电解槽供需展望－绿色氢气生产技术：全球产能与收入预测（2023-2032）

本报告分析了未来10年全球电解槽市场的供需趋势，并提供了电解槽累计装置容量、年收入和平均係统资本支出（2023年至2032年）的预测，以及电解槽的预测。同期公布的电解槽，我们将汇总并提供有关生产能力的资讯。这些数据有助于 Guidehouse Insights 评估全球主要市场的製造商、专案开发商和其他利害关係人所面临的机会和挑战。

目录

第一章执行摘要

• 市场概况
• 市场预测

第二章 市场问题

• 促进者
• 阻碍因素
• 价钱

第三章 技术问题

• 技术概述
  • 碱性电解槽
  • 聚合物电解质膜（PEM）电解槽
  • 固态氧化物电解槽
  • 阴离子交换膜电解槽
  • 电解槽新技术
• 技术选型
• 製造商选择
• 模组尺寸的演变
• 製造业自动化的进步

第四章 政策问题

• 介绍
  • 美国
  • 加拿大
  • 欧盟 (EU)
  • 英国
  • 中国
  • 日本
  • 印度
  • 澳大利亚

第五章产业价值链

• 製造商
• 其他公司
• 业务合作与合资 (JV) 协议
• 製造能力

第六章市场预测

• 分析方法
• 世界市场概览
• 区域市场概况
  • 北美
  • 欧洲
  • 亚太地区
  • 拉丁美洲
  • 中东/非洲

第 7 章结论和建议

• 重点
• 推荐
  • 电解槽製造商
  • 专案开发商
  • 投资者

第 8 章 首字母缩写词和缩写词列表

第9章 目录

第10章图表

第十一章 研究范围、资料来源、研究方法及註释

This report provides an analysis of electrolyzer supply and demand dynamics over the coming decade. It includes forecasts for cumulative electrolyzer capacity deployments, annual revenues, and average system CAPEX between 2023 and 2032, as well as information on announced manufacturing capacity over the same period. This data informs Guidehouse Insights' assessment of the opportunities and challenges faced by manufacturers, project developers, and other hydrogen stakeholders in key global markets.

Table of Contents

1. Executive Summary

• 1.1 Market Introduction
• 1.2 Market Forecast

2. Market Issues

• 2.1 Drivers
• 2.2 Barriers
• 2.3 Pricing

3. Technology Issues

• 3.1 Technology Overview
  • 3.1.1 Alkaline Electrolyzers
  • 3.1.2 Polymer Electrolyte Membrane Electrolyzers
  • 3.1.3 Solid Oxide Electrolyzers
  • 3.1.4 Anion Exchange Membrane Electrolyzers
  • 3.1.5 Emerging Electrolyzer Technologies
• 3.2 Choice of Technology
• 3.3 Choice of Manufacturer
• 3.4 Evolution in Module Sizes
• 3.5 Advances in Manufacturing Automation

4. Policy Issues

• 4.1 Introduction
  • 4.1.1 United States
  • 4.1.2 Canada
  • 4.1.3 European Union
  • 4.1.4 United Kingdom
  • 4.1.5 China
  • 4.1.6 Japan
  • 4.1.7 India
  • 4.1.8 Australia

5. Industry Value Chain

• 5.1 Manufacturers
• 5.2 Other Players
• 5.3 Partnerships and JV Agreements
• 5.4 Manufacturing Capacity

6. Market Forecasts

• 6.1 Methodology
• 6.2 Global Market Overview
• 6.3 Regional Market Overview
  • 6.3.1 North America
  • 6.3.2 Europe
  • 6.3.3 Asia Pacific
  • 6.3.4 Latin America
  • 6.3.5 Middle East & Africa

7. Conclusions and Recommendations

• 7.1 Key Takeaways
• 7.2 Recommendations
  • 7.2.1 Electrolyzer Manufacturers
  • 7.2.2 Project Developers
  • 7.2.3 Capital Providers

8. Acronym and Abbreviation List

9. Table of Contents

10. Table of Charts and Figures

11. Scope of Study, Sources and Methodology, Notes

List of Tables

• Average System CAPEX for Electrolyzer Technologies, World Markets: 2023-2032
• Announced Electrolyzer Manufacturing Capacity by Region, World Markets: 2023-2032
• Announced Electrolyzer Manufacturing Capacity by Technology, World Markets: 2023-2032
• Installed Electrolyzer Capacity Base by Region, World Markets: 2023-2032
• Annual Electrolyzer Revenues by Region, World Markets: 2023-2032
• Installed Electrolyzer Capacity Base by Technology, World Markets: 2023-2032
• Annual Electrolyzer Revenues by Technology, World Markets: 2023-2032
• Installed Electrolyzer Capacity Base by Technology, North America: 2023-2032
• Annual Electrolyzer Revenues by Technology, North America: 2023-2032
• Installed Electrolyzer Capacity Base by Technology, Europe: 2023-2032
• Annual Electrolyzer Revenues by Technology, Europe: 2023-2032
• Installed Electrolyzer Capacity Base by Technology, Asia Pacific: 2023-2032
• Annual Electrolyzer Revenues by Technology, Asia Pacific: 2023-2032
• Installed Electrolyzer Capacity Base by Technology, Latin America: 2023-2032
• Annual Electrolyzer Revenues by Technology, Latin America: 2023-2032
• Installed Electrolyzer Capacity Base by Technology, Middle East & Africa: 2023-2032
• Annual Electrolyzer Revenues by Technology, Middle East & Africa: 2023-2032

List of Figures

• Installed Electrolyzer Capacity Base & Annual Revenues by Region, World Markets: 2023-2032
• Average System CAPEX for Electrolyzer Technologies, World Markets: 2023-2032
• Announced Electrolyzer Manufacturing Capacity by Technology, World Markets: 2023-2032
• Installed Electrolyzer Capacity Base & Annual Revenues by Region, World Markets: 2023-2032
• Installed Electrolyzer Capacity Base & Annual Revenues by Technology, World Markets: 2023-2032
• Installed Electrolyzer Capacity Base & Annual Revenues by Technology, North America: 2023-2032
• Installed Electrolyzer Capacity Base & Annual Revenues by Technology, Europe: 2023-2032
• Installed Electrolyzer Capacity Base & Annual Revenues by Technology, Asia Pacific: 2023-2032
• Installed Electrolyzer Capacity Base & Annual Revenues by Technology, Latin America: 2023-2032
• Installed Electrolyzer Capacity Base & Annual Revenues by Technology, Middle East & Africa: 2023-2032

Illustration of the Electrolyzer Value Chain and Observed Business Models