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碳路中国 | 中国氢能驶入快车道:3650万吨背后的绿色引擎
Zhong Guo Xin Wen Wang· 2025-06-07 05:10
Core Viewpoint - The hydrogen energy industry in China is transitioning from a conceptual stage to practical application, particularly in resource-rich cities like Lüliang, which is leveraging its abundant resources to develop a comprehensive hydrogen energy ecosystem [1][5][6]. Group 1: Industry Development - Lüliang has a significant annual production capacity of 38 million tons of coke and 3.5 billion cubic meters of unconventional natural gas, providing ample raw materials for hydrogen production [2]. - The local government has introduced 15 policy measures to support the hydrogen industry, including an annual funding of no less than 100 million yuan for hydrogen energy initiatives [4]. - Lüliang has established a hydrogen production capacity of 130,000 tons and operates 11 hydrogen refueling stations, with over 600 hydrogen fuel vehicles in operation [4]. Group 2: National Strategy - China's hydrogen energy development is guided by a long-term plan established in 2022, with over 560 hydrogen-related policies implemented across 22 provincial regions by 2024 [6][7]. - By 2024, China's hydrogen production and consumption scale is projected to reach 36.5 million tons, making it the largest globally, contributing over half of the world's renewable hydrogen production capacity [6][7]. Group 3: Market Dynamics - The global investment in clean hydrogen projects is expected to reach $75 billion by 2024, with the number of projects increasing significantly from 228 in 2020 to 1,572 [7]. - China has filed over 80,000 hydrogen-related patents, accounting for 27% of the global total, positioning itself as a leader in hydrogen technology [7]. Group 4: Practical Applications - Lüliang has successfully created a closed-loop network for hydrogen energy, integrating hydrogen extraction, purification, storage, and transportation for heavy-duty vehicles [8][9]. - The region's model of "hydrogen heavy trucks + long-distance transport" has proven commercially viable, significantly reducing operational costs and expanding to other regions [9][10].