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2025新增179个绿氢项目,产能全年增长140%
势银能链· 2026-03-03 03:12
Core Viewpoint - The article highlights the significant growth and development of green hydrogen projects in China, indicating a strong upward trend in production capacity and project implementation as of 2025. Group 1: Project Overview - As of November 30, 2025, there are a total of 892 green hydrogen projects in China, with 179 new projects added in 2025. Among these, 571 projects have disclosed hydrogen production scale information, corresponding to a planned capacity exceeding 11.65 million tons per year, representing a year-on-year growth of approximately 29% [2]. - By December 25, 2025, the existing green hydrogen production capacity in China is approximately 261,200 tons per year, which is a 140% increase compared to the entire year of 2024 [2]. Group 2: Regional Distribution - The majority of green hydrogen projects in China are concentrated in the "Three North" regions (Northeast, North China, and Northwest), accounting for 74% of the total number of projects and 97% of the green hydrogen production capacity nationwide [3]. Group 3: Project Status - Despite the acceleration in project implementation in 2025, most green hydrogen projects in China are still in the planning stage. The distribution of projects is as follows: 71% in planning, 14% under construction, and 12% completed, with the remainder being terminated or suspended [6]. Group 4: Technology Routes - The predominant technology for green hydrogen production in China is alkaline water electrolysis (ALK), which accounts for approximately 70% of the projects. Additionally, combined hydrogen production methods are becoming increasingly popular, with ALK+PEM projects making up 11% of the total [6]. Group 5: Application Fields - The chemical industry remains the primary application area for green hydrogen in China, followed by the transportation sector. As of November 2025, the potential green hydrogen consumption capacity in chemical applications exceeds 7.69 million tons per year, representing about 65% of the total, with a year-on-year growth of 48% [8]. Group 6: Participating Enterprises - The construction of green hydrogen projects in China is mainly led by state-owned enterprises, with state-owned and private enterprises accounting for 49% and 47% of the projects, respectively. Only 149 green hydrogen projects have publicly disclosed their hydrogen production equipment suppliers, involving 67 manufacturers of electrolyzers [11].