长期以来，氢能发展潜力巨大，优势突出，逐渐成为世界各国能源战略的重要支柱。国际能源署最新发 布的《2025年世界能源投资报告》指出，2024年氢能投资增长了60%，预计2025年全球对清洁氢能的投 资同比增长70%。美国也是最早提出氢能战略的国家之一，在2023年，美国能源部发布《国家清洁氢能 战略和路线图》，提出了清洁氢能在推进能源转型和多领域脱碳的实施路径，最终将实现清洁氢能的商 业化部署。然而，政策连续性与市场确定性是清洁氢能发展的重要基石。受制于成本较高、技术瓶颈等 因素，氢能发展仍需技术创新以及资本、政策支持，才有可能实现快速产业化。 如今，美国清洁氢能项目却深陷"逆风局"。有分析指出，"大而美"法案叠加美国政府加征关税影响，将 严重抑制未来美国的氢能投资，大批氢能项目前景惨淡。一方面，关税将扰乱美国清洁氢能项目的材料 供应，推高太阳能和风能项目的成本，可再生能源项目减少将最终导致绿氢产能下降。另一方面，美国 在应对气候变化和推动能源绿色转型上的态度发生转变，能源转型"停摆"不仅会打击企业投资清洁氢能 的信心，也会阻碍清洁能源技术创新和产业发展。这一切都意味着，美国清洁氢能项目在经济性上越来 越不可 ...

Group 1 - Clean hydrogen plays a crucial role in achieving net-zero emissions in the Asia-Pacific region by 2050, particularly in high-carbon industries like steel, chemicals, and aviation [1][10][14] - The demand for hydrogen in the Asia-Pacific is projected to reach 67 million tons by 2030 and 235 million tons by 2050, with industrial sectors dominating the demand [1][11] - China and India are expected to account for 80% of the region's hydrogen demand, but domestic supply may not fully meet this demand, necessitating imports [1][11][14] Group 2 - The global hydrogen market is anticipated to reach $1.2 trillion by 2050, with the Asia-Pacific region accounting for 50% of this market [1][14] - Green hydrogen will be the primary supply form, expected to exceed 85% by 2030 and 95% by 2050, while blue hydrogen may play a transitional role [1][14] - The Asia-Pacific region will need to import 18 million tons of clean hydrogen and derivatives by 2030, increasing to 53 million tons by 2050, leading to a cross-border trade scale of $145 billion per year [1][14] Group 3 - An estimated $3.2 trillion investment is required in the hydrogen value chain over the next 25 years in the Asia-Pacific, with 52% allocated to renewable energy generation and transmission [2][25] - Australia is projected to be a major exporter, requiring over $300 billion in investments to meet regional demand [2][25] - Key factors for the development of hydrogen trade corridors include geopolitical stability, simplified foreign investment processes, and supply chain integration [2][28] Group 4 - The year 2025 is identified as a critical year for the development of clean hydrogen in the Asia-Pacific, with $44.5 billion in policy support already announced [2][38] - Challenges include inconsistent certification standards, balancing blue and green hydrogen pathways, and coordinating cross-border pricing [2][41] - The experience of Europe in promoting hydrogen applications through carbon pricing and subsidies may provide valuable insights for the Asia-Pacific region [2][45] Group 5 - China is emerging as a leader in clean hydrogen, with a production capacity expected to reach 120,000 tons per year by 2024 and over 30% of global hydrogen stations [3][49] - The cost advantage in China's clean hydrogen production is driven by abundant renewable energy resources and significant electrolyzer manufacturing capacity [3][50] - The establishment of hydrogen trading platforms in regions like Shanghai aims to facilitate certification, pricing, and market circulation of clean hydrogen [3][52]

Group 1 - Clean hydrogen is a crucial catalyst for decarbonizing hard-to-abate sectors like steel and industrial chemicals in the Asia-Pacific region, representing significant economic opportunities [1][6][9] - By 2030 and 2050, the Asia-Pacific region will require 67 million tons and 235 million tons of hydrogen, respectively, to meet net-zero targets, with China and India accounting for approximately 80% of this demand [1][10][12] - The market value of clean hydrogen in the Asia-Pacific region is projected to reach $600 billion by 2050, constituting half of the global market [1][14] Group 2 - The Asia-Pacific clean hydrogen value chain will require $3.2 trillion in capital investment over the next 25 years, primarily directed towards China and India, with Australia needing over $300 billion as the largest exporter [2][22] - Investment focus will be on renewable energy generation and transmission (52%) and electrolysis (over one-third) [2][22] - Governments in the region are expected to announce clean hydrogen investment plans totaling $44.5 billion by 2025, despite facing challenges such as inconsistent certification systems and cost considerations [2][34] Group 3 - The supply of green hydrogen will dominate the Asia-Pacific hydrogen supply mix, expected to account for over 85% of capacity by 2030 and over 95% by 2050 [1][14] - However, domestic production will not meet net-zero demands, necessitating imports of 18 million tons of clean hydrogen and derivatives by 2030, increasing to 53 million tons by 2050, with a cross-border trade value of $145 billion annually [1][14][20] Group 4 - Key challenges for hydrogen development include establishing economically viable pricing strategies, a common risk-sharing framework, and a credible carbon certification system [7][33] - The success of early hydrogen projects will depend on the establishment of transparent cooperation mechanisms among stakeholders to enhance investor confidence [6][7] - The Asia-Pacific region's hydrogen trade corridor is still in its infancy and requires rapid scaling to support the global decarbonization process [21][22]