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.
About us: Ginlix AI is the AI Investment Copilot powered by real data, bridging advanced AI with professional financial databases to provide verifiable, truth-based answers. Please use the chat box below to ask any financial question.