2025 China Hydrogen Energy Industry: Policy-Driven Growth & Key Investment Opportunities
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The 2025 industry enters a policy-driven acceleration phase, listed as a key future industry in the 15th Five-Year Plan [4]. Green hydrogen capacity reached 12.5万吨/year in 2024 (50%+ global share) [1], with electrolyzer costs dropping 65% to 2800 yuan/m³ [2].
15th Five-Year green hydrogen demand is projected at 240-430万吨/year [1]. Alkaline electrolyzer market CAGR hits 103% [3], driven by cost reductions.
Leading applications: transport (fuel cell heavy trucks) and industry (green ammonia/methanol carriers) [1]. Regional pattern: northern (resource leadership), eastern (demonstration), central-western (potential) [6].
Measures include Wuhu’s hydrogen subsidy (20 yuan/kg max) [8], MoT’s transport规范 [7], and 11央企中试 platforms [8].
Opportunities: electrolyzers, green hydrogen production, infrastructure. Risks: storage/transport bottlenecks, cost competitiveness [5].
Insights are generated using AI models and historical data for informational purposes only. They do not constitute investment advice or recommendations. Past performance is not indicative of future results.