新形势下中国氢能市场现状与展望

China’s hydrogen energy market under new situations:Status and outlook

2019年氢能元年以来,中国氢能产业持续高速发展,随着新冠肺炎疫情的新变化,氢能产业发展进入新阶段,面临着新的挑战,在“双碳”战略持续推进的情况下,表现出新特点,包括:能源行业处于整体转型期,氢能政策处于频发期,氢能市场处于加速培育期,氢能企业处于转型窗口期,氢能技术处于爆发期,应用场景处于突破期。在总结氢能市场现状和特点基础上,预计氢能产业发展将呈现如下趋势:氢能政策将进一步优化调整,产业链发展协同度进一步提升,产业生态进一步拓展,国际合作进一步加强,交通领域将有新的突破,区域产业发展差距将进一步拉大。最后,提出如下建议:坚持以有为政策为发展导向,保障产业健康有序发展;坚持以市场驱动为核心动力,打造拥有市场竞争力的商业模式;坚持以创新驱动为高效引导,强化技术的产学研一体化研发与孵化;坚持以行为驱动为关键补充,发挥氢能的碳资源和碳交易潜力;坚持以内培外聘为重要抓手,提升企业氢能人才队伍水平。

Since the first year of hydrogen energy in 2019,China’s hydrogen energy industry has witnessed its sustainable and rapid development.As the COVID-19 pandemic changes,the industrial development enters a fresh stage and faces new challenges.Under the continuous promotion of dual-carbon strategy,the hydrogen energy industry presents new characteristics as follows.It is in the period of overall transformation,hydrogen energy policies are in the period of frequent release,its market in the period of accelerated cultivation,its enterprises in the window period of transformation,its technologies in the period of rapid development,and its application scenarios in the breakthrough stage,respectively.By summarizing current situations and features,it is expected that the industrial evolvement displays some trends,for example,policies will be further optimized and adjusted,the coordination degree of industrial chain development will be improved,the industrial ecology will be deeply expanded,the international cooperation will be extensively strengthened,new breakthroughs will be made in the field of transportation,and the regional industrial development gap will be further widened.Finally,it is suggested to adhere to the policy-oriented development to ensure healthy and orderly industrial development,adhere to the market-driven core force to forge a business model with market competitiveness,adhere to the innovation-driven efficient guidance to intensify industry-university-research integrated technological RD and incubation,adhere to the behavior-driven key supplement to introduce hydrogen energy into the scope of CCER carbon market,and adhere to the important grasp of internal training and external employment to promote the level of professional personnel in enterprises.