此前，这座发电厂以煤炭为燃料，改造后的发电机组采用天然气与绿氢的混合燃料，初始混合比例为 30%氢气和70%天然气，并计划逐步过渡至100%氢气。项目核心在于利用厂区地下巨大的盐穴储存绿 氢。这些氢气通过电解水制取，电力来自可再生能源，整个生产过程仅排放氧气。洛杉矶水电局称，该 项目目前每年可生产2100万千克氢气，是全球最大且已投入运行的绿氢项目。 中化新网讯洛杉矶市市长凯伦.巴斯近日宣布，该市已正式停止使用燃煤发电，并将于2026年二季度启 用全球规模最大的绿氢发电设施，以推进其2035年实现100%无碳电力的目标。 针对氢燃料在发电过程中仍会产生氮氧化物的问题，该电厂将采用先进的催化还原系统，确保排放远低 于许可限值，并实现二氧化碳的零排放。 ...

Core Insights - The fuel cell power generation industry in China is in its early commercialization stage, but its development potential is gradually becoming evident [1] - By 2030, the installed capacity of fuel cell power generation in China is expected to exceed 2000-2500 MW, with an annual compound growth rate of over 30% [1][14] Industry Overview - Fuel cell power stations convert chemical energy from fuels (like hydrogen and natural gas) into electrical energy through electrochemical reactions, achieving energy conversion efficiencies of 40%-60%, and up to 80% in combined heat and power (CHP) systems [2] - The industry has formed a complete ecosystem with innovative companies like Kunhua Technology, Aidemeng, and Qingneng Technology collaborating with listed companies and research institutions [1][16] Market Dynamics - The market size of China's hydrogen fuel cell industry grew from 1.63 billion yuan in 2019 to 3.93 billion yuan in 2023, with a compound annual growth rate of 24.61% [10] - In 2024, the industry is expected to experience explosive growth, with fuel cell heavy truck sales increasing by 80% year-on-year and the number of hydrogen refueling stations surpassing 550 [10] Technological Landscape - The fuel cell technology is categorized based on electrolyte type, operating temperature, and fuel applicability, including proton exchange membrane fuel cells (PEMFC), phosphoric acid fuel cells, molten carbonate fuel cells, and solid oxide fuel cells (SOFC) [3][5] - SOFCs have higher efficiency, reaching nearly 90% in CHP applications, and a broader range of fuel options, making them suitable for various applications [5] Competitive Landscape - The industry is characterized by a "leading enterprises, regional clustering, and diverse technologies" competitive structure, with major players like Dongfang Electric and Weichai Power leading in SOFC technology [19][21] - The collaboration between upstream material suppliers and downstream application developers is crucial for driving the commercialization of fuel cell power stations [8][19] Future Trends - The industry is transitioning from policy-driven to market-driven, with technological breakthroughs and cost reductions accelerating commercialization [23] - The application scenarios are expanding from demonstration projects to large-scale commercial use, with a projected 60% of installed capacity in CHP projects by 2030 [26] - The cost of green hydrogen production is decreasing, with projections of 25 yuan/kg in 2024 and potentially 15 yuan/kg by 2030, enhancing the competitiveness of hydrogen energy [27]