The top-level design is about to emerge, and the hydrogen energy industry has entered a golden development period

Under the guidance of the "dual carbon" goal, the development of China's hydrogen energy industry is entering the fast lane
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Experts said that the top-level design for the development of the hydrogen energy industry at the national level will be released
.
China Hydrogen Energy Alliance predicts that by 2025, the output value of China's hydrogen energy industry will reach 1 trillion yuan; by 2050, hydrogen energy will account for more than 10% of China's terminal energy system, and the annual output value of the industrial chain will reach 12 trillion yuan.

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Strengthening top-level design is the top priority

In order to achieve the goal of carbon neutralization, hydrogen energy, as a clean and low-carbon energy source, is strongly supported by national policies
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The "Opinions of the Central Committee of the Communist Party of China and the State Council on Deepening the Battle of Pollution Prevention and Control" recently released clearly stated that the implementation of the clean diesel vehicle (machine) action will basically eliminate the national three and below emission standard vehicles, and promote the demonstration application of hydrogen fuel cell vehicles.
Promoting clean energy vehicles
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The High Technology Department of the National Development and Reform Commission has organized a series of symposiums to analyze and judge the industrial development situation around the entire industrial chain of hydrogen energy preparation, storage, transportation, filling and terminal utilization, and to deeply discuss the rational layout of the hydrogen energy industry and the orderly promotion of diversification.
Demonstration applications, building a clean and low-carbon supply system, formulating and improving basic industry standards
, etc.
Relevant parties unanimously stated that the healthy and orderly development of the hydrogen energy industry is of great significance to the green and low-carbon transformation of China's energy and the realization of the goal of carbon neutralization.
development
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Since 2020, China has introduced a series of policies related to hydrogen energy, which further improves the policy framework for the development of China's hydrogen energy industry
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At present, China's hydrogen energy industry presents three major characteristics: first, policy incentives and guidance have accelerated the process of hydrogen energy industrialization, and the hydrogen energy industry chain has been rapidly formed and continuously expanded; The promotion of mature technologies such as providing fuel for vehicles and providing power for power plants; third, the application and promotion in the market have been gradually recognized by customers, and the process of marketization and branding has begun
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The industrialization and large-scale development of hydrogen energy is an important topic in the top-level design of the national energy industrialization
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Through technological innovation, reducing the cost of key components of hydrogen fuel cell vehicles, solving high-pressure hydrogen storage technology, greatly reducing the cost of hydrogen energy, and improving the energy efficiency of hydrogen storage are the core issues that cannot be avoided in the current top-level design of China's hydrogen energy industrialization
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Many places vigorously support the development of hydrogen energy industry

A number of relevant policies have been introduced to encourage the development of the hydrogen energy industry to accelerate the layout of the hydrogen energy industry
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According to incomplete statistics, Beijing, Hebei, Sichuan, Shandong, Inner Mongolia and other places have issued special hydrogen energy industry development policies; Guangdong, Chongqing, Zhejiang, Henan and other places have issued special policies in the field of hydrogen fuel vehicles; there are many more The region incorporates hydrogen energy-related development plans into the province's "14th Five-Year Plan" for the new energy vehicle industry
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Beijing has made it clear that by 2023, it will cultivate 5 to 8 leading enterprises in the hydrogen energy industry chain with international influence, and the Beijing-Tianjin-Hebei region will achieve a cumulative industrial scale of over 50 billion yuan and reduce carbon emissions by 1 million tons
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Before 2025, the industrial system and supporting infrastructure will be relatively complete, 10 to 15 leading enterprises in the industrial chain with international influence will be cultivated, 3 to 4 world-class industrial R&D and innovation platforms will be built, and the Beijing-Tianjin-Hebei region will achieve a cumulative hydrogen energy industry.
The scale of the chain industry is more than 100 billion yuan
.

Shanghai Lingang New Area proposed that by 2025, the application of 1,500 hydrogen fuel cell vehicles will be completed; 14 hydrogen refueling stations of various types will be built; the annual hydrogen supply will not be less than 14,000 tons; 30% of the total; promote the demonstration application of hydrogen energy distributed energy and combined heat, power and cooling system technology in the construction field and industrial parks
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Application scenarios are expected to expand rapidly

With the support of national policies, the hydrogen energy industry will enter a golden period of development
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After the industrialization is realized in the future, with the continuous reduction of costs, the application scenarios of hydrogen energy will expand rapidly and gradually penetrate into various fields of enterprise production and residents' life
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Due to the drive and guidance of policies, China's hydrogen energy has gradually established a relatively complete industrial chain with key links such as production, storage, transportation and utilization, and initially has the basis for large-scale development.
However, the hydrogen energy industry still faces the dependence of core technologies and key components.
Insufficient import and industrial supporting capacity,
etc.
Therefore, it is necessary to clarify the hydrogen energy management system and mechanism, change the situation of "nine dragons for water control", and multi-point constraints, strengthen the industrial chain to supplement and strengthen the chain from the level of strategy, top-level design and the rule of law, continue to increase investment in research and development, deepen core technologies, and adhere to independence.
Innovation, and at the same time help domestic industries to grow and develop through capital operation
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Under the guidance of policy, the development prospect of hydrogen energy is promising
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From the perspective of hydrogen production, the development prospects of industrial by-product hydrogen production, blue hydrogen and green hydrogen in gray hydrogen are optimistic
.
From the perspective of the downstream fuel vehicle industry, the development space of hydrogen energy vehicles is broad
.