Development Status of Hydrogen Energy in China

Hydrogen energy can be divided into gray hydrogen, blue hydrogen and green hydrogen.

Hydrogen energy is a kind of secondary energy, and its main preparation methods include coal hydrogen production, natural gas hydrogen production, methanol hydrogen production, industrial by-product hydrogen production, refinery gas hydrogen production, coke oven gas hydrogen production and so on. Hydrogen energy can be divided into "grey hydrogen", "blue hydrogen" and "green hydrogen" according to its source. Gray hydrogen comes from fossil fuels, which has low cost but large carbon emissions. Blue hydrogen is also derived from fossil fuels, but the carbon emission is small by adopting advanced technologies such as carbon capture, utilization and storage (CCUS). Green hydrogen is hydrogen prepared from renewable energy (solar energy, wind energy, etc.). ). There is no carbon emission in the preparation process, but the cost is high.

China's hydrogen production reached 33.42 million tons.

According to the data of China Coal Industry Association, China's hydrogen production increased gradually from 20 17 to 202 1 year, and the hydrogen production in 202 1 year was about 33.42 million tons, an increase of 33.68% compared with 2020.

After 2030, the demand for hydrogen energy in China will surge.

According to the forecast of China Hydrogen Energy Alliance, the demand for hydrogen energy in China will continue to increase after 2020, especially after 2030, so as to achieve the goal of "carbon neutrality and peak carbon dioxide emission". By 2060, the annual demand for hydrogen energy in China will exceed 654.38+300 million tons.

The number of hydrogen refueling stations exceeds 270.

Fuel cell vehicle is one of the main application fields of hydrogen energy, and hydrogen refueling station is an important infrastructure to provide hydrogen for hydrogen energy vehicles. With the growth of China's new energy automobile industry scale and the increasing demand for hydrogen refueling stations, the number of hydrogen refueling stations in China has also increased year by year. By June 2022, there will be more than 270 hydrogen refueling stations in China, which is 10 times more than that in 20 18 years.

Interpretation of industry policy

China's hydrogen energy industry is in the early stage of development, and there is still a long way to go to reach the mature stage of the industry. In March, 2022, the National Development and Reform Commission and the National Energy Administration issued the Medium-and Long-Term Plan for the Development of Hydrogen Energy Industry (202 1-2035), proposing that by 2025, hydrogen production from renewable energy will reach1-200,000 tons/year, a relatively perfect innovation system will be formed by 2035, and a diversified application ecology will be formed by 2035.

To sum up, hydrogen energy can be divided into "grey hydrogen", "blue hydrogen" and "green hydrogen" according to the source of production. By the end of 20021,China's hydrogen energy output exceeded 33 million tons. From the demand side, China's hydrogen energy demand will continue to grow in the future, and it is estimated that the annual demand will exceed 65.438+0.3 billion tons by 2060. From the downstream application, there are more than 270 hydrogen refueling stations in China. According to the Medium and Long-term Plan for the Development of Hydrogen Energy Industry (202 1-2035) and other plans, China's hydrogen energy industry will be gradually improved in the future.

For more research and analysis on this industry, please refer to the Foresight Industry Research Institute's Analysis Report on Development Prospect Forecast and Investment Strategic Planning of China Hydrogen Energy Industry.