2024氢与燃料电池发电应用产业白皮书

2023氢与燃料电池发电产业白皮书 作 者 修伟明 Partner & Co-founder, M2 Consulting 王淼 Consulting Director M2 Consulting 㲹⢑㘚㾜㑋己䓌㾕ゑ㯹⤥䐈⧷⭆㸜ᷛ 䐱㋧㧔⹩䐨⿼㚽䊕㋧ゝ᷉ⴑ㩞᷊䇱㻿⹌㯟 䎄ᄒⷀ⧪㔭㚽㋧ゝ䇱㻿⹌㯟 䎄ᄒ⺛㤃㚽䊕㋧ゝⳃ䍚䇱㻿⹌㯟 㲹䮬㤃㚽ネ⥃᷉⡄Ⰹ᷊䇱㻿⹌㯟 毋佁凡 Senior Analyst M2 Consulting 任毅 Senior Analyst M2 Consulting 孔遥 Senior Analyst M2 Consulting 2023氢与燃料电池发电产业白皮书 㚠㔝 ⭻1䍣䍋䄋 ......................................................................... 11.1. ➸㠅㭊ビᆑ ....................................................................................... 1 1.2. ⹹ポⳃ㻷ⶦ䄋 ................................................................................... 1 1.3. 䁱(一)ⳗ㸈 ........................................................................................... 2 1.3.1. 䓉䇱㘜⪫ᇲ㬮...................................................................................... 2 1.3.2. 䁱(一)ⳗ㸈ᆅⰉ...................................................................................... 4 1.3.3. 䁱(一)Ⳟⳉᆑ㩽...................................................................................... 4 ⭻2䍣㤃䈌㦝㑰⮈⧹⥛䄖ⶦ㭗 ............................................. 52.1. ⺛カ⥛䄖ⶦ㭗 ................................................................................ 5 2.1.1. 㗡⺛㤃㚽⥛䄖⿘(사)ⶦ㭗 ....................................................................... 6 2.1.2. 㝘䐿㤃㚽⥛䄖⿘(사)ⶦ㭗 ....................................................................... 7 2.1.3. 㦶⡟㤃㚽⥛䄖⿘(사)ⶦ㭗 ..................................................................... 10 2.2. ⺛㚻⥛䄖ⶦ㭗 .............................................................................. 11 2.2.1. ⺛㚻㤃㚽⥛䄖⿘(사)ⶦ㭗 ..................................................................... 11 2.2.2. ⺛㚻㤃䈌㤃㦝㑰⮈⧹⥛䄖㵗㦻䓫㬣ミ㭂㏎........................................ 18 a)2023㛋㵗㦻䓫㬣ミ㭂㏎ ....................................................................... 18 b)㤃㦝㑰⮈⧹㦻䓫㡔䄖ビᆑ ..................................................................... 18 2.3. 㤃㦝㑰⮈⧹䊎㏎ビᆑ ................................................................... 20 2.4. 㤃㦝㑰⮈⧹⭥ⳃ䍚䁾⢅ ............................................................... 20 2.5. 㤃㦝㑰⮈⧹ゝ㭖㔘㼀 ................................................................... 21 2.6. 㤃㦝㑰⮈⧹㬱⧂䑘䄋䇇䇤⧂(라) .................................................... 25 2.6.1. 㤃㦝㑰⮈⧹ᅮ㵉䊬㭅㬱⧂ⶦ㌗ .......................................................... 27 2.6.2. 㤃㦝㑰⮈⧹⹭Ⰹ⮈䊕㬱⧂ⶦ㌗ .......................................................... 30 a)⢎㣑䇇䇤 .............................................................................................. 32 b)⢎水䇇䇤 .............................................................................................. 33 2023氢与燃料电池发电产业白皮书 ⭻3䍣 㤃䈌㦝㑰⮈⧹⥛䄖㪛㲍㭂㏎ .................................... 363.1. 㤃㚽㾱䄖⥛䄖㪛㲍 ....................................................................... 36 3.1.1. ⥛䄖㑕⳷㹗 ....................................................................................... 36 3.1.2. ⮅㾮㡔䄖 ........................................................................................... 36 a)㩰䇯ᷛ㤃㡙䐧⡙ ................................................................................... 36 b)䐱䇯ᷛ㤃㡙⪃䊬 ................................................................................... 38 c)㻣䇯ᷛ㤃㡙ゴ䓃䈌㾱䄖䇇䇤 ................................................................. 39 d)㤃㚽ネ⥃ .............................................................................................. 40 3.2. 㤃㦝㑰⮈⧹⥛䄖㪛㲍 ................................................................... 41 3.2.1. ⥛䄖㑕⳷㹗 ....................................................................................... 41 3.2.2. ⮅㾮㡔䄖 ........................................................................................... 41 a)㩰䇯㦝㑰⮈⧹⤠ミ䐧䋍 ........................................................................ 41 b)䐱䇯㦝㑰⮈⧹㻖㵔䐧䋍 ........................................................................ 42 ⭻4䍣㤃㦝㑰⮈⧹ⳃ⮈䇇䇤䈌➙㏞ .................................... 464.1. ⹅䄖䊑㤙᷉鼻⹅ⶒ⥛㤃ⳃ⮈᷊ .................................................... 46 4.1.1. ➙㏞ᷛ䇋⪕㧞䎘㔩ハ鼻⹅ⶒ⥛㤃㤃㚽⮈䍟........................................ 46 4.2. ⹅䄖䊑㤙᷉⺃ⴝ㤃⪃䄜㳆鼻㚽䊕㸃㶙᷊ ..................................... 49 4.2.1. ➙㏞ᷛ㾣㲊30MW⺃ⴝ㤃⪃䄜㳆鼻㦝㑰⮈⧹㚽䊕㸃㶙㬟ⳗ㼏㚠 ..... 49 4.3. ⹌㩭㘒䇤ᄍ䑟᷉㤃㦝㑰⮈⧹㦩⮈㑋⹊᷊ ..................................... 52 4.3.1. ➙㏞ᷛⴑ㩞㚰乙㦌⺛㬸䔚“㤃㚽㆙㶓コ”䐨⿼㚽䊕㬟ⳗ㪈㤙 .............. 52 4.4. 乙⭛᷉㤃㦝㑰⮈⧹⡙⮈/㦩⮈㑋⹊᷊ ........................................... 53 4.4.1. ➙㏞ᷛⴈ⺃䐧㤃-⪃㤃-ⳃ⮈䊻䂙䐔㩰⭥䇇䇤 ..................................... 53 ⭻5䍣㤃䈌㦝㑰⮈⧹㾱䄖⭒㣑㸫㳃䈌㳕䍞 ......................... 585.1. 㤃⪃㚽ⳃ⮈㻖㵔㾈㔫 ................................................................... 58 5.2. 㤃⪃㚽ⳃ⮈㻖㵔⧪⡟ ................................................................... 58 5.3. 㼁⹹䎟⥀䈌㬱⧂〛䐧㩱㸕㶋㩧 .................................................... 58 5.4. 㤃⮈墏己⢋䓝㳆㻖㩱㸕ᄇ㦌 ........................................................ 59 2023氢与燃料电池发电产业白皮书 5.5. 㤃㚽⥛㠘㦌㑕㳖ネ⥃㚽㑇 ............................................................ 59 ⭻6䍣 ᇱ㔼䈌䍚㶜............................................................. 61 ⹹䇻㸳㗨 .......................................................................