects of the green hydrogen industry [3][4]. - Key sponsors included Wuxi Tianrong New Energy Technology Co., Ltd., and various other companies supporting the event [3][4]. Group 2: Key Presentations - Tang Weibao, Chairman and CEO of TrendBank, delivered the opening remarks, emphasizing the importance of the conference [7]. - Guo Wei, CEO of Wuxi Tianrong New Energy, highlighted the need for multi-dimensional efforts to accelerate the commercialization of the green hydrogen industry, including precise application positioning and cost reduction across the entire supply chain [9][15]. - A report by Li Wan Ying from TrendBank indicated that China's new green hydrogen production capacity reached 75,800 tons/year in the first seven months of 2025, surpassing the total for 2024, with expectations to exceed 230,000 tons/year by the end of 2025 [23]. Group 3: Industry Challenges and Innovations - Challenges discussed included the unclear purchasing commitments from downstream buyers and the risk of overcapacity in manufacturing, with only 6% of global green hydrogen projects having secured buyers [32]. - SOEC electrolysis technology was noted for its high efficiency, producing over 30% more clean hydrogen compared to traditional methods, but it has not yet fully commercialized due to high system costs [34]. - The need for improved safety management and risk control in hydrogen projects was emphasized, focusing on enhancing knowledge, regulatory standards, and monitoring systems [38]. Group 4: Future Trends and Discussions - The roundtable discussions addressed the advantages of Wuxi in hydrogen energy development and the role of government policies in supporting technological innovation [29]. - Participants discussed the future five-year development focus and trends in the domestic green hydrogen industry, emphasizing the importance of differentiated competition strategies in a rapidly evolving market [56].

基于此现状， 势银（TrendBank）将于7月16-17日在无锡 举办 2025势银绿氢产业大会 。 大会 聚焦绿氢产业发展核心命题，致力于构建技术交流、产业协作与商业创新的多维生态体 "宁波膜智信息科技有限公司"为势银（TrendBank）唯一工商注册实体及收款账户 限，核心矛盾集中在成本高、技术瓶颈与产业链协同不足， 因此当下也是绿氢技术突破与市 场培育的关键期 。若政策协同、技术降本与生态重构同步推进，绿氢有望在未来成为双碳目 添加文末微信，加 绿氢 群 【 会议通知 】 当前绿氢产业处于规模化示范向商业化过渡的敏感阶段，全球产能快速扩张但应用场景仍受 标的核心支撑。 系。 势银研究： 势银产业研究服务 势银数据： 势银数据产品服务 势银咨询： 势银咨询顾问服务 重要会议： 2025势银绿氢产业大会（7月16-17日，江苏·无锡） 大会将剖析新形势下绿氢产业面临的成本管控、技术突破、市场拓展等关键挑战。通过整合 扫码报名会议 绿氢产业链全链条资源，精准对接市场真实需求与项目示范经验，旨在为行业提供兼具理论 深度与实践价值的发展解决方案。 会议具体信息 会议日程 会议名称： 2025势银绿氢产业大会 会 ...