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中性情形下,预计我国2030年绿氢销售市场空间达762亿元,26-30年我国年均电解槽市场空间为193亿元
中性情形下,预计我国2030年绿氢销售市场空间达762亿元,26-30年我国年均电解槽市场空间为193亿元
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所属报告:
建筑装饰行业绿色氢能&绿氨醇专题研究(一)驱动及成本篇:能源安全、政策规划、经济性拐点三重驱动重视绿氢板块投资机会-260308(17页).pdf
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绿氢产业消纳报告(2025 年)
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行业数据
2026-06-15
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图22024年我国发布绿氢项目数量及投资情况
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行业数据
2026-04-23
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图62023-2025年我国电解槽装备产能
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行业数据
2026-04-23
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图42024年我国新增绿氢产能分布
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行业数据
2026-04-23
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图32024年我国绿氢项目投资主体与项目地域分布情况
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2026-04-23
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图92024年我国企业电解槽装备出口情况
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2026-04-23
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图1我国2025年绿氢项目新增产能区域分布图
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2026-04-23
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2023-2026年我国电解槽装备产能(单位:GW/y)
fCDlubTku70gICB8IOeUteino+anveijheWkh+S6p+iDve+8iEdXL3nvvIkgfAp8LS0tLS0tLS18LS0tLS0tLS0tLS0tLS0tLS0tLS0tLS0tLXwKfCAyMDIzICAgfCAyNy4yICAgICAgICAgICAgICAgICAgICB8CnwgMjAyNCAgIHwgNDcuNyAgICAgICAgICAgICAgICAgICAgfAp8IDIwMjUgICB8IDYzLjI0ICAgICAgICAgICAgICAgICAgIHwKfCAyMDI2RSAgfCB+NzQuNiAgICAgICAgICAgICAgICAgICB8CgrotYTmlpnmnaXmupDvvJrlm77ooajmiYDnpLrmlbDmja4=
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2026-04-23
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2030年各国电解槽产能目标[GW】
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行业数据
2026-04-21
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中性情形下,预计我国2030年绿氢销售市场空间达762亿元,26-30年我国年均电解槽市场空间为193亿元
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行业数据
2026-03-18
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2024年,绿氨、绿醇、绿色航煤占绿氢消纳80%
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2026-03-18
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国内企业电解槽中标量情况(2025年)
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2026-03-10
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全球绿氢成本曲线(2050年预测)
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2026-03-10
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2023-2025年,中国能建氢电解槽集采价格持续下降,累计降幅约30%
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行业数据
2026-03-09
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国内制氢电解槽出货量和订单量(单位:GW)
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2026-03-09
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根据中石化经研院预测,2030年我国氢能需求达3810万吨。我们假设在保守/中性/乐观情形下,绿氢在其中渗透率达到15%/20%/30%。根据前文对绿氢成本预测,假设2030年绿氢制备成本下降至10元/kg(即10000元/吨)。保守/中性/乐观情形下,预计我国2030年绿氢销售市场空间达572/762/1143亿元。 根据25M1国家能源局新闻发布会,截至2025年底,我国可再生能源制氢项目累计建成产能超25万吨/年。则在保守/中性/乐观情形下,26-30年年均增加绿氢产能109/147/224万吨,假设单位绿氢产能成本为700元/kW,对应26-30年年均电解槽市场空间为143/193/293亿元。
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建筑装饰行业绿色氢能&绿氨醇专题研究(一)驱动及成本篇:能源安全、政策规划、经济性拐点三重驱动重视绿氢板块投资机会-260308(17页).pdf
2026年绿氢行业报告:能源安全、政策加码与降本拐点共振
建筑装饰行业绿色氢能&绿氨醇专题研究(一)驱动及成本篇:能源安全、政策规划、经济性拐点三重驱动重视绿氢板块投资机会-260308
中国能建
中性情形下,预计我国2030年绿氢销售市场空间达762亿元,26-30年我国年均电解槽市场空间为193亿元
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