Core Insights - The World Economic Forum (WEF) has released a report on the growth of green economic benefits, highlighting how leading companies convert green market participation into competitive advantages [1] - The growth of the green economy has generated over $5 trillion in annual benefits for businesses across various sectors, with expectations to exceed $7 trillion by 2030, presenting growth opportunities for global enterprises [1] - The growth rate of green revenues is twice that of traditional revenues, with companies generating green income performing better on multiple financial metrics, including lower capital costs and higher valuations [1] Technology Cost Trends - Since 2010, the technology costs for solar photovoltaics and lithium batteries have decreased by approximately 90%, while offshore wind technology costs have dropped by about 50%, enhancing global cost competitiveness [1] - However, technologies such as low-carbon hydrogen and carbon capture, utilization, and storage (CCUS) remain high-cost and require significant support for advancement [1]

《2025年全球氢能指南报告》由氢能委员会与麦肯锡联合发布，聚焦全球清洁氢能产业发展现状、首批成熟项目经验及未来趋势，为行业参与者提供战略参 考。报告显示，氢能产业已度过初期炒作阶段，进入以务实落地为核心的成熟化周期，政策支持与需求确定性成为行业规模化的关键驱动力。 全球氢能产业投资与项目规模持续扩张。截至2025年，全球清洁氢能已承诺投资超1100亿美元，较去年增加350亿美元，年复合增长率超50%，覆盖510个已 完成最终投资决策、在建或运营的项目。全球项目管线累计达1700余个，已形成600万吨/年的承诺产能，其中100万吨/年已投入运营。预计经项目延迟与淘 汰调整后，2030年全球清洁氢能可行产能可达900-1400万吨/年，但最终落地规模取决于需求兑现情况。 区域发展呈现差异化格局，中国与北美领跑全球。中国在可再生氢能电解槽部署方面居世界首位，占全球承诺产能的55%，依托顶层政策引导、国有资本支 持及低成本融资优势，项目规模普遍为欧美同类项目的4-10倍，主要服务国内氨生产、炼油与电力等领域需求。北美则主导低碳氢能（天然气制氢+碳捕 捉），占全球相关产能的85%，凭借低成本天然气、现有碳捕捉与出口基 ...

Group 1 - The International Energy Agency (IEA) projects significant growth in the global low-carbon hydrogen industry by 2030, despite recent project cancellations and ongoing cost challenges leading to a nearly 25% reduction in announced project reserves [1] - The IEA's report indicates that the global low-carbon hydrogen production could reach 37 million tons by 2030, a decrease from the previous estimate of 49 million tons [1] - The IEA emphasizes that the growth of low-carbon hydrogen has not met the expectations set by the industry and governments due to high costs, demand uncertainties, and slow infrastructure development [1] Group 2 - By 2030, the capacity of operational, under-construction, or final investment decision (FID) low-carbon hydrogen projects is expected to grow more than fivefold compared to 2024, reaching over 4 million tons [1] - The number of projects that have completed FID has increased by 20% year-on-year, accounting for 9% of the total project reserves for 2030 [1] - The International Hydrogen Council reports that the capacity of low-carbon hydrogen projects with completed FID has surpassed 6 million tons per year, with over 500 projects receiving a total funding commitment of $110 billion [1] Group 3 - In 2024, global hydrogen demand is projected to approach 100 million tons, reflecting a 2% increase from 2023, consistent with overall energy demand growth trends [2] - The majority of hydrogen production is still derived from fossil fuels, consuming 290 billion cubic meters of natural gas and 90 million tons of standard coal in 2024 [2] - The IEA notes significant progress in the low-carbon hydrogen economy since 2021, with over 200 committed investment projects, highlighting hydrogen's importance in achieving climate goals and enhancing energy security [2] Group 4 - Despite short-term cost pressures, the IEA anticipates that by 2030, the cost gap between traditional and low-carbon hydrogen production will narrow due to declining technology costs and rapid renewable energy development [3] - The shipping industry is encouraged to invest in technology and infrastructure to support hydrogen-based fuels, with nearly 80 ports globally already possessing strong chemical management capabilities [3] - Southeast Asia is emerging as a significant hydrogen market, with potential low-carbon hydrogen capacity projected to reach 430,000 tons per year by 2030, up from the current 3,000 tons [3]