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市场调查报告书
商品编码
1856839
氢能经济市场预测至2032年:按技术、应用、最终用户和区域分類的全球分析Hydrogen Economy Market Forecasts to 2032 - Global Analysis By Technology (Hydrogen Production Technologies, Hydrogen Conversion Technologies, Hydrogen Storage Technologies and Hydrogen Delivery Technologies), Application, End User and By Geography |
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根据 Stratistics MRC 的数据,预计到 2025 年,全球氢能经济市场规模将达到 2,628 亿美元,到 2032 年将达到 4,960.5 亿美元,预测期内复合年增长率为 9.5%。
氢能经济概念设想将能源结构重大转型,转向使用氢能作为清洁、灵活且可再生的能源来源。其目标是减少对石化燃料的依赖,降低二氧化碳排放,并提高能源韧性。氢气可以透过可再生能源驱动的水电解或天然气重整併结合碳捕获技术来获得。氢气可透过燃料电池应用于交通运输、工业生产、电力供应和暖气等领域。儘管基础设施、储存和经济方面仍存在挑战,但技术创新和政策支援正在加速氢能的发展。氢能的广泛应用可望彻底改变全球交通运输、工业流程和能源生产方式。
据日本经济产业省(METI)称,日本计划在 2030 年将氢气供应量增加到 300 万吨,到 2050 年增加到 2000 万吨,重点是部署氨共燃烧、移动旅行和燃料电池。
对清洁能源的需求日益增长
全球对永续能源日益增长的需求是氢能市场发展的关键驱动力。不断增强的环保意识、减少排放的努力以及逐步淘汰石化燃料的趋势,都推动了人们对氢能作为清洁能源的兴趣。氢能的适应性使其能够应用于交通运输、发电和工业领域,从而促进向低碳能源的转型。都市化、工业成长和不断增长的能源需求,都促使人们寻求环境友善解决方案。支持可再生能源和脱碳的政策将有助于氢能的推广应用。随着永续性成为各国政府、企业和消费者的首要任务,氢能正成为建构更绿色、更具韧性、低排放气体能源体系的重要组成部分。
高昂的製造成本
氢能经济面临的一大挑战是氢气生产成本高。利用可再生动力来源取的绿色氢气,其成本远高于传统石化燃料。专用设备、高能耗製程以及昂贵的催化剂都推高了生产成本。此外,由于缺乏大规模生产,氢气无法实现规模经济,这使得氢气对企业和终端用户缺乏经济吸引力。这一成本壁垒限制了氢气的普及,尤其是在市场开发阶段。除非透过创新技术、大规模生产技术和更有效率的製程降低成本,否则氢气的经济可行性仍将是阻碍其广泛应用和融入全球能源体系的关键障碍。
交通运输领域的扩张
交通运输业为氢能经济提供了巨大的成长潜力。氢燃料电池为汽车、巴士、卡车、火车和船舶提供清洁、零排放的能源来源。各国政府和汽车製造商不断加大投资,旨在遵守排放法规并实现永续性目标。随着加氢基础设施的扩展,氢燃料电池在重型车辆和远距运输领域的应用有望进一步成长。这种转变将减少对石化燃料的依赖,降低环境污染,并为燃料电池製造商、汽车製造商和相关技术公司创造新的商机。总而言之,交通运输产业是拓展氢能应用、加速其在永续交通领域发挥作用的关键槓桿。
与替代能源的竞争
氢能经济的发展正受到包括电池电动车系统、生质燃料和其他可再生能源解决方案在内的替代能源技术的威胁。电动车和储能技术的成本不断下降,基础设施也已完善,这使其在与氢能的竞争中占据优势。低碳替代能源无需专门的氢能网路即可满足工业和交通运输的能源需求。这种竞争可能会限制对氢能计划的投资,并降低相关人员的信心。为了取得成功,氢能必须在效率、扩充性和灵活性方面证明其优势。如果氢能不能脱颖而出,其普及速度可能会放缓,市场潜力可能会降低,其成为主流低排放能源解决方案的进程也可能会延缓。
新冠疫情导致工业活动和能源需求下降,暂时扰乱了氢能经济市场,造成供应链延误和计划停滞。与氢能基础设施相关的建设、製造和运输环节均受到干扰,影响了投资和营运进度。然而,这场危机凸显了建构永续和韧性能源系统的必要性,并促使各国政府和企业在疫情后的復苏计画中优先发展清洁能源。财政奖励策略和绿色能源奖励为氢能计划提供了支持,抵消了短期挫折。从永续,疫情强化了氢能作为低排放能源解决方案的战略重要性,并加速了人们对永续和韧性能源未来的认识和应用。
预计在预测期内,出行和交通运输领域将成为最大的细分市场。
由于氢燃料电池汽车(包括轿车、巴士、卡车和火车)的日益普及,预计在预测期内,出行和交通运输领域将占据最大的市场份额。政府和私人企业的投资旨在实现排放目标和永续出行目标。燃料电池技术的进步、加氢基础设施的扩展以及人们对氢能环境效益日益增长的认识,都推动了这一增长。氢能因其适用于重型车辆和远距运输而备受关注。因此,旅游和交通运输领域在市场份额方面处于领先地位,并在加速氢能解决方案的普及、商业化和全球整合方面发挥关键作用。
预计在预测期内,行动出行OEM细分市场将以最高的复合年增长率成长。
预计在预测期内,移动出行OEM细分市场将达到最高成长率,这主要得益于氢燃料电池车的加速普及。汽车、巴士和卡车製造商正大力投资研发、生产和部署,以满足排放法规要求并促进永续旅行。氢气加註基础设施的扩展、燃料电池技术的进步以及政府的支持进一步推动了氢燃料电池汽车的普及。策略联盟和试点计画使OEM厂商能够快速渗透市场。因此,移动出行OEM细分市场正在推动创新、市场扩张和氢动力交通解决方案的广泛应用,其成长速度超过氢能经济中的任何其他细分市场。
在政府支持、快速工业成长以及对永续能源解决方案的大量投资的推动下,亚太地区预计将在预测期内占据最大的市场份额。包括日本、韩国和中国在内的主要经济体在氢气生产、燃料电池应用和基础设施扩建方面处于领先地位,以实现能源安全和排放目标。该地区对交通运输、工业应用和可再生能源整合的重视显着推动了氢气需求。战略政策、技术创新和公私合作进一步加速了氢气的普及应用。因此,亚太地区引领全球氢能经济,在促进技术创新、拓展商业应用以及推动氢气在各领域的广泛应用方面发挥关键作用。
在有利的法规、雄心勃勃的气候目标以及对氢能技术的大规模投资的推动下,预计欧洲在预测期内将呈现最高的复合年增长率。德国、法国和荷兰等主要国家正在推动绿色氢气生产、燃料电池应用和可再生能源併网。该地区对清洁交通、工业脱碳和能源转型的承诺,为市场发展创造了有利环境。策略合作、技术创新和财政奖励进一步促进了市场扩张。因此,欧洲将迅速普及氢能解决方案,成为全球氢能经济和低碳能源倡议的关键中心。
According to Stratistics MRC, the Global Hydrogen Economy Market is accounted for $262.80 billion in 2025 and is expected to reach $496.05 billion by 2032 growing at a CAGR of 9.5% during the forecast period. The concept of a hydrogen economy envisions a major transition toward using hydrogen as a clean, adaptable, and renewable energy source. Its goal is to cut reliance on fossil fuels, reduce carbon emissions, and improve energy resilience. Hydrogen can be derived from renewable-powered water electrolysis or natural gas reforming with carbon capture. It finds use in fuel cell transportation, industrial applications, electricity supply, and heating. Although infrastructure, storage, and economic challenges persist, innovation and policy support are accelerating its development. Broad implementation of hydrogen has the potential to transform global transportation, industrial processes, and energy production.
According to the Japan Ministry of Economy, Trade and Industry (METI), Japan plans to increase its hydrogen supply to 3 million tonnes by 2030 and 20 million tonnes by 2050, with a focus on ammonia co-firing, mobility, and fuel cell deployment.
Rising demand for clean energy
The escalating global need for sustainable energy is a key driver of the hydrogen market. Growing environmental awareness, emission reduction commitments, and the move away from fossil fuels have heightened interest in hydrogen as a clean energy carrier. Its adaptability allows applications in transport, electricity generation, and industry, facilitating the transition to low-carbon energy. Urbanization, industrial growth, and rising energy demands increase the necessity for eco-friendly solutions. Supportive policies promoting renewables and decarbonization reinforce hydrogen adoption. As sustainability becomes a priority for governments, businesses, and consumers, hydrogen positions itself as a vital component in creating a greener, more resilient, and low-emission energy landscape.
High production costs
A major challenge facing the hydrogen economy is the high expense of hydrogen generation. Green hydrogen, created via electrolysis powered by renewable energy, is significantly costlier than traditional fossil fuels. Specialized equipment, energy-intensive procedures, and expensive catalysts drive production costs upward. Additionally, the lack of large-scale manufacturing prevents economies of scale, making hydrogen less financially appealing for businesses and end-users. This cost barrier limits adoption, especially in developing markets. Until innovative technologies, mass production techniques, and more efficient processes reduce expenses, hydrogen's economic feasibility remains a key obstacle to widespread deployment and integration in the global energy framework.
Expansion in transportation sector
The transportation industry offers substantial growth prospects for the hydrogen economy. Hydrogen fuel cells provide a clean, zero-emission energy source for cars, buses, trucks, trains, and ships. Increasing investments by governments and automakers aim to comply with emission regulations and achieve sustainability targets. As hydrogen refueling infrastructure expands, adoption in heavy-duty and long-range transportation is likely to increase. This shift reduces reliance on fossil fuels, decreases environmental pollution, and opens new business opportunities for fuel cell producers, vehicle manufacturers, and related technology firms. Overall, the transportation sector represents a pivotal avenue for expanding hydrogen applications and accelerating its role in sustainable mobility.
Competition from alternative energy sources
The growth of the hydrogen economy is threatened by alternative energy technologies, including battery-electric systems, biofuels, and other renewable energy solutions. Falling costs and well-established infrastructure for electric vehicles and energy storage give them a competitive edge over hydrogen. Low-carbon alternatives can meet industrial and transport energy requirements without specialized hydrogen networks. This competition may limit investment in hydrogen projects and diminish confidence among stakeholders. To succeed, hydrogen must prove advantages in efficiency, scalability, and flexibility. If it fails to stand out, hydrogen adoption could slow, reducing its market potential and delaying its establishment as a mainstream, low-emission energy solution.
The COVID-19 pandemic temporarily disrupted the hydrogen economy market due to reduced industrial activity and energy demand, causing supply chain delays and project slowdowns. Construction, manufacturing, and transportation related to hydrogen infrastructure faced interruptions, impacting investment and operational timelines. Nevertheless, the crisis underscored the need for sustainable, resilient energy systems, prompting governments and industries to prioritize clean energy in post-pandemic recovery plans. Financial stimulus packages and green energy incentives supported hydrogen projects, offsetting some short-term setbacks. In the long term, the pandemic reinforced the strategic importance of hydrogen as a low-emission energy solution, accelerating awareness and adoption efforts for a sustainable and resilient energy future.
The mobility & transportation segment is expected to be the largest during the forecast period
The mobility & transportation segment is expected to account for the largest market share during the forecast period, driven by the rising deployment of hydrogen fuel cell vehicles, including cars, buses, trucks, and trains. Investment from governments and private enterprises aims to achieve emission reduction goals and sustainable mobility targets. Growth is supported by advancements in fuel cell technology, expansion of hydrogen refueling infrastructure, and increasing recognition of environmental advantages. Hydrogen's suitability for heavy-duty and long-range transport further enhances its prominence. As a result, the mobility and transportation segment leads in market share, playing a crucial role in accelerating the adoption, commercialization, and global integration of hydrogen-based energy solutions.
The mobility OEMs segment is expected to have the highest CAGR during the forecast period
Over the forecast period, the mobility OEMs segment is predicted to witness the highest growth rate, fueled by the accelerated introduction of hydrogen fuel cell vehicles. Car, bus, and truck manufacturers are heavily investing in R&D, production, and deployment to comply with emission standards and promote sustainable mobility. Expansion of hydrogen refueling infrastructure, technological improvements in fuel cells and government support further boost adoption. Strategic collaborations and pilot programs allow OEMs to penetrate markets quickly. Consequently, the mobility OEMs segment leads in growth momentum, driving innovation, market expansion, and widespread adoption of hydrogen-powered transportation solutions more rapidly than any other sector within the hydrogen economy.
During the forecast period, the Asia Pacific region is expected to hold the largest market share, propelled by government support, rapid industrial growth, and significant investments in sustainable energy solutions. Leading nations, including Japan, South Korea, and China, are at the forefront of hydrogen production, fuel cell implementation, and infrastructure expansion to meet energy security and emission reduction objectives. The region's emphasis on transportation, industrial applications, and renewable energy integration drives substantial hydrogen demand. Strategic policies, technological innovations, and public-private collaborations further accelerate adoption. As a result, Asia-Pacific leads the global hydrogen economy, playing a pivotal role in promoting innovation, scaling commercial applications, and advancing widespread utilization of hydrogen across diverse sectors.
Over the forecast period, the Europe region is anticipated to exhibit the highest CAGR, fueled by supportive regulations, ambitious climate targets, and major investments in hydrogen technologies. Leading countries, including Germany, France, and the Netherlands, are advancing green hydrogen production, fuel cell utilization, and renewable energy integration. The region's commitment to clean transportation, industrial decarbonization, and energy transition fosters a favorable environment for market development. Strategic collaborations, technological innovation, and financial incentives further drive expansion. As a result, Europe is set to experience rapid adoption of hydrogen solutions, positioning itself as a pivotal center for the global hydrogen economy and low-carbon energy initiatives.
Key players in the market
Some of the key players in Hydrogen Economy Market include Plug Power, Cummins, Air Products, Air Liquide, Linde, Hazer Group, Pure Hydrogen, Nel ASA, Toyota, Siemens Energy, ITM Power, Ballard Power Systems, McPhy Energy, Hydrogenics Corporation and ENGIE.
In July 2025, Plug Power has secured a new hydrogen supply agreement from a US-based industrial gas partner until 2030. This enhanced multi-year contract ensures reliable hydrogen for Plug's expanding applications business while aiming to reduce costs and improve cash flows.
In June 2025, Air Liquide announced a new industrial gas production facility in Singapore. In the framework of the long-term agreement, large volumes of ultra high purity nitrogen, oxygen, argon and other gases will be supplied to VisionPower Semiconductor Manufacturing Company (VSMC), the joint venture formed by Vanguard International Semiconductor Corporation and NXP Semiconductors N.V.
In June 2025, Linde announced it has signed a new long-term agreement with Blue Point Number One, a joint venture between CF Industries, JERA and Mitsui & Co. Under the terms of the agreement, Linde will supply industrial gases to Blue Point's 1.4 million metric tons low-carbon ammonia plant in Ascension Parish, Louisiana.
Note: Tables for North America, Europe, APAC, South America, and Middle East & Africa Regions are also represented in the same manner as above.