据经济参考报消息,氢能等相关产业发展规划有望近期公布,多地碳减排支持工具也开始密集落地,业内人士预计明年年底规模将超过万亿元。
点评:今年下半年以来,氢能产业的政策预期逐步升温,8月底,中央五部委联合启动了燃料电池示范应用的工作,明确了三大示范应用城市群和中央层面补贴的具体机制。此外,多个地方政府也跟进发布了产业规划和地方补贴规则。
银河证券表示,2050年,氢能源将承担全球18%的能源需求,有望创造超过2.5万亿美元的市场,燃料电池汽车将占据全球车辆的20-25%。长期来看,燃料电池汽车仍将是燃料电池市场的增长主力。
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