2022-2023从氢能源产业链看行业发展研究报告.pptx

2022-2023 2060 1.3 76.7%700 2060 60%141.1 423.3 72.76 21.01 218 63 2060 1 2 3 35%24%21%14%6%2020 bp 2020 9899.3 30.7%,g(/kwh)304 118 47 2.5 0 0 0 2045 2050 2050 2050 2050 2050 2050 2050 2050 2050 2035 2040 2040 2050 2050 2050 2050 2050 2050 2050 2050 2050 2050 2021 11 66 191 90%27 2007 2050 1990 2050 2007 2050 2013 2050 2013 2050 1990 2050 2012 2050 2021/%2020/2.6 75 23.65 3.7 80 1.44 52.4 35 96.32 24.8 23 9.48 17.6 3 1.29 9.2 80 4300 35.2 12 31.8 22 34.07 2.2 20 100 5.0 24 2900 23.6-28.1 35 5.75 2.3 6 200 62.3-72.8 36 15.25 137.2 40 22.84 5.0 39 1.65 39.3 49 5800 19.8-34.8 55 530 14.1 3 500 23.5-40.1 65 0.4-3.2 23 2300 2-3/20/2021 12 2021 11 2021 11 2021 10 2030 2021 10 2021 8 5736 2021 3 2035 131 359 2030 5000 2050 3000 60 18%2030 2060 2020 57%33.8%2060 3342 1.3 20%2012-2020 2021 12 0%10 0%80%60%40%20%0%20 12 20 13 20 14 20 15 20 16 20 17 20 18 20 19 20 20 GW GW GW GW GW 7,000 kg 3,800 kg 9,000 liter 8,900 liter 6,635 liter 7,800 liter 8,400 liter 9,600 liter 10,000 liter 8,200 liter 9,000 liter 8,000 9,000 3.5 1.5%18.2 53.5 8.4 4.5%43.3 48.8 143197 13.3%37.0 139.0 2010-2019 13.3%18.2 43.3 37/MJ/kg 41.87MJ/kg 38.97MJ/kg 20.93MJ/kg 142.4MJ/kg 29.27MJ/kg,1.4286 1.33 4.865 2019 323.2 27011 29678 32196 31963 30785 31437 31281 31244 31826 32320 20 10 20 11 20 12 20 13 20 14 20 15 20 16 20 17 20 18 20 19 (:3300 2020 2000 t/a 2021 3259 6526 1 2 3 67%60%45%20%23%5%3%30%45%70%2%15%5%10%20 30 20 50 20 20%20 40%2020 4100 3342 2030 2060 1 2030 3715 2050 9690 2060 1.3 2020 3.34 67%2.24 2020 3%0.1 2050 9.69 67%20%80%1.938 7.752 2050 2060 3342 3715 5276 9690 13030 20 20 20 30e 20 40e 20 50e 20 60e 2019 2020-2060 2020-2050 40 4 MJ/KG 142.4 20.93 20.90KG CO2e/kg H2 2.64 CO2/76.7%-*2050 9.69 65.93 65.93*2.64 CO2/)174.05 CO2 3 522.15 20.90KG CO2e/kg H2 2050 1.938 40.50 2050 133.46 3 400.38 400.38/522.15=76.7%2060 60%31%31%2060 1.3 7.8 53.07 4.03 27.56 1.17 7.96 141.1 72.76 21.01 423.3 B G 2060 218.28 60%31%9%1.3 MJ/KG 142.4 20.93 2.64 CO2/60%31%9%7.8 4.03 1.17 141.1 72.76 21.01 53.07 27.56 7.96 1 2 3 -1 2 3 97%()e.g.0.017 PEM SOEC 0.110.13+CCUS+CCUS SMR 0.23 0.45/kg 9.37/kg 16.38/kg 2.5/m 14.61/kg 17.938/kg 0.83 1.33/Nm 9.3 14.9/Nm 14 20.16/Nm 15.12 20.16/Nm 14.56 22.4/Nm 0.4/31.99/kg 20MPa 35MPa 1/3(20MPa 1/20 2.8 80%-90%,()/17.9Kg m-3/90%5-9Kg m-3/95%70.85Kg m-3/75%50km 5/kg 100km 10/kg 300km 15/kg 600/km 2.5 5/kg 12-15/kg 856 1 2 200km 3 1%-2%1 2 3 1 30%2 3 1 2 70%500kg 35MPa 1200 3 13-18/kg 3 65%2022 3 2021-2035 2025 60 1500 50%15%10%8 100 2019 7 1 1000 20/6.4t/24h 6 7 18 40 47 2006-2021 76 194 20 06-20 16 20 17 20 18 20 21 20 19 20 20 1 PEM 6%94%200 173 4%159 3%97%194 157 95%5%86 54 AirProduct Praxair PlugPower 17 FuelCellEnergy BloomEnergy 1.4 140 40%&+CCUS 2030 50/46.22/kg PEM SOEC ALK PEM ALK PEM SOEC 55kWh/kg 3 188MW 2.4 1.2 40kWh/kg 50%PEM 85%40%50%2030 50-60%160MW 1000 III IV VI 70MPa VI 35MPa 70MPa VI T700 70%T700 T800,2020 3652 7.43%1 2 101 101 2021 2 6500 3%7.7%35MPa+70MPa 2500km 1598km 400km-CNG-LNG-/11-508 145 L245 4MPa 10 104 t/a 400 500kg 1000kg 100 500kg THANKS