交通领域是当前核心需求场景，2024年占比达46%。燃料电池电动汽车在公交、长途卡车、物料搬运等 高频场景快速渗透，美国已投用超5万台燃料电池叉车，2022~2024年重型卡车试点活跃度提升120%。 固定电源领域以40%的占比紧随其后，数据中心、医院、工业设施对韧性低碳离网电源的需求激增。技 术层面，质子交换膜燃料电池凭借高功率密度、快速启动等优势占据52%市场份额(约18.9亿美元)，成 为交通领域主流技术路线。当前占技术市场24%的固体氧化物燃料电池(SOFC)，因高效热电联供特性， 被预测为未来十年工业清洁供热与基荷电源的标准配置。 报告指出，尽管行业仍面临初始基建成本高、氢能供给不足等挑战，但技术创新正加速突破瓶颈。分析 师预测2030年绿氢成本将下降40%~60%，大幅提升燃料电池系统的经济性。在政策与产业协同推动 下，氢燃料电池正逐步成为全球能源结构的常态化组成部分。 (图建平) 中化新网讯 近日，美国DataM Intelligence智库发布报告显示，2024年，全球氢燃料电池市场规模达36.4 亿美元，预计2030年将增至59亿美元，2024~2031年复合年增长率将达8.3%。这一增长态 ...

Core Insights - The global hydrogen fuel cell market is projected to reach $3.64 billion in 2024 and grow to $5.9 billion by 2030, with a compound annual growth rate (CAGR) of 8.3% from 2024 to 2031, driven by technological advancements, government subsidies, infrastructure development, and decarbonization mandates [1] Market Dynamics - Strategic investments from major economies are crucial for market expansion, with over $200 billion committed to national hydrogen strategies by the US, Japan, EU, and China, focusing on fuel cell deployment and infrastructure [1] - The US is expected to be the largest market for fuel cells in 2024, holding a 36% market share, primarily supported by $8 billion allocated under the Infrastructure Investment and Jobs Act for regional hydrogen production and distribution centers, with projections indicating a market size exceeding $2.3 billion by 2030 [1] - Japan, as a mature market, is anticipated to contribute 11% of global revenue in 2024, having deployed over 430,000 home fuel cells and established 165 hydrogen stations, achieving the highest per capita hydrogen station density globally [1] Application Segments - The transportation sector is the core demand area, expected to account for 46% of the market in 2024, with rapid penetration of fuel cell electric vehicles in public transport, long-haul trucks, and material handling [2] - The fixed power sector follows closely with a 40% share, driven by increasing demand for resilient low-carbon off-grid power sources in data centers, hospitals, and industrial facilities [2] Technological Trends - Proton exchange membrane fuel cells dominate the market with a 52% share (approximately $1.89 billion), recognized as the mainstream technology in the transportation sector due to their high power density and quick start capabilities [2] - Solid oxide fuel cells (SOFC), currently holding 24% of the technology market, are predicted to become standard configurations for industrial clean heating and baseload power generation over the next decade due to their efficient combined heat and power characteristics [2] Future Outlook - Despite challenges such as high initial infrastructure costs and insufficient hydrogen supply, technological innovations are expected to accelerate breakthroughs, with analysts predicting a 40% to 60% reduction in green hydrogen costs by 2030, significantly enhancing the economic viability of fuel cell systems [2] - Under the collaborative push of policies and industry, hydrogen fuel cells are gradually becoming a normalized component of the global energy structure [2]

Core Viewpoint - The National Energy Administration has released a plan for the development and revision of industry standards in the energy sector for 2025, which includes a total of 801 new standards, 402 revised standards, and 64 foreign language translation projects [1][2]. Summary by Relevant Sections Standard Development Plans - The plan includes various standards such as: 1. Guidelines for the planning and design of green hydrogen and methanol systems from wind, solar, and biomass sources, with completion expected by 2027 [2]. 2. Technical specifications for sealing technology of hydrogen pressure equipment, also to be completed by 2027 [3]. 3. Regulations for the design and cost estimation of renewable energy power hydrogen production projects, applicable to projects primarily using wind and solar energy [4]. Technical Content and Scope - The standards cover a wide range of technical content, including: - General principles, terminology, resource endowment, demand forecasting, system capacity optimization, operational control system design, construction plans, effect evaluation, investment estimation, financial evaluation, and environmental and social impact assessments [2][3][4]. - Specific requirements for sealing materials used in hydrogen environments, applicable to various hydrogen production, storage, and transportation equipment [3]. Safety and Performance Testing - Safety regulations for hydrogen pipelines and performance testing methods for solid oxide fuel cells and electrolyzers are also included, with completion dates set for 2027 [13][10][12]. - The standards will ensure safety in the design, materials, construction, operation, and evaluation of hydrogen pipelines [13]. Industry Collaboration and Innovation - The standards involve collaboration among various organizations, including universities and research institutes, to ensure comprehensive development and implementation [2][3][4].

Group 1 - The National Energy Administration has released a notice regarding the solicitation of opinions for the 2025 energy sector project standardization plan, which includes 14 hydrogen energy standard projects, all to be completed by 2027 [1][2] - The total number of proposed projects amounts to over 1200, including 801 industry standard formulation plans, 403 standard revision plans, and 64 foreign language translation plans [1] - The notice aims to enhance the planning and guidance of energy industry standardization work, inviting relevant units and individuals to provide feedback on the necessity and feasibility of the standard formulation and revision plans [1] Group 2 - The 14 hydrogen energy-related standards include guidelines for the planning and design of green hydrogen ammonia methanol systems, technical specifications for sealing of hydrogen pressure equipment, and cost standards for renewable energy power-to-hydrogen engineering [2] - Other standards cover post-evaluation procedures for renewable energy power-to-hydrogen projects, carbon footprint accounting technical specifications, and safety technical guidelines for fixed fuel cell power generation systems [2] - Additional standards focus on testing methods for proton exchange membrane fuel cell gas diffusion layers, performance testing methods for solid oxide fuel cells, and safety regulations for hydrogen pipelines [2]

Core Viewpoint - The article discusses the upcoming standards in the hydrogen energy and fuel cell industry, focusing on the establishment of 14 new standards and one revision related to hydrogen production, storage, and fuel cell applications, with completion expected by 2027 [3][6]. Group 1: Hydrogen Production and Engineering - The "Guidelines for Planning and Design of Green Hydrogen and Ammonia Systems" aim to integrate green hydrogen with ammonia and alcohol synthesis, expanding its application in the chemical industry [6]. - Standards covering the entire lifecycle of hydrogen production projects include regulations for design estimation, post-evaluation, completion documentation, and carbon footprint accounting [6][7]. Group 2: Hydrogen Storage and Safety - Standards such as "Sealing Technology Specifications for Hydrogen Pressure Equipment" and "Safety Regulations for Hydrogen Transmission Pipelines" outline requirements for sealing, materials, and testing for hydrogen storage equipment and pipelines [7][8]. Group 3: Fuel Cell Core Technologies - Plans include the development of five standards related to Solid Oxide Fuel Cells (SOFC), covering performance testing, system safety, module design, and reversible systems, which will facilitate the commercialization of SOFC in distributed generation and energy storage [9]. - One standard for Proton Exchange Membrane Fuel Cells (PEMFC) will focus on testing battery materials, optimizing performance through assessments of gas diffusion layer porosity and permeability [9].

Domestic Market Overview - The domestic market experienced a V-shaped reversal with a slight increase on July 1, with the Shanghai Composite Index closing at 3457.75 points, up 0.39% [1][4] - The Shenzhen Component Index closed at 10476.29 points, up 0.11%, while the ChiNext Index fell by 0.24% [1][4] - A total of 14965 billion yuan was traded in the A-share market, showing a slight decrease compared to the previous day [1][4] - Among the 30 CITIC first-level industries, 18 sectors saw an increase, with pharmaceuticals, non-ferrous metals, and banking leading the gains, while comprehensive finance, computers, and retail saw significant declines [1][4] Overseas Market Overview - The US stock market saw a general increase on July 1, with the Dow Jones Industrial Average rising by 0.91% [2][4] - The S&P 500 index fell by 0.11%, and the Nasdaq Composite dropped by 0.82% [2][4] - Chinese concept stocks showed mixed results, with the Nasdaq Golden Dragon China Index up 0.2% and the Wande Chinese Technology Leaders Index up 0.27% [2][4] Key News Highlights - The Central Economic Committee held its sixth meeting, focusing on advancing the construction of a unified national market and high-quality development of the marine economy [10][11] - The National Healthcare Security Administration and the National Health Commission issued measures to support the high-quality development of innovative drugs [14] - A series of national standards were implemented starting July 1, covering various sectors including proton exchange membrane fuel cells and electric vehicle battery replacement stations [16] - SEMI projected a shortage of approximately 1 million skilled workers in the global semiconductor industry by 2030 [17]

Group 1 - The implementation of several important national standards related to proton exchange membrane fuel cells, electric vehicle battery replacement stations, furniture safety, and disposable sanitary products began on July 1 [1] - The national standards for proton exchange membrane fuel cells include testing methods for membrane electrodes and carbon paper characteristics [1] - The general technical requirements for electric vehicle battery replacement stations cover overall requirements, classification, site selection, power supply systems, and safety measures [1] Group 2 - New national standards for electric construction machinery include testing methods for pure electric hydraulic excavators, non-road wide-body dump trucks, tire-type loaders, and non-road mining dump trucks [2] - The mandatory national standard for furniture structure safety specifies general safety requirements and limits for harmful substances in furniture [2] - The mandatory national standard for disposable sanitary products outlines hygiene requirements for materials, production processes, and packaging [2] Group 3 - The national standard for copiers and multifunctional devices sets energy consumption technical requirements and testing methods for A3 and smaller devices [3] - The environmental protection requirements for fax machines and multifunctional fax machines include technical specifications and testing methods [3] - The mandatory national standard for port operations concerning solid bulk hazardous materials outlines safety requirements for loading, unloading, and storage operations [3] Group 4 - The national standard for logistics information service providers specifies data exchange requirements and frameworks for logistics data during transportation processes [4] - The standards for digital fitting systems define terms and methods for virtual human attributes and performance evaluation [4]

Group 1 - A set of national standards related to various industries, including furniture and electric vehicles, will be implemented starting July 1 [1] - The new standards include regulations for proton exchange membrane fuel cells and electric vehicle battery replacement stations [1]