前三季度我国氢能产业总投资287亿元 同比增长108%In the first three quarters, China's total investment in the hydrogen energy industry was 28.7 billion yuan, a year-on-year increase of 108%.

According to IT Home, citing CCTV News on November 5, China's hydrogen energy industry has developed rapidly this year, with investment in the hydrogen energy industry doubling in the first three quarters. Data show that in the first three quarters of this year, China's total investment in the hydrogen energy industry reached 28.7 billion yuan, a year-on-year increase of 108%, achieving a doubling. More than 10 new renewable energy hydrogen production projects have been started, adding a newly commissioned production capacity of 100,000 tons. So far, China's renewable energy hydrogen production projects have a cumulative annual production capacity of over 350,000 tons, accounting for more than 50% of global capacity, with projects under construction having an annual capacity of more than 1.2 million tons, ranking at a global leading level. In terms of regional distribution, the North China region has the highest completed capacity, accounting for 45% of the national total; followed by the Northeast region, accounting for 36% of the national total; and third is the Northwest region, accounting for 15% of the national total. Together, these three regions account for 96% of the country's completed capacity. In terms of project scale, the scale of single projects for renewable energy hydrogen production in China has rapidly increased, with projects of over 10,000 tons accounting for nearly half.

From the perspective of data relationships, the doubling of investment occurs simultaneously with the expansion of capacity under construction. The annual capacity under construction exceeding 1.2 million tons, which is more than three times the already established capacity, means that the supply capacity of renewable energy hydrogen production will continue to rise rapidly in the near future, and the application scope of green hydrogen in chemical, metallurgical, and transportation fields will expand accordingly.

The concentration of capacity in North China, Northeast China, and Northwest China is related to the wind and solar resource conditions, land costs, and traditional industrial hydrogen demand in these three regions. Although the Northwest region has the richest wind and solar resources, the proportion of completed capacity is lower than that of North China and Northeast China, reflecting that there are still constraints in consumption and transportation between resource conditions and project implementation.

From a global comparison, China's completed renewable energy hydrogen production capacity accounts for more than 50% of the global total, and the capacity under construction is also among the largest. The supporting capabilities of equipment manufacturing and engineering construction are important factors for forming this scale advantage, and the localization progress of core equipment such as electrolyzers directly affects the investment intensity of subsequent projects.

[Source: Compiled from CCTV News, IT Home]

[Editor: Xiao Neng]