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]

中国在清洁氢能发展中表现突出，截至2024年底，清洁氢能生产规模居全球首位，拥有全球60%的电解槽制造能力，政策支持和成本优势推动其产能快速增 长，已累计签约等可再生能源制氢项目超700个，未来产能有望达每年800万吨以上，还在探索构建氢能交易体系。 为推动亚太氢能市场发展，氢能生态系统各参与者需采取行动，政府应统一认证框架、简化跨境贸易要求等；供应商要商定联合开发原则、降低成本；承购 商需制定风险分担机制；服务提供商应提供鉴证和监测服务，推动价格发现。只有各方携手合作，才能抓住清洁氢能经济发展机遇，迈向更清洁、可持续的 未来。 清洁氢能对亚太各经济体实现净零排放目标意义重大，它不仅是钢铁、工业化学等难以减排行业脱碳的"催化剂"，还代表着全新的经济机遇。然而，当前亚 太氢能市场发展面临诸多挑战，2025年成为该产业发展的关键一年。 从氢能需求来看，亚太地区要在2050年前实现净零排放，清洁氢能的推广应用至关重要。预计到2030年和2050年，各行业分别需要6700万吨和2.35亿吨氢能 来实现净零目标。其中，中国和印度预计将主导亚太地区的氢能需求，占比约80%，但两国仍需进口补充；韩国和日本需求主要依赖进口。 ...