Core Viewpoint - The article discusses the advancements and potential of hydrogen and ammonia fuel technologies in the context of China's carbon neutrality goals, highlighting their role in transforming the energy structure and addressing renewable energy volatility [2][9]. Group 1: Policy and Industry Initiatives - The National Energy Administration has initiated pilot projects for hydrogen and ammonia fuel applications, particularly in coal and gas power generation, to facilitate the transition to low-carbon energy systems [2][8]. - The pilot schemes include specific scenarios for hydrogen and ammonia blending in gas turbines and coal boilers, aiming to promote low-carbon transformation in traditional thermal power [2][3]. Group 2: Technological Breakthroughs - Significant technological advancements have been made, such as the first zero-carbon ammonia combustion demonstration line by Mona Lisa Group, which eliminates carbon emissions in ceramic production [4]. - The successful launch of the world's first ammonia-fueled internal combustion engine ship, "Ammonia Hui," demonstrates the industrial application of ammonia fuel in shipping [4][5]. Group 3: Environmental Impact - The implementation of ammonia blending technology in coal-fired power plants can significantly reduce carbon emissions; for instance, a 600 MW coal unit can cut CO2 emissions by 183,700 tons annually with a 10% ammonia blend [5]. - If all 160 ceramic production lines in Foshan adopt the new ammonia technology, the annual reduction in emissions could reach 2.65 million tons [4]. Group 4: Challenges and Future Outlook - Despite the promising outlook, the large-scale application of hydrogen and ammonia fuels faces challenges, including technical issues related to combustion stability and efficiency, as well as high production and infrastructure costs [6][7]. - The article predicts that with policy support and technological advancements, hydrogen and ammonia fuels will transition from pilot projects to large-scale applications, with an expected production capacity of over 10 million tons per year by 2030 [8].

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） 点此报名 "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 添加文末微信，加 燃料电池 群 在燃气领域，天然气因具有高安全性、高热值、成本优势等特点，已得到广泛应用。然而，天然气燃 烧会排放大量CO₂，难以契合低碳发展趋势，因此亟需在燃气领域找到降低碳排放的替代方案。 掺氢 天然气融合了天然气与氢气的优势，能够优化燃料的燃烧特性和排放性能，成为燃气领域实现 "双碳" 目标的有效途径。 目前，掺氢天然气已在民用燃气、工业燃气轮机、车用发动机等领域开展试验示范 应用。 据了解，我国天然气掺氢正从技术验证阶段转向规模化示范阶段。尽管发展前景广阔，但仍面临 技术 瓶颈突破、政策体系完善、经济性竞争力提升以及全产业链协同生态构建 等挑战。短期内，可推进低 比例掺氢（如5%-30%）试点验证；长期则需依托绿氢规模化制备与终端设备适应性改造，逐步向更高 比例掺氢或纯氢管网过渡。 进入 2025 年以来， 东德氢能、华电集团、武汉市燃 ...