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市场调查报告书
商品编码
1776764
2032 年绿色氢能市场预测:按能源、生产规模、分销类型、技术、应用、最终用户和地区分類的全球分析Green Hydrogen Market Forecasts to 2032 - Global Analysis By Power Source, Production Scale, Distribution Mode, Technology, Application, End User and By Geography |
根据 Stratistics MRC 的数据,全球绿氢能市场预计在 2025 年达到 109 亿美元,到 2032 年将达到 1,019 亿美元,预测期内的复合年增长率为 37.5%。
绿氢是利用太阳能或风能等可再生能源动力来源所产生的氢气。这个过程不同于石化燃料衍生的灰氢或蓝氢,因为它将水分解成氢气和氧气,且不会产生碳排放。作为清洁能源载体,绿色氢能对于交通运输、工业和发电等产业的脱碳至关重要。其扩充性以及作为间歇性可再生能源储存器的作用,使其成为全球向净零排放转型的基石。
据Joule称,与利用天然气生产灰氢相比,透过可再生动力来源电解生产绿色氢可减少高达90%的生命週期二氧化碳排放。同一项研究还表明,用于生产绿氢的最先进的电解槽的能源效率约为70%。
全球脱碳目标与净零承诺
世界各国政府正在实施严格的气候政策,设定雄心勃勃的排放目标,并大力投资可再生能源基础设施。利用太阳能、风能和水力发电,透过电解生产绿氢能,作为可扩展的解决方案,正日益受到钢铁、化学和运输等难以减排的行业的青睐。氢气作为燃料和原料的多功能性使其成为长期能源转型策略的核心组成部分。随着各国寻求能源组合多元化并减少对石化燃料的依赖,绿色氢能正成为未来能源系统的关键组成部分。
电解槽扩充性挑战
现有的系统通常需要高额的资本投入,与再生能源来源的整合过程十分复杂。製造瓶颈、铱和铂等关键材料的供应有限,以及不同负载条件下性能的不一致,进一步限制了其应用。此外,缺乏标准化设计和模组化解决方案也阻碍了其广泛应用。这些扩充性问题对成本效益和长期可行性构成风险,尤其是在可再生能源供应不稳定的地区。
新的出口市场和国际贸易
绿氢能作为全球可交易商品的兴起,正在释放新的经济机会。澳洲、智利和沙乌地阿拉伯等可再生资源丰富的国家正将自己定位为未来的出口国,而日本和韩国等能源匮乏的国家则正在投资进口基础设施。双边协议、绿氢能走廊和认证框架正在製定中,以促进跨境贸易。预计这一转变将刺激对氢能枢纽、港口基础设施和液化技术的投资,从而建立强大的国际供应链。
安全问题和社会意识
氢气的易燃性和高扩散性引发了安全隐患,阻碍了公众接受和监管部门的核准。即使发生洩漏或爆炸事故,即使很少发生,也会产生负面宣传,并削弱相关人员的信心。此外,由于缺乏对氢气特性和益处的广泛了解,消费者和政策制定者也对此心存疑虑。如果没有积极的参与和教育,公众的抵制可能会延迟计划核准,并减缓市场扩张。
新冠疫情对绿色氢能产业产生了双重影响。一方面,供应链中断和计划延迟影响了电解槽製造和可再生能源装置的建设,延缓了部署进度。另一方面,这场危机凸显了韧性和永续能源系统的重要性,并促使各国政府将绿氢能纳入疫情后復苏计画。奖励策略和绿色投资框架加速了先导计画和研发计画的推进。
预计水电产业将成为预测期内最大的产业
由于水力发电能源输出稳定且营运成本低廉,预计在预测期内将占据最大的市场占有率。与太阳能和风能不同,水力发电稳定,是连续电解製程的理想选择。加拿大、挪威和亚洲部分地区等水力发电基础设施完善的地区正在利用这一优势扩大氢气生产规模。水电领域拥有成熟的并联型和最小的间歇性,可确保可靠的氢气产量。
碱性电解槽部分预计在预测期内达到最高复合年增长率
碱性电解槽领域预计将在预测期内实现最高成长率,这得益于其成本效益和成熟的技术基础。这些系统采用易于取得的材料,使用寿命长,因此对大规模工业应用具有吸引力。膜设计和电堆效率的最新进展提高了性能,而模组化配置则提高了扩充性。与可变可再生能源的兼容性也推动了其广泛应用。
在预测期内,亚太地区预计将占据最大的市场占有率,这得益于积极的脱碳目标和丰富的可再生能源资源。中国、印度、日本和澳洲等国家正在投资氢能基础设施、电解槽製造和出口能力。印度国家绿色氢能计画和日本氢能路线图等政府主导的措施正在推动该地区的成长。该地区不断增长的工业基础和能源需求使其成为跨产业氢能整合的首选。
由于有利的政策框架和技术创新,北美地区预计将在预测期内呈现最高的复合年增长率。美国《通膨控制法案》和加拿大《清洁氢能战略》正在奖励氢能的生产、基础设施建设和终端应用。领先的公司推出千兆瓦级计划,新兴企业正在开拓新型电解槽设计和储氢解决方案。该地区强大的研发生态系统和创业投资支持正在加速氢能的商业化进程。
According to Stratistics MRC, the Global Green Hydrogen Market is accounted for $10.9 billion in 2025 and is expected to reach $101.9 billion by 2032 growing at a CAGR of 37.5% during the forecast period. Green hydrogen is hydrogen gas produced through electrolysis powered by renewable energy sources such as solar or wind. This process splits water into hydrogen and oxygen without generating carbon emissions, distinguishing it from grey or blue hydrogen derived from fossil fuels. As a clean energy carrier, green hydrogen is critical to decarbonizing sectors like transportation, industry, and power generation. Its scalability and role in storing intermittent renewable energy make it a cornerstone of global transition toward net-zero emissions.
According to Joule, producing green hydrogen via electrolysis powered by renewable energy can reduce lifecycle CO2 emissions by up to 90% compared to grey hydrogen from natural gas. According to the same study, the energy efficiency of modern electrolyzers for green hydrogen production can reach around 70%.
Global decarbonization goals and net-zero commitments
Governments worldwide are implementing stringent climate policies, setting ambitious emission reduction targets, and investing heavily in renewable energy infrastructure. Green hydrogen, produced via electrolysis using solar, wind, or hydro power, is gaining traction as a scalable solution for hard-to-abate sectors such as steel, chemicals, and transportation. Its versatility as both a fuel and feedstock makes it central to long-term energy transition strategies. As nations seek to diversify energy portfolios and reduce fossil fuel dependence, green hydrogen is emerging as a cornerstone of future energy systems.
Scalability challenges of electrolyzers
Current systems often require high capital investment and complex integration with renewable energy sources. Manufacturing bottlenecks, limited availability of critical materials like iridium and platinum, and inconsistent performance across varying load conditions further constrain deployment. Additionally, the lack of standardized designs and modular solutions hampers widespread adoption. These scalability issues pose risks to cost-efficiency and long-term viability, especially in regions with fluctuating renewable energy supply.
New export markets and international trade
The emergence of green hydrogen as a globally tradable commodity is unlocking new economic opportunities. Countries with abundant renewable resources such as Australia, Chile, and Saudi Arabia are positioning themselves as future exporters, while energy-deficient nations like Japan and South Korea are investing in import infrastructure. Bilateral agreements, green hydrogen corridors, and certification frameworks are being developed to facilitate cross-border trade. This shift is expected to stimulate investment in hydrogen hubs, port infrastructure, and liquefaction technologies, creating a robust international supply chain.
Safety concerns and public perception
Hydrogen's flammability and high diffusivity raise safety concerns that can hinder public acceptance and regulatory approvals. Incidents involving leaks or explosions-even if rare-can generate negative media coverage and erode stakeholder confidence. Moreover, the lack of widespread understanding about hydrogen's properties and benefits contributes to skepticism among consumers and policymakers. Without proactive engagement and education, public resistance could slow down project approvals and delay market expansion.
The COVID-19 pandemic had a dual impact on the green hydrogen sector. On one hand, supply chain disruptions and project delays affected electrolyzer manufacturing and renewable energy installations, slowing down deployment timelines. On the other hand, the crisis underscored the importance of resilient and sustainable energy systems, prompting governments to include green hydrogen in post-pandemic recovery plans. Stimulus packages and green investment frameworks accelerated pilot projects and R&D initiatives.
The hydroelectric power segment is expected to be the largest during the forecast period
The hydroelectric power segment is expected to account for the largest market share during the forecast period due to its consistent energy output and low operational costs. Unlike solar and wind, hydro offers stable electricity generation, making it ideal for continuous electrolysis processes. Regions with established hydro infrastructure such as Canada, Norway, and parts of Asia are leveraging this advantage to scale hydrogen production. The segment benefits from mature grid connectivity and minimal intermittency, ensuring reliable hydrogen yields.
The alkaline electrolyzer segment is expected to have the highest CAGR during the forecast period
Over the forecast period, the alkaline electrolyzer segment is predicted to witness the highest growth rate driven by their cost-effectiveness and proven technology base. These systems use readily available materials and offer longer operational lifespans, making them attractive for large-scale industrial applications. Recent advancements in membrane design and stack efficiency are enhancing performance, while modular configurations are improving scalability. Their compatibility with fluctuating renewable inputs further supports widespread adoption.
During the forecast period, the Asia Pacific region is expected to hold the largest market share fueled by aggressive decarbonization targets and abundant renewable energy resources. Countries like China, India, Japan, and Australia are investing in hydrogen infrastructure, electrolyzer manufacturing, and export capabilities. Government-backed initiatives, such as India's National Green Hydrogen Mission and Japan's Hydrogen Roadmap, are catalyzing regional growth. The region's industrial base and rising energy demand make it a prime candidate for hydrogen integration across sectors.
Over the forecast period, the North America region is anticipated to exhibit the highest CAGR attributed to favorable policy frameworks and technological innovation. The U.S. Inflation Reduction Act and Canada's Clean Hydrogen Strategy are incentivizing production, infrastructure development, and end-use adoption. Major players are launching gigawatt-scale projects, while startups are pioneering novel electrolyzer designs and hydrogen storage solutions. The region's strong R&D ecosystem and venture capital support are accelerating commercialization.
Key players in the market
Some of the key players in Green Hydrogen Market include Air Liquide, Air Products and Chemicals Inc., Linde plc, Siemens Energy AG, Cummins Inc, Plug Power Inc, Nel ASA, ITM Power plc, McPhy Energy S.A., ENGIE SA, Fortescue Future Industries (FFI), Iberdrola SA, Shell plc, BP plc, Toshiba Energy Systems & Solutions Corporation, China Petroleum & Chemical Corporation, Reliance Industries Limited and Yara International ASA.
In July 2025, ENGIE commissioned the largest wind farm in the Middle East and Africa, situated in Egypt, marking a milestone in regional renewables deployment. The project adds substantial capacity to ENGIE's global 8.5 GW+ wind and battery portfolio under construction.
In June 2025, Plug Power and Allied Green signed a new 2 GW electrolyzer deal in Uzbekistan, expanding their prior partnership to a total 5 GW global capacity. The agreement supports green ammonia production and represents Plug Power's growing footprint in Central Asia's hydrogen market.
In February 2025, Air Liquide and TotalEnergies announced a joint €1 billion investment to build two large electrolyzers in the Netherlands (200 MW in Rotterdam, 250 MW in Zeeland). These plants are expected to produce over 45,000 tons/year of green hydrogen from offshore wind, cutting ~450,000 tons of CO2 from refineries.
Note: Tables for North America, Europe, APAC, South America, and Middle East & Africa Regions are also represented in the same manner as above.