引领绿氢时代：全球格局演进与中国市场新纪元-睿咨得能源.pdf

1、崔艺睿咨得能源(Rystad Energy)中国区氢能市场首席分析师Y引领绿氢时代：全球格局演进与中国市场新纪元November 20250102中国供应链的“颠覆性”力量：电解槽产能扩张与技术路线多元化突破03迈向全球氢贸易：未来市场格局展望与价格临界点预测Overview地缘棋局与政策共振：全球清洁氢项目的演进路径November 2025Clean hydrogen projects status change in 2024-2025Million tonnes清洁氢能领域正换挡提速，迈向项目落地新阶段Rystad Energy Hydrogen&Derivatives Solutio

2、n00.30.60.91.21.51.81Q 20242Q 20243Q 20244Q 20241Q 20252Q 20253Q 2025OperationalFID&constructionsApplicationsSuspended/CancelledNovember 2025Million tpa of hydrogenShare of hydrogen capacity announcement 2Q 20251%62%6%20%11%AfricaAsiaEuropeMiddle EastNorth AmericaOceaniaSouth America2.4 Mtpa Rystad

3、Energy Hydrogen&Derivatives Solution2025年前三季度全球清洁氢项目产能变化趋势November 2025Major project advancements in 3Q25Thousand tonnes of hydrogen020406080100120140160180200ACWA Power green ammoniaNiagara Hydrogen CentreJSW Vijayanagar pilot projectShanghai Electric Taonan Green Methanol ProjectCartagena Refineri

4、aUpHy LargeELYgatorShuangyashan Economic&Tech Development ZoneCHN Energy hydrogen ammonia low-carbon parkHygenco Green Ammonia GopalpurLongi Urad Houqi Solar-wind Hydrogen ProjectEnvision Chifeng Hydrogen and Ammonia ProjectJilin Daan Hydrogen ProductionTaziz Chemicals grey ammonia plantDonaldsonvil

5、le Blue AmmoniaFIDUnder constructionOperational中国市场加速：2025年第三季度全球氢能项目进展焦点Rystad Energy Hydrogen&Derivatives SolutionNovember 2025Source:Rystad Energy Hydrogen Solution,data as of Dec 2024Clean hydrogen capacity under construction or has reached FIDMillion tonnes0.00.51.01.52.02.53.0AsiaNorthAmericaM

6、iddleEastEuropeOceaniaSouthAmericaAfricaMethane pyrolysisRenewableAbated fossil fuel reformer41%58%1%73%24%3%With AsiaWithout AsiaWithout Asia,blue hydrogen dominatesChemical&PetrochemicalRefineryTransportPower and utilitiesIron&steelOthersShare of binding offtake of clean hydrogen&derivatives proje