The hydrogen industry's 2023 outlook: a critical year, looking forward to a breakthrough.
Release time:
2022-12-10 11:24
Looking back at the hydrogen energy policy in 2022, from the central to local policies continue to overlap, the policy framework continues to improve, the system is becoming richer. The current policy framework can be roughly divided into three dimensions: the central industry top-level design, the ongoing subsidy policy for fuel cell demonstration applications, and the local hydrogen industry policy planning.
Top-level design makes hydrogen energy development path more clear
The National Development and Reform Commission issued the "Medium and Long-term Plan for the Development of the Hydrogen Energy Industry (2021-2035)" (referred to as the "Industry Medium and Long-term Plan") on March 23, 2022, which reflects the policy's positioning for the future development of the hydrogen energy industry and also clarifies the policy encouragement The application scenarios and fields outline the medium and long-term blueprint of hydrogen energy will help strengthen investors' confidence in the development of the hydrogen energy industry and boost the long-term.
The medium-and long-term planning of the industry has three main core points for investment, including hydrogen energy positioning, future development goals and application direction.
In the industrial positioning, hydrogen energy is formally identified as an energy source and is an important part of the energy system. In addition, the related links of the hydrogen energy industry chain are also included in the category of national strategic emerging industries.
The relevant quantitative development targets mainly correspond to the 2025 target. One target is to have 50000 hydrogen vehicles and the other target is to produce 10-200000 tons of hydrogen from renewable energy.
For the future application direction, the policy plans four major areas including transportation, energy storage, distributed energy and carbon reduction in the industrial sector.
In the field of transportation, the policy mentions the advantages of fuel cell vehicles in commercial vehicles, and also proposes that hydrogen vehicles are complementary to lithium cars. In the field of energy storage, the advantages of hydrogen energy storage are mainly in long-term and large-scale scenarios. The application of distributed energy can be seen as the expansion of energy storage, mainly using the flexible conversion of hydrogen energy between different energy sources.
The carbon reduction of hydrogen energy in the industrial field is mainly to replace traditional fossil energy as fuel or chemical raw materials. It is expected that it will be generally promoted in the "carbon neutral" stage.
Related News
苏公网安备32010402001819