"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 月报订阅： 《中国氢能及燃料电池产业月度分析报告》 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（8月27-28日，江苏·无锡） 点此报名 添加文末微信，加 绿氢 群 2025上半年，国内电解水制氢设备供需市场呈现以下四大特点： 1-6月，国内电解水制氢设备招标规模达2467.93MW，中标量已超去年全年水平，制氢设备 需求释放提速。 除公开招采、邀标/议标形式外，H1直接签约类订单频繁发布，但部分未明确披露交付规模 及时间。 制氢设备市场竞争格局激烈变化，上半年市场集中度有所增长。 上半年订单中，电解水制氢设备使用场景以氢氨醇一体化项目为主，占比约67%。 01 我国绿氢年产能达11.52万吨，上半年多个"标杆"项目投产有望提供可复制模式 势银（TrendBnak）绿氢数据库显示， 截至2025年6月底，我国绿氢项目数量合计865个，公开披露 绿氢潜在产能达1106.16万吨/年，其中建成产能为11.52万吨/年。 上半年，国内绿氢项目进程明显 ...

Core Viewpoint - The article highlights the recent developments in the hydrogen energy sector, particularly focusing on the procurement of hydrogen production equipment for a solar power project in Hubei Province, China [2][6]. Group 1: Project Overview - The Hubei Province Xiangyang City Zhongdian Construction Zhaoyang 200MW solar power project includes a hydrogen production equipment procurement project, with the first candidate being SANY Hydrogen Energy Co., Ltd. with a bid of 19.0269 million RMB [2][5]. - The project aims to integrate a 200MW solar power generation system with a 4200Nm³/h water electrolysis hydrogen production system, utilizing advanced hydrogen production technologies [6][7]. Group 2: Equipment and Specifications - The project is divided into two packages: Package 1 includes 1000Nm³/h alkaline and 200Nm³/h PEM mixed tank equipment, while Package 2 consists of three 1000Nm³/h conventional alkaline tank systems [7]. - The hydrogen production will utilize off-peak electricity for water electrolysis, with produced hydrogen being transported via pipelines to local industrial users [6][7]. Group 3: Company Information - TrendBank is identified as a leading industry research and data company in China, providing data, research, consulting, and conference services to support business development and decision-making [14].

Core Viewpoint - The Sichuan Provincial Government has issued an implementation plan for the development of emerging industries and the cultivation of future industries from 2025 to 2027, focusing on the integrated development of hydrogen energy production, storage, and utilization [1] Group 1: Hydrogen Energy Development - Sichuan will leverage its advantages in renewable energy and equipment manufacturing to promote the integrated development of hydrogen energy [1] - The plan includes the development of complete sets of equipment for water electrolysis hydrogen production, photolysis hydrogen production, and industrial by-product hydrogen [1] - There is an encouragement for increased R&D investment to reduce hydrogen production costs [1] Group 2: Storage and Transportation Equipment - The initiative involves the research and development of solid-state, cryogenic high-pressure, and organic liquid storage and transportation equipment [1] - The goal is to establish a highly reliable and low-cost storage and transportation system for hydrogen [1] Group 3: Commercialization and Product Development - The plan aims to promote the R&D of hydrogen fuel cells, hydrogen-powered heavy trucks, and hydrogen rail transit products [1] - There is an emphasis on accelerating the commercialization process of these hydrogen energy applications [1]

Core Viewpoint - The hydrogen energy industry is at a critical juncture in 2025, requiring continued government support and the establishment of industry standards to facilitate growth and development [7]. Group 1: Industry Dynamics - The hydrogen production through electrolysis is experiencing significant investment, with a national venture capital fund expected to attract nearly 1 trillion yuan in social capital, focusing on cutting-edge fields including hydrogen energy [5]. - Australia has announced a funding plan of 750 million AUD (approximately 474 million USD) to support green mining and processing technologies, particularly hydrogen-based iron reduction technology [6]. - The number of domestic green hydrogen projects has reached 788, with a more than 58-fold increase in the scale of electrolysis equipment bids in Q1 2025 compared to the same period last year [8]. Group 2: Project and Market Updates - The hydrogen energy industry is seeing a rise in project dynamics, with 125 updates recorded in Q1 2025, indicating a significant increase in project initiation and bidding activities [8]. - The total scale of publicly bid electrolysis equipment in Q1 2025 reached 482.83 MW, reflecting a substantial increase in project demand [9]. - The fuel cell installation capacity in Q1 2025 was 47.6 MW, with Oriental Hydrogen leading the market with a 30.5% share [11][12].

"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 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 添加文末微信，加 绿氢 群 燃料电池车（FCV）作为氢能应用的核心场景之一，近年来备受关注。尽管政策支持和技术进步为其 发展奠定了基础，但市场爆发仍需突破氢源价格、经济性及基础设施三大瓶颈。 市场现状与瓶颈：潜力巨大但短期承压 01 市场增速波动，政策驱动为主 2025年作为"十四五"补贴收官年，企业战略相对保守，对延续政策持观望态度，燃料电池车销量预计 全年不超过7000辆，较往年将有所下滑。2025年一季度仅上牌1145辆，且其中480辆为2024年底成都揭 榜挂帅项目，今年目前实际产销不到700辆，暴露出经济性不足、基础设施滞后等问题。目前，中国 FCV保有量约2.8万辆，但商用车占主导（如公交车、物流车），乘用车推广缓慢。 02 核心瓶颈尚未突破 突破路径：三大关键问题的解决方向 01 氢源价格下降：绿氢规模化与成本优化 多地负电价现象为电解水制氢提供成本优化窗口。例如，德国通过可再生能源过剩电力制氢已实现部 分绿氢平价。中国若推 ...