With the "15th Five Year Plan" officially listing hydrogen energy as a future industry, a new track with trillion level potential is fully unfolded under the spotlight. This is not only another profound change in the energy structure, but also means that a new economic ecology centered on "green hydrogen" and running through the entire chain of manufacturing, transportation, and application is accelerating its construction, which is expected to become a strong engine driving China's future economic growth.

The dual wheel drive of policy and market has led to the outbreak of industries

The rapid development of the hydrogen energy industry is attributed to the synergistic efforts of top-level strategic design and strong market demand. At the policy level, the 15th Five Year Plan has clearly defined its strategic positioning as a trillion dollar track, and supporting policies are accelerating their implementation, including the soon to be announced list of demonstration cities and special financial subsidies for green hydrogen production. On the market side, the application scenarios are showing explosive growth: in the transportation sector, the number of hydrogen fuel cell commercial vehicles has surged year-on-year; In the industrial sector, there is a strong demand for green hydrogen substitution in high energy consuming industries such as steel and chemical; In the field of energy storage, the commercialization path of long-term energy storage technology is becoming increasingly clear. The industrial scale has exceeded 300 billion yuan by 2025, and it is expected to maintain a high compound growth rate of over 40% during the 15th Five Year Plan period.

Technological breakthroughs and cost reduction connect the commercialization path

The core of industrial landing lies in technological maturity and cost reduction. At present, the cost of producing green hydrogen has decreased by more than 40% compared to 2020, approaching the cost of traditional grey hydrogen, and the commercialization turning point has emerged. In the hydrogen production process, electrolysis of water technology is the most mature, with improved efficiency and high localization rate of PEM electrolysis cells, and rapid deployment of renewable energy hydrogen production projects. The hydrogen storage process presents a pattern of parallel development of high-pressure gas, liquid, and solid technology routes. Domestic hydrogen storage bottles with a capacity of 70 megapascals have been put into mass production, and large-scale liquid hydrogen storage factories are about to be put into operation. In terms of hydrogen transportation, high-pressure trailers are still the mainstream, but the construction of hydrogen pipelines is already being planned and promoted. The concept of "West East Hydrogen Transmission" and breakthroughs in liquid hydrogen transport ship technology have laid the foundation for large-scale and long-distance hydrogen transportation in the future. Keywords: macro news information, macro news website

Outline the regional and enterprise development map of the full chain layout

Faced with a trillion dollar market, over 30 cities across the country have released industrial plans with a total investment scale of over 300 billion yuan, forming distinctive regional development models: resource-based cities focus on green hydrogen production, industrial cities focus on hydrogen energy substitution, transportation hub cities build hydrogen refueling networks, and technology-based cities tackle core equipment research and development. For enterprises, opportunities run through the industry chain: equipment manufacturing companies can deepen the localization of core equipment such as electrolytic cells, hydrogen storage tanks, and fuel cells; Energy companies can establish integrated bases for wind solar hydrogen storage; Industrial enterprises can reduce carbon emissions and increase efficiency through green hydrogen substitution; Service enterprises can explore value-added space around hydrogen refueling station operation, testing and certification. Hydrogen energy is evolving from a single energy product to a core ecological engine that drives investment, promotes transformation, and builds new competitive advantages.Editor/Gao Xue