2024氢与燃料电池发电应用产业白皮书

作者 修伟明Partner & Co-founder,M2 Consulting 王淼Consulting DirectorM2 Consulting 孔遥Senior AnalystM2 Consulting 任毅Senior AnalystM2 Consulting 毋佁凡Senior AnalystM2 Consulting 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 㚠㔝 ⭻1䍣䍋䄋.........................................................................1 1.1.➸㠅㭊ビㆊ.......................................................................................11.2.⹹ポⳃ㻷ⶦ䄋...................................................................................11.3.䁱㈠ⳗ㸈...........................................................................................21.3.1.䓉䇱㘜⪫ㆃ㬮......................................................................................21.3.2.䁱㈠ⳗ㸈ㆈⰉ......................................................................................41.3.3.䁱㈠Ⳟⳉㆊ㩽......................................................................................4 ⭻2䍣㤃䈌㦝㑰⮈⧹⥛䄖ⶦ㭗.............................................5 2.1.⺛カ⥛䄖ⶦ㭗................................................................................52.1.1.㗡⺛㤃㚽⥛䄖⿘㈔ⶦ㭗.......................................................................62.1.2.㝘䐿㤃㚽⥛䄖⿘㈔ⶦ㭗.......................................................................72.1.3.㦶⡟㤃㚽⥛䄖⿘㈔ⶦ㭗.....................................................................102.2.⺛㚻⥛䄖ⶦ㭗..............................................................................112.2.1.⺛㚻㤃㚽⥛䄖⿘㈔ⶦ㭗.....................................................................112.2.2.⺛㚻㤃䈌㤃㦝㑰⮈⧹⥛䄖㵗㦻䓫㬣ミ㭂㏎........................................18a)2023㛋㵗㦻䓫㬣ミ㭂㏎.......................................................................18b)㤃㦝㑰⮈⧹㦻䓫㡔䄖ビㆊ.....................................................................182.3.㤃㦝㑰⮈⧹䊎㏎ビㆊ...................................................................202.4.㤃㦝㑰⮈⧹⭥ⳃ䍚䁾⢅...............................................................202.5.㤃㦝㑰⮈⧹ゝ㭖㔘㼀...................................................................212.6.㤃㦝㑰⮈⧹㬱⧂䑘䄋䇇䇤⧂㈑....................................................252.6.1.㤃㦝㑰⮈⧹ㅜ㵉䊬㭅㬱⧂ⶦ㌗..........................................................272.6.2.㤃㦝㑰⮈⧹⹭Ⰹ⮈䊕㬱⧂ⶦ㌗..........................................................30a)⢎㣑䇇䇤..............................................................................................32b)⢎⽔䇇䇤..............................................................................................33 ⭻3䍣㤃䈌㦝㑰⮈⧹⥛䄖㪛㲍㭂㏎....................................36 3.1.㤃㚽㾱䄖⥛䄖㪛㲍.......................................................................363.1.1.⥛䄖㑕⳷㹗.......................................................................................363.1.2.⮅㾮㡔䄖...........................................................................................36a)㩰䇯ᷛ㤃㡙䐧⡙...................................................................................36b)䐱䇯ᷛ㤃㡙⪃䊬...................................................................................38c)㻣䇯ᷛ㤃㡙ゴ䓃䈌㾱䄖䇇䇤.................................................................39d)㤃㚽ネ⥃..............................................................................................403.2.㤃㦝㑰⮈⧹⥛䄖㪛㲍...................................................................413.2.1.⥛䄖㑕⳷㹗.......................................................................................413.2.2.⮅㾮㡔䄖...........................................................................................41a)㩰䇯㦝㑰⮈⧹⤠ミ䐧䋍........................................................................41b)䐱䇯㦝㑰⮈⧹㻖㵔䐧䋍........................................................................42 ⭻4䍣㤃㦝㑰⮈⧹ⳃ⮈䇇䇤䈌➙㏞....................................46 4.1.⹅䄖䊑㤙᷉⿐⹅ⶒ⥛㤃ⳃ⮈᷊....................................................464.1.1.➙㏞ᷛ䇋⪕㧞䎘㔩ハ⿐⹅ⶒ⥛㤃㤃㚽⮈䍟........................................464.2.⹅䄖䊑㤙᷉⺃ⴝ㤃⪃䄜㳆⿐㚽䊕㸃㶙᷊.....................................494.2.1.➙㏞ᷛ㾣㲊30MW⺃ⴝ㤃⪃䄜㳆⿐㦝㑰⮈⧹㚽䊕㸃㶙㬟ⳗ㼏㚠.....494.3.⹌㩭㘒䇤ㅉ䑟᷉㤃㦝㑰⮈⧹㦩⮈㑋⹊᷊.....................................524.3.1.➙㏞ᷛⴑ㩞㚰⼄㦌⺛㬸䔚“㤃㚽㆙㶓コ”䐨⿼㚽䊕㬟ⳗ㪈㤙..............524.4.⼄⭛᷉㤃㦝㑰⮈⧹⡙⮈/㦩⮈㑋⹊᷊...........................................534.4.1.➙㏞ᷛ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.........................58 5.1.㤃⪃㚽ⳃ⮈㻖㵔㾈㔫...................................................................585.2.㤃⪃㚽ⳃ⮈㻖㵔⧪⡟...................................................................585.3.㼁⹹䎟⥀䈌㬱⧂〛䐧㩱㸕㶋㩧....................................................585.4.㤃⮈墏⼰⢋䓝㳆㻖㩱㸕ㅂ㦌........................................................59 5.5.㤃㚽⥛㠘㦌㑕㳖ネ⥃㚽㑇............................................................59⭻6䍣ㆂ㔼䈌䍚㶜.............................................................61⹹䇻㸳㗨..............................................................................62 㵝⢎1㦌㤓㦝㑰⮈⧹㬱⧂⺇㚄2022-2028᷉㎕䊕ᷛMarket & Markets᷊5㵝⢎2ⷘ⺛㤃㚽䍞㔵ⳃ⤝㬒ヅ⢎᷉㎕䊕ᷛ䐱⺛⹅⧭䊛᷍M2㗺㵟䓪䁐䁱㈠䈌⳷㹗᷊...............................................................................................6㵝⢎3㗡⺛㤃㚽䈌⿐㬐㚽䊕ⷀⰩ墏⼰᷉㎕䊕ᷛH2@Scale US DOE᷊......6㵝⢎4㗡⺛2030㛋㤃㚽㚠⢋ ᷉㎕䊕ᷛUS DOE᷊...................................7㵝⢎5㝘㗬㤃